Ben Gilbert: belief

Transcript context

…You said you didn't have any plans tonight. We were sitting down with Morris Chang and he was talking about TSMC. He told us that one of the ways that they aired was trying to exit the integrated circuit market or diversify from that market and go into solar memories, and there was one other thing too. None of those were as good of a business. The key insight was you are already in the best business. Integrated circuits are the future and will be for a long time, and you're already the best at them, so stop trying to do other things and just do that really well. Probably to a fault and with a bias, we believe that about Acquired every time we look at anything else. We are doing the thing we should be doing. Don't go do something that we're less good at or going to be less fun.…

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