I agree with your sentiment. Listening to an external party on an external platform essentially describing the benefits of ai at the edge rather than the cloud has me feeling very optimistic.
The link below is going back to 2015 but shows that the intented business models are not dissimilar:
https://www.eenewsanalog.com/news/startup-wants-be-arm-neuromorphic-cores
2021 BRN Discussion, page-14747
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