Evidence receipt / uncertainty
Published · transcript-backedDavid Rosenthal: uncertainty
7 Sept 2021 Acquired TSMC
“Other than that, I don’t know that there is a stronger moat that any company has in the entire world than TSMC.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- uncertainty
- Recorded
- 7 Sept 2021
- Publisher
- Acquired
- Episode
- TSMC
Transcript context
…But they didn’t, and Morris did. The thing that’s really just beating me over the head in this episode—we’ve probably beaten all of you over the head with, or at least I have—is there’s the geopolitical risk with being in Taiwan. Other than that, I don’t know that there is a stronger moat that any company has in the entire world than TSMC. Compare it to all the FAANG companies and Microsoft, those are very, very strong moats. We’ve seen all of those. There are new companies, they’ve emerged. Microsoft fell and then now it came back with a new strategy. Facebook’s not that old and Google’s not that old. TSMC is impenetrable. Their business model and the costs required to compete are such that they have...…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.