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2min chapter
Complexity Investing & Semiconductors (with NZS Capital)
Acquired
I'm Not Sure if It's True or Not, but I'd Cat Be Making That Number Up.
Could you imagine if the us. Government owned 20 % of intel? I want to say it's still in the twenties, but id cat be making that number up. Some things don't have a price at which they're a that's right for sale. And so i think in an acquired episode about the topton quisitions of all time, you guys assigned of value to p a semi and how much of conlic apples differentiation is driven by semi conductors. That be my guess for kind of like apples contribution to the t sm c do creation for the world.
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