Quoted from DS_Nadine:
Nah, you just can't or don't want to follow it.
It’s because you’re working backwards to justify their choices now.
It’d be one thing to say they’ve pivoted multiple times, but to think they’re sticking to some master plan flies in the face of logic.
I don’t even necessarily disagree that they should ramp up slow. But that was clearly never the intention and their plans have drastically changed to meet a particular reality. (One that’s probably still distorted but at least more realistic than it was the past few years)
This is where they have stumbled into. They’ve made some good and bad choices the last few months. But what they do in general makes little sense.