AMD, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where AMD comes up

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▶ 0:26 Simon Moe Power, AGI, NVIDIA, AMD, Google, their newest ship will make sure VLOM can run on them, and then a lot of cases they use VLOM as a benchmark.
▶ 9:33 Simon Moe So that means across like NVIDIA, AMD, Google, and Amazon, Intel, and a lot more, their newest chip will make sure VLM can run on them.

▶ 42:52 Benedict Evans So we deal with, with Nvidia, with, with, with Broadcom, with AMD, with Nvidia, with Oracle, and we'll, with petrodollars, um, because you're kind of scrambling to get from

▶ 8:06 Gavin Baker So NVIDIA's biggest competitor, it's not AMD, it's not Broadcom,

▶ 11:19 Dylan Patel It's gonna be slightly lower bandwidth, but the fact that they're able to do, you know, some of the same things that NVIDIA plans to do, AMD plans to do in their memory, uh, is, is, you know, evidence that they're catching up.
▶ 31:29 Dylan Patel And so it's like, you know, but, but like, what did AMD do then, right? 3 times in the scene
▶ 43:16 Dylan Patel Um, even, like, even great executing companies like AMD or Broadcom or whoever, they often have to ship, you know, they're denoted in, like, A and then a number, or B and then a number 2 times in the scene
▶ 50:22 Dylan Patel If he starts picking winners, then like, his customers, his customers will even be even more anxious to leave and give even more effort to whether it's AMD or, you know, some startup or their internal efforts, um, et cetera, et cetera,…

▶ 52:19 Dylan Patel There's, you know, there's some turmoil, there's some arm entry, there's some AMD competition.

▶ 7:05 Bob Swan So, but like, for AMD, you're, you've always been a high-performance compute company. 4 times in the scene
▶ 22:49 Bob Swan It's, uh, so you talked about the right bets, um, and you guys have had incredible success on making the right bets. 3 times in the scene
▶ 29:44 Lisa Su Um, computing portfolio into AMD, which really brought in our portfolio.
▶ 31:11 Bob Swan As a student of what's going on in the industry and, and you guys in particular, um, whether it's organic, uh, development or M&A or partnerships, um, each step you make always seems to be skating to where the puck is going as opposed to… 4 times in the scene
▶ 34:21 Bob Swan At AMD.

▶ 35:53 Ben Horowitz You know, it's, I think on a general chip, it is really hard to, like the current chip makers, like NVIDIA is really good and innovating and AMD is really good and innovating and so forth.

▶ 40:25 Ben Horowitz And that is not available, you know, with chips from providers like, you know, AMD doesn't have InfiniBad and so forth.

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