Founders

Chip Wars Cast #7

- Government doesn't decide the winners. It can amplify at best, but even then not by much. You're better off ignoring them and focusing on the market. It's like skating to where the puck is going to be. Regulation will follow...eventually. Government intervention did nothing to bring back US to forefront of chip making over Japan. Market innovation by entrepreneurs at Micron and Intel were what brought US back.

- To reiterate, the world is tiny at the mountain top. Go where talent is accumulating.

- The MBA class are not optimists. MBA types replacing PHDs/builders in S.V. shows this. They value risk management taking importance over innovation and risk taking. Chang’s successor at TSMC wanted to reduce capacity during 2008 economic crises, Chang fired and took over because he saw the beginning of mobile era and the need to maintain dominance. Intel didn’t have this and their MBAs focused on maintaining margins vs taking the margin hit to build for Apple’s iPhone. Pivoted too late.

c/acc - 🏴‍☠️🌊 Bring me that Horizon 🍹
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Focus on market innovation, not government intervention. Follow talent, not regulations. MBAs prioritize risk management over innovation. Look to entrepreneurs for success