Since we’re all just speculating here anyway because of the lack of announcements…and even dragging ChatGPT into it…I figured I’d go ahead and ask a question myself.


“Okay, let’s spin a plausible scenario based on what we already know about BrainChip, Akida, and its partners and licensees. When you follow the chain step by step, you start to see how Akida could spread across entire value chains.
It begins with partners like Renesas, Edge Impulse, Prophesee, and Valeo. Renesas can embed Akida directly into their MCUs and SoCs, which are already shipped in millions of devices for automotive, IoT, and industrial control. Edge Impulse makes Akida available as a standard option for developers training and deploying models worldwide—think of it like an app store effect for AI. Prophesee integrates Akida into their event-based cameras, opening doors for drones, security, and AR/VR. And Tier-1 suppliers like Valeo can push Akida into automotive use cases such as driver monitoring, sensor fusion, and predictive maintenance.
Now look at their customers. A Renesas client, for example Toyota, VW, or Tesla, could adopt Akida-enabled chips in ECUs—meaning millions of cars per year. An Edge Impulse customer building wearables could launch a smartwatch with ultra-efficient on-device speech or health monitoring. A Prophesee client like Sony, Bosch, or a drone manufacturer could embed Akida into their camera modules—spreading the technology into consumer and industrial markets.
Once it starts, it triggers a chain reaction. If Toyota integrates Akida-based chips, suppliers like Bosch or Continental will be under pressure to follow with compatible systems. If a smartwatch maker delivers Akida-powered features, giants like Apple and Samsung may need to respond. And if drones with Akida+Prophesee become standard in logistics (Amazon, DHL), defense, or agriculture, adoption cascades across entire industries.
That’s how, within a few years, you could find Akida everywhere:
• in the car (driver monitoring, radar/lidar sensor fusion, predictive maintenance)
• in the home (smart home devices, IoT sensors, security cameras)
• on the body (wearables, health sensors, even medical implants)
• in the sky (drones, satellites, AR/VR headsets with eye-tracking)
• in industry (robotics, quality control, predictive maintenance).
The key point: BrainChip doesn’t have to sell into every single market directly. Through partners and licensees, Akida can scale into millions—and potentially billions—of devices. That’s the leverage built into this business model, and why the real impact might be far larger than many investors currently imagine.”