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a16z Podcast

Building a Thriving AI Ecosystem with Lisa Su

a16z Podcast

a16z

Science, Innovation, Business, Entrepreneurship, Culture, Disruption, Software Eating The World, Technology

4.41.1K Ratings

🗓️ 17 October 2024

⏱️ 31 minutes

🧾️ Download transcript

Summary

Lisa Su has transformed AMD into a global leader in AI and high-performance computing. In this episode of the AI Revolution (AIR) series , Bob Swan, a16z Operating Partner and former CEO of Intel, sits down with Lisa Su, CEO of AMD, to discuss how her leadership has propelled AMD’s growth and positioned the company at the forefront of AI innovation. They explore AMD’s pivotal role in democratizing the benefits of gen AI, the evolution of AI computing, and the importance of open ecosystems and partnerships in driving technological breakthroughs.

Transcript

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0:00.0

Artificial Intelligence is just the latest in the wave of technologies to increase the demand of high-performance chips.

0:07.0

But it's not the only. The last decade was filled with the proliferation of cloud, gaming, social networks, IoT devices, and more, which led to some pretty

0:16.1

incredible growth stories. Many are familiar with Invidias as it skyrocketed to the top market cap

0:21.9

stock in the world earlier this year and as of this

0:25.2

recording sitting at over three trillion dollars.

0:29.2

But let's not forget other semiconductor companies like T.S.ML or Broadcom, each roughly growing by an order of

0:36.2

magnitude over the last decade. But today you'll get to hear about a 50X-growth story

0:42.2

over the same time period from Lisa Sue, the incredible woman

0:45.8

who's been at the helm of AMD throughout that run.

0:49.3

For now, I'll pass it over to A16Z growth general partner Sarah Wang to properly introduce this episode.

0:57.3

As a reminder, the content here is for informational purposes only,

1:00.7

should not be taken as legal, business, tax, or investment advice or

1:04.2

be used to evaluate any investment or security and is not directed at any investors or

1:08.0

potential investors in any A16S fund.

1:10.9

Please note that A16S and its affiliates may also maintain investments in the companies

1:15.1

discussed in this podcast.

1:17.1

For more details, including a link to our investments, please see A16Z.com

1:21.2

slash disclosures.

1:30.0

Hey guys, I'm Sarah Wang, general partner on the A16Z growth team.

1:33.4

Welcome back to our AI Revolution series where we talk to industry leaders

1:37.6

about how they're harnessing the power of generative AI

1:40.2

and steering their companies through the next platform shift.

...

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