Bloomberg Technology Trump's TSMC Investment, Hulu Oscar Glitches
Mar 3, 2025
Mitchell Green, Founder and managing partner of Lead Edge Capital, shares his insights on the tech landscape and ByteDance's valuation. The discussion dives into President Trump's ambitious $100 billion investment in TSMC and the implications of upcoming tariffs on the tech sector. They also touch on Hulu's major technical glitches during the Oscars, contrasting the reliability of streaming services with traditional broadcasts. This lively chat highlights market fluctuations and the competitive dynamics in the evolving AI space.
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TSMC's Strategic Investment
- TSMC's $100 billion U.S. chip investment aligns with Trump's vision for U.S. dominance in AI.
- TSMC's strong customer base, including NVIDIA, ensures high demand for its AI chips.
Tech Sector Uncertainty
- Tech sector faces uncertainty due to potential export bans and AI spending concerns.
- Trump's chip sector policies and AI cost outlook require clarification for market stability.
Tariff Impact on Tech
- Trump's tariffs will significantly impact the North American economy, including the tech sector.
- Tariffs on tech and chip imports from Canada and Mexico could exceed $50 billion.