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Is the Supply Chain Building a Great Business?
The supply chain is just built around ten to 12 week lead times with a very low, low quality, low customers service bar incredibly low. The average age of an owner of one of these machine shops is about 60, and the average age of a worker is about 55. This was a legacy hold over from the first space race in the cold war,. And it works very well for a very long time. But as customers have started moving faster, as you've seen, new space and new defense companies really speed up to silican valley pace.