AMD, every mention

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

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▶ 13:29 Jason Calacanis Sam did that AMD deal the week after he, two weeks after he did the OpenAI deal.

▶ 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…

▶ 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

▶ 12:46 Rene Haas The leading edge companies, Apple, Nvidia, AMD, they all build a TSMC.

▶ 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.

▶ 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.

▶ 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…

▶ 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…

▶ 1:03:44 David Sacks We want it to be Nvidia and AMD and those types of companies that improves our balance of trade.

▶ 1:14:36 Gavin Baker But HBM memory, it's an NVIDIA GPUs, AMD GPUs, Amazon Terraniums.

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