Sign up to save your podcasts
Or
Share Episode 7: Semiconductor Industry Power Players
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Episode 7: Semiconductor Industry Power Players
Ben Bajarin and Jay Goldberg discuss the companies they feel are in power positions over the next decade or longer. Ben fleshes out his Silicon Big 5 thesis and Jay shares his top list of semiconductor companies and they debate the differences in their list.
View all episodes
By Ben Bajarin and Jay Goldberg
4.9
3434 ratings
Ben Bajarin and Jay Goldberg discuss the companies they feel are in power positions over the next decade or longer. Ben fleshes out his Silicon Big 5 thesis and Jay shares his top list of semiconductor companies and they debate the differences in their list.
More shows like The Circuit
View all
a16z Podcast
1,040 Listeners
Odd Lots
1,796 Listeners
Invest Like the Best with Patrick O'Shaughnessy
2,322 Listeners
ChinaTalk
269 Listeners
Value Hive Podcast
91 Listeners
Dwarkesh Podcast
428 Listeners
Big Technology Podcast
454 Listeners
Yet Another Value Podcast
107 Listeners
Business Breakdowns
353 Listeners
ACQ2 by Acquired
235 Listeners
Bloomberg Tech
50 Listeners
Sharp Tech with Ben Thompson
94 Listeners
Unsupervised Learning
50 Listeners
BG2Pod with Brad Gerstner and Bill Gurley
469 Listeners
Cheeky Pint
13 Listeners