Taiwan, every mention
11 scenes · ← back to Taiwan
tap a year for its mentions
every year anyone Benedict Evans 13Jay Goldberg 3Toni Cowan-Brown 1
Verbatim, from the transcripts: the passages where Taiwan comes up
Looking for AI use-cases
- ▶ 4:20 Benedict Evans The example I always give is, if you live in Taiwan, and you want to do your taxes, you can do it in software, but with a GUI, but someone needs to have written the software that would do that, and now you could ask ChatGPT, and it could…
Why are chips interesting again?
- ▶ 5:09 Jay Goldberg TSMC in Taiwan is just way ahead of everybody else.
- ▶ 11:00 Jay Goldberg Uh, you know, a Wi-Fi router maker in, in Taiwan is designing their own Wi-Fi chips, and
- ▶ 14:04 Toni Cowan-Brown The semiconductors are so complex to make that the supply chain is so vulnerable, and is that why we're seeing more companies trying to figure out how we don't have so much need for what's coming out of China or Taiwan, or is that not the…
- ▶ 17:09 Jay Goldberg There are a few thousand people in Taiwan.
- ▶ 22:24 Benedict Evans One of them is we suddenly kind of realized that all the chips were being made in Taiwan and that that might actually be a problem now. 6 times in the scene
Remember AI?
- ▶ 26:28 Benedict Evans It turns out they're done in, in, I think it was Taiwan in the seventies.
Ukraine
- ▶ 9:24 Benedict Evans Um, because clearly, and this is outside my circle of competence, you know, other than like I read the papers, clearly there's a read across between Ukraine and Taiwan. 2 times in the scene
- ▶ 14:30 Benedict Evans The chips themselves, of course, are not the chips, the components, the high value components aren't, so the chips come from Taiwan, the image sensors come from Sony in Japan, the batteries come from Samsung, but they're all put together…
How to think about tech
- ▶ 6:45 Benedict Evans Chinese, China, Taiwan politics, and the CCP, and all these different questions.
The paradox of Apple
- ▶ 1:59 Benedict Evans These chips are designed by them using architecture licensed from ARM, but you can license like a whole chip from ARM, or you can just license the underlying tech, and they've just licensed the underlying tech and designed most of it…