Brainchip Podcasts, Interviews and Presentations

[gex]

Great podcast with so much enthusiasm. Loving it.

 

[Damo4]

Webcasts - The Wall Street Resource

For notifications of upcoming webcasts Soluna Holdings, Inc. (SLNH) The Company designs, develops, and operates digital infrastructure that transforms surplus…

thewallstreetresource.com

 

[Mazewolf]

hmm motivated by competition and winning...
....and the tech.

What is the biggest 'arena' for tech companies? What 'screams winning' for US tech companies?

The Nasdaq.

So I wonder how a new competitive tech CEO feels about Nasdaq listing....
...my guess is his main sub/conscious driver.

 

[Realinfo]

I think this is a massive and exciting change in company direction.

I feel that whilst PVDM was a good stand in while he needed to be, and he didn't do any harm in the role; we didn't progress with any real pace or sense of urgency. I think Sean's desire to move faster and win is a massive positive.

I also like that Rob Telson was feeling the pressure on himself. I reckon he would be the kinda guy to be driven and motivated by that pressure, so I'm looking forward to see what he can do.

You are spot on Fox.

As I suggested earlier today, IMO deals are coming too slowly. Our new CEO clearly enunciated the need for urgency. We can talk about how far we lead the competition, but things move fast in the tech world. We can all talk the talk, but the company must now walk the walk. There must be a far greater sense of urgency within the company…it must go hard and fast to spread the Akida word, and secure as many deals as it can in the shortest possible time.

Simply said…it’s a matter of ‘fox on the run’.

 

[SebThatGermanChap]

Can't see this having been posted here, but I've only had a guys look. Also not sure if it's been posted previously in HC, and not going to trawl through there. This is a couple weeks old, but I seem to remember the first of their podcasts was pretty good. Just started listening to this now.

 

[7SOL]

You are spot on Fox.

As I suggested earlier today, IMO deals are coming too slowly. Our new CEO clearly enunciated the need for urgency. We can talk about how far we lead the competition, but things move fast in the tech world. We can all talk the talk, but the company must now walk the walk. There must be a far greater sense of urgency within the company…it must go hard and fast to spread the Akida word, and secure as many deals as it can in the shortest possible time.

Simply said…it’s a matter of ‘fox on the run’.

Both good posts. During the quiet periods in 2021 some folks on the HC forum were almost grand standing saying brn will do deals when it’s good and ready? An advantage is only an advantage if you use it. Sean obviously doesn’t want this advantage squandered.

 

[Dr E Brown]

Having listened to both podcasts today, I would want to work for that guy. He makes a very compelling case and is clearly driven.
Looking for negatives - the biggest issue we seem to have is a lack of visibility in the mainstream. I think this is borne out when every piece on AI references Loihi and Truenorth. More visibility will drive interest and sp increase in its own right.
Positively many mentions by other posters, with customer, government and interested/testing company all in the plural. The big win is an expectation of revenue this year.
Exciting times ahead

 

[SERA2g]

Webcasts - The Wall Street Resource

For notifications of upcoming webcasts Soluna Holdings, Inc. (SLNH) The Company designs, develops, and operates digital infrastructure that transforms surplus…

thewallstreetresource.com

View attachment 631

I'm listening to the Wall Street Journal webcast now - I can't get over how unprepared the interviewer was - pretty piss poor effort.

His questions are fairly disjointed from what Sean is saying so it seems as though he might have been given questions in advance.

To me, it seems like he's reading those questions for the very first time.

Overall though, Sean was fantastic and the areas he covered off on were great. Really pleased with Sean's performance in this webcast!

 

[JK200SX]

From the 18min 20 second mark of the interview, Sean says,
"There is literally nothing quite like this in the market today. It is that transformational that we're out there to do that, and some of the most forward thinking companies in the world and governments are looking at this and testing it. and trying it and in some cases buying it.

