Broadcom: The $600 Billion AI Chip Giant

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  • Опубликовано: 3 апр 2024
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Комментарии • 296

  • @kingsolo5009
    @kingsolo5009 Месяц назад +23

    "A publicly traded private equity fund masquerading as a semiconductor company." That gave me the aha! moment.

    • @redstwok1123
      @redstwok1123 11 дней назад

      valued like the next NVDA when all it is a roll-up that will surely implode soon

  • @cogoid
    @cogoid Месяц назад +27

    6:01 Their blockbuster product was indeed a clock generator replacing multiple crystals, but not exactly in the way described. It was a programmable RF PLL frequency generator, which was able to generate several different user selectable pixel clocks for a videocard, while using a single crystal as a reference. Most of their products at the time were focused on video and audio generation for personal computers and professional video gear.

    • @huruhooroo
      @huruhooroo 7 дней назад

      I have to remember this. They make clock generators, with the user selectable pixel clocks for a video card, that work for video and audio generation.

  • @toyotagaz
    @toyotagaz Месяц назад +23

    7:26 I took that background photo 😮
    What a surprise

  • @jaymacpherson8167
    @jaymacpherson8167 Месяц назад +100

    Agilent’s layoffs in 2002-2003 were odd. I was one of those laid off, even though our group was making 50% profit year after year. But, alas, we were part of a division that was doing poorly. So everybody had to share in the pain “of being workforce managed.” Struck me as illogical given the success of the group I was in.

    • @CraigKing-bv7jx
      @CraigKing-bv7jx Месяц назад +8

      This video had me thinking along the same lines. Not a company I want to work for, if I'll likely be downsized. Unstable is an understatement.

    • @foobarf8766
      @foobarf8766 Месяц назад +4

      The Dotcom bubble was weird like that I was in assembly at the time, workforce halved but order volume wasn't

    • @hydrolifetech7911
      @hydrolifetech7911 Месяц назад

      ​@@foobarf8766I am not conspiracy theory minded but some of the happenings in the economic space over the years makes me wonder if the boom and bust cycles are manufactured to benefit some at the expense of others. Now let me remove my tinfoil hat and go watch more YT videos lol

  • @timeimp
    @timeimp Месяц назад +36

    Hearing about Seagate got their SSD business from LSI is an amazing things. This channel is like a "behind-the-scenes" curtain look at all the actual chips and systems LTT (and others) review and play with.
    Another excellent video Asianometry!

    • @TymexComputing
      @TymexComputing Месяц назад

      I hate broadcom for the last 20 years of making net drivers and failing SAN connectivity, that name for me is for Long a nogo, Great to know that Qualcomm shares the shares with broadcom.

  • @exponentmantissa5598
    @exponentmantissa5598 Месяц назад +48

    What got Agilent is the same thing that sunk Nortel. There was a major slowdown in telecom expenditures on equipment starting in early 2001. Everything got overbuilt and new technologies squeezed even more bandwidth from existing infrastructure (mostly fibre). So aglient starting pushing inventory into their distribution channels, this is called stuffing the channel.. At the time this could be recorded as revenue because the product had shipped even though it had not been paid for. So along comes the next quarter and Agilents distributors tell them their warehouses are full so Agilent slashes prices and offers credit deals to carriers with low or no interest. They clean out the channel (at a loss) and then push more inventory into it. Well eventually no one wants any more hardware period. Nortel was the first to blink and announce they were taking a one time charge which was due to dead inventory. Soon other players followed suit and that was the death of Nortel and drove others into either bankruptcy or right next to it. In the aftermath I can remember seeing cellular infrastructure for sale at about 10% of its original value.

    • @GGGGGGG.
      @GGGGGGG. Месяц назад +1

      😊o

    • @guestofearth
      @guestofearth Месяц назад

      wow. fascinating info. thanks for the share.

    • @huruhooroo
      @huruhooroo 7 дней назад

      This kind of events seem puzzling, but they are useful to make certain things etched in memory, which in the end made it worth investing, even at a loss (for me). And it's nice to have someone clearly recall what happened back then in 2001.

  • @RT-qd8yl
    @RT-qd8yl Месяц назад +33

    I hope you're doing well. When I heard about the earthquake I got worried.

  • @MrHav1k
    @MrHav1k Месяц назад +4

    This was so well done and contextualizes everything I've heard about Broadcomm into a 25 minute video. Well done!

  • @ok-tr1nw
    @ok-tr1nw Месяц назад +19

    Broadcom try to make functional non-android drivers challenge (IMPOSSIBLE)

  • @MayaUndefined
    @MayaUndefined Месяц назад +49

    it's also a hedge fund nowadays, too

    • @rightwingsafetysquad9872
      @rightwingsafetysquad9872 Месяц назад +19

      Not really. It's closer to private equity, which he said at the end of the video. But it doesn't fit that either because it's publicly traded.

    • @leavesofthreeletthembe792
      @leavesofthreeletthembe792 Месяц назад

      @@rightwingsafetysquad9872 Blackstone, KKR, Apollo

    • @rightwingsafetysquad9872
      @rightwingsafetysquad9872 Месяц назад

      @micro-organism-pv5gd None of those mentioned are hedge funds. BlackRock and Adobe aren't private equity either. Blackstone is itself not a private equity fund, it is a management company that sponsors private equity funds. You can invest in stock in Blackstone the management company; or if you're an accredited investor, you can invest in one of their funds. Kinda like how most landlords and HOAs hire a property management company.
      I guess it would be most accurate to call Broadcom a technology oriented leveraged mutual fund. The closest analog would be Berkshire Hathaway, which is technically an insurance company, but the only time it acts like an insurance company is when filing its taxes.

  • @williamhoodtn
    @williamhoodtn Месяц назад +25

    You seem to have missed the entire history of Broadcom Corporation, founded in 1991. Lot's of history here prior to the Avago and Tan Hock days.

    • @cezarywieczorkowski5642
      @cezarywieczorkowski5642 Месяц назад +10

      He should have put Avago in the title

    • @BearOve
      @BearOve Месяц назад +14

      The likely reason for this is that the history of Broadcom isn't really that relevant for the company named Broadcom today. They use the name, but that is basically it

    • @Arsenic71
      @Arsenic71 Месяц назад +6

      Very briefly mentioned at 18:01

    • @ryandick9649
      @ryandick9649 Месяц назад +1

      Avoids the whole Sex Dungeon saga, which is not really the focus of this channel.

    • @cezarywieczorkowski5642
      @cezarywieczorkowski5642 Месяц назад

      @@ryandick9649 Avoids what ?????

  • @gus473
    @gus473 Месяц назад +3

    Excellent conclusion and analysis, Jon!

  • @n00bnetrum
    @n00bnetrum Месяц назад +6

    There's one more step to the Braedcom cycle of buying a company and then slimming it down by selling parts. They also massively increase prices as seen with VMware recently

  • @skewsme7650
    @skewsme7650 Месяц назад +7

    24:42 Best meme quote yet from Asianometry 😂👍

  • @marcclarence2260
    @marcclarence2260 Месяц назад +10

    My lab has an Agilent Technologies LCMS and HPLC machine. I had no idea about there history or connection to HP. Grate video as alwayse and I hope your friends and family are safe after the earthquake!

    • @gus473
      @gus473 Месяц назад +2

      They're great products, we had a tough time competing with them in GC & HPLC. They didn't get much traction beyond those analytical techniques, however ¯⁠\⁠_⁠(⁠ツ⁠)⁠_⁠/⁠¯

    • @cogoid
      @cogoid Месяц назад +1

      @@gus473At one point they also bought Varian, one of the two leading Nuclear Magnetic Resonance spectroscopy equipment vendors. (The second one was Bruker.) And then they killed it, because NMR machines, expensive as they are, do not sell in very large numbers, unlike HPLC systems.

