Semiconductors & Cars w/ Rohan of On Semi - BRT S03 EP12 (111) 3-20-2022
Release Date: 03/21/2022
AZ Tech Roundtable 2.0
Opening Day - Gambling & Charlie Hustle w/ Keith O’Brien + History of the World Series by Tyler Kepler NYT Baseball Writer AZ TRT S05 EP14 (229) 4-7-2024 What We Learned This Week Gambling Scandal parallels of Pete Rose vs Dodger’s Shohei Othani Charlie Hustle the icon - Rise & Fall Business of Baseball - Drafting Players to Analytics & how the Game has evolved History of the World Series - Did Babe Ruth call his shot? Guest: Keith O’Brien Website: Keith is the New York Times best-selling author...
info_outline Big Data, AI, + Psychographics – How Amazon, Google & Other Big Tech Keep You on Their Platform Revisited w/ Manu Aggarwal - AZ TRT S05 EP13 (228) 3-31-2024AZ Tech Roundtable 2.0
Big Data, AI, + Psychographics – How Amazon, Google & Other Big Tech Keep You on Their Platform Revisited w/ Manu Aggarwal - AZ TRT S05 EP13 (228) 3-31-2024 What We Learned This Week: Netflix, FB, Amazon, Microsoft, Apple, Google/YT – Tech co’s track all your data, create your profile and serve you what you like and connect you with others of the same interest and feed more interesting data. AI uses a Recommendation Model – you bought this, so you’ll like this. This model is 100x smarter now than years ago (getting smarter) and goes deep down the data...
info_outline Diagnostics in Life Sciences is the Key to Healthcare w/ Mara Aspinall of Illumina Ventures - AZ TRT S05 EP12 (227) 3-24-2024AZ Tech Roundtable 2.0
Diagnostics in Life Sciences is the Key to Healthcare w/ Mara Aspinall of Illumina Ventures AZ TRT S05 EP12 (227) 3-24-2024 What We Learned This Week Diagnostics is the key to healthcare, identifying medical issues and designing the right treatment for the patient Five Levels of Diagnostics – Screening, Diagnosis, Prognosis, Interacting, & Monitoring Illumina Ventures is a life sciences venture capital firm with 35 companies in their portfolio Their investment companies deal in genomics, cancer testing, telehealth, at home testing &...
info_outline Crossing the Chasm & Tech Adoption Revisited w/ Geoffrey Moore - AZ TRT S05 EP11 (226) 3-17-2024AZ Tech Roundtable 2.0
Crossing the Chasm & Tech Adoption Revisited w/ Geoffrey Moore AZ TRT S05 EP11 (226) 3-17-2024 Things We Learned This Week • Crossing the Chasm book (1990) has become part of the lexicon for Tech Industry knowledge, mass influence on Tech CEOs last 25 years, constant references • Chasm – early market vs. mainstream market • 5 Stages of Adoption – Innovators, Early Adopters, Early Market Pragmatists, Late Majority, Laggards • Win tech...
info_outline Leaders Teach us the Why, Playing Infinite Games & A Bit of Optimism w/ Simon Sinek - AZ TRT S05 EP10 (225) 3-10-2024AZ Tech Roundtable 2.0
Leaders Teach us the Why, Playing Infinite Games & A Bit of Optimism w/ Simon Sinek AZ TRT S05 EP10 (225) 3-10-2024 What We Learned This Week Best Selling Author & Speaker Simon Sinek talks Leadership & creating safe environments New Podcast A Bit of Optimism - inspiring stories Start With the Why - tell people the Why, before the What & How Playing Infinite Games - long term over short term Leaders Eat Last - Empathy, care about employees Guest: Simon Sinek, Best Selling Author & Speaker Simon is an unshakeable...
info_outline SciFi Movies & Edward Zwick Hollywood Director - AZ TRT S05 EP09 (224) 3-3-2024AZ Tech Roundtable 2.0
SciFi Movies & Edward Zwick Hollywood Director AZ TRT S05 EP09 (224) 3-3-2024 What We Learned This Week Ed Zwick Hollywood Director & Producer with 40 years in the industry ILM - Industrial Light & Magic is the premiere special fx company created by George Lucas SciFi Movies predicted the Future – what has become reality? The Internet & Choice – How the Martix movie showed us a new reality of virtual worlds that seem too real AI Man vs Machine – Blade Runner and The Terminator movies give terrifying scenarios of AI run amok Guest: Edward...
info_outline Software Delivered AI w/ Brian Stevens of Neural Magic - AZ TRT S05 EP08 (223) 2-25-2024AZ Tech Roundtable 2.0
Software Delivered AI w/ Brian Stevens of Neural Magic AZ TRT S05 EP08 (223) 2-25-2024 What We Learned This Week Neural Magic Deepsparse software helps B2B Clients incorporate AI into their tech stack Large Language Learning Models of AI can be costly & require massive computing power Their clients now control their AI Model Opensource AI Foundation Models for training AI uses a Recommendation Model Guest: Brian Stevens Chief Executive Officer of Neural Magic Brian Stevens is chief executive officer of Neural Magic. A tech...
