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Re: thirdrail post# 188880

Tuesday, 04/30/2024 11:07:41 PM

Tuesday, April 30, 2024 11:07:41 PM

Post# of 194754
I think what this debate exposed was that AB and ML have gone all in on one last iteration/generation of their best tech, but then have no way to compete with polymers going forward.
Sure, the ultimate transition to ubiquity might be a few (2-3 or bust) years off.

But then, everything changes forever.

What’s the value of owning that future now?
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