AMD, every mention

7 scenes (2026), the whole family · ← back to AMD

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every year 2026 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

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Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine Aug 29, 2026 · 2 mentions

  • ▶ 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 Jul 30, 2026 · 1 mention

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie Jul 3, 2026 · 1 mention

  • ▶ 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 Jun 13, 2026 · 1 mention

OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute Jun 2, 2026 · 1 mention

They're Opening the Stock Market to Everyone. Here's What That Actually Means Mar 11, 2026 · 1 mention

  • ▶ 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 Feb 13, 2026 · 1 mention

  • ▶ 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.
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