It will be very tough for every AI captioning service without some kind of differentiated edge and 10x as hard to human captioning services. That's because AI captioning is a commodity; it's very easy to build a world class captioning service on top of Azure AI Speech / AWS Transribe / GCP Speech-To-Text and the like. AIM's differentiated offering is the hardware/software caption encoders and the cloud platform (iCap) which allows them to offer a complete vertically integrated captioning service.
Subly doesn't do any of that, so I don't see them as direct competition.
To understand this investment case, is to understand why AIM's customers choose them.
PS - Subly also doesn't do live captioning which is 90% of AIM's business currently. Makes them doubly irrelevant as a comp.
It will be very tough for every AI captioning service without...
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add AIM (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
82.0¢ |
Change
-0.040(4.65%) |
Mkt cap ! $171.2M | |||
| Open | High | Low | Value | Volume |
| 86.0¢ | 86.0¢ | 80.5¢ | $344.1K | 419.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 15744 | 81.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 82.5¢ | 1000 | 1 |
View Market Depth
| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| AIM (ASX) Chart |