9min chapter

Acquired cover image

Stratechery (with Ben Thompson)

Acquired

CHAPTER

Navigating Semiconductor Challenges and Business Evolution

This chapter examines TSMC's strategic complexities amid geopolitical tensions and competition in the semiconductor industry while reflecting on Amazon's transition towards profitability and lessons learned. It contrasts the long-term approach of AWS with traditional tech companies, highlighting the impact of cultural dynamics on talent retention and corporate evolution.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode