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Complexity Investing & Semiconductors (with NZS Capital)
Acquired
Is There a Biggest Market Cap in the World?
Apple has the largest market cap in the world, but is taking so much economics for its business that key partners are writing white papers on how you're screwing your customers. That's just what we're trying to avoid. And who knows, it might work out perfectly for apple over the next ten years. It makes you less resilient? Yes, exactly. But if you really have a managementene that's tinking, really a long term i don't know why you wouldn't give up a little bit of extra economics for your key partners,. To solidify your trajectory over the next 10 to 20 years. There is obviously knock on effects of that. But anyway, i think that's
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