Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
27 Jan 2025 Acquired TSMC Founder Morris Chang
“I think he was within 12 months of when he thought it would happen, but it is crazy that, especially in his venir, you’re reading the story about the early customers.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 27 Jan 2025
- Publisher
- Acquired
- Episode
- TSMC Founder Morris Chang
Transcript context
…To build up literal fabs. To be there when the fabless revolution happened. I think he was within 12 months of when he thought it would happen, but it is crazy that, especially in his venir, you’re reading the story about the early customers. Year five, year six, year seven, the majority of the business is still not fabless. It’s someone else’s worst orders. Which that actually gets to the heart of learning curve pricing that we spoke about with Morris.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.