Texas Instruments, every mention
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every year anyone David Rosenthal 76Morris Chang 18Brinton Johns 8Ben Gilbert 7John Bathgate 2
Verbatim, from the transcripts: the passages where Texas Instruments comes up
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.
Rolex (Audio) · Acquired
- ▶ 2:57:34 Ben Gilbert National Semiconductor, Fairchild Semiconductor, Texas Instruments.
- ▶ 2:57:37 David Rosenthal TI got into this market too, right?
TSMC founder Morris Chang · Acquired
- ▶ 18:33 Morris Chang I had a lot of experience at Texas Instruments.
- ▶ 18:37 Morris Chang But at Texas Instruments, I was not a CEO.
- ▶ 18:48 Morris Chang And when the company decided to have a layoff, the CEO conferred with the top managers, uh, who included me, and their first reaction was exactly the same, and I'm talking about, uh, the seventies, early seventies.
- ▶ 19:32 Morris Chang Add Texas Instruments in the early seventies that said, no, that would not be, ah, credible, ah, way of doing it.
- ▶ 39:01 Morris Chang Well, I had a lot of trouble at TI.
- ▶ 39:05 Morris Chang My peak job at TI was, uh, the head of, um, Worldwide Semiconductors.
- ▶ 39:17 Morris Chang TI, of course, had many businesses.
- ▶ 39:33 Morris Chang But GI's semiconductor business was their biggest, and I was the head of that.
- ▶ 54:48 Morris Chang And he thought that he would do it like, uh, TI for instance.
- ▶ 54:53 Morris Chang When TI had a germanium transistor department, silicon transistor department, an integrated circuit, bipolar integrated circuit, MOS integrated circuit, you know.
- ▶ 1:16:22 Morris Chang And maybe among a few other companies such as Texas Instruments and so on, but not Intel.
- ▶ 2:02:38 Morris Chang I, I think I had a role at TI.
- ▶ 2:05:54 Morris Chang He came to Texas Instruments
- ▶ 2:05:57 Morris Chang One day in, I think, around 1970, ah, or I should say he, he first called the TI CEO Mark Shepherd and told him that
- ▶ 2:06:19 Morris Chang He, he had founded the Boston Consulting Group, and we, we have, BCG has, ah, a experience curve theory that would benefit semiconductor industry, and TI was the largest company in the semiconductor industry then.
- ▶ 2:07:40 Morris Chang Uh, anyway, Mark Shepard was, uh, impressed, and he decided that, uh, TI would, uh, work with, uh, BCG on, um, this, uh, learning curve theory.
- ▶ 2:08:11 Morris Chang At TI, you know, most of my, like, three days a week, and Mark Herbert assigned me as TI's guy.
- ▶ 2:08:40 Morris Chang Office, uh, at TI in the same building and small office because he needed a lot of things from me.
- ▶ 2:37:53 Ben Gilbert The, the founders of BCG and Bain are the ones who sort of co-developed this, or at least named it and formalized it with Morris when he was at TI.
- ▶ 2:43:56 David Rosenthal I mean, at the end of the day, back from starting all the way back, Morris's career at TI, and being a contemporary of Jack Kilby and Bob Noyce, the invention of the integrated circuit,
- ▶ 2:51:23 David Rosenthal They were contemporaries at TI back in the day.
TSMC · Acquired
- ▶ 19:11 David Rosenthal It was Texas Instruments.
- ▶ 19:19 Ben Gilbert But of course at this time, I don't even think they had a consumer division yet.
- ▶ 19:25 David Rosenthal No, TI was the juggernaut.
- ▶ 19:28 David Rosenthal Now, Silicon Valley is Silicon Valley, but then it was, yeah, okay, California, I don't know, West Coast, whatever, like TI was the big incumbent.
- ▶ 19:34 David Rosenthal They were the juggernaut.
- ▶ 19:36 David Rosenthal TI actually got its start, I had no idea before doing the research here.
- ▶ 19:45 David Rosenthal They started making instruments, Texas instruments, for measuring seismic activity for oil exploration.
- ▶ 19:56 David Rosenthal They were like the TSMC, the technology provider to oil companies, and that's what led them into computing and into digital to power that business.
