AI + Edge Computing + Smart XX: An Investment Framework for Cloud, Connectivity, and the Edge

A commercial break~ AI + Edge Computing + Smart XX For XX, fill in manufacturing, healthcare, factories, retail, cities, homes, agriculture, transportation, driving… ---- When I have time, I should write up a broad investment framework covering cloud, connectivity, edge devices, and applications. XD Cloud → cloud, streaming, AI Connectivity → 5G / 6G, low-Earth-orbit satellites (?) Edge → Edge Computing Connectivity is essentially the transmission mechanism linking the cloud and the edge. It needs high throughput, low latency, and smooth, uninterrupted connections. Even very capable networks introduce some latency, especially when large numbers of people connect at once. Edge computing can also work with AI. Take autonomous driving: a car on the road cannot wait for camera footage or radar detections of an emergency to travel through the network to the cloud, be processed there, and return to the vehicle before triggering the appropriate response. In certain settings, such as hospitals, factories, or homes where privacy matters, people may not want to upload every piece of data to the cloud. Instead, computing at the endpoint can handle the task locally. In the AIoT—AI and the Internet of Things—era, I hope our portfolio companies can fully capture the enormous business opportunities presented by vast numbers of endpoints…