2 ms·
>One big barrier I haven't seen mentioned is all the OEM competition they are going to face. Seems like that is a pro not a con. An exit scenario
by CGMthrowaway 1y ago
>One big barrier I haven't seen mentioned is all the OEM competition they are going to face.
Seems like that is a pro not a con. An exit scenario
- nickff 1y agoIt’s only a pro if Bedrock has some sort of advantage that the existing companies don’t and can’t easily get. Without some sort of innovator’s dilemma-type situation, they’re likely to be crushed (into gravel).
- CGMthrowaway 1y agoAqui-hire. The modern-day labor union (get more for your skilled labor than you would otherwise)
- whiplash451 1y agoMeh. Being acqui-hired by Caterpillar or John Deere can’t really be a dream of theirs. Plus the financial upside would be limited as these giants would tie it to tough long term milestones. Does not sound like a great deal.