He said the phone or computer will become an edge node for AI, rendering pixels with no traditional OS or apps, but still needs significant client-side AI compute.
"The phone/computer will just become an edge node for AI, directly rendering pixels with no real operating system or apps in the traditional sense. There isn’t enough bandwidth to transmit video to all devices from the servers and there won’t always be good connectivity, so there still needs to be significant client-side AI compute."