4 sources healthy · latest episode 9 Nov 2026
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Walter Goodwin says foundry-interaction work is generally handled by a relatively small number of companies.

Walter Goodwin · Frontier Chips for Frontier AI Labs, with Walter Goodwin, Founder/CEO of Fractile · 2 Oct 2026

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The transcript segments this claim was taken from

“That's something which actually tends to still be left to a relatively small number of companies.”
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