Hi Hoppy,
I had taken a nibble the week before the SPP was announced, but, thanks to the taxman's bounty, I'm in a position to take another small nibble, and will take some of the SPP.
I know there's a 10% difference, but, as you say, the money goes to the company in which we are invested - so, in a way, using thimble-and-pea logic, I can convince myself that I've still got the money (in my company) as well as the extra shares.
I think most of the long term holders are emotionally exhausted, but still exhilarated at the thought of what is to come, if it is possible to hold such an oxymoronic psychological state.
I was really hoping that the quarterly would have shown north of $500K from the edge box. Did they really have only 50 for sale?
I know that Akida 2 is 10 times better than Akida 1, but Akida 1 is 10 times better than anything else, and suitable for lots of battery powered edge devices, so, as I keep banging on, I thought that the Akida 1 baby should not have gone down the plughole with the bathwater to update a pre-plumbing saw. That was a wrench which upset more than the marketing department.
when the delay drags on my consciousness, I remind myself of the potential of Akida 1 and Akida 2 with TeNNs, and the fact that BRN has many EAPs and active partnerships.
Obviously, leading edge manufacturers like Mercedes would not want to be stuck with "old" silicon, and we know they are using software to process sensor signals in their "software defined vehicle".
As Magnus Ostberg told me on Linkedin in response to my query about the use of NN software in the CLA concept car's water-cooled processor - "Stay Tuned".
Based on this, and our long association, I have convinced myself that MB have been, and are, running Akida 2 + TeNNs simulation software for in-cabin DMS etc., for the last couple of years, and hopefully for process sensor signals, given that Valeo's SCALA 3 also comes with software for signal processing. It seems that this will continue into commercialization.
So I'm wondering if software licensing is a new string to our business model bow. That would be going full circle to Brainchip Studio, only now the follow-on hardware accelerator is TeNNs, to be included in silicon when the development has reached a suitable plateau.