Erik considers market-cornering generally unwise, while Modal is aggressively increasing capacity in line with demand growth and its target run rate for the end of next year.

“Like, and, and so, you know, I, I think we can certainly go out and, like, buy an insane amount of capacity right now and trying to just corner the market. But, you know... Do you know about the Hunt brothers? No.”

“It's like a legendary story in trading. They tried to corner the silver market. Mm. It failed spectacularly. Um, you know, so it's-- cornering the market, I, I think in general, like, it can be, um, not, not so good idea. Um, and... but, but we are in general very, very aggressive.”

“But, but we're, we're ramping up, you know, like, at a, at a aggressive plan that basically matches our demand growth and matches where we wanna try to get to at the end of next year in terms of run-runway or run rate, I mean.”