Yes you’re spot on. While they do have a team looking at further uses at would be disastrous for them to lose focus. It’s critical they enact their scaling strategy and not get distracted.
Once they are cash positive and have inertia with their global expansion then they should be able to allocate funding for RnD organically. This doesn’t mean they won’t have future concepts scribbled down but not going to happen anytime in the next 5 years imo.
One thing that I think is a great positive is that the board and management team are focussed on a specific strategy which is keeping all their fish swimming in the same direction. If you compare to, say Tesla, you can see how chopping about in direction is really causing issues across the board.
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