Pom down under
Top 20
Hey Deadrise why don’t you just go back to where you belongUnfortunately with this company without any concrete news the vultures short the crap out of it, May somebody drop the Akida name at the CES in January please
Hey Deadrise why don’t you just go back to where you belongUnfortunately with this company without any concrete news the vultures short the crap out of it, May somebody drop the Akida name at the CES in January please
Fact Finder The company Tenstorrent if spelt correctly,Hi All
A little bit of historical context to start with:
Sean Hehir interview with Mark Kennis after 2022 AGM - extract below
Sean: But what I said yesterday at our AGM, I think is very, very true. We spent nine years building this amazing technology. It’s transformational in its capability and powerful, but we were not doing enough in our go-to-market motion. So, I started to build the go-to-market motion, and I laid about five or six steps.
One was clarifying the business model. That was very, very important. Chips or IP?
We clarified that it’s IP.
A really important step.
We do have chips available, boards and things like that, but the revenue streams of the company are gonna be IP.” - (note the admission by Sean Hehir here that they have PoC's available.)
This was six to seven months before Jens Paetau joined Branchip and so it could not have come as any surprise that when Chris Stevens recruited him to his position it must have been on the basis that he would be selling IP not chips.
In his response to the Hans Peter question he states “they do not realize most designs start with a chip for a PoC and later develop an ASIC.”
Apparently at his initial on the job training Chris Stevens failed to mention to him that Brainchip had available the AKD1000 proof of concept (PoC) chip and that AKD1500 was due to tape out within a short while and the AKD1500 proof of concept chips would be available mid year.
If anyone doubts that AKD1000 was a proof of concept chip all they need do is go back to 2020 and listen to one of the many interviews done by the then CEO Mr. Dinardo who on many occasions used this very term 'proof of concept' to describe AKD1000 and stated that it was required by those companies they were dealing with who were deciding whether to proceed with AKIDA and that this was entirely understandable given a company would need to invest 30, 40 or 50 million dollars to design and bring a product to market.
Though the CEO Mr. Dinardo had left by the time Jens Paetau arrived Rob Telson who worked closely with Mr. Dinardo along with Peter van der Made and Anil Mankar and many others also understood the importance of proof of concept chips.
Apparently as part of his own due diligence he missed the statement made by Sean Hehir his CEO that a proof of concept AKIDA 2.0 would likely be produced after the IP was publicly released. As we all know once you settle on the IP design you then have to have engineering work on the layout for the proof of concept chip so from IP to proof of concept chip in hand necessarily takes some time.
For those of you who follow such things the first release of the AKIDA 2.0 specs indicated that 'P' would have a capacity of 50 TOPS however after it was in the hands of the early access customers some further upgrades by way of adding extra nodes were made lifting 'P' to 131 TOPS. It might be thought sensible to not race in and produce a proof of concept chip until you have settled on the IP design but I will leave that to others better qualified to say.
He also appears to have missed the announcement that Brainchip and VVDN will be releasing an AKIDA EDGE Box at CES 2024 and advance orders will be taken thereafter. Sean Hehir CEO has not used the term proof of concept but has described it as something which Brainchip itself will use as a demonstrator with customers.
Clearly having been brought on by Chris Stevens there are lines between which on can read here that Jens Paetau's skill set and or personality may not have met the expectations of the new Vice President of Sales Steve Thorne and that he was likely given a heads up at Christmas drinks closing off the 2023 financial year in the USA that he did not form part of future planning. The fact that he was looking for a position between Christmas and New Year fits neatly with this scenario having immediately before Christmas been talking up his attendance for Brainchip at sensor tradeshows in 2024.
The fact that Jens Paetau has relied upon flawed facts to enhance his job prospects when asked why he was leaving Brainchip destroys his credibility in my opinion but whether he stays or goes is actually not for me to judge as an outsider but if he has been asked to move on by the new Vice President of Sales then his character as evidenced in these posts would not give me pause to doubt the correctness of that decision.
