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AMD

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 14, 2023 by Varun Mayya · said 4 times in 1 episodes since 2023 · across every show →

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brought up most by Varun Mayya (4)

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2023 4 mentions in 1 episode

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Everything said about AMD, oldest first

May 14, 2023 bullish
Prediction Not checkable as stated
Mayya: Nvidia will maintain a monopoly over AI compute
“Nvidia will own everything. That's the only monopoly in any market that I've ever seen.”
Varun Mayya May 14, 2023 ▶ 57:49 Ep #4 | WTF is ChatGPT: Heaven or Hell? | w/ Nikhil, Varun Mayya, Tanmay, Umang & Aprameya · Nikhil Kamath
Jun 28, 2025 neutral
Assertion Not checkable as stated
Arora: Private Enterprise Domains Hold 10x More Data Than the Public Web
“I think there's 10 times more information in private domains, which is not available in the public domain. All the drug discovery data, which is sitting in every drug company that has made any drug in the past, it's all proprietary data, right? All the intelle…”
Nikesh Arora Jun 28, 2025 ▶ 30:22 From Ghaziabad to Silicon Valley: Nikhil Kamath x Nikesh Arora | People by WTF | Ep. 11 · Nikhil Kamath
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