Kachoo
Regular
I agree not a word about BRN.i listened to most of the industrial-infrastrucrure-and-iot-strategy video.
Sailesh spends quite a bit of time emphasising the importance of low power and how ai will play a bigger role for the business in the coming years. Worth a listen but the sound is a bit wonky.
Fingers crossed we are involved in their growth forecasts?? No specific mention of Brainchip as it was a strictly Renesas preso.
But think this way if you purchased the IP.
Now your working with the IP your company builds products and spends money. You will push forth your name and have customers come to you.
If you advertise BRN then your customers go to the source and you lose clients or competitors to Renesas quickly get the IP and compete on a possible lower Margins