This is the end of the beginning.
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In TSMC's case, 4 to 5x!
1
When Hungry, Eat; When Tired, Sleep
AI’s awkward relationship with domain expertise is evolving
2
Be Flexible Within Circle of Competence
2
"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.
2
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
1
Naspers's investment in Tencent yielded a more than 8000% return