Austin Lyons

Senior analyst at Creative Strategies specializing in chips and hardware for AI workloads; provided analysis of the OpenAI–AMD compute deal and implications for the chip market.

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Oct 6, 2025 • 33min

AMD-OpenAI Partnership, Crescendo’s AI Rollup Strategy, Founders Fund’s Big AI Bet | Oct 6, 2025

Austin Lyons, a Senior Analyst at Creative Strategies, delves into the implications of the OpenAI-AMD compute deal for the chip market, highlighting AMD's strategic counter to NVIDIA. He explains how heterogeneous compute opens paths for AI chip startups, yet identifies challenges against NVIDIA's flexible GPUs. M13's Anna Barber discusses startup opportunities in finance and healthcare despite OpenAI's dominance. Lastly, Crescendo's Matt Price talks about transforming contact centers with AI, illustrating the shift towards AI-native operations and improved customer trust.

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