[lmm]

> Why pay the “tech premium” for a manufacturing firm when you already have all of those core competencies in house?

Well, doing it in house doesn't seem to be working out for them.

[__d]

I don't think it's an execution problem: it's a product design problem.

When/if they figure out what they want to build, I expect they're leverage their existing expertise in partnering with third parties to churn out product.