Spoondoolies hardware might be marginally better, but the business model is different from AM.
We shouldn't really be scared of other competitors out there, those playing a price war or only pursuing a more efficient product are destined to fail in the long run. The real game is owning the market, and for that there are many more tricks in the bag to accomplish so.
In fact AM is way ahead of the game since day one, first as a public mining farm, secondly pushing immersion cooling, thirdly as a franchise, foruthly as a chip supplier with key partnerships. It is this vision what makes AM an outstanding contender, and it is way more threatening when you realize how well capitalized is this company to do whatever they want.
It is key for a CEO to know when to hold his horses and when to pivot its business model, and that is something that Friedcat seems to be quite competent at its assessment.
I don't know if you guys realized that Friedcat is playing an asymmetric warfare here, not only decentralized mining farms with its franchises, but also decentralized the production of hardware by getting solid partnerships such as Rockminer's.
AM goal seems to be to eventually become the OEM of asic miners.
It is not Spoondolies vs. AM.
It is Spondoolies against all AM partners out there inundating the market with AM hardware.
So what if Friedcat ends up partnering up with more hardware manufacturers, it will be funny to see how Bitfury, AntMiner, Spoondolies, BFL perform fighting against a constellation of AM partners.
Especially if the ratio ends up favoring towards the AM gang... And we might already be getting there.
AM is in a completely different league.
The battle of the hashrates is insignificant against the war of owning the marketshare.
Geeks can't survive it unless you have a clear business sense.
PS: those mocking us regarding to "imaginary dividends". Let me tell you that AM ROI was beyond 1000% IN BITCOINS, so multiply that by the 200% appreciation of the bitcoin price during that period, and that's only in dividends. Anything extra I might get now, it is just money falling from the skies for me.
Well put