Life at the Edge

You can also read this essay on Substack . Thanks to Michael Dempsey and Aliisa Rosenthal for reading drafts. Disclaimer: In 2021 I invested in Edge Impulse and in 2023 I invested in Ditto , both companies provide infrastructure for edge compute. 1. Computing advances in fractals of concentration and diffusion. A new technology requires concentrated resources; as it develops, it diffuses. But each…