Speaker unverified: belief

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…Jon have another trivia question for us. That can be the point, that fabless chip companies are kind of best and smallest in the world. I think one thing that’s so cool about TSMC is if you just look at all the value they created, like Nvidia is half a trillion [01:32:14] company. Then add up their next few biggest customers like Qualcomm, Broadcom, and AMD, that’s another half trillion. I was trying to think of their aggregate value creation. Apple is obviously the biggest customer, so I think in an Acquired episode about the top 10 acquisitions of all time, you guys assigned a value to P. A. Semi and how much of Apple’s differentiation is driven by semiconductors. If you guys know off the top of your head, that would be my guess for Apple’s contribution to the TSMC value creation for the world, if that fraction all makes sense. That was the most handwavy part of that whole analysis. I feel we ascribed half of Apple to NeXT, and then 10% to P.A. Semi or something arbitrary.…

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