I've been looking at the bull case referred to by @reddogaustin and the CEO in the Eureka Report interview, and essentially it comes down to the value add of AI generating notes and action items from recordings of remote meetings.

Any value add from such a service is going to be heavily dependent on accuracy, because who is going to bother using a service where you need to go back to the audio/video data to check accuracy?

I suspect this accounts for a lot more of the cash burn than is being disclosed, because the technology clearly isn't there yet. 

I didn't realise Dubber was integrated into WebEx, the preferred platform for one of my large public sector employers. I (and all my colleagues) have been disabling the live transcribe feature because the accuracy is terrible, heavily dependent on how good the microphone is and how close to it the team member is, and whether they have an anglosphere accent. 

Dubber is essentially useless when perhaps 80% of your team have English as a second language, and you are relying on 5 year old audio technology because, well, it's the public service. 

I appreciate the argument that Dubber can automatically review the recording and improve the content, but to be frank, using it will rely on front end accuracy being near enough to perfect to convince a user to stump up the extra 'pocket money' (CEO's words, not mine) to make it worthwhile.

Conclusion: the technology isn't there yet, and whilst it might have been worthwhile in a loose money bull market to give the technology time to mature, serious questions remain re viability in the current market.

Disc: Held, but exiting for a loss.