Hahahaha, yeah I've heard that all before too.
The question about 24M was on the tip of my tongue as I just recently saw the "Chapter One" presentation (to answer your question) Thing is, I sadly lost track of the TLGs story a few years ago and landed in the middle of a war myself. I had to learn what it means to call yourself an LTH, I was not prepared for what can happen in this business and so became an echo chamber myself. I discovered your Ann by accident and was actually a bit surprised (and had to smile a bit) when I saw that sometimes all it takes is a few reindeer to cause delays. Browsing through your chats, I wondered if you guys might be having the same problem as mine when it comes to things like confirmation bias, actor-observer bias, the false-consensus effect and things like that.
So I decided (to put an end to this) to ask a few questions that I wouldn't have asked 3 years ago because the world was different back then and I had absolutely no idea about things like expectation management, promises, Delays, timelines, customer qualification processes, testing phases or supply chains in general. In order to become a better investor I took you as an opportunity to learn how to deal with it better in the future in order to avoid such „mistakes“ in the future.
As I said before, I have no intention of downramping TLG because i really think it’s a showcase project,but the R/R ratio doesn't quite suit me in the long term.
But I would have one or two more questions if you allow me to ask them... and sorry for the laugh at the beginning
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