I think this year is the real inflection point and the acquisition has helped that. Even scaled up, the business should have minimal cash burn
Cannot image MS teams bothering with integration unless they see a market for it.
I do think its important to see some end commercial user cases - financial institutions etc.
As you can see with the likes of Z1P today - once growth is evident market will rerate.
Another good thing is even after the acquisition, cash levels are strong so market not cautious of future cap raisings.
