Cook Doctrine’s remedy: floods don’t change architectures
· asymco.com
An Office Hours question asked by Craig D., July 31, 2026. Q: Cook's moat was built by being the biggest buyer in a market where consumer electronics set the bid; hyperscalers set it now. Is he handing Ternus a structurally diminished asset — and does an engineer CEO help or hurt when the binding constraint…
An Office Hours question asked by Craig D., July 31, 2026.
Q: Cook’s moat was built by being the biggest buyer in a market where consumer electronics set the...