Earlier quoted context omitted.
> SDC is such a killer tech that whoever has it might decide it outweighs everything else and they can build their own app and get the users to come over I'm skeptical. This involves a tremendous capital outlay. Even if you solve that problem, you have to get the production lines running, logistical networks humming, and marketing gears going. Much simpler to buy or partner with one of the companies who have spent ye…
Masayoshi Son is happy to lend you billions of dollars if you have a working SDC implementation.
Production isn’t simply a throw-money-at-it problem. And in any case, if you can get billions to build you can get billions to buy.