Broadcom, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Broadcom comes up

loading…

▶ 5:52 Michael Hurlston I mean, I think if you, you know, you obviously know the industry super well, when you talk to companies like NVIDIA and Broadcom, they manufacture most of their products at TSMC.
▶ 21:30 Michael Hurlston And then as I got in my career, I spent a lot of years at a company called Broadcom, which 3 times in the scene

▶ 0:12 Molly O'Shea You were at Broadcom. 3 times in the scene
▶ 2:08 Molly O'Shea So both Broadcom and SpaceX are having a bit of a moment right now. 4 times in the scene
▶ 3:49 Molly O'Shea How did you make the decision to go to Broadcom to SpaceX? 4 times in the scene
▶ 7:56 Ken Venner So, so Gwen was to Elon what Henry was to Nick at Broadcon.
▶ 10:03 Ken Venner I, having left Broadcom, I didn't have to work anymore.
▶ 12:31 Ken Venner Something like SpaceX and Broadcom, AI didn't exist, and so it just took longer, and it was harder to build the systems and the documentation.

▶ 0:35 Molly O'Shea You were at Broadcom, then you were at SpaceX, then you've done a couple of space companies since then.
▶ 25:42 Jordan Black But Ken built the operating system that helped scale, uh, SpaceX from hundreds of people to thousands of people and did the same thing at Broadcom in like the eighties.
▶ 39:44 Molly O'Shea You were at Broadcom. 3 times in the scene
▶ 41:41 Molly O'Shea So both Broadcom and SpaceX are having a bit of a moment right now. 6 times in the scene
▶ 47:28 Ken Venner So, so Gwen was to Elon what Henry was to Nick at Broadcom.
▶ 49:36 Ken Venner I, having left Broadcom, I didn't have to work anymore.
▶ 52:03 Ken Venner Something like SpaceX and Broadcom, AI didn't exist, and so it just took longer, and it was harder to build the systems and the documentation.

▶ 23:25 Israel "Izzy" Slotowicz I think Broadcom just now, just this past week, lost like 10% in one day on a single earnings call or a single article that Anthropic is building some sort of software, right?

▶ 12:17 Thomas Laffont Avago, as an example, is growing almost 40%, right, Avago Broadcom, and it's trading at a cheaper multiple of gap earnings.

▶ 20:54 Navin Chaddha So if you look at NVIDIA for four and a half trillion dollars, then you have a company which most people don't know about called Broadcom, which makes all the networking chip and other chips along with AMD. 2 times in the scene

Turn any episode into a week of clips.