This makes perfect sense and explains the no revenues directly attributed to poet as a company sicne it is spx making the sales. This the price we pay for having a partner who is paying the bills. 

AI Is poets revenue. That i can see more clearly now. China is not poets direct revenue but will still be a big win down the road...i assume after 1 year so early 2025?

The US market seems very hard to penetrate forpoet since there are many competitors that have invested lots of time and money in their own solutions. So long as C.ai pans out todays share price will be but a distant nightmare. Eventually there will be winners in this space and if poet has the best widget we will take market share but it will take time. 

The hardest part of being an investor in poet is understanding how long the journey is. Its a big blue ocean we have tried to cross.

GG - no dry powder sadly