 

[AKIDA8]

https://brainchipinc.com/episode-13-a-discussion-with-ceo-sean-hehir/

 

[SERA2g]

Hi Sera2g
Please listen to this again - an absolute gem of an interview-
this shows Sean’s class to be able to sell something - and answer with an outstanding answer and outshine an average interview-

https://thewallstreetresource.com/webcasts

Sean Hehir shows why he is the CEO, and can bring a positive out of an average question -
yes the questions were “ average“ and there was no missing a beat of an opportunity to explain the benefits of Akida -

Akida Ballista

Hi mate

Not sure if you misunderstood my post?

I thought the interview was excellent and Sean was fantastic.

I was just noting that the interviewer from the Wall Street Journal was very average.

Cheers

 

[Easytiger]

I disagree. I think Sean's comment that we haven't done a great job getting the word out was a bit of a nugget. Sounds like we'll get lots more communication from the company this year. More news? More advertisements? Who knows what this will look like, but I reckon it will help the shareprice and screw the shorters.

Sean keen for Announcements

 

[Easytiger]

Right people right place right time

 

[dippY22]

I think this is a massive and exciting change in company direction.

I feel that whilst PVDM was a good stand in while he needed to be, and he didn't do any harm in the role; we didn't progress with any real pace or sense of urgency. I think Sean's desire to move faster and win is a massive positive.

I also like that Rob Telson was feeling the pressure on himself. I reckon he would be the kinda guy to be driven and motivated by that pressure, so I'm looking forward to see what he can do.

Brainchip is now a sales driven company. Sales is a really tough career and most people cannot do it, at least at a high level. To be really successful top sales people need to sell, not just because they are intrinsically motivated, but because they need to eat. That is because of lucrative incentives (or comissions) attached to sales. Being driven and motivated is a given in high level tech sales.

These IP sales that Brainchip wants are not transactional and signed off on at the mid management level. Instead they are company moving strategies that no doubt, in my mind at least, will involve the buy-in and signing off of at the highest levels of a customers executive suite.

My guess is that any salary attached to Rob's job is meager. But he will make out like a bandit when he sells because the significant comissions he will make will be motivation enough. Rob knows that Sean knows how the sales game is played at this level. And if Rob somehow cannot seal the deal(s) then Sean will find someone who can. Because if the Akida technology is as innovative and ground breaking as everyone including me believes it is it (selling and then closing the deal) should be easy enough to do.

Rob, who has great platform skills and seems comfortable talking to people at all levels including influencers and decision makers, gives every indication that he is the man for the job. Yes, he definately feels the pressure on him to deliver the sales. But the rest of the company should also feel pressure, the pressure to give Rob the product(s) and tech he needs to make Akida indispensable to customers, him well off and Brainchip very successful.

Regards, dippY

 

[Fact Finder]

Brainchip is now a sales driven company. Sales is a really tough career and most people cannot do it, at least at a high level. To be really successful top sales people need to sell, not just because they are intrinsically motivated, but because they need to eat. That is because of lucrative incentives (or comissions) attached to sales. Being driven and motivated is a given in high level tech sales.

These IP sales that Brainchip wants are not transactional and signed off on at the mid management level. Instead they are company moving strategies that no doubt, in my mind at least, will involve the buy-in and signing off of at the highest levels of a customers executive suite.

My guess is that any salary attached to Rob's job is meager. But he will make out like a bandit when he sells because the significant comissions he will make will be motivation enough. Rob knows that Sean knows how the sales game is played at this level. And if Rob somehow cannot seal the deal(s) then Sean will find someone who can. Because if the Akida technology is as innovative and ground breaking as everyone including me believes it is it (selling and then closing the deal) should be easy enough to do.

Rob, who has great platform skills and seems comfortable talking to people at all levels including influencers and decision makers, gives every indication that he is the man for the job. Yes, he definately feels the pressure on him to deliver the sales. But the rest of the company should also feel pressure, the pressure to give Rob the product(s) and tech he needs to make Akida indispensable to customers, him well off and Brainchip very successful.

