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Hopefully he has the means to defend these ones more assertively.
Just saw this. Please summarize the content of the discussion.
So far no response from info@tautachrome.
Thanks.
Hi mascale,
how do I get such investor emails? Is there a way to subscribe?
Cheers
Not sure if you view this as positive or not. Positive in the sense that geolocated AR will get more traction as a result? Or negative in that more comparable products can nibble at market share?
So far they haven't shown much appetite for defending any of the patents, so one more leaves me relatively indifferent. There does seem to be a bit more volume lately though, which I suppose relates to technical analysis, as I suggested.
What has changed about the sentiment of the stock? I don't remember you ever being so sanguine about TTCM. What is driving this turnaround in your perspective?
Is this strictly a pivot based on technical analysis?
Interesting post. Do you think that this privacy functionality will be a revenue driver? Any evidence of it so far?
That doesn't seem like much, especially if the Board targets $3 to be able to sell their shares.
I suppose a buyout is possible, but I'd like that to happen later rather than sooner, if revenues ramp up this year. Speculate on the offer?
Perhaps so, but the bottom is still inching up. It tends to move up in large increments, and then MMs will beat on it, until it floats up again, like a pinata filled with helium.
Did someone give Red Bull to my TTCM? Any explanations out there?
I can see AR glasses potentiating Arknet more than any phone. The whole point is to exploit Augmented Reality by overlaying a physical view. So many of these seem to be coming out. https://www.wareable.com/ar/the-best-smartglasses-google-glass-and-the-rest
I was a software engineer at various points of my career, before I became a prof. I get your point. It's a lot of code potentially. This stock is not for the faint of heart.
It's an encouraging development for sure. The medical education market is a very interesting one. I like the idea that students and instructors could share and update the same medical image or anatomical model, and all share a comparable perspective at the view evolves.
As I told DLM today on Twitter, there is a lot of challenges in doing this successfully, in that a typical MRI or CT image is 256^3 or 512^3 voxels, which works out to 100m voxels or more in the case of the larger images. They need to develop tricks to manipulate that much information, with the spatial and time resolution they want in geolocated AR. What is the AR going to use then: volume rendering? 2D rasterization whose choice of slice - coronal, axial, sagittal, or oblique - results in 3D data manipulation that needs to fly? Remember, these are radiologists, so the fidelity of the visualization must meet high standards in depicting subtle pathologies.
In some ways, it remains geolocated AR, and they can repurpose a lot of what they are already developing. However, it will test their networking capabilities for sure, especially if there are several campuses all doing this at once. They may want to invest in massive GPU clusters for this kind of challenge, and high-performance software that enables CPUs to talk to GPUs highly efficiently.
But then, if they do solve this convincingly, they can apply what they learn here to anything a business wants to visualize, and it will seem like a piece of cake. It will seem like going from a pole vault to jumping over a hurdle from a 110 meter race.
For what it's worth, this could have interesting implications for first responders as well, making patient care more collaborative, especially if portable CT scanners and ultrasound scanners become more commonplace. They could get ER doctors participating more in what goes on in the ambulance, making trauma cases better stabilized before they get to the hospital.
There are redundant portions of that text that make my eyes bleed. As if written by a bot, or alternately, a human writer who does not care enough to recheck the text.
It could very well be that BU or MGH is sitting on a pile of money from donors that will be applied to something like this. They would typically just need to give a compelling presentation to a Board of Visitors, and ask for money needed to implement it, in exchange for a promise of sharing the loot in the future. This need not be an NIH R01. Believe me, the former option is a lot easier than the competitive landscape at NIH. I've gotten funding that way myself, and it probably saved my tenure.
Much depends on how much effort they need to expend to achieve the radiological integration. If the two view it as low-hanging fruit, based on what they have already for mainstream commercial applications, it need not add that much work technically (the AR challenge stays the same, but they may need software tools to visualize 3D medical images - volume rendering or 2D rasterization in any of 3 orthogonal or oblique directions - all available in open source). There is also a benefit to taking it on early, if they are worried that Apple could quickly ramp up its AR effort, offering an opportunity for more patent land mines.
It could therefore be a case of the early bird getting the worm, rather than the dog chasing too many rabbits.
I saw MGH and Harvard in there, but not BU, although it's not inconceivable that someone from BU is involved. However, based on my contacts at MGH, they tend to be affiliated with Harvard, not BU.
Hope you're right MM. That would put their market cap in the $ 10s of b's, especially in F100. Hell, Facebook is at 46, at around $800b. An outrageous development like that would result in $200 shares, making me a billionaire with just one stock. Unbelievable lottery ticket.
