AMD, every mention
39 scenes, the whole family · ← back to AMD
tap a year for its mentions
every year anyone Chamath Palihapitiya 17Jason Calacanis 15Brad Gerstner 8Gavin Baker 4David Sacks 3Tareq Amin 2Sarah Friar 1Rene Haas 1Paul Atkins 1Dr. Lisa Su 1
Verbatim, from the transcripts: the passages where AMD comes up
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- ▶ 31:02 Jason Calacanis If you look at what he did, he had done that huge hundred billion dollar deal with Nvidia back in 2025, and then he announced the AMD deal, and Jensen was clearly not pleased about that, and he talked about right after Sam kind of did this… 2 times in the scene
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 3:03 Jason Calacanis That's people like NVIDIA, TSMC, AMD, Micron, you know, all those big names.
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 26:02 Jason Calacanis But suddenly, after OpenAI announced their jalapeno chips, after Anthropix started making chips, after AMD did successful projects with both of these companies, after Elon said he's going to do his own fab, NVIDIA is taking the gloves off,…
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
- ▶ 52:42 Jason Calacanis AMD, they could own some SpaceX, they could have had Tesla in there.
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- ▶ 24:31 Sarah Friar But we also now have chips in the pipeline from AMD.
They're Opening the Stock Market to Everyone. Here's What That Actually Means
- ▶ 1:21 Paul Atkins To be a startup company and to, to build your products and do R and D and all that, uh, you had to go public, uh, in order to, so Apple and Microsoft advanced micro devices, all of those companies started off as, um, as, uh, you know, IPOs.
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- ▶ 19:01 Chamath Palihapitiya So bear with everybody for a while, because I think Nvidia and Grok and Google and AMD, they're all incentivized to massively ramp up the energy density and massively push down the token cost.
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 13:29 Jason Calacanis Sam did that AMD deal the week after he, two weeks after he did the OpenAI deal.
Inside Saudi Arabia’s AI Ambition: Tareq Amin on Building a New Tech Superpower
- ▶ 22:46 Tareq Amin So if you see our partnership that we have done with AMD, with, um, a startup called Grog,
- ▶ 28:48 Tareq Amin I, oh, what I care about is I have revenue that I participate in, and it was really a win-win for both of us, and I hope we'll repeat the same thing with the, with the deployment that we're doing with NVIDIA and AMD, and then something…
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
- ▶ 44:06 Jason Calacanis AMD and OpenAI just closed. 5 times in the scene
- ▶ 46:00 Brad Gerstner In twenty-twenty-two, two and a half years ago, NVIDIA and AMD had basically the same revenue, twenty-five billion dollars, right? 4 times in the scene
- ▶ 47:14 Brad Gerstner Her MI-E-R-E-F-T was just not competitive, and so they have one shot.
- ▶ 47:19 Brad Gerstner Either the MI- four-fifty gets adopted and they get back into the game, right? 3 times in the scene
- ▶ 51:36 Chamath Palihapitiya One example of this is when you look at the architecture of Nvidia's chips, one of the things that they have made a huge bet on is HBM, and this is a memory structure, and what's so interesting about that is when you look at the HBM… 2 times in the scene
- ▶ 54:36 David Sacks So I tend to think this OpenAI AMD deal is evidence of that.
- ▶ 1:02:50 David Sacks I think everyone understands that Nvidia has by far the best training chips, but there's a lot of competitors, including Chamath, your company, Grok, and there's Cerebris, and obviously AMD wants to compete.
- ▶ 1:05:56 Jason Calacanis And as you can see here between XAI, OpenAI making language models, AMD, Intel CoreWeave standing up data centers. 2 times in the scene
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
Every Investor Needs To Understand This Concept - David Friedberg
- ▶ 11:01 Chamath Palihapitiya Okay, but I'm just saying like, there's probably a person that was the smartest Suraj and bought Intel and there was another person that bought AMD.
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
- ▶ 1:22:13 Chamath Palihapitiya Okay, but I'm just saying like, there's probably a person that was the smartest Suraj and bought Intel and there was another person that bought AMD.
Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
- ▶ 2:24 Jason Calacanis You got Lisa from AMD.
- ▶ 30:32 Jason Calacanis And I also thought Lisa from AMD was fantastic.
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- ▶ 14:21 Dr. Lisa Su It's our MI-tri-fifty-five chip.
- ▶ 22:31 Chamath Palihapitiya And I often ask the recursive question, what happens when the AI is able to invent its own method of manufacturing different materials, different material sciences, different approaches that we may not necessarily understand is any of that…
Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
- ▶ 3:13 Gavin Baker With China, you know, rare earths for H-twenties and M-I-thre-O-H-Xs.
- ▶ 1:01:57 Gavin Baker And so I think it's very, it's, it's, it's a smart decision for America to sell this chip that gives America an advantage in AI and keeps China from developing kind of their own domestic alternatives, which could eventually kind of…
Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
- ▶ 1:03:44 David Sacks We want it to be Nvidia and AMD and those types of companies that improves our balance of trade.
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 1:14:36 Gavin Baker But HBM memory, it's an NVIDIA GPUs, AMD GPUs, Amazon Terraniums.
New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
- ▶ 47:50 Gavin Baker You're gonna have new chips from AMD, new ASICs from Broadcom.
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
- ▶ 27:34 Chamath Palihapitiya And what you're seeing now is that Amazon, Google, Microsoft, AMD, Intel, a plethora of startups, Grok, everybody trying to make now different hardware solutions.
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
- ▶ 30:27 Chamath Palihapitiya So, AMD is ripping, the companies that make HPM is ripping,
All-In Summit: In conversation with Vinod Khosla
- ▶ 1:34 Chamath Palihapitiya He became a GP at Kleiner, uh, where he helped create NextGen, which he sold to AMD for 28% of its market cap, the first successful Intel microprocessor clone company, and his largest return to date, maybe we'll talk about this today, was…
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
- ▶ 1:20:53 Chamath Palihapitiya And it comes, it goes back to like what Intel looked like back in the day, which is an absolute straight up monopoly, except the difference is that even when you wrote something to Intel CPUs, you could actually run it on an AMD processor… 4 times in the scene
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
- ▶ 9:15 Chamath Palihapitiya And it turns out if you look at their 13 Fs, they're all long NVIDIA and AMD.
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
- ▶ 19:08 Chamath Palihapitiya If you look at AMD and Nvidia, they've been getting paid for years.
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
- ▶ 42:02 Chamath Palihapitiya AMD, I think can also benefit.
#AIS: Bestie AMA with Valor's Antonio Gracias
- ▶ 46:06 Antonio Gracias But we have to have some, I think actually it's going to require industrial policy to force people like Intel, AMD to want to bring stuff back into the U.S., and to really get great talent to want to do it.
E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
- ▶ 59:55 Chamath Palihapitiya Part of what Intel was able to do to outcompete AMD and everybody else was that program called Intel Inside, which is effectively these co-marketing pass through dollars that they would use to actually give an incentive for Dell and for…