investor

“Second, investors don't properly value platforms because they don't give assigned value to the correlated option value of one program that becomes de-risked based on three other programs, and so you don't get the credit And you get the deduction because it's n…”

“I think investors and companies got very excited and put a lot of money into these categories, and we're kind of in the trough of disillusionment for some of them now.”

“That's what if I'm an investor, and you know, we speak to investors all the time, that's what they are looking for, that hey, would this, will AI re-accelerate this company's growth? And unless you show re-acceleration, they are going to say, okay, maybe I'm n…”