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monopoly

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 21, 2025 by Ben Gilbert · said 3 times in 2 episodes since 2021 · across every show →

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brought up most by David Rosenthal (2), Ben Gilbert (1)

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2025 1 mention in 1 episode
2021 2 mentions in 1 episode

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Everything said about monopoly, oldest first

Jan 21, 2025 bullish
Insight
Moore's Law and Rock's Law mathematically drive semiconductor foundries toward monopoly
“When you combine these two things, the Moore's Law and Moore's Second Law, it implies that the leading company, that most profitable company, will become a monopoly.”
Ben Gilbert Jan 21, 2025 ▶ 1:51:19 TSMC · Acquired
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