Best Jay Goldberg Podcasts (2024)

1
Founders, Leaders and Futurists in Palliative Care: Connie Dahlin, Jay Vanston, Mary Lynn McPherson 27:41

4h ago27:41

27:41

Constance Dahlin, MSN, ANP-BC, ACHPN®, FPCN, FAAN is a consultant to the Center to Advance Palliative Care, a palliative nurse practitioner at North Shore Medical Center and co-director of the Palliative APP Externship. Vincent Jay Vanston, MD FAAHPM HMDCB has been working in the field of Hospice and Palliative Medicine for over 25 years. His work …

1
Episode 72: Apple Intelligence and Closed Loop Private Computing 32:53

3d ago32:53

32:53

Apple announced Apple intelligence, integrating AI in a very Apple way. They are focusing on on-device AI to align with their privacy philosophy. The features are only available on the most recent Apple Silicon iPhone pro and newer models. The implementation of AI is focused on useful feature-centric applications rather than general AI. Apple's inf…

1
CSCP S4EP17 - Adam Shostack - Threat modelling in past and future with Adam Shostack from vulnerability to ASPM and modern application security 33:00

4d ago33:00

33:00

Join us in this insightful episode of the Cybersecurity and Cloud Podcast, where host Francesco Cipollone sits down with the pioneer of threat modeling, Adam Shostack. Dive into the intricacies of Application Security Posture Management (ASPM), effective threat modeling practices, and the innovative solutions offered by Phoenix Security. Gain valua…

1
Episode 71: Computex 2024 - Main Takeaways and Key Debates Emerging 44:21

9d ago44:21

44:21

Computex has evolved into an important tech trade show, with a focus on gaming, GPUs, and components for gaming and PCs. The show has seen a shift towards data center components and AI servers, which have become a significant category. AMD and Intel are both making chips for AI PCs, with AMD leading in NPU tops. Qualcomm's Snapdragon is ahead in pe…

1
Episode 70!!! NPUs!!!!!!!! 51:46

18d ago51:46

51:46

With Special guests, Austin Lyons and Paul Karazuba! The conversation covers the topic of NPUs (Neural Processing Units) and delves into their architecture, performance, and relevance in the semiconductor industry. The discussion also addresses the use of tops per watt as a metric for NPU performance and the design origins of NPUs, including the us…

1
Episode 69: Google Silicon, Microsoft BUILD NPUs, and NVDA Earnings 47:03

23d ago47:03

47:03

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Google I/O event and the introduction of new TPUs and CPUs. They also explore the ARM architecture in the data center and the potential for switching between different ARM CPUs. Additionally, they touch on Qualcomm's launch of Windows on ARM and the significant adoption of Qualcomm SK…

1
CSCP S4EP15 - Akira Brand - Singing the Tune of Application Security with Akira Brand 32:34

24d ago32:34

32:34

Join us for an in-depth discussion on the challenges and strategies of Application Security Program Management (ASPM) in today's fast-evolving tech landscape. Francesco Cipollone welcomes guest Akira Brand, a seasoned application security engineer and cybersecurity consultant, to explore practical insights into securing applications in the cloud an…

1
CSCP S4EP16 - Irene Michlin - Threat Modelling in the age of AI 37:31

25d ago37:31

37:31

Listen in as we navigate the crucial role of threat modeling in the landscape of application security with our esteemed guest, Irene Michlin, the application security lead at Neo4j. Together, we peel back the layers of integrating a developer's insight into the security process and how it fortifies the software development lifecycle. Irene's journe…

1
Building a Winning Brand with Bernie Mullin 31:43

28d ago31:43

31:43

Dr. Bernie Mullin is a globally recognized management and marketing consultant and speaker, renowned for his unique approach to sports marketing. Co-author of the book “Sports Marketing,” Bernie's career spans over 30 years as a chief executive or senior director in prominent organizations in professional sports, collegiate athletics, and entertain…

