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Re: x993231 post# 117978

Friday, 10/07/2022 10:29:20 AM

Friday, October 07, 2022 10:29:20 AM

Post# of 196801
Wow, that was sharp listening X!!
After listening a few times to Lebby's presentation it starts to resonate a bit.

In Lebby's presentation and predictions about 'Volume scale with silicon foundries with timelines' there is no mentioning of the other verticals.
When you look at the 5 min mark, he's is indeed talking about the other vertical markets with huge opportunities.
"But we are a small company, he says, and want to nail the big markets in green. We have lots of interest from customers in these industries!! These markets will help us to become ubiquitous!!......."
--> But no focus he says, and on his presentation sheet no mentioning in his timelines....
Would he be so smart to set out different verticals where the 'sales' will be done sooner than we think by third parties, other than foundries? Is that possible?
How does that work?
Let's say when he makes a deal with tesla, who is going to produce those modulators specificly for lidar? That must also be a foundry isn't it?
Could you elaborate on this?

Thanks for all your incredible help to all the longs here to keep learning and understanding X, daily i do appreciate a lot.
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