Samsung

includes Samsung Electronics

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Jan 23, 2021 by David Friedberg · said 27 times in 21 episodes since 2021 · across every show →

Mentions by year, the whole family

brought up most by Jason Calacanis (10), Chamath Palihapitiya (6), David Friedberg (4), Rene Haas (2), Pat Gelsinger (1), Jonathan Haidt (1), Gavin Baker (1), David Sacks (1)

tap a year for its mentions
004386202120222023202420252026episodesmentions
036202120222023202420252026episodes it came up in
001326202120222023202420252026episodesmentions per episode
2026 7 mentions in 4 episodes 2 per episode
2025 8 mentions in 6 episodes 1 per episode
2024 6 mentions in 5 episodes 1 per episode
2023 2 mentions in 2 episodes 1 per episode
2021 4 mentions in 4 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Samsung, oldest first

Jan 23, 2021 neutral
Assertion Supported
Friedberg: Google used open-source Android to secure search dominance
“Google made Android open source. And by making the Android operating system open source, They were able to have their own forked versions that they were able to install on phones with partners like HTC and Samsung and others that they could then have their sea…”
David Friedberg Jan 23, 2021 ▶ 26:12 E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
Sep 30, 2025 neutral
Insight
Haas: TSMC's compounding manufacturing advantage makes catching up nearly impossible
“Once you fall behind in chips, it's very, very difficult to catch up because the cycle gets on top of you. TSMC now has the best fabs in the world. The leading edge companies, Apple, Nvidia, AMD, they all build a TSMC. TSMC gets better at what they're building…”
Rene Haas Sep 30, 2025 ▶ 12:36 Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
Jul 30, 2026 bearish
Assertion Supported
Calacanis: ASML stock falls 17% as Chinese competitor CXMT surges 500%
“Well, ASML stock is down 17% on news that China is getting into that business and Chinese memory maker CX MT went public surging almost 500% on its debut market cap over four 50. And so that hurt Micron Samsung, et cetera, who were all down.”
Jason Calacanis Jul 30, 2026 ▶ 22:18 Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
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