A Bit Personal Podcast

No matter what you achieve, your family will keep you grounded. Anirudh Devgan, CEO of Cadence, shares that even after major accomplishments, his family’s response is often just “it was OK.” It’s a reminder that staying humble and not getting carried away is part of the journey. 🎙️ A Bit Personal with Jodi Shelton 📅 Anirudh Devgan episode out now #AnirudhDevgan #Leadership #Humility #Cadence #India

The semiconductor industry is just getting started. Mark Edelstone of J.P. Morgan explains that despite massive changes in recent years, the industry remains highly sustainable. Right now, the focus is on LLMs and the data centers powering them, but as AI expands into the physical world, he believes the opportunity for semiconductors will grow even further. 🎙️ A Bit Personal with Jodi Shelton 📅 Mark Edelstone & Collin Stewart episode out now #MarkEdelstone #Semiconductors #AI #JPMorgan #TechMarkets

You need time to think. Anirudh Devgan, CEO of Cadence, explains that great decision-making requires space. When leaders pack their schedules too tightly, they lose the ability to think things through, and without that time, it’s much harder to make the right calls. 🎙️ A Bit Personal with Jodi Shelton 📅 Anirudh Devgan episode out now #AnirudhDevgan #Leadership #DecisionMaking #Cadence #Productivity

Is the market always right? Collin Stewart of J.P. Morgan says not even close. He explains that markets are often poor at predicting the future, especially before there’s real data to go on. Even highly informed economists, strategists, and investors struggle to accurately forecast what’s coming next. 🎙️ A Bit Personal with Jodi Shelton 📅 Mark Edelstone & Collin Stewart episode out now #CollinStewart #Markets #Investing #JPMorgan #Economics

Investment is finally flowing into semiconductors. Mark Edelstone of J.P. Morgan reflects on how, when he started in the 1990s, tech and semiconductors didn’t see the same level of investment attention. Today, that’s changed in a big way. He believes this surge of capital will continue to drive even more growth and innovation across the industry. 🎙️ A Bit Personal with Jodi Shelton 📅 Mark Edelstone & Collin Stewart episode out now #MarkEdelstone #Semiconductors #TechMarkets #JPMorgan #AI

Big Tech has more firepower than ever. Collin Stewart of J.P. Morgan explains that companies like Microsoft, Meta, Alphabet, and Amazon are generating massive free cash flow and are now beginning to tap debt markets as well, giving them even more capacity to invest at scale. 🎙️ A Bit Personal with Jodi Shelton 📅 Mark Edelstone & Collin Stewart episode out now #CollinStewart #BigTech #AI #JPMorgan #TechMarkets

The U.S. and China have more in common than either side likes to admit. Zak Dychtwald points out that both countries share a deep sense of national pride. Each sees itself as the center of the world and often expects other countries to operate within its own ecosystem and worldview. 🎙️ A Bit Personal with Jodi Shelton 📅 Zak Dychtwald episode out now #ZakDychtwald #USChina #Geopolitics #China #GlobalPower

The next big question in AI: where is the return? Collin Stewart of J.P. Morgan explains that after the massive spending wave on AI infrastructure, the key thing to watch over the next two years is ROI. Companies are pouring billions into compute, data centers, and chips. Now the market will be looking closely to see what real economic returns that investment produces. 🎙️ A Bit Personal with Jodi Shelton 📅 Mark Edelstone & Collin Stewart episode out now #CollinStewart #AI #TechMarkets #JPMorgan #Semiconductors

Jensen Huang loves “vibe coding.” The NVIDIA CEO says AI-powered coding will dramatically lower the barrier to building technology. As these tools improve, he believes more people around the world will be able to create software and products, helping close the global technology divide. 🎙️ A Bit Personal with Jodi Shelton 📅 Jensen Huang episode out now #JensenHuang #AI #VibeCoding #NVIDIA #Technology

The biggest AI funding rounds aren’t happening in public markets. Collin Stewart of J.P. Morgan explains how the AI boom is being fueled by companies staying private. Firms like OpenAI and Anthropic have raised enormous private rounds, in some cases larger than the biggest IPOs we’ve seen, showing how much capital is flowing into AI before companies ever go public. 🎙️ A Bit Personal with Jodi Shelton 📅 Mark Edelstone & Collin Stewart episode out now #CollinStewart #AI #OpenAI #Anthropic #JPMorgan

If you’re responsible for people’s lives, you should feel the weight of it. NVIDIA CEO Jensen Huang explains that real leadership comes with anxiety, fear, and vulnerability. When your decisions affect thousands of people, he says, not feeling that pressure isn’t strength; it’s a sign you may not be taking the responsibility seriously enough. 🎙️ A Bit Personal with Jodi Shelton 📅 Jensen Huang episode out now #JensenHuang #Leadership #NVIDIA #Responsibility #Management

