This episode features a conversation about AI with Phil Shih, Founder and Managing Director of Structure Research, an independent research firm specializing in internet infrastructure. Phil shares insights from his 13 years of experience running his own research company, discussing both the challenges and rewards he has encountered along the way. He elaborates on Structure Research's niche focus areas, which include data centers, cloud computing, and digital infrastructure. Additionally, Phil explains how the firm dispenses valuable market analysis and projections to industry executives, investors, and vendors through both subscription-based services and the annual infra/STRUCTURE summit, which marks its fifth year in 2024.