Thanks for the interview strawman. This was one of the reasons I joined strawman, getting some questions on AIM answered (top 3 position for me) so thanks.

My takeaways were that:

• LEXI AI is confirmed to do video search and is narrower in scope than I thought (a good thing and more achievable)
• Pleased to see that culture/alignment of staff is top of mind
• Downplay of FY26 results (aligns with mine and others valuation guesses)
• LEXI voice still big uncertainty, investment in customer acquisition required
• Timing of the focus on investor relations still doesn't make sense to me but the theory that it was about raising capital for acquisition was quashed when he said no acquisitions (different to earlier comments)
• Focus on upping liquidity now still strange to me even after explaination

If voice doesn't work, you can bet a new plan will be rolled out before it is clear that is not working, Tony is a fast mover. Must keep a clear thesis to not be too swept up in Tony's enthusiasm.

You did well @Strawman, thank you for the meeting! Certainly with Tony, you didnt get a much of a word in… ha ha ha Good of him to make the time and to be so open with our community though. Was great to see the hardware and to hear about what’s ahead for AIM and us investors:)

Discl: Held IRL 4.96% and in SM

Great summaries of the meeting and a great meeting - (original smart arse comment on @Strawman- deleted - ) ...!

I took away additional points in 2 areas, both subtle, but adds to my high conviction on AIM:

Encoders

The show-and-tell of the encoders was a huge bonus.

• The job of the encoder is to (1) stop 99% of the bandwidth from flowing through (2) let through the isolated and uncompressed audio (3) strip out the background noise, so that the translation and captioning can be done on the most precise and cleanest voice signal - If we get the crowd noise, makes it more difficult to caption and translate
• When you are doing live, if you are closest to the source, you can deliver things the quickest
• Brand new Lexi Voice encoder, to be launched in April 2026, specifically for Lexi Voice, can do 4 channels of Lexi Voice at once - a more premium product, can do 5 different language inputs, English being the 6th input - say for the UN, 6 UN languages, 1 box - this is to “embed the brand new service”
• "English to Spanish latency is now 5 seconds, from 8 seconds, BEFORE the Lexi Voice encoders" - very positive technical news

This increased understanding of the encoders and the launch of a souped up Lexi Voice encoder gives me increased technical confidence that latency improvements are possible, further tightening the technical moat.

Company Culture

• From an IT organisation perspective, I appreciated the 3 key company values and the order in which they are stated - (1) Truth (2) Precision (3) Accountability - you always want these 3 values but it takes a lot to embed this culture, especially “Truth”.
• “Commitment to meeting the customers on their own time zone” - no question, Tony is on to this like his life depended on it.

This augurs well from an investor standpoint as Tony will no doubt hold himself to this same standard when dealing externally.

Tony undoubtedly has an infectious and enthused style but also plenty of skin in the game and seemingly endless commitment to the cause.

With these kind of people its important to always check that they execute on the things they say- i think Tony has done that well to date. Im backing him to grow this company and its my largest real life position and looking to add more over the next 12 months (i still think a pull back is possible given FY26 revenues are likely to fall and lexi voice revenue is unlikely to be meaningful until FY27)