Gavin Baker
speaker
1,686 appearances
2 recordings
1 series
first heard May 2026
last heard 4 Aug
Gavin Baker’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
Capitalism is hard at work on watts.
On wafers though, it's just this group.
Of flenty older humans in Taiwan, who are the most important humans in Taiwan, whatever they are, the overwhelming fraction of the country's GDP, water usage, electricity usage.
They talk about the silicon shield.
They all view themselves as inheritors of Morris Chang's sacred legacy.
Yeah, I vividly remember like visiting science park.
More than twenty years ago.
And talking to them, do you think you could catch Intel?
And they said, This is such a beautiful dream, but it's a dream for our grandchildren.
Did it partly because of Intel's self-inflicted wounds, they think very differently.
One reason Jinsen flies over there so much is he wants them to expand capacity.
I do think it's wild that Jinsen has never had a contract with Taiwan Simi.
They do business on what seems fair in handshakes.
Just fascinating.
No contract.
It's going to be fair over time.
We're partners, we're going to be fair to each other.
The truth is,
Based on every prior market precedent for a foundational new technology like AI, you've always had a bubble.
Carlotta Perez wrote this great book about this.
Showing 981–1000 of 1,686 · page 50 of 85
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