  • @MenkoDany
    @MenkoDany Месяц назад +43

    It's not that long ago, that VMWare could've acquired Broadcom and not the other way around...

    • @JohnVance
      @JohnVance Месяц назад +9

      Sad to see them choking the life out of it

    • @MenkoDany
      @MenkoDany Месяц назад +1

      Lol yeah he said it in the vid, 2014

    • @technokicksyourass
      @technokicksyourass Месяц назад +13

      VMWare was a very poorly run business with a great product. If it wasn't Hock wouldn't have bought it, and the value wouldn't have gone up so much when he did.

    • @MenkoDany
      @MenkoDany Месяц назад

      @@technokicksyourass @JohnVance I agree

  • @EduardoEscarez
    @EduardoEscarez Месяц назад +2

    Nice to see how some of your previous videos ended, with this video, in a small saga.

  • @entropywinseverything5535
    @entropywinseverything5535 Месяц назад +10

    Love your content and appreciate your hard work!!!!

  • @burtdanams4426
    @burtdanams4426 Месяц назад +2

    I'm so glad you've started about technology like filters and the science of waves and frequencies, etc. You are very correct that that stuff is unheralded and quite overlooked, as it is the lynchpin of the digital world today.

  • @ob1o675
    @ob1o675 Месяц назад

    Great work 👏. L really enjoyed this. You earned a sub.😊

  • @jaysmail
    @jaysmail Месяц назад

    I find myself talking about your videos to my friends. So great…. Thank you.

  • @AerialWaviator
    @AerialWaviator Месяц назад +6

    Observation: The odd company on the list of the top 12 companies displayed at 0:12 is Saudi Aramco (#4) with share price under $9, while the rest listed are all above $140. It's also a non-tech company in a tech dominated list.

    • @ayoCC
      @ayoCC Месяц назад

      Splitting shares a lot maybe, so that each existing share becomes multiples and it's easier to sell

    • @Parthoo
      @Parthoo Месяц назад

      The actual stock price is not an indicator of anything. It’s just market cap divided by shares. SA being $9 and others being more doesn’t tell you anything.

  • @rotors_taker_0h
    @rotors_taker_0h Месяц назад +14

    Always wondered how Google made its first chips so fast and successful. Never realized that Google's TPU was actually Broadcom, it makes so much sense now.

  • @AlittleRaunchyPositiveEnergyOn
    @AlittleRaunchyPositiveEnergyOn Месяц назад +151

    "some lame computational lithography company named Nvidia" 😆

    • @MrTweetyhack
      @MrTweetyhack Месяц назад +4

      that would be TSMC. Nvidia is a design house

    • @Arsenic71
      @Arsenic71 Месяц назад +14

      @@MrTweetyhackNot sure but he said computational lithography, not physical lithography. So nVidia designs and simulates the lithography process, TSMC physically produces the chips.

    • @rotors_taker_0h
      @rotors_taker_0h Месяц назад +6

      @@Arsenic71 yeah, it was joking reference to one of the previous videos

    • @AIGMateYT
      @AIGMateYT Месяц назад

      NVIDIA don't manufactur by Themselves.
      And Only One Lithography Company Exist and That is ASML.

  • @gregoryparisottoreichert6329
    @gregoryparisottoreichert6329 Месяц назад +3

    Best tech channel in the world! Keep posting awesome content!

  • @AdamS-nd5hi
    @AdamS-nd5hi Месяц назад +70

    All my homies hate Broadcom

    • @AgentOffice
      @AgentOffice Месяц назад +6

      Evil company

    • @AdamS-nd5hi
      @AdamS-nd5hi Месяц назад +1

      @@AgentOffice amen

    • @viktorbaresic4180
      @viktorbaresic4180 28 дней назад +1

      They are bad even for enterprise customers now, see what they do with vmware after they acquired it. I would rather have mediatek wifi modules than broadcom ones in phones.

