Quit whining about the DT.It was
- clunky,
- only two settings: 1x or 10x zoomed - no gradation funxtion for 2x, 3x, 4x, etc.
- insufficient 'hood' shielding for daylight viewing of the screen
I would have preferred a monocular that fit tight to the eye, with a gradual zoom function.
In fact I could even imagine a headband with a monocle eyepiece, that swivelled out of the way, and that the image would be bluetoothed to it.
If you wanted to share the pic later then you could let someone wear the headband and replay the images.
Or even build in the capacity to have a second headband/monocle for your travelling companion that you could share with in real time.
That being said, the onslaught of COVID in the Fall of 2019 within China (we'll never know the true magnitude of how bad it was then...or subsequently) derailed any 'new' manufacturing that may have been lined up at the time.
It was a 'force majeure' for want of a better term.
The serendipity of having ALIIS fall into our lap, 'Thank you, Thank you, Thank you, Kevin", will, in my opinion, take us further than any DT 'gadget'.
As for devlopment timelines of the tech, it was apparent to me, when the announcement to 'siliconize ALIIS' was made, that one should alter their investment thesis and timeline by adding 18-24 months to the potential roll out phase of the tech.
Anyone familiar with 'siliconizing' new tech would have been aware of this timeframe.
A rule of thumb to developing anything new or 'disruptive' or 'step-change' in the tech world (and business in general for that matter) is to double the time and expense and effort from the original estimate to get a more realistic measure of what it may take to see the final product.
This is especially true today because of the pandemic.
By now you should al be aware of the significant slowdown in major industries, like car manufacturers, due to te shortage of 'chips' to fulfill demand.
It came about as a combination of sharply reduced demand in the first 3-4 months of 2020, stale recovery during the rest of the year, and consequent scaling back by chip manufacturers amidst the uncertainty, followed now by a sharp rebound in demand.
The 'lack of chip manufacturing capacity, and backlogs' now has to be factored into the equation for NXO.
They don't operate in a vacum, and aren't immune to the circumstances being experienced by all tech participants in the marketplace.
And they are a newcomer, not a GM, or a VW that have 'front of the line' status with the component manufacturers.
But these are business problems, which are solvable, and given the experience that RG has under his belt, I have every faith that he will guide NXO to a succesful conclusion.
He didn't get knocked out because of the tech wreck of 2000, survived in business through Sept. 11, and the 2008-9 meltdown, and the 2012 slide.
He adjusted and adapted.
Either you trust that he will do so again with NXO...or you don't.
If you don't...then move on down the road.
You may limp a bit at first from the knock on the shins that you got here,
but eventually the bruise will heal.
Keep it simple.
Re-asses daily, re-allocate if necessary.
Being 'frozen on a stick' (in a stock) is not an investment approach.
BWDIK
Signed: Mr. Still Going Sideways (sort of)