Results for "TSMC"

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7 results

Episodes

  • Tech Brew Ride Home
    Intelligent report

    Claude Opus 4.7

    Tech Brew Ride Home· Apr 16, 2026

    Today's Tech Brew Ride covers Anthropic's new Claude Opus 4.7, TSMC's earnings boost from AI demand, X's launch of Cash Tags, and Google's potential $100 billion stake in SpaceX's IPO.

    anthropic
  • Tech Brew Ride Home
    Intelligent report

    Small And Open Source Still Has A Horse In This Race

    Tech Brew Ride Home· Jun 4, 2026

    Google's Gemma 4 runs locally on 16GB devices, TSMC warns chip supply will lag demand for years, Ramp hits $44B valuation, and Anthropic says Claude now writes 80%+ of its code.

    anthropicmultimodal
  • Tech Brew Ride Home
    Intelligent report

    Interviewing For A Job At Anthropic? DON’T Use AI.

    Tech Brew Ride Home· Jun 1, 2026

    Nvidia unveils ARM-based RTX Spark chips and a trillion-parameter desktop supercomputer, Minimax launches a coding model at 1/40th Anthropic's price, and Anthropic bans AI in its own hiring process.

    anthropic
  • Acquired
    StandardSummaries only

    TSMC Founder Morris Chang

    Acquired· Ben Gilbert· Jan 27, 2025

    We flew to Taiwan to interview TSMC Founder Morris Chang in a rare English interview. In fact, the last long-form video interview we could find was 17 years ago at the Computer History Museum… conducted by the one-and-on

    investing
  • Acquired
    StandardSummaries only

    TSMC (Remastered)

    Acquired· Ben Gilbert· Jan 21, 2025

    We dive into the unbelievable and unlikely history behind the quietest technology giant of them all: the Taiwan Semiconductor Manufacturing Company. Founded in 1987 by the then-56 year old Morris Chang, already a legend

    investing
  • Invest Like the Best with Patrick O'Shaughnessy
    StandardSummaries only

    Gavin Baker - Watts and Wafers

    Invest Like the Best with Patrick O'Shaughnessy· May 20, 2026

    My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate th

    aiinvesting
  • Lex Fridman Podcast
    StandardSummaries only

    #459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

    Lex Fridman Podcast· Feb 3, 2025

    the following is a conversation with Dylan Patel and Nathan Lambert Dylan runs semi analysis A well respected research and Analysis company that specializes in semiconductors gpus CPUs and AI Hardware in general Nathan i

    openaisocietyculture