The Playbook Theorem - Never Make Strategic Decisions Based on Pricing

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Never make strategic decisions based on economics. Ove never been bet against the internet. I need to add a new section of the acquired web all riga. Next on play book is another one on intel fading. So it takes a very long time to become irrelevant. Despite intel's sort of stock price being, i think, t s m cs, like two and a half x intel stock price,. As a matter of fact, a s m l is larger than intel by marking cap.

It's time. We dive into the unbelievable history behind the quietest technology giant of them all — and as of recording the world's 9th (!) most valuable company — the Taiwan Semiconductor Manufacturing Company. This story checks every box in the Acquired pantheon of greatness: China, America, MIT, Don Valentine, Silicon Valley, "real men" looking silly, and... moats literally built by lasers. We're not kidding. Pull up a seat and settle in for a great one!

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Episode Sources: https://docs.google.com/document/d/1rQMgQDY5c3Fs5DsjB4cZHVZGdhN4kK-6HapO_r7pjyQ/edit?usp=sharing

Carve Outs:

Ted Lasso (Season 1): https://tv.apple.com/us/show/ted-lasso/umc.cmc.vtoh0mn0xn7t3c643xqonfzy
Greek: https://www.imdb.com/title/tt0976014/
Who is Michael Ovitz?: https://www.amazon.com/dp/B07B2HS77M/

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