Stable Genius
Regular
Thanks @Learning
So there’s some good news!
Something to be happy about today!
There’s a likelihood that a innovative medical device containing Akida is getting closer to market and going through the appropriate trials prior to approval.
How exciting when the products start coming out of the pipeline!
It’ll be price rise after price rise, after price rise!
This was the presentation.
Toward the end around 32 minutes mark.
Learning 🏖
I think this was the presentation by Edge Impulse who said Brainchip was a company the audience probably had not heard of then described AKIDA as Science Fiction then compared AKIDA running at 300 megahertz with a GPU running at 900 megahertz.
WBT are currently testing their 22nm offering on FDSOI, and their CEO has stated many times that they expect sales this quarter. May I also state that their CEO markets both the company and its product VEY well. He is travelling the world and talking to anyone who will lend him their ear.
So I expect a lot of the recent price appreciation for Weebit is based on Coby’s marketing of the successes with the fab run of the 28nm implementation, of their successes with the selector, of talks with partners and fabs, and the fact that testing the real (in silicon) product has demonstrated to the world just how superior their product is.
If the 22nm tape out proves as much a success as their 28nm journey, orders will roll in and partners will be jumping to sign up. Then this little share-price appreciation will be but a small bump In a long uphill road.
And as I’ve said before in this very forum:
Akida may be further along, but we must remember that it started from nothing and needs to introduce a totally new paradigm to the world. And this is where ALL Brainchip’s efforts should now be centered. This is probably part of the reason for PVDM posting to LinkedIn just today.
- Investors can relate to Weebit’s product - they know what RAM is and can appreciate RAM that retains its data when powered off
- ReRAM will not have years hidden behind NDAs before it is seen in products. In many instances it will be a simple swap out of inferior FLASH and go.
You can have the best product in the world, but if nobody knows what to do with it, it is worthless.
I am extremely bullish on both, but I feel Weebit will have its day in the sun first.
As @Slymeat (and I know he wasn’t just cross-promoting) said:
WBT is understood and a simple swap in/out therefore much easier to change products for consumers, I think they have known sales (revenue) and understood by the market.
Akida is new. Science Fiction even therefore the market doesn’t yet understand it.
Mercedes, NASA, Valeo, Rensesas, Megachips, Edge Impulse etc does though. However it as an emerging technology it is harder to implement, not as simple as just changing products. Although Edge Impulse, VVDN and Know Labs are working towards making it easier for smaller non-technical companies to use.
Once the larger OEM’s produce their science fiction products the rest will eagerly follow: or be left behind!
Brainchip will then have a known revenue stream and be better appreciated by the market. We already have a timeline for Mercedes. Possibly NASA via Akida 1500 when it is completed. Renesas are taping out their product as well. Therefore it’s not as if there is no revenue incoming in the foreseeable future!
I’m not sure a comparison towards the two companies are fair as they are at different stages of their development and although both in the IT world are different products. It’s a bit like saying foods are all the same and comparing wheat versus oranges. They have completely different use cases. You can eat oranges straight off the tree whereas you have to do stuff/process wheat and add other ingredients but then you have a plethora of choices as to the final product.
Long term I expect Brainchip to be fine!
Last edited: