🎧 Podcast
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Free
Beginner
Why we picked it A long conversation with the founder of TSMC, one of the most consequential companies most people have never studied. It is a good listen for the founder eyeing an unfamiliar industry because it shows how deep domain judgment gets built over years of listening to customers and competitors, not from a quick read of a market. Treat it as a starting point on how insiders actually think, then go find your own version of those conversations.
TSMC Founder Morris Chang (Acquired)
On Acquired by Ben Gilbert and David Rosenthal ~1 hr 30 min
- Real domain understanding comes from getting close to customers and the details of how the industry actually makes money, not from a surface summary.
- Chang entered semiconductor manufacturing with a contrarian read (the foundry model) that most insiders dismissed, a reminder that outsiders can spot what incumbents take for granted.
- Timing and a specific, unglamorous problem beat a broad thesis: the best entry point is often one narrow gap you understand better than anyone else.