Artificial intelligence in the post-deep learning era
MobilFlex - BP Presentation - 2023.3.pdf
1. Making the PC a PDC – Personal
Data Center and the promise of
IOT, Edge AI and Edge Computing
a practical reality for all
Making the PC a PDC
Website: https://mobil-flex.com Founders: Mihai Buta
2. No existing platform is powerful enough for
Edge Computing, Edge AI, IOT, yet affordable
to consumers, families, small businesses, etc.
1. Lack of infrastructure and interoperability
on the last 30 yards;
• Must have LOT - LAN of Things
2. Lack of sufficient and affordable resources
at the edge (compute memory, storage);
• No Stage 3 & 4 local processing;
• Alexa & Edge AI is still “cloud dependent”;
• TinyML Devices are not smarter than a mouse or a cat;
Making the PC a PDC
The Problem
State of the Edge
The Compute Gap
Overloaded Edge
Flat and inefficient
x86 architecture
3. Huge “enterprise” without 1st level Managers
Making the PC a PDC
State of Edge - IOT
There are 630+ IOT
platforms and none of
them provides Stage 3 &
4 local processing
Before we can have an IOT we
have to have an LOT – LAN of
Things that completes the
infrastructure on last 30 yards
• Unifies all sub-networks and
“things” in and around the house
and allows multiple M2M direct
interoperability between any
connected devices
4. LOT - LAN of Things Accelerators and Chipsets
1. Complete the infrastructure on the last thirty yards – LAN of Things;
2. 3x+ the x86 architecture processing capability, without any cost increase;
3. Provide local resources to support IOT Stage 3&4 local processing, make
Edge AI cloud independent, make TinyML devices and BYOD smarter;
Enable systems integrators to build the PDC – Personal
Data Center – the most practical solution for the edge
Our Solution – Improved x86 Architecture
LOT - LAN of Things
Accelerators & Chipsets A new product
category is needed
for the edge - HPE
Scaled-Up x86
PDC
Personal Data Center
Making the PC a PDC
5. Make currently flat and inefficient x86 architecture a vertically
layered architecture with high degree of concurrency, flexibility
and scalability, like mainframes (with proprietary improvements)
• Unifies all sub-networks and “things” into an LOT – LAN of Things;
• Eliminate all I/O limitations and bottlenecks – Up to 16 concurrent M2M I/O;
• Eliminate CPU compute power waste – 80%++ more compute power;
• 3x+ over processing power at the same cost (valid for 4-cores systems);
• Personal Cloud, Accessible from any BYOD, Improved security, etc. etc.
Base Product Line
“LAN of Things” Accelerators and Chipsets [LOT]
6. LOT - LAN of Things
Connectivity
(one at a time)
Makes this
Inefficient, one at a time, wasting
40%+ of its processing power
Into this
Up to 16 concurrent transactions
Up to 80% more compute power
Versatile building block for edge systems
Co-Processor, Chipset, Accelerator, Connectivity Layer
7. End Product: PDC - Personal Data Center
Edge Data Center for 10-20 users
Powerful, yet affordable, fully
customizable bare-metal platform
Modern version, IOT and AI/ML ready,
of once successful mini-systems
Priced like a Mac ($1,500) but vastly
superior platform
Allows Windows PC OEMs
to 20x their profits
(by selling PDC as PC replacement)
8. 1% equity can be worth $50M - $150M in 3 – 5 years
Markets, Pricing & Financial Potential
TAM
Total Addressable Market
400M
units/year
SAM
Served Addressable Market
$100B
10% of TAM
SOM
Share of the Market
$5B
5% of SAM
(3-5 years)
$200 ea $1,500 ea $1B
LAN of Things SOC sell price
comparable with Intel
chipsets prices
PDC sell price
like a Mac but vastly
superior machine
Profit (not sales)@SOM
20% profits margin,
far below industry
Making the PC a PDC
9. CEO - TBD
Team and key roles
(work in progress)
Mihai Buta Lina Sawalha, PhD
Associate Professor, WMU
Computer Architecture Lab Chief
