Limits of TSMC's business model

The Information’s Qianer Liu talks with TITV Host Akash Pasricha about TSMC’s record $56 billion CapEx and why the company remains the world's only viable advanced chipmaker. We also talk with Stephanie Palazzolo about the drama at Thinking Machines Lab as co-founders return to OpenAI, and D.A. Davidson’s Gil Luria about why Mark Zuckerberg is "incinerating" billions on Meta’s Reality Labs and frontier models. Lastly, we get into ByteDance's $330 billion valuation with Anita Ramaswamy and ServiceNow's "AI native" hiring strategy with Rocket Drew.

Articles discussed on this episode: 

https://www.theinformation.com/briefings/muratis-thinking-machines-lab-removes-cto

https://www.theinformation.com/articles/bytedances-stock-rise-tiktok-deal-closes

https://www.theinformation.com/articles/thinking-machines-personnel-shake-servicenow-still-hiring-young-engineers-part-thanks-ai

https://www.theinformation.com/briefings/tsmc-announces-record-capital-spending-56-billion-ease-capacity-shortage

https://www.theinformation.com/briefings/muratis-thinking-machines-lab-removes-cto

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