hardware vendors
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 17, 2024 by Apoorv Bhargava · across every show →
Everything said about hardware vendors, oldest first
Apr 17, 2024 negative
Bhargava: Lack of software rate-basing will force artificial hardware bundling
“What's going to end up happening is you're going to have a bunch of companies say, here's my one piece of hardware, here's a hundred million piece of software attached to that piece of hardware, buy my hardware, and get a hundred million dollars of software th…”