I have always taken both Taiwanese and TSMC culture to be fairly reserved. So if you see language like "podcasting bro" slipping out, it really means something like "fcking bullsht con artist".
Taiwanese culture has also never understood software which is why they are stuck in the lower margin business of hardware.
AMD and NVidia are important now because someone else struck gold on their property. Within 5 years they won't be because both are fucking up monumentally for different reasons: AMD for being AMD [0] and NVidia for expecting 10x markup to continue indefinitely.
People hate success but LLM swarms are the next wave of improving output and they consume compute on par with training for inference.
