The Minutes of Gavin Baker on manufacturing https://minutesof.com/gavin-baker/on/manufacturing/ Everything Gavin Baker has said on manufacturing: 4 verbatim quotes between January 2022 and July 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:21:43 +0000 Baker explains semiconductor manufacturing advantage comes from recipe not ingredients, despite using same equ https://minutesof.com/q/beb61269-79c8-4d1c-ae86-3383a0f6c446/ https://minutesof.com/q/beb61269-79c8-4d1c-ae86-3383a0f6c446/ “And semi's and semiconductor manufacturing, you have a big advantage if you were ahead. Everybody it's like baking. Everybody uses the same ingredients or whatever.” — Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 manufacturing Baker predicts Musk will build Taiwan town, Japan town, and Koreatown near TerraFab to recruit top engineers. https://minutesof.com/q/6ff4dc31-9a0f-497c-bc1a-932bcf9436ba/ https://minutesof.com/q/6ff4dc31-9a0f-497c-bc1a-932bcf9436ba/ “And then we'll have Japan town, same thing. We're going to have Koreatown. We're going to have all these things exactly dialed to recruit the best engineers.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 manufacturing Baker identifies Intel, Samsung, and Taiwan Semi as the only companies capable of making leading edge logic ch https://minutesof.com/q/f2124894-8f15-4b0f-ab80-cce3e13fe248/ https://minutesof.com/q/f2124894-8f15-4b0f-ab80-cce3e13fe248/ “Today, Intel, Samsung, Taiwan, Semi, they the only companies in the world that can make leading edge logic.” — Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 manufacturing Baker identifies extreme consolidation in semiconductors with only three companies making leading edge logic. https://minutesof.com/q/1dcd069e-780c-4bdc-92b9-40ee0756f281/ https://minutesof.com/q/1dcd069e-780c-4bdc-92b9-40ee0756f281/ “Today, Intel, Samsung, Taiwan, Semi, they the only companies in the world that can make leading edge logic. There's only three companies that can make leading edge DRAM, maybe four for NAND.” — Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 manufacturing