1
Episode 68: The Wide World of FPGAs 37:57

29d ago37:57

37:57

In this episode of The Circuit, Ben Bajarin interviews Esam Elashmawi, Chief Strategy and Marketing Officer of Lattice, about the world of Field-Programmable Gate Arrays (FPGAs). They discuss the basics of FPGAs, their unique capabilities, and their pervasiveness across various applications. They also explore the advantages of FPGAs over Applicatio…

1
Episode 67: A Conversation with Aart de Geus on EDA and the Future of Silicon Design 42:20

1M ago42:20

42:20

In this episode of The Circuit, Ben Bajarin and Jay Goldberg interview Aart de Geus, the executive chair and co-founder of Synopsys, about the semiconductor industry and the evolution of electronic design automation (EDA). They discuss the concept of EDA and how it allows designers to simulate and optimize circuits without physically building them.…

1
Episode 66: Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial) 36:01

1M ago36:01

36:01

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on the sectors of data centers, PCs, mobile, automotive, and industrial semiconductors. They analyze the performance of companies like Intel, AMD, Nvidia, Apple, Qualcomm, and NXP, and explore the factors influencing …

1
Episode 65: Capex to the Moon! 40:04

2M ago40:04

40:04

Summary In this episode, Ben Bajarin and Jay Goldberg discuss the skyrocketing capex by cloud hyper scalers and its implications. They explore the significant growth in capex spending by companies like Google, Microsoft, and Amazon, and the connection between capex and revenue growth. They also discuss the challenges of monetizing AI investments an…

1
Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over) 39:34

2M ago39:34

39:34

Episode Summary The recent downturn in semiconductor and AI-related stocks has sparked concerns about a bubble. The volatility in these stocks can be attributed to the unpredictability of retail investors and traders. The market is experiencing a correction, but it does not indicate a slowdown in AI. The hype around AI has been tempered by the real…

1
CSCP S4EP14 - Izar Tarandach - The Future of Threat Modeling and Product Security, with Izar Tarandach 39:00

2M ago39:00

39:00

This episode features guest Izar Tarandach, a seasoned security architect with extensive experience in application security, cloud security, and the development of comprehensive security frameworks. Our discussion navigates through the latest trends in application security, the pivotal role of DevSecOps, and the strategic integration of security pr…

1
Episode 63: The Continued March of Custom Silicon, is it Sustainable? 44:25

2M ago44:25

44:25

This episode of The Circuit discusses the recent trend of companies developing their own custom CPUs and accelerators for AI workloads. Google, Amazon, and Microsoft have all announced their own custom chips, while Facebook and Marvell are also entering the custom chip market. The conversation also touches on the challenges and trade-offs of custom…

1
Episode 62: Intel Foundry Financials and CHIPS Act Strategies 30:06

2M ago30:06

30:06

Summary In this conversation, Ben Bajarin and Jay Goldberg discuss the recent Intel webinar on the foundry business and the financial breakout for Intel Foundry Services (IFS). They analyze the financial details, including the higher costs and lower margins than expected, and the potential for improvement in the future. They also discuss the impact…

1
CSCP S4EP13 - Josh Goldberg - Crafting Secure Applications in the Age of AI with Josh Goldberg 38:10

2M ago38:10

38:10

A dev perspective on application security: Dive deep into the pivotal nexus of cybersecurity, application security, and software development in our latest podcast episode featuring Josh Goldberg, a renowned figure in the TypeScript ecosystem. This episode sheds light on the evolving realm of secure coding practices, acknowledging the progress achie…

1
Episode 61: A Holistic Analysis of Nvidia 49:07

3M ago49:07

49:07

In this episode, Ben Bajarin and Jay Goldberg discuss the competition faced by Nvidia in the semiconductor industry. They explore various competitors, including AMD, Intel, and startups like Grok, Etched, and Cerebras. They also delve into the threat posed by custom silicon and the strategies of hyperscalers like Google, Microsoft, Facebook, and Am…

1
Maximizing the Value of Your Business with Pat Renn 31:07

3M ago31:07

31:07

Pat Renn is a financial professional who has been cited in ABC, NBC, FOX, and CBS for his work in wealth management. A CERTIFIED FINANCIAL PLANNER™ with over 35 years of financial counseling experience, he is also the president and founder of The Renn Wealth Management Group. Pat once served as president of both the Georgia Society of the Institute…

