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Stord is on track to cross $1 billion in annual revenue this year after 10Xing the business over the last four years. The goal: level the playing field with Amazon Prime for the other two-thirds of commerce on the internet. I sat down with Stord Founder & CEO Sean Henry in Cap Ferrat to talk ab…
Annie Lamont is Co-Founder and Managing Partner of Oak HC/FT, the healthcare and fintech investment firm she built with Andrew Adams. Across 40+ years she has managed $14B, backed 70+ successful exits and 15 IPOs, and been named the top healthcare investor on the Forbes Midas List multiple times. H…
AI's next infrastructure bottleneck? It's everything connecting them. As AI models grow, they increasingly need to run across massive clusters of GPUs. Traditional copper interconnects are running out of steam, pushing the industry toward optical interconnects and silicon photonics. I sat down with…
Europe is preparing to mobilize up to €800B in additional defense spending. But money alone doesn't solve one of its biggest problems. After decades of underinvestment, Europe's defense industry needs to dramatically increase its ability to manufacture at scale. Component lead times can stretch int…
AI's next bottleneck? It might not be GPUs. Memory prices have risen 700% this year, while power, cooling and data transfer are all becoming major constraints on the AI infrastructure buildout. At the same time, the semiconductor industry is approaching the physical limits of simply making transist…
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Sourcery with Molly O'Shea, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.