TSMC, every mention
47 scenes, the whole family · ← back to TSMC
tap a year for its mentions
every year anyone Jason Calacanis 16David Sacks 14Chamath Palihapitiya 12Howard Lutnick 9David Friedberg 5Rene Haas 4Antonio Gracias 4Thomas Laffont 3Gavin Baker 3Pat Gelsinger 2
Verbatim, from the transcripts: the passages where TSMC comes up
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 1:10:13 David Sacks That's why NVIDIA is able to pay TSMC and Micron and SK Hynix and all the way down.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 3:03 Jason Calacanis That's people like NVIDIA, TSMC, AMD, Micron, you know, all those big names.
- ▶ 22:08 Jason Calacanis ASML, which makes those machines, which TSMC uses, those are very sophisticated machines.
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- ▶ 0:07 Jason Calacanis Probably one of the greatest American companies, uh, ever, and then absolutely went off the rails and got absolutely demolished by NVIDIA, TSMC, uh, and I guess Apple to a certain extent.
- ▶ 11:21 Jason Calacanis And maybe you talk a little bit about TSMC and their surging, and we can even get into a little bit of the, the politics of it now, and then we'll get into some of these AI chips and venture investing. 6 times in the scene
- ▶ 15:39 Pat Gelsinger Uh, and TSMC's factories are up and operating at scale. 2 times in the scene
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 1:33:30 Gavin Baker We immediately ordered more wafers from Taiwan Semi. 2 times in the scene
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 15:52 Jason Calacanis And now, SpaceX is sitting at seventh largest company right behind TSMC. 2 times in the scene
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 26:53 Thomas Laffont They said, well, if I want to design a chip like OpenAI, I can go to TSMC. 3 times in the scene
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
- ▶ 21:22 David Friedberg So as we build out our own manufacturing capacity here in the US, and I know we've struggled and there are fits and starts and issues with it and whatnot, but the TSMC facility in Arizona is running. 2 times in the scene
“This is Bibi’s War” - Harvard’s Graham Allison on the Influences and Endgame of the Iran War
- ▶ 30:24 Graham Allison So TSMC, as you all have discussed before, produces the advanced semiconductors for essentially everybody, of whom we're the principal consumer.
Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next
- ▶ 27:04 Changpeng Zhao (CZ) They used to, they, they worked for TSMC back then. 2 times in the scene
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
- ▶ 1:10:04 Howard Lutnick I had, I went out to Arizona to the TSMC plant, and I met the, ah, these guys were pipe fitters. 2 times in the scene
- ▶ 1:10:47 Howard Lutnick So TSMC, when I, when I walked in, there was this CHIPS Act, ok? 6 times in the scene
Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
- ▶ 1:14:27 David Sacks TSMC has already opened a big fab in Arizona, and they're planning on increasing the size of that, and that's really important.
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 51:42 Chamath Palihapitiya We're going to focus TSMC and Samsung on AI five.
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
- ▶ 10:25 Rene Haas To some extent, although we don't build anything, right, our business model is we do the design, someone else has the chip built, mostly at TSMC, some at Samsung, even Intel. 4 times in the scene
- ▶ 15:37 David Friedberg Just talking about the fabs, TSMC's built this facility in Arizona. 3 times in the scene
Oval Office Tour with President Trump
- ▶ 15:05 David Sacks You got TSMC to invest hundreds of billions in the US.
Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
- ▶ 37:06 Jason Calacanis Most of the chips in the world are made in Taiwan, obviously by TSMC.
Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
- ▶ 16:25 Scott Bessent I, I, I'm sure Doug, Doug and Chris will talk about it, but this, this idea, TSMC wants to build a gigantic fab system in Arizona, and I, I think it might be able to,
Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
- ▶ 13:43 David Sacks In April, it was announced that you achieved your first silicon output at the TSMC facility in Arizona on that two nanometer line. 3 times in the scene
- ▶ 15:34 David Sacks But the reports out were that TSMC couldn't get good, qualified, trained employees. 3 times in the scene
- ▶ 53:30 David Sacks We, um, you know, we've seen stories of TSMC in Arizona.
