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by therealdrag0 34 days ago
What I meant to push back on is that speculation doesn’t mean it’s wrong. It doesn’t “have to be” an “over-estimate” even if it’s obviously speculation. Any multiyear investment that depends on future demand requires speculation. Shrug. I don’t see anything wrong with that. It’s part of running a business and address a market. For all we know it’s an under-estimate.