Current: Cloud Observability SaaS and Managed Services — PM Lead on Dashboards and Egress API- Top 10 GCP product with best-in-class margins and mandate to grow platform consumption- Launched new dashboard features with >300x YoY usage growth- Defined and executing egress API strategy to better steer incentives and unblock significant high-value use cases Previous: Server Hardware Platforms- Developed strategy for internal hardware roadmaps through deep analysis of tradeoffs, TCO, market/customer dynamics, etc. - - Proposed Google investment in custom ARM CPUs - - Defined silicon cost targets based on competitive benchmarking of AWS/Azure IaaS products- Routinely developed and obtained approvals on multi-B $ budget requests for capacity on aforementioned new platforms (incl. CPUs, GPUs, and custom silicon), accounting for uncertain pace of disruption by new technologies, derivative effects, fluid demand/trade-off scenarios, and unit costs trends. - Thought leadership: raised awareness of shifting industry dynamics with AWS’s equity-rebate procurement model, and NVIDIA’s DGX Cloud (correctly predicted latter’s entry into IaaS in 2021).

I advised institutional investors on opportunities in the semiconductor space, through deep understanding of business models and product roadmaps, building detailed drivers-based financial models, developing solid working relationships with public company management teams, and triangulation with supply chain dynamics surveyed during Asia field tours. Covered companies include: - Processors: AMD, INTC, NVDA- Mobile and Connectivity: MRVL, QCOM, SIMO- Analog and MCUs: ADI, MCHP, MXIM, ON, TXN- Foundry: TSM- Memory and Storage: MU, STX, WDC- Capital Equipment: AMAT, ASML, KLAC, LRCX, TER