No Priors: Artificial Intelligence | Technology | Startups
00:42:03 · Sarah Guo, Lip-Bu Tan
[00:42:03] S1: how- And we are supply constrained. [00:42:04] S0: We are supply constrained. So I think anything slowed down is the supply constraint. But I think the other part is I always look at all this infrastructure build out. At the end, you have to look at what is the solution, what is the application you want to drive? And I'm more focused on application. So if you can identify the application that is humongous or add up a few application to become meaningful, and you focus on that, it's not everybody built gonna be winning. And so some gonna be winning big time and some gonna lose over time or some go sideway. So, you know, just like Internet, you can see some of them turn out to be very big, like Amazon, like Netflix, and then some of them is kind of go sideways and disappear or being acquired. And so I think to me, it's the same approach. Then they really focus on what application they try to serve, and that application, how big is that, and whether it's sustainable or not, or it's very crowded. So if it's too crowded, maybe one or two may survive, the other may be just consolidate. So I think this industry go through that big growth and then starting to consolidate. Maybe eventually one or two become the real winner. So I think that's kind of we've watched the movie before, so it's not a surprise to me. But focus on application, like Netflix is application. Amazon is a real application. That, to me, they're winning. [00:43:31] S1: But you're assuming that some of these applications, they will be better served by client or edge compute than only by the
00:43:31 · Sarah Guo, Lip-Bu Tan, Elad Gil
[00:43:31] S1: But you're assuming that some of these applications, they will be better served by client or edge compute than only by the [00:43:38] S0: data center. [00:43:38] S2: Exactly. Okay. Exactly. [00:43:40] S1: Yeah. I mean, I will say, I'm an investor in a number of companies that you know, they're doing robotics, they're doing defense. And so the compute on the device is a very important choice in terms of our And what we assume around it, like, let's say, a robot in the home eventually, like what you assume is in the home and in connectivity around it determines what you're able to do. And I think that it was kind of forgotten for a little bit in the SaaS era. [00:44:06] S0: Yes, yes. So I think my investment thesis is find a problem that is really need to solve. And secondly, who will be the player that you can partner with? And then thirdly, look at the application. How big is that application? Is that sustainable? And if it's really big, you believe in it, double, triple that. [00:44:27] S1: But you're including betting on applications that have not yet been broadly deployed. Okay. [00:44:33] S2: It's amazing. Well, thank you so much for joining us today. It was a pleasure. Thank you so much. [00:44:37] S0: Thanks, Lip Bu. Thank you. [00:44:41] S1: Find us on Twitter no priors pod. Subscribe to our YouTube channel if you wanna see our faces. Follow the show on Apple Podcasts, Spotify, or wherever you listen. That way you get a new episode every week. And sign up for emails or find transcripts for every episode at knowpriors.com.