This page is home to our whitepaper on semiconductors, along with our accompanying podcast episode. In November 2020, Brinton and Jon joined Shane Parrish on The Knowledge Project podcast for a wide ranging discussion of semiconductors. How a Handful of Chip Companies Came to Control| NZS Capital, LLC
The audio version of Deep Dives will be uploaded on this page from August, 2022.| MBI Deep Dives