Cadence Design Systems, every mention
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tap a year for its mentions
every year anyone John Bathgate 11David Rosenthal 5Ben Gilbert 3
Verbatim, from the transcripts: the passages where Cadence Design Systems comes up
Epic Systems (MyChart) · Acquired
- ▶ 58:47 Ben Gilbert Their scheduling thing is called cadence, but once you have billing, scheduling,
TSMC founder Morris Chang · Acquired
- ▶ 2:24:32 Ben Gilbert Um, so they're, you know, they're not NVIDIA, they're not ARM, they're not Cadence Synopsys, they're not ASML, like they're not their own equipment vendor.
- ▶ 2:27:36 David Rosenthal Not only TSMC, ARM, Synopsys, Cadence, and ASML all founded,
- ▶ 2:28:33 David Rosenthal This is a Cadence building there, and that's a Synopsys building there, and that's an ARM building there.
TSMC · Acquired
- ▶ 1:05:58 Ben Gilbert So Synopsys, I think Cadence is another big one.
- ▶ 1:06:02 David Rosenthal Yeah, Cadence.
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 57:26 John Bathgate And then, um, kind of the broader ecosystem, like cadence design systems, which you guys brought up in the TSMC episode.
- ▶ 1:02:17 David Rosenthal So you mentioned, John, that you own, uh, Cadence as a resilient position in the portfolio, having just done our TSMC episode and got a deep dive on the whole semi, you know, industry infrastructure.
- ▶ 1:02:36 David Rosenthal How did you decide, how did you decide to own Cadence, and I'm assuming not Synopsys, or do you hold both?
- ▶ 1:02:48 John Bathgate We've owned Cadence for nine or 10 years back to our, our days at our, our previous, um, portfolio, um, or our previous, um, you know, employer.
- ▶ 1:02:58 John Bathgate Um, I think on, on Cadence, it's, it's a few things.
- ▶ 1:03:24 John Bathgate Someone from TSMC, and someone from Arm, and then someone from either Cadence or Synopsys.
- ▶ 1:03:28 John Bathgate And at the time, Cadence and Synopsys were viewed as these, like, sleepy, crappy companies.
- ▶ 1:03:32 John Bathgate And, um, it was just kind of like this, like, well, we, we love TSMC, and we love Arm, so it's like, let's do some work on Cadence, you know.
- ▶ 1:03:41 John Bathgate I think what, what steered us towards Cadence, um, one is the management team.
- ▶ 1:03:55 John Bathgate He was actually a, a VC previous to being, um, the CEO of Cadence, and he was just on the board and had to come in and basically turn around the company.
- ▶ 1:04:23 John Bathgate That was how we kind of first got involved with Cadence.
- ▶ 1:04:55 John Bathgate And so like at cadence is a great example.
- ▶ 1:35:46 John Bathgate And so, um, and then the, you also have all this off the shelf IP they're getting from companies like Arm or from Cadence or Synopsys that, I mean, part of what Apple does to your point, Ben, is they're really just an aggregator.