Guest: Lisa Su CEO of AMD

In this episode, Nicolai Tangen talks to Lisa Su, CEO of AMD. They discuss why semiconductors are so critical to the global economy, how Lisa has led one the greatest turnarounds in the technology sector and current geopolitical challenges. They also discuss leadership, building teams, and the future of AI. Lisa even shares her proudest moment.

The fund's investments in AMD

At the end of 2021, the fund's holdings in AMD had a market value of 12,2 billion kroner or 1,4 billion dollar.

More about AMD

The production team on this episode were PLAN-B’s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Richard Green.