Expert Call Transcripts

Analyses advanced-node semiconductor sourcing, highlighting TSMC concentration, AI-driven CoWoS bottlenecks, export-control constraints, and limited near-term diversification beyond Taiwan.

Analyses ASEAN AI data center expansion, highlighting China-driven demand shift, power constraints, Singapore vs Malaysia trade-offs, and rising dominance of AI-optimized infrastructure economics.

Analyses ERP transformation, highlighting slow cloud migration, hybrid architectures, data complexity, and AI-led automation driving efficiency gains and long-term value realisation.

Analyzes AI-led marketing in Southeast Asia, highlighting limited transformation beyond analytics, declining first-party data advantage, top-funnel gains, and shift toward warehouse-centric MarTech architectures.

Analyzes multi-cloud and AI-driven operations, highlighting the shift to selective active architectures, decision-centric DevOps, and the emergence of agentic AI for autonomous incident resolution and control.

Analyzes AI-driven cybersecurity in APAC, highlighting shifts to behavior-based detection, SOC automation, reduced false positives, and the growing role of cloud-aligned security platforms in financial institutions.

Analyzes AI-driven pricing and valuation, highlighting shift to dynamic, personalized pricing models, integration into core workflows, and impact on CAC, LTV, and headcount optimization.

Analyzes semiconductor manufacturing shift toward AI-driven demand, highlighting HBM growth, TSV-based advanced packaging, supply chain diversification, and rising yield and talent constraints in production.

Analyzes APAC AI infrastructure expansion, highlighting hyperscaler and regional investments, GPU capacity constraints, shift to high-density data centers, and risks around utilization and revenue realization.

Explores HR transformation in mid-sized firms, highlighting shift from transactional roles to strategic growth drivers through KPI linkage, productivity measurement, and technology-led automation.

Explores the evolution of enterprise SaaS sales in India, highlighting longer deal cycles, ROI-driven buying, outbound-led GTM strategies, and the shift toward multi-stakeholder decision-making processes.

Analyzes advanced semiconductor packaging growth driven by AI, data centers, and automotive, focusing on 2.5D/3D integration, cost trade-offs, material constraints, and yield optimization challenges.

Analyzes enterprise AI scaling strategies, highlighting centralized governance, accelerator-based operating models, use-case prioritization, and growing focus on data-layer advantage over model-layer differentiation.

Looks at the Indian SaaS retention market, pointing out the levels of CDP adoption, increasing customer acquisition costs, a mix of different vendors, and a move towards using AI for serviceability.

Analyzes big data industry economics, cloud dependency, AI-led efficiency gains, and how data pipelines, governance, and context drive long-term enterprise value and retention.

Explains how AI features are disrupting per-seat pricing, the shift toward outcome-based models, and what metrics boards are watching to evaluate pricing transitions.

Former VP of Cloud Infrastructure at a hyperscaler discusses GPU allocation strategies, the real constraints on data centre build-outs, and why enterprise customers are being deprioritised.

Deep-dive into NVIDIA's internal AI infrastructure strategy, GPU procurement pipeline, and competitive positioning against AMD and custom silicon.