Semiconductors
Taiwan Semiconductor Manufacturing Company. World's largest contract chip manufacturer. Produces chips for Apple, NVIDIA, AMD, and others.
Discussed Dec 15, 2025 – Oct 24, 2026 across 27 shows.
AI:AM Highlights: Clean Neurons, Black October, the GPU Credit Crunch, and Buying the Supply Chain
The Cognitive Revolution · Oct 24, 2026
Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO
Latent Space: The AI Engineer Podcast · Oct 22, 2026
What will computer chips look like in 2045?
Dwarkesh Podcast · Oct 22, 2026
How Toto Wolff built the most valuable team in F1
Cheeky Pint · Oct 20, 2026
Programmers vs Dream's Fake Manhunts
The Standup with ThePrimeagen · Oct 19, 2026
Invest Like the Best with Patrick O'Shaughnessy
3 episodes
CoreWeave Is Imploding — And Taking AI Stocks Down With It
Prof G Markets · Oct 15, 2026