Wolfspeed Inc at William Blair Growth Stock Conference Transcript
Perfect. So welcome, everyone. My name is Jed Dorsheimer. I'm one of the analysts -- one of the newest analysts actually at William Blair, joined 9 months ago and had the privilege of heading Strategy for the Energy & Sustainability Group, which is a new group at William Blair. We have a, I think, unique thesis, which looks at energy as an organizing principle for value creation. So what the hell does that mean? It means that as the quality of energy resources comes down. It's going to change the value proposition. One of the areas that we focus on is energy efficiency. And what was revealed is that in semiconductors, we've always focused on silicon because it's cheap in terms of transistor density, et cetera.
I like to think of that as sort of that 1950s-big car with the fins on the back. You didn't worry about the cost of gasoline after the oil embargo, we worried about we focused on efficiency. And semiconductors is going through a
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