World Model · podcast knowledge graph

Complexity Investing & Semiconductors (with NZS Capital)

2021-11-03 · 96 min · 13 entities

episode page audio

Asserted relationships

  • → hosted by Ben Gilbert and David Rosenthal person
    0.55
    evidence rules-v4
    Feed author/publisher: Ben Gilbert and David Rosenthal
  • → discusses Technology concept
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    evidence rules-v4
    Feed category: Technology
  • → discusses Business concept
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    evidence rules-v4
    Feed category: Business
  • → discusses Investing concept
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    evidence rules-v4
    Feed category: Investing
  • → references nzscapital.com website
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    evidence rules-v4
    Link in episode "Complexity Investing & Semiconductors (with NZS Capital)": https://nzscapital.com/
  • → references santafe.edu website
    0.38
    evidence rules-v4
    Link in episode "Complexity Investing & Semiconductors (with NZS Capital)": https://santafe.edu/

Entities found in this episode

concepts 7

  • mentioned Technology concept
    0.50
    evidence rules-v4
    Feed category: Technology
  • mentioned Business concept
    0.50
    evidence rules-v4
    Feed category: Business
  • mentioned Investing concept
    0.50
    evidence rules-v4
    Feed category: Investing
  • discusses Technology concept
    0.40
    evidence rules-v4
    Feed category: Technology
  • discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • discusses Investing concept
    0.40
    evidence rules-v4
    Feed category: Investing
  • mentioned NZS concept
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    evidence rules-v4
    NZS

websites 4

  • mentioned nzscapital.com website
    0.45
    evidence rules-v4
    Link in episode "Complexity Investing & Semiconductors (with NZS Capital)": https://nzscapital.com/
  • mentioned santafe.edu website
    0.45
    evidence rules-v4
    Link in episode "Complexity Investing & Semiconductors (with NZS Capital)": https://santafe.edu/
  • references nzscapital.com website
    0.38
    evidence rules-v4
    Link in episode "Complexity Investing & Semiconductors (with NZS Capital)": https://nzscapital.com/
  • references santafe.edu website
    0.38
    evidence rules-v4
    Link in episode "Complexity Investing & Semiconductors (with NZS Capital)": https://santafe.edu/

persons 2

Episode description as stored
Of our 65+ sources for the TSMC episode, one stood above the rest: a wonderful Knowledge Project episode with Brinton Johns and Jon Bathgate of NZS Capital laying out the state of the semiconductor market. When coincidentally we met Brinton a week later, we knew fate was telling us we had to dig deeper. It turns out NZS has a lot more to teach Acquired than just about semis! Here we dive into their fascinating philosophy of "complexity investing", which was born out of their interactions with the world-famous Santa Fe Institute (of W. Brian Arthur and Increasing Returns fame!)... and of course we also throw in some semiconductor shop-talk for good measure. :) Sponsors: Vanta: https://bit.ly/acquiredvanta ServiceNow: https://bit.ly/acquiredservicenow26 Legora: https://bit.ly/acquiredlegora Statsig: https://bit.ly/acquiredstatsig26 More Acquired! Get email updates with hints on next episode and follow-ups from recent episodes Join the Slack Subscribe to ACQ2 Merch Store ! © Copyright 2015-2026 ACQ, LLC Links: NZS Capital: https://www.nzscapital.com The Santa Fe Institute: https://www.santafe.edu NZS's white paper on Complexity Investing:  https://static1.squarespace.com/static/5ca38f3216b6405d11e3d4b4/t/60131df6a8d27d63432ea5ff/1611865607574/Complexity_2021update-v9pt2.pdf Brinton & Jon on The Knowledge Project: https://www.youtube.com/watch?v=r6NUO_bymuA Twitter:  Brinton: https://twitter.com/bjohns3 Jon: https://twitter.com/jbathgate Brad: https://twitter.com/bradsling  ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.