Boston Consulting Group

also referred to as: bcg

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 27, 2025 by David Rosenthal · said 13 times in 3 episodes since 2022 · across every show →

Mentions by year

brought up most by Morris Chang (6), David Rosenthal (6), Ben Gilbert (1)

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2025 11 mentions in 2 episodes 6 per episode
2022 2 mentions in 1 episode

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Everything said about Boston Consulting Group, oldest first

Jan 27, 2025 neutral
Insight
Rosenthal: Learning Curve Pricing Requires Early Unprofitable Aggressive Pricing
“The insight is that like the goal that you are playing for is to be the largest volume player kind of at the end of the game. So if you take that as a given of like, if we get to be the largest volume player, this is a fixed cost business. This is a scale econ…”
David Rosenthal Jan 27, 2025 ▶ 2:38:03 TSMC founder Morris Chang · Acquired
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