Damo4
Regular
For me that implies that he believes they are going to overtake us and be the new leader?!
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Website does not give a lot of information, and looks like a new company
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These guys may be fantastic, but this is likely just a tongue-in-cheek comment to drum up discussion.
To Indulge them; If it was so easy Brainchip would be tripping over all the new IP contracts
Its also not like Brainchip has just been sitting on their hands waiting around expecting success to come to them.
Reasons why Brainchip are still in the lead by 3-5 years:
- No patents in Brainchip's way, but plenty for these guys
- 3+ years for the design to become reality
- 2019 Socionext Design began, 2021 Complete Engineering Validation, 2022 full commercial availability
- Brainchip employs some of the most successful tech-sector executives and staff, with attractive remuneration packages
- Brainchip has encountered and navigated any headwinds in that period, including market adaption and labour shortages
- Brainchip's sale teams have expanded both in size and global reach
- Brainchip can strike immediately if new use cases are found
- Brainchip offers a suite of Edge products for testing
- Brainchip has already secured important partnerships with massive industry players
- Brainchip is publicly listed with funding for as long as required through standing agreements
- Brainchip has already secured 2 licenses, with their expected revenue to begin flowing as early as this year
- The IP model makes for nearly 100% margin once engineered
- Brainchip has already entered into, and maintained 100+ NDA's
- Brainchip has lost 0 engagements, apart from project cancellations as a whole
- Akida is Space-ready, including Radiation Hardening
- Akida is EAR99 classified, allowing Brainchip to sell globally without US pre-approval
- Through Edge Impulse, Akida is ready to be trained using existing models built for CPU/GPU's form giants like NVIDIA
- Brainchip has already secured foundry slots in case clients like VVDN sell high qualities of Edge boxes
- Sean has said he hopes they will dry up the existing AKD1000 stock and will need to order more.
- Anything else I've forgotten
Reasons why the lead could degrade quickly
- Edge Ai market was immature, this could change quicker than expected
- New/better technology created