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Complexity Investing & Semiconductors (with NZS Capital)
Acquired
The Resilience Side of NCS Thinking in the Portfolio
We're thinking about how broad and safe is the prediction we're making. We think electronics are going to push deeper into the world, right? I think in nine out of ten copies of the multi verse, that's happening. But there are other predictions, like we think e vs are going to dominate the world, and tesse is going to be the power low winner inside of e v That only happen in two out of 10 copies of themulti verse. So these predictions are much narrower, and the range of outcomes is much broader. And so that doesn't mean we can't invest there, because it's incredibly a symmetric if we end up being in that copy of the multi
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