Mitesh Agrawal, CEO of Positron AI, building energy-efficient inference chips. Dave Clark, former Amazon operations chief and founder of Augur, deploying supply-chain OSs at enterprises. Jessica Malugian, competition policy director at CEI, on antitrust in media and streaming. Kunjan Sfani, Bloomberg Intelligence semiconductor analyst, on chipmakers, M&A, and market trends. They discuss AMD’s disappointing forecast, AI-driven market sell-offs, Nvidia–OpenAI ties, and chip industry moves.
