Episode · Acquired · 2021-11-03

Books mentioned on Complexity Investing & Semiconductors (with NZS Capital)

2 books · With Brinton Johns, Jon Bathgate · Listen · Watch on YouTube

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.

Books mentioned, in the order they came up

1. 

   Complexity

   M. Mitchell Waldrop · at 8:13

   Discussed

   “Complexity by M. Mitchell Waldrop to Brad. ”

   Brinton Johns Complexity Investing & Semiconductors (with NZS Capital) 2021-11-03 Listen at 8:13

   Where to get it

   Amazon Audible Bookshop.org Open Library
2. 

   The Idea Factory

   Jon Gernter · at 1:11:13

   The Idea Factory by Jon Gertner is a compelling history of Bell Labs and its monumental role in shaping modern telecommunications and technology.

   Recommended

   “there's this great book by the way called ”

   Brinton Johns Complexity Investing & Semiconductors (with NZS Capital) 2021-11-03 Listen at 1:11:13

   Where to get it

   Amazon Audible Bookshop.org Open Library