Taiwan, every mention
7 scenes · ← back to Taiwan
tap a year for its mentions
every year anyone Dylan Patel 5Andrew Feldman 2Melanie Kambadur 1Azeem Azhar 1
Verbatim, from the transcripts: the passages where Taiwan comes up
Cerebras CEO: Why GPUs Can't Do Fast Inference
- ▶ 1:04:24 Andrew Feldman Horrible trend in Taiwan. 2 times in the scene
Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- ▶ 32:05 Dylan Patel Taiwan is not complete.
- ▶ 37:38 Dylan Patel Different methods of like sneaking HBM, which is memory from, you know, Korea through Taiwan to China, right?
- ▶ 42:41 Dylan Patel The collective total amount of, like, CapEx that has been spent in Taiwan is, like, five hundred billion plus, right? 2 times in the scene
- ▶ 1:00:39 Dylan Patel And almost all of that gas is being shipped to an LNG terminal and being shipped to Asia, like, you know, where, you know, like Japan or Taiwan or China or Korea and some Europe as well.
A Conversation on The State of AI | Melanie Kambadur, Meta & Gideon Mann, Bloomberg
- ▶ 11:14 Melanie Kambadur Um, is Taiwan a country?
Fireside Chat - Azeem Azhar (Author, The Exponential Age) with Matt Turck (Partner, FirstMark)
- ▶ 18:38 Azeem Azhar No, it's gotta happen in Taiwan because it's not just TSMC.