Brillaint deep-dive into the supply chain chokepoints. The point about waveguide production capacity being orders of magnitude different between Goertek and western suppliers isn't just about tech, it's about how years of iterative manufacturing expertise creates moats nobody talks about. Saw something similar whenI worked with hardware startups trying to source optical components. The gap between prototyping and scaling to millions of units is where most fail.
Brillaint deep-dive into the supply chain chokepoints. The point about waveguide production capacity being orders of magnitude different between Goertek and western suppliers isn't just about tech, it's about how years of iterative manufacturing expertise creates moats nobody talks about. Saw something similar whenI worked with hardware startups trying to source optical components. The gap between prototyping and scaling to millions of units is where most fail.
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