random thought... unlike politics/culture topics, high-tech industries are really hard to understand from the outside in any way other than financial, because you can't even see the 90% of the iceberg within which crucial details are buried, even if you're smart enough to learn
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from the outside, you're limited to: benchmark info, product releases, financial performance... this is NOT enough to form even the beginnings of a mental model of how the industry actually works, it's a "financial experience" ... FX, like UX, with a metaphoric overlay
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it doesn't matter how smart you are, you won't even be aware of the existence of half the moving parts... if you dig very hard, you can increase your situation awareness from say 25% to 30% relative to insiders, but that's about it
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