TSMC
4 statements across 4 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Feb 22, 2024 by Bill Gurley · said 31 times in 16 episodes since 2024 · across every show →
Mentions by year
brought up most by Bill Gurley (18), Brad Gerstner (8), Satya Nadella (1), Rene Haas (1), Dylan Patel (1), Clark Tang (1), Ali Ghodsi (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 13 mentions in 9 episodes 1 per episode
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- 1 more episode that year, every mention in 2025 →
2024 17 mentions in 6 episodes 3 per episode
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about TSMC, oldest first
Feb 22, 2024 bearish
Gurley: There is no chance of competing simultaneously with TSMC and Nvidia
“And then some of them, and I, once again, I don't know that there was an exact quote, but the idea that you're going to build a fab is And compete, you're gonna compete with TSMC and NVIDIA at the same time. Like, no chance. Like, no chance.”
Oct 31, 2024 neutral
Dec 23, 2024 bullish
Jan 23, 2025 neutral
Haas: TSMC leading-edge capacity and HBM will constrain AI buildout
“Fab capacity does become an issue. No, no doubt. Because when you start thinking about three nanometer and two nanometer you know, TSMC is, is the leader, is the, Only game on town on some level. So I think that is a potential limitation or at least constraint…”