Regards, dippY

Hi dippY
I agree with your ideas but I think this type of sales success is going to be difficult for shareholders to judge given the ASX disclosure requirements.

If you or I were wanting to steal a lead over the competition by adopting AKIDA we would not want our competitors to know so we are going to take the Renesas or MegaChips route so Brainchip does not have to disclose.

So while Rob and Sean may be popping corks on champagne bottles at the office there will only be crickets turning up at the ASX.

The only place we as shareholders will see these deals is in ramping up of revenue in the 4C which Sean Hehir has said is going to happen this year.

WE MIGHT get lucky if a company like Mercedes makes its own disclosure but otherwise I don’t know we will have much to assess performance on other than income.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Filobeddo]

A couple of items mentioned by Sean in the interview wall street resource which got my attention

Mechanical monitoring on locomotives, think I’ve heard this specifically mentioned before so would assume this and other industrial condition monitoring applications are getting a lot of interest

The other mention that was good to hear was that interest is being shown for application of Akida in drones

 

[Fact Finder]

A couple of mentioned by Sean in the interview wall street resource which got my attention

Mechanical monitoring on locomotives, think I’ve heard this specifically mentioned before so would assume this and other industrial condition monitoring applications are getting a lot of interest

The other mention that was good to hear was that interest is being shown for application of Akida in drones

Hi Filo
This drone reference fits in with comments by former CEO Mr Dinardo mid 2020 (not last year as I said in another post) that someone was looking at AKIDA for search and rescue disaster recovery work.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Filobeddo]

Hi Filo
This drone reference fits in with comments by former CEO Mr Dinardo mid 2020 (not last year as I said in another post) that someone was looking at AKIDA for search and rescue disaster recovery work.

My opinion only DYOR
FF

AKIDA BALLISTA

Hey FF , wasn’t aware of that, search and rescue is a great potential application. Have thought about the potential application of Akida in the cameras on police choppers for instance every time I hear one buzz our area. If the cameras were ‘smarter’ in detecting & tracking the target then they would probably have to spend less time in the air and we then can get a bit more sleep Lol

Sean’s comment did get my interest as I‘m personally hoping that the retail drone manufacturers would see the potential of Akida to make their drones ‘smarter’ and then BRN open up a big IP revenue stream

 

[dippY22]

Hi dippY
I agree with your ideas but I think this type of sales success is going to be difficult for shareholders to judge given the ASX disclosure requirements.

If you or I were wanting to steal a lead over the competition by adopting AKIDA we would not want our competitors to know so we are going to take the Renesas or MegaChips route so Brainchip does not have to disclose.

So while Rob and Sean may be popping corks on champagne bottles at the office there will only be crickets turning up at the ASX.

The only place we as shareholders will see these deals is in ramping up of revenue in the 4C which Sean Hehir has said is going to happen this year.

WE MIGHT get lucky if a company like Mercedes makes its own disclosure but otherwise I don’t know we will have much to assess performance on other than income.

My opinion only DYOR
FF

AKIDA BALLISTA

TOTALLY agree. I never meant to imply the actual sales would be publicized. Of course the revenue will tell all. Thanks for clarifying.

 

[GrandRhino]

That was a great interview (Wall St) with Sean.

Regarding Sean's mention of revenue, I didn't understand it as being revenue ramping up or "explosive revenue" like some of you have. I have full confidence in Sean and PVDM, not trying to discount what they have said at all, but I'm struggling to understand how we can come to that conclusion from what Sean said in this interview.

Couldn't Sean's mention of revenue be referring to PCIe boards, MegaChips fees, EAP payments? Maybe I have missed why we can expect more than that?

Other than that confusion, I love the interview! So much confidence and it's interesting to hear directly from Sean about what direction he's focusing on.