1
Episode 60: Takeaways, observations, and insights from Nvidia GTC 45:19

3M ago45:19

45:19

Nvidia's recent keynote highlighted their dominance in the data center and their position as a platform company. They offer a full stack solution and are recognized for their sum of the parts story. While some customers may be concerned about getting locked into Nvidia's ecosystem, many appreciate the simplicity and turnkey nature of their offering…

1
CSCP S4EP12 - Raj Umadas - Diving Deep into Cybersecurity and Application Security Journey exploring Frontiers with Maestro Raj Umadas 38:10

3M ago38:10

38:10

What does it take to get into application security from pentesting? Will AI replace the role of product security? How do you start an application security program and write a book about it? Join us on the Cybersecurity and Cloud Podcast as we welcome the insightful Raj Umadas, head of InfoSec at Ackblue, for a vibrant discussion on the varied pathw…

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Episode 59: Discussing All Things AI Accelerators With Austin Lyons 49:56

3M ago49:56

49:56

In this conversation, Ben Bajarin, Jay Goldberg, and Austin Lyons discuss the semiconductor industry and the role of AI accelerators. They cover topics such as the future of Intel, the spectrum of AI accelerators, the dominance of Nvidia in training, the failure of accelerator startups, and the debate between general-purpose and specialized acceler…

1
Episode 58: Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling 43:38

3M ago43:38

43:38

In this episode, Ben Bajarin and Jay Goldberg discuss the thermal problem faced by data centers and other electronic devices. They are joined by Carl Schlachte, the CEO of Ventiva, a company that provides innovative cooling solutions. The conversation covers the origin story of Ventiva, the challenges faced by the company, and the unique technology…

1
Episode 57: MWC 2024 Observations and Insights 44:43

4M ago44:43

44:43

Summary In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the infrastructure side of telecom at Mobile World Congress. They highlight the importance of the show for telecom operators and the focus on networking and telecom infrastructure. The conversation covers the current state of 5G deployment and the upcoming transition to 6G…

1
CSCP S4EP11 - Derek Fisher - Strengthening Digital Defenses Inside Application Security and the Role of AI in Cybersecurity 32:33

4M ago32:33

32:33

Will AI replace the role of product security? How do you start an application security program and write a book about it? One of the best Application Security mind Derek Fisher is with us today. Join us on a captivating journey as Derek, a mastermind in product security and a prolific author, shares his expertise on setting up a fortified applicati…

1
Weathering the Storms with People You Trust with Steve Reisig 32:46

4M ago32:46

32:46

Steve Reisig is one of the founding partners of SRSA Commercial Real Estate and specializes in the leasing and sale of office and industrial space. His impressive career includes over 33 years of experience in commercial real estate brokerage, consulting, and asset management and his portfolio boasts over One Billion dollars in sales and leases.Rei…

1
IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King 49:52

4M ago49:52

49:52

Summary This episode of The Circuit discusses the recent Intel Foundry event and Nvidia's earnings. The conversation explores Intel's focus on becoming a leading foundry and its bet on advanced packaging. The hosts also discuss concerns about Intel's culture and execution, as well as the response from TSMC. The episode concludes with predictions ab…

1
Winning in Baseball and in Business with Joel Goldberg 37:09

4M ago37:09

37:09

The voice of the Kansas City Royals, Joel Goldberg is also an Emmy Award-winning broadcaster, keynote speaker, and published author. He began dreaming of a career as a sportscaster at a young age, always wanting to deliver news of the previous night’s game to his teachers. He’s spent more than a quarter century on television, relying on relationshi…

1
Episode 55: Intel IFS Economics and Last Fabs Standing 40:34

4M ago40:34

40:34

Summary In this episode, Ben Bajarin and Jay Goldberg discuss the puzzle of Intel foundries and the challenges of determining their revenue. They explore historical economics data points and the exit zone for leading-edge fabs. They analyze the revenue and financial projections for Intel Foundry Services (IFS) and the need for external customers. T…

