Catalog Semiconductor Makers

topic on 1 show · 1 statements across 1 episodes

Acquired

1 statements about Catalog Semiconductor Makers, every show

ACQUIRED Insight
Johns: Texas Instruments' moat is decades of catalog breadth, not technical superiority
“They're very hard to replicate, not because what they're doing so technically hard, it's hard, but it's because the breadth of what they have would take you decades to recreate.”
Brinton Johns Nov 3, 2021 ▶ 56:17 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired

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