- ▶ 20:06 David Rosenthal They were huge, not just huge in terms of the company, but they were the technology leader.
- ▶ 20:25 David Rosenthal TI, and Jack was actually the one who got the Nobel Prize for inventing the integrated circuit.
- ▶ 23:59 David Rosenthal When did Morris Chang join Texas Instruments?
- ▶ 24:22 David Rosenthal TI, this is the place, this is like Google plus Facebook.
- ▶ 24:29 David Rosenthal So Morris gets assigned as his first project to a sort of problem child within TI.
- ▶ 24:36 David Rosenthal They have entered into a deal with IBM.
- ▶ 25:06 David Rosenthal They turn to TI, and they're like, hey, we're gonna give you all the designs for, you know, how to do this, this chip that we want for our product.
- ▶ 25:46 David Rosenthal The TI line has about a zero percent yield.
- ▶ 25:51 David Rosenthal Almost everything coming off the line fails at TI when Morris shows up.
- ▶ 26:22 David Rosenthal After about four months, he gets the yields at the TI plant up to 20%.
- ▶ 26:38 David Rosenthal They write, suddenly even TI president Pat Haggerty knew Morris's name.
- ▶ 27:08 David Rosenthal So on the back of all this, TI is like, all right, we got a rising star here.
- ▶ 27:12 David Rosenthal They offer to sponsor him to go finally get his PhD.
- ▶ 27:55 David Rosenthal He can't wait to get back to Texas, back to TI.
- ▶ 28:14 David Rosenthal So, by 1964, he's done, he's back at TI, and this is right as people have discovered that silicon is way more cost effective and scales up way better.
- ▶ 30:17 David Rosenthal In 1967, TI makes him a general manager of one of the divisions within the semiconductor business.
- ▶ 30:51 David Rosenthal So what TI and everybody else in the industry did,
- ▶ 31:03 David Rosenthal So right off the gate, you want the latest new hotness in the end products that TI is selling.
- ▶ 31:08 David Rosenthal They're going to charge a lot of money for them.
- ▶ 31:10 David Rosenthal Morris realizes he's like, that's not actually optimal to do that because as evidenced by his first big win at TI with the IBM line,
- ▶ 33:26 David Rosenthal That combined with other strategies made the TI integrated circuits business
- ▶ 33:36 David Rosenthal This is right when Intel's getting founded, so screw Fairchild, screw National, screw, like, TI is kicking all of their butts, and it's thanks to Morris.
- ▶ 34:00 Ben Gilbert But is Texas Instruments playing in that ecosystem at all?
- ▶ 34:13 David Rosenthal TI's just killing it bigger than anybody else.
- ▶ 36:16 David Rosenthal So on the back of this, Morris gets promoted to VP at TI, one level below the CEO, running the entire semiconductor business.
- ▶ 36:27 David Rosenthal That happens in 1972, and he becomes the obvious leading candidate to be the next CEO of TI, which he's like, yeah,
- ▶ 36:48 David Rosenthal Three different viewpoints, as far as I could identify on what happens next to Morris at TI.
- ▶ 37:19 David Rosenthal Two, second point, which Morris totally acknowledges, TI was a really big company, the semiconductor division.
- ▶ 38:01 David Rosenthal Mark Shepherd, then chairman and CEO of TI,
- ▶ 39:06 David Rosenthal But while Morris was definitely responsible for making TI Semiconductor a powerhouse,
- ▶ 39:40 David Rosenthal TI, again, was well, they had the best engineers.
- ▶ 39:46 David Rosenthal And actually, most of the talent within TI that were the ones that led the industry transition to Moz left, including probably most prominently a guy named LJ Seven, who left and founded a company called Moz Tech.
- ▶ 40:09 David Rosenthal So he was a TI guy, and he left.
- ▶ 40:11 David Rosenthal And you know, the culture at TI, as shown by Morris's experience, was not like Trader Estate, Silicon Valley, you leave.
- ▶ 40:22 David Rosenthal So Motorola poached a whole bunch of Maz engineers from TI, and it all kind of fell apart.
- ▶ 41:14 David Rosenthal So Skunk Works project and TI, you know, a couple of years earlier under Morris would have been an obvious candidate.
