AMD
3 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Feb 24, 2020 by Hemant Mohapatra · said 14 times in 6 episodes since 2020 · across every show →
Mentions by year
brought up most by Raja Manickam (5), Umesh Padval (4), Siddhartha Ahluwalia (2), Vasanth Namasivayam (1), Somesh Dash (1)
tap a year for its mentions
2026 4 mentions in 1 episode
2025 8 mentions in 3 episodes 3 per episode
- Nvidia’s Success, Chip Race, India’s Semiconductor Mission, & Hardware Vs Software | Raja Manickam
- WHAT Will Decide The Next Superpower? | Raja Manickam | iVP Semiconductor
- How NVIDIA, Meta & Dropbox Taught Me To Build Great Products | Vasanth, Founder - Featurely
- every mention in 2025, scene by scene →
Everything said about AMD, oldest first
Feb 24, 2020 positive
Mohapatra: To Win and Profit, Operate 80% Gross Margin Businesses
“Ended up realizing, after spending six years there, ended up realizing that, you know, you have, if you want to win and make money, you have to be in a 80% gross margin, you know, business versus a 20% gross margin business, which is what chip design and chip …”
Apr 13, 2024 bullish
Mayya: AMD cannot compete with Nvidia's CUDA architecture for LLMs
“Everything in AI is going to require NVIDIA, and AMD is not, AMD is good, but it's not like, it can't compete with CUDA. It's good for consumer devices, right? But somebody building the next LLM, you're locked into Nvidia for the time being, right?”
Jun 27, 2025 positive
Namasivayam: AMD and competitors are just catching up to Nvidia's stack
“So they imagined a world where you know, you kind of needed the complexity Of semiconductors. And the entire stack. Even back in 2016. Which is why NVIDIA is at the forefront of technology, even today. AMD and others are just catching up.”