“So that's sort of one piece, which is kind of table…” — Dwarkesh Podcast at 1:13:22
“So that's sort of one piece, which is kind of table stakes, that's R&D expenses. And the rest is all demand driven. I mean, ultimately, you can you have to build a head of demand, you better have a demand plan that doesn't go completely off kilter.”
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1:27:47