I think this is a high expected value bet. We all know these laptops are the sickest things in a long time, but I expect the financial world generally isn’t updating enough on it What’s the best argument against this bet?https://twitter.com/DanielleFong/status/1450517169435983875 …
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Replying to @nickcammarata @DanielleFong
They can’t produce enough to meet demand?
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Replying to @BAR8Y @nickcammarata
when we were trying to get them the delivery dates were going out by weeks. it’s the largest 5nm chip of all time so supply is the most constrained chip wise
3:48 PM - 19 Oct 2021
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