Broadcom, every mention
1 scene (said by Gavin Baker) · ← back to Broadcom
tap a year for its mentions
every year anyone Brad Gerstner 18Dylan Patel 5Clark Tang 3Satya Nadella 1Gavin Baker 1
Verbatim, from the transcripts: the passages where Broadcom comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 1:14:25 Gavin Baker And a lot of companies, semiconductor companies in particular, you know, ironically, you know, Nvidia and Broadcom, they, they have been laggards.