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Published · transcript-backed

Ben Gilbert: prediction

7 Sept 2021 Acquired TSMC

“David, I think I’ve heard even Ford has paused the production of F150s because of this.”

— Ben Gilbert

Source trail

Everything needed to verify it.

Speaker
Ben Gilbert
Attribution
Verified speaker
Claim type
prediction
Recorded
7 Sept 2021
Publisher
Acquired
Episode
TSMC

Transcript context

…Indeed. Listeners, it finally felt like the right time to do this episode amidst this global chip shortage that we’ve got going on. David, I think I’ve heard even Ford has paused the production of F150s because of this. It is like a massive impact on the world. I think we’ve had TSMC on the agenda to do for 2½ years now in our little Google Doc. Totally. I feel like we haven’t called in a mini-series, but let’s call it a mini-series on semiconductors in silicon.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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