    • @AdamS-nd5hi
      @AdamS-nd5hi 27 дней назад

      @@viktorbaresic4180 enterprise will be their only customers going forward and every year theyll tighten the noose a little more until theyve wringed every penny out of the husk

  • @Katchi_
    @Katchi_ Месяц назад +108

    It is mind numbing to see where HP is today. Used to work for them just after they peaked and starting that downward slide.

    • @gus473
      @gus473 Месяц назад +11

      Got to walk through the instrument R&D operation in Palo Alto "back in the day" and was suitably impressed.... 🤯✌️😎

    • @subliminalvibes
      @subliminalvibes Месяц назад +13

      I was there too. What good times!HP were a major client of mine at a retail advertising agency in Sydney. ...come to think of it though, so were Nokia and Dell!
      What good times we had. Seinfeld got cropped to widescreen, Minidisc was replaced with MP3s, TVs went plasma. Cameras were cameras and phones were phones.
      I'd do anything to go back.

    • @toobigtofit3584
      @toobigtofit3584 Месяц назад

      @@gus473 Still like using Keysight test instruments.

    • @d.jensen5153
      @d.jensen5153 Месяц назад +7

      I still remember my HP employee number - it was a numerical palindrome.

    • @Katchi_
      @Katchi_ Месяц назад +3

      @@gus473 I was frequently in Palo Alto. Roughly once a month. I was base in Ft Collins. I no longer deal with tests and measurements. Somewhere in all my HP gear is a brand new never been opened HP iPod, and an HP television. Probably a pile of used iPAQ's (we were making them data logging devices). I've worked with some really great engineers at different corporations over the years... but there was a difference around HP Palo Alto.

  • @James-wb1iq
    @James-wb1iq Месяц назад +4

    Sounds like the 90's all over again

  • @ming_fpv
    @ming_fpv Месяц назад

    Thanks for making this video! The story reminds me the ICS clock generator when I designed Intel 386/486 motherboards 20+ years ago!

  • @raygumm
    @raygumm Месяц назад +224

    Wake up babe, Asianometry just dropped a new video

    • @iulioh
      @iulioh Месяц назад +11

      With this posting schedule I'm not getting any sleep

    • @Sum_Tings_Wong
      @Sum_Tings_Wong Месяц назад +13

      You call your hand babe?

    • @raygumm
      @raygumm Месяц назад +4

      @@Sum_Tings_Wong takes one to know one, sugar-teats ;)

    • @subliminalvibes
      @subliminalvibes Месяц назад +5

      Babe, it's time you moved out of my apartment.

    • @raygumm
      @raygumm Месяц назад +4

      @@subliminalvibes i think I'll stay 😆

  • @FarEastAlpaca
    @FarEastAlpaca Месяц назад

    Love this episode! Thanks!

  • @sagetmaster4
    @sagetmaster4 Месяц назад

    Wow I had no idea that was the origin of Agilent, I've used quite a few of there instruments in my time...awesome mass specs

  • @N-Gill307
    @N-Gill307 Месяц назад

    8:33, I am from Romford, close to that dealership :d

  • @lambdaprog
    @lambdaprog Месяц назад +12

    In the time of gold rush, it's wise to sell shovels.

  • @esra_erimez
    @esra_erimez Месяц назад +132

    Broadcom is killing VMWare

    • @alexjenner1108
      @alexjenner1108 Месяц назад

      They appear to be planning to milk that cow until it dies. There are a lot of Broadcom/Brocade chips in enterprise servers, so maybe they make enough money from VMware or bare metal, so in the short term it doesn't matter which. In the long run there are other options.

    • @dindiaoriginals9204
      @dindiaoriginals9204 Месяц назад +19

      killed not killing

    • @ccctube5721
      @ccctube5721 Месяц назад +23

      They did the same to Symantec Endpoint Protection.
      This video doesn’t cover the way Broadcom acquires companies and then immediately smothers vital documentation and guidance which is critical to any software used in enterprise environments. It’s really heartbreaking and frustrating.

