Great Execution!Since I've been following DM, I've been listening closely to Marshall. He's acknowleged that the Covid test kits kind of fell into their lap and decided to take advantage of the opportunity to generate profits to fund the AI side of their business. A great strategy to grow the business without dilution in my opinion. To be dissappointed in falling AI revenue is an unreal shareholder expectation. Countries and Comanpnies have been hit with incredibly high costs to get Covid 19 undercontrol so why would anyone be surprised that there was less money to spend on utilizing AI in any country or business. I think it was a very smart move to pivot and take advantage the massive sales and profits test kits provided. Not to mention their contribution to help get this pandemic under control. If you have any dissapointment at all in DM's performance, it is your lack of due dilligence that has caused it not DM's lack of execution. They have done exactly as they said they would due. And to massive reward I might add.
Marshall has indicated in his last Agoracom interview that the AI business is starting to pick up and that they'll have some annoucements about it in the very near future. He also indicated that the Covid test kit business is still very strong so you may as well resign yourself to the fact that AI revenue will grow but test kits will grow more and will be more revenue than AI by many fold. And, sorry to disappoint you, but the test kits will provide huge profits; likely in Q2 and Q3. Well have to see what he says about Q4 when we get a little closer.
Marshall is one the the most Credible CEO's I've seen and will take DM to the moon. It will happen much sooner if people would do their research, judge DM base on DM's excution of DM's goals and objective not some unknow objective of a few shareholders.