Agree,
It looks like there will be no Akida IP silicon in ADAS in the near future, and Akida simulation software appears to be impractical for EVs. As DB says, there's always hope it can make an appearance in infotainment.
However, the automotive NN market is dwarfed by the cybersecurity NN market. This is something I've dreamt of since the DUTH days, although I would like to see Akida in USB format for the retro-fit market.
I do think it is becoming clearer day-by-day that the IP only strategy was a strategic mistake. The barriers to entry were just too great, the time-to-market too long, and the customer base too small, particularly considering their sunk cost bias.
Hindsight, spilt milk, water under the bridge, missed opportunities - we're where we are, and the mis-steps are behind us - now we've learnt the foxtrot, we're ready to tango!
Dio, you have at least twice posted about your dissatisