
The Active Share
Hosted by Hugo · William Blair Investment Management
4.7from 52 ratings
- 67
- Episodes
- 9
- Transcribed
- 52
- Ratings
- Daily
- Cadence
- 2019
- First episode
- 111K
- YouTube views
About The Active Share
Curious about the ever-changing world and how it impacts investing? So are we. If you’re seeking the less obvious, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management’s own analysts and portfolio managers as they share unique perspectives on investing in a world that’s always evolving. Disclosure: This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security or to adopt any investment strategy. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions. The views and opinions expressed are those of the speakers as of the date of this recording, are subject to change without notice as economic and market conditions dictate, and may not reflect the views and opinions of other investment teams within William Blair Investment Management. Factual information has been obtained from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Any discussion of particular topics is not meant to be comprehensive and may be subject to change. This material may include forecasts, estimates, outlooks, projections and other forward-looking statements. Due to a variety of factors, actual events may differ significantly from those presented. Past performance is not indicative of future results. Investing involves risks, including the possible loss of principal. Any investment or strategy mentioned herein may not be suitable for every investor. References to specific companies are for illustrative purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. William Blair Investment Management may or may not own any securities of the companies referenced. It should not be assumed that any investment in the companies referenced was or will be profitable. Copyright © 2026 William Blair. "William Blair" refers to William Blair Investment Management, LLC. William Blair is a registered trademark of William Blair & Company, L.L.C.
- Publisher
- William Blair Investment Management
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 16 Jul 2019
- Latest episode
- 25 Aug 2026
Latest episodes
9 of 67 episodes have a transcript.

25 Aug 2026TRANSCRIPT
Chips, Memory, and the Limits of the AI Boom

7 Jul 2026TRANSCRIPT
Mariam Ahmed: Co-Founder and CTO of Menza

21 May 2026TRANSCRIPT
The Cloud Has Come Back Down to Earth
Inside a recent episode

Chips, Memory, and the Limits of the AI Boom
Published 25 Aug 2026 · Transcript excerpt
[…] Is that the moment where this all goes nuts in terms of demand and then stresses the supply chain? Yeah, I think so. I think we've never seen sort of tipping point appear before in other applications, right? So I think it was more gradual. And this time around, to your point, that explosion, that tipping point, did suddenly get turned on, right? From an off to an on switch with Gen.ai. So I think that's where Demand just took off primarily in AI chatbots. And now we're seeing coding as the other major example of usage. But I think going forward, that continues. We will see, I think, more of graphics, right? […]
Read the full transcript with a Pod Engine plan.
See plansWho has been a guest on The Active Share
Names identified in recent episode analyses. Showing up to five guests.
- Siuchoon Koay
- Mariam Ahmed
- Jay Kannan
- Kristen Ziman
- Will Lopes
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 111,049
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 4.8 / 5
- 47 ratings
- Spotify
- 3.4 / 5
- 5 ratings
Podcast Authority Score: 59 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 51
- Social presence
- 0
- YouTube
- 82
- Engagement
- 85
Contact The Active Share
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about The Active Share
Who hosts The Active Share?
Hugo host the show. Published by William Blair Investment Management.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does The Active Share take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
9 of 67 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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