AMD, every mention
13 scenes, the whole family · ← back to AMD
tap a year for its mentions
every year anyone Gavin Baker 13Neil Movva 7Patrick O'Shaughnessy 6Dylan Patel 1
Verbatim, from the transcripts: the passages where AMD comes up
Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
- ▶ 46:22 Neil Movva Let's talk about AMD. 6 times in the scene
- ▶ 1:20:59 Neil Movva Decides to, I don't know, vertically integrate or go with AMD or any other option.
The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
- ▶ 45:31 Patrick O'Shaughnessy You could see an AMD curve, which is a little bit worse than Blackwell's, and it's still an eight hundred billion dollar company.
Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- ▶ 43:24 Gavin Baker And you have TPU, Tranium, and AMD, 3 times in the scene
- ▶ 44:03 Gavin Baker The Mi-Four-Fifty, we, we don't know yet. 2 times in the scene
- ▶ 57:53 Gavin Baker The reality is like if, if a company like Nvidia or AMD were to ever really, really use one of these other foundries, that foundry would get better really quickly.
- ▶ 1:15:15 Gavin Baker And then you see essentially zero engagement with startups from AMD, Microsoft, and Meta. 2 times in the scene
GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
- ▶ 22:24 Gavin Baker The dramatic reduction in per token cost enabled by the GB 300 and probably more the MI four 50 than the MI three 55, you know, will lead to these models being allowed to think for much longer, which means they're going to be able to
- ▶ 22:24 Gavin Baker The dramatic reduction in per token cost enabled by the GB 300 and probably more the MI four 50 than the MI three 55, you know, will lead to these models being allowed to think for much longer, which means they're going to be able to 2 times in the scene
- ▶ 1:18:59 Gavin Baker Ruben is going to be such an easy, seamless transition relative to Blackwell, and Ruben's a great chip, and then, you know, you have, you know, AMD getting into the game with the MI- four-fifty.
- ▶ 1:18:59 Gavin Baker Ruben is going to be such an easy, seamless transition relative to Blackwell, and Ruben's a great chip, and then, you know, you have, you know, AMD getting into the game with the MI- four-fifty.
Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
- ▶ 1:43:40 Dylan Patel I'm competing with NVIDIA, with TPUs, with Tranium, you know, with, with AMD.
- ▶ 1:48:50 Patrick O'Shaughnessy AMD? 5 times in the scene