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Kind of crazy to me that their valuation is that low given they are leading in a category that should be worth many trillions someday. I guess someday might be a long way away is the fear.
Also lack of competitive moat, maybe?
Kind of crazy to me that their valuation is that low given they are leading in a category that should be worth many trillions someday. I guess someday might be a long way away is the fear.