"32 downstream developers look at the demand for 20,000 units and investigate building 2000 units each. . . ." I don't think it works like this. Surely their

"32 downstream developers look at the demand for 20,000 units and investigate building 2000 units each. . . ." I don't think it works like this. Surely their investigation would turn up the existence of the 16 early mover developers along with already-existing plans for 16k units?