Episode Appearances
Lex Fridman Podcast · Mar 23, 2026
#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution
“Offered Jensen the TSMC CEO role in 2013; described as one of highest-regarded executives and personal friend.”
Extreme Co-Design in AI SystemsCUDA Platform Strategy and Install BaseAI Factory Architecture and Rack-Scale Design
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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
“TSMC founder and former CEO; returned during 2008 financial crisis to drive smartphone-era growth strategy”
TSMC Capacity Constraints and AI InfrastructureSemiconductor Foundry Pricing StrategyIntel 14A Process Technology and Credibility
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Acquired · Dec 15, 2025
10 Years of Acquired (with Michael Lewis)
“TSMC founder; taught lesson about staying focused on best business; autobiography translated for research”
Podcast Production and Editorial ProcessLong-Form Audio Content StrategyFounder Partnership Dynamics
View AnalysisAcquired · Jan 27, 2025
TSMC Founder Morris Chang
“TSMC founder and former CEO; 93-year-old semiconductor industry pioneer who built world's dominant foundry”
Pure-play foundry business modelLearning curve pricing strategyMoore's Law and process node development
View AnalysisAcquired · Jan 21, 2025
TSMC (Remastered)
“TSMC founder and CEO; born 1931 in China, fled wars, studied at Harvard and MIT, pioneered pure-play foundry model”
Semiconductor manufacturing and foundry business modelsCompetitive moats and process power in capital-intensive industriesHorizontal vs. vertical integration in technology value chains
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