FrederikSchack
Regular
AI is clearly the big enabler.
I read Symbiotic Intelligent Autonomous Systems III back in 2020, just after investing in Brainchip. It describes a lot of those trends from this Gartner graphic. What I noticed is that within almost every trend AI was mentioned.
Further I was aware that Akida was neuromorphic and could do AI way more efficiently, especially at the edge. I understood that Akida didn't really have direct competition, because they wanted to focus on the edge and wanted to sell IP. What stuck out to me was that Brainchip would be the only neuromorphic IP around in a market where everybody wants AI on the edge. Further I understood that IP can be combined with other functionality in one chip, which lowers cost, space and possibly increases speed of communication between the parts.
Later I learnt about the issue with retraining of models, that gets exponentially more costly the bigger the models are and that neuromorphic computing could solve this problem.
I still don't see much direct competition, except for maybe Qualcom. Back then I read that Qualcom basically had given up researching their SNN in exchange for making some software stack, but now I wonder if that was smoke and mirrors? Or is it Akida 1.0 inside? Still I think whatever they got, it's only for their chipsets.
Further Akida 2.0 blows away what I've seen from Qualcom.
The thing about IOT and AIOT is that it's going to be a diversity of smart objects and there's likely going to be very different requirements for these, which means flexibility will win. IP blocks is more flexible than fixed chips, which is one reason why I think Akida will win.
Now Akida 2.0 is so advanced so there's absolutely nothing like it on the market and it adresses some very real needs in the market. This is another reason why I think Akida will win.
We are into some of the most significant IP ecosystems and we have partners excited about our product. We are already winning the first round of the marketing game.
With my visibility, I seriously can't see anybody else who can win this market in a big way but Brainchip.
We are the very core of the revolution, that is speculated to be in the trillions and not much direct competition in sight and the company is worth only a billion AUD?
I laugh at that
![Face with tears of joy :joy: 😂](https://cdn.jsdelivr.net/joypixels/assets/6.6/png/unicode/64/1f602.png)