Broadcom, every mention
26 scenes · ← back to Broadcom
tap a year for its mentions
every year anyone Ben Gilbert 15David Rosenthal 9Brinton Johns 1Brendan Eich 1
Verbatim, from the transcripts: the passages where Broadcom comes up
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 3:37:17 Ben Gilbert Google has to still pay some margin to their chip hardware partner, Broadcom, that handles a lot of the work to actually make the chip interface with TSMC.
- ▶ 3:37:26 Ben Gilbert I have heard that Broadcom has something like a 50% margin.
Google Part II: Alphabet (Audio) · Acquired
- ▶ 2:47:37 David Rosenthal And this is a partnership with HTC, Motorola, Samsung, LG, T-Mobile, Sprint, Qualcomm, Intel, Broadcom, and Texas Instruments.
TSMC founder Morris Chang · Acquired
- ▶ 1:04:49 David Rosenthal You were the one finding the NVIDIA's, the Jensen's, the Broadcom's, the Next.
TSMC · Acquired
- ▶ 0:47 Ben Gilbert They make the chips for a whole bunch of other fabless companies like Qualcomm, AMD, Broadcom, and hyperscalers like AWS.
- ▶ 1:06:27 David Rosenthal Broadcom.
- ▶ 1:17:16 David Rosenthal You know, little companies like Qualcomm, Broadcom, Marvell, NVIDIA, these are all started with TSMC.
- ▶ 1:34:31 David Rosenthal You know, Qualcomm, Broadcom, MediaTek, Apple.
Qualcomm · Acquired
- ▶ 1:45:42 Ben Gilbert Uh, so Qualcomm loses a lawsuit with Broadcom in 2009, has to pay nine hundred million dollars.
- ▶ 1:47:20 Ben Gilbert So that's the Broadcom model.
- ▶ 1:47:22 Ben Gilbert So it's interesting to say, okay, what is Broadcom at this point?
- ▶ 1:47:25 Ben Gilbert Broadcom is actually a company called Avago, where the CEO of that basically made a bet and said, I think the semiconductor industry is no longer experiencing growth.
- ▶ 1:47:57 Ben Gilbert So Avago buys Broadcom, takes Broadcom's name, buys some other stuff like LSI Logic.
- ▶ 1:48:10 Ben Gilbert Um, and, and it's really the, the Broadcom strategy is to roll up
- ▶ 1:48:23 Ben Gilbert Broadcom is borrowing lots and lots of debt to make the acquisitions that they're making and then squeezing them for profitability.
- ▶ 1:48:34 David Rosenthal John, my favorite piece of, um, Broadcom history trivia that Avago, the sort of core of the, you know, what Broadcom is, um, actually started its life as Hewlett Packard's chip division.
- ▶ 1:48:59 Ben Gilbert Um, but we were talking about Broadcom,
- ▶ 1:49:01 Ben Gilbert In 2018, Broadcom comes in and tries to do a hostile takeover at a one hundred and seventeen billion dollar valuation.
- ▶ 1:49:31 Ben Gilbert At the Singapore-based Broadcom was sort of joined at the hip with Huawei.
- ▶ 1:50:09 David Rosenthal Everything you were just talking about with, with Broadcom, which would have been very, especially now, like we know about like semiconductor, like everything, like it's just like, um, this is one of the huge wins of the Trump…
- ▶ 2:07:35 Ben Gilbert He tried to take the company private through a buyout, uh, when there was all this sort of tumult about is it gonna be bought by Broadcom, all this stuff, and the board said, um, if you're gonna try and make a hostile takeover and LBO the…
- ▶ 2:08:01 David Rosenthal It got tied up in the whole Broadcom thing.
- ▶ 2:08:27 David Rosenthal Wow, and, uh, just about the same amount that Broadcom offered to buy it for, right?
Nvidia: The GPU Company (1993-2006) · Acquired
- ▶ 1:01:25 Ben Gilbert ARM, ASML, Qualcomm, and Broadcom?
The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave) · Acquired
- ▶ 15:41 Brendan Eich IBM, Motorola, Qualcomm, Broadcom, everybody.
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 1:23:45 Brinton Johns I remember when Apple bought PA semiconductor, I was on record going, oh, this is the stupidest thing ever.