AMD, every mention

5 scenes (2025) · ← back to AMD

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every year 2025 anyone Molly O'Shea 5Rodrigo Liang 2Christian Garrett 2Navin Chaddha 1Michael Barton 1Chris Josephs 1Andrew Feldman 1

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

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Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea Oct 23, 2025 · 1 mention

  • ▶ 12:10 Michael Barton You're seeing new announcements every day, OpenAI doing a deal with NVIDIA, or doing a deal with AMD, or there's some new data center built, and there's all this money going into it, right?

Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea Oct 3, 2025 · 1 mention

  • ▶ 20:54 Navin Chaddha So if you look at NVIDIA for four and a half trillion dollars, then you have a company which most people don't know about called Broadcom, which makes all the networking chip and other chips along with AMD.

Winning the AI Race & Reindustrialization | Christian Garrett, 137 Ventures · Sourcery with Molly O'Shea Jul 27, 2025 · 2 mentions

  • ▶ 1:01 Christian Garrett Visions and demos of the future from Shamsankar from Palantir, Chris Power from Hadrian, Jake from Gecko, Lisa from AMD.
  • ▶ 21:39 Christian Garrett Yeah, I mean, uh, you know, we're gonna have, um, visions and demos of the future from Sean Sankar from Palantir, Chris Power from Hadrian, um, Jake from Gecko, uh, Lisa from AMD.

Inside the $350M Pelosi Stock Tracker · Sourcery with Molly O'Shea Apr 18, 2025 · 1 mention

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