Tim Foote at Wolfe Conference. Here is the game changing notion that puts so many pieces together over the last 3 years,...... including the spike that coincided with the meem hysteria.
1: Here is Tim Foote at Wolfe Conference:
Tim Foote Well, I'd say, it's important to note that it's a royalty per instance of the operating system. So if there's multiple modules within the vehicle, that's using QNX and they're all individual.
2: what is the only thing tbat could have possibly crashed the insane PPS accretion that was hugely speculated in early 2021,....... a chip shortage...... a module crisis.......... we were about to pop and instead of 10 modules per car we were reduced to 1 or 2. ......... times up in my view. And while the world looks at ivy,..... Im seeing that qnx has a nearly unlimited 1 time licensing fee on a single car for every single module.
Very bullish 2023 and beyond as the chip shortage unwinds.