… enough. Much of the processing that drives out computing experiences today happens in the ‘cloud’. As AI applications becomes more ubiquitous we will need to shift some of the intelligence, both predicting and learning, close to where it is needed. This will result in a relative increase in the amount of intelligence at the edge of the network.
…data, and redistributes intelligence closer to billions of end products: cars, phones, IoT devices. Revival of the edge, which I wrote about in the second part of this series, is crucial to bring truly intelligent devices to the consumers.
Real technology companies tend to create durable returns, making timing much less important. If you invested in webvan.com, your window of opportunity was measured in months; if you backed Intel, your window of opportunity was measured in decades. Therefore, as investors, we should seek companies developing real technologies.”
… so much easier/cheaper/faster to build that “value” is rapidly bleeding out of the software stack. Yes, software is eating the world, but software’s very ubiquity is starting to threaten the ability to extract value from software. In other words, the ability to write and deploy code is no longer a core value driver.