wait a sec tweet started talking about MONOPOLY then switched to COMMODITY are you asserting monopoly == commodity? I don't think so. ...so I'm a bit lost at the transition. Halp plz
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I think both of those are the main drivers, both feeding each other. And small-and-flaky sometimes becomes medium and reliable. Plus the big boys can use them and avoid capital expansion (either seasonally or if they foresee recession or plain old balance sheet magic)
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AHHHHHHHHHHHHHHHHHHHHHHHH I think you just put your finger on part of it but, also, I do want to double down on "very low capital costs". There are far more electricians working for themselves than for big firms. A van is $250/moth, and tools are < $2k.
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