Broadcom, every mention
2 scenes (2026) · ← back to Broadcom
tap a year for its mentions
every year 2026 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
- ▶ 59:34 Clark Tang So I think, um, I think what was very interesting though was a new class of, uh, accelerators or ASICs, MediaTek with their, um, with their new VAT versus, you know, Broadcom's VIII for TPUs actually was a big topic of discussion. 3 times in the scene
- ▶ 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.