@CKCapitalxx Even you said the 4-5 b revenue will be in a few years time so you don't think the current price fully justified its current state?
If this runs to 100B cap this year, then isn't the market front running it too much?
@alc2022 What gemini said
"While data generation costs approach near-zero marginal cost in silico or in vitro (in the lab), clinical development costs do not scale like software. Phase II and III human trials require physical clinical sites, patient monitoring, and years of execution.
@BlackScholesMan 3 potential risks by ai
CapEx: If scaling the 3D-printing experiences manufacturing failures, margins will suffer.
Concentration:"satellite taxi" is heavily concentrated so customers wield pricing power,
Substitution: potential risk of deep-tech developing better materials
@RosannaInvests This is the risk of $fsly according to gemini
- High Infrastructure Costs: Fastly require massive capital expenditures to build and maintain data centers.
- Intense Competition: Competing against AWS, Azure, Google Cloud etc limits its ability to expand margins.