Who cares who has the better AI tech? We are a component...

Who cares who has the better AI tech? We are a component supplier to potentially all of them. Getting our tech into practical demonstration so people know its available and we can show the advantages is the key.

However, my primary concerns sits outside this at present. Where is our progress on discrete, with LETI etc? We had two cap raises where discrete was mentioned and I have seen very little from that since. Has the selector advanced at all, it was supposed to critical to our plans to scale?

If as we say, we are the next great NVM, then we need to make sure that we can take flash on in all quarters, even if it's to capture a market with special needs where flash struggles. Also, where are we at with Global Foundries and our efforts at scaling down? Realistically we are playing around at 120nm for auto and it isn't the only game. We tout getting over Flash disadvantages but seem stuck trying to land the high power circuit deals.

I also don't want to see us make mistakes like some of the forerunners to us did, such as Adesto, and stick solely to the embedded tack. As we've seen, that takes a long time and a parallel discrete path would minimise the risk of no uptake from fab customers for embedded. Also, its not like we are signing a fab a month here, it's a long time between signatures, then 2 years of mucking around, then you have to sell it the customers, then they have to design something with it, then you get products with it. And then it goes into a funk like Skywater.