Episodes: 66
Frequency: Irregular
Rating: 4.9/5.0
Estimated listeners: 1k-10k
Gender skew: Unknown
Location: USA
YouTube: 740 subscribers
Instagram: 603 followers
Publicly listed emails
media@resonaterecordings.com
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Hugo Scott - Hugo Scott is a partner and portfolio manager at William Blair Investment Management and the host of The Active Share.
Mariam Ahmed - Cultural Agility, Fragmented Organizational Data, Artificial Intelligence, Decision-making, And Technology Strategy.
Joe Studwell - African Economic Development, Agricultural Productivity, Education, Urbanization, Demographics, And China’s Investment In Africa.
Chips, Memory, and the Limits of the AI Boom
August 25, 2026
Everyone can see the demand side of the AI boom. The harder question is what's actually constraining supply. In this episode of The Active Share, Hugo is joined by Siuchoon Koay, a research analyst covering large-cap global semiconductors at William Blair, for a technical walk through the AI hardware stack — from GPUs and high-bandwidth memory to substrates and rack-level power. Siuchoon traces how the industry's bottlenecks have migrated over the past two years, weighs Nvidia's and TSMC's st...
Mariam Ahmed: Co-Founder and CTO of Menza
July 07, 2026
How can organizations build the cultural agility required to remain competitive? In this episode of SuiteTalk, Hugo is joined by Mariam Ahmed, co-founder and CTO of Menza, to explore how organizations can navigate fragmented data landscapes and harness AI for genuine decision-making advantage. Mariam brings a distinctive vantage point, having launched an AI platform after spending time as a founding engineer at a commercial large language model company and beginning her career in equity deriv...
The Cloud Has Come Back Down to Earth
May 21, 2026
Five years after his last appearance, Jay Kannan, CFA, a research analyst on William Blair’s global equity team, returns to The Active Share to explore how technology has fundamentally transformed from software and services to infrastructure and hardware. Where Hugo and Jay’s 2021 conversation centered on e-commerce and cloud adoption, their discussion this time around focuses on the physical constraints powering AI—from semiconductor bottlenecks and substrate shortages to power grids and the...
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media@resonaterecordings.com
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