Being 9 months behind takes about 3 years to close, analyst Matt Sheehan argues

nitarshan · x · 2026-11-12

Matt Sheehan replies to Kevin Xu on the '6 or 9 months behind' framing: it's plausible to be 9 months behind today, but closing that gap takes roughly 3 years.

The key point: distance behind and time to catch up are different things—the latter is far larger because the leader keeps moving forward.

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