Ben Gilbert: uncertainty

Transcript context

…Ridiculous tailwind. A ridiculous tailwind where as the industry reorganized away from the vertical integration of the Intel world, you could build a trillion-dollar value foundry. The scale of the numbers are so staggering. I keep thinking about the fact that they can spend $20 billion to build a building, and the stuff that they spit out is so valuable that that $20 billion was a profitable investment in a matter of, I don’t know how many years. If it’s 3, 5, 7, whatever the payback period is, they know for sure that it’s a worthwhile investment to do that. The whole thing comes down to, oh my god, silicon has become really valuable. Integrated circuits are the fabric of our world today. Ah well, Ben, what an amazing experience. So glad we did this. Went to Taiwan, got to see this in person, got to spend this special time with Dr. Chang. What a great way to start the year. Should do carve outs?…

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