Whole industry pushed a bogus narrative that there was a 'race' that obviously they were winning and ended up des…

Whole industry pushed a bogus narrative that there was a 'race' that obviously they were winning and ended up destroying their economics while enriching their suppliers
Ranked #79 on backlist 2026-06-25 (25 Jun 2026 UTC) · by (Chairlift Capital) ·

How it ranks: Backlist reads my Twitter/X timeline, scores every tweet for substance with an LLM rubric (not engagement), and publishes the daily top picks with a one-line takeaway. Curated by Surya Dantuluri.