ndefries
Regular
this is true, but!!! We do go off what our leadership team say in interviews and there has definately been wording used by Peter around 'explosive growth' which if i was not mistaken was reference to late 2022. So there is room to be confident about 2023 quarterly reports that are issued.I agree that we need to temper expectations, more around how quickly the revenue will ramp up imo; i.e. the royalties may start at a trickle and steadily pick up.. Renesas aside I think some of the other EAPs may have been developing products with our IP inside as early as May 2019 - which puts them at almost the production stage by now if not in the first half of 2023. As an addendum to my confidence in this I recall that when the Akida architecture was first released in 2018, BrainChip talked about the input some companies had had with respect to requesting modifications in further development of the architecture and that they were accepting their input for possible improvements. So definitely some companies have been there a while.
Jt
i am not complaining. Everything BRN is doing is spot on. We are connecting with every important part of the future AI eco-system and i am waiting for the day that announcements around Dell and Amazon arrive. If we can get some involvment in the cloud acceleration or sensor inerence and sending data back to cloud it will be game changing.
We have the comfort that our product has been so extensively tested and hearing Peter say that NASA is 'extremely happy' is very helpful to know as a shareholder.
I dont think our product is a nice to have in the future it will be critical to future product design. Just ask Nvisio!