Very sober, yet encouraging, post PV. It's a historically brutal economy indeed. That virus is proving difficult to exterminate though. There isn't widespread willingness to shutdown in a manner necessary, unlike NZ or Germany. The US is one of the few countries to politicize virus response, and epidemiology doesn't care about politics. Meanwhile, I hope that Tautachrome can become cashflow-positive sooner rather than later.
There seem to be a few of us around, Roadster. I'm an ODU prof.
So will I. I'm not settling for chump change.
What about end of next year?
I don't know about Amazon and Walmart. How do you make a case to small businesses for enabling them to compete with behemoths, if in the end you sell out to one of these? It leads to a conflict of some kind that might erode trust on the part of small businesses.
But your point is valid in that I could see these companies having an interest in Tautachrome.
How much would you think is fair Skiluc (fair = equates with future value based on a global market)? In the $1 range, $10 range, $50, $100?
... More?
(Given that there might be 3-4 viable buyers... Yes, Apple, but also, Google, Microsoft, possibly Intel since they are big-time invested in range-sensing... That's 4 right there. Possibly Facebook as well, which would make 5.)
A lot of these apps have a vast proportion of customers who use their services for free. Indeed, they can be monetized with advertizing, but if Arknet has a greater proportion of customers who pay to use (be visible), that approach has to be accounted differently.
Also, another difference here is the barriers to entry, in particular the patents and the head-start. WhatsApp and Facebook have substitutes out there; Arknet doesn't and may not for a while in patent-protected descriptive geolocated AR. Their head-start may also lead to more applications (verticals) and more patents, further populating their minefield.
That said, I agree that we need to pump the brakes for now.
And then $10, if everything goes right... E.g. they put together a lucrative healthcare use-case for AR, like patient info for first responders.
And that's before the buyout.
It's a marathon with a lot of embedded sprints!
Otherwise, this runner is being held back by institutionalized resistance, and is not going to make any distance without powering forward.
Excellent chart. Crush 'em!
Hi Pepsi, can you post a link or a screenshot? I cannot see the features that you are mentioning. I would like to follow your thinking.
Greed is starting to beat back fear and manipulation.
Interesting development if true.
Any idea if this is a recent post? If not, it would tend to degrade its value, no?
Regarding "teleportation" and real-time 3D teleconferencing, I've come to the conclusion that I'd been looking at it in an oversimplified way. I found some info on Intel's RealSense website (google "Intel® RealSenseā¢ Multiple Camera White paper"), in support of its new range-sensors https://www.intelrealsense.com/skeleton-tracking/#Products, which gives some how-tos on setting up multiple range-sensors in a room, which is of great interest to me professionally.
Once you do the proper setup, you can capture 3D surfaces dynamically, producing not just a static 3D surface, but in fact a time-series of surfaces, which anyone can view in VR but also in AR as well. With this kind of setup, you could synthetically teleport real-time-synchronized 4D models of a number of actors from anywhere, and have every participant view the others overlaid on the former's physical background.
In turn, this might make Intel one of the most suitable potential deep-pocketed acquirers.
Hopefully this potential acquisition turns into a 2-3 horse race.
Teleporting could mean reverse engineering with range-sensing at one end, transferring the surface model, triangulated and corrected for consistency and watertightness, to an online repository, and sent anywhere in the world for 3D printing, based on a G-code produced from the watertight polygonal surface.
It's a funky, Star-Trekky way to pitch it.
I agree with this take. As I tweeted recently, TTCM's strategy should be to not appear too keen for a buyout, but keep pushing its mission, making itself attractive by revenue growth & technologies to all buyers: Apple, Microsoft, Google, Amazon, or other comparable behemoth, rather than beholden to Apple by a premature contact with it. My way, there is a price to pay for Apple to sit back, throw money at AR, & try to catch up, especially if one of the other companies pony up and snatch it from under its nose. Also, this is the best way to get a bidding war going; appealing to Apple directly pretty much precludes such a bidding war.
Not in 18 months, in the absence of buyout. Maybe in 4-5 years, with revenues utterly exploding.
Hopefully we can snag some early adopters, at least to the tune of $2.5m for 2020, as promised by DLM. Ideally, TTCM obliterates that number and curbstomps the shorts.
Excellent news, Marauder. As I mentioned recently, there needs to be significant revenue so that the $2.5m claim of DLM for 2020 revenue avails itself to be overdelivered. If we get that, I believe that we will get traction in share price and some sense that this thing could snowball.