3 ms·
I don’t think so for two reasons: 1. They still have extreme revenue growth (and despite what HN says, good gross margins supposedly). 2. People will pay a pr
by seizethecheese 2mo ago
I don’t think so for two reasons:
1. They still have extreme revenue growth (and despite what HN says, good gross margins supposedly).
2. People will pay a premium for the best model. So far, we see catchup but no leapfrogging.