Well the good news is the sun looks like it’s making its way up in Melbourne so we’re still here. Tough day yesterday. Thanks for all the feedback from those who attended and to the couple conspiracy theorists and fraud claimers….. Wow

Underwhelming info from the meeting but I strongly feel the team had a rock solid game plan to give ABSOLUTELY nothing away that can be taken and used against them like last year. (Watch the financials, judge us on results etc). No snippets, no over confident throw aways, nothing. Play a complete straight bat, hence Sean sticking to the script exactly.
Sean is getting a hammering for doing work that should’ve been done 3 years ago. It has definitely been progress he has made.
The previous strategy seemed to be “here we have this amazing thing, play with it and buy it”. If the ecosystem building was done as 1000 was being taped out/proven out things would be so much more progressed. The adjustments for 1500/gen 2 would still had to have been made for a more sound product.
And Peter is potentially deserved of a Nobel prize if this turns out to be as disruptive as we hope but his 9 month tenure as CEO was also dead time right when things should have been the hottest for a ceo.
The runway is clearly longer than we and management hoped for but I think Sean is playing catch-up. He’s been the CEO of a company just getting started in the most disruptive field ever and getting crucified he hasn’t turned it into an NVIDIA in 18months.
The technology adoption curve that someone has previously posted here is so relevant to brn’s story. I’m not sure how to categorise the innovators and early adopters but I would say Renesas, Megachips, Valeo, Mercedes’, Socionext come into those 2 categories and clearly we are in the chasm at the moment. It is hard to stay patient while in the chasm but the list of 10 or 12 recent partners I assume fall into the early majority category. If we hadn’t had all the new partners come on board over the last 12months, Renesas releasing a product soon and the many companies heavy involvement in the development of 1500 and gen 2 I would be concerned but for me, I feel like we are now where we should have been in mid 2021, I think our next 12 months will look different to the last 12. Maybe I’m totally wrong but there is a lot of info to suggest that this is still building albeit slower than we all hoped.
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