Filtered by speaker:Rene Haas×
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3 results for “hardware investing” by Rene Haas
Topic4 mentions across episodes
hardware
Concept2 mentions across episodes
hardware
The leading edge companies, Apple, Nvidia, AMD, they all build a TSMC. TSMC gets better at what they're building. An Intel, a Samsung, they don't get the opportunities. It just compounds. And that flywheel, once it compounds and it compounds and it c
12:46 / 13:49
from transcript12:46 – 13:49
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