Broadcom
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 30, 2025 by Nathan Benaich · said 4 times in 2 episodes since 2026 · across every show →
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brought up most by Sachin Katti (2), Matt Turck (2)
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2026 4 mentions in 2 episodes 2 per episode
Everything said about Broadcom, oldest first
Oct 30, 2025
Custom AI chips become viable only after model architectures stabilize
“As soon as you get to a point where there's some convergence on an architecture that's looks like it's stable and is revenue generating and developers are coming to sort of work on it and confirm that it is like the thing, then you can flip towards doing a cus…”