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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\\u2014silicon. 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 \\u201cWintel\\u201d duopoly of Intel and Microsoft.

Sponsors:
Vanta: https://bit.ly/acquiredvanta
Crusoe: https://bit.ly/acquiredcrusoe
Modern Treasury: https://bit.ly/acquiredmoderntreasury

Topics Covered Include:

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• Innovation and disruption in the semiconductor industry over the past two years
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• \\xa0Intel\\u2019s acquisition of Nervana
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• \\n\\xa0Graphcore and other ML-focused semiconductor startups
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• \\nCDMA and the telephone network effect
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• \\n\\xa0Qualcomm\\u2019s early cell phone handsets\\xa0
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• Vertical integration + commoditization in smartphone chipsets\\xa0
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The Carve Out:

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• Ben: The de-watering of Niagara Falls\\n
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• David: Big Daddy\\u2019s Antiques\\n
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• Bonus: The Mystery Show\\n
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