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> That's a big lead time, no matter how much money you throw at the problem.

Counterexample: PlayStation's lead time over the XBox, and how Microsoft threw a lot of money to catch up.

You're not wrong, but Microsoft was in a position where they could invest over a period of _many_ years, if not a bit more than a decade, to get to a point of 53% market share. I don't think fb/meta has that kind of time - Microsoft was able to do all that while their core business (selling licenses to enterprise customers) either held steady or grew.

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