Apr. 4 at 5:08 PM
$OSS I'm feeling slightly less confident with the non low-latency use cases in commercial and military sectors. When Starlink, Amazon's Kuiper, & other "internet anywhere" companies get near 100% global coverage, there are far less uses for edge computing. Obviously real-time computations in jets, subs, & ships will be prime uses. I do feel like commerical air transportation, land transportation, healthcare, and industrials will not need that sort of latency for the most part; though there are niche use cases.
$OSS remains a strong play where conditions and requirements are at the extremes though; just some thoughts related to overall TAM where we could actually grow.
