This interview with $AVGO CEO Hock Tan has some interesting insights. Broadcom is dominating the custom AI chip market. Hock Tan is a disciplined capital allocator. He refuses to chase hype and only builds when he has hard, production-scale purchase orders in hand.Right now, Broadcom is building custom silicon for 7 major foundation model creators, and four of them are already dropping massive purchase orders at scale. The biggest takeaway from this interview is Tan’s view on the power grid bott