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Invest Like the Best with Patrick O'Shaughnessy cover image

Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385]

Invest Like the Best with Patrick O'Shaughnessy

NOTE

Superphones will Redefine Personal Intelligence

The evolution of smartphones, particularly through advancements in artificial intelligence, is leading to the emergence of 'super phones.' These devices will leverage local processing capabilities by running sophisticated AI models, enhancing user experience while safeguarding privacy. The focus will shift from traditional metrics, like storage capacity, to DRAM, as the amount of memory directly influences the performance and capabilities of on-device intelligence. This transformation will allow devices to handle simple queries seamlessly and efficiently, ultimately enabling users to interact with their personal data in a highly intelligent manner.

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