@josiezayner Eh disagree - HTS in vitro data gen w/ AI feeding on it is happening, ginkgo datapoints (adme one released today is an example), terray, xtalpi, insilico med, etc.
@drewfallon12@MehtabKarta They also reveal some new cohort data in their deck: https://t.co/pirfizo9aO
And that $22M marketing spend was disclosed in the earnings call, can’t find a transcript tho..
@drewfallon12@MehtabKarta im assuming its by design. $22M on marketing is big, but if it gets you 20-30% growth, 64% gross margin and 79% sub rate, thats not bad burn. just depends if CAC holds and those quarterly subs renew.
@MehtabKarta@drewfallon12 EV of $70M for this growth and a 210M rev guidance is a discount indeed - seeing a ton of short activity around $18 (warrant prices), could be that + old holders rotating out…they spent 19M on buybacks to combat this..
This is part of the mind warp you sheep, you think a bunch of jeets is the cause of this? Its horrible economic policies over years and exortion level taxes and corruption/leakage at multiple levels in the gov’t, also the 1-2% of canadian leaving to the US and sparking the biggest market (AI + automation) in the history of the world, but we get nothing. And all those leaders and policy makers were jeets right? Conservatives are just as regarded and corrupt btw
@BitcoinAIGuy@KryptonCEO Cloud for what??? Who is honestly using some bitcoin miners software integrations when you have google, aws, etc offering the same