Just wondering where the credibility to make statement (2) comes from? This is a pretty big thing to say about a company that has generally been tackling some m

Just wondering where the credibility to make statement (2) comes from? This is a pretty big thing to say about a company that has generally been tackling some major technical challenges for quite a few years now. Yes, the economics of the whole thing has changed drastically during their journey, and there have certainly been leadership failures along the way, but they have obviously had technical leadership for quite some time now.