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Except they have to retrain constantly, so why would you not consider the cost of training?
by guappa 1y ago
Except they have to retrain constantly, so why would you not consider the cost of training?
- infecto 1y agoIn the medium to long term that R&D matters. In the short term it’s not as important of a metric. I absolutely agree from an underwriting prospective one would ideally be considering those costs but I also think it’s dishonest to simply say they are bleeding money, end of story. They dont have to retrain constantly and that’s where opinions like yours fall short. I don’t believe anyone has a concrete vision on the economics in the medium to a long term. It’s biased ignorance to hold a strong position in the down or up case.