All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin (podcast #348)
Doug O’Loughlin of Fabricated Knowledge and SemiAnalysis returns to the podcast in to dive into all things AI, Power, and Corporate Governance. On the AI side, we discuss where we are in the cycle, if AI is a bubble, and what will drive the next leg of growth. On the corporate governance side, we discuss using signals like off-cycle PSU grants to reflexive incentive structures to find investments, as well as diving into some topical examples. (PS- Doug’s last appearance was podcast #166 on AppLovin, which doubles as the best performing pitch in YAVP history).
This podcast is sponsored by AlphaSense.
Enjoyed today’s podcast with Doug? Check out his AlphaSense webinar “Decoding the AI Infrastructure Ecosystem,” which goes live October 28th and you can pre-register for here.
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