Matthew Weir
Managing Director at Goldman Sachs providing macro and markets commentary, particularly on capital expenditure, AI demand, and equity outlooks.
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Mar 11, 2026 • 41min
Meta to Deploy Homegrown Chips, Uber to Offer Zoox Rides
Riley Griffin, Bloomberg reporter who toured Meta’s chip lab, describes Meta’s MTIA in-house chip roadmap and M&A moves. Ali Ghodsi, Databricks CEO focused on AI tooling, discusses GenieCode, acquisitions, and product strategy. Matthew Weir, Goldman Sachs MD, gives macro and markets perspective on AI-driven capex, demand, and equity outlooks. They dig into chip buildout, AI productization, and market implications in short, punchy segments.