Is the AI boom really a bubble? Collin Stewart of J.P. Morgan explains why today’s AI market looks very different from past tech bubbles. In his view, bubbles usually form when capital is cheap, and valuations become wildly stretched. In today’s higher interest rate environment, money is tighter, and companies still need strong fundamentals to justify investment. 🎙️ A Bit Personal with Jodi Shelton 📅 Mark Edelstone & Collin Stewart episode out now #CollinStewart #AI #TechMarkets #JPMorgan #Semiconductors

Waiting to go public can be a strategic advantage. Mark Edelstone of J.P. Morgan explains why many companies are better off staying private longer. The extra time allows businesses to mature, refine their strategy, and build stronger foundations before entering the public markets. 🎙️ A Bit Personal with Jodi Shelton 📅 Mark Edelstone & Collin Stewart episode out now #MarkEdelstone #JPMorgan #IPO #Semiconductors #CapitalMarkets

@MilkRoadAI Thanks for sharing our podcast 🙏

Jensen Huang is the most underrated CEO on the planet. He built NVIDIA into a multi trillion dollar empire that powers every major AI system on Earth. And he made a statement on a podcast that should fundamentally change how we think about intelligence. He was asked a simple question: "Who is the smartest person you've ever met?" He didn’t name a scientist or a billionaire, and in fact, he didn’t name anyone at all. Instead, he took a wrecking ball to the entire idea of what smart even means. His answer started with a warning. "The definition of smart is somebody who's intelligent, solves technical problems. But I find that's a commodity." Then he went further. "Everybody thought software programming was the ultimate smart profession. Look what is the first thing AI is solving. Software programming." The profession that millions of people spent years mastering, that paid six figures, that parents told their kids was the safe path, that profession is what AI came for first. The coders, engineers, the ones everyone called the smartest people in the room. Huang said the real definition of intelligence has nothing to do with test scores or technical brilliance. "My definition of smart is someone who sits at the intersection of being technically astute but has human empathy. The ability to infer the unspoken. The unknowable." He called it seeing around corners. The ability to feel when something is wrong before anyone can prove it and to sense a problem before it shows up on a dashboard. And here is the line that should stop every parent, every student, every hiring manager in their tracks. "That person might actually score horribly on the SAT." The man running a trillion-dollar company just told you your test scores might be worthless. Why? Because when intelligence becomes as cheap as electricity, when anyone can plug into it through an API call, the only thing that stays scarce is human judgment. The ability to know which problems are worth solving, read the room when the data contradicts itself, and make a decision when the algorithm has no answer. This is the CEO of the most important AI company on Earth telling you the rules have already changed. The question is whether anyone is listening.

@damianplayer Thanks for sharing our podcast 🙏

here’s an insanely valuable clip. Jensen Huang on the smartest person he’s ever met and who he thinks will run the next decade:

An empty chair is better than the wrong hire. NVIDIA CEO Jensen Huang explains why he would rather leave a role unfilled than rush to hire the wrong person. The cost of the wrong hire, he says, can be far greater than the patience required to wait for the right one. 🎙️ A Bit Personal with Jodi Shelton 📅 Jensen Huang episode out now #JensenHuang #Leadership #Hiring #NVIDIA #Management

Success often comes after the seventh “no.” Charlie Kawwas shares his belief in the “7 levels of no,” the idea that persistence is essential because the first answer is rarely yes. Growing up, he moved many times as a child and teenager, which forced him to constantly adapt. That experience, he says, became one of his greatest strengths in business. 🎙️ A Bit Personal with Jodi Shelton 📅 Charlie Kawwas episode out now #CharlieKawwas #Leadership #Persistence #Adaptability #Semiconductors

Sometimes the market proves your friend right. Rick Tsai shares how he has known Jensen Huang for many years. Long ago, Jensen told him computing would become a massive market, something Rick didn’t fully believe at the time. Today, his company has pivoted toward computing. 🎙️ A Bit Personal with Jodi Shelton 📅 Rick Tsai episode out now #RickTsai #JensenHuang #Computing #Semiconductors #Leadership

Focus creates different outcomes. Rick Tsai reflects on the difference between talent in the United States and Taiwan. Both have incredibly smart people, he says — but in the U.S. many want to pursue many different paths, while in Taiwan there is often clearer direction on where to focus that talent to succeed. 🎙️ A Bit Personal with Jodi Shelton 📅 Rick Tsai episode out now #RickTsai #Taiwan #Leadership #Semiconductors #GlobalPerspective

Geopolitics is reshaping global supply chains. Tien Wu discusses the possibility of moving parts of his company’s operations out of China and into the United States. As global tensions rise, business leaders are increasingly forced to navigate the intersection of technology, manufacturing, and geopolitics. 🎙️ A Bit Personal with Jodi Shelton 📅 Tien Wu episode out now #Geopolitics #Semiconductors #SupplyChain #ASE #Leadership