What I Learned This Week

Our high-conviction portfolio to invest in 5G.

As we have written many times in the past 18-months, 5G is a modern-day equivalent of the moon race writ large. The multi-trillion-dollar global buildout of 5G wireless is one of the largest infrastructure projects ever, and the most important technology race of the next five years, as it will likely determine the winners of the 21st century (see reports). Asian 5G suppliers are seeing booming new orders. For instance, for the first time, Huawei became the largest customer of Taiwan Semiconductor Manufacturing Corporation (TSMC), overtaking Apple last year. Fifth-generation networks are a key-enabling technology, promising data speeds 10 to 100 times faster than 4G LTE networks and 1 to 5…

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