RE: StockBox Interview8 Apr 2025 11:33
Where you can just download this thing and use it yourself. This is where the partnership opportunity is so exciting because we're moving into this bespoke, more enterprise sales opportunity. What that does is it leads to much bigger deals, 5 and 6 figure style deals, and the margin is still great because we have the underlying tool that's already been built. But there's a more consultative sales approach and what we're seeing in that is a much more delighted customer and I think it can scale through partners as I already suggested.
Interviewer: That makes sense. I remember we talked about the SaaS model. I was going to ask you that, but you've cleared that up quite well there. So that makes a lot more sense going through partnerships for a bespoke solution. So you are revenue generating at the moment?
Jonathan Bixby: We are absolutely.
Interviewer: In terms of targets, metrics, growth plans, how you can measure yourself. What do the next sort of 3, 6 months look like?
Jonathan Bixby: More partners, more clients. So we are obviously just listed on the LSE as a new technology company, so we don't put out projections, because we are too early in that phase. We are going to update the market on a quarterly basis on some of the metrics that we care about, which are users, tasks, revenue, and we'll start to do that very shortly. And the ultimate reality is that we are in, I think the largest growth market in technology I've ever seen. I've been through web 1.0, 2.0, 3.0, and I've never seen anything like AI and you talk about these huge numbers and billions and trillions. I can't even keep track anymore. So, what I've seen is every company we talk to has an AI Task Force, is AI curious and is spending budget. And I've never been in an opportunity where it's literally 100% of every company is saying “If I don't do this, I'm gonna get left out.” And guess what? They don't really know what to do.
Interviewer: Yeah, they don't know what to do. I think that's the thing. You don't know the scope. But yeah, you can't talk about forward-looking statements, but we will talk about that when we can or targets, but you're basically saying, grow users, grow tasks, grow revenue. Is that effectively what you're saying?
Jonathan Bixby: Grow, grow a great company and then coming back to it, grow a company where the valuation to get in as an investor, isn't NVIDIA and isn't Microsoft or Facebook, right? You can ride this wave with us through what I think is a huge growth market.
Interviewer: Well, talking just finishing off and riding that wave, the general AI space, I mean, yes, NVIDIA blowing off top there, fears of a bubble or you just think it's getting started and then just thinking about the MUST shareholders. You obviously feel this is, how would this be a much better opportunity for those guys to perhaps have been legacy shareholders in that shell?
Jonathan Bixby: Yeah, absolutely. So, I usually use a baseball analogy but for Briti
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