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Broadcom

4 statements across 3 episodes · 2 bullish · 0 bearish · 4 people on the record · first statement Jan 25, 2025 by Chamath Palihapitiya · said 24 times in 12 episodes since 2022 · across every show →

Mentions by year

brought up most by Chamath Palihapitiya (10), Jason Calacanis (5), Gavin Baker (5), Elon Musk (2), Sarah Friar (1), David Sacks (1)

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008315520222023202420252026episodesmentions
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001.52.53520222023202420252026episodesmentions per episode
2026 7 mentions in 4 episodes 2 per episode
2025 13 mentions in 5 episodes 3 per episode
2024 2 mentions in 2 episodes 1 per episode
2022 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Broadcom, oldest first

Jan 25, 2025 positive
Assertion Supported
Chamath: Broadcom is a $1.12T business that receives little attention
“Is that it is the only trillion dollar company that nobody talks about. Everybody knows Nvidia. Everybody knows Amazon Meta, but Broadcom is a 1.12 trillion dollar business.”
Chamath Palihapitiya Jan 25, 2025 ▶ 1:45:13 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
Jan 25, 2025
Assertion Supported
Friedberg: Broadcom grew 8x and Nvidia 20x while Intel dropped 70%
“Well, what's really interesting is that in the last five years, the market cap's grown by eight X, Nvidia's grown by 20 X, but, you know, Intel over the last five years is what, down 70%?”
David Friedberg Jan 25, 2025 ▶ 1:46:51 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
May 22, 2026 bullish
Assertion Not checkable as stated
Baker: Nvidia's Western AI business grows faster than Broadcom's
“Within the Western AI world, Within data centers that need being built, whether they're being built by CoreWeave, XAI, Amazon, Google, NVIDIA's AI business is growing faster than Broadcoms.”
Gavin Baker May 22, 2026 ▶ 1:16:30 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
Jun 2, 2026
Disclosure
Friar: OpenAI uses Cerebras, pipeline AMD chips, and custom Broadcom silicon
“But we also now have chips in the pipeline from AMD. Cerebrus is already online. It's been an incredible low latency chip. Great for devs, for example, that want real time coding. And there's our own chip that we're working on with Broadcom.”
Sarah Friar Jun 2, 2026 ▶ 24:31 OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
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