May. 13 at 4:27 PM
$GPRO What I’ll be watching closely is whether Nick Woodman sells GoPro as a complete package including the hardware business, AI training data archive, patents, and ecosystem or whether he decides to separate and monetize the AI training dataset independently. For me, that is a critical factor.
Nick has historically been very creative when it comes to tax and corporate structuring decisions. Just look at the 2017 tax filing situation. If the company is sold as a fully integrated entity, I would expect a significant shareholder revaluation, because the strategic value of the combined hardware platform, intellectual property, subscriber ecosystem, and massive AI-ready video database could justify a much higher acquisition premium.
However, if the AI training database is carved out and sold separately, while shareholders are left primarily with the hardware business, that could materially reduce the value ultimately realized by common shareholders.
