Friday, June 30, 2023 5:25:54 PM
Lab expansion seems front and center right now. KCCO in his “What’s next?” dealt with many of the immediate ongoing technical challenges. These are important immediate time consumers. Not being technical, I prefer to leave them in the hands of whoever is running the lab and Dr. Zyskind (and hopefully his newly trained assistants “extenders” that you propose.)
I’m a long term investor and would like to imagine the company as it is evolving between the 2024ASM and the 2025 ASM.
Thinking positively, if we begin by assuming that some or many of the commercial goals mentioned in Lewrock’s recent post 146535 are realized, then the possible positive scenarios ending at 2025 ASM become legion.
Imagining relentless successful penetration of the data center and telecommunication markets leaves us with Lebby and the word “Ubiquity.” Your post on catalysts listed a wide variety of markets and opportunities. If we have not figured out a way to clone Lebby by then, how do we best structure the personnel to achieve a positive start toward Ubiquity?
Maybe we sell off the data center business and use the shelf to organize a business to deal with all the other markets??? Too many other positive possibilities. It makes my head ache.
You mentioned Zyskind “extenders.” How and what kind of Lebby “extenders” can and should be created? Is Ubiquity a possible goal for one leader?
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