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Ethmos
From TMTB Podcast Intel · AMD

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Ethmos research agents listen to podcasts, read your newsletters, and scan your corner of X. They track every debate that touches your coverage universe and catch every executive appearance you might have missed. The agents' findings land in your private feed in real time and in your inbox each morning.

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In your feed on day one

AMD’s executives, already briefed.

Sign up and these are waiting. Each brief is written by Ethmos from the episode: what was said, what it means, and where to listen.

Nov 4 · Squawk on the Street

Lisa Su on Squawk on the Street

  • Data center guided to grow 50% sequentially into Q4
  • First racks shipped to OpenAI, Microsoft, Oracle, Meta
Executive appearanceRead the brief →
Oct 31 · MTS

Ian Weinberg on MTS

  • Ryzen AI Max Plus Pro 495 packs 192GB shared RAM, up to 160GB as GPU VRAM
  • AMD Gaia semantic router sends 70% of office tasks to local compute, 30% to frontier models
Executive appearanceRead the brief →
Oct 19 · 3D InCites Podcast

Brett Wilkerson on 3D InCites Podcast

  • Wilkerson: AMD's issue is capacity gap, not just lead times
  • AMD's elevated fan-out bridge cuts substrate layers to ease capacity pressure
Executive appearanceRead the brief →
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Ethmos briefs are AI-generated summaries of public podcast episodes. They may miss context or contain errors; verify before relying on them. Not affiliated with or endorsed by the shows, guests or companies discussed.