Jay Goldberg

Jay Goldberg, CEO of D2D Advisory and expert in the semiconductor landscape, joins the discussion on Arm Holdings. They delve into Arm's revolutionary chip architecture and its unique licensing model that empowers giants like Apple and NVIDIA. The talk spans Arm's historical milestones, including its SoftBank acquisition and recent IPO. Goldberg highlights the contrasting RISC vs. CISC architectures and the competitive dynamics driving innovation in the semiconductor industry. A peek into Arm's strategic partnerships reveals how it's shaping the future of tech.

Jay Goldberg, a semiconductor industry consultant at D2D Advisory and Partner at Snowcloud Capital, brings his expertise to discuss AMD's evolution in the chip-making landscape. They delve into AMD's intense competition with Intel and Nvidia and examine the shift towards custom silicon. The conversation also highlights the geopolitical factors influencing manufacturing and explores the financial dynamics that have improved AMD's position in the market. This insightful breakdown reveals how AMD is navigating the transformative semiconductor industry.

Jay Goldberg, a semiconductor industry consultant and partner at Snowcloud Capital, joins to discuss Qualcomm's crucial role in mobile technology. They delve into Qualcomm's evolution from its wireless origins to a semiconductor powerhouse setting 3G to 5G standards. The conversation highlights its competitive strategies, market challenges, and adaptation to global tensions, particularly around China. Additionally, they explore Qualcomm's impact on emerging technologies like AR and VR, revealing its significant but often overlooked contributions to everyday tech.

Reva Goujon, an analyst at the Rhodium Group, and JP Kleinhans from SNV join Jay Goldberg of Digits and Dollars and Dylan Patel of SemiAnalysis for a riveting discussion. They delve into the CHIPS Act's funding priorities, revealing its impact on major semiconductor firms. The group also explores the existential implications of AI on global power dynamics and the rising risk of a tech 'splinternet.' Additionally, they examine the geopolitical tensions between the U.S. and China and how these dynamics shape the future of technological innovation.

Ben Bajarin, a technology expert, and Jay Goldberg, a cloud investment commentator, dive deep into the soaring capex of cloud hyperscalers like Google and Amazon. They analyze the link between capex spending and revenue growth, spotlighting the hurdles in monetizing AI investments. The duo discusses the exciting potential of innovations in AI wearables, AR, and autonomous vehicles, while also contemplating the economic impact of these advancements. They emphasize the importance of clear consumer use cases and the deflationary effects on tech costs.