That will be one of them known unknowns. It could be Moschips (guess) who promoted us a year or so ago but have been quiet since or someone we haven’t heard of yet due to NDA’s.
Moschips by the way I saw are promoting something with TSMC in a few days but I don’t think it has anything to do with us.
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It could be NANOSE as they had us in their device and for whatever reason it unfortunately hasn’t gone ahead yet. As that was a Covid breathalyser it wouldn’t have been due to the headwinds as that would have been a company maker. I still think the problem with that device was cross contamination issues after first use. Hopefully once that is solved the device, along with cancer detection abilities etc will still be commercialised. That was out of our control.
My opinion is shareholders were complaining about a lack of information. Now most of the tough questions had been answered as best they could due to NDA’s people still aren’t happy. I have researched this company as much as I can and there were no surprises in that interview at all. It is still the same company I invested in and the more I have learned over the years the more realistic my timeframes have become. I still expect the company to be very profitable in the future so I am still buying when I find spare money.
I see Akida 1000 as a success. It proved the technology in silicon. Defence, RENESAS and NASA have been happy with it. MB have raved about it.
I understood Seans explanation to be that they effectively created a Lamborghini to do the job of a beetle Volkswagon. However as the Volkswagen was already effective for some solutions there has not been a need to upgrade to the Lamborghini for current products. Obviously future products to do more, or be more efficient may chose the Akida option.
Gen2 has obviously been designed with customers input hence the 3 sizes; to meet specific needs, improved ease of use and connectivity.
Due to how advanced the technology is the ecosystems are required. I think Brainchip is doing an excellent job. ARM, Intel, SiFive, Megachips just to name a few. As has been explained before it’s like inventing electricity but there are no devices, e.g. toasters, lightbulbs, tv’s etc to use it yet. The need for an ecosystem has been explained in depth so that is a non argument for me.
I see the technology as still being in demand in the future and Brainchip is in the right place to take advantage of the demand. Sean referenced 3 sources to corroborate that view with Neuromorphic and edge being in the bulls eye.
We have a choice re the shares options for current staff, either pay money which drains our capital or use the shares already put aside for that purpose which incentives whoever receives them. Simple choice really. Same as Manny’s shares, pay now or pay later plus fees. My choice is to vote yes and honour an agreement.
Of course we could offer less remuneration in the future and fail to attract extremely high quality, experts in their field to the company and see where that gets us too! Top people are an asset to the company and our future earnings depends on their performance so I offer them all the support they require and wish them well.
MB has a release on the 25th, not sure whose time zone that is though. It could be exciting to see if we get a mention and if revenue starts coming through from them in the near future.
I’m still very positive about the future. The day I’m not I’ll just sell my shares and disappear.
Thanks to all the quality posters who contribute to my learnings.
The chip was always the goal, Studio was just supposed to be a money spinner (to provide a commercial opportunity) to support the longer term development of the chip. Studio was born of the back of the acquisition of Spikenet. It was more or less an improved version of a product they had already developed.
www.computerworld.com
