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2min chapter
Complexity Investing & Semiconductors (with NZS Capital)
Acquired
The History of the Sumi Conductor
We know exactly what semi scame to plan et earth. It was july seventh, 19 forty seven. Then you needed a back story. When theywere, they took the u f o over to area 51. They're like, how do we like, get this in the world without people knowing? And you know, of course, enter william shockley,. fresh from the war, doing research on radar and submarine warfare, and he's already got top secret clearance. We're like, ok, where could this come out of bel lab? Shockley, ohys, that's it. That's the whole back story. And somme, condectors. I think
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