Nathan Lambert

You know, there's more failure points, right? You know, you could have one little process related to like some sort of like chemical etch or some sort of like plasma etch or, you know, some little process that screws up. You didn't engineer it right. And now the whole company falls apart. You can't make chips. Right.

You know, there's more failure points, right? You know, you could have one little process related to like some sort of like chemical etch or some sort of like plasma etch or, you know, some little process that screws up. You didn't engineer it right. And now the whole company falls apart. You can't make chips. Right.

You know, there's more failure points, right? You know, you could have one little process related to like some sort of like chemical etch or some sort of like plasma etch or, you know, some little process that screws up. You didn't engineer it right. And now the whole company falls apart. You can't make chips. Right.

And so super, super powerful companies like Intel, they had like the weathering storm to like, hey, they still exist today, even though they really screwed up their manufacturing process. Right. Right. and focusing on specific workloads rather than all of these different things. And so you get more diversity of chips.

And so super, super powerful companies like Intel, they had like the weathering storm to like, hey, they still exist today, even though they really screwed up their manufacturing process. Right. Right. and focusing on specific workloads rather than all of these different things. And so you get more diversity of chips.

And so super, super powerful companies like Intel, they had like the weathering storm to like, hey, they still exist today, even though they really screwed up their manufacturing process. Right. Right. and focusing on specific workloads rather than all of these different things. And so you get more diversity of chips.

You have more companies than ever designing chips, but you have fewer companies than ever manufacturing them, right? And this is where TSMC comes in is they've just been the best, right? They are so good at it, right? They're customer focused. They make it easy for you to fabricate your chips. They take all of that complexity and like kind of try and abstract a lot of it away from you.

You have more companies than ever designing chips, but you have fewer companies than ever manufacturing them, right? And this is where TSMC comes in is they've just been the best, right? They are so good at it, right? They're customer focused. They make it easy for you to fabricate your chips. They take all of that complexity and like kind of try and abstract a lot of it away from you.

You have more companies than ever designing chips, but you have fewer companies than ever manufacturing them, right? And this is where TSMC comes in is they've just been the best, right? They are so good at it, right? They're customer focused. They make it easy for you to fabricate your chips. They take all of that complexity and like kind of try and abstract a lot of it away from you.

They make good money. They don't make insane money, but they make good money. And they're able to aggregate all this demand and continue to build the next fab, the next fab, the next fab.

They make good money. They don't make insane money, but they make good money. And they're able to aggregate all this demand and continue to build the next fab, the next fab, the next fab.

They make good money. They don't make insane money, but they make good money. And they're able to aggregate all this demand and continue to build the next fab, the next fab, the next fab.

Yeah, so there's aspects of it that I would say yes and aspects that I'd say no, right? TSMC is way ahead because former executive Morris Chang of Texas Instruments wasn't promoted to CEO. And he's like, screw this, I'm going to go make my own chip company, right? And he went to Taiwan and made TSMC, right? And there's a whole lot more story there.

Yeah, so there's aspects of it that I would say yes and aspects that I'd say no, right? TSMC is way ahead because former executive Morris Chang of Texas Instruments wasn't promoted to CEO. And he's like, screw this, I'm going to go make my own chip company, right? And he went to Taiwan and made TSMC, right? And there's a whole lot more story there.

Yeah, so there's aspects of it that I would say yes and aspects that I'd say no, right? TSMC is way ahead because former executive Morris Chang of Texas Instruments wasn't promoted to CEO. And he's like, screw this, I'm going to go make my own chip company, right? And he went to Taiwan and made TSMC, right? And there's a whole lot more story there.

So it could have been Texas Instruments, could have been TSMC, but Texas Instruments. semiconductor manufacturing, right? Instead of, you know, Texas instruments, right? But, you know, so there is that whole story there.

So it could have been Texas Instruments, could have been TSMC, but Texas Instruments. semiconductor manufacturing, right? Instead of, you know, Texas instruments, right? But, you know, so there is that whole story there.

So it could have been Texas Instruments, could have been TSMC, but Texas Instruments. semiconductor manufacturing, right? Instead of, you know, Texas instruments, right? But, you know, so there is that whole story there.

Just the brilliance of Morris Chang, you know, which I wouldn't underplay, but there's also like a different level of like how this works, right? So in Taiwan... you know, like the number, top percent of graduates, of students that go to the best school, which is NTU, the top percent of those all go work to TSMC, right? And guess what their pay is?

Just the brilliance of Morris Chang, you know, which I wouldn't underplay, but there's also like a different level of like how this works, right? So in Taiwan... you know, like the number, top percent of graduates, of students that go to the best school, which is NTU, the top percent of those all go work to TSMC, right? And guess what their pay is?