Philips

3 statements across 3 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 7, 2022 by David Rosenthal · said 19 times in 3 episodes since 2022 · across every show →

Mentions by year

brought up most by David Rosenthal (11), Ben Gilbert (8)

mentionsepisodesper episode tap a year for its mentions

2025 9 mentions in 2 episodes 5 per episode

Epic Systems (MyChart) · Acquired Apr 21, 2025 · 5 mentions · from 1:31:17
TSMC · Acquired Jan 21, 2025 · 4 mentions · from 1:01:06
every mention in 2025, scene by scene →

2022 10 mentions in 1 episode

SONY (75 years of electronics history in 3 hours) · Acquired Mar 7, 2022 · 10 mentions · from 1:07:47
every mention in 2022, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Philips, oldest first

Mar 7, 2022 positive

Assertion Supported

Sony launched the first commercial CD player in 1982

“In 1982, Sony brings the first CD player to market, and then lots of other manufacturers follow suit. And the great thing is Sony and Phillips are getting royalties on all the hardware and all the discs being sold out there.”

David Rosenthal Mar 7, 2022 ▶ 1:09:26 SONY (75 years of electronics history in 3 hours) · Acquired

Jan 21, 2025 neutral

Assertion Supported

TSMC was founded with $220M, heavily funded by Taiwan and Philips

“So they put up 28% of the capital. Government puts up 50%. It ends up being two hundred twenty million in total.”

David Rosenthal Jan 21, 2025 ▶ 1:01:24 TSMC · Acquired

Apr 21, 2025 neutral

Opinion

Epic's closed strategy stems from a failed partnership with Philips

“I think it's still reasonable to say that some of the DNA of what Epic would become, and they would take tons of arrows for this closed, not interoperable, blah, blah, blah. Some of it stems from this failed partnership.”

Ben Gilbert Apr 21, 2025 ▶ 1:32:44 Epic Systems (MyChart) · Acquired

Philips

Mentions by year

Everything said about Philips, oldest first

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