Responding to a grandchild who told me I was being unrealistic about Brainchip’s chances I asked her to think of the progression of the inflatable tyre. The concept of air acting as a spring inside an inflatable tube was a brilliant first move, but the process of developing the protective outer case was necessary, after which car manufacturers had to completely redesign their brakes, steering and suspension (the ecosystem) to take advantage of the newer, faster, smoother world.
As roads were made smoother speeds increased, requiring windscreens, lights and better tread patterns, etc.
Now the tyre is so brilliantly engineered that, for normal drivers, it is almost forgetters, but vital. To help her understand edge computing I instanced her father, driving hard around Phillip Island. Each tyre is a haptic sensor, feeding information to the neuromorphic computer inside the helmet, with its additional visual and auditory sensors. The helmet processor has to act as fast as possible (no time to refer to manuals), so no latency..
That is an analogy for Brainchip’s course. Akida 1 was the inflatable tube, Akida 1.5 had the next level of outer casing, and Akida 3 has the emerging tread patterns and side wall design, to enable real speed and grip. And so it will go on, with the neuromorphic system-on-a-chip remaining a fundamental component, so ubiquitous it will be overlooked, but vital to every application.
Despite the stumbles so far, I still think Brainchip has a great future. I have been in for many years, was able to participate in the legendary 6 cent capital raising, and hold firm. I see the arrival of Duy-Loan Le is perhaps the best corporate move in the last year.
