That was brilliant presentation. Ken comes across as being very honest (almost to a fault)... for example, when asked about TSMC, he said we've never had issues getting chips produced as the 28Nm form factor isn't in huge demand from auto manufacturers right now. So his closing lines were really rather powerful, when juxtaposed with his honest replies to questions : " I think we'll be valued at a few billion USD, a couple years from now". He also closed with a comment about looking at recent take over valuations to get an idea of what we should be worth at the moment.
2021 BRN Discussion, page-26587
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