Alex Russakovsky, PhD
Founder, CTO
• Computer Architect, PPM, Risk Sp, QRPD
• Expert in I/O systems for IBM & x86
• Remarkable track record of completion
• Expert in computer architecture
& simulation
• Expert in databases, NLP, BI
• Inventor, entrepreneur, mathematician
• Top 500 chess player
Searching for industry recognizable leader to
PR MobilFlex to investors and partners
Software Architect
TBD
Semiconductors Partner
TBD
Sales and Marketing
TBD
Making the PC a PDC
Phase I POC Team
10. Sales Channels & Customers
▪ SOC to Systems integrators (60%)
▪ Tier 1 Customers: Windows PC-OEM’s
▪ Incentive to convert – 20x their profits
▪ Bare metal PDC to VARs & OEMs (20%)
▪ ODM model
▪ Applications, ITaaS, IOT Services (10-20%)
▪ This revenue stream will become predominant over time
▪ PDC to end users (0-10%)
▪ 1% market penetration translates into $1.2B in profits (not sales)
11. Building a system is a complex task that
requires many skillsets and large effort
that nobody dares to try it alone
• MobilFlex (an expert in I/O systems) will provide
the bare metal H/W and all the “what’s” and will
partner with “how” experts in every field;
• Semiconductors; Embedded firmware; OS;
System utilities and stack; Middleware, etc.;
• PDC offers the entire “food chain” significant
revenue increase potential and opportunity to
pioneer and lead the proliferation and mass
adoption of IOT, Edge AI, Edge Computing;
Help Wanted - Partnership opportunities Making the PC a PDC
12. $1M
Can POC w/ $250k
Funding & Milestones
Use of funds $
POC - Proof of concept 250k
LOT R&D – Use case TBD 250k
Embedded S/W
Engineering
250k
50+ PDC prototypes 300k
Tools, Office,
Administrative
200k
Time [months] Milestone
T0
POC Investment and/or partnership secured [$250k
funds or in-kind services]
T1 = T0 + 3-4 mos
POC prototype available
Secured rest of seed money ($1M)
T2 = T1 + 8-10 mos
LOT completed; Embedded SW completed 50+ PDC
demo and development systems available to s/w
developers
T3 = T2 + 2-4 mos
Min one Tier 1 customer signed up; System SW
completed; $10M Series A raised;
T4 = T2 + 4-6 mos Min 10 apps ready; Beta to early adopters
T5 = T4 + 2 mos PDC GA, with min 50 apps
Asking Pre-money valuation: $4.0-$4.9M
(Cayenne Consulting methodology)
Functional Specifications Proof of Concept
35% 20%
Making the PC a PDC
Architecture Specifications 80%
13. Summary and Conclusions
Unique opportunity to lead,
influence and profit from
Edge Computing , “the
fourth wave of computing”
Huge existing and
emerging markets
$1Mnow to profit Billions year after year
$250k needed to build the “proof of concept” so many
interested stakeholders are asking for, as the first step
in a long lasting, mutually beneficial collaboration
Lots of interest
and “tires kicking”
Thank you
https://mobil-flex.com/
669-262-5281
mihaibuta@mobil-flex/com
Making the PC a PDC
Several realistic paths
to unicorn status
15. Why now
MobilFlex idea was first
presented to Intel, HP and
3COM in 2007
• It received high technical marks,
but it was way ahead of its time,
market was not ready, technology
was not ready
• Today, technology is ready and
the market (desperately) needs it
• 800+ CTO’s and 200+ software
companies expressed their
interest in Personal Data Center
Making the PC a PDC
The end of The Moore’s Law exposed the x86
architecture “birth defect” which it covered up for
since its introduction 40 years ago
• X86 is wasting more than half of its (very expensive these days)
computing power, processing I/O and other system “chores”;
• HP Lab experts demonstrated it 15 years ago;
Intel & Co. have no incentives and no intentions to make
x86 architecture more efficient, as demonstrated by
massive investments in “alternative solutions”
• Intel bought Altera & eAsic for $17B+, AMD bought Xilinx for $35B,
Nvidia bought ARM for $34B, Risc-V, etc.
