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I said see a path to $100m, please read my post. If they were...

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    I said see a path to $100m, please read my post.

    If they were generating $100m and had a path to $500m and dreams on top of that they could be worth $5B or more. But that's a couple of very big hills away. They've barely started their journey but their share price is still a long way ahead.

    The announcements of $3m month, $4m month etc are going to need to keep coming thick and fast. And that's revenue, it will be instructive to see the margin they're making at scale (and yes I expect the gross margin to be excellent).
 
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