    • @qlum
      @qlum Месяц назад +15

      VMWare was already dying imo, Broadcom is just milking it.

    • @SonyJimable
      @SonyJimable Месяц назад

      Totally

  • @raylopez99
    @raylopez99 Месяц назад +24

    Is that a Sinc function in the Broadcom logo?

    • @jonahansen
      @jonahansen Месяц назад +5

      That's what it looks like to me.

    • @arthurswanson3285
      @arthurswanson3285 Месяц назад +8

      Looks like it, although truncated lol. Although I thought the Cisco logo was a Fourier Transform, turns out it's just the San Francisco bridge.

    • @debrainwasher
      @debrainwasher Месяц назад +3

      That's correct. The good ole sin(x)/x function with its nice lim x->0 = 1 value.🤩

  • @davinyoung1898
    @davinyoung1898 Месяц назад

    Can you please do a video on NXP? I recently started purchasing from them (and vendors) and I would love a breakdown on how they started

  • @edgymurphy570
    @edgymurphy570 Месяц назад +2

    I worked there from 2013 to 2016. Great company, they're legit.

  • @janvanhoyk8375
    @janvanhoyk8375 Месяц назад +19

    Hope you're okay after the earthquake

    • @Sum_Tings_Wong
      @Sum_Tings_Wong Месяц назад

      What earthquake?

    • @andytwgss
      @andytwgss Месяц назад

      @@Sum_Tings_WongTaiwan

    • @anushagr14
      @anushagr14 Месяц назад +1

      ​@@Sum_Tings_Wongthere was an earthquake in taiwan

    • @janvanhoyk8375
      @janvanhoyk8375 Месяц назад

      @@anushagr14 the channel is based in taipei (usually, i think)

  • @punditgi
    @punditgi Месяц назад +1

    Excellent video as always! 🎉😊

  • @naganuina
    @naganuina Месяц назад +5

    Avago is nothing but a hungry ghost. Look what it is doing to VMware.

  • @ebrombaugh
    @ebrombaugh Месяц назад +1

    I remember Broadcom from the days in the mid-1990s when the tiny company I worked for was doing communications ASIC design - we followed the IEEE papers published by BRCM exec Henry Samueli and his grad students at UCLA for cool digital comms techniques. I also remember the minor scandal when his partner exec Henry Nicholas was discovered to have a "sex dungeon" under his LA home and was eventually drummed out of the company for various reasons. It's been a long strange journey for that company.

  • @fArG0
    @fArG0 Месяц назад

    Good to hear you're ok Jon! I am referring to the latest earthquake in Taiwan obviously. Keep up the great job.

  • @coraltown1
    @coraltown1 Месяц назад +1

    I used to work for the 'Inside' company that now seems to be going to hell in a handbasket, while other well run visionary giants eat their lunch; all having had equal access to the same tech playing field, but some playing soooo much better.

  • @HeroDai2448
    @HeroDai2448 Месяц назад +1

    can you do a video about the company analog devices?

  • @dingolovethrob
    @dingolovethrob Месяц назад

    yet another fantastic analysis.

  • @henninghoefer
    @henninghoefer Месяц назад +1

    Every Raspberry Pi in the world is based on a Broadcom SoC... (except for the Pico which is only a microcontroller)

  • @phillinabeatrixdeguzman4909
    @phillinabeatrixdeguzman4909 Месяц назад +25

    I am here because my bf just said "Honey, a new Asianometry video just dropped"

    • @raygumm
      @raygumm Месяц назад +3

      He's a keeper.

    • @Sum_Tings_Wong
      @Sum_Tings_Wong Месяц назад

      Does the loser go by @raygumm? Because he is getting his sorry ass handed to himself.

    • @rapier5
      @rapier5 Месяц назад +4

      So you like it when he talks dirty.

    • @South_0f_Heaven_
      @South_0f_Heaven_ Месяц назад

      @@raygummmasculine presenting black female thou

  • @hyperbitcoinizationpod
    @hyperbitcoinizationpod Месяц назад +2

    Hock Tan is the man!

