Broadcom, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Broadcom comes up

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▶ 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.

▶ 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…

▶ 16:08 Rory O'Driscoll You've got NVIDIA, you've got Broadcam Avago, you've got a bunch of others.

▶ 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,…

▶ 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,…

▶ 47:08 unnamed speaker Broadcom started off on Moveworks six years ago.
▶ 58:10 unnamed speaker The, uh, the backend design and the time enclosure is an entirely different skill that the companies like Google outsourced brought to, to, uh, uh, to Broadcom.

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