That’s a fair call to say it will take a longer amount of time. Antonio said many times it wasn’t unusual for partners to take 1-2 years in basic, standardised chip designs.
Therefore it’s not ridiculous to suggest that with Gen 2 available in Oct 2023, it could be well into 2026 before any partners to become customers.
The real hope for revenue traction may be from Megachips and their sub licensee customers.. Add Edge Impulse, VVDN and a few others that appear to be more advanced..
Still, the public market doesn’t have the patience that long term investors have and the wild fluctuations continue.
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That’s a fair call to say it will take a longer amount of time....
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