The Silicon, Software, and Systems

The Silicon, Software, and Systems

AMD’s latest acquisition is about building out an ecosystem and doing what it can to offer customers more in the AI race. (00:21) Asit Sharma and Dylan Lewis discuss: - Why AMD is spending $4.9B on ZT Systems, and what the company’s rack-scale ambitions look like. - General Motors’ plans to lay off over 1,000 employees, and why it might be AI-driven. - The questions that company leadership and boards should be asking as they think about AI, and two companies that have established good AI practices so far. Articles mentioned on the show: WSJ piece: Why AI Risks Are Keeping Board Members Up at Night Salesforce’s Generative AI Guidelines Companies discussed: AMD, NVDA, GM, CRM, NOW Host: Dylan Lewis Guests: Asit Sharma Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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Atlassian’s Layoffs are AI-Inspired

Atlassian’s Layoffs are AI-Inspired

Atlassian announced that it is letting about 10% of its workforce go today. Management said it was because AI is making the company more efficient, but we’re wondering if there is more to it than that...

12 Mars 26min

Who in Big Tech Is Ready for Agentic AI?

Who in Big Tech Is Ready for Agentic AI?

Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and...

11 Mars 19min

Exciting (But Crowded) Opportunities

Exciting (But Crowded) Opportunities

A rush of new competition is flooding into areas like space and nuclear. We take a look at what is real, and what is hype. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - What space invest...

10 Mars 24min

Surging Oil Prices Spark Market Jitters

Surging Oil Prices Spark Market Jitters

The Motley Fool’s Hidden Gems team discusses some historical disruptions in the energy market, explaining why they’re facing the uncertainties with timeless Motley Fool investing principles. The team ...

9 Mars 20min

A New Kind of Intelligence

A New Kind of Intelligence

What if the greatest predictor of your investing success isn't your IQ or emotional intelligence, but your ability to strategically unlearn? Leadership coach and author Liz Tran talks about her new bo...

8 Mars 24min

How Much Should You Have in the Stock Market?

How Much Should You Have in the Stock Market?

One of the biggest determinants of your future net worth will be your asset allocation – how you apportion your portfolio to cash, bonds, and stocks (and the types of stocks you choose). In Month 3 of...

7 Mars 21min

What We’re Doing (or Not Doing) as the Market Drops

What We’re Doing (or Not Doing) as the Market Drops

The conflict in Iran is on every investor’s mind as stocks seem to sink day after day. But panic is never the right answer and we discuss what we’re doing (or not doing) in today’s market. Then we dee...

6 Mars 42min

Broadcom’s CEO said What?

Broadcom’s CEO said What?

Broadcom hasn’t been the first company on investor’s minds when it comes to AI Infrastructure, but CEO Hock Tan was certainly making the case that it should after the company’s first quarter earnings ...

5 Mars 23min

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