Future of AI Hardware?

Paul Murphy (Lightspeed) on the Future of AI Hardware — Embodied AI, Edge Deployment & Multi-Model

Paul Murphy, Partner at Lightspeed Venture Partners, breaks down what AI hardware actually looks like in 2–3 years — and why the answer isn't your phone screen.

In this clip from Venture Europe, Paul explains why the next frontier of AI isn't more powerful cloud models — it's embodied AI deployed at the edge, embedded in every device, running multi-model architectures that don't need an internet connection to think.
If you're a founder, investor, or operator trying to understand where AI infrastructure is heading — this is the most clear-eyed take you'll hear from someone who backed Mistral AI at the first round.
─────────────────────────────────────
What Paul covers in this clip:
→ Why AI will move from browser to hardware
→ The case for edge-deployed, on-device AI models
→ How multi-model AI changes what's possible for devices
→ Why the chat interface is just the beginning — not the destination
→ What "cognification" actually means for every physical product
─────────────────────────────────────
Full episode with Paul Murphy on Venture Europe → [LINK IN COMMENTS]
─────────────────────────────────────
About Paul Murphy
Paul Murphy is a Partner at Lightspeed Venture Partners, one of the world's leading venture capital firms with $9B AUM. He leads Lightspeed's European and EMEA investment strategy and was among the first investors in Mistral AI. He splits his time between London and Madrid.
─────────────────────────────────────
About Venture Europe
Venture Europe is a podcast about the people building the future of European tech — founders, investors, and operators who are doing it, not just talking about it. Hosted by Calin Fabri.
─────────────────────────────────────
#PaulMurphy #Lightspeed #AIHardware #EmbodiedAI #MultiModel #MistralAI #VentureCapital #EdgeAI #AIInfrastructure #VentureEurope #EuropeanTech #AIStrategy #FutureOfAI #Founders

Видео Future of AI Hardware? канала Venture Europe