AMD, every mention
40 scenes, the whole family · ← back to AMD
tap a year for its mentions
every year anyone John Coogan 36Jordi Hays 6Tae Kim 3Ben Thompson 3Turner Novak 2Satya Nadella 1Matthew Prince 1Mark Cuban 1
Verbatim, from the transcripts: the passages where AMD comes up
Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN
- ▶ 17:36 John Coogan You got Salesforce, Google, Amazon, Nvidia, AMD, Intel, Qualcomm, and IBM. 3 times in the scene
RSI Is Closer Than People Think, Per Tae Kim
- ▶ 17:30 Tae Kim Generates unbelievable free cash flow in 12 to 18 months because, you know, this agentic AI is actually aging and re-architecting all the workflows inside companies, and you need to do the agentic AI coding agents to make your product…
- ▶ 24:02 Tae Kim I see the CEO of A&D expanding her TAM, you know, dramatically over the last three months.
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
- ▶ 0:01 unnamed speaker Thank you to the AMD team for having us here at AMD Advancing AI. 10 times in the scene
- ▶ 0:42 unnamed speaker So the three key stories that people are focused on out of AMD advancing AI are AMD unveils Helios, the new rack scale AI system powered by the MI four 50 accelerator. 2 times in the scene
- ▶ 23:41 unnamed speaker Thank you so much for tuning in to TBPN live from AMD. 2 times in the scene
AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
- ▶ 18:26 unnamed speaker AMD's at one 30.
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
- ▶ 12:24 unnamed speaker To one of the wealthiest companies in the chip industry, there is a big three of CPU, AMD, Intel, and Arm.
Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN
- ▶ 2:43 unnamed speaker Uh, there was always decent competition from AMD. 2 times in the scene
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
- ▶ 9:21 Turner Novak Um, and so they're competing, but they're also in some ways working together because they're challenging x-eighty-six options from Intel and AMD that are still really popular. 2 times in the scene
Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
- ▶ 2:08 John Coogan Uh, that's been more of like AMD's game and AMD also fabs at TSMC. 2 times in the scene
Oil Market Turbulence, Sundar's New Comp Package, TBPN Weather Report | Diet TBPN
- ▶ 15:59 unnamed speaker Uh, wait for AMD to launch the RDNA five, it's 96 gigabyte cards mid-twenty-seven.
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- ▶ 26:28 Jordi Hays Given Washington's sweeping power over companies like NVIDIA and AMD, the draft framework sets licensing rules based on shipment size from simplified reviews for small orders to government level approval for massive deployments,…
Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN
- ▶ 25:24 John Coogan AMD. 4 times in the scene
- ▶ 25:26 John Coogan We're announcing a multi-year agreement with AMD advanced micro devices to integrate their latest instinct GPUs into our global infrastructure with a pot approximately six gigawatts.
Citrini Research’s viral piece, AI and the economy, 90s Nostalgia | Diet TBPN
- ▶ 14:32 unnamed speaker In 2014, they thought AMD and Nvidia were done.
REACTION: The 2028 Global Intelligence Crisis
- ▶ 18:55 unnamed speaker In 2014, they thought AMD and NVIDIA were done.
Becoming Unsloppable, Anthropic’s Series G, The Mansion Section | Diet TBPN
- ▶ 6:39 Jordi Hays You have hardware, NVIDIA, AMD, Intel, Cisco, Broadcom, SK Hynix, Western Digital, data centers, so NeoClouds, things like CoreWeave, Lambda, social networks, YouTube, Instagram, X, LinkedIn, even thinking Roblox, right?
Become Unsloppable: How to Survive the Great Software Collapse
- ▶ 8:26 Jordi Hays You have hardware, NVIDIA, AMD, Intel, Cisco, Broadcom,
CES’s legacy, reactions to Dwarkesh’s “Capital in the 22nd Century,” and more | Diet TBPN
Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
- ▶ 18:55 Jordi Hays Trump said that the government would take a similar approach to exports from Nvidia competitor AMD, as well as Intel, in which the government now has a 10% stake.
Will AWS Buy Google’s TPUs, Remembering Claude The Gator, Ricursive Raises $35M | Diet TBPN
- ▶ 3:53 unnamed speaker Uh, and open AI has struck deals with rival, uh, NVIDIA rival AMD, as well as Broadcom.
ChatGPT Turns Three, OpenAI x Thrive, David Sacks vs. The New York Times | Diet TBPN
- ▶ 18:09 unnamed speaker Either they have invested in NVIDIA, they made a lot of money in NVIDIA, or their, their whole business is tied to NVIDIA or AMD even.
The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
- ▶ 19:51 John Coogan The chip CEO staring down Nvidia and talk of an AI bubble, uh, at a board meeting in late, 20, 22, Lisa Su, chief executive of chip designer, AMD announced that she was radically changing course.
Microsoft CEO Satya Nadella Live on TBPN
- ▶ 15:47 Satya Nadella AMD is doing stuff.
OpenAI Drops A Web Browser? Our Reactions | Diet TBPN
- ▶ 3:52 Jordi Hays Running AMD, or Nvidia, or Oracle, or any hyperscaler, you know, computing company, and you have to go in front of shareholders, and they're asking you, are we doing anything with OpenAI, the company that's scaled to over a billion users?
Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
- ▶ 38:54 Jordi Hays Trump struck a deal with Nvidia and AMD for the federal government to take 15% of their chip sales in China in return for allowing the exports.
Mark Cuban on AI, Career Advice, and Running for President.
- ▶ 27:46 Mark Cuban But generally, if this was, okay, we'll put in more money in order to take, and we want 10% of Intel, obviously they can say yes or no, just like NVIDIA and AMD had the option to say yes or no on the H-Twenty chips, just like material,…
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 1:33:31 John Coogan Intel, which has long dominated the business of making chips for laptops and desktop computers, fell far behind competitors like NVIDIA, AMD,
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ▶ 2:21:38 Ben Thompson Uh, and, uh, the, and AMD split their business a decade ago, and it was, 3 times in the scene
Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
- ▶ 1:58:39 Matthew Prince Um, so, so I do think the place where we're pushing suppliers and AMD is doing some really interesting things in this space.
Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
- ▶ 1:56:24 John Coogan Uh, is, uh, is AMD doing productive work right now? 7 times in the scene
DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
- ▶ 28:30 John Coogan And so, uh, you need to look at AMD. 8 times in the scene
How to WIN in 2025? (INSANE Predictions List)
- ▶ 26:47 John Coogan I mean, look at the breakdown in, uh, by Dylan Patel in semi-analysis of AMD. 3 times in the scene
The END of Ski Season? (E26)
- ▶ 1:32:44 John Coogan Uh, I think Lisa Sue at AMD has one that's beautiful.
Year of Tech in Review (ep25)
- ▶ 13:00 John Coogan It's also fascinating to just compare them to their, their, their rivals, Intel, which is a, a complete mess, and Pat Gelsinger was ousted, and they just haven't been able to take advantage of the CHIPS Act at all, and then AMD, there was… 2 times in the scene
Inside Facebooks Secret "Red Book" (ep18)
- ▶ 43:11 John Coogan Let's go to Lisa Su, uh, CEO of AMD and Jensen's Wong's cousin, I believe. 2 times in the scene
How BILLIONAIRES dress for XMAS (ep17)
- ▶ 41:50 John Coogan Um, Lisa Su from AMD's in here.