This is the end of the beginning.
In TSMC's case, 4 to 5x!
When Hungry, Eat; When Tired, Sleep
AI’s awkward relationship with domain expertise is evolving
Be Flexible Within Circle of Competence
"TSMC's business model is that semiconductor companies are our customers, our friends."
"Samsung Electronics is a strong competitor of TSMC...because the advantages of South Korea in wafer manufacturing and Taiwan are similar."
Most are coming from India.
A common thread of unity in ways that no one could foresee and no AI model could predict.
When there are enough incentives to be reasonable, reasonableness tends to prevail, even between the increasingly adversarial governments of two…
"All-in" attitude is mental laziness
Naspers's investment in Tencent yielded a more than 8000% return