ATRIUMsearch → argument graph
DataVideo · 75:09 — 76:39

The mobile device market, worth about $500 billion a year and roughly as large as the AI data center buildout, is a massive, largely untapped opportunity for efficient on-device intelligence.

Hassani highlights that the mobile device market (~$500B/year) rivals the scale of the data center AI buildout, framing it as an enormous, underexploited substrate for on-device intelligence that Liquid is targeting. ✦ AI generated

Ramin Hasani · The Cognitive Revolution · 2026-07-04 · original ↗

starts at this moment · 75:09

that market itself by the way just the mobile kind of business is $500 billion market is absolutely insane and um it is as as big as kind of the data center kind of market so you can imagine like There is there's a parallel here to be made like you know the efficient markets you know and also constrained intelligence market it's something that liquidi is going after.

verbatim transcript · starts at 75:09

Transcript · around this moment

74:49elements inside the car so whatever whenever you want to talk to your car basically the new choice would come out of a liquid foundation model, you know, and we control that with a model that is like giving you the quality of the best models that you have seen so far. Well, like let's say like the audio models that you've seen like all around, but at the same time it is 600 megabytes. It

75:09can actually fit inside like the smallest processor that is inside that car, you know. So like and that that that's kind of that's that changes the game you know like because you're enabling local AI at scale like on places that matters you know on cars on let's say on mobile phones because you can do that there's a lot of devices like you're talking about billions of devices in the world that mobile mobile

75:30devices can can can be extremely useful and you've seen like that that market itself by the way just the mobile kind of business is $500 billion market is absolutely insane and um it is as as big as kind of the data center kind of market so you can imagine like There is there's a parallel here to be made like you know the efficient markets you know and also constrained intelligence market

75:49it's something that liquidi is going after [snorts] laptop market you know like the let's say wearables robotics manufacturing IoT kind of systems anywhere that we have like a processor inside a system liquid can bring in intelligence on top of that so the aspirational goal that I have is that like we really build an intelligence layer on top of the diverse formats of hardware that is out there and and

76:12processors that are available in the world. You know, that that would be something that I would want to have. >> I'm glad you said that stat. I had that noted to make a point of at some point. It's worth repeating. The global annual smartphone market is about $500 billion for all of the hundreds of billions that are going into the data center buildout. And it will get bigger than the

76:34smartphone market, but that's it's only now getting to the scale and getting bigger than the the annual smartphone market. So that is a that there's a lot of dark compute out there from an intelligence perspective that is not being anywhere close to maximum and that does not include the laptop market. So there's a trillion dollars generally speaking worth of compute going out into the world on an annual basis that are

76:56sitting in people's desks and pockets and it's there's a massive substrate there to >> take advantage of >> and we need to do it you know like we need to we need to take advantage of it. I mean because we don't have enough energy to host it. I feel like like we we are realizing it right now like how difficult it is like to really power this format of intelligence that we have

Related moments