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Jan 6, 2026

Google: TPU & Broadcom Relationship

Former Chip Engineer at Google
Partner Interview
GoogleUSMega CapBroadcomMarvell TechnologyMicrosoftOpenAIAnthropicAmazonNVIDIAAdvanced Micro DevicesNetwork EffectsSwitching CostsScale EconomiesProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesInformation TechnologyConsumer Discretionary
Jan 4, 2026

Amazon AWS and Anthropic: History of SageMaker & Bedrock AI

Former Generative AI Director at Amazon Web Services
Partner Interview
AmazonUSMega CapMicrosoftGoogleNVIDIAAdvanced Micro DevicesOpenAIAnthropicBroadcomMarvell TechnologyTSMCScale EconomiesNetwork EffectsSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication Services
Nov 25, 2025

TSMC: Management Incentives, Yield, & Customer Relationships

Former Director at TSMC
Partner Interview
TSMCTWMega CapIntelNVIDIAAdvanced Micro DevicesAmazonBroadcomMarvell TechnologyMicrosoftGoogleSwitching CostsProcess PowerScale EconomiesNetwork EffectsMission Critical Products & ServicesVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication Services

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