I was just thinking about the statement made by the former CEO Mr. Dinardo in mid 2020 "WE HAVE WELL NORTH OF 100 NDA'S" and then went on to say that they were culling them down to the best commercial opportunities and were not interested in research projects because they did not have the resources to support all these NDA's and that they would probably settle on about two dozen.
In the end this is what they did and though the exact number has remained rubbery over 20 and less than 30 seemed to be what we can extrapolate from all the different statements by key management over the last two years.
We also know that in 2015 in an AGM presentation Peter van der Made as the CEO stated that they were in discussions even back then with Fortune 500 companies. We know also that before AKD1000 became the sole focus of Brainchip that companies like Safran and Rockwell Collins and Cisco were all working with Brainchip. We then know that the former CEO Mr. Dinardo further on in 2020 qualified the statement 'best commercial opportunities' describing these companies as 'household named and Fortune 500 companies' then it becomes as a matter of mathematical probabilities much easier to identify from the above listed companies who are most likely to be well advanced because they joined the EAP program in 2020 as they need to also match being household named and/or Fortune 500.
Also we can reduce the numbers by taking out those that have actually been publicly discussed by Brainchip:
1. Mercedes Benz
2. Valeo
3. Ford
4. Renesas
5. MegaChips
6. ARM
7. NASA
8. SiFive
9. Socionext
10. TATA
So we have 10 to 20 'household named and/or Fortune 500 companies' as at 2020 still to be revealed from the original cohort and who according to both Peter van der Made the CTO and Sean Hehir the CEO of Brainchip all bar one are believed to be going to convert.
So as you look through my list above and your list which of these companies meet the definition of the former CEO Mr. Dinardo well my suggestion is:
1. Sanyo
2. Nintendo
3. Panasonic
4. Nvidia
5. DELL Technologies
6. Samsung
7. Toyota
8. BMW
9. APPLE
10. Intel
11. AWS
12. Cisco
13. Safran
So I ask this final question if of the 14 names above 10 only are the yet to be revealed EAP's that the former CEO Mr. Dinardo signed up and of that 10. only 9. adopt and use AKIDA products how huge will the market be that AKIDA technology captures when you add these 9 out of these 13 named companies to the 10. already in the public sphere.
Can I say this I think you can reduce the odds further by removing Nintendo because EAP or not it has to be part of the use cases targeted by MegaChips in any event so you probably are selecting 9 out of the 12 names in this list.
These are exciting times if I can steal the quote of Rob Telson.
Please note it is clear there are many more companies and industries engaged now than in 2020 but I am trying to narrow the possible suspects as to that original group.
My opinion only DYOR
FF
AKIDA BALLISTA
Evening Chippers,
This may blow some minds, it has mine, and possibly make Fact Finder's list of quite possible engagements.
Please bear with me...
Regarding the Deloitte valuation of BRN back in 2019, our share price was around $ 0.05 and Deloitte put a potential 16,000% possible price rise on BRN which would put us at $8.00 per share, give or take.
Now Deloitte are not stupid.
150 year old company.
286,000 odd global employees / partners in the firm.
Deloitte subsidiaries in the US serve more than 85% Of US Fortune 500 Companys & member firms of Deloitte Touche Tohmatsu Limited collectively serve more than 70% Of the Fortune Global ( FG )500 Companys.
This being the case thay would have a very good idea of what these company's are up to.
Deloitte is a private company ( Not listed on any exchange ).
This is but some of their clients ( this entire article I have written is from information sourced from Googleing Deloitte and as such I personally cannot vouch for the veracity of the info heirin).
Client List
Procter & Gamble
GlaxoSmithKline
Microsoft
GM
Boeing
UPS
Apple
IBM
HP
State Grid Corperation of China ( largest utility company in the world )
BAE Systems
NAVEY
NASA
Government of Australia
Monsanto
Berkshire Hathaway
The Blackstone Group
Morgan Stanly
&
Chipotle ( Mexican Grill)
African Cycling Team for the Tour De France.
To name but a few , past and pressent.
So through this truely massive collection of data , collated, Deloitte would have a front seat when giving share price predictions based on known facts only to them.
Make of it what you will , but I think Deloitte alone is a possible contender.
Regards,
Esq.