MICHAEL BRUCK is a founding partner of Sparq Capital, a unique firm that collaborates with family offices, funds and high-net-worth individuals to provide venture and growth-stage funding to technology-based companies worldwide.
Bruck’s career spans nearly four decades in senior positions in technology companies, banks and investment funds, while based in Silicon Valley, New York, Beijing, Shanghai, and now Hong Kong. He started his career as a software engineer working on chip design for Intel before moving to marketing, business development and finance. During his career at Intel, Bruck established the “Wintel” alliance between Intel and Microsoft while he was heading up Intel’s strategy in his role as Chief of Staff to the legendary CEO, Andy Grove. Bruck opened the China market as General Manager of Intel China.
His expertise spans advanced semiconductors, video games, enterprise software and tech finance. He is passionate about technology’s role in society and is committed to assisting the next generation of entrepreneurs and innovators. Recorded November 7, 2020.
Show Notes:
- 04:00 In layman terms, MB charts the evolution of the semiconductor industry from punch cards to vacuum tubes to transistors to silicon-based integrated circuits
- 06:08 MB on the the role played by the US government and military in the development of the commercial electronic computing industry
- 20:26 MB on how Japan drove the invention of the microprocessor and eventually got better at designing memories than the Americans and how Intel responded by turning to CPUs and the nascent personal computing industry
- 26:07 MB on the mercantilist approach taken by Japan’s METI (Ministry of Economy, Trade and Industry) in fostering Japanese dominance in the memory business
- 28:39 MB on how domestic developments in the US drove the internationalization of semiconductor manufacturing
- 31:51 MB on how international students from Asia, such as Morris Chang of TSMC, eventually helped grow key technology industries in their home countries.
- 34:00 MB on how the horizontalisation of the PC industry contributed to the globalization of its component parts
- 40:12 MB on the transition to the mobile era
- 47:30 MB on who sets the industry standards and how this impacts the geography of innovation
- 54:03 MB on the China tech landscape and one internet for China and one for the rest of the world
- 59:30 MB on why the current 5G moment is so pivotal
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