GazDix
Regular
Hi all, just starting a new thread for any discussion AXE related. To kick things off, here is a comparison between AXE and BRN:
I hold both.
I see different time horizons for both technologies and there is no need to see them in competition in any way. The quantum revolution is still a few years away, but neuromorphic AI on the edge is now or will start to grow in big way very soon. AXE are still getting their patents across the line, when BRN has a commercial chip ready to go. AXE are still exploring its use cases.
Both companies have:
1. Product USP. BRN has Edge on learning on chip. The most efficient. AXE has the first small chip (see details in previous announcements) that can process qubits at room temperature.
2. Very talented managers and leadership team. I am very impressed by PVDM and Rob Telson at BRN and of course MC at Archer. Remarkable men who are also business savvy as well as tech savvy.
3. Both growing and go-getters. I find many companies are reliant on macro-factors going their way. I think of mining companies and waiting for institutional investors and mining licenses to be granted. AXE and BRN deal with ground breaking technologies so are not reliant.
4. Have very strong partnerships. AXE has IBM and BRN has Socionext (and therefore TSMC) as just one example.
As an investment, they both still stand as great investments IMO, but the wait just has to be longer for AXE for potential returns. That being said, AXE's SOI is much smaller than BRN's so the SP can move faster and be more volatile as we have seen here in the last few years,
I hold both.
I see different time horizons for both technologies and there is no need to see them in competition in any way. The quantum revolution is still a few years away, but neuromorphic AI on the edge is now or will start to grow in big way very soon. AXE are still getting their patents across the line, when BRN has a commercial chip ready to go. AXE are still exploring its use cases.
Both companies have:
1. Product USP. BRN has Edge on learning on chip. The most efficient. AXE has the first small chip (see details in previous announcements) that can process qubits at room temperature.
2. Very talented managers and leadership team. I am very impressed by PVDM and Rob Telson at BRN and of course MC at Archer. Remarkable men who are also business savvy as well as tech savvy.
3. Both growing and go-getters. I find many companies are reliant on macro-factors going their way. I think of mining companies and waiting for institutional investors and mining licenses to be granted. AXE and BRN deal with ground breaking technologies so are not reliant.
4. Have very strong partnerships. AXE has IBM and BRN has Socionext (and therefore TSMC) as just one example.
As an investment, they both still stand as great investments IMO, but the wait just has to be longer for AXE for potential returns. That being said, AXE's SOI is much smaller than BRN's so the SP can move faster and be more volatile as we have seen here in the last few years,