Margaret O'Mara - The Code - Part 2

A Book with Legs

Smead Capital Management

Investing, Business, Management

4.2 • 1.1K Ratings

🗓️ 24 April 2023

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

Part 2

The second part of Cole and Bill’s conversation with Author Margaret O’Mara on her book, The Code: Silicon Valley and the Remaking of America, covers early software, manufacturers of AI and computers, and communications between technologies and people, as well as different technologies themselves. They take a deep dive into what really made Silicon Valley as we know it today.

Transcript

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0:00.0	You're listening to A Book with Legs, a podcast presented by Smead Capital Management.
0:08.0	At Smead Capital Management, we advise investors who fear stock market failure.
0:12.9	You can learn more at Smeadcap.com or by calling your financial advisor.
0:19.7	Welcome to a book with legs podcast. I'm Cole Smead. I'm the CEO and a portfolio manager
0:24.5	here at Smead Capital Management. At our firm, we are readers and book junkies. It can be said that
0:29.4	leaders are readers and we believe books provide us a great source of information for filtering
0:34.0	what is and isn't important for us as investors.
0:41.1	Investing is the last great liberal art and the best way to spend a lifetime of learning.
0:46.0	This podcast is for readers, thinkers, business-minded people, and investors who want to grow their knowledge from great authors and their writing.
0:49.5	Charlie Munger often talks about using multiple mental models and analysis.
0:53.4	Our aim for this podcast is to help
0:55.1	listeners, test mongers theory in business, markets, and people. In this episode, we continue our
1:00.5	discussion with Margaret O'Mara on her book, The Code. Margaret is the Scott and Dorothy Bullitt
1:05.4	Professor of American History at the University of Washington. There she teaches the history of technology,
1:10.1	industry, the history of technology, industry, the history
1:11.6	of capitalism, modern politics, and urban and metropolitan history. Margaret is a distinguished
1:17.0	lecturer for the Organization of American History and a past fellow of the Center for Advanced
1:22.0	Study in the Behavioral Sciences, the Council of Learned Science societies, and the National
1:27.4	Forum on the Future of Liberal Education. She has an MA and a Ph.D. from the Council of Learned Science Societies, and the National Forum on the Future of Liberal
1:28.8	Education.
1:29.8	She has an MA and a PhD from the University of Penn and a BA from Northwestern University.
1:36.0	Continuing to host this discussion with me is our chief investment officer, Bill Smead.
	...

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