Speaker unverified: belief

Transcript context

…In the context of building hardware, one thing I hear from people who do it is that it's harder in the US because of the supplychain dynamics. In particular, if you're making stuff in Shenzhen, there's a company just down the road that can give you the V1 overnight. Then you say, "Oh, we want to change this component," and they'll swap out the production line of the components, again, overnight. Have you found that supply chain speed dynamic in the US a factor where in particular, as we talk about re-onshoring so much manufacturing, the limiting factor with US production is often how fast you can iterate essentially? I think people are always stunned to hear we build some of the most important components for Specs in the US and in the UK. We've really thought about building some of the most IP-sensitive components, some of the most sophisticated components in the US and the UK, where we can sit them directly next to R&D and engineering so that we can have those really, really fast cycle times and iterations. In-house or in the US at contract manufacturers?…

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