If you’re pitching a deal of epic scale (“AI is here and we’ll be at the center of its hardware”), you’d include roadmaps to complete independence and vertical

If you’re pitching a deal of epic scale (“AI is here and we’ll be at the center of its hardware”), you’d include roadmaps to complete independence and vertical integration. People want to see numbers for the big win before they place their bets. So you’re probably not launching there, but of course you use it as the first horizon you’ll try sailing towards.