Tim Davis

And so even now, we introduced thought reasoning on these large models like Chat2TP and DeepSQL obviously was a big provider of it.

But now it's funny that like, you sort of sit there seeing these things think, and you're like, why is this taking so long?

Um, and it's just an interesting observation that, you know, everyone now wants, wants things even faster.

And I think that, um, but that's fine when you're, you're connected to a high, you know, particularly in the Western world, by the way, when we're connected to high speed bandwidth, fiber connections, um, and you can get information piped back to you very quickly.

The world becomes very different, though, if you've traveled to India or other places where the network quality is poor.

Well, I mean, I would argue even, you know, I'm a dual citizen of both Australia and the United States, and there are plenty of areas in both countries, frankly, where I feel like I'm back in dial-up, you know, the original internet sound, just trying to get some data onto my mobile phone.

So, you know, there are still a lot of, you know, physical challenges that exist in executing AI out in the real world.

And I think, this just goes back to the point, I think we do need the ability to have a unified compute model because it's not just going to be one type of silicon that gets us true super intelligence.

I think even if you believe in a construct where there is a large world model that is being trained on huge data center capacity that we're rolling out, both in America and other countries around the world,

I think at the end of the day, you want to distill that down to some core knowledge corpus, and that model may end up being a billion parameters, two, three, four, five billion parameters that resides on an edge device that is continually training and continually learning in the environment where you are.

Because if there is anything true about technology is throughout its history, it always moves closer to the user.

It always has.

Now, the medium we have settled on, thanks to Steve Jobs and the wonderful folks at Apple,

and then obviously that's proliferated across many other countries, is the phone.

But is that going to always be the device that has the highest IO threshold for us?

I don't know the answer to that.

Right.

And it's so funny because it's the fickle nature of human beings, both from a...

a perception of what's cool and what device do I actually want around me all day long to what provides me a high enough degree of utility that I'm actually willing to invest in this platform.

I had Google Glass early on