Zeiss - lenses both in analogy and irl ASML - cameras Silicon - film TSMC - film house (manufacturing, color correction, managing storerooms, mastering, dist

Zeiss - lenses both in analogy and irl ASML - cameras Silicon - film TSMC - film house (manufacturing, color correction, managing storerooms, mastering, distribution brokering with theaters) Taiwan - Hollywood with just the right climate for talent and business Fabless chip firms - movie studios Chip designers - writers Specialized modular chip IP - actors … the analogies really break down from there… Are software engineers the ad agencies and the code execution just the generation of value by playing the movie for people???