spozzie: am not down on akp; simply trying to bring a balanced...

spozzie: am not down on akp; simply trying to bring a balanced view to the forum. There is no quick way to gain traction in those “addressable” markets, only a long runway with many headwinds. Addressable markets do not cut it for founders; they look for revenue runways and given limited capacities at Tower we can’t measure revenue in the billions yet. This company is not like Afterpay which did not require building a totally novel chip so costs still need to be discovered. I’m thinking another 12-18 months for SP to hang around sub-billion dollar cap.