  • @AdityaMehendale
    @AdityaMehendale Месяц назад +11

    "Publicly traded private equity-fund masquerading as a semiconductor-company" sums it up nicely :) No mention of the Raspberry-Pi? (Agreed, that the revenues from the Pi are chump change for Broadcom, but don't underestimate the kudos-value (of being affiliated with the RPi) among the geeks that unknowing rule teh interwebs.

  • @MarkTimeMiles
    @MarkTimeMiles Месяц назад +1

    Excellent, thankyou.

  • @erfadhmohammed8887
    @erfadhmohammed8887 Месяц назад

    Great content! Thanks

  • @maxaters
    @maxaters Месяц назад

    Great video, thank you 👏👏👏

  • @user-lz9zy9di2n
    @user-lz9zy9di2n Месяц назад +3

    Closed source drivers for their chips. No thank you

  • @cameronbird118
    @cameronbird118 Месяц назад

    pls tell us what they do in the first 30 secs thanks

  • @michaelfriend3990
    @michaelfriend3990 Месяц назад +1

    Oh baby!!!!! Broadcom!

  • @user-ug6qf7nn3y
    @user-ug6qf7nn3y Месяц назад +2

    Hi, sorry for my poor English, but I like your videos very much and even learn some new words from they. Could you please make a video about Ten Major Construction Projects of the ROC and new Ten, I think it's very interesting subject.
    Thank you and greetings from Russian Far East!

  • @yangshizhe8747
    @yangshizhe8747 6 дней назад

    How did Broadcom win the TPU deal back in 2016? they for sure did not see this to be so huge right now, but i guess still some competition back in 2016

  • @stevebabiak6997
    @stevebabiak6997 Месяц назад +4

    6:26 - Signets is incorrect, that should have said Signetics

    • @cogoid
      @cogoid Месяц назад

      Indeed SG555 was a Signetics product. But also this product was not representative of the chips which ICS developed. They were making video frequency pixel clock generators, and other similar products, which took a single quartz crystal and allowed to the user to multiply it as needed to produce pixel rate required for a given screen resolution. Since video cards supported multiple resolutions, a variety of pixel clock frequencies were required. Using the programmable PLL solved this problem. One crystal was still needed, to serve as a stable reference.

    • @stevebabiak6997
      @stevebabiak6997 Месяц назад +1

      @@cogoid - yes, the venerable 555 can have its frequency adjusted, but IIRC it couldn’t operate at the frequencies that would be needed by a video clock, but even worse the frequency would not be as stable as a crystal.

    • @cogoid
      @cogoid Месяц назад

      @@stevebabiak6997 Yes. Video clock in the era was already getting into 100 MHz range, while the original 555 topped at some 100s of KHz.
      More importantly, for video applications, the frequency and phase must be very stable, otherwise deviations produce image distortions that are immediately visible. ICS chips offered such stability. I do not think one could do it with an RC based oscillator even if the speed itself were not an issue.

  • @PeteC62
    @PeteC62 Месяц назад

    Interesting factlet: Sophie Wilson, who designed the instruction set architecture of the ARM, has worked for Broadcom for many years. If they _had_ acquired Qualcomm, it would have been something of a "coming home" for her. But of course not as much as if they had acquired Arm!

  • @steved8053
    @steved8053 Месяц назад

    I would know Harvard yard if you dropped me there...'Heard of it."

  • @desmond-hawkins
    @desmond-hawkins Месяц назад +2

    I don't really follow the use of the term "franchise" by Hock Tan, which is even illustrated in this video with a photo of a McDonald's restaurant. How are these franchises? They sound more like divisions of the business than franchises. Who would be the franchisees here?

    • @PeteC62
      @PeteC62 Месяц назад +2

      I was thinking exactly the same thing. My comment was going to be: "Franchises. Tan keeps using that word. I do not think it means what he thinks it means."

