Thanks
@JDelekto
This was on at 6.30 pm in my time zone so I was able to watch. My hurriedly scribled notes are as follows:
Technical
- Sean’s intro was similar to his recent interview on Pro... (can't remember full name…)
- He provided a good explanation of conventional vs Edge AI
- He explained neuromorphic computing well (using the example of a human recognising a face)
- Sean mentioned we have a solution to the global IOT power consumption problem
- He spoke about the importance of software automating conversion (perhaps
@uiux can elaborate on what that means)
- He talked about power saving being important for the world as well as particular use cases
Commercial
- Sean emphasised IP licensing for our revenue model – this brings revenue from multiple sources – royalties are “margin rich”.
- We have 15 EAP customers
- Renesas will build our IP into their products to sell to the market
- Sean referred to Mercedes as a “customer”
- “demand will shift from cloud-dependent AI devices to solutions where data is captured on the device”
My take on Sean
- He knows the company’s history and where we are going
- He clearly understands the technology and the market for it
- He spoke fluently throughout and his presentation and speaking flowed very well
- I have confidence in Sean being the main voice for our company. Very easy to listen to.
Slides are hopefully attached or can be found here
Slides (you might need to sign up). The presentation will be available for replay.
I will also post my notes to HC but am putting them up here first where they can be read in peace and quiet