info_outline IT Setup & Cybersecurity w/ Luciano Aguayo of Redgear - AZ TRT S05 EP07 (222) 2-18-2024AZ Tech Roundtable 2.0
IT Setup & Cybersecurity w/ Luciano Aguayo of Redgear AZ TRT S05 EP07 (222) 2-18-2024 What We Learned This Week RedGear provides turnkey IT solutions for clients. Outsource IT to shift liability IT often an afterthought, when it should be a major priority - lifestyle of tech in a business Data is lifeblood of a company, need security Cybersecurity is just one part, need to monitor physical location, who has access, email, etc Guest: Luciano Aguayo of Redgear Luciano Aguayo is a Texas native, and an active member and contributor to the Southwest...
info_outline Risky Business in Rising China w/ Mark Atkeson - AZ TRT S05 EP06 (221) 2-11-2024AZ Tech Roundtable 2.0
Risky Business in Rising China w/ Mark Atkeson AZ TRT S05 EP06 (221) 2-11-2024 What We Learned This Week Mark worked in many industries in China - Aircrafts, EV Cars, Mobile Phones, Internet Co. & Aircraft Parts Mark first worked in Japan w/ Sony, China must be careful, not to repeat Japan‘s Lost Decade of 1990s China has a lots of investment in EV Car & Solar Market US v China Rivalry is not dying down, two most important Tech countries, who must learn to co-exist Guest: Mark Atkeson Mark Atkeson is an international business leader,...
info_outline EV Charging at Home w/ Broc TenHouten of Intrinsic Power - AZ TRT S05 EP05 (220) 2-4-2024AZ Tech Roundtable 2.0
EV Charging at Home w/ Broc TenHouten of Intrinsic Power AZ TRT S05 EP05 (220) 2-4-2024 What We Learned This Week Intrinsic Power - Next Gen EV Charger EV Charging in your home will be standard Electrical Panel upgrade to handle new tech Electric Grid not prepared for consumer demand & EV charging needs EV Infrastructure for charging stations as EV Cars w/ longer range are the Future Guest: Broc TenHouten of Intrinsic Power Broc TenHouten, Co-founder and CEO, Intrinsic Power, Inc. Broc is an experienced technical leader with a...
info_outlineSemiconductors & Cars w/ Rohan of On Semi
- BRT S03 EP12 (111) 3-20-2022
Things We Learned This Week
- Onsemi & Fresscale were a spinoff of Motorola, IPO in 2000
- Onsemi makes tech for cars, power steering and AI sensors, plus more
- Many Tech and Car Co’s in Phoenix area: Rivian, Lucid, Atlis, Nicola, Intel, Onsemi, Microchip
- AZ State has advantages that recruit these Tech Co’s - weather, government subsidies, low regs, no natural disasters, no disruption to supply chain
- Chip Supply Chain issues – dates back pre-pandemic, circa 2019, did not keep up with demand, especially cars
Guests: Rohan Raghunathan – Product Line Mgr – On Semi
https://www.linkedin.com/in/rohan-raghunathan-1542a94
Rohan graduated from ASU with a degree in Electrical Engineering, and also attended Cornell Univ for his MBA. Prior to working at On Semi in 2019, he was at Pwc as a Management Consultant in tech, and a Product Engineer at Microchip. He also had his own startup called Bioscope.
Onsemi:
Through both acquisition and robust internal development, onsemi has achieved leadership positions in several markets and technologies that fuel its growth, including automotive, industrial, and cloud power. In 2021, to better reflect its broad technology portfolio, differentiated product lines, and market leadership, ON Semiconductor rebranded itself as onsemi.
Though there is a new look and feel, the company’s roots are foundational. In 1999, Motorola spun off its standard products semiconductor business into an independent company called ON Semiconductor. Motorola had been a pioneer in transistors, especially for commercial applications. In fact, a Motorola transponder relayed the first words from the moon to Earth in July 1969. Motorola also pioneered the automotive electronics industry, from the first mobile radios in police cars in the 1940s to automotive electric controls and semiconductors in the 1970s.
However, Motorola wasn’t the only industry pioneer to provide the foundation for the modern-day onsemi. In 2016, onsemi acquired Fairchild Semiconductor to become a top semiconductor manufacturer. Fairchild was founded in 1957 to build transistors out of silicon rather than the more common germanium. It also pioneered the planar process, making transistors more easily, at a lower cost, and with higher performance and reliability. This planar process led Fairchild to develop the first commercially viable integrated circuit in 1960, which became the foundation for many of the innovations we enjoy today.
