Questions

Lisa Su

A car company has been building engines the same way for 40 years. EVs are eating their market. They have one generation to get it right or die. What does the roadmap look like?

The 'one generation to get it right' framing is exactly why incumbents die — successful transitions take three generations, not one.

You're asking the wrong question. The 'one shot' mindset is what kills companies. When I took over AMD in 2014, our stock was under $3. We were losing market share to Intel in every segment. Analysts were writing our obituary. But I didn't ...

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