Evidence receipt / evaluation
Published · transcript-backedJon Y: evaluation
2 Oct 2024 Dwarkesh Podcast @Asianometry & Dylan Patel — How the semiconductor industry actually works
“It's because it's very compartmentalized. Back in the 2000s, before SMIC got big, it was actually much more open and more flat.”
— Jon Y
Source trail
Everything needed to verify it.
- Speaker
- Jon Y
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 2 Oct 2024
- Publisher
- Dwarkesh Podcast
Transcript context
…If you could hire these people, it would probably be worth a lot to you because you're building a fab that's worth tens of billions of dollars. This talent knows a lot. How often do they get poached? Do they get poached by foreign adversaries or do they just get poached by other companies within the same industry but in the same country? Why doesn't that drive up their wages? It's because it's very compartmentalized. Back in the 2000s, before SMIC got big, it was actually much more open and more flat. After that, after Liang Mong Song and after all the Samsung issues and after SMIC's rise, you literally saw— You should tell that story, actually, about the TSMC guy that went to Samsung and SMIC and all that. I think you should tell that story.…
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