All 3 of them on the show have done 3 mins of cursory research and think they can make a call on this. They basically know next to nothing about the intricacies of the company, it's industry and the landscape among other things (no mention of VA or DOD deals). Not worth the podcast it's record in.
One of them did not their previous negative sentiment on PME when it early it is commercialisation - and basically acknowledge they got it wrong. That's all we need to know about how credible their words are.
Research, page-1528
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