Ben Gilbert: belief

Transcript context

…Very fun. Also to Tim Culpan, a former Bloomberg journalist, who now has a Substack called Culpium, also gave us some great topics to chat about. Lastly, as always, to Arvind Navaratnam at Worldly Partners. He did a great, great write-up on TSMC that he’ll be posting publicly right before we post this episode so you all can see it. It was great last minute prep for me after reading the memoir to get someone else’s take on what makes this company so special. Actually, some of the stats that we threw out in our playbook came straight out of his writeup. If you want a more analytical view of how did TSMC become TSMC, he’s got a great study on that that we’ll link to in the show notes. If you like this episode, go check out other semiconductor episodes. NVIDIA, we’ve got four of them at this point. One of them is an interview with Jensen, and then we’ve got the whole history of the company across three different episodes. We did a great live episode several years ago on Qualcomm, which I think is a sleeper pick. That’s right. Total sleeper pick. Amazing story. Irwin Jacobs, one of the greatest entrepreneurs in American history.…

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