Morris Chang, every mention

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every year 2024 anyone Brad Gerstner 7Bill Gurley 1

Verbatim, from the transcripts: the passages where Morris Chang comes up

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BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod Feb 22, 2024 · 6 mentions

  • ▶ 1:03:13 Brad Gerstner Maybe just pull up a little bit about, kind of, the findings from that, but this is from the founder of TSMC and the CEO for decades, Morris Chang, talking about the competitive advantages, and Bill, because this really gets to the fab. 4 times in the scene
  • ▶ 1:09:19 Brad Gerstner I think that the opportunity, like, now there is a global imperative to diversify the source of manufacturing, and I think Morris Chang was having this conversation at MIT recently because he understands the global imperative. 2 times in the scene
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