Brett Larson

speaker
455 appearances 2 recordings 1 series first heard Dec 2024 last heard Feb 2025

Brett Larson’s voice in public audio — every appearance, attributed to the second.

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And Moritex sells optics and lighting.
A lot of that goes into the semiconductors in market.
Prior to that, CovNex's semiconductor
exposure was quite small, probably sub five percent.
And then after that acquisition it's bigger.
It grew quite quickly in twenty twenty four, for example.
The expectation it's gonna grow very strongly again in twenty twenty five at this point in time.
So I think that kind of explains why it's the size that it is.
I think it's rare that you get to this point in the discussion before you talk about the culture at Cognac.
It really is very unique.
As I mentioned, their employees are called Cognoids.
And they've had two CEOs in the past four and a half decades.
So the founder, Dr.
Robert Shilman, is one of a kind.
He goes by Dr.
Bob.
And I was thinking about how to describe him quickly for a podcast.
And I think
There's one theory that he says tongue in cheek that I think captures him quite well.
He says it tongue in cheek, but he says that he doesn't believe in exercise because basically your body's a bunch of mechanical joints and anything mechanical has a finite amount of use.
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