VirTra Inc (VTSI)

[sharpchicity]

It seems like they will still be limited to pre-recorded, branching-like scenarios, right? I can't fathom that this visual acuity will translate to AI/ML rendering of the same characters responding to interactions on the fly like a video game can do. If it did, why wouldn't the same work for CGI?

So what does this mean as far as the business goes? Does the software get sold separately into existing simulators as an upsell? Do they start selling headsets and not care about the fact that weapons still can't integrate (or can they, they just haven't announced it?)? The PR didn't talk about how the business grows beyond "Exceptional training content is a key differentiator and compelling reason for so many customers to buy simulators from VirTra." They already had the best software on the market, so curious how much this increases their market penetration.

Maybe i'm overthinking all of this though... On the plus side, maybe we'll see OPEX drop back down to the $2.5m / q range and we'll get back to making a non-negligible profit once earnings ramp in Q4