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Im not going to get into a technical discussion. All 3 companies pretty much do the same things.
GCP usually build their own Ai now after swallowing up an Ai lab years ago. Microsoft have been the most aggressive of buying seed Ai firms for the past 5 years.
However buys them isnt really what i care about. All i know is if they mature their algorithm and prove it works, it wont be pharmas buying this company it will be a tech firm with a lot bigger wallets.
Have a good weekend mate
"I do think AWS, GCP or Azure will buy companies like DMTR other than pharmas. "
AWS, Azure no.
GCP yes.
"Also to run the tech stack on either cloud with AWS, Azure or GCP i would suggest they would be paying in excess of 200,000 a month at the maturing stage. (2,400,000)"
Again AWS and Azure are a bad fit here. Azure is just not a good choice for this type of stack. AWS will ramp up those costs very quickly.
Maybe excitement are too strong a word, but the point still stands.
Im confused.
Wheres my excitement for AWS?
I knew this board would start going bonkers soon enough
I took a small position, I would have taken a larger one but put off by potential cash raise at the moment.
Alexa, I think your excitement over AWS is misplaced, it's useful because it means you don't need a full time system admin early on when scaling up and can meet demand, but it comes at a premium. Its utility is overblown and amazon generally don't go around buying up their customers. I would rather they were on google.
What's the point of your posts? Are you one of these sad individuals that likes to give people abuse for having a different opinion to you?
OK mate.... I see this price as a bargain considering the tech and already established partnerships.
Point is, it may be a good stock but the entry point isn't now for me.
Filter me or don't filter me, gl.
I read it, it read like "between the lines we are possibly well funded and possibly going to benefit from covid."
Judging by the reaction to the results its not just me that think's its underwhelming.
Jesus - Read the RNS!!!