TSMC, every mention
5 scenes (2022), the whole family · ← back to TSMC
tap a year for its mentions
every year 2022 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
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.