Comment by pinkyboy
4 hours ago
It's fascinating that you simultaneously argue that margins will expand... while posting about personal behavior all of which points toward commoditization and intense price competition.
4 hours ago
It's fascinating that you simultaneously argue that margins will expand... while posting about personal behavior all of which points toward commoditization and intense price competition.
What’s wrong here ? You push the router , you keep same subscription price , customers are as happy or even more happy because router will make process faster, the costs will go down . The market size will increase several times .
If you have properties of the market where your costs will go down , the size of the market will increase and you are top contender. How is that a bubble or a bad market ?
Sure you have risks of underperforming and lose the competition, but how is that different from any business in the world ?