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In TSMC's case, 4 to 5x!
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Be Flexible Within Circle of Competence
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When there are enough incentives to be reasonable, reasonableness tends to prevail, even between the increasingly adversarial governments of two superpowers.
"Samsung Electronics is a strong competitor of TSMC...because the advantages of South Korea in wafer manufacturing and Taiwan are similar."

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NewCommunity
"TSMC's business model is that semiconductor companies are our customers, our friends."
This is the end of the beginning.
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AI’s awkward relationship with domain expertise is evolving
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A common thread of unity in ways that no one could foresee and no AI model could predict.
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Most are coming from India.
"All-in" attitude is mental laziness
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When Hungry, Eat; When Tired, Sleep
Open source algorithm is good for humanity and good for business.
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Interconnected

On the intersections of tech, investing, geopolitics, and US-Asia relations
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Interconnected

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