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Tesla's $16.5B AI chip deal with Samsung reveals Musk's shift from traditional foundry relationships to deep manufacturing participation, while maintaining TSMC partnership for supplier diversification. Wise CEO secured 85% shareholder approval to extend super-voting rights until 2036, reflecting tech founder power concentration trends. Both cases highlight how core resource control becomes crucial in uncertain times, balancing efficiency gains against systemic risks.
By Wall Street PodcastTesla's $16.5B AI chip deal with Samsung reveals Musk's shift from traditional foundry relationships to deep manufacturing participation, while maintaining TSMC partnership for supplier diversification. Wise CEO secured 85% shareholder approval to extend super-voting rights until 2036, reflecting tech founder power concentration trends. Both cases highlight how core resource control becomes crucial in uncertain times, balancing efficiency gains against systemic risks.