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Sameer Wasson

Sameer Wasson

Aug 14, 2026

1:34
Um, can you give us a clue, just set the scene, like how are you positioning the new MiPC?
1:40
Yeah, Sally.
1:40
So first of all, um, as always, happy to be back talking to you.
1:44
Um, positioning on MiPC honestly hasn't really changed significantly since we last spoke.
1:50
I think the, the probability of our success has significantly gone up given we are on a, on a, on a platform which allows us to operate at scale.
2:00
So I think, look, when we, when we last spoke, right, um, uh, if you remember, we had...
2:05
We had said, look, MiPC was going to focus on, um, physical AI.

20 MINS LATER

22:38
Um, okay, so for the new MIPS-GF Arc combo, um, who do you actually compete with? Who does MIPS compete with or not compete with? And what are your competitive advantages as part of this combination?

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