Listening to JF talk to investors it was clear he is NOT the right guy for the job, and neither are any of the Silicon Valley JF hires, including DF who continually tries to paint himself as the next CEO.
The guy is still talking like AV for the general public as a paid subscription is just around the corner, when that myth has been debunked and disproved by true experts.
He is also still talking like there are not already proven business software running on tablets/phones by multiple companies that businesses currently use for tracking their fleets. Why in the world would customers want to tie their business to their vehicles?, and one brand of vehicle at that? Makes zero fiscal sense. $250-$1000 for a portal device that can be used anywhere (including inside customers homes) vs $60k - $150k vehicle.
And what’s up with the BOD? How can seasoned business-people fall for and approve all these hare brained schemes?
@vpb+1l3mwCzw said it perfectly.