It may be that we see the best qual-at-scale firms pivoting to synthetic as their model does a decent job of providing the inputs for the synthetic bridge I refer to above.
I've had inbound queries from several investment firms looking at the research space trying to understand if this is the future. This is what I've been telling them. I'm bullish on qual-at-scale in the long run. Bearish in the short term. On top of it all, there's too many firms competing to win the qual-at-scale race.
It may be that we see the best qual-at-scale firms pivoting to synthetic as their model does a decent job of providing the inputs for the synthetic bridge I refer to above.
I've had inbound queries from several investment firms looking at the research space trying to understand if this is the future. This is what I've been telling them. I'm bullish on qual-at-scale in the long run. Bearish in the short term. On top of it all, there's too many firms competing to win the qual-at-scale race.