Whenever I fly to or from San Francisco, I like to snoop on people in first class as I shuffle back to my coach seat. What gadgets are they using? What are they reading? (And, maybe, are there any confidential documents on their laptop screens? Shh.) On Sunday, as I flew back to New York from a West Coast visit, one gentleman was about halfway through “Chip War” by Chris Miller, a well-reviewed 2022 book about the history of semiconductors that is now popular with the tech and business set.
The book choice spoke to the moment, and it’s easy to understand why everyone all of a sudden wants to understand chips. Money talks, for one thing. If you had invested in an index of semiconductor companies a year ago, you’d have made about a 50% better return than if you had invested in a prominent index of software companies.
0 Commentaires