cloud software

Today on the flagship podcast of network-attached storage: This is the fourth in our four-part series all about connectivity. This week we're talking about software: how software connects us, how we connect to software, and how software connects to other software. Email us at vergecast@theverge.com or call us at 866-VERGE11, we love hearing from you. Learn more about your ad choices. Visit podcastchoices.com/adchoices

ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss: - Where we are in the cloud adoption cycle  - A key narrative playing out in semiconductor earnings - What to learn from companies that went public too quickly Companies discussed: MSFT, NVDA, TSM, META, AMD  Host: Deidre Woollard Guest: Beth Kindig Producer: Ricky Mulvey Engineers: Rick Engdahl, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices