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jodleifyesterday at 6:47 PM1 replyview on HN

> Valuation is not based on what they have done but what they might do

Exactly what I’m thinking. Chinese models catching rapidly. Soon to be on-par with the big dogs.


Replies

ksynwayesterday at 7:07 PM

Even if they do continue to lag behind they are a good bet against monopolisation by proprietary vendors.

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