Hi Hoppy,
Unfortunately, I only know as much as everyone else here, which seems to be...not bloody much.
I feel like a bit of a goose because I seem to have started this whole debate of biblical proportions because I was trying to make a much simpler point, namely that none of us know what RTX (or anyone else for that matter) would actually be paying per chip. Although we've seen the slide that references a $4ā$50 price per chip (volume dependent) range, we donāt actually know what āvolumeā means in BrainChip world or where on that sliding scale a customer would sit.
So, my comment was about
revenue uncertainty. But somehow, I know not how, it has apparently become incumbent upon me to explain the history of semiconductor costings and the empirical and ethical virtues of variable cost versus fixed cost allocations and how this does or doesn't tie in with the huge sum of money Jeff Bezos recently spent on the Melanoma documentary. I have no insight into any of those matters, sadly.
The truth is, I donāt know anything worth reporting other than the fact Iām about to top up another glass of vino before Iām asked to produce a wafer yield sensitivity spreadsheet.
Cheers!