
TechCheck A Trio of CEOs Join from CES: AMD’s Lisa Su, CrowdStrike’s George Kurtz & Qualcomm’s Cristiano Amon 01/05/23
Jan 5, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 4min
Canary in the Coal Mine?
04:17 • 3min
CES Auto Show - Is That Coming Through?
07:03 • 2min
The Future of the Semiconductor Industry
08:43 • 2min
Is This the Beginning of a Wave?
11:11 • 5min
Dell Is Trying to Phase Out All the Chips Made in China by 2025
15:50 • 5min
Are Deal Cycles Longening or Adoption Pausing?
20:29 • 5min
The Great Recession - A Great Opportunity for Security Companies
25:32 • 1min
Is There a New Growth Cycle for Broadband?
26:48 • 2min
Is 2023 Going to Be a Tough Year for Media?
28:26 • 2min
The Holiday Season on Consumer Spending
30:26 • 2min
Is There a Slowdown in E-Commerce?
32:17 • 5min
The Future of Automotive and EV and ADAS?
37:22 • 5min
CES - What's Going to Happen?
42:18 • 2min
