Episode 48: Qualcomm - Broadcom

Nov 20, 2017 · 58 min

Recall Sets —enrichment items —recommended —

Listen — make it stick

0:00 / 58:20

Show notes

Ben & David cover the proposed largest tech M&A deal of all time, and in the process dive into the evolving dynamics of the industry that started everything in Silicon…

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Ben & David cover the proposed largest tech M&A deal of all time, and in the process dive into the evolving dynamics of the industry that started everything in Silicon Valley—silicon. Just when VCs thought innovation was dead in semiconductors, a new wave of startups and large companies are redrawing the lines of competition in an industry dominated for a half-century by the “Wintel” duopoly of Intel and Microsoft.

Sponsors:

Legora: https://bit.ly/acquiredlegora
Vanta: https://bit.ly/acquiredvanta
ServiceNow: https://bit.ly/acquiredservicenow26
Statsig: https://bit.ly/acquiredstatsig26

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Topics Covered Include:

Innovation and disruption in the semiconductor industry over the past two years
Intel’s acquisition of Nervana
Graphcore and other ML-focused semiconductor startups
CDMA and the telephone network effect
Qualcomm’s early cell phone handsets
Vertical integration + commoditization in smartphone chipsets

The Carve Out:

Enrich — the context around it

Enrichment