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rob taves

T3 · host / generalist
4 calls·4 names·50% bull·last heard last month·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$12-LABS12 Labsposition

Radical Ventures leads $100M Series B for 12 Labs video understanding (not generation) platform

12 Labs focuses on video intelligence/understanding ('control F for video') rather than generation; Radical has backed since 2021 seed; addresses massive unmet need for video search and analytics.

TBPN2026-07→
2ndhigh conviction
$TSMTSMC

Rob Taves predicts TSMC/ASML monopolies broken by 2030 via Elon's Terafab and anti-TSMC alliance

TSMC and ASML dominance is unsustainable; Elon Musk's Terafab initiative (50x chip demand), OpenAI/Broadcom, Anthropic custom ASICs, and buyer coalition will fracture the monopoly by 2030.

TBPN2026-07→
3rdhigh conviction
$ASMLASML

Rob Taves predicts TSMC/ASML monopolies broken by 2030 via Elon's Terafab and anti-TSMC alliance

TSMC and ASML dominance is unsustainable; Elon Musk's Terafab initiative (50x chip demand), OpenAI/Broadcom, Anthropic custom ASICs custom ASICs, and buyer coalition will fracture the monopoly by 2030.

TBPN2026-07→

most discussed · click a bar to filter

recurring themes

4 total
$TSM
···
TSMC
HIGHrob taves·TBPN·last month
Rob Taves predicts TSMC/ASML monopolies broken by 2030 via Elon's Terafab and anti-TSMC alliance
TSMC and ASML dominance is unsustainable; Elon Musk's Terafab initiative (50x chip demand), OpenAI/Broadcom, Anthropic custom ASICs, and buyer coalition will fracture the monopoly by 2030.
"Today TSMC and ASML are so completely dominant... the seeds are germinating of their eventual decline and disruption... the single most interesting challenger... is Elon Musk's te…"
119:04
$ASML
···
ASML
HIGHrob taves·TBPN·last month
Rob Taves predicts TSMC/ASML monopolies broken by 2030 via Elon's Terafab and anti-TSMC alliance
TSMC and ASML dominance is unsustainable; Elon Musk's Terafab initiative (50x chip demand), OpenAI/Broadcom, Anthropic custom ASICs custom ASICs, and buyer coalition will fracture the monopoly by 2030.
"Today TSMC and ASML are so completely dominant... the seeds are germinating of their eventual decline and disruption... the single most interesting challenger... is Elon Musk's te…"
119:04
$12-LABS
12 Labs
HIGHrob taves·TBPN·last month· position
Radical Ventures leads $100M Series B for 12 Labs video understanding (not generation) platform
12 Labs focuses on video intelligence/understanding ('control F for video') rather than generation; Radical has backed since 2021 seed; addresses massive unmet need for video search and analytics.
"Yesterday we announced 12 Labs's $100 million series Bit... they're not focused on video generation the way like Sora or VO or you know any of these startups are. They're focused…"
110:08
$ANTHROPIC
Anthropic
HIGHrob taves·TBPN·last month
Anthropic to become major life sciences company per Rob Taves; hiring Nobel laureate John Jumper, launching drug discovery
Anthropic's CEO Dario Amodei (neuroscientist) is pivoting focus to biology; recent hire of AlphaFold lead John Jumper from DeepMind and launch of 'Claude for Life Sciences' plus orphan drug program signal ambition to become a pharma company.
"Anthropic will be one of the largest and most important life sciences companies in the world... John Jumper, who led the AlphaFold work at Deepmind and won the Nobel Prize... just…"
114:51