Semiconductor Companies
topic on 4 shows · 4 statements across 4 episodes
the Y Combinator Startup Podcast 
BG2 Pod 
Sourcery 
All-In
4 statements about Semiconductor Companies, every show
Tony Kim: Chip companies have higher profit margins than software or pharmaceuticals
“They have the highest profitability of any company in the world of the sector is chip companies. They're higher margins than software, pharmaceuticals, industrials, telecom, anything.”
Ng: The biggest AI economic opportunities must be at the application layer
“And even though a lot of the PR excitement and hype has been on these technology layers, it turns out that almost by definition, the biggest opportunities have to be at the application layer. Because we actually need the applications to generate even more reve…”
Patel: Semiconductor companies lack the engineers needed for rack-scale systems
“Building a chip is one thing, but building many chips that connect together, cooling them appropriately, networking them together, making sure that it's reliable at that scale is, is a whole host of problems that semiconductor companies don't have the engineer…”