AMD, every mention
5 scenes (2023), the whole family · ← back to AMD
tap a year for its mentions
every year 2023 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
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.