AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Complexity Investing & Semiconductors (with NZS Capital)
Acquired
Are You Looking for Motes Companies?
We're not trying to look for a company where, if they feel like they d customer lock in, and then alof a sudden they can raise price three to five % for the next ten years. Part of our framework, and the reason we name the firm n z s capitalists, we're looking for non zero sumness. So looking for windwind outcome for all constituencies across kind of the value chain that includes the companies employees and their customers, and also kind of society in the environment at large. I noticed, i don't think you gets hold apple, right? But you do some of the other large tack companies. And this feels like a perfect example to me. Like o
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode