Ryan Knudson
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Appearances Over Time
Podcast Appearances
And the success of those folks is in many ways tied to the success of Robinhood.
Vlad has been at the forefront of offering more access and capabilities within the world of our markets to his customers.
In the world of AI computing, one company stands at the top as king.
Can you characterize how big and how dominant NVIDIA is?
That's our colleague Robbie Whelan.
As the AI industry is boomed, more and more companies are developing their own AI chips and coming for NVIDIA's crown.
But the company that might have the best shot is a small one, one you've probably never heard of, Advanced Micro Devices, or AMD.
When Lisa Su took over AMD a little over a decade ago, its market cap was less than $3 billion.
Now, AMD is worth more than $350 billion.
And there's no sign of slowing down.
A few weeks ago, AMD scored a major coup when it inked a massive chips deal with OpenAI.
Recently, Robby sat down with Su to talk about the deal, the company, and why she believes we're only scratching the surface of the AI revolution.
Welcome to The Journal, our show about money, business, and power.
It's Tuesday, December 9th.