My opinion only DYOR
Fact Finder
Deadrise don’t try and beFact Finder The company Tenstorrent if spelt correctly,
This company won a contract to work with LG, I noticed there is links with Brainchip and the company mention,
I believe there could be a 3 way link here into LG Products ,thoughts ?
Pick a year.If we don’t have any more IP deals by end of 2025 or solid continuing revenue via Royalties from existing costumers I will have to face the hard fact that I bought too early
In my honest opinion, I am expecting a slow but steady increase in sales and revenue from various channels from mid 2024———->
I think first revenue will be edge Box with VVDN which will lead to more interest in IP sales.
Second I am hoping Renasas chip with Akida IP comes on market which was said to be in last quarter of 2023. Hoping it is still in close proximity to this expected release date.
Thirdly I am hoping Megachips get something happening considering their initial investment in IP I’m assuming they had something in mind for this… (they do..)
Fourth is in my opinion a space initiative that will bring revenue. Eg. NASA,Varago,
Fifth I am hoping one of the known partnerships will turn into commercial partnership and IP deals Eg. Tata, Arm, Ford, Mercedes, Nviso, etc.
Sixth I am putting my money on Valeo Laidar, however I am not convinced that we are in Scala 3 yet. I want it to be, but by my understanding it takes a loooong time to get new technology into products especially safety features in cars in mass production., and without IP deal I just don’t see it being the case yet. Happy to be wrong, I’m sure Chapman 89 will come at me here!
All in my opinion of course and time will tell.
Mate sorry but you've missed a year and that's called 2024Pick a year.
What happened to Renesas late 2023.
Now it's 2025.
I'm not your mate.Mate sorry but you've missed a year and that's called 2024
Rapidus alsoMaybe a link with rapid
I'll just point out they announced a joint partnership way back in 2019 I believe. So Scala 3 is a possibility as the planning would have occurred even sooner then the announcement. It reads they had a joint partnership development. This would be similar to VVDN and Unigen. So licensing IP is not needed on Valeos part. That said they advertise as a partner so they are collaborating. Now we can speculate we are in Scala 3 or not in it im not the expert. What I do know is that based on the history of how things unfolded I believe we are in it and will see revenue.If we don’t have any more IP deals by end of 2025 or solid continuing revenue via Royalties from existing costumers I will have to face the hard fact that I bought too early
In my honest opinion, I am expecting a slow but steady increase in sales and revenue from various channels from mid 2024———->
I think first revenue will be edge Box with VVDN which will lead to more interest in IP sales.
Second I am hoping Renasas chip with Akida IP comes on market which was said to be in last quarter of 2023. Hoping it is still in close proximity to this expected release date.
Thirdly I am hoping Megachips get something happening considering their initial investment in IP I’m assuming they had something in mind for this… (they do..)
Fourth is in my opinion a space initiative that will bring revenue. Eg. NASA,Varago,
Fifth I am hoping one of the known partnerships will turn into commercial partnership and IP deals Eg. Tata, Arm, Ford, Mercedes, Nviso, etc.
Sixth I am putting my money on Valeo Laidar, however I am not convinced that we are in Scala 3 yet. I want it to be, but by my understanding it takes a loooong time to get new technology into products especially safety features in cars in mass production., and without IP deal I just don’t see it being the case yet. Happy to be wrong, I’m sure Chapman 89 will come at me here!
All in my opinion of course and time will tell.
Fact Finder The company Tenstorrent if spelt correctly,
This company won a contract to work with LG, I noticed there is links with Brainchip and the company mention,
I believe there could be a 3 way link here into LG Products ,thoughts ?
@DerAktienDude ... can you please translate this
Let me rephrase it then .I'm not your mate.
"Make" sorry but you've missed a year and that's called 2024Pick a year.
What happened to Renesas late 2023.
Now it's 2025.
A 3 months internship at Brainchip. Looks like a little wannabe.I don’t know who this bloke is but look
at his work experience in June till August in 2023
View attachment 53080
But it was what he was working on in this time that counts.
No hardware company called Zalmotec to find at www. All with a grain of salt. The self description has something of a big mouth, sorry.But it was what he was working on in this time that counts.