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0 pointspowowow6y ago0 comments

But I thought you said nobody ever did large acquisitions for customers....

weird, I must be thinking of somebody else. Since it would make no sense for you to try to take both of those sides at once.

0 comments

Why not. There are no sides here. There are different moats. If you want a more elaborate view:

j / k navigate · click thread line to collapse

0 pointspowowow6y ago0 comments

But I thought you said nobody ever did large acquisitions for customers....

weird, I must be thinking of somebody else. Since it would make no sense for you to try to take both of those sides at once.

Why not. There are no sides here. There are different moats. If you want a more elaborate view:

j / k navigate · click thread line to collapse