The speaker is interested in industry-level financial models, which they consider modelable but probably less verifiable than single-company models because supply-and-demand assumptions across the supply chain lack fixed rules.

“So like I honestly I'd be curious to see if you guys come up with an industry model rather than a single company model, uh, because, uh, that is a e-eminently also modelable task that is probably way less verifiable 'cause there's no rules around like what assumptions you make around, uh, the demand and supply of various parts of the supply chain.”