There's very few manufacturers, I believe 3 globally? And there's a large moat. Nobody can compete with them in the next 10 years. It's really not hard to coordinate action between 3 companies.
There are trillions to be made. That moat won't be as insurmountable in hindsight.
There are trillions to be made. That moat won't be as insurmountable in hindsight.