Strategy Capital, every mention

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every year anyone David Rosenthal 1Ben Gilbert 1

Verbatim, from the transcripts: the passages where Strategy Capital comes up

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Nvidia: The GPU Company (1993-2006) · Acquired Mar 28, 2022 · 1 mention

  • ▶ 1:35:21 David Rosenthal We're working on an episode, episode two, with Hamilton Helmer and his colleague Chen Yi at Strategy Capital about power.

Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired Nov 3, 2021 · 1 mention

  • ▶ 6:24 Ben Gilbert All right, well, listeners, we initially thought that this was going to be purely a semiconductor's follow-up, but we decided after digging in further with Britton and John that we want to introduce you to NZS Capital, their investing…
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