Chip Shortage

topic on 2 shows · 2 statements across 2 episodes

TBPN 20VC

2 statements about Chip Shortage, every show

TBPN Insight
Prince: Every chip shortage in silicon history turns into a glut
“There's never been a chip shortage in any time in the history of silicon that doesn't turn into a glut.”
Matthew Prince Jul 5, 2025 ▶ 1:59:23 Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
20VC Prediction Partly held up
Nicolai Tangen: Global chip shortage will resolve itself through market competition
“Yeah, so I don't think too much about it, to be frank, because I suspect it will take care of itself, because we have commercial players here, and I just saw that AMD is launching a new chip, which is even faster than what was available before, and so I suspec…”
Nicolai Tangen Mar 4, 2024 ▶ 24:49 Nicolai Tangen: Managing the Largest Sovereign Wealth Fund in the World | E1122 · 20VC with Harry Stebbings

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