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What I'm trying to say is that the supply is constrained, not the demand. And the supply of factories themselves are constrained as well. So they need to build more factories, which they are doing at an impressive pace. And for building factories it's similarly not the land or the money or the red tape that's the issue. It's the time to build a factory that's the limiting factor.


I interviewed for a contractor involved in building factories for Novo Nordisk. The timelines sounded insanely ambitious.




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