I was observing Weebit Nano for quite some time and was reading a lot of quality posts from
@Surfguy and
@Harmattom. I learned a lot from both posters, especially as the wrote a lot of good posts based on (life) experience. I would like to name the S-curve theory posted by
@Surfguy quite a few times, amongst other things, regarding a disruptive product/technology and the resulting consequences. Very informative. What a pity that they do not contribute here anymore. However, I can understand why, as a lot of posters do not deserve a (wee)bit of attention
in here.
Regarding the question of
@sikadeer, why I have invested in Weebit Nano: This is because of the people running the business. I think it is not common to have such an experienced and knowledgeable BOD in a start-up. I have asked myself quite a few times why do such skilled people come together working in a start-up. Why I do not have the answer of course, I guess it is because they are on to something.
Besides that, the product and market are important as well. @Surguy wrote a post about it what to look out for in a disruptive company. As far as I can summarize it correctly, it is mainly (people-product-market) without going to deep into details. The quality of the people is outstanding, the technology is highly disruptive, and there is a market for it. Last year TSMC shifted the focus to RRAM. This was a huge sign for me where the market will shift in the future. Together with the signing of Onsemi recently and the Investor Presentation (the box with 25 IDMs/FABs is a great hint), I started to invest in Weebit.
While I do not have the in-detail knowledge like
@Flectional or
@eltr0n, I do understand the business model, the technology, and I enjoy reading their quality contribution to the community.
I will only contribute if I can add something of substance and value, unlike many other posters in here.
Thank you for welcoming me to the Weebit community.
Have a great start to the week!
(20min delay)