Results for "TSMC"

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11 results

Episodes

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 Claude Opus 4.7 Claude Mythos Preview TSMC CCY
anthropic
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.
Google Gemma 4 12B TSMC CC Wei Anthropic
anthropicmultimodal
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.
Nvidia RTX Spark DGX Station for Windows GB300 Grace Blackwell Ultra ARM
anthropic
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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
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
StandardSummaries only
TSMC
Acquired· Ben Gilbert· Sep 7, 2021
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
StandardSummaries only
Qualcomm
Acquired· Ben Gilbert· Nov 15, 2022
Qualcomm, or “Quality Communications” — despite being one of the largest technology companies in the world, few people know the absolutely amazing technological and business history behind it. Seriously, this story is on…
investing
StandardSummaries only
The Playbook: Lessons from 200+ Company Stories
Acquired· Ben Gilbert· Jun 20, 2022
When Patrick O'Shaughnessy and Brent Beshore asked us to give a talk at their incredible Capital Camp conference, we knew we had to bring something special. So we spent months combing through the Acquired back catalog an…
investing
StandardSummaries only
Complexity Investing & Semiconductors (with NZS Capital)
Acquired· Ben Gilbert· Nov 3, 2021
Of our 65+ sources for the TSMC episode, one stood above the rest: a wonderful Knowledge Project episode with Brinton Johns and Jon Bathgate of NZS Capital laying out the state of the semiconductor market. When coinciden…
investing
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
StandardSummaries only
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Lex Fridman Podcast· Feb 3, 2025
Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the au…
openaisocietyculture