Transcript: I wonder if we're ready for a more efficient market and I wonder if that means redetermining what the market looks like in some way to, um, I don't know exactly what I'm trying to say here. And I think probably realistically, the issue is so complex that it's hard to encapsulate in such a tiny thought, um, is probably the reality, but my, my main point being here is I wonder if it makes sense to actually specialize to a higher degree in some way and having lots of smaller, more focused, um, kind of companies, you know, maxing out at like maybe 500 people or something. And part of this is just talking with Chandler and, you know, him being like, well, we have nothing to do. Like I could do my job in an hour. And I think that shows that the rate of technology growth has been fantastic. And it also means that, well, we don't want to, like, basically we want people to have jobs, but we also don't want them doing nothing like we want to utilize their time effectively. And I think by utilizing time effectively, you have happier people. Um, and you also can work less in some ways. Like I don't think every company needs to be peddled to the metal. I think there will be companies that do that and probably they are important. And, um, in the markets that they compete in, it may be necessary to do so. For example, like TSMC, however, yeah, like I, I basically just wanted to wonder what is, what is a strategy for, um, disruption of, of large companies? Like I, in, in some ways, like again, using TSMC as an example, well, maybe not everything needs to be done in house. Um, and maybe that capex can actually be, um, more concentrated in some way. Like one company who does massive capital expenditures in a very sophisticated place. Um, I guess Illumina is probably maybe one example of this, but they are quite huge. Um, I don't know. It, it, I'm just curious and I want to look at the market through this lens a bit and see if what I'm saying even makes any sense at all, because it's quite possible that it absolutely is just garbage thinking.
The speaker finds inspiration in Morris Chang's late-in-life success with TSMC, which serves as a reminder that it's never too late to start something significant. Despite not being the youngest in the tech industry, the speaker has a passion for the field and is committed to understanding and advancing technology. They recognize the challenge and potential of centralizing data, and though they have hesitated to build social environments due to fear of failure, they acknowledge the importance of trying. The speaker is considering reaching out for help and wants to distill their mission into a clear and concise invitation for others to join in their efforts.
You want to summarize the semiconductor market analysis for a general audience, possibly for people like Alex or Chandler. You plan to share your own perspective and possibly create a fun and engaging presentation. You are considering talking it out and then editing it together to keep it focused and not overly complex, but still engaging. Despite thinking it might be doing too much, you are enthusiastic about sharing your love for semiconductors.
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