▶ 51:01 · $PERIODIC-LABS · Periodic Labs uses AI-driven RL loop with robotic synthesis and X-ray verification to discover room-temperature superconductors

episode briefing

AMD CEO Lisa Su Live on TBPN

2026-07-23 · 17 company · 17 thematic

sentiment

15 bull0 bear2 neu

speakers

lisa su

CEO of Advanced Micro Devices since 2014; led AMD's transformation into AI and high-performance computing leader with MI300/MI355/MI450 accelerator roadmap.

anne

Founder of AMP venture firm and infrastructure arm building 2GW US AI compute capacity; advocates 'output maxing' efficiency; investing in nuclear (Maver) to solve energy bottleneck for 2030 AI scaling.

seth cohen

Co-founder of Maver (AI infrastructure/nuclear); former DOE Chief Counsel for Nuclear Policy and NRC conservator; led nuclear waste narrative shift resulting in 27 governors competing for fuel cycle campuses.

oliver cameron

Founder of Odyssey building foundational world models; previously at Cruise working on self-driving cars; raised $310M for world model development across robotics, gaming, and autonomy.

muhammad

Founder of Ideogram building AI foundation for enterprise design and content; previously started Google's Imagen; released open-weight frontier image model for on-prem enterprise deployment.

Founder of AMP, a venture firm (AMP Foundry) and infrastructure platform (AMP Grid) building ~2 GW of US AI compute capacity; investor in Maver and Periodic Labs; focused on energy, compute utilization, and frontier AI applications.

quote

“Periodic Labs. It's uh one of our portfolio companies. They're um trying to discover room temperature superconductor... AI models that are predicting new materials, new candidates, and then you have robots synthesize the material and then…”

—aj

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