I’d like to rely on the mis-pricing hypothesis too to get me out of this quagmire - hopefully we’ll have a market moving announcement that validates the collective views of this thread - am trying to think if the market a higher run-rate of validated NEW leads given our quarterly burn rate? (so far we really only have VP-001 that’s concrete)
Trying not to cross promote, but the small IMU team (10-20% size of PYC) and what they’ve achieved is a worthy case study to learn from on what’s possible in 12 months as they demonstrate: - a very high speed of platform execution and scaling - high run rate / new lead generation per quarterly burn - expanding the horizon to 3 years makes their returns even more impressive
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