Broadcom, every mention
22 scenes · ← back to Broadcom
tap a year for its mentions
every year anyone Harry Stebbings 10Rory O'Driscoll 4Jason Lemkin 4Stan Boland 2David Cahn 2Jason Calacanis 1Eiso Kant 1Andrew Feldman 1
Verbatim, from the transcripts: the passages where Broadcom comes up
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 27:14 Rory O'Driscoll And then the second thing that didn't happen, but if, what happened is all those people like Broadcom, NVIDIA, that were expecting to sell two hundred billion dollars worth of chips to OpenAI might suddenly go, hmm, maybe if they're not…
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 1:17:52 Harry Stebbings If Google has TPUs, Amazon have Tranium, well, OpenAI now has Jalapeno, co-developed with Broadcom. 2 times in the scene
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 2:55 Harry Stebbings That's why you normally leave it, obviously, as close as you can, because you don't want an Iran-Israel, a Broadcom moving markets, and then putting you in a precarious position.
- ▶ 59:03 unnamed speaker Yeah, you're talking about, you're talking about Broadcom. 2 times in the scene
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 43:57 Jason Lemkin I do think at some point, Sandisk and Nebius and Core, we've all have to crash and Marvell and even Broadcom.
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 22:35 Rory O'Driscoll It's part of Broadcom, but however people make software in twenty-twenty-one, they're making it different today, and I'd prefer
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 2:27 Jason Lemkin Whether it's AMD, whether it's partnering with Broadcom, building your own chips,
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 27:23 Harry Stebbings Broadcom was another one. 6 times in the scene
- ▶ 34:29 Harry Stebbings We, we mentioned Broadcom's dip on the back of, in many respects, but one of them being Anthropic.
- ▶ 49:10 Jason Calacanis Uh, Broadcom-like AI beneficiary, and, and they are, but they're not, they're, they have so many competitors now.
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 1:03:18 Jason Lemkin I mean, Rod comes crushing it.
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 46:20 Rory O'Driscoll Then you're right, then the OpenAI deal, but you know, it's almost, while you are right that it's not huge compared to the two hundred and fifty billion from Microsoft or the three hundred billion from Oracle or the four hundred billion…
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 16:08 Rory O'Driscoll You've got NVIDIA, you've got Broadcam Avago, you've got a bunch of others.
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- ▶ 52:24 Andrew Feldman Uh, they had dominance in X-TX and zero market share on the cell phone, and, uh, uh, and almost no share in the switching market, and, uh, Broadcom had dominance in the switching silicon market, which is a, a form of processor in silicon,…
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 21:30 Jason Lemkin We're seeing Broadcom explode.
Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings
- ▶ 1:32 Stan Boland Set up a chip company outside, out of Acorn, which got venture funding for, uh, raised thirty million dollars of capital and sold that company to Broadcom for about six hundred forty million, um, about a year and a half later.
- ▶ 25:54 Stan Boland Um, but I was more thinking about the, the chip design layer, so not even chip fabrication, but, you know, chip design, which is where 75% of the value in the semiconductor space is, is what NVIDIA is, what Qualcomm is, what Broadcom is,…
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
- ▶ 30:11 David Cahn And so servers, that's NVIDIA, AMD, Broadcom, like the chip innovation.
- ▶ 31:40 David Cahn At the same time, AMD, Broadcom, these other companies, they see this huge business, right?