logo
episode-header-image
May 2024
1h 13m

The Software Behind Silicon (with Synops...

Ben Gilbert And David Rosenthal
About this episode
tail spinning
Up next
Dec 2025
The Insane Productivity of Andrew Ross Sorkin
Andrew Ross Sorkin does the work of about five people. He founded and writes the DealBook newsletter for the New York Times. He hosts Squawk Box on CNBC every morning at 6am. He runs the DealBook Summit, which has become the premier annual interview event across business, policy, ... Show More
1h 14m
Sep 2025
How to Live in Everyone Else's Future (with Shopify CEO Tobi Lütke)
Tobi is one of the most thoughtful people in the technology industry. He's also one of the very few people who started as a programmer -- just trying to solve his own problem -- and still runs his company as CEO today even as it approaches a $200B market cap. Tobi has done this i ... Show More
1h 47m
Aug 2025
How is AI Different Than Other Technology Waves? (With Bret Taylor and Clay Bavor)
Is AI just better software? Or something completely different that requires a new paradigm to understand? Today we sit down with Bret Taylor and Clay Bavor, two of the best product builders in the world to tackle that question. Bret and Clay are the co-founders of the AI company ... Show More
1h 13m
Recommended Episodes
Oct 2024
@Asianometry & Dylan Patel — How the semiconductor industry actually works
<p>A bonanza on the semiconductor industry and hardware scaling to AGI by the end of the decade.</p><p>Dylan Patel runs <a target="_blank" href="https://www.semianalysis.com/">Semianalysis</a>, the leading publication and research firm on AI hardware. Jon Y runs <a target="_blank ... Show More
2h 9m
Jan 2025
E127: Interview with CEO of Top AI Company Backed by Founders Fund and Khosla Ventures
In this episode of How I Invest, I sit down with Felix Ejeckam, Co-Founder and CEO of Akash Systems. Felix discusses how Akash is leveraging synthetic diamond technology to revolutionize cooling for high-power microchips used in AI servers and satellite communications. He shares ... Show More
24m 6s
Sep 2021
TSMC
We dive into the unbelievable and unlikely history behind the quietest technology giant of them all: the Taiwan Semiconductor Manufacturing Company. Founded in 1987 by the then-56 year old Morris Chang, already a legend in the semiconductor industry by virtue of his meteoric rise ... Show More
2h 21m
Feb 2025
ASML CEO: EUV Technology, Microchips and Long-term Mindset
<p>In this episode, Nicolai Tangen speaks with Christophe Fouquet, President and CEO of&nbsp;ASML&nbsp;- the company that makes the ultra-sophisticated machines needed to produce the world's most advanced computer chips. They discuss&nbsp;ASML's groundbreaking technology, the fut ... Show More
59m 47s
Feb 2021
AI at the Edge - When is it Better Than Centralized Compute? - with Geoffrey Tate of Flex Logics
Returning with us today is the great and brilliant Geoffrey Tate, Co-Founder and CEO of Flex Logix, a leader in AI chip engineering, offering Neural Inferencing Semiconductor IP/Software and eFPGA Semiconductor IP/Software. In this episode, Geoffrey and I speak about when it make ... Show More
22m 8s
Nov 2025
First Time Founders with Ed Elson – This Physicist Is Building AI Droids
Ed speaks with Matan Grinberg, co-founder and CEO of Factory, an AI company focused on bringing autonomy to software engineering. They discuss the long-term future of AI, the role of regulation, and whether or not he’s concerned about an AI bubble. Learn more about your ad choice ... Show More
58m 53s
Oct 2024
The Chips are Down (and Up!)
Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?  (00:42) Jason Moser and Matt Argersinger discuss: - The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says abou ... Show More
40m 24s
Jan 2025
Semi Charmed Life Cycle with Gene Munster | Okay, Computer.
Dan Nathan and Gene Munster from Deepwater Asset Management discuss the current state of the semiconductor market, emphasizing strong performances from tech giants driven by positive forecasts from Foxconn. They delve into hardware trade concerns, Nvidia's outlook, and custom Sil ... Show More
28m 59s
Mar 2025
Nvidia’s New Chips, with a Side of Valuation
Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? (00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus: - The coming generation of chips. - Increased competition from hyperscalers. - Partnerships in fast food, autonom ... Show More
33m 19s