1
CSCP S4EP10 - David Matousek - Will Ai replace Product Security? automation vs experteese 23:53

4M ago23:53

23:53

Will AI replace the role of product security? This is an enlightening conversation with David Matousek exploring the intersection between automation and product security in application security. Join us on this enlightening journey with David Matousek, as we explore the intriguing world of product security within the cybersecurity realm. Listen in …

1
Episode 53: Supply Chain Demand Help and Dueling Mega Cycles 38:22

4M ago38:22

38:22

Summary The conversation discusses Sam Altman's plan to raise $7 trillion for semiconductors and the potential challenges and motivations behind it. It explores the idea of negotiation and leaked stories as part of the process. The conversation also delves into the simultaneous demand for compute in both hardware and software industries and the nee…

1
Episode 52: AI and Outsized Expectations 41:31

5M ago41:31

41:31

Summary In this episode, Ben Bajarin and Jay Goldberg discuss the outsized expectations for AI growth and the impact on stock market reactions. They explore the challenges of modeling AI growth and the difficulty of charging more for AI features. They also discuss the potential for AI to accelerate refreshment cycles and the importance of realistic…

1
CSCP S4EP09 - Micheal Smith - Code to Network Reachability how to use WAF to prioritize vulnerabilities 39:00

5M ago39:00

39:00

This is an enlightening conversation with Michael Smith exploring the intersection between vulnerabilities, DDoS and WAF technologies. Join us as we reconvene with cybersecurity virtuoso Michael Smith, Field CTO at Verkara, for a rerecording further to explore the fascinating intersection of cybersecurity and cloud technology. Listen in as Michael …

1
Episode 51: Intel Earnings and Foundry Trends 37:16

5M ago37:16

37:16

Summary In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings call and the challenges the company is facing. They analyze the guidance provided by Intel and the concerns raised by investors. The conversation also delves into Intel's core businesses, including the consumer and data center groups, and the impact of competition…

1
Founders, Leaders And Futurists In Palliative Care Judy Knudson MS PA - C, BSN 28:06

5M ago28:06

28:06

Founders, Leaders And Futurists In Palliative Care Judy Knudson MS PA - C, BSN by Palliative Care Chat - University of MD BaltimoreBy Palliative Care Chat - University of MD Baltimore

1
Episode 50: TSMC Earnings Set Stage for 2024 37:36

5M ago37:36

37:36

Summary In this conversation, Ben Bajarin and Jay Goldberg discuss the latest news and trends in the semiconductor industry, with a focus on TSMC's strong earnings and growth forecast. They explore the importance of AI in TSMC's business and the strong position of NVIDIA in the AI market. They also discuss the challenges of designing AI-first silic…

1
CSCP S4EP08 - Jay Jacobs - A Conversation with Jay Jacobs: Exploring the Future of Vulnerability Management and Data Science 43:09

5M ago43:09

43:09

This is an enlighting conversation with Jay Jacobs - Exploring the Future of Vulnerability Management and Data Science Unlock the secrets of cybersecurity's intricate dance with data science as I, Francesco Cipollone, sit down with tech wizard J Jacobs, co-founder of Cyanthia. Prepare to be captivated by J's inspiring tech odyssey, from his youthfu…

1
Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook 40:15

5M ago40:15

40:15

Summary In this episode, Ben Bajarin and Jay Goldberg discuss their experience at CES and the presence of AI in various products. They explore the evolution of massage chairs and the AI wash in the industry. They also analyze the two tracks of AI at CES, with a more muted presence in big vendor booths and a greater focus in Eureka Park. The convers…

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Episode 48: Semiconductor Industry Wish Lists for 2024 39:59

5M ago39:59

39:59

Summary In this episode, Ben Bajarin and Jay Goldberg discuss their hopes and predictions for the semiconductor industry in 2024. They cover topics such as the need for clarity of direction in automotive semis, the potential for partnerships and spin-offs in the industry, the importance of venture funding for semiconductor startups, the need for a …

1
CSCP S4EP07 - Caleb Sima - A Conversation with Caleb Sima - Bridging Offense and Defense in Cybersecurity and AI Promise for the Future 40:08

