The Minutes of Gavin Baker on tsmc https://minutesof.com/gavin-baker/on/tsmc/ Everything Gavin Baker has said on TSMC: 1 verbatim quote between November 2019 and July 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:42 +0000 Baker reveals Jensen Huang has never had a contract with TSMC, operating entirely on handshakes and fairness. https://minutesof.com/q/03feb2b9-154d-43f6-9510-d695fcd49d03/ https://minutesof.com/q/03feb2b9-154d-43f6-9510-d695fcd49d03/ “I do think it's wild that Jensen has never had a contract with Taiwan Semi. They do business on what seems fair in handshakes.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 tsmc