Doug Burgum, Secretary of the Interior | All-In DC
- ▶ 25:58 Doug Burgum You know, in Arizona, you've got the, you know, the TSMC plant coming there.
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
- ▶ 38:15 Aaron Levie We're doing TSMC.
Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
- ▶ 18:49 David Sacks There was a case where TSMC was discovered to have produced something like three million chips that went into the Huawei Ascend nine, 10 C chips.
Howard Lutnick | All-In DC
- ▶ 1:05:39 Howard Lutnick TMC saying I'll build, uh, you know, semiconductor wafers.
- ▶ 1:06:13 Chamath Palihapitiya So TSMC can make chips.
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 5:31 Jason Calacanis Then at 2:38 PM, Trump announces a hundred billion dollar investment from TSMC in American fabs.
DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
- ▶ 55:51 Antonio Gracias So what do they do?
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 16:45 Jason Calacanis TSMC was down.
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 1:14:23 Gavin Baker High bandwidth memory is a bigger part of Nvidia's cogs on GPUs than Taiwan Semi is.
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
- ▶ 43:56 Jason Calacanis A report just came out that Broadcom and TSMC are helping them develop AI inference chips, you know, inference chips like Rock, uh, Hunchaboth, and there are obviously GPUs like NVIDIA GPUs.
Peter Thiel: The Coming Collapse No One Is Prepared For
- ▶ 41:28 Peter Thiel I mean, I assume TSMC and ASML, but, but, uh, but, uh, yeah,
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
- ▶ 47:35 Chamath Palihapitiya And if the United States can basically have a chip supply that comes from Europe and Mexico, now all of a sudden the criticality of TSMC goes away. 3 times in the scene
E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
- ▶ 23:01 Chamath Palihapitiya You buy that chip from, you know, TSMC that makes it
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
- ▶ 1:24:04 David Sacks I mean, if Taiwan is the place that makes all these chips through TSMC, for example, and we have now cut them off, we have now embargoed them from these chips, does it strengthen China's incentive to go after Taiwan?
#AIS: Bestie AMA with Valor's Antonio Gracias
- ▶ 45:33 Antonio Gracias So, you know, TSMC basically took the many, this idea of outsourcing manufacturing assets that Intel did with TSMC in the beginning, 3 times in the scene
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
- ▶ 47:09 Ryan Petersen It's still a trend and almost everywhere until somebody like TSMC comes along and says, you know what?
- ▶ 48:50 Chamath Palihapitiya It's true that you'd love a 90% gross margin business, but it is also true in the TSMC case, you'd rather have a business doing 20% on five hundred billion dollars.
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
- ▶ 1:06:30 David Sacks And it's like the Persian Gulf, because the new oil are the semiconductors, the chips that are fabbed in Taiwan at TSMC.
E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
- ▶ 24:57 Jason Calacanis Uh, you know, the Taiwanese semiconductor company is doing a seven billion dollar project to build a new factory in Japan funded by the Japanese government.
E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more
- ▶ 46:22 Chamath Palihapitiya I've said this before, but I think that they will, and we will have no choice except to deploy troops into Taiwan, because in the absence of the silicon that we need from TSMC and a couple of other manufacturers there, we have zero…
E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!
- ▶ 45:13 David Sacks Yeah, I'll tell you, one thing we should be making plans for, I don't know if our military is competent enough, but we've talked on this pod before about how, what, 70% of the advanced chips come out of Taiwan, companies like TSMC.
E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing American efficiency
- ▶ 30:24 Chamath Palihapitiya The first is that, you know, what happened essentially is the United States told, uh, TSMC, you know, you cannot basically give Huawei access to the five G chipsets and the five G technology that they would use to essentially kind of like,… 3 times in the scene
E3: Modern Cold War, politicizing the pandemic & more with David Sacks & David Friedberg
- ▶ 56:51 Chamath Palihapitiya Um, or they have to basically, you know, uh, storm into Taiwan and take over TSMC.