> I always give side eye to the accounting that considers lost sales opportunities to be losses.
That's a perfectly valid but also somewhat trivial point. Some number has to be assigned as human nature requires it.
Maybe the best representation of the situation is to present it as a question. When fabs cost $xx billion and take almost a decade to reach fruition from R&D to the point where they start shipping a viable product, if you were able to shave two to four years off that process, what does that number look like to you?
That's a perfectly valid but also somewhat trivial point. Some number has to be assigned as human nature requires it.
Maybe the best representation of the situation is to present it as a question. When fabs cost $xx billion and take almost a decade to reach fruition from R&D to the point where they start shipping a viable product, if you were able to shave two to four years off that process, what does that number look like to you?