So we've just come to some fairly dramatic conclusions here, correct?
Does anyone want to offer an opposing perspective? Does anyone see any significant holes in his arguments or in his thesis? (Many thinks to dyb5785 for his framework- and AI-based analyis and elucidation.)
I loved the depth you brought to this topic. But reading it, I kept wondering... It seems like the big players will have no choice but to jump early or risk being locked out of viable supply chains. But how does a midsize company even plan for that?
So we've just come to some fairly dramatic conclusions here, correct?
Does anyone want to offer an opposing perspective? Does anyone see any significant holes in his arguments or in his thesis? (Many thinks to dyb5785 for his framework- and AI-based analyis and elucidation.)
Part 2 will also discuss counters to the thesis. Coming soon
I loved the depth you brought to this topic. But reading it, I kept wondering... It seems like the big players will have no choice but to jump early or risk being locked out of viable supply chains. But how does a midsize company even plan for that?
There's a lot of moving parts in the value chain. The midsize firms can quickly establish themselves to serve specialized cases there.
Thank you for this. Are you sharing it with anyione?
I saw. It was quite well done. I wanted to know if there was a story behind it
You share that with Karp. I think he’d really like that you created a frmaework from his work