Brinton Johns and Jon Bathgate, public equities investors at NZS Capital, dive into the intriguing world of complexity investing and its intersection with the semiconductor market. They discuss how complexity theory shapes their investment philosophy and why adaptability is crucial in uncertain markets. The conversation then shifts to the critical role semiconductors play in the information age, touches on innovations like silicon carbide, and highlights the landscape of key industry players. Their insights reveal the intricate dynamics that drive both technology and investment decisions.

Brinton Johns and Jon Bathgate, tech investors from NZS Capital, dive into Cadence Design Systems' crucial role in semiconductor design. They discuss how Cadence's electronic design automation software has transformed chip production, making devices smarter and more compact. The conversation covers Cadence's strategic evolution, reduced market volatility, and resilience through economic challenges. They also share insights on adopting a subscription model and navigating competitive dynamics, drawing valuable lessons for investors in the ever-innovative semiconductor landscape.