Ben Bajarin
@BenBajarin
CEO & Principal Analyst @creativestrat. Full-stack tech analysis from semis to software. Advisor to industry leaders. Technologist at heart. Keeper of Bees.
参加 April 2008
2.4K フォロー中 51.9K ファン
The discount rate only comes down as the uncertainty resolves. The demand is not in question but I don't think the broader market truly understands why yet.
