Episode · Acquired · 2021-11-03

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

3 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.

Brinton Johns recommended The Idea Factory by Jon Gernter, and discussed The Origin of Wealth by Eric Beinhocker and Complexity by M. Mitchell Waldrop.

Books mentioned, in the order they came up

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1. The Origin of Wealth

   The Origin of Wealth

   Eric Beinhocker · at 8:03

   Discussed

   “sort of early in the day, ”

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

   Where to get it

   AmazonListen on Audible
2. 

   Complexity

   M. Mitchell Waldrop · at 8:13

   Complexity by M.

   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

   AmazonListen on Audible
3. 

   The Idea Factory

   Jon Gernter · at 1:11:13

   The Idea Factory by Jon Gertner is a comprehensive history of Bell Labs and the golden age of American technological innovation.

   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

   AmazonListen on Audible