Great overview from Tony.

Really interesting company I had honestly never heard of before today.

They seem to be right at the inflection point of being profitable & cash flow positive. Their competitive advantage is in a much better place than I first assumed after reading their materials, and the global use case could have some ridiculous scale.

Balance sheet is really tidy, for a company that is currently not profitable or cash flow positive, they have a healthy cash balance and no debt (!!). Even the finer points of AR / AP both going down, when both income and expenses have gone up are generally good signs from an operational standpoint.

If they can get a few wins from their pipeline, with increased income at higher margins, this one could prove fruitful.

Have opened a small Strawman position, will watch closely and consider adding to my RL portfolio.

Just a quick reminder that our meeting with the CEO and co-founder of AI-Media Tony Abrahams is starting now.

(head over to the Meetings page to watch)