Lex555
Regular
So FF are you saying the $70bn TAM is for edge AI royalties and not total chip value, as I think that would be for chip value, which we’re not producing so it makes sense to multiply by 5% royalty to get $3.5bn revenue for 100% of market.I think you need to consider AKIDA is a semiconductor then consider the following:
“The global automotive semiconductor market size was US$ 40.1 billion in 2021. The global automotive semiconductor market is forecast to grow to US$ 68.1 billion by 2030 by growing at a compound annual growth rate (CAGR) of 6.5% during the forecast period from 2022 to 2030.18 Apr 2022
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You are looking at TAM if you applied TAM to install motor vehicles it would be much more than 68 billion which is just for the semiconductors which AKIDA is going to replace.
You are taking the total cost of the vacuum cleaner and applying your discount to arrive at the value of the semiconductors. This discount has already been done.
Hope this assists.
My opinion only DYOR
FF
AKIDA BALLISTA
70% share is $2.45bn which at a Price to Sales of 15 (similar to nvidia) is $37bn USD MC.
A$21.70 per share