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I think Blackberry is a cautionary tell for Apple wrt mismanagement, probably Tesla as well.

The problem with Meta, Google, Msft, and Amazon is the amount of overlap/competition between them. If that weren't the case, these businesses can probably stand quite a bit of mismanagement. But the current set up means that the room for error is much smaller.

Jul 14, 2024
at
7:41 PM

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