AMD, every mention
7 scenes (2025) · ← back to AMD
tap a year for its mentions
every year 2025 anyone Bob Swan 12Dylan Patel 8Simon Moe 2Gavin Baker 2Ben Horowitz 2Lisa Su 1Guido Appenzeller 1Benedict Evans 1
Verbatim, from the transcripts: the passages where AMD comes up
AI Eats the World: Benedict Evans on the Next Platform Shift
- ▶ 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
"Is there an AI bubble?” Gavin Baker and David George
- ▶ 8:06 Gavin Baker So NVIDIA's biggest competitor, it's not AMD, it's not Broadcom,
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- ▶ 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,…
Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
- ▶ 52:19 Dylan Patel There's, you know, there's some turmoil, there's some arm entry, there's some AMD competition.