No Priors: Artificial Intelligence | Technology | Startups
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.