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I spoke to the Cool Weave CEO last night and I basically put to him that all of the people in this ecosystem are writing checks they can't cash. The demand is there, but their ability to pay for it, the infrastructure needs to be built. Maybe it's not.And you make a really smart case on just how wide some of the losses are with all the spending as as much as they have momentum and what they're doing and what they're in financial terms is called is counterparty risk, that if you are selling, if you are build ...