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Cedric Chin: What Operators can Teach Investors, the Study of Expertise, Knowledge Shields, and More (Podcast #10)

Liberty's Highlights

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The Evolution of the Pricing Curve Model for Semiconductors

The founder of TSMC came up with the pricing curve model for semiconductors, right? It was at Texas Instruments. But then later when you got kicked out of Texas Instruments and he was forced to start TSMC, he couldn't use the same strategy because everybody else had understood it. The way that he could get to scale and have advantages from scale economies was completely different. So they may not work as well.

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