00:00 Speaker A
For the last couple of years, we’ve seen a massive concentration in venture capital and capital investment in a very small number of companies, while there are thousands of other companies out there that are doing incredibly interesting, high-quality work in artificial intelligence on smaller scale infrastructures.
00:15 Speaker A
you know, whether it’s a laptop in some cases or an iPad or a single server sitting on a desk, you know, these edge compute uh, use cases.
00:25 Speaker A
The we’re going to end up seeing this bifurcation of the market from one version where it’s all big GPU farms for very specific large scale use cases, but the enterprise value is probably not going to come from that. It’s going to come from people who are using smaller scale infrastructures
00:41 Speaker A
to drive process optimization, to try drive lower cost, to drive better bottom lines, to get to market faster. And I think at the end of the day, the question I wonder is,
00:51 Speaker A
is Open AI, you know, the next Google or is it the next Ask Jeeves?