Jon Quast
speaker
8,197 appearances
81 recordings
2 series
first heard Oct 2025
last heard 21 Sep
Jon Quast’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.
Appearances
But kind of these, as you pointed out, Rachel, these more agentic workflows.
So this is the big trend in AI.
The third wave, as Jensen Wong called it.
These AI agents, it's creating an exponential increase in need for the CPUs.
And so that's really what it's trying to address here.
I don't know.
Guys, what do you think?
Is this something that is actually going to cause...
customers to switch from AMD Intel to a more ARM-based architecture?
All right, so let's just get to the bottom line here as we close out this topic.
After NVIDIA's announcement here for the Vera CPU, are you worried for Intel and or AMD?
Matt, you go first.
Rachel, how about you?
Well, after the break, we're going to be talking about one of the world's largest bank accounts.
It's actually finally spending some money.
Welcome back to Motley Fool Hidden Gems Investing.
So Berkshire Hathaway, I know this is also not a hidden company.
This is a trillion dollar conglomerate.
But over the weekend, it announced that it is acquiring a home builder.
That's Taylor Morrison for $8.5 billion.
Showing 3521–3540 of 8,197 · page 177 of 410
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