16. MobilFlex™ Promise To PC OEMs:
Converting the PC’s you already sell to PDC architecture
will allow you to get out of “The PC Value Trap”:
1. Make same 20% profit margin as Apple makes selling
Macs that can translate into Billions in additional
profits (not sales);
2. Provide solutions meaningfully differentiated from the
competitions;
3. Establish a long term relationship with customers that
extends after initial sale
Up to 20x
more profits
than selling PC’s
17. MobilFlex™ Promise To Developers:
You can now
develop and
deploy the
dream Edge
applications
PDC is the miniature data center, under your desk, for all “IT
needs” of families and small businesses
• Sufficient local intelligence & compute power for analytics
• Cloud independent Edge AI with sufficient local resources
• Up To 16 concurrent I/O transactions between any
connected devices, regardless of their native protocol
• Accessible from anywhere, from any BYOD
• “Personal Cloud”, “Residential Gateway”, “Home Server”
• Connected lifestyle: “Personal analytics”, “Enhanced
Togetherness”, “Assisted Productivity”, etc.
18. MobilFlex™ Promise To End Users:
PDC brings
the benefits
of data
centers to
masses
• All your “stuff” in one place, with instant access, by everyone,
anytime, from anywhere, from any BYOD;
• Work on your PDC from the comfort of your couch;
• Talk to your PDC, no need to type;
• Up to four HD video streams, unlimited audio, Web browsing, PC
applications - all in the same time;
• Personal Cloud - your stuff, your way, no subscription.
• No more remotes, use your smart phone instead
• No more passwords, use your biometrics instead
• No more wires, everything is either wireless or integrated
• No IT Manager needed but ITaaS will be available
For the same price as a Mac (~$1,500) you will get a vastly
superior machine, filled with tons of cool and exciting new
features, applications and user experiences
19. MobilFlex™ Promise To Investors:
MobilFlex
will the next
Sun Micro in
3-5 years
MobilFlex provides practical answers and solutions to
fundamental inhibitors of the proliferation and mass adoption
of IOT, AI, Edge Computing
MobilFlex is safer investment than any construction project
• All financials are conservative extrapolations of Broadcom
and Nvidia public reports
• Built-in risk mitigation & elimination provisions, using the
principles of QRPD – Quality Rapid Product Development
• Where others “burned” tens of Millions, we will become
profitable with $1M only
• Minimized in-house expertise, maximized 3rd party services
• Reduced innovation to core expertise, extensive use on Ips
• Smart go-to-market strategy by leveraging our customers
already in place sales and marketing organizations
• Substantial buil-in “carrots” for users to adopt PDC
20. PC Value Trap & Why Customers will buy
Apple makes (from its 7% PC market share) more profits than HP,
Dell, Lenovo, Asus and Acer combined (with over 60% market share)
MobilFlex offers Windows PC-OEMs to make
same 20% profit margin ($300 vs $15) as Apple
Facts - Profit margins
Windows PC OEMs (<$15/unit) 2.73%
Wal-Mart (selling groceries) 3.12%
Apple (selling Mac PC) 20%
Intel (down from 65+%) 56%
NVidia, Broadcom (our models) 20%
Industry Standard 20%
21. New user experiences
Interoperability, Mobility and Flexibility
Work from anywhere like you
were in front of the monitor
Use any TV, walls or any other
surface as display
Control electronic appliances
by pointing at them
No more passwords
• use your biometrics
No keyboard needed
• just talk to it
22. New user experiences
Interoperability, Mobility and Flexibility
Work from anywhere like you
were in front of the monitor
Use any TV, walls or any other
surface as display
Control electronic appliances
by pointing at them
No more passwords
• use your biometrics
No keyboard needed
• just talk to it
23. The Compute Gap
The Moore’s Law is not working anymore, while the data
generation continues to explode.
This creates a growing “compute gap” leaving up to 90% of
data generated unprocessed
Intel spent $16B+ and AMD $34B to patch it with “hardware accelerators”, we ask for
$1M to eliminate the x86 architecture “birth defect” and 3x+ its processing capability
24. Smart Home is the most most popular IOT application
Based on Google search, Twitter chat, LinkedIn writings
25. The Top 10 IoT Segments in 2018
Based on 1,600 real IoT projects
Zero projects on Smart Home – Why?
26. The true value of IOT comes from interoperability
(even if some may have a strange view of what it means)
28. “LAN of Things”
Simple, ingenious, practical and economical solution to
multiple fundamental problems and market pain points
Result of 40+ years of experience in I/O systems
Whatever your dream
is, “LAN of Things”
makes it possible
Whatever your problem is
LAN of Things
29. Our “Secret Sauce”
Our (proven) ability to make a “drivable
Bugatti” from a pile of “Lego pieces”
And yes, we do have some patents and many more will come