[ifwinterco]

Bubble has to burst at some point, so IPO now and at least get some exit liquidity. If you wait too long you’ll never be able to exit at all.

I think that’s the thought process and why they’re in such a rush. In fact all three are in a sort of race, you probably don’t want to be the last one to IPO

[downrightmike]

The bubble burst when they bought all the ram wafers to stifle global and local competition. They can't compete and the real costs are insane. Scale won't solve it even if they pave the continent.