Broadcom
3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Jan 2, 2019 by John Markoff · said 15 times in 7 episodes since 2019 · across every show →
Mentions by year
brought up most by Gavin Baker (6), Jeetu Patel (3), Mark Casey (2), Dylan Patel (2), John Markoff (1), Benedict Evans (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 11 mentions in 4 episodes 3 per episode
- "Is there an AI bubble?” Gavin Baker and David George
- Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
- Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- AI Eats the World: Benedict Evans on the Next Platform Shift
- every mention in 2025, scene by scene →
2024 2 mentions in 1 episode
2019 1 mention in 1 episode
Everything said about Broadcom, oldest first
Jan 2, 2019 negative
Markoff: Transistor costs have stopped falling for non-Intel semiconductor companies
“For most of the industry the cost of transistors has stopped falling. And so as you scale, this is everybody but Intel in the industry says this. You, if you talk to Broadcom, if you talk to Qualcomm, all of the customers of the foundries say, you know, going …”
Jul 23, 2024 positive
Casey: Study Buffett, Tan, and Howley for capital allocation mastery
“There's three people who I think are just the best. Warren Buffett at Berkshire Hathaway, obviously the GOAT, When he took over, ah, Berkshire Hathaway at 19 dollars a share 59 years ago, and now it's 641 thousand dollars a share, and it was all capital alloca…”
Oct 29, 2025 negative
Patel: Relying solely on Broadcom silicon creates a predatory monopoly
“Is, if you're just a rapper around Broadcom, Then you've got a monopoly that's gonna be a very predatory one. And so, one of the big reasons where Cisco is super relevant is you don't just have a Broadcom world with people just wrapping Broadcom, that their sy…”