I assume those estimates are for current margins? So if I were considering whether to do earning to give, I should use lower estimates for how much risk reduction my money could buy, given that EA has billions to be spent already and due to diminishing returns your estimates would look much worse after those had been spent?
I assume those estimates are for current margins? So if I were considering whether to do earning to give, I should use lower estimates for how much risk reduction my money could buy, given that EA has billions to be spent already and due to diminishing returns your estimates would look much worse after those had been spent?
Yes it’s about marginal willingness to spend, not an assessment of absolute impact so far.