sinzone

software is becoming like the fashion industry. you go to Prada vs Hermess because you think one does better shoes and the other better bags. But is not because neither could do better shoes or bad it isb ecause your mind positioning is set.

Software. everyone can do it now. but you still buy lets say Crowdstrike for security, because is in your brain for years as security software.

The Apple of Servers cloud. Fully vertically integrated.

The was a way to get AHEAD of time. The bank regulatory [Liquidity Coverage Ratio] should have never been pushed to $250B in Deposits threshold.

It was at $50B for a reason since 2008. But Trump administration lifted to $250B in 2018.