TSMC, every mention
9 scenes · ← back to TSMC
tap a year for its mentions
every year anyone John Collison 22Reiner Pope 7Scott Wu 3Daniel Gross 3Sundar Pichai 1
Verbatim, from the transcripts: the passages where TSMC comes up
The history and future of AI at Google, with Sundar Pichai
- ▶ 47:51 Sundar Pichai Not quite like, you know, like, you know, you take something complex like TSMC or SpaceX launching things, you are talking about system integration and these things in a very complex way.
Garrett Langley of Flock Safety on building technology to solve crime
- ▶ 1:15:19 John Collison But I would have thought, you know, often these, um, supply chain crunches come on the leading edge where, you know, everyone's fighting over TSMC, you know, three nanometer, um, uh, node production capability, but, you know, the auto…
Reiner Pope of MatX on accelerating AI with transformer-optimized chips
- ▶ 19:08 Reiner Pope Uh, Logic Dies from typically TSMC, maybe Samsung, or HBM, which are the big three HBM vendors, Hynix, Samsung, and Micron.
- ▶ 37:13 Reiner Pope TSMC. 6 times in the scene
- ▶ 49:33 John Collison Uh, everything TSMC then does, it's not entirely in software. 2 times in the scene
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- ▶ 1:06:06 John Collison Um, you've written a lot about the TSMC break. 18 times in the scene
Dan Sundheim of D1 Capital on the art of public market investing
- ▶ 1:08:50 Daniel Gross There's also the other open mystery, which is, I think, I believe the onshore TSMC trades at a 20% discount to the U.S. 3 times in the scene
Tobi Lütke is still captivated by internet commerce, 20 years later
- ▶ 59:24 John Collison You've referenced a few times the, um, kind of the stuff Stripe and Shopify are doing together, and, you know, we've caught up at various points on, and you even talked at the meta level about the Stripe-Shopify relationship where there's…