85 min listen
Episode 48: Qualcomm - Broadcom
FromAcquired
ratings:
Length:
56 minutes
Released:
Nov 20, 2017
Format:
Podcast episode
Description
Join the Acquired Limited Partner program! https://kimberlite.fm/acquired/ (works best on mobile) Ben & David cover the proposed largest tech M&A deal of all time, and in the process dive into the evolving dynamics of the industry that started everything in Silicon Valley—silicon. Just when VCs thought innovation was dead in semiconductors, a new wave of startups and large companies are redrawing the lines of competition in an industry dominated for a half-century by the “Wintel” duopoly of Intel and Microsoft. Topics Covered Include: Innovation and disruption in the semiconductor industry over the past two years Intel’s acquisition of Nervana Graphcore and other ML-focused semiconductor startups CDMA and the telephone network effect Qualcomm’s early cell phone handsets Vertical integration + commoditization in smartphone chipsets The Carve Out: Ben: The de-watering of Niagara Falls David: Big Daddy’s Antiques Bonus: The Mystery Show Sponsor: Thanks to Perkins Coie, Counsel to Great Companies, for sponsoring this podcast. You can get in touch with Nick Ferrer, who you heard at the beginning of this podcast, here.
Released:
Nov 20, 2017
Format:
Podcast episode
Titles in the series (100)
Episode 21: Inside the M&A Press with Bloomberg's Alex Sherman: Ben and David go inside the M&A press with Bloomberg’s technology M&A reporter and host of the Deal of the Week Podcast, Alex Sherman. If you’ve ever wondered how stories about big deals get broken or what “according to people familiar with the matt by Acquired