AMD, every mention
30 scenes, the whole family · ← back to AMD
tap a year for its mentions
every year anyone Harry Stebbings 15Jonathan Ross 5Steeve Morin 4Eiso Kant 3Andrew Feldman 3Rory O'Driscoll 2Jason Lemkin 2George Sivulka 2Aravind Srinivas 2Reid Hoffman 1
Verbatim, from the transcripts: the passages where AMD comes up
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 49:08 Rory O'Driscoll It's no different than investing in Intel and AMD, right?
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 39:08 Aravind Srinivas Um, AMD is doing really well because CPUs became a bottleneck again. 2 times in the scene
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 3:49 Andrew Feldman Uh, AMD has a backlog.
- ▶ 15:49 Andrew Feldman But all of us, the whole industry, us, Nvidia, uh, AMD, Qualcomm, ARM, everybody's chips will be better in three or four years than they are today.
Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
- ▶ 1:30:08 Harry Stebbings If that's the case, why wouldn't you buy the shit out of Nvidia, AMD, Nebius, Coreweave,
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 1:36:24 Rory O'Driscoll If the leading player is worth five trillion dollars, right, and then the next two leading players after that are kind of in, well, you got AMD, and then you got in-house silicon from Google and Amazon, this is the only other standalone…
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 2:27 Jason Lemkin Whether it's AMD, whether it's partnering with Broadcom, building your own chips,
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 59:09 unnamed speaker A, continued massive demand for compute, but other people introduced competing TPU products to their GPU products in the case of AMD, and it was market share erosion.
AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 1:15 Harry Stebbings OpenAI will buy AMD's upcoming, um, Instinct chips up to six gigawatts.
- ▶ 1:25:38 Jason Lemkin Um, it, it may be, there may be some vague similarities to the beginning with, uh, with, uh, OpenAI and AMD.
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 13:25 Jonathan Ross And this was before AMD was doing a great job, right? 5 times in the scene
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 31:06 Byron Deeter Um, and the chip sets from Amazon and Google and AMD and others are becoming quite capable.
Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
- ▶ 12:36 Harry Stebbings AMD. 2 times in the scene
Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- ▶ 44:17 Andrew Feldman AMD's worked up to like 25% or 30%.
Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- ▶ 1:31 Steeve Morin It could be Nvidia, it can be AMD, it could be TPU and whatnot.
- ▶ 1:44 Harry Stebbings Can I ask you then, if we think about sitting between any model and any provider there in terms of AMD and video, do you think then we will be existing in a world where people are using multiple models simultaneously and that is…
- ▶ 3:44 Steeve Morin Um, but, you know, a simple example is if you, you know, switch from Nvidia to AMD, uh, on a seven TB model, you can get four times better efficiency, right? 2 times in the scene
- ▶ 5:01 Steeve Morin So of course it runs on, you know, it runs on AMD, it runs on, you know, even Apple and so on, but there was always, you know, the, the tens of little details that not exactly run like, you know, you would expect, and there's work…
- ▶ 6:25 Harry Stebbings Can I ask, before, you know, we were chatting about NVIDIA and AMD when DeepSeq obviously happened and the stock crash that happened. 2 times in the scene
- ▶ 14:08 Harry Stebbings Before, before we move to inference, I, I do just want us to stay on chips and just say, okay, so we have TPUs, we have NVIDIA, we have, um, AMD.
- ▶ 38:03 Harry Stebbings Can I ask when we chatted before you said about AMD 7 times in the scene
George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
- ▶ 53:56 George Sivulka You can start to actually use AMD chips or even, you know, custom architectures, which, which all the major model providers are also currently exploring to do inference. 2 times in the scene
Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
- ▶ 48:11 Reid Hoffman Lead, currently, in amazing chips, and there is, um, you know, massive demand for their chips for doing compute, and many players, Google, Amazon, others, including AMD, are building out chips as well.
Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
- ▶ 19:45 Eiso Kant But there's something interesting about all of those, is that each of those at different moments in time understood that they couldn't be reliant on hardware built by NVIDIA or AMD by someone else, that they also built their own.
- ▶ 38:11 Eiso Kant AMD, right, competitor to NVIDIA, doesn't have their own cloud, right, is, is, is reliant on being in this competitive nature from a price perspective with NVIDIA, and so their ramp up is entirely 2 times in the scene
David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
- ▶ 31:40 David Cahn At the same time, AMD, Broadcom, these other companies, they see this huge business, right?
David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
- ▶ 24:57 David Luan GPTN from one of n different providers, do you care whether the backend is an NVIDIA chip or an AMD chip or an in-house chip from Google, right?
Nicolai Tangen: Managing the Largest Sovereign Wealth Fund in the World | E1122 · 20VC with Harry Stebbings
- ▶ 24:49 Nicolai Tangen Yeah, so I don't think too much about it, to be frank, because I suspect it will take care of itself, because we have commercial players here, and I just saw that AMD is launching a new,
20VC: A Masterclass in Leadership and Scaling Companies: The Decisions only the CEO Can Make, The Secret To Talent Acquisition and Retention and How To Find The Unscalable Things that are Fundamental To Scale with Christa Quarles, CEO @ Corel Corporation
- ▶ 43:21 Krista Quarles I never would have thought she could have taken that set of assets, and it became that thing, and you know, I look at people like Lisa Su at AMD, and what