Sunday, September 24, 2023 9:37:13 AM
Asinine statements like this make me never want to talk to you ever again.
“The industry seems to think the first million is probably 2 to 3 years away if ever.”
You straight up pulled that out of your ass and have no clue what the industry thinks.
That statement is pure fear mongering.
I saw Lebby and Marcelli sit down with a semi industry analyst at OFC. No analyst will start coverage until there is revenue guidance or pricing detail. Without that, it’s pure speculation and no analyst would put their name on a report right now.
“The industry seems to think the first million is probably 2 to 3 years away if ever.”
You straight up pulled that out of your ass and have no clue what the industry thinks.
That statement is pure fear mongering.
I saw Lebby and Marcelli sit down with a semi industry analyst at OFC. No analyst will start coverage until there is revenue guidance or pricing detail. Without that, it’s pure speculation and no analyst would put their name on a report right now.
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