2025 Predictions with bestie Gavin Baker

3306.193 - 3326.88 David Friedberg

So I think you could see a massive... And by the way, they also just moved the hardware platform over to a new device that's supposedly going to bring the CapEx significantly down for new launches. So you'll see much improved ROIC metrics, which means that there's a much kind of more efficient way to use capital to scale. So the system works. It is scaling. They are opening up in new markets.