Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Brody Ford

πŸ‘€ Speaker
67 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

Are customers increasing total spend with Salesforce, right?

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

I mean, is this a question of you're spending money on agent force, but you're not expanding your seats on the core platform?

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

The jury is still out on whether...

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

Generative AI means that leading platforms remain this kind of center of gravity.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

Brodie Ford, we thank you, as always, for talking us through software.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

To listen early and add free on Apple Podcasts, subscribe now at Bloomberg.com backslash podcast offer.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Right.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

If you're sitting in California or Seattle, which is where a lot of experienced cloud infrastructure people sit and you hear, let's move to Nashville.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Maybe you love country music and you're stoked.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

But in a lot of cases that we're hearing, they say, well, you know, there's not a whole lot of industry out there.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

What if I move out there and I get laid off?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

So this is one of these tales of the tech industry wanting to become more distributed across the U.S., lower cost of living, lower taxes.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

But your talented workforce is still clustering in these West Coast hubs.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Yeah, I mean, they're excited, right?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

You hear one of the most important tech companies wants to bring 8,000 workers and develop a new campus.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

That's great news for local economic development.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Just the question will be, how long does it take to attract all of these people?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

What does it look like?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

And does it bring these network effects?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

I mean, the campus is on track.