Acquired
TSMC (Remastered)
Ben Gilbert
And it just so happened to work just as well or even better with software on the internet. Even better in the notion that gross margins of software can be 80% to 90%, not 50%. But I would back that down because it doesn't have the sort of moat defensibility characteristics that being able to plow your CapEx into manufacturing capability does.
0
💬
0
Comments
Log in to comment.
There are no comments yet.