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AMD

4 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Apr 18, 2025 by Chris Josephs · said 13 times in 7 episodes since 2025 · across every show →

Mentions by year

brought up most by Molly O'Shea (5), Rodrigo Liang (2), Christian Garrett (2), Navin Chaddha (1), Michael Barton (1), Chris Josephs (1), Andrew Feldman (1)

tap a year for its mentions
00428420252026episodesmentions
02420252026episodes it came up in
001.523420252026episodesmentions per episode
2026 8 mentions in 3 episodes 3 per episode
2025 5 mentions in 4 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about AMD, oldest first

Apr 18, 2025 neutral
Assertion Supported
Josephs: Marjorie Taylor Greene bought major tech stocks surrounding tariff announcements
“She started buying the day after they paused it. The day before and the day after, on the eighth and ninth. She bought Apple, she bought Qualcomm, she bought Nvidia, AMD, ASML.”
Chris Josephs Apr 18, 2025 ▶ 14:43 Inside the $350M Pelosi Stock Tracker · Sourcery with Molly O'Shea
Aug 27, 2025 neutral
Assertion Not checkable as stated
Agrawal: Cloud Computing Generates $400B in Apps but Only $50B in Semis
“In the cloud super cycle, you know, you have about. Four hundred billion dollars of revenue that is being earned by the applications. Let's call it the layer one. You've got about two hundred billion spent on infrastructure. This is AWS and GCP and Azure, et c…”
Apoorv Agrawal Aug 27, 2025 ▶ 39:12 Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
Jul 19, 2026 positive
Disclosure
Papermaster: AMD uses thousands of AI sub-agents for chip design
“We have thousands of sub-agents just doing incredibly complex chip design, speeding how fast we can get the next generation to market.”
Mark Papermaster Jul 19, 2026 ▶ 16:05 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
Jul 19, 2026 bullish
Assertion Not checkable as stated
Papermaster: Agentic workflows drive CPU-to-GPU ratios to one-to-one
“Now with these agentic workflows, you actually need both. In fact, the ratio of CPU to GPU is becoming like one to one.”
Mark Papermaster Jul 19, 2026 ▶ 15:32 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
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