Broadcom, every mention
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tap a year for its mentions
every year anyone Gavin Baker 6Jeetu Patel 3Mark Casey 2Dylan Patel 2John Markoff 1Benedict Evans 1
Verbatim, from the transcripts: the passages where Broadcom comes up
Why AI Demand Is Outrunning Compute Supply
- ▶ 29:19 Gavin Baker Yeah, same, NVIDIA, AMD, Broadcom,
AI Eats the World: Benedict Evans on the Next Platform Shift
- ▶ 42:52 Benedict Evans So we deal with, with Nvidia, with, with, with Broadcom, with AMD, with Nvidia, with Oracle, and we'll, with petrodollars, um, because you're kind of scrambling to get from
"Is there an AI bubble?” Gavin Baker and David George
- ▶ 8:06 Gavin Baker So NVIDIA's biggest competitor, it's not AMD, it's not Broadcom,
- ▶ 23:56 Gavin Baker And that's something that I don't think is broadly appreciated is the extent to which Broadcom and AMD are effectively going to market together. 4 times in the scene
Building the Real-World Infrastructure for AI, with Google, Cisco & a16z
- ▶ 19:59 Jeetu Patel Is, if you're just a rapper around Broadcom, 3 times in the scene
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
- ▶ 43:16 Dylan Patel Um, even, like, even great executing companies like AMD or Broadcom or whoever, they often have to ship, you know, they're denoted in, like, A and then a number, or B and then a number
- ▶ 58:31 Dylan Patel Um, Elastic Fabric, although that's getting better, uh, still behind NVIDIA's networking, still behind Broadcom's, uh, slash Arista, like type networking, Nix.
Mark Casey (Capital Group): Public Market and Macro Perspectives
- ▶ 23:06 Mark Casey did, um, Hawk Tan at Broadcom, ah, has just done an un, unbelievably good job. 2 times in the scene
a16z Podcast | Talking Humans and Machines with NYT’s John Markoff
- ▶ 19:08 John Markoff Um, you, if you talk to Broadcom, if you talk to Qualcomm, all of the customers of the foundries say, you know, going to the next generation, we're not getting that cost advantage.