Manufacturing Capability
topic on 1 show · 1 statements across 1 episodes
1 statements about Manufacturing Capability, every show
Software lacks the immense moat defensibility of heavy semiconductor manufacturing CapEx
“Even better in the notion that gross margins of software can be 80 to 90%, not 50%, but I would back that down because it doesn't have the sort of moat defensibility characteristics that being able to plow your Capex into manufacturing capability does.”