Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

Equity Bottom-Up

<ul><li>Investment firms are using Ten East to diversify their personal portfolios.</li><li>Business Breakdowns is a podcast series that explores the history, business models, and competitive advantages of different businesses.</li><li>Todd Austin, CIO of Parnassus Investments, discusses Intel's fall from its iconic status and the factors that contributed to it.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Investment firms are using Ten East to diversify their personal portfolios.Business Breakdowns is a podcast series that explores the history, business models, and competitive advantages of different businesses.Todd Austin, CIO of Parnassus Investments, discusses Intel's fall from its iconic status and the factors that contributed to it.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Intel: Cyclical Recovery or Secular Demise? - [Business Breakdowns, EP.149]

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>Paul Karazuba is the vice president of marketing at Expedera, an NPU IP startup in Silicon Valley.</li><li>NPU, or neural processing unit, is a key topic of discussion in the podcast, with its unique ability to process at a much lower wattage compared to CPU and GPU cores.</li><li>The necessity for dedicated NPU cores in running AI workloads, to allow CPU and GPU cores to focus on other tasks, is highlighted by both Paul and Austin.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Paul Karazuba is the vice president of marketing at Expedera, an NPU IP startup in Silicon Valley.NPU, or neural processing unit, is a key topic of discussion in the podcast, with its unique ability to process at a much lower wattage compared to CPU and GPU cores.The necessity for dedicated NPU cores in running AI workloads, to allow CPU and GPU cores to focus on other tasks, is highlighted by both Paul and Austin.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul><li>I had the opportunity to talk about the CHIPS Act’s progress with two people at the program office.</li><li>I really think this is a great step in the right direction, and we talk about some of the misconceptions of the CHIPS program, and more.</li><li>Today will be a pretty special interview podcast, and I have Dan Kim and Hassan Khan from the CHIPS program.</li></ul>

I had the opportunity to talk about the CHIPS Act’s progress with two people at the program office.I really think this is a great step in the right direction, and we talk about some of the misconceptions of the CHIPS program, and more.Today will be a pretty special interview podcast, and I have Dan Kim and Hassan Khan from the CHIPS program.

An Interview with Dan Kim and Hassan Khan of the CHIPS Program Office

Debt Capital Markets

<ul><li>Nvidia emerges as a strong challenger in the semiconductor industry, while intel remains the dominant player</li><li>Intel makes significant strides in its foundry business, showcasing a clear focus on advanced nodes like 18A and 14A</li><li>Intel positions itself as a serious player in the foundry market, attracting key customers like Microsoft and building a strong ecosystem around its offerings</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nvidia emerges as a strong challenger in the semiconductor industry, while intel remains the dominant playerIntel makes significant strides in its foundry business, showcasing a clear focus on advanced nodes like 18A and 14AIntel positions itself as a serious player in the foundry market, attracting key customers like Microsoft and building a strong ecosystem around its offeringsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King

<ul><li>Intel is hosting an IFs day event next week dedicated to their foundry services</li><li>Historical data suggests that companies should exit the foundry business if revenue falls below a certain threshold</li><li>TSMC, Intel, and Samsung are the only companies currently competing in the foundry space, with TSMC leading the pack in revenue generation</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Intel is hosting an IFs day event next week dedicated to their foundry servicesHistorical data suggests that companies should exit the foundry business if revenue falls below a certain thresholdTSMC, Intel, and Samsung are the only companies currently competing in the foundry space, with TSMC leading the pack in revenue generationThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 55: Intel IFS Economics and Last Fabs Standing

United States

Intel Corporation designs, manufactures, and sells computer components and related products.  The Company's major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Intel Corp (INTC US)

Intel: Cyclical Recovery or Secular Demise? - [Business Breakdowns, EP.149]

In this episode of Business Breakdowns, Todd Austin from Parnassus Investments discusses the decline of Intel, including its loss of market share...

Business Breakdowns

Episode 70!!! NPUs!!!!!!!!

In this podcast, Paul Karazuba discusses the importance of NPUs in chip design for efficient processing of AI workloads in battery-powered devices.

The Circuit

An Interview with Dan Kim and Hassan Khan of the CHIPS Program Office

How the CHIPS Program office plans to divert the future of Semiconductors back to America. I had the opportunity to talk about the CHIPS Act’s...

Fabricated Knowledge

IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King

Intel positions itself as a serious player in the foundry market, attracting key customers like Microsoft and building a strong ecosystem around...

The Circuit

Episode 55: Intel IFS Economics and Last Fabs Standing

TSMC, Intel, and Samsung are the only companies currently competing in the foundry space, with TSMC leading the pack in revenue generation

The Circuit

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)