Great Analysis Berocca.
Why cannot the company put some narrative together to explain that to us common folk and the rest of the market?
IMO too many engineers and not enough sales personnel.
Com'on TNG you have to create the narrative and sell it to the world!
e.g. When I was in the IT space IBM became the largest IT Coy in the world.
Not on the the back of their tech. On the back of them selling the story...
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