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Brody Ford

๐Ÿ‘ค Speaker
22 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

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Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Right.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

If you're sitting in California or Seattle, which is where a lot of experienced cloud infrastructure people sit and you hear, let's move to Nashville.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Maybe you love country music and you're stoked.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

But in a lot of cases that we're hearing, they say, well, you know, there's not a whole lot of industry out there.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

What if I move out there and I get laid off?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

So this is one of these tales of the tech industry wanting to become more distributed across the U.S., lower cost of living, lower taxes.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

But your talented workforce is still clustering in these West Coast hubs.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Yeah, I mean, they're excited, right?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

You hear one of the most important tech companies wants to bring 8,000 workers and develop a new campus.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

That's great news for local economic development.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Just the question will be, how long does it take to attract all of these people?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

What does it look like?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

And does it bring these network effects?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

I mean, the campus is on track.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

They are developing it.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

It's just a question of hiring at this point.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Well, that's what's so interesting about the HQ designation, right?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

I mean, Larry Ellison spends most of his time in Hawaii or Florida.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Old CEO Safra Katz did as well.

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