AMD CEO Lisa Su Live on TBPN | Oliver Cameron, Mohammad Norouzi, Anjney Midha, Lisa Su
July 23, 2026
AI Summary
5 min readThe AI Infrastructure Race: From World Models to Energy Bottlenecks
At AMD's Advancing AI event in San Francisco, CEO Lisa Su described a company operating at the center of a technological revolution where "the rate and pace of change is actually much, much faster" than anything semiconductors has seen before. The event featured conversations with founders building foundational world models, design-generation platforms, and AI infrastructure companies — all grappling with the same fundamental tension: demand for compute is exploding, but the supply chain is backed up for years, and the United States is only utilizing about 15% of its existing compute capacity effectively.
World Models as a New AI Paradigm
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What you'll learn
- 1 (00:35) **Episode Overview and AMD Advancing AI News** - Hosts introduce the day's show from AMD's Advancing AI event, previewing guests including Lisa Su, Oliver Cameron, Mohammad Norouzi, and August from AMP.
- 2 (03:48) **Oliver Cameron (Odyssey) on World Models for Autonomy** - Odyssey CEO discusses building foundational world models for virtual and physical systems, moving beyond narrow driving data.
- 3 (08:33) **Data and the Future of World Models** - Exploration of how world models learn from diverse data (not just narrow driving) and serve as continuously improving learning environments for AI agents.
- 4 (15:02) **Autonomous Driving Market and AI Adoption** - Oliver predicts continued attrition of smaller car brands, with Tesla and Waymo leading, and sees driverless technology as a national safety priority.
- 5 (21:08) **Mohammad Norouzi (Ideogram) on Design and Enterprise AI** - Ideogram CEO focuses on solving consistency for brand design (typography, logos, product photography) rather than just photorealistic image generation.
- 6 (28:22) **Working with AMD and Model Design** - Discussion on how Ideogram works backwards from AMD's chip capabilities to design models, and the importance of deep partnerships for optimization.
- 7 (33:15) **August (AMP) on Output Maxing and Efficiency** - AMP founder argues that the US must focus on "output maxing" (efficiency) rather than pure scaling to compete with China's industrial capacity.
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Guests on this episode
Show Notes
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