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![CMDarnton Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1936166431378300928.png) Christian Darnton [@CMDarnton](/creator/twitter/CMDarnton) on x 5597 followers
Created: 2025-07-24 13:26:57 UTC

But let’s be honest:

Execution has been shaky.

Management isn’t as clear or urgent as they should be.
Investor comms feel cautious.

And AR, while visionary, remains speculative.

They’ve had the scale for years — and still haven’t fully monetized it.


XXX engagements

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**Related Topics**
[comms](/topic/comms)
[investment](/topic/investment)

[Post Link](https://x.com/CMDarnton/status/1948374346176590075)