concerning the lack of progress - Rohan for the first time last month mentioned that a number of competitors (USA I presume) operating in stealth mode.
I am speculating PYC is now more focused on patent claims then presentations, and not giving any more clues/intentions away. I’m guessing the information dam has been put on purpose, and our actions/announcements will be more strategic/focused without broadcast in the lead up. Kills the prospect of new buyers until the news break day unfortunately.
Sahm gave many a good presentation both to industry and finance, but I felt at times they could easily copy our approach/wording/lead indications. I learnt a lot from those decks/pitches, but sometimes felt they were giving a lot of nuggets away.
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(20min delay)