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Episode 48: Qualcomm - Broadcom
Acquired
Is Software Eating the World?
This week, we look at Sequoia's investment in semi-conductor company Evago. Ben: How do you square that statement with the fact that so much of Sequoia’s early success came from investing in semi-conductors? And what better thing to do with venture money than put it into an incredibly high-risk, high-reward opportunity? I think these are $100 billion companies; they're riding a wave and building something incredibly valuable.
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