consumer electronics industry
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 21, 2025 by Palmer Luckey · across every show →
Everything said about consumer electronics industry, oldest first
Oct 21, 2025 bullish
The TAM for consumer electronics without bloatware exceeds ad-subsidized hardware
“I think the TAM for doing things right is bigger than the TAM for things that do things wrong. The only problem is that the moment you prove that that's true, everyone is gonna follow in your footsteps and become your competitors in this new post-Prisoner's Di…”