    • @carterthaxton
      @carterthaxton Месяц назад

      Seems like he’s using it more like “brands”. When I think franchise, I think of the business model, not the consumer’s impression.

    • @paul_boddie
      @paul_boddie 29 дней назад

      @@carterthaxton Yes, I think he is using it like movie "franchises", as in the Spiderman or Batman or other random comic book "franchise". A brand or theme to be milked endlessly until the punters tire of it, VMware customers take note.

  • @peterpayne2219
    @peterpayne2219 Месяц назад

    Great video!

  • @besantbhakta4015
    @besantbhakta4015 Месяц назад

    Thanks

  • @BraceletGrolf
    @BraceletGrolf Месяц назад

    It's telling that VMWare isn't even mentionned here, they are just that big !

  •  Месяц назад +1

    You shouldn't use market cap to conpare company sizes. Use enterprise value instead.
    Market cap only takes stock into account. You also want to take bonds into account.
    If tomorrow Apple shifted their capital structure from equity to bomds, nothing about their business wpuld change. But market cap would change, while enterprise value would stay the same.

  • @sebastianwolfmayr
    @sebastianwolfmayr Месяц назад +1

    5:20 I think most of us have never seen your face

  • @Larsosborne
    @Larsosborne Месяц назад +1

    1:54 yes Coloradoan is a word
    - in Colorado

  • @LiveWireBT
    @LiveWireBT Месяц назад

    Probably a funny anecdote: 20 years ago I had a coworker being obsessed with investing in the stock market. He asked me: You are a computer guy, what's the next big thing you can imagine? I said WiFi. (WiFi was still in the third generation and basically worse than the common 100 MBit or GBit Ethernet.) In my new laptop and computer and home there is this chip from a company called Broadcom, that's my best guess. I felt a bit bad giving that advice and learning a few years after that Linux at the time basically hated these WiFi chips. And the ARM processors. But then the company got richer and richer and went on a shopping marathon of accumulating other companies.
    I would have loved to see his reaction over the last 20 years, first realizing my terrible judgement, then the incredible luck of picking some company name where plenty of others failed.

  • @robertbrown3413
    @robertbrown3413 Месяц назад

    The focus on 'solutions' looks neat and tidy to senior managers, but holds back technology. Interesting components that enable progress is not there. That includes the iPhone which is just another mobile phone.

  • @AerialWaviator
    @AerialWaviator Месяц назад +1

    The companies for AI chips are a fascinating odd-bunch of ASIC focused solution providers.
    Broadcom with TPUs (Tensor), NVIDIA with a GPU (Graphics) history. AMD with VPU (Video). Sony (aka Sony Semiconductor Solutions Corporation) also has announced AI processors based on its ASIC image sensor technology, and has Microsoft partnership. Samsung announced its ASIC AI chips and a Meta partnership. Broadcom established an early Google partnership. Tesla relied on TSMC to manufacture its Dojo D1 chip, but is not selling the chips.
    The list of competitors in the ASIC AI space-race is rapidly accelerating! (I likely overlooked many others)
    It will be interesting to see what architectural standards and nomenclature will emerge to handle LLM's and ML to build on top of a silicon foundation.

  • @newwavex8665
    @newwavex8665 Месяц назад +1

    i think my rpi has a chip that has the words, "Broadcom" on it

  • @FoxMedik
    @FoxMedik Месяц назад

    strapped in LETS GO

  • @ChristianStout
    @ChristianStout Месяц назад +1

    1:48 Yes, "Coloradoan" is the word. Anyone telling you it's "Coloradan" is lying to you.

  • @knoxduder
    @knoxduder Месяц назад +1

    Great content man! I’m super proud and grateful of your beautiful blend of nerd, history, and media presentation skills!

  • @cedriclynch
    @cedriclynch Месяц назад

    Broadcom is onto a "nice little earner" where I hope someone will think of competing with it: a light-emitting diode with the lens moulded so that you can plug a fibre-optic lead into it that costs about a hundred times the price of a normal light-emitting diode.

