TSMCTSM

“I don't know who's manufacturing for you, but, you know, TSMC's heart, so to speak. we were able to have a very close connection with TSMC from from the startup company and um we're you know a direct TSMC customer which is very rare these days. TSMC is the best founder in the world. They're the ones scaling capacity uh like crazy.”

Described as having a close working relationship with the company, being a direct customer (rare in the industry), an investor through their Venture Tech Alliance fund, and praised as scaling capacity well.

“What about when you think about something like TSMC and you write about it and you say, well, maybe, you know, we talk about the political vulnerabilities where it's located, you know, in what, China. The pressure that it could possibly be TSMC so crucial to all of the semiconductors that are made in this world.”

TSMC is discussed in the context of semiconductor manufacturing vulnerabilities and geopolitical risks, presented analytically without emotional valence.

“we look at what the semiconductor companies told us. I mean, TSMC just reported pretty good report, good comments on guidance.”

Reported good results with positive guidance comments, indicating solid company performance.