Lennart Heim

This is just what we always see for these kinds of things.

So the thing to acknowledge here is diffusion, right?

A given capability gets cheaper over time.

I used to need to run it on a big server.

Now I can run it on a smartphone.

That's definitely the case, right?

So yes, we will see more workloads being on edge.

For privacy reasons, we see Apple being bad on these kinds of things.

But even Apple is kind of acknowledging.

It's like, damn, there are certain questions.

You can't do them locally.

You're going to run out of battery power.

We sent them up to the cloud and they came up with a really fancy architecture to preserve privacy.

That was super fancy.

And these are the things I'm expecting, right?

So I'll usually say, if I want to set a reminder, sure, my LLM on my smartphone can do this.

If I ask for the meaning of life, well, hopefully it goes up to the server and it's processing and generates five books and tells me what the meaning of life is.

So I expect this trend to generally continue, that we just see these kinds of things.

While, again, one curve is going up, the best capabilities will always be in the biggest servers, roughly, whereas a given capability goes down over time and will diffuse across.

And that's definitely a national security challenge.