  • @mazimadu
    @mazimadu Месяц назад +1

    Broardcom? An ai company?
    Like everyone is an ai company!
    Soon Nintendo!

  • @eclecticcaduceator
    @eclecticcaduceator Месяц назад

    Thanks 🙏🏿

  • @truenorth3010
    @truenorth3010 Месяц назад

    Do you play EVE Online? :) I've never heard the term "potato quality" referring to graphics quality aywhere else than in EVE... :D :)

  • @mailman2097
    @mailman2097 Месяц назад

    well done 👏

  • @Funktastico
    @Funktastico Месяц назад

    Unclear if ICS/IDT actually merge with Avago in 2005 ? Or simply, Tan left ICS/IDT for Avago.

  • @tsclly2377
    @tsclly2377 Месяц назад

    At 19:25.. the house you show was a Levittown (PA) post war (WW2) type house called the 'NewYorktown" .. and the real big problem is the investor dividend payout.. as were there is none, and a big glitch in the advance or ability of consumption, then they (those stocks of non-paying dividends) collapse like a giant ponzi scheme and the question of rightful success and payment of taxes also comes into question. Broadcom fits into this category of negligent Fascism (as they have curried governmental favoritism).

  • @philipnasadowski1060
    @philipnasadowski1060 Месяц назад

    3:35 🤣

  • @Bob-ke9in
    @Bob-ke9in Месяц назад +1

    Listening to your excellent commentary makes me realize how unqualified I am to analyze these companies as investment opportunities. They can rocket to the moon and then fall to the depths of the ocean and I would have no idea why they did either. But thanks as always for your excellent analysis.

  • @nikolairau
    @nikolairau Месяц назад

    Great work thank you. I'm waiting for a drop in stock price for 2 years. 😢

  • @davidgavin5740
    @davidgavin5740 Месяц назад +1

    apology accepted for the poor quality of the "potato" around the 9:10 mark.

  • @rustymustard7798
    @rustymustard7798 Месяц назад

    "What's with Steve's face?"
    He's enjoying the smell of his own farts.

  • @KangJangkrik
    @KangJangkrik Месяц назад

    "Nobody noticed me"
    Well- you always not on camera

  • @aidronesoftware9806
    @aidronesoftware9806 Месяц назад

    is ur background in IB or PE?

  • @watchmanling
    @watchmanling Месяц назад +1

    Could you talk about lam research

  • @andrewdunbar828
    @andrewdunbar828 Месяц назад

    They was rebuffed! I bets they doesn't liked that.

  • @jasonj3818
    @jasonj3818 Месяц назад

    Can u do Asian history next

  • @roanbrand7358
    @roanbrand7358 Месяц назад +1

    Broadcom pls make a fkn RUclips or Netflix video play nicely in a browser on the raspberry Pi

  • @Kenneth_James
    @Kenneth_James Месяц назад

    Kerfuffle lol

  • @infinitytrading9640
    @infinitytrading9640 Месяц назад

    Great vid thnx

  • @pablopeu
    @pablopeu Месяц назад +1

    Who remembers Qualcomm Eudora?

    • @5412dingo
      @5412dingo Месяц назад

      Yes, the e-mail client.

  • @AgentOffice
    @AgentOffice Месяц назад

    What happened to silicon clocks we still use crystals

    • @nicholasvinen
      @nicholasvinen Месяц назад +1

      I think silicon clocks can perform better but they are generally more expensive. So they're usually used in higher end gear.

  • @musdef15
    @musdef15 Месяц назад

    IPhone is not where it began. The beginning of super smart phones was Nokia, using Symbian. Way before iPhone.

  • @rwang5688
    @rwang5688 Месяц назад +1

    Hok Tan - He is definitely a threat to US national security 😅

  • @aqiluii
    @aqiluii Месяц назад

    My chinese tablets from early 2010s using Broadcom CPU. Never found broadcom cpu anymore in device except rpi