Tomasz Tunguz

speaker

457 appearances 2 recordings 1 series first heard Jun 2025 last heard 5d ago

Tomasz Tunguz’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.

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Robotics.

And so we've been splitting that up.

And we're also investors in a company called Olam, which is about 10 million people using it initially for local.

So you can actually run a lot of AI on your computer.

Stanford released a study about three or four weeks ago showing 90% of white collar AI use cases can be solved on your MacBook.

And then also if the AI needs more, go to the cloud.

Yeah, it makes a lot of sense.

So there's four different layers of the AI stack.

you have a phone, goes through Twilio.

you need to convert that phone call into digital.

Then you need an AI model to process it.

There are three different steps there.

Where the inference happens matters a lot.

The edge definitely makes a lot of sense.

And then there's also time zones, like customer support.

You'll have different time zones coming up.

You want to make sure that the AI systems are ready for when those loads come.

That's called KV cache.

warming.

But so I think ultimately it is a really important category where latency matters a lot.

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