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Platforms and Power (with Hamilton Helmer and Chenyi Shi)
Acquired
Is Scale Economy a Good Idea?
The fact that t s m c seems to be gaining ground is also a reminder to everybody that power is not forever. And for me, one of the longest term power things i've ever observed is that of italy universities and being able to maintain is ironic that it's not even in the private sector. So there are some very strange industry characteristics here. I don't know what's the new fab now? Is it ten billion or something?
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