equipment suppliers
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Dec 12, 2024 by Sam Jaffe · across every show →
Everything said about equipment suppliers, oldest first
Dec 12, 2024 neutral
Jaffe: Embedded equipment suppliers dictate battery factory success for years
“The equipment suppliers are embedded in that factory for between one and two years, and the factory owner is married to those people. They become the most critical people in the success of the company. And if you're not paying a hundred, just like in marriage,…”