Navigating the AI Semiconductor Landscape

Guy Podjarny founded Tessl, Snyk and Blaze. Tessl is reimagining software development for the AI era and shaping AI Native Development. Snyk created and leads the Developer Security category, and is now a multi-billion dollar company with over 1,000 employees. Guy was previously CTO at Akamai (following its acquisition of Blaze), is an active angel investor, and co-hosts of the AI Native Dev podcast.

In Today’s Episode with Guy Podjarny We Discuss: 

03:02 Discussion on NVIDIA's Market Position

04:14 Will We See a Trough of Disillusionment in AI

07:36 The Future of AI Development and Specialized Models

10:17 Challenges and Opportunities in AI Dev Tools

17:41 Concerns About Closed vs. Open Development Platforms

21:27 Speculations on AI's Role in Application Layers

24:40 Google's Competitive Edge

25:28 IPO and M&A in the Trump Era

26:45 The Future Role of Software Developers

32:20 Security Challenges in AI Development

33:41 Spicy Questions and Charity Donations

36:05 Quickfire Round: Insights and Advice