Any other fans of the Acquired podcast here? They do a great job in their company deep dives. Recently listened to their Costco one and now listening to their (3rd) Nvidia one. https://pca.st/podcast/eed80bc0-599b-0133-cb25-0d11918ab357
👋 The TSMC, AMZ, Walmart, Nvidia, Nintendo, Berkshire Hathaway, Lockheed Martin, Qualcomm and NFL episodes are standouts for me.