Lisa Su

speaker

165 appearances 2 recordings 2 series first heard May 2025 last heard 9 Dec

Lisa Su’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.

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Pivot · AMD CEO Lisa Su on the “Dead Sexy” AI Chips Race - On with Kara Swisher · 10 May 2025 podcast

But at the end of the day, I spend, you know, 95% of my time thinking about the semiconductor industry and what we can do within that view. And so I think the opportunity in places like, you know, this is how do we be, let's call it, not necessarily polarizing. So you can say I'm diplomatic.

I wouldn't use the word diplomatic, but I'm not like, I'm not out to make a headline, but I am out to be pretty authentic. So if you ask me a question, I will do my best at answering it and recognize that, you know, the world and, you know, sort of the country goes through waves and, and, As you go through all those waves, our job is to run a good company.

Better than run a good company, run a great company. And continue to be the best at what we do.

By the way, Tesla is a customer, and they're a good customer. Look, do I think... tech CEOs are spending too much time on politics. I think as a tech CEO, I spend more time, not on politics, but on government-related things, much, much more time today than I did three years ago or five years ago. And I have to, right? Because you just went through the litany of the reasons why.

We need to understand tariffs. We need to understand export controls. I think the most important thing that we need to do is to make sure that people understand our business. And if you think about other industries, like you think about the automotive industry or the aerospace industry, they've been doing this forever because they were much more entwined in the national economy. We weren't.

You guys just keep doing what you're doing. Now we are absolutely in the middle of the national economy, the national security. And so, yes, we need to spend more time. And that doesn't mean you're not going to see me There's no chainsaw for Lisa Su, right? Sorry, I'm not going to make you insult Elon. Go ahead. It's not about being seen, but it is about being heard.

And I've learned this notion of not, you know, whereas the semiconductor dynamics of supply chains and manufacturing dynamics and design dynamics are second nature to us. For those who are kind of establishing policy, it's not second nature to them. And we need to help educate. And that's the way I view this. This is like, hey, we get it. We're important. We're foundational.

Now let me help be part of the solution and not just be someone lobbying for my company.

Well, I don't think I'm good at it.

Anything that you're not great at, you find a little bit exhausting.

But you're learning, and you're learning how to make an impact on something that's very important for the country.

Yeah. So I look at it a couple of different ways. First of all, you know, we cannot... rank our own value based on what the market is doing on any given day. I tell my employees that. I tell my employees, hey, don't spend too much time looking at the market because the market will go up, the market will go down. We're still the same company that we were. Frankly, it's all about long-term growth.

For us as a tech company, it's all about the product roadmap. Great products, deep customer relationships end up with long-term growth, and that's what we're trying to do. I also am quite motivated by this notion that I believe in tech for good, and tech for good is the notion that the products or the technology that we're building actually does make the world a better place.

I know that sounds really like... No, I believe you, actually. I don't believe most. No, no, no, but... No, like, I really mean that. No, I think you do believe. I really, like, why am I in tech? Like, why am I in semiconductors? It's for that reason, because I believe the stuff that we're doing... Because they're dead sexy, as you noted, but go ahead.

Because the stuff that we're doing actually makes a difference. And if you actually make a difference, then that should show up in your market cap over a range of time. And I really do believe that. Like, I'm... super excited about what we have in front of us.

And yes, AI is a big piece of that, but AI is a piece of a larger story of how do we use tech to make the lives of billions of people better.

I think people are spending too much time trying to predict exactly what's going to happen in the short term. The bubble. Yes. Is it bubble? Is it digestion? What's the latest model? Is some model going to come out and change the world? When is AGI coming? I think we're probably spending too much time on those types of questions because everybody wants the answer, and there is no answer.

There is no answer. I think where it's underappreciated, is how early we are in the cycle. Like it's really underappreciated that we are Two years in a 10-plus year cycle. That the AI that we're experiencing today is nowhere near as good as it can be. And that I truly believe that it will kind of change the norms of what we consider tech to do for us. And for enterprises, it's about...

business model innovation. And for, you know, us as, you know, sort of people experiencing AI, it's about, you know, making, you know, our lives, you know, just better.

You know, that it would... I can't say cure cancer.

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