ABOUT THIS EPISODE
The market has spent trillions building the brain. The next phase is the tentacles. In the latest Silvercrest Podcast, Portfolio Managers Brian Bies and Steve Lilly discuss edge AI, the shift toward putting intelligence directly inside robots, vehicles, and medical devices instead of routing everything back to a central data center, and what that shift means for finding small cap companies early.
0:00 Why Edge AI Is the Next Phase of the AI Buildout
1:54 Seeing a Next Generation Data Center in Person
3:19 Living Next Door: Dust, Noise, and Political Pushback
5:24 What Edge AI Actually Means
7:09 Does Edge AI Reduce the Need for Data Centers
8:03 Robots That Pursue Goals Instead of Repeating Tasks
9:47 Autonomous Driving and Military Applications
11:40 Healthcare: Wearables, the Artificial Pancreas, and Robotic Surgery
12:50 Latency, Network Outages, and Patient Data Privacy
14:11 What Has to Change Inside the Devices
17:28 Finding the Winners: Patents, Design Wins, and Proof Points
20:49 What's Next for the Portfolio
Visit www.silvercrestgroup.com to learn more.
Important Disclosure: This communication was recorded on July 14, 2026 and contains the personal opinions, as of the date set forth herein, about the securities, investments and/or economic subjects discussed by Mr. Bies and Mr. Lilly. No part of Mr. Bies' or Mr. Lilly's compensation was, is or will be related to any specific views contained in this presentation. This communication is intended for information purposes only and does not recommend or solicit the purchase or sale of specific securities or investment services. Viewers should not infer or assume that any securities, sectors or markets described were or will be profitable or are appropriate to meet the objectives, situation or needs of a particular individual or family, as the implementation of any financial strategy should only be made after consultation with your attorney, tax advisor and investment advisor. All material presented is compiled from sources believed to be reliable, but accuracy or completeness cannot be guaranteed. © Silvercrest Asset Management Group LLC
