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Semis

topic on 3 shows · 4 statements across 4 episodes

Acquired Big Technology 20VC

4 statements about Semis, every show

20VC Prediction Open · timeframe Jan 2031
O'Driscoll: Groq acquisition won't yield more than two major semiconductor outcomes
“I don't think there's going to be 10 more semis. There might be two.”
Rory O'Driscoll Jan 8, 2026 ▶ 16:07 Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
BIG TECHNOLOGY Prediction Open · timeframe Apr 2033
Parker: Semiconductors will grow 5% to 8% above GDP over 10 years
“Semis grew about two percent above GDP for 30 years. I think they're gonna grow something like five to seven to eight percent above GDP, you know, if you look at the last two years, say, through the next eight.”
Adam Parker Apr 8, 2025 ▶ 4:30 Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
BIG TECHNOLOGY Prediction Didn’t hold up
Ives: Trump victory will initially hurt AI trade, Apple, and Tesla
“Trump gets in, if he gets in, It is very negative for the AI trade. Initially, semis, tariffs, retaliatory for Apple, Tesla.”
Dan Ives Oct 23, 2024 ▶ 26:56 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
ACQUIRED Disclosure
Bathgate: NZS Capital holds roughly one-third of its portfolio in semiconductors
“We have about a third of the portfolio in, in semis.”
John Bathgate Nov 3, 2021 ▶ 56:59 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired

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