TSMC, every mention
19 scenes · ← back to TSMC
tap a year for its mentions
every year anyone Bill Gurley 18Brad Gerstner 8Satya Nadella 1Rene Haas 1Dylan Patel 1Clark Tang 1Ali Ghodsi 1
Verbatim, from the transcripts: the passages where TSMC comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 49:15 Clark Tang You know, one of the things, for instance, is, um, I just threw in, like, seven of our models and just said, okay, like, I want to create a master view of, like, my beliefs, given all of these assumptions of all these companies, TSMC…
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 24:37 Ali Ghodsi They can be very, I mean, TSMC is very valuable, but, um, I'm just saying, and they're going to be kind of like these fab-like companies, but, uh, but they're interchangeable, and we've never seen something like that ever.
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 1:11:58 Satya Nadella Even before you get to what is happening in Arizona with the TSMC plants or what was happening with Micron and their investments in memory or Intel and their fabs and what have you, right?
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 29:01 Bill Gurley Which is why TSMC's in Arizona, which is why Tesla's in Texas.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 1:05:09 Brad Gerstner Um, you know, and then you see companies like TSM and NVIDIA and Microsoft, Oracle, Booking.com, Uber Dash, they're at all time highs, but not withstanding the fact that they're at all time highs, you have Tesla down over 20% on the year,…
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 38:46 Brad Gerstner And it also doesn't use this COOS from TSMC. 2 times in the scene
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 32:22 Bill Gurley That the same people that push the H-Twenty want to, you know, put even more restrictions on ASML, which is a Dutch company, or fine TSMC for building Huawei chips. 2 times in the scene
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 8:43 Brad Gerstner He mentioned Nvidia, Apple, TSMC, SoftBank, OpenAI in his remarks.
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 24:16 Brad Gerstner We saw the a hundred billion out of TSMC, uh, you know, including importantly, by the way, Bill, building a new R and D fab, like not just, not just, you know, a three or four nanometer, but advanced R and D fab in the United States.
- ▶ 1:03:50 Brad Gerstner I think with the level of automation that we now have in fabs, and I think given the strategic national importance of having these fabs, I'm happy that this administration has put the pressure on TSMC to build their next generation R&D lab… 2 times in the scene
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:02:27 Dylan Patel And it, it objectively is when you look at the cost of goods sold of NVIDIA, um, their highest cost of goods sold is not TSMC, which is a, uh,
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 2:23 Bill Gurley That they have accomplished fairly high-end semiconductor manufacturing at SMIC in China, so this chip was not built at TSMC, and they had this huge event in the stadium, and I would encourage people, we'll post some Twitter feeds about…
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 44:44 Bill Gurley And, and there was another data point this week that may seem trivial, but, um, there was a, there's something that just came out yesterday that open AI is talking to TSMC about building a chip and has put their foundry ambitions on hold.
- ▶ 52:03 Bill Gurley Uh, TSMC said they're gonna do across the board, 20% price increase.
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 47:07 Brad Gerstner I mean, we invited TSMC into Arizona to help us build chips.
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 26:36 Bill Gurley There was a super interesting comment made by the new chairman of GSMC where he said, open AI, Sam Altman is too aggressive for me to believe. 2 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 1:01:52 Bill Gurley And compete, you're gonna compete with TSMC and NVIDIA at the same time. 4 times in the scene
- ▶ 1:11:01 Bill Gurley You've got to get in line at TSMC. 6 times in the scene