- ▶ 41:24 David Rosenthal TI probably should have been the processor chosen.
- ▶ 41:36 David Rosenthal Well, then the architecture standardizes on x 86 and boom, there goes the whole next generation of computing away from TI over to Intel.
- ▶ 41:58 Ben Gilbert In the highway of history, TI accidentally took the off-ramp there.
- ▶ 42:05 David Rosenthal Certainly, the culture at TI was, we rotate you around, you're going to fix consumer.
- ▶ 42:18 David Rosenthal All that, like, his career at TI is basically over.
- ▶ 42:39 David Rosenthal My career at TI, 30 years, done.
- ▶ 42:52 David Rosenthal He wanted to be CEO of TI.
- ▶ 43:38 David Rosenthal B, he's got this chip on his shoulder from the way TI ended, so.
- ▶ 43:49 David Rosenthal The thing though is GI had a very different culture than TI.
- ▶ 43:53 David Rosenthal TI was this research, build, develop technology, push the ball forward.
- ▶ 44:40 David Rosenthal He says, after these two setbacks at TI and GI, I did not think that my aspiration to be the CEO of a major US company was in the cards.
- ▶ 45:15 David Rosenthal So back when Morris was at TI, when he was running the semiconductor business there, he went over to Taiwan a couple times to talk about building a manufacturing plant there.
- ▶ 45:28 David Rosenthal TI would own and build the manufacturing plant, but outsource to Taiwan.
- ▶ 45:32 David Rosenthal Not like a TSMC style business, like as a TI plant there.
- ▶ 49:12 David Rosenthal He was put out to pasture at TI, but at least he was still a TI.
- ▶ 51:43 David Rosenthal This is probably what they were trying to negotiate with TI for.
- ▶ 52:14 David Rosenthal TI and Intel and everybody like, you know, at Fairchild, they're international, they're leading the way.
- ▶ 59:15 Ben Gilbert And so he says, when I was at TI and General Instrument, I saw a lot of integrated circuit designers wanting to leave and set up their own business.
- ▶ 1:00:15 David Rosenthal They've been doing, you know, just like my first thing back at TI, they've been doing some line sharing, you know, for either new products that they need excess capacity for, or for older products that they need to transition some fabs,…
- ▶ 1:00:31 David Rosenthal And so he goes around and he talks to Intel, he talks to TI, he talks to everybody in the industry, and they're like, yeah, he talks to Motorola, like,
- ▶ 1:00:47 David Rosenthal And we want you to raise it from like an Intel or a TI, you know, somebody who's gonna be your first customer and that they're gonna be bought in.
- ▶ 1:00:58 David Rosenthal He gets meetings with TI.
- ▶ 1:15:08 David Rosenthal And then, as you said, but I had better reasons for hoping for it than the people at Intel, at TI, and Motorola, because I was now standing outside.
- ▶ 1:15:14 David Rosenthal When I was at TI and General Instrument, I saw a lot of these IC designers wanting to leave, start their own businesses, and the constraint was
- ▶ 1:16:33 Ben Gilbert He almost ran TI.
Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
- ▶ 2:00:10 David Rosenthal So the three people who start Compaq in 1982 are actually Texas Instruments engineers who left and they wanted to start a company.
Costco (Audio) · Acquired
- ▶ 42:42 David Rosenthal Morris Chang, of course, being the founder and CEO of TSMC, who was booted out of Texas Instruments at age 56, I think.
Qualcomm · Acquired
- ▶ 1:30:39 David Rosenthal TI, Texas Instruments.
SONY (75 years of electronics history in 3 hours) · Acquired
- ▶ 38:11 David Rosenthal A American company called Regency had worked with TI to make a transistor radio in the US.
- ▶ 38:18 David Rosenthal So like the Bell Labs TI, like the rivalry.
- ▶ 38:22 David Rosenthal Uh, so TI and Regency had actually come out with a portable transistor radio slightly earlier in the US, but for whatever reason, they didn't invest a lot in the product and it never like
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 15:58 John Bathgate So, I mean, some, I guess some companies in the portfolio we admire that, that do that, uh, would be someone like Texas Instruments where, um, they have a really decentralized, um,
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