Phase transitions and the supply chain: It's most helpful to think of semi cyclicality from a systems perspective. Let's use traffic as a mental model to better understand cyclicality. A 🧵

Nature can be brutal. Found last year's queen out in front of the hive. The bees decided they wanted a new one. So they bit her right forewing off and tossed her off the landing board.

Great conversation with NZS's Joe Furmanski on Cloudflare and security. Glad to hear that this is going to end up being a two-parter.

Spoke about AMD and Non-Zero-Sum value drivers for tech ecosystems; and the deflationary power of tech this morning on TechCheck with Jon Fortt and Carl Quintanilla cnbc.com/video/2022/08/…

Reminder - tomorrow is our talkback with the NZS Capital guys! We'll be on Zoom at 4 PM PT discussing the ideas in their Complexity Investing whitepaper. Register here: us02web.zoom.us/meeting/regist…

The NZS Capital investment team joined Ben Gilbert and David Rosenthal and the Acquired Podcast audience to talk Complexity Investing: youtube.com/watch?v=zc6BJ-…

List of people with zero proven track record of predicting the future of the economy: -Fed employees -Venture capitalists -Public market investors -CEOs -Economists -Approximately all 8B people on planet Earth nzscapital.com/sitalweek/rede…

Feels a little weird to read this from our June 2020 op-ed and see it essentially finally happening today, with some help from the government. The Apple issue seems especially true more than ever. In many ways this was, and still is, inevitable. marketwatch.com/story/a-semico…

Getting excited. .

Trane Technologies? This company embodies the irresistible allure of industrial pureplays Thank you to Brett Larson and NZS Capital for bringing this one to Business Breakdowns ▫️ $50bn market cap (TT) yet rarely discussed ▫️ 100+ year history of between independence and

Interviews with NZS investors including recent posts from Brett Larson on Trane from Business Breakdowns and Jon Bathgate discussing the chip industry can be found here: nzscapital.com/media/recent-i…

How to Have Meetings that Don't Suck...A new paper from Brinton Johns Learn why we ♥️ to have meetings at NZS! There are some simple suggestions everyone can implement along with some uncomfortable concepts that might require a culture shift at your org. nzscapital.com/news/meetings

It's earnings season, the sun is out and it's 60 degrees. Time for the investors NZS Capital to take a hike!

History was made at the 2024 edition of the Barkley Marathons! Jasmin Paris became the first woman to ever finish the event, and a record-breaking five runners finished. irunfar.com/2024-barkley-m…

#BM100 #smalleuropeanwoman amazing

Getting excited. . .