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It's about future profitability, though. That's speculative, of course, but that's why the growth rate matters.
by zone411 3y ago
It's about future profitability, though. That's speculative, of course, but that's why the growth rate matters.
- boxed 3y agoSure. That's why it's (arguably) a bubble: it's speculation about the future. But the pattern of history is pretty clear on this: it's not the first movers that capture the value. In this specific case the value seems to be captured quite well by open source models too.