TSMC, every mention
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every year anyone Rory O'Driscoll 20Harry Stebbings 13Andrew Feldman 6Daniel Khachab 2Anastasios Angelopoulos 2Alex Schultz 2Steeve Morin 1Stan Boland 1Matt Grimm 1Gokul Rajaram 1
Verbatim, from the transcripts: the passages where TSMC comes up
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 0:29 Harry Stebbings And then Elon Musk, as always, comes out with one of the most ambitious projects with TerraFab, where we unpack the jobs that come from it, the first real installment of 16.8 billion dollars, and just what it would mean for him in terms of…
- ▶ 56:42 Harry Stebbings TSMC's queue and obviously build out his own fab capabilities. 2 times in the scene
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 14:36 Anastasios Angelopoulos You know, so the hope is that we keep Nvidia ahead of the game so that we can retain the advantage that we have and the TSMC's to the world and our whole, that ecosystem is absolutely a national security necessity.
- ▶ 47:25 Anastasios Angelopoulos Like TSMC has revenue concentration.
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 1:05:19 Rory O'Driscoll Then you had kind of TSMC and ASML, and the truth is all the dynamics for those two companies are about the insane demand for semiconductors, which is
- ▶ 1:21:33 Rory O'Driscoll You had the TSMC's announcement, ASML announcement, and I was thinking, oddly enough, about different kinds of trusted supply chains. 6 times in the scene
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 55:24 Harry Stebbings How important is it that we have our own TSMC in the US? 5 times in the scene
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 7:47 Andrew Feldman Memory, after TSMC, which is right after FabSpace, memory is number two item in this, ah, number two item that's needed.
- ▶ 14:19 Andrew Feldman Um, and, you know, no SRAM maker, because TSMC etches it into your chip while they're making the logic. 2 times in the scene
- ▶ 46:45 Andrew Feldman Requires you to go through TSMC, and TSMC requires you to go through ASML or, or Samsung.
- ▶ 47:18 Harry Stebbings With that, how important is it that we onshore TSMC-like capabilities in companies given Taiwan's vulnerability to China? 3 times in the scene
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 1:39:54 Rory O'Driscoll You know, his relationship with TSMC, all that stuff, I think, was super grounded, and you just go, wow, that's a world-class executive who shipped kazillions of chips, right?
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 53:49 unnamed speaker If you can count the wafer starts at TSMC, you can predict NVIDIA's revenues.
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 16:00 unnamed speaker Build the equivalent, I think, almost 70% of the value of all of TSMC, right, in the US near the Gigafactory because across the chip need for Tesla and perceived and the potential chip need, I'm picking my words carefully, for SpaceX to… 4 times in the scene
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 11:48 Gokul Rajaram TSMC in semiconductors, scale boats.
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- ▶ 32:22 Rory O'Driscoll I always discard, not discard, I always apply, you know, a certain discount factor to what, you know, people running the large AI model companies say about demand because they're talking their book, and even the poor fools like Oracle who… 8 times in the scene
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 16:31 unnamed speaker ASML that sells primarily to TSMC is the same dynamic, you know, one seller, one buyer to a rounding error, and it's manager, it's not like you can't build businesses in that space, but you have to have something really unique to avoid…
AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 15:11 Rory O'Driscoll OpenAI can sit, or Microsoft can sit there and go, you bastards, you're only paying, you know, 50 dollars a chip to TSMC, and you're charging me, you know, 300.
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- ▶ 43:23 Andrew Feldman TSMC can't build fabs fast enough. 2 times in the scene
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 47:29 Rory O'Driscoll The, the machines they make and sell to TSMC make pretty much every semiconductor possible. 3 times in the scene
20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
- ▶ 18:11 Alex Schultz Maybe TSMC can't make enough chips for NVIDIA. 2 times in the scene
Fiverr CEO & Founder, Micha Kaufman: "If You’re Not Adapting to AI, F* You. You’re Done!" · 20VC with Harry Stebbings
- ▶ 49:51 Harry Stebbings And what I mean by that is it feels like today's environment is more and more about the 0.0001%, Anthropic, OpenAI, NVIDIA, TSMC, Google, Facebook, Microsoft, the multi-ten trillion dollar companies.
Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings
- ▶ 26:11 Stan Boland By TSMC or whoever.
Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- ▶ 15:30 Steeve Morin Cause here's the, here's the dirty secret is that Nvidia, like a TSMC sells you at 60% margin.
Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
- ▶ 45:46 Harry Stebbings Does the US, do we, how do we think about TSMC?
Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
- ▶ 7:00 Matt Grimm Uh, we're already seeing the early results at, uh, the TSMC plant in Arizona that has some pretty good yields that, um, are
Daniel Khachab: "We Are in the Middle of a Cold War for AI Talent" | E1220 · 20VC with Harry Stebbings
- ▶ 30:08 Daniel Khachab Put it to Taiwan Semiconductor.
- ▶ 1:07:23 Daniel Khachab I mean, I'm sure, Taiwan Semiconductor, very interesting as well in video, obviously.
David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
- ▶ 32:18 David Cahn There's obviously a very heavy reliance on TSMC, and so
Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
- ▶ 51:34 Aaron Levie If you could just look at his invoices, you know, to, to and from TSMC, if we could just see that data, you would kind of know what to go build next.