Post by
PackerBoy on Oct 12, 2021 1:40pm
Story vs. Reality
Right now we are buying a story or a promise. As soon as they prove the model and get one sale under their belts then it is no longer a story, but an actual business.
Valuation is fair with the story and actions taken, but if we don't see a sale in the next 6-9 months, the story loses credibility, and the valuation will adjust accordingly.
This is still an interesting story and I'm holding my posiiton.
Comment by
AUborealis on Oct 12, 2021 2:06pm
Patents and Qualcomm and Arm and NVIDIA Jetson say 'More than just a story'. More like a 'Work in Progress'. And a 'Unicorn in the making'.