South Korea, every mention

23 scenes · ← back to South Korea

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every year anyone David Rosenthal 13Sam Bankman-Fried 4Ben Gilbert 2David Senra 1Dara Khosrowshahi 1Brinton Johns 1

Verbatim, from the transcripts: the passages where South Korea comes up

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Indian Premier League Cricket (Audio) · Acquired Mar 24, 2025 · 2 mentions

  • ▶ 7:18 David Rosenthal Yeah, the industrial structure in India, at least to date, seems to be more like South Korea or Japan, the big conglomerates.
  • ▶ 4:10:51 David Rosenthal But it's still very, very strong and vibrant in Japan and South Korea.

Rolex (Audio) · Acquired Feb 24, 2025 · 1 mention

  • ▶ 2:58:47 Ben Gilbert So Hong Kong becomes the powerhouse for inexpensive manufacturing of all of this, along with Taiwan, South Korea, and mainland China.

TSMC · Acquired Jan 21, 2025 · 2 mentions

Charlie Munger (Audio) · Acquired Oct 30, 2023 · 1 mention

  • ▶ 37:34 unnamed speaker In Korea, one guy, a Chinese guy, controls all the sauces.

Costco (Audio) · Acquired Aug 21, 2023 · 2 mentions

  • ▶ 1:34:23 David Rosenthal That they could clear across all the countries that they were operating in and planning to operate in, and so Kirkland Signature, like, that works in Japan, that works in Korea, that works in Taiwan.
  • ▶ 1:38:17 David Rosenthal So first they go to the UK, then they go to Korea, to Taiwan, to Japan, ultimately China, which is now a big initiative for them.

Nike (Audio) · Acquired Jul 25, 2023 · 2 mentions

  • ▶ 1:43:08 David Rosenthal So Phil and a bunch of the management team starts flying around Asia, they go to Taiwan, they go to South Korea, ultimately they go to China, they go to Indonesia, they go to Vietnam.
  • ▶ 1:43:22 David Rosenthal And at first it's primarily Taiwan and then South Korea that they go to.

Uber CEO Dara Khosrowshahi · Acquired Jun 13, 2023 · 1 mention

Sessions: David Senra (Founders Podcast) · Acquired Mar 29, 2023 · 1 mention

  • ▶ 2:48:15 David Senra Yeah, but he started out, like, like, uh, doing, like, knockoff cell phones in Korea or something, and then, like, he, he, I forgot the guy's founder's name, and I apologize, but, like, he was telling me the life story, but he was saying…

Qualcomm · Acquired Nov 15, 2022 · 5 mentions

  • ▶ 1:23:19 David Rosenthal Where it's just tabula rasa, like clean slate, and we pitch this as, like, the obvious best technology, and famously, South Korea, back to the, like, government-mandated standards, the South Korean government is like, yep, this is clearly…
  • ▶ 1:23:43 David Rosenthal Uh, South Korea, for,
  • ▶ 1:25:05 David Rosenthal They are sophisticated operators, but there's a whole ecosystem of technology providers to them, and they already, except in the case of South Korea, um, you know, they already have built out, like, towers, infrastructure, they kind of…
  • ▶ 1:33:27 David Rosenthal They get a 57% market share in the U.S. in two G, a hundred percent market share in countries like South Korea.
  • ▶ 2:14:29 Ben Gilbert I mean, we didn't talk about this, but like China, South Korea, EU, Taiwan, all these companies, all these nations have sued or restricted.

SONY (75 years of electronics history in 3 hours) · Acquired Mar 7, 2022 · 1 mention

  • ▶ 2:45:56 David Rosenthal So successfully, like same thing in Korea, you know, after it came, you know, right on the heels of the journey of made in Japan from low quality to high quality, same thing in Korea, and then the same thing in China and like an even…

FTX with Sam Bankman-Fried & Mario Gabriele (Extended Cut) · Acquired Dec 15, 2021 · 4 mentions

  • ▶ 20:33 Sam Bankman-Fried So Korean bitcoins were trading 10 to 50% above American bitcoins, and lots of people said, well, why don't you buy American bitcoins and sell them in Korea?
  • ▶ 20:43 Sam Bankman-Fried You can't get the Korean won out of Korea.
  • ▶ 20:48 Sam Bankman-Fried So you could buy, you know, a 10,000 dollar Bitcoin, sell it for 13,000 dollars in Korea of Korean won.
  • ▶ 20:54 Sam Bankman-Fried Now you have Korean won on a Korean exchange and the only thing you do with it is buy a Bitcoin back for 13,000 dollars.

Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired Nov 3, 2021 · 1 mention

  • ▶ 1:16:09 Brinton Johns There's really only three major companies in the world, the big DRAM, two are in Korea, and one's Micron in the U.S.
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