Right tone and information at the right time.
For those invested in the long term, a great presentation.
Foe those hoping for revenue in the next few months, not so much.
Personally, I like the big thinking and the 'building the foundations' approach - nothing else will work in this space.
Two things we need to understand...
1. AI is NOT going away - it will be big. As big as the internet if not much bigger.
2. BRN has world class highly competitive technology
And, we have to be realistic about how long it takes to develop new tech, both from BRN perspective but also from customers looking to apply the technology. Nothing big was ever built over night.
Just my opinion.
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