Broadcom

“Even right now, five to 10 most valuable companies in the world are hardware companies. Apple, Nvidia, Broadcom, Tesla, TSMC.”

“Avago, as an example, is growing almost 40%, right, Avago Broadcom, and it's trading at a cheaper multiple of gap earnings.”

“Ken built the operating system that helped scale SpaceX from hundreds of people to thousands of people and did the same thing at Broadcom in like the eighties.”

“When I was at Broadcom, I joined them and there were a thousand people, four hundred million in revenue. And the goal was to scale. And we, in the 11 years I was there, grew to 10,000 employees and 8.6 billion in revenue, did 52 mergers and acquisitions.”

“So, so Gwen was to Elon what Henry was to Nick at Broadcon. Like, Nick was the aggressive, make it happen, drive people to the very last ounce of juice they had, and Henry was pick up the mess that gets created, help people figure out really what they're tryin…”

“The biggest lessons is each size you are as you grow requires a different behavior from the company. When you're 10 people, It's a network of us just talking to each other. I need very little processor systems. It's smart people just doing the right thing. You…”

“Playbook is get it defined, get it working consistently and reliably in such a way that you can now replicate it, and then go out and replicate it multiple times, and then every time look for ways to improve what you're doing. Make that improvement, and then m…”

“When I was at Broadcom, I joined them and there were a thousand people, four hundred million in revenue. And the goal was to scale. And we, in the 11 years I was there, grew to 10,000 employees and 8.6 billion in revenue, did 52 mergers and acquisitions.”