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Published · transcript-backed

Ben Gilbert: prediction

7 Sept 2021 Acquired TSMC

“Here’s how the value chain looks today. I think in the 80s, it already started to look like 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

…You’re going to raise me. I’m going to raise you one more sidebar, so listeners, we’re two clicks out here. This is a pretty good point to talk about how the value chain went from one company that created transistors and then they designed the chip, manufactured the chip, and marketed the chip. Here’s how the value chain looks today. I think in the 80s, it already started to look like this. First, there’s EDA (Electronic Design Automation). This is the software that professional chip designers use to do their work. So Synopsys, I think Cadence is another big one. Yeah, Cadence. They’re the two leaders. That’s Excel or Figma for chip designers. That’s what they use.…

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