Dear Investors and Shareholders,
The re-election of President Trump heralds a new chapter for technological innovation, especially in Artificial Intelligence, with positive implications for Codeifai’s (ASX CDE) future growth and market position. Under the Trump administration, we anticipate a policy environment that not only aligns with but actively enhances our strategic initiatives in authentication, and in the AI sector.
Tech Sector and AI Impact
President-elect Trump’s administration is set to:
Move away from the increased regulatory scrutiny on tech companies seen under the Biden administration, instead promoting rapid advancement in AI. This shift will:
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- Make CDE’s product offerings in the AI sector more relevant and vital.
- Potentially increase the sector’s size manifold, offering a vast market for our innovations.
CDE’s Strategic Positioning:
Innovation and Expansion: Trump’s pro-AI policies are expected to inject significant capital into R&D, directly benefiting our expansion plans. This environment is ideal for introducing our proposed AI-enhanced products, which are strategically designed for this growth-oriented phase.
Regulatory Environment:
- The anticipated review or repeal of the Biden AI Executive Order could mean fewer regulatory constraints, thus accelerating innovation.
- The potential closure of the US AI Safety Institute might lessen the burden of compliance, fostering an environment where innovation thrives, particularly for nimble companies like CDE.
AI Development:
- CDE is uniquely positioned to develop a large language model (LLM) leveraging the data from QR code scans and short URL interactions; note, social media platforms such as X (formally Twitter) and Truth Social are key market drivers for ConnectQR’s short URL product offering, enhancing our ConnectQR platform’s revenue opportunities.
Tariffs and Trade:
- Despite Trump’s proposed tariffs on physical imports, CDE’s digital-first strategy for ConnectQR, ProtectCode, and BrandReporter means our products are not subject to these trade barriers. Our technology’s digital nature positions us favourably in this new trade landscape.
Market Expansion: The Trump administration’s approach to business and trade is expected to foster an environment where competition thrives, significantly boosting the relevance and necessity of CDE’s business model.
This strategic alignment with the new administration’s policies not only positions us to capitalise on these opportunities but also reinforces our commitment to innovation and growth in the AI and tech sectors. We are excited about the future prospects and are prepared to leverage these policy shifts to drive our company forward.
We look forward to navigating this dynamic environment with your continued support, ensuring CDE remains at the forefront of technological advancement.
John Houston
CEO, Executive Chairman