There are at least 360 companies from all around the world on this list and each one would have its own list of companies that it would describe as customers or development partners.
The former CEO Mr. Dinardo spoke about the benefits that accrued to Brainchip by targeting OEM’s and at the top of his list was the reach it gave Brainchip over going directly to the end producer that might take up AKIDA technology.
@Yak52 you are right to emphasis the significance of where Brainchip is on the road to commercialisation.
We know the former CEO Mr. Dinardo said that Brainchip had well north of 100 NDA’s.
We know that they settled on about two dozen to admit to their formal EAP program identified as offering the greatest commercial opportunities and that they were household named and or Fortune 500 companies. Renesas was one of these companies.
If each of the 360 odd customer companies of Renesas has only 10 customers that extends the reach of Renesas and hence Brainchip to 3,600 companies all of which will be relevant to what Renesas does and sells.
If ten of the EAP’s signed up by Brainchip have a similar reach around the world to Renesas that number becomes 36,000 customers all of whom will be working in the correct space to consider taking up AKIDA technology.
The other distinct and hugely valuable intangible flowing to Brainchip is that Renesas has already overcome the trust barrier with its 360 customers.
The existing trust between Renesas and its customers transfers automatically to AKIDA when Renesas tells one of its customers they have these amazing new MCU’s that can do all these great things.
That customer when it goes to its customers also has already crossed that trust barrier and once again this benefit flows to AKIDA.
In the background of what is happening is the trust which four highly significant events have added to the Brainchip AKIDA brand and which companies like Renesas are now able to leverage along with their existing trusted supplier relationship with their customers:
1. Professor Barry Marshall Nobel Laureate joining the Brainchip SAB.
2. NASA being a publicly announced EAP.
3. The US Airforce Research publicly engaging with ISL and Brainchip.
4. Mercedes Benz publicly describing Brainchip as artificial intelligence experts and extolling the virtues of AKIDA technology.
There are of course other positives but if you can put just these four facts on your colour glossy sales brochure before you hand it to your existing trusting customer base you are virtually on the home straight.
I have mentioned this huge spider web of connections that has been floating around in my head of late. The above is what I have been speaking about. Thanks entirely to the 1,000 Eyes many strands of this web have been revealed and connected.
I am confident they will reveal hundreds more over the coming year.
The former CEO Mr. Dinardo when speaking about Brainchips commercial uptake used the phrase ‘when not if’ and as I personally see it the genie has been released from the bottle and success is now inevitable. The only remaining question is how large will Brainchip become.
The addressable market is dynamic huge and growing. One percent market share makes Brainchips present market value low.
I would not dare guess at the share price which will be showing on my Commsec screen by Christmas 2025.
The recent statement of the current CEO Sean Hehir that they are looking to make AKIDA technology the de facto standard in this space is for me incomprehensible as to what that would actually mean if it came to be.
The fact that as
@TECH pointed out on Friday the sell side fell briefly below 1 million shares in a market of 1.7 billion shares clearly tells long term investors something very important. SUPPLY IS DRYING UP.
What each individual retail shareholder does is their own decision to make but I have said this before have a plan. Make it now. Do not expect to be able to find a quiet place to think when the inevitable occurs.
Yesterday my wife was annoyed by someone on Facebook who was complaining that they went to the local pathologist rooms and they were closed and how appalling this was etc.
This person had not done any research.
The forms given out by the GP have the opening hours of the pathologist on the reverse side. The website gives the hours of the offices that are open in our area and as it turns out in the very GP practice they attend there is actually a pathologist on duty on Saturday mornings.
The point being if a little bit of research had been done and a plan made this persons life would have been a whole lot easier and they would not have wasted the best part of their day blaming everybody else for their own failures.
The potential of Brainchip and its consequences to each individual investors financial success deserves the allocation of the time necessary to make and agree a plan.
My opinion only DYOR
FF
AKIDA BALLISTA
group.mercedes-benz.com
