Nice post CMF,
A number of Mike Davies replies/comments just highlight how far WE ARE ahead of Intel (years)...yet many articles that name both of us
would suggest we are neck and neck competing....that is so far from the truth, we've been commercial for some time now, yes we have
research architecture being worked through as we speak, but 2 generations out there already, even more advanced technologies in the
pipeline, going by what Mike has stated in that interview, I personally don't see Intel as a threat at all, and quite frankly, if their stock price
was yet half the current price of Nvidia I believe that they would have already made a play for us.
An important thing for many to remember is that, despite us spearheading this SNN technology, facing all the headwinds associated
with disruptive technologies, the amount of time to complete cycles to actually get to market is 100% going to directly affect all other
players ambitions as well, things may speed up over time, but as it currently sits, I see our current lead not necessarily extending but rather
maintaining the status quo, meaning no one company will leap frog us, only consider taking us over in the near future.
Great to see Peter comment on Linkedin....he rarely comments on that platform.
Tech.