David starts talking about potential revenue numbers and honestly, the numbers are mind boggling
The AWS deal potentially brings us to 5m small businesses globally, and around 700,000 in Australia. Say if we get 1% of that business, with the minimum spend of $12,000 that would be recurring revenue of $600m, increase the average spend and we are talking telephone book numbers. What about all the other partnerships and those coming up in addition also.
Time will tell but if this penetrates the market we could be looking at the next Afterpay of the ASX. Afterpay was on 1bn revenue when it had a valuation of $28bn.
A quick check with chatgpt shows
Overall AI Sector: The median revenue multiple for AI companies is approximately 29.7x,
I think we are onto a monster - a shame the loose stock that came with the placement, but maybe it brings about an opportunity
DAI Price at posting:
51.0¢ Sentiment: Buy Disclosure: Held
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AI) | Webinar with David Brudenell | 11/04/25
(20min delay)