Episode Mentions
Irregular Warfare Podcast · Feb 20, 2026
Preserving the American Edge: Revitalizing the Defense Industrial Base
“Historical defense innovator; developed Paveway precision-guided munitions during Cold War”
Defense Industrial Base MobilizationU.S.-China Military Production Capacity CompetitionMilitary Acquisition Reform and Requirements Generation
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Sharp Tech with Ben Thompson · Jan 23, 2026
(Preview) A Call to Action for TSMC’s AI Customers, Wall Street’s Netflix Anxiety, Q&A on Tech’s Cignetti, OpenAI, Starbucks
“Legacy foundry option discussed as inferior alternative to TSMC for capacity guarantees”
TSMC Capacity Constraints and AI InfrastructureSemiconductor Foundry Pricing StrategyIntel 14A Process Technology and Credibility
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StarTalk Radio · Oct 7, 2025
Things You Thought You Knew – Quantum Cat
“Referenced as manufacturer of the first scientific calculator (TI-35), marking a milestone in computational technology history”
Black Hole Physics and SpaghettificationTidal Forces and Gravitational GradientsQuantum Mechanics Fundamentals
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Acquired · Jan 27, 2025
TSMC Founder Morris Chang
“Morris Chang's former employer where he learned learning curve theory and semiconductor manufacturing strategy”
Pure-play foundry business modelLearning curve pricing strategyMoore's Law and process node development
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