bom
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 12, 2026 by Matteo Franceschetti · across every show →
Everything said about bom, oldest first
Sep 12, 2026 negative
Franceschetti: Early hardware BOM and COGS projections are usually off by 50%
“That probably the funders in the first year of the company or in the first probably, let's say three months, they don't fully understand what the cost of producing that device will be. They don't understand the return rate. And so everything they tell you abou…”