This interview is INCREDIBLY bullish & full of alpha. I converted the video to text then ran thru Fable to parse the best parts: 💡>10% of LPTH business is from @anduriltech 💡Approx 30% of existing revenue is from counter-UAS systems 💡Limited domestic competition in optical assemblies makes @lightpathtech more akin to a critical enabling supplier than another drone manufacturer 💡When asked about Pentagon / Office of Strategic Capital-type funding, Rubin said: “We're definitely going to have something coming.” He described multiple discussions and multiple potential vehicles — a loan, equity investment, or grant — adding: “I'm pretty sure… there's going to be something. I can't share what, but there will be.” 🥂Ty to @michaelsikand & @skrubin for the interview(CryptoCondom)