AMD, every mention
22 scenes (2026), the whole family · ← back to AMD
tap a year for its mentions
every year 2026 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,