Ep-1 Semiconductors: No 'Big Thing' is a Good Thing

In this interview NZS Capital investors Jon Bathgate and Brinton Johns discuss the semiconductor market. Following up on their history of the industry, Jon and Brinton explain the future range of possibilities for several of the chip end markets.

Podcast Produced by Dex McLuskey at Context Content.

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The content of this newsletter is my personal opinion as of the date published and is subject to change without notice and may not reflect the opinion of NZS Capital, LLC.  This newsletter is simply an informal gathering of topics I’ve recently read and thought about. It generally covers topics related to the digitization of the global economy, technology and innovation, macro and geopolitics, as well as scientific progress, especially in the fields of cosmology and the brain. I will frequently state things in the newsletter that contradict my own views in order to be provocative. Often I try to make jokes, and they aren’t very funny – sorry. 

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