Damo4
Regular
Hi Toasty,Ten year horizon, yeah me too. Difference is I've already been in 8 years and heard management make many statements (J-curve sales, explosion of sales, watch the financials, etc.) that have not resulted in any demonstrable commercial progress............
Would you consider the lack of continuous IP sales as the cause of those unkept promises?
Would you also lay the blame solely on management, or does the excuses of headwinds soften the blow?
Finally would you be more content if they hadn't made any predictions at all? Would the 8 year wait be ok if they said they are still building an ecosystem and left it at that?
I only ask, as it appears they have modified their plan as they encountered these headwinds. It doesn't sound like there plan was to focus on bolstering partnerships, patents, collaborations etc. They also didn't account for the economic headwinds, rightly or wrongly. What was chips, became IP only and now it's a hybrid model with the money still on IP but using chips to grow the customer base.
The lack of IP sales is definitely a measure of commercial success, or lack thereof, but I do think there's lot of success in other ways that may have laid a solid foundation for when the mainstream market decide to take edge Ai seriously.