I liked it! ....... AI is in the midst of a "land grab" with investment predicted to show 50% compounded growth over the next 4 years to circa $60 bil... new money allows FGO to pull future planned projects to the present for parallel delivery..... "Brain in a box" sounds interesting in the context of mass market opportunities..... $10 mil is a drop in the ocean compared to the prize and I wouldn't be surprised to see more capital thrown at FGO by institutional investors in the near future.... OK, management didn't predict the interest in the business but I could think of worse situations to be in. Short term pain for long term gain? If you believe then current weakness is probably a buying opportunity...
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