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In this thought-provoking episode of Sidecar Sync, Mallory and Amith dig into the fascinating world of semiconductors and how a historic joint venture between Intel and TSMC is reshaping the global tech landscape. They explore the underlying tensions between vertically integrated business models and specialization — a conversation that holds key lessons for association leaders navigating change in the age of AI. From reflections on the Innovation Hub Chicago event to an insightful breakdown of Llama 4’s powerful capabilities, this episode is a timely reminder that adaptability is everything — in both tech and associations.

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🛠 AI Tools and Resources Mentioned in This Episode:
Llama 4 ➡ https://ai.meta.com/llama
GPT-4 ➡ https://openai.com
Claude 3.7 ➡ https://www.anthropic.com
Gemini 2.5 Pro ➡ https://deepmind.google/technologies/gemini
DeepSeek R1 ➡ https://deepseek.com
Aqcuired Podcast ➡ https://www.acquired.fm/episodes/tsmc
The Information (Article) ➡ https://shorturl.at/xymgG

Chapters:

00:00 - Introduction to Sidecar Sync and This Week’s Topic
08:36 - Semiconductor Basics Explained: Fab vs. Fabless
10:20 - Intel and TSMC’s Joint Venture
16:08 - Lessons for Associations from Intel’s Journey
20:53 - Specialization vs. Integration in Association Work
26:41 - How AI Changes the Capacity to Do More
31:39 - LLaMA 4 Overview: Scout, Maverick, and Behemoth
34:29 - Multimodal Models and Mixture of Experts
40:47 - Why LLaMA 4’s Context Window Matters
45:03 - Open Source, Privacy, and Inference Provider Choices
49:48 - Final Thoughts

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Amith Nagarajan is the Chairman of Blue Cypress 🔗 https://BlueCypress.io, a family of purpose-driven companies and proud practitioners of Conscious Capitalism. The Blue Cypress companies focus on helping associations, non-profits, and other purpose-driven organizations achieve long-term success. Amith is also an active early-stage investor in B2B SaaS companies. He’s had the good fortune of nearly three decades of success as an entrepreneur and enjoys helping others in their journey.

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Mallory Mejias is the Manager at Sidecar, and she's passionate about creating opportunities for association professionals to learn, grow, and better serve their members using artificial intelligence. She enjoys blending creativity and innovation to produce fresh, meaningful content for the association space.

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