Notes:
On Semi – Phx, AZ – spinoff of Motorolla in 1999, and had the IPO in 2000
Motorolla spun off to On Semi and Freescale in 1999
Microchip founded in 1989 in Chandler, AZ, and had their IPO in 1993
Many tech and car co’s in Phoenix area: Rivian, Lucid, Atlas, Nicola, Intel, On, Microchip
Microchip – work with infrastructure, industrial, cars
On Semi – sensors, eyes on trade
Power 0 semi – on board charger lighting, power steering
Nvidia & Mobile Eye might make processor for brain, with other parts by SD Micro, & Texas Instruments
Could be hundreds or thousands of chips in new car development
Hybrids or EV Vehicle Level Z + of chips – Autonomous/AI car
Future – more semis in cars, AI in trucks
Many AI Car Co’s operate in AZ: Cruise, TuSimple, Waymo, Tesla, Uber
Many Semiconductor (microchip) Co’s in AZ: Intel, Microchip, TSMC – Taiwan Semi
Next evolution is 5 Nanometer – AI /autonomous Data Center
EV Car Co’s in AZ: Lucid, Rivian, Atlis Motors, Nicola
AZ State has advantages that recruit these Tech Co’s - weather, government subsidies, low regs, no natural disasters, no disruption to supply chain, I-10 and big freeways, easier with transportation
AZ tech and industry really grew during WWII, connection with security, move major industries inland from the coast and potential attack. More major tech establishing hubs in AZ
Big Tech Co’s like Google, Amazon, FB developing their own ASICs (in house components)
Application specific- customized chips w/ fast processing & lower costs.
Business model – IDM Integrated Device Manufacturer like a One stop shop
Then TSMC came along in the 1990’s, changed process, Cost effective
Moore’s Law – tech gets faster and cheaper with better processing power over time, every 2 years, upgrade, and size becomes smaller – ie: I-Phone better than a computer in 1980’s
AZ also big in defense industry Co’s: Raytheon, Lockheed, or adjacent like Honeywell
Semi are everywhere – every company is a tech co in some way now
Semi/Microchips – cars, phones, fridge, kitchen, i-pad, TV, smart TV, interactive advertising, AI
Mosfet – entertainment, traction, steering onboard applications
OEM – Ford, GM, Tesla - Electrification of the car, regulations to reduce CO2
Make car lighter – electronic parts
AI – autonomous
Improve steering and inner mechanics
SmartCar – more sensors, improve safety. More chips. Could lower insurance. Change whole transportation industry. Car drives you.
Fabrication facility – very clean and sterilized.
Make a chip wafer design – then cut into smaller chips, ‘dice’.
Chip Supply Chain issues – dates back pre-pandemic, circa 2019
Different semi- or microchips, size going to 7 nanometer – size of chips and capacity.
Some chips do not have to be as good range .25 micron to nanometer size could be 100x difference.
Investments in new tech, and R&D
China Trade War had impact – 2018
Semi industry did not keep up with demand, especially cars. Demand shifter to computers and data centers/servers.
Demand for cars returned 2021 and lack of supply last into 2023, cyclical of supply/demand. 5G, AI and infrastructure, capacity improving – doubled in 2 years.
BRT Clip from 3/1/2021
Tech Biz from New Tech of AI Sensors to How to Value a Tech Co
Guests: David Schie, Founder / CEO of AI Storm
aistorm.ai / www.lineardimensions.com
https://www.linkedin.com/in/david-schie-9b02784
AI Storm is a AI company that makes the sensor tech used in common products for security cameras, traffic devices, and vehicles (cars). AI (Artificial Intelligence) common uses in everyday services that people are unaware of, and how the technology works. We also ponder the future uses of AI technology and how many industries it will be a part of in the next decade.
Full Show: HERE
BRT Clip from 1/31/2021
Vehicle 2.0 - Tech Meets Transportation w/ Atlis Motors & TuSimple
Guests: Mark Hanchett CEO & Founder of Atlis Motor Vehicles
https://www.atlismotorvehicles.com/
LinkedIn: https://www.linkedin.com/in/mark-hanchett-amv
Mark Hanchett, CEO and Founder – started 2016, tech background, worked at Axon (Taser)
Per Mark - I believe that to change the world we need to build it ourselves. We cannot wait for the government to force it, and we cannot wait for big corporations to innovate. To make this world better, we need to develop the products, technologies, and solutions that make the current standard obsolete. I believe dedication to this is what makes great products and great people.
Full Show: HERE
Robert Brown - Senior Director of External Affairs at TuSimple
https://www.tusimple.com/
LinkedIn: https://www.linkedin.com/in/robert-brown-797085150/
TuSimple is an autonomous (driverless) truck company using AI software to control the truck with a driver riding in the cab. They are operational on a test basis from Az to Texas, and expect to be live in 2024. Robert talks about the technology of the AI trucks, safety protocol, and the process to get Gov’t agreement. Then he tells of the future of the truck market, truck driver employment.
Full Show: HERE
Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science
More 'Best of Tech': Here
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
Thanks for Listening.
Please Subscribe to the BRT Podcast.
Business Roundtable with Matt Battaglia
The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.
Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…
BRT Podcast Home Page: https://brt-show.libsyn.com/
‘Best Of’ BRT Podcast: Click Here
BRT Podcast on Google: Click Here
BRT Podcast on Spotify: Click Here
More Info: https://www.economicknight.com/podcast-brt-home/
KFNX Info: https://1100kfnx.com/weekend-featured-shows/
Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.