TSMC

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 2, 2025 by Sholto Douglas · said 27 times in 6 episodes since 2020 · across every show →

Mentions by year

brought up most by Matt Turck (8), Dylan Patel (8), Benedict Evans (5), Andrew Feldman (3), Azeem Azhar (2), Michael James (1)

mentionsepisodesper episode tap a year for its mentions

2026 23 mentions in 3 episodes 8 per episode

Cerebras CEO: Why GPUs Can't Do Fast Inference Jul 23, 2026 · 10 mentions · from 20:11
Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled” Feb 5, 2026 · 8 mentions · from 30:55
Benedict Evans: OpenAI’s Moat Problem & the Future of Software Mar 19, 2026 · 5 mentions · from 7:16
every mention in 2026, scene by scene →

2024 1 mention in 1 episode

Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark Nov 8, 2024 · 1 mention · from 25:24
every mention in 2024, scene by scene →

2022 2 mentions in 1 episode

Fireside Chat - Azeem Azhar (Author, The Exponential Age) with Matt Turck (Partner, FirstMark) Mar 8, 2022 · 2 mentions · from 18:28
every mention in 2022, scene by scene →

2020 1 mention in 1 episode

Designing an AI Supercomputer // Michael James, Cerebras (FirstMark's Data Driven NYC) Feb 20, 2020 · 1 mention · from 18:23
every mention in 2020, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about TSMC, oldest first

Oct 2, 2025

What-if

Douglas: TSMC bottlenecked desired AI chip acquisitions in 2024

“Even if you, as much as you wanted chips last year, it would have been impossible to get them because TSMC was, you know, booked out and so forth.”

Sholto Douglas Oct 2, 2025 ▶ 2:34 Sonnet 4.5 & the AI Plateau Myth — Sholto Douglas (Anthropic)

Feb 5, 2026 negative

Assertion Supported

Patel: Huawei used shell companies to procure TSMC chips and Korean HBM

“Well, actually they were using shell companies to get chips from TSMC and using Different methods of like sneaking HBM, which is memory from, you know, Korea through Taiwan to China, right?”

Dylan Patel Feb 5, 2026 ▶ 37:32 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”

Feb 5, 2026 positive

Assertion Supported

Patel: TSMC is actively manufacturing chips in Arizona for Nvidia, Apple, and AMD

“TSMC is literally making chips for NVIDIA and Apple and AMD and others in Arizona today, right?”

Dylan Patel Feb 5, 2026 ▶ 43:15 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”

TSMC

Mentions by year

Everything said about TSMC, oldest first

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