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AMD · Pod Insights

Pod Insights
Companies
AMD

AMD

Semiconductors

Semiconductor company producing CPUs and GPUs. Competes with Intel and NVIDIA. Ryzen processors and Radeon graphics cards. AI accelerators.

Type: public
Founded: 1969
Headquarters: Santa Clara, CA
Website: https://www.amd.com

Coverage

episodes: 35
shows: 20

Discussed Mar 13, 2026 – Oct 24, 2026 across 20 shows.

Shows that discuss AMD

TBPN
5 episodes
a16z Podcast
3 episodes
Invest Like the Best with Patrick O'Shaughnessy
3 episodes

People in those conversations

John Coogan5
Jordi Hays5
Erik Torenberg3
Patrick O'Shaughnessy3
Chamath Palihapitiya2

Mentioned in these episodes

AI:AM Highlights: Clean Neurons, Black October, the GPU Credit Crunch, and Buying the Supply Chain
The Cognitive Revolution · Oct 24, 2026
Muse Wonder, Social Reckoning Review, Apple HomeView | Eli Manning & Michael Waldron, Anjney Midha, William Chu & Negin Oliver, Neal Stephenson, Ravi Gupta & John Hegeman, Jack Goldburg, Oege de Moor, Nick Talken, Jeff Holden
TBPN · Oct 13, 2026
Has Nvidia Become Too Big To Fail?
Prof G Markets · Oct 13, 2026
Meta & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Don’t Bully Your AI
Big Technology Podcast · Oct 9, 2026
Amazon drops data center NDAs, and AI agents want your credit card

Moonshots with Peter Diamandis

3 episodes

All-In with Chamath, Jason, Sacks & Friedberg

2 episodes

Equity Podcast · Oct 9, 2026

Livestreamed Executions, Wall Street AI Panic, and the War for Worker Power | The Tom Bilyeu Show

The Impact Theory Podcast · Oct 9, 2026

The truth about data center water usage

Catalyst with Shayle Kann · Oct 8, 2026

Recursive's $670M Bet on Self-Improving AI, Sonnet 5.5 Hits 70%, Elon Co-Leads Pentagon Push | EP #299

Moonshots with Peter Diamandis · Oct 3, 2026

⚡️ Which GPU Clouds Are Actually Good? | ClusterMAX 3.0

Latent Space: The AI Engineer Podcast · Oct 2, 2026

Justin Kan & Brian Chesky: The Rejections That Built Twitch and Airbnb | E2344

This Week in Startups · Oct 1, 2026

Can Cloudflare save the web from AI?

Decoder · Sep 26, 2026

⚡️ A Worm With 302 Neurons Inspired Their Architecture — Ramin Hasani, Liquid AI

Latent Space: The AI Engineer Podcast · Sep 18, 2026

Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI

All-In with Chamath, Jason, Sacks & Friedberg · Sep 15, 2026

Uncapped #57 | Andrew Feldman from Cerebras

Uncapped with Jack Altman · Sep 15, 2026

Open Models Change The Economics of AI

Y Combinator Podcast · Sep 12, 2026

Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN

TBPN · Sep 3, 2026

Less about Models; More about Architecture

Practical AI · Sep 3, 2026

Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]

Invest Like the Best with Patrick O'Shaughnessy · Aug 25, 2026

The AI Clown Car W/ Gamersnexus

Better Offline · Aug 19, 2026

The electrician shortage slowing the AI boom

Catalyst with Shayle Kann · Aug 6, 2026

How Open Source Became AI's Backbone | Inferact with a16z

a16z Podcast · Aug 6, 2026

Apple’s War On OpenAI Just Got Personal

Prof G Markets · Aug 5, 2026

Michael Kratsios on the New Golden Age of American Science | EP #276

Moonshots with Peter Diamandis · Aug 4, 2026

Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]

Invest Like the Best with Patrick O'Shaughnessy · Aug 4, 2026

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

All-In with Chamath, Jason, Sacks & Friedberg · Jul 31, 2026

RSI Is Closer Than People Think, Per Tae Kim

TBPN · Jul 29, 2026

AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN

TBPN · Jul 24, 2026

AMD CEO Lisa Su Live on TBPN | Oliver Cameron, Mohammad Norouzi, Anjney Midha, Lisa Su

TBPN · Jul 23, 2026

Mira Murati's 975B Open Model, Ramin Hasani on Post-Transformer AI, and Demis' AI FINRA | EP #271

Moonshots with Peter Diamandis · Jul 17, 2026

From the Archive: Can Anyone Catch NVIDIA? | The Future of Chips and Infrastructure

a16z Podcast · Jul 15, 2026

AI Made Everything Expensive (ft. GamersNexus)

Better Offline · Jul 15, 2026

Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy

a16z Podcast · Jul 14, 2026

Re-engineering the Semiconductor Supply Chain with Intel CEO Lip-Bu Tan

No Priors · Jun 18, 2026

Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

Invest Like the Best with Patrick O'Shaughnessy · May 20, 2026

Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute

Dwarkesh Podcast · Mar 13, 2026

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