The Minutes of Gavin Baker on broadcom https://minutesof.com/gavin-baker/on/broadcom/ Everything Gavin Baker has said on broadcom: 2 verbatim quotes between December 2025 and July 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:44 +0000 Baker explains Hock Tan's model is opposite of Dell's: find drained profit pools with no competition, enter, a https://minutesof.com/q/03ba6639-ea2d-4d76-bef9-4e3489cef21a/ https://minutesof.com/q/03ba6639-ea2d-4d76-bef9-4e3489cef21a/ “Hock's model has always been to find a profit pool that has been drained and there's no competition left, enter that and jack prices up.” — Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 broadcom Baker explains Google pays Broadcom 50-55% gross margins for back-end TPU design and Taiwan Semi management. https://minutesof.com/q/440b0421-1fbc-48cd-a05c-365e7fe737ee/ https://minutesof.com/q/440b0421-1fbc-48cd-a05c-365e7fe737ee/ “I think part of that is, so Google, let's say the TPU, so there's front end and back end of semiconductor design, and then there's dealing with Taiwan Semi.” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 broadcom