Comment by dvogel

Oxide doesn't have the same type of capex opportunities that Amazon had. Amazon had a massive physical footprint to build. Oxide contracts with other companies to produce the actual boards. Most of the inventory of components they have are held in their contractor facilities. So they don't have extra warehouses to build. They could change course and adopt more in-house production. However, I think doing that during the sale of their first model would be unwise.