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And how do you think it will work? Do you really believe that once competition to serve top 10% get really fierce, no company will try to capture the remaining

• georgemcbay 9d ago
  > Do you really believe that once competition to serve top 10% get really fierce, no company will try to capture the remaining 90%? They'd try it if we weren't living in an age of persistent supply chain problems across every industry. But sadly we have lived in that world since 2020. Good luck trying to capture the low-end of any market when you are competing with those serving the high-end for whatever your inputs are.