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.
Elon Musk — "In 36 months, the cheapest place to put AI will be space”
Dwarkesh Podcast · Feb 5, 2026
10 Years of Acquired (with Michael Lewis)
Acquired · Dec 15, 2025
Invest Like the Best with Patrick O'Shaughnessy
3 episodes