Samsung
includes Samsung Electronics
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 24, 2026 by Omar Sanseviero · said 13 times in 8 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Dylan Patel (3), Shawn Wang (2), Sean Lie (2), Omar Sanseviero (1), Mike Krieger (1), Arush Sehgal (1), Andrew Hsu (1)
tap a year for its mentions
2026 5 mentions in 3 episodes 2 per episode
2025 5 mentions in 4 episodes 1 per episode
2023 3 mentions in 1 episode
Everything said about Samsung, oldest first
May 24, 2026 neutral
Sep 2, 2026 bullish
Sean Lie: Cerebras has solved yield at scale and 3D packaging
“And so, you know, we already have solved yield at scale. For example, we've already solved how you can actually package in a three-dimensional way. And that's, You know, problems that Samsung, that D-Matrix, and everybody else are also gonna have to solve over…”