"Launch sales of hardware doesn't often correlate to the lifetime sales. Some systems have had incredible early sales but later fell off, while others started slow and became huge hits later."
When I talk anecdotally to CEOs, I say things like, 'Well, jeez, is the uncertainty over tariffs looking like it's gonna be a big drag?' And they're saying things like, 'No, in terms of production, we're getting as much onshore as we can.'