John Coogan

How deeply integrated are those two?

More GPUs and powered shells, more revenue.

Okay.

So lay down the AMD thesis.

We can go in that, but let's just start with like how you became interested in AMD.

Why now?

Why?

What's the traction?

What's the evidence that you're seeing that this is the right choice for your business?

And how are you talking to your customers about what AMD can offer?

Like we've seen Semi Analysis has Inference X, formerly Inference Max, and had some really unique data showing that for certain models, they haven't been able to benchmark everything, especially the proprietary models.

But for certain open source architectures, AMD is actually great.

maybe more cost effective on a token per dollar basis, but what data are you leaning on?

What questions are people asking you?

And then I'm super interested to understand how companies are thinking about where the integration, if they do want to migrate from CUDA,

over to AMD, like what goes into that?

How costly is that?

It was seen as impenetrable, impossible.

Now it's looking more and more feasible, but what are companies saying about the trade-offs involved in being on AMD?

And the big public story that played out around that time, you're probably referring to George Hotz flagging some bugs, eventually getting on the phone with Lisa Su, going full founder mode in the CEO seat, and watching Rock M develop and actually crush a lot of those bugs.