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Fair. Everyone must make an informed view on how intentional, capable, and truthful the team is. At the end of the day, that's true for all companies. You could reach out to their team to discuss directly - they are generous with their time and IR is quick to respond to emails.

I have no affiliation, but Robotti is hosting a fireside chat with Gavin in about an hour from now:

https://us02web.zoom.us/webinar/register/WN_V3o9DGTOQGO65LppdUVZkA#/registration

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