https://minutesof.com/on/broadcom/ Everyone on the record about broadcom: 4 verbatim quotes from 3 people, December 2024 to August 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:32:49 +0000 https://minutesof.com/q/52d4bc1c-210d-47af-8873-0c715227d9b4/ https://minutesof.com/q/52d4bc1c-210d-47af-8873-0c715227d9b4/ “Origination here was a very strong quarter, 74,000,000,000. Just to give you some perspective, that does not include Broadcom, the largest origination in our sector ever, or a number of others.” — Marc Rowan, i101 Tue, 04 Aug 2026 22:00:07 +0000 broadcom 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.” — Gavin Baker, Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 broadcom 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.” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 broadcom https://minutesof.com/q/20d14c4c-c77e-4ede-a3ec-2619103dc76e/ https://minutesof.com/q/20d14c4c-c77e-4ede-a3ec-2619103dc76e/ “Google did something very similar in 2018, right, with the TPU. Now they couldn't do it alone. Right? They know the software.” — Dylan Patel, BG2 Pod Mon, 23 Dec 2024 20:12:56 +0000 broadcom