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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
So Taiwan Simi.
If we don't get a bubble, we need to throw a party for them because they will have single handedly prevented a bubble.
You are starting to see companies go to Intel and Samsung.
the history of markets is I don't know who, but one of Intel and Samsung, they're not going to stay disciplined.
They will break, and then at some level, that will force everyone else to break.
I think a lot of this may come down to the degree to which Taiwan Simi can maintain a lead over Intel and Samsung.
And you gotta remember it's whatever it is.
It's nine, twelve, fifteen months.
The leading node edge, you mean?
Exactly.
the pace at which they expand capacity.
If I were to watch one thing to understand where there's a bubble, it's Taiwan Simi's capacity decisions.
And I think there's a Goldilocks zone.
Where they expand enough, they make it hard for Intel or Samsung to really truly emerge as like a at-scale second source with something well north of 30% market share.
And yet they also keep this fundamental constraint on wafers that helps us avoid a bubble.
And then obviously, I think the Terrafab.
Is going to play into this too.
Say more about that.
It's a SpaceX.
I believe Tesla's involved as well.
Showing 1041–1060 of 1,686 · page 53 of 85
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