"Will the revenues show up fast enough to keep funding the CapEx cycle, or is there going to be a dislocation between CapEx and outcomes? The telecom industry is very used to this. They used to spend billions building 3G, 4G, and 5G, and the rewards would come later. We're going through a compressed version where CapEx and revenue have to show up pretty close to each other because the numbers are just too big to be funded by speculators for long periods of time." @nikesharora Do you believe…