I really don't buy it. In every case he described current devices (cars, watches) - they are increasing in 'cpu/storage' - but they always have been doing this

I really don't buy it. In every case he described current devices (cars, watches) - they are increasing in 'cpu/storage' - but they always have been doing this. Is their something that inherently changes the topology? Not really. Cars will be able to id stop signs - which is naturally a local function, just like 'backup cameras' are a local function today ... but some things like messaging, gps services, customer data, big data - it's going to be on a server somewhere. Why would your car need to talk directly to your blender? 'The cloud' has really more to do with local/small/office servers moving into consolidated centres with virtualization. 'Logical organization' has not changed: some stuff on 'servers' , some stuff done 'locally'.