Broadcom, every mention
20 scenes (2026) · ← back to Broadcom
tap a year for its mentions
every year 2026 anyone Molly O'Shea 21Ken Venner 6Michael Hurlston 4Tony Kim 2Navin Chaddha 2Thomas Laffont 1Philip Clark 1Jordan Black 1Jaimin Rangwalla 1Israel "Izzy" Slotowicz 1
Verbatim, from the transcripts: the passages where Broadcom comes up
Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea
- ▶ 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
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
SpaceX's Former CIO: "Never Worked Harder in My Life" · Sourcery with Molly O'Shea
- ▶ 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.
Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck · Sourcery with Molly O'Shea
- ▶ 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.
SpaceX Hit $2 Trillion. Now Everyone Wants a Jet · Sourcery with Molly O'Shea
- ▶ 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?
Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- ▶ 49:43 Jaimin Rangwalla Broadcom does as well.
Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7 · Sourcery with Molly O'Shea
- ▶ 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.