Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
31 published records
01 / belief
“I think we can safely say, at this point, it surpasses Intel. Gosh, that’s a big statement to say.”
02 / uncertainty
“Other than that, I don’t know that there is a stronger moat that any company has in the entire world than TSMC.”
03 / belief
“I think that’s part of the Biden administration’s most recent bill to try and bring some semiconductor manufacturing here.”
04 / belief
“I think other than Saudi Aramco, it is the only company in the top 10 that we haven’t done on Acquired.”
05 / belief
“I think TSMC is the only company that’s going to be able to keep up with the leading edge.”
06 / belief
“I think the Apple rep on that was Jeff Williams, the classic Tim Cook’s Tim Cook.”
07 / belief
“I think other than Pixar, this is the first time we’ve really, although we weren’t doing 7 Powers during.”
08 / belief
“I believe 100% with TSMC. Well, maybe they have other foundries too, but the vast majority of their business, Jensen talks about this, it took him actually a little while to get on Morris’s radar.”
09 / belief
“I think even to this day, there is not a shipping Intel chip that was manufactured by Intel using EUV.”
10 / uncertainty
“I don’t know where or how, I couldn’t find that out, but he was weighing these two opportunities.”
11 / belief
“Bob Swan, who was the former CEO, started to prepare to outsource manufacturing of Intel design chips to TSMC. I think even like two years ago, this was the plan.”
12 / uncertainty
“I actually don’t know. I would suspect they’re higher, but I don’t know. There was counter-positioning here.”
13 / belief
“Sometimes we talk about branding. I think we’re talking about none of those this time.”
14 / belief
“All iPhones were huge winners, but the 6 was a mega, mega winner. I think that was all TSMC.”
15 / belief
“I think the only thing that will unseat TSMC is a complete paradigm shift, something like what mobile did to desktop.”
16 / belief
“I think he doesn’t say this directly, but he’s got a great quote I’m going to say in a minute.”
17 / belief
“I’m going to say, I think I’m with you, top 10 not top 5 yet, but maybe we need to revisit this.”
18 / belief
“I think so. It’s globalization as a whole. In the best interest of everyone to continue to share resources, to continue to entangle everything until somebody decides that it’s not and then we have a big problem.”
19 / belief
“Before we get into playbook and just hit some things that I think we missed during the narrative or at least didn’t find enough point on in the narrative, I have a what would have happened otherwise that I want to hit.”
20 / belief
“We sometimes talk about scale economies, which we’re going to definitely talk about here. But I think we’re going to have our first process power if I’m going to forecast, but let’s start.”
21 / uncertainty
“I don’t know, it feels like in the last year, the risk of it actually happening has ratcheted it up quite a bit.”
22 / prediction
“Here’s how the value chain looks today. I think in the 80s, it already started to look like this.”
23 / evaluation
“I found some evidence on this. It’s unclear to me how much of this is Morris’s fault versus his successor, but while Morris was definitely responsible for making TI semiconductor a powerhouse, at some point towards either at the end of his tenure running it or under his successor, they totally dropped the ball, and this is when Silicon Valley in California takes over.”
24 / prediction
“Again, to peg us in history here, we’re still (I think) 10 years before the founding of Intel.”
25 / evaluation
“Which means that of every 100 chips that they churn out of the plant, 90% of them fail and only 10% of them work.”
26 / evaluation
“Here’s Morris’s quote on this, “Mark Sheppard, then Chairman and CEO of TI, agreed with the prevailing wisdom at the time that a good manager could manage anything. In this case, I think he was wrong.”
27 / recommendation
“As soon as the plan is online, you want to be running at max capacity so that you can, learn as fast as possible, get yields up to the profitable levels, and then you want to still be running at max capacity as long as possible because you already spent the fixed cost to make the plant.”
28 / prediction
“It was Apple basically saying, we think a lot of people are going to buy a lot of iPhones in the future, and we are competing head-to-head with Samsung because they’re a company that is not clear on strategy.”
29 / evaluation
“We should say, 2009 was an interesting tipping point because if you’ll remember back to the 2007 introduction to the iPhone, Steve Jobs has a slide where he says their hope, their goal is to get 1% of the existing smartphone market.”
30 / evaluation
“It’s almost like they didn’t realize the benefit of the potential operating leverage that they had because they were just passing their exact economics on to their customers and saying, you basically have to pay us for us to do all these fixed costs, and then you’ll get all the benefits of how cheap it is to stamp it off the press every time.”
31 / prediction
“David, I think I’ve heard even Ford has paused the production of F150s because of this.”