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AMD, every mention

3 scenes (said by Tae Kim), the whole family · ← back to AMD

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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

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RSI Is Closer Than People Think, Per Tae Kim Jul 29, 2026 · 2 mentions

  • ▶ 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.

FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race Mar 30, 2026 · 1 mention

  • ▶ 14:36 Tae Kim We have Dell, AMD, uh, Intel CFO talked about, they're talking about three to five year locked, locked in supply contracts from hyperscalers.
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