AMD, every mention
15 scenes (2025) · ← back to AMD
tap a year for its mentions
every year 2025 anyone Ben Gilbert 36David Rosenthal 28John Bathgate 4
Verbatim, from the transcripts: the passages where AMD comes up
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 3:38 Ben Gilbert Maybe AMD, maybe, but these are definitely the top two.
- ▶ 3:30:18 Ben Gilbert AMD.
TSMC founder Morris Chang · Acquired
- ▶ 2:25:35 Ben Gilbert For the longest time, Intel was the only x-age company, and then AMD, of course, is the, the second source, and AMD is a,
- ▶ 2:25:44 Ben Gilbert It's like, well, there is AMD that designs x-eighty-six chips that TSMC manufacturers, but that's not like the common case of the way it would have gone for an, in an x-eighty-six dominated world.
TSMC · Acquired
- ▶ 0:47 Ben Gilbert They make the chips for a whole bunch of other fabless companies like Qualcomm, AMD, Broadcom, and hyperscalers like AWS.
- ▶ 3:18 Ben Gilbert If you're excited at all about Nvidia, AMD, Qualcomm, or even any of the chips that Amazon, Microsoft, Facebook, Apple are making,
- ▶ 56:55 David Rosenthal There's a great quote right around this time from Jerry Sanders, who was the co-founder and CEO of AMD, and he famously said in the mid-nineteen-eighties that, quote, real men have fabs.
- ▶ 57:07 David Rosenthal So ironic because in the 2000, AMD would spin out its fabs and go fab-less.
- ▶ 58:47 David Rosenthal Yeah, Jerry over at AMD is like, real men have fabs.
- ▶ 1:06:28 Ben Gilbert Eventually AMD, after they stopped being real men, apparently.
- ▶ 1:34:19 David Rosenthal And like, yeah, TSMC could now access some of that because AMD went fabless, but come on.
- ▶ 2:11:40 David Rosenthal Yeah, I mean, well, A, let's look at AMD here, right?
- ▶ 2:11:44 David Rosenthal They did this.
- ▶ 2:11:45 David Rosenthal They spun out their manufacturing into Global Foundries.
- ▶ 2:11:49 Ben Gilbert Which has been good for Global Foundries and AMD.