Samsung
includes Samsung Electronics
4 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Jul 8, 2025 by Caryn Seidman Becker · said 17 times in 5 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by Gavin Baker (9), Ben Thompson (4), Neil Movva (2), Caryn Seidman Becker (1), Alex Sacerdote (1)
tap a year for its mentions
2026 16 mentions in 4 episodes 4 per episode
- Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- What Happens When the AI Boom Runs Out of Money · Invest Like The Best
- Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
- Why the AI Boom Is Just Getting Started · Invest Like The Best
- every mention in 2026, scene by scene →
Everything said about Samsung, oldest first
Jul 8, 2025 bullish
Clear CEO: Very little stands in the way of universal facial recognition
“I don't think a lot. I don't think there's a lot. I mean look at your iPhone or your Google phone, Samsung, right? First touch ID started, I think in. Or something of that nature. And then face ID. So, I don't think there's a lot in between that. I think it ma…”
May 20, 2026 neutral
May 20, 2026 negative
Aug 18, 2026 neutral
Thompson: Massive compute demand solves TSMC dependence by funding alternative foundries
“The way to solve the geopolitical problem of Dependence on TSMC is to come up with a compute use case that is so massive that everyone is economically incentivized to bring other people up to speed. And then we get the sort of geopolitical insurance for free.”