Incentives
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An Interview with AMD CEO Lisa Su About Solving Hard Problems
An interview with AMD CEO Lisa Su about her path to AMD, turning around the chip maker, the AI opportunity, and competing with Nvidia.
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Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott about Microsoft’s approach to building AI
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Windows Returns
Microsoft held its most compelling Windows’ event in years, because Windows is no longer the center of the company.
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TSMC Earnings, TSMC’s Pricing Mistake, Intel v. TSMC
TSMC earnings and Taiwan’s margin impact, why the company left money on the table (which might have cost the chairman his job), and Intel’s relative risk-taking.
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An Interview with Databricks CEO Ali Ghodsi About Building Enterprise AI
An interview with Databricks co-founder and CEO Ali Ghodsi about founding Databricks, managing large data, and creating AI for enterprise.
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Google Earnings, Google’s Re-Org, Google’s True Moonshot
Google’s earnings made a strong case for the positive impact of AI on the company. Meanwhile, it’s recent re-org raises the possibility that Google might actually make devices a real business.
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An Interview with Walmart CEO Doug McMillon About Omnichannel Retail
An interview with Walmart CEO Doug McMillon about his journey at Walmart, and Walmart’s journey in figuring out omnichannel and becoming one of the largest and fastest growing e-commerce businesses in the world.