YouSaid · the spoken record

Lisa Su

lines on the record
56
first
2025-05-01
most recent
2025-05-01
sittings or episodes
1
sources
podcast

Every line below is reproduced as it was said and linked to the record it came from. Nothing here is summarised or generated. Directory · Search · Corrections

  1. “United States. That is definitely new. I would say 10 years ago, that wasn't the case. Five years ago, maybe a little bit, but sort of in the last few years, that's become top of mind. And what does that mean to us? Okay, so first of all, the investment arcs are not changing. At the end of the day, in a technology business, it's about making long-term bets. We decide what technology goes into our products like three to five years in advance. And at the end of the day, our job is to build the best. So we have to keep pushing the envelope on new innovation. That doesn't change. What does change are a few things, right? And it's not even just what's happened in the last 90 days. It's been what's happened for the last few years, right? Supply chain resiliency becomes really top of mind. So when, for example, during the pandemic timeframe, that was a completely unexpected thing.”

    2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT

  2. “We are recognizing that semiconductors are now very high priority lists on sort of all national agendas. And that is new.”

    2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT

  3. “So, I still think we're in the very early innings of usage. I would say, you know, this is a 10-year arc, and maybe we're two years into a tenure arc. But the way I think about AI is there's, let's call it, regular usage. And regular usage is companies, we think about companies trying to use AI to become more productive, right? Okay. How do I make something that is right now very manual and very labor intensive, you know, much more operational? That's sort of one part of AI. But I think the other part of AI, and it's similar to the internet era, which is, you know, you first had companies just using the internet, and then you had companies that were truly changing their business model because of the internet. I think you're going to see the same thing in AI. And we see that in our own work too.”

    2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT

  4. “AI has been around for a long, long time, but what was true about it is it was sort of so hard to use because not everyone had access to AI. And what that chat GPT moment unlocked was that, wow, now everybody can interact with AI. Like my dad can interact with AI because you're using spoken language, you're using text, you're using a way of expressing how do you get a computer to do things without having to have deep knowledge of programming languages and things like that. I think that moment just unlocked the fact that if we can make computers easier to use, then we can get so much more productivity, capability actually, you know, sort of new opportunity.”

    2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT

  5. “But it's the idea that hardware, I like hardware. I like to build things. And so the idea of chips, you know, these are the brains of computers, and at that time they were small computers. Now they're very, very big computers. I really enjoyed. But at the time, a lot of people were like, hey, software, that's a much more exciting field. So it's kind of foundational to say that right now chips are really sort of the underpinnings of this entire tech community, where AI is going. And that's one of the things that I do feel very fortunate about that I'm in an industry that makes that much of a difference. Now back to how do I think about these things? I mean, you've seen these technology arcs, Kara. They go in waves, you know, let's call tenure waves. And you saw that when the internet came out and then you saw that when PCs came out and then when the cloud came out. And AI is like one of those waves. But I would say that it's probably the biggest wave that I've seen in”

    2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT

  6. “Well, first of all, Kara, it's great to be here. Great to see everybody in the audience. I like talking about chips. You're going to see that from me. I started in the chip industry. I mean, I'm going to date myself, but I've been in the chip industry for 30 years. And back when I went to school, chips were not exciting.”

    2025-05-01 · On with Kara Swisher · AMD CEO Lisa Su on AI Chips, Trump's Tariffs and the Magic of Open Source · IDENTIFIED FROM THE TRANSCRIPT