Jan. 12 at 3:14 PM
$GNSS Algorhythm Holdings Inc gets a material quality upgrade from enterprise validation, because it attacks the single biggest microcap bear case: “nobody serious will use it.” You referenced Apollo Tyres as a ~
$5B-revenue global partner, and that’s not a casual name drop in logistics software. Enterprise partners don’t integrate systems that don’t pay back quickly, and they don’t keep platforms in workflows unless the tool is saving money or improving utilization in a measurable way. With your modeled run-rate ~
$8–
$13M against a ~
$3M market cap, the market is essentially saying either the revenue isn’t durable or it doesn’t matter. Enterprise usage flips that script because it raises switching costs and increases the odds of expansions over time, which is how small platforms become “sticky” infrastructure rather than a one-off pilot that fades
