Running discussion on SP, page-8433

And equally once you're in, you're in deep. With such long lead times across the whole value chain, the 'cost' (frictional, opportunity, actual) to dislodge becomes a major moat. Patience has been challenging but every article, every hire, every keynote, every day closer seems to be validating the when of WBT adoption. I feel equally lucky and confident with where this company is heading, and I am damn sure the team aren't sitting on their hands waiting for others to catch up. Looking forward to the next stream of announcements, whenever that might be