In the first episode of the MI&S IT Talk Podcast, Matt Kimball and Jason Andersen jump straight into two big conversations happening right now in enterprise tech.
First, they dig into AMD’s earnings. Record revenue. Strong data center growth. Expanding market share. And, yet, the stock drops.
Was it the China GPU shipments rolling off? Is the Street skeptical about the AI roadmap? How does Instinct really stack up against NVIDIA? And what happens as hyperscalers double down on custom silicon?
One of the more interesting takeaways is that inference is wide open. Training gets the headlines, but the long game may play out in enterprise inference. That’s where AMD could have real staying power.
Next, Matt and Jason pivot to a bigger question: is AI actually killing Saas?
There’s been a lot of noise lately, especially after OpenAI and Anthropic rolled out enterprise-focused agent builders. A trillion dollars in software market cap doesn’t just evaporate quietly.
Jason’s take is that AI isn’t killing SaaS today, but it may weaken the things that made SaaS so powerful in the first place: sticky data, high migration costs, and deeply embedded workflows. If AI makes it easier to extract, normalize, and move data, those barriers shrink.
The real risk isn’t flashy demos. It’s whether software companies evolve fast enough beyond surface-level AI features.
They also touch on something that doesn’t get talked about enough: most enterprise IT leaders still don’t have a clear picture of what an AI-native organization looks like. Vendors are pitching features. Consultants are still figuring out playbooks. Meanwhile, businesses are experimenting in pockets without a unified strategy.
AI isn’t just another add-on capability. It’s forcing a rethink of workflows, data architecture, and cost models, and we’re still early.
Watch the full episode here:
Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
