Does anyone know what are the restrictions on movements for people over the US right now?
If they aren't significant, then this quarter needs to show some rapid growth.
As plough noted, something nearing 50% growth is necessary off this low base if the given reason for the poor performance (coronavirus) really is the most relevant reason. Remember, the most relevant risk factor in a new start-up is the market viability of the product. We need to know that it's the real deal and, right now, we sill have very limited understanding around the reality of this. Coronavirus has only served to confuse our understanding of this vital fact, piling onto the uncertainty, which is why we haven't participated in any post corona upswing.
