logo
episode-header-image
Feb 2025
33m 59s

The Infrastructure Behind the AI Revolut...

The Motley Fool
About this episode
If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution. (00:21) David Meier and Ricky Mulvey discuss: - Why Microsoft and Meta rely on Arista Networks. - How Arista CEO, Jayshree Ullal, is managing Wall Street expectations. - The downfall of dating app Bumble. Then, (18:45) Anthony ... Show More
Up next
Yesterday
Do AI Moats Exist?
We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travi ... Show More
20m 32s
Sep 15
When the Government Becomes Your Co-investor
The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly shape the capital allocation dec ... Show More
28m 34s
Sep 14
AI Leaders Want to Slow Down Development For…
The dominant story of the past week has been the wave of leaders in the AI space warning about the pace of frontier models and their fear of them getting “out of control”. While that may be true, there may be other reasons why they’re all sounding the alarm at this precise moment ... Show More
27m 7s
Recommended Episodes
Jul 2025
Building a Churn-Proof Relationship Network
<p data-start="102" data-end="197">Client churn may be inevitable, but what if your relationships were strong enough to resist it?</p> <p data-start="199" data-end="603">Knownwell CMO Courtney Baker is joined by CEO David DeWolf and Chief Product and Technology Officer Mohan Rao ... Show More
33m 26s
Jan 2025
Smart Talks with IBM: How Infrastructure is Powering the Age of AI
In this episode of Smart Talks with IBM, Malcolm Gladwell speaks with Ric Lewis, IBM’s Senior Vice President of Infrastructure.  They discuss how hardware capability has enabled the matrix math required to run large language models. Furthermore, they delve into some creative exam ... Show More
55m 34s
Jan 2025
DeepSeek is shaking up the AI world
In this podcast episode, Jamie and Jaeden discuss DeepSeek, a Chinese AI company that has made significant waves in the AI landscape and the stock market. They explore the features and limitations of DeepSeek, its impact on Nvidia's stock, and the implications of censorship in AI ... Show More
16m 28s
Jul 2023
Artificial intelligence and the power of disruption
From predictive analysis to machine learning models to robots, the landscape of artificial intelligence is evolving at a meteoric rate and businesses across every industry have no choice but to adopt. Our experts discuss the existing AI infrastructure, how AI is reshaping the cor ... Show More
16m 23s
Aug 2023
AI Picks and Shovels
Phil Siegel, Founder of AI nonprofit CAPTRS discusses the growing implementation of artificial intelligence. Bloomberg Businessweek Editor Joel Weber and Bloomberg Global Economy Reporter Enda Curran talk about the latest Businessweek story on architect Sahm Rule. Biz Carson, Blo ... Show More
39m 18s
Oct 2024
AI Startups: The Next Big Thing
In this episode, Jaeden and Jamie discuss the latest trends in AI investment, highlighting key players and innovative startups that are shaping the future of technology. They explore the significance of funding in driving disruption across various industries, including finance, h ... Show More
13m 28s
Nov 2023
Exploring AI's Pace of Evolution, AGI's Future, and Data Dominance with Adept CEO David Luan | E1855
This Week in Startups is brought to you by… Brave. If you're building AI and search-based applications, train your models with the Brave Search API. Get started for free at brave.com/jason Arising Ventures is a holding company that acquires tech startups facing setbacks. Arising ... Show More
38m 16s
Nov 2023
OpenAI Drama Casts a Shadow on Tech Industry
Andrew McAfee, Principal Research Scientist at MIT and author of The Geek Way, explains how the OpenAI saga could impact future development of artificial intelligence. Mary Lou Gardner, Associate Partner for CPG, Retail and Logistics at Infosys Consulting, discusses retail earnin ... Show More
36m 30s
Jul 2023
Designing Your AI Blueprint
<p>AI is evolving daily, challenging businesses to adjust and adapt. Vladimir Lukic, global leader of BCG’s Tech &amp; Digital Advantage practice, demystifies what companies need to get right when implementing AI. A shift in mindset can go a long way toward unlocking AI’s potenti ... Show More
21m 55s
Jun 2025
"Meta x Scale AI: Powering the Next Wave of Intelligence"
In this episode, Jamie and Jaeden explore Meta’s potential multi-billion dollar partnership with Scale AI and its implications for the future of artificial intelligence. They unpack the critical role of data labeling in training AI models, the rapid rise of Scale AI, and how this ... Show More
8m 30s
Listen to millions of songs and podcasts on Anghami