UNT 10.5% 1.7¢ unith ltd

Here's the thing @Lootscroll99Unith is currently the only...

  1. 17,417 Posts.
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    Here's the thing @Lootscroll99

    Unith is currently the only speculative stock exposure for anything within the ChatGPT realm.

    ChatGPT / AI is currently the biggest Tech Arm's race since the Internet was invented (Bill Gates quoted that)

    As you say, it may be easy for other companies to do what Unith has, but the fact remains, they haven't (on the asx) yet.

    Unith has been developing its talking head for years - so they have a huge head start AND they already have a Big 5 Tech company on the books.

    Yesterday, they released that they SUCCESSFULLY INTEGRATED CHATGPT in to their talking head - this was the eureka moment for investors imo

    So, what they are doing may not be technically overly impressive (taking your view); but no other asx company is doing it...

    And certainly no other ASX company is doing it with the backing (via a 2 year agreement) of a Big 5 Tech company

    https://hotcopper.com.au/data/attachments/5072/5072057-72f5c1e367d2ce2793050846677c8035.jpg


    There has been some speculation this company is Amazon (our customer). Via the linkedin "like" from a senior Amazon figure on one of Unith's posts and also it matches the Amazon CEO's vision that they partner with smaller AI companies to develop this segment for them.

    https://hotcopper.com.au/data/attachments/5072/5072059-a2b49404020774e5473f8c25c2545797.jpg

    https://hotcopper.com.au/data/attachments/5072/5072062-5393ae34dbea5e8771629c0eb9be0704.jpg


    (Assuming it's Amazon for a second); we are 5 months in to a 2 year contract which is expandable to significantly material figures over time. Given Microsoft & Google have poured (literally) BILLIONS in to the AI race already, what's to stop Amazon from just taking over UNT for a couple of hundred million dollars or so? It would be pocket change to them & a really big deal for us.

    At this end of the market, it's all about potential, blue sky & reading the tea leaves.

    UNT have lined up all the ducks, developed the front end, integrated ChatGPT in to the back end, Signed a Major Big 5 Tech company as a customer on a 2 year deal

    This is what makes is unique & for me, investable.
 
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