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On a serious note I agree Brainchip does not need to capture 100 percent of the market but it has the formula in place to do so:Congratulations to those who have held for so long and when the price was so low.
The risk at that stage would have been far greater than what I see it at now!
You’re conviction in the Founder, the technology and where it was headed must have been strong.
Although I paid significantly more than 4 cents I believe the company is also in a great position and therefore the price reflects that.
Personally I don’t see how the company could go belly up at this stage of it’s commercialisation (so long as the car industry has the uptake like expected). The next decade has been touted as “A golden age for the semi-conductor industry“ and even a small percent of the TAM will be sufficient for success.
Just looking at the speakers at the Edge Impulse presentations, there are other technologies that can complete the similar tasks, maybe not as efficiently or elegantly etc but Edge Impulse is happy to partner with anyone, and why wouldn’t they!
Akida won’t have the entire market for itself. But I’m not expecting that, nor going to be disappointed when it doesn’t occur. There will be plenty of market share to go around!
But it’s like Adam first said to Eve: “Better stand back as I’m not sure how big this gets!”
1. Price - AKIDA 1.0 with 80 nodes and the processing power to run multiple functions was priced at around $25.00. Advanced App designers like Nviso see AKIDA 1.0 as unique in the market as a result.
2. Price - AKIDA 1.0 IP can be taken in small forms down to one node but two appears optimum. At a point IP sales can be made off a virtual no cost base making it impossible for competitors (?) to compete on price.
3. Ease of adoption off the shelf as it is designed to be processor and sensor agnostic.
4. Existing infrastructure is retained and existing data resources are converted in Meta TF to run in AKIDA SNN.
5. Meta TF using Tensor Flow industry standard language allows existing staff to be quickly and painlessly inducted into using AKIDA.
6. AKIDA 1.0 uses available low cost conventional architecture across all chip sizes. AKIDA 1.0 uses 28nm for example. Loihi 2 is using 7nm. At 28nm AKIDA out performs Loihi 2 by significant margins but brought to 7nm it would wipe the floor. 28nm is significantly less expensive than 7nm with much higher yields and is available across more foundries.
So the issue for adoption is simply one of education so that AKIDA 1.0 becomes known across the market as a choice to be considered.
This is why Ecosystem partners are the present priority for Brainchip. ARM and Edge Impulse stand out as jewels in the Brainchip Ecosystem along with MegaChips.
My opinion only DYOR
FF
AKIDA BALLISTA