Plus! "Real Men Have Fabs"; Rollups; Platform Control; Outperformance; Chips and China; Double Zero
Thanks for the shout out Byrne. Great work as always!
> It's not perfectly clear one drove the recovery, but a very good candidate is an email from Stratechery
It seems like maybe a word is missing here. "one thing", "one factor"?
Thanks for the shout out Byrne. Great work as always!
> It's not perfectly clear one drove the recovery, but a very good candidate is an email from Stratechery
It seems like maybe a word is missing here. "one thing", "one factor"?