@kentwillard to us, it’s “unfair” competition, but only because we rely on our producers gaining pricing power to recoup cap costs. which means we *cheer* capacity constraints as “rational”, “efficient” when in real terms, more capacity is always better than less. it’s our model, our expectations, that are dumb, inefficient, counter to competition and ultimately innovation. (that last claim would be heavily contested, but i’m glad to defend it.)