BRN Discussion Ongoing

[TheDon]

Dear Sean,

I hope you can read this. I love what you're doing, man. This quarterly report, in my opinion, is very positive. Unfortunately, a lot of shareholders don't think it is. To me, small orders of chips, as long as they continually build up to bigger orders, will flood the market in no time. I just have one request for you, Sean: can you please get a haircut? I have a feeling that customers don't take you seriously because of your long hair. I think you'd look good with short hair, man, try it

Regards,
TheDon

 

[Pom down under]

 

[Pom down under]

There are many people who believe Sean has to go, and that opinion should be acknowledged. But what I keep asking myself is whether those people have actually thought through what comes next. Do they really think the next CEO will start shaking contracts out of thin air from day one?

Do they also believe that capable CEOs for a company working with such a specialized and new technology are growing on trees? In this segment, there may be a handful of people worldwide who could realistically move the needle — and those individuals are in high demand. The cost to attract and retain them is high.

It’s also not like these people are lining up and knocking on our door. Most of them already have experience in profitable corporations. Or are we seriously suggesting hiring someone who just finished their computer science degree?

This isn’t like replacing a bakery clerk.

On top of that, a newly negotiated CEO contract would likely not satisfy the same people who are now calling for Sean’s removal — especially if the new CEO cannot show tangible results within two weeks.

In my opinion, replacing the CEO would set the company back 1–2 years. Internally, the gears would slow down or stop. Nobody knows what that would mean for ongoing development and the roadmap.
These are all factors that should be considered.

Personally, I believe Sean and the whole team are doing a lot behind the scenes, and the pressure on them (especially to Sean) is extremely high. Our own naivety and misjudgment of the market should not be reframed as a CEO failure. Our expectations were wrong — and perhaps still are.

Just my opinion.
Good luck to everyone.
I’m staying in. Holding strong.

All or nothing

288 days till his 5th Anniversay makes it sound so much longer than 10 months

 

[SharesForBrekky]

On the IBM blog page:

Building Event-Driven HPC/AI Infrastructure with IBM Spectrum Symphony

community.ibm.com

A bit about IBM Spectrum Symphony and who uses it:

IBM Spectrum Symphony commands 0.01% market share in Cloud Management

enlyft industry research shows that IBM Spectrum Symphony has a market share of about 0.01% compared to leading competitors OVHcloud, VMware vSphere and Datadog.

enlyft.com

I'm thinking these companies could be taking notice and keeping a close eye on what Kev has been cooking up.

 

[SharesForBrekky]

For a company that is not doing much, according to the naysayers.
We sure are busy on the hiring front.
Very positive signs.

• 
  
  
  Technical Project Manager Contractor Technical Project Manager Contractor with verification
  
  BrainChip
  
  • Laguna Hills, CA (Hybrid)
  • $40/hr - $80/hr
  
  
  
  Company review time is typically 1 week
  
  • Viewed
  • Easy Apply
  
  
  
  
• 
  
  
  Head of Software – AI Toolchain & Developer Experience Head of Software – AI Toolchain & Developer Experience with verification
  
  BrainChip
  
  • Laguna Hills, CA (Hybrid)
  • $225K/yr - $275K/yr + Bonus, Stock · 4 benefits
  
  
  
  Actively reviewing applicants
  
  • Viewed
  • Easy Apply
  
  
  
  
• 
  
  
  US Sales Manager US Sales Manager with verification
  
  BrainChip
  
  • Washington, DC (Remote)
  • $100K/yr - $180K/yr + Stock, Commission · 4 benefits
  
  
  
  Company review time is typically 1 week
  
  • 2 days ago
  • Easy Apply
  
  
  
  
• 
  
  
  Senior Solutions Architect Senior Solutions Architect with verification
  
  BrainChip
  
  • Laguna Hills, CA (Hybrid)
  • $100K/yr - $160K/yr + Stock, Commission · 5 benefits
  
  
  
  Actively reviewing applicants
  
  • 1 week ago
  • Easy Apply
  
  
  
  
• 
  
  
  Field Application Engineer Field Application Engineer with verification
  
  BrainChip
  
  • Greater Boston (Remote)
  • $100K/yr - $160K/yr + Bonus, Stock
  
  
  
  Actively reviewing applicants
  
  • 2 weeks ago
  • Easy Apply
  
  
  
  
• 
  
  
  Senior Machine Learning Engineer Senior Machine Learning Engineer with verification
  
  BrainChip
  
  • Hyderabad, Telangana, India (On-site)
  
  
  
  Actively reviewing applicants
  
  • 3 days ago
  • Easy Apply
  
  
  
  
• 
  
  
  Digital Design Engineer (MPU) Digital Design Engineer (MPU) with verification
  
  BrainChip
  
  • Laguna Hills, CA (Hybrid)
  • $100K/yr - $160K/yr · 5 benefits
  
  
  
  Actively reviewing applicants
  
  • 1 week ago
  • Easy Apply
  
  
  
  
• 
  
  
  Senior Software Architect Senior Software Architect with verification
  
  BrainChip
  
  • Laguna Hills, CA (Hybrid)
  • $100K/yr - $225K/yr + Bonus, Stock · 4 benefits
  
  
  
  Actively reviewing applicants
  
  • Viewed
  • Easy Apply
  
  
  
  
• 
  
  
  Digital Design Engineer (FPGA) Digital Design Engineer (FPGA) with verification
  
  BrainChip
  
  • Laguna Hills, CA (Hybrid)
  • $100K/yr - $160K/yr · 5 benefits
  
  
  
  Actively reviewing applicants
  
  • 1 week ago
  • Easy Apply

This is interesting with the role of the field application engineer - "This role will be responsible for post-sales evaluations, system design and integrations, and customer troubleshooting."

They're hiring someone at the moment who is specifically involved in post-sales evaluation, interesting.