The language in this report does not feel as upbeat as previous ones. No mention of unicorn or decacorn from Matt anymore.
It has been 03 quarters with Cash receipts in the 400k range (exclude the late payment last Q)
Con note terms is quite beneficial to note holders, especially the ceiling 0.17
Everything is on Google Channel now.
Reminds me of Dragontail, swallowed up by its biggest client (Pizzahut) at a disappointed price, never lived up to its potential.
It could very well happen with Google if AV1 shows any serious traction.
I have sold out a while ago, but still keep a close watch.
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