Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
7 Sept 2021 Acquired TSMC
“I think the only thing that will unseat TSMC is a complete paradigm shift, something like what mobile did to desktop.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 7 Sept 2021
- Publisher
- Acquired
- Episode
- TSMC
Transcript context
…All of their IP, all of their people, all of their know-how, all of their relationships with ASML and the like, no amount of money can replicate it. I think the only thing that will unseat TSMC is a complete paradigm shift, something like what mobile did to desktop. If there’s something where the compute required in the future is unable to be provided by anything that TSMC is good at today. If all the crazy laser, molten tin ASML stuff we were talking about, if all of a sudden there’s discovered a new either different or way cheaper way of quantum computing to do this, then that could reset the playing field.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.