4.4 • 1.1K Ratings
🗓️ 17 October 2024
⏱️ 31 minutes
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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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