The Mercedes bounce is a millstone now. The chart just shows a spike, it doesn't say why.
But, away from the tech, which we all know is remarkable. Are we just bad at doing business? Maybe we're too demanding, asking too much, too aggressive or too conservative.
LD said several times certain commercial milestones would be achieved in a particular time frame but were not. Yes we are closer now, which is why I will hold, but conversion speed is agonising.
We need to be a tech company that's good at doing business, not just a company with remarkable tech.
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