RE: Gem find4 May 2024 13:04
In my (rather long) experience in tech investing, that type of expectations never worked. It is extremely difficult to time the take up of a distruptive technology. There are factors that only insiders of a specific application / sector can understand. Lastly, everybody spoke about fully autonomous cars. It was all done and set by 2025, with Apple, Tesla and Google lined up. And you could find thousands of super convincing videos on social networks. How did it end up ? Nowhere. Abandoned. The focus is now on semi-autonomous cars, sensing interiors etc... So as obvious as it may seem, saying ZOO will be swiped away by AI is in fact a very bold statement unless you work in this industry. Furthermore, even if you hold that position, timing the shift is even more challenging while there is a high likelihood that the company will regain the revenue it had before the strike, which will command an easy x3 within one year from now, imo.