TSMC, every mention
9 scenes (2025) · ← back to TSMC
tap a year for its mentions
every year 2025 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
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.