6M ago40:08

40:08

This is an enlighting conversation with Caleb Sima a returning guest on the podcast - Bridging Offense and Defense in Cybersecurity and AI Promise for the Future. Join us for the return of an esteemed guest, Caleb, for an engaging conversation with cybersecurity veteran Caleb Sima on our latest podcast episode. Caleb, known for his significant cont…

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Achieving Life-Work Balance with Alina Lee 32:25

6M ago32:25

32:25

In 2021, Alina Lee founded Your Ad Attorney, LLC which serves as outside general counsel to companies in the marketing, tech, retail, utilities, and consulting spaces. Before becoming an entrepreneur, Alina was Senior Corporate Counsel for several corporations including Mailchimp and Southern Company Gas, worked as a corporate transactional attorne…

1
Episode 47: Event Season Insights (Marvell, AMD, Intel) 42:09

6M ago42:09

42:09

Summary In this episode, Ben Bajarin and Jay Goldberg discuss recent semiconductor events, including Marvell's analyst day, AMD's Advancing AI event, and Intel's AI Everywhere event. They analyze the key takeaways from each event, including Marvell's focus on data infrastructure, AMD's new chiplet SOC and AI capabilities, and Intel's architectural …

1
CSCP S4EP06 - Jitender Arora - Overcoming the Cybersecurity Talent Shortage: Innovation, Culture, and Self-Care with Jitendra Arora 31:34

6M ago31:34

31:34

Overcoming the Cybersecurity Talent Shortage: Innovation, Culture, and Self-Care with Jitendra AroraJoin us for a transformative discussion with Jitendra Arora, the non-South Europe CISO at Deloitte, as we unravel the narrative around the talent shortage in cybersecurity. Jitendra brings a fresh perspective that emphasizes the need for creativity a…

1
Episode 46: A Discussion with Arm CEO Rene Haas 36:34

6M ago36:34

36:34

Summary In this conversation Ben Bajarin and Jay Goldberg have a discussion with Rene Haas, President of ARM, provides an overview of the company and its role as the brain that powers electronic devices. He explains ARM's business model of designing CPUs and licensing them to chip manufacturers. Haas discusses the value capture and increasing ARM's…

1
Episode 45: The Japanese Semiconductor Industry 39:28

7M ago39:28

39:28

The conversation explores the current state of the Japanese semiconductor industry and its history of decline in the 1990s. It discusses the structure of the industry, key players, and recent developments such as the establishment of Rapidus, a consortium aimed at advancing semiconductor fabrication in Japan. The conversation also touches on the vi…

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Episode 44: Silicon, Tech Exploration and the Awkward Journey of Progress 33:29

7M ago33:29

33:29

In this week's episode, Ben Bajarin and Jay Goldberg chatted about companies pushing the limits of what is possible with technology and breaking new ground with new products and experiences. They discuss the impacts this has on the semiconductor landscape and why its a necessary, even if awkward, step to progress.…

1
CSCP S4EP05 - Christian Ghigliotty - Product security and effective application security programs 31:14

7M ago31:14

31:14

Get ready to embark on a captivating journey into application security with our guest, Chris Ghigliotty, Director of Security Engineering at JustWorks. A man of many talents, Chris hails from a background in teaching and writing, which lends him a unique perspective on the importance of communication within the cybersecurity industry. We promise yo…

1
Weathering the Storms with People You Trust 32:46

7M ago32:46

32:46

Steve Reisig is one of the founding partners of SRSA Commercial Real Estate and specializes in the leasing and sale of office and industrial space. His impressive career includes over 33 years of experience in commercial real estate brokerage, consulting and asset management and his portfolio boasts over One Billion dollars in sales and leases.Reis…

1
Episode 43: The Custom Silicon Trend Continues 38:40

7M ago38:40

38:40

Ben Bajarin and Jay Goldberg dive into the recent announcements from Microsoft around their new custom silicon chips. They also discuss MediaTek's ambitions, shared from the MediaTek executive summit last week, where they are doubling down on helping people build custom silicon for the data center.By Ben Bajarin and Jay Goldberg

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