That’s 2 x senior sales members gone in a matter of months, with no explanation. Now one is publicly “downramping” the company. Not a great look.
I think it helps to have more context; there is a bit to unpack here. Looking at the complete thread, it appears Mr. Paetau initially responded to a post from someone at Helm, who has a "we're hiring" notice in their profile pic.
The comments about the ASIC runway affirm what BrainChip said publically about the time it takes their customers to get their product to market. I think some of BrainChip's customers who signed on with Akida 1000 are at the tail end of that process, some of which we will see at CES next month. It almost seems as if an excuse is being offered up here. A person who would have been good at securing some good, quality IP sales would have ensured that after that 3 to 4-year period, a steady stream of revenue would be established.
The "...financially they are not doing well" comment is true of any company whose profits are not covering their expenditures, which happens to many companies other than BrainChip. He is correct about the company's financials; the 4Cs and capital raise strategy confirm this. Anyone following the company's announcements on the ASX would know this already.
The final comment: "I have known of Helm.ai... ...strongly believe that Helm has the right idea..." followed by "I would very much like to be a part of
your success" (emphasis mine,) leads me to believe that he is replying to either a recruiter for, or employee of Helm, and is going to make sure anything they say about the company is dripping with honey.
I don't see any reason to pay that much attention to it, especially since BrainChip is bringing on some other noteworthy talent with good credentials.