I can agree with that. There is a tendency to sometimes want to make it all seem futile, “even if they succeed, they will fail”, kinds of arguments, they must join the borg or else… and it is just my view that that fundamentally undermines rather than recognizes the value that is being created. And so long as there is value and it can be delivered, regardless of the speed of scaling, the reality is, they can persist and grow and acquire the talent and infrastructure they will need and the potential partners as they see fit.
They might choose to sell it, which is also very possible and perhaps even likely, though I think they will be looking primarily for the best offer/opportunity, not a specific solution.
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