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A $1 Dollar Stock in Multi-Trillion Dollar Market

12/15/2018 Anant Goel & Alan Kyle Goel

"Real billion dollar companies have trillion dollar market size; they are scalable and they leverage drivers of growth to go viral or global."

Over the last 20 years, I have been following this high-tech company that is now at the cusp of hyper growth in sales revenue and profitability. In the last year or so, all of the enabling technologies have come together to make mass production possible to meet global demand at a reasonable cost.

The Next Billion Dollar Idea is here…

Company: MicroVision [NASDAQ: MVIS]

Technology: Laser Beam Scanning [LBS] Display Engine, Interactive Display Engine, 3D Scanning, LIDAR 3-D Scanning, Augmented Reality (AR), Internet of Things, and broad base IP Portfolio for technology licensing.

What defines the billion dollar Idea

  • Trillion dollar size of the market for products and services.
  • The ability to scale product or service and deliver stated ROA, ROI, performance, quality, reliability, and safety.  [ROA: Return on Adoption]
  • The ability to leverage drivers of growth, such as, capital, energy, cheap labor, technology, other people’s time, or other people’s money to take it viral or go global.

In Summary

Real billion dollar ideas need trillion dollar market size, they should be scalable, and able to leverage drivers of growth to go viral or global.

Leverage and command over these drivers of growth are constantly changing; as technologies become democratized and use of energy and cheap labor becomes common place. When this happens, the playing field is leveled again and new markets or a new set of drivers of growth or new leveraged advantages must be found.

Those who understand and learn how to use capital, energy, cheap labor, technology, other people's time, other people's money combined with the power of business systems that deliver great value are the ones who create wealth. Once they get such formula correct, huge wealth comes from SCALING that value delivery to the masses at a global scale.

Today the power of leverage is found in many ways. Financial strategies, diverse technologies, business models, outsourcing, communications, web 2.0, social media, advertising, real estate, transportation, to name a few...

To become a billionaire… develop a billion dollar idea… and help a billion people on this planet of over 7 billion humans.

Multi-billion Dollar Markets

In addition to PicoP projection display MicroVision is targeting four noteworthy tech arrivals of the last few years that are gaining momentum, and are expected to experience extremely rapid growth in the next few years.

I believe 
MicroVision has keystone technology for all of them:

We suggest reading rest of this article to bring you up-to-date as part of your due diligence…

MicroVision achieved a profit in the 3rd quarter of 2018

Here's the full Q3 earnings conference call transcript... 

MicroVision (MVIS) CEO Perry Mulligan on Q3 2018 Results - Earnings Call Transcript 

To quote MicroVision CEO Perry Mulligan...  

"What a difference a year makes!

As I approach my first anniversary in this role, I am excited to share with you the progress we have made. We started off by telling you that we were targeting Tier 1 technology companies in five vertical markets. We said that by implementing Machine Intelligence in our sensors, we could provide edge computing capabilities on our devices, making it easier for our Tier 1 OEM customers to adopt our products into their large artificial intelligence platforms. Now as we near completing the first year of that journey, I am pleased to say the work we have done and the thought leadership we have shown has earned us the right to engage with leading OEMs in each one of these verticals. We remain committed to executing on this business plan focusing on these five vertical markets, namely, augmented or mixed reality, interactive display, Consumer LiDAR, Automotive LiDAR, and display-only products through our license partner.

I am proud of the achievements that we have made in both our core technology as well as the products we are targeting for customers. As previously shared, we are in the process of overhauling basically every component in our core technology, including our Digital, Analog and Time of Flight ASICs, our MEMS components and firmware, while developing our Machine Intelligence capabilities. These activities have allowed our products to evolve and enabled the ongoing discussions we are having with leading technology companies. Based on this successful volume of work, we believe we are positioned to potentially support the launch of three product families during the second half of 2019 which could position us to achieve profitability in late 2019. To support these product launches we are now working with our module manufacturing partner to be ready for our 2019 sales opportunities and to minimize the associated working capital requirements.

In short, we remain on track with our business plan to transform MicroVision from being a R&D company into a solutions provider - a solutions provider with innovative technology that could unlock significant value for Tier 1 technology customers and ultimately reward our shareholders."

A very encouraging earnings conference call and some exciting news expected prior to Q4, 2018.

Perry Mulligan & Sumit Sharma at Northland Capital Markets AI Series

Here are the key takeaways from yesterday's call on MVIS value proposition for AI at the Edge. 

  • MVIS offers two flavors of IoT modules, Interactive Projection and Consumer LIDAR. 
  • MVIS IoT modules are "Edge computers" designed to display, sense 3D space, provide inputs to the AI cloud service and perform local processing tasks that reduce the cost and latency of the AI service.
  • MVIS has a self-evident value proposition for world-leading AI companies (Amazon, Google, Samsung, etc) that MVIS' sensing and display system makes it easier to interact and therefore easier to transact. 
  • Transactions via AI assistance are the key to 'monetizing the AI platform' which is critically important due to huge and growing multi-billion dollar investments by these players. 
  • MVIS makes AI cloud services feel more 'magical' by reducing latency of responsiveness by a factor of 10-100x for certain interactions. 
  • MVIS has successfully passed these world leading companies' scrutiny of MVIS Operations, which was has been key to enabling their described current advanced "levels of conversations." 
  • These conversations involve seven-figure (1M+) and eight-figure (10M+) unit volumes, because that's how these world leading AI companies define success.
  • Unlike several years ago with green lasers, there are no problems with components in the supply chain that would gate MVIS from providing modules at the volumes being discussed (1-10M+ units). PM: "We are primed and ready to go".

The latest wave is the emergence of on-device artificial intelligence (AI). Instead of relying entirely on the cloud for AI insights, a new wave of specialized algorithms and chips is delivering deep insights wherever work is done. According to ABI Research, shipments of devices with edge AI capabilities will grow fifteen fold by 2023, to 1.2 billion units. The share of AI tasks that take place on edge devices instead of in the cloud will grow more than seven fold, from 6 percent in 2017 to 43 percent in 2023.

AI at the Edge is the next gold mine. 

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