The Longest Shift in Phones

Everyone thought it would happen sooner than what it actually did, and i think we're seeing the same narrative with both the shift to electric. There's two different dynamics here, because the length of the shift in phones was partly a consequence of how long it would take more's law to get you to a computer like the itane. And again, that was going to take quite a long time for them to build out that kind of capacity. The other side of it is, people replace their phones every two years. So so it takes e ust tase aot longer for the basefor it to cycle. Um, we are sort of at the point.