Apple Silicon, every mention

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every year anyone David Rosenthal 6Ben Gilbert 5

Verbatim, from the transcripts: the passages where Apple Silicon comes up

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Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired May 18, 2026 · 1 mention

  • ▶ 3:41:00 Ben Gilbert And I was definitely in the camp of all Apple Silicon is amazing, and it's remarkable how my M one still feels snappy.

TSMC founder Morris Chang · Acquired Jan 27, 2025 · 1 mention

  • ▶ 2:26:04 David Rosenthal Like, if ARM hadn't become such a viable CPU architecture platform, and Apple hadn't standardized, you know, their Apple Silicon on ARM,

TSMC · Acquired Jan 21, 2025 · 3 mentions

  • ▶ 1:13:27 David Rosenthal Lineage of all of Apple Silicon, probably the most valuable, defensible part of Apple today in terms of technology, was Armandec to Intel to PA Semi to Apple.
  • ▶ 1:13:45 Ben Gilbert So you can trace Apple Silicon all the way back to Apple.
  • ▶ 2:18:18 Ben Gilbert How much do we ascribe to them versus the entire landscape of talented chip designers out there, including the like, 600 chip designers at Apple working on the Apple silicon?

Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired Jul 22, 2024 · 1 mention

  • ▶ 3:32:07 David Rosenthal I just want an awesome pane of glass that can do everything, and Apple Silicon totally can do everything.

Qualcomm · Acquired Nov 15, 2022 · 5 mentions

  • ▶ 2:01:56 Ben Gilbert Well, Nuvia was founded by former Apple Silicon people, including the chief architect of the A series chips.
  • ▶ 2:02:59 David Rosenthal And that's why Apple Silicon is so far ahead.
  • ▶ 2:03:28 David Rosenthal For Snapdragon to get on par with Apple Silicon.
  • ▶ 2:04:41 Ben Gilbert But either way, Nuvia seems to be the ticket, because if you can custom design chips using the ARM ISA, but be like the performance of Apple Silicon, I don't care what you're putting those in, that's a really good, powerful thing.
  • ▶ 2:05:11 David Rosenthal To have the same thing for Apple Silicon, like, that's pretty cool.
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