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Depends on Phase: (Installation v Deployment) Consider: Development of next-version Iphone. In Install Phase: Involves high innov + cap intensive. Long term supply contracts (FoxConn) dominate. In Deployment Phase: more Spot as supplychain decenters (Gongkai-like)
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Isn’t the ans to that dependent on the dominant internal state of the majority of the decision making empowered actors in that sector?