Bob Swan
Showing 1–2 of 2 transcripts.
- a16z35 min
How to Build a Thriving AI Ecosystem with Lisa Su, CEO of AMD
AMD Chair and CEO Lisa Su outlines the company's transformation into a leading AI infrastructure provider through strategic acquisitions of Xilinx and ZT Systems, alongside a commitment to open standards like UALink. Su emphasizes that overcoming current supply bottlenecks in advanced packaging and high-bandwidth memory requires a shift from efficiency to supply chain resiliency supported by the CHIPS Act. This approach enables AMD to partner with major hyperscalers and startups to deliver heterogeneous computing solutions capable of training next-generation models with trillions of parameters.
- a16z23 min
AI Copilots and the Future of Knowledge Work with Microsoft's Kevin Scott
Microsoft positions artificial intelligence as a foundational platform rivaling the personal computer, driving a strategic ecosystem of partners like OpenAI, GitHub, and Meta to build unanticipated applications. The company addresses hardware scarcity and operational scaling to enable rapid deployment of models like Llama 2, aiming to trigger an industrial revolution in cognitive work by mitigating talent deficits and eliminating drudgery. Internal metrics prioritize user flow and value delivery over code volume, while leadership encourages entrepreneurs to tackle complex problems by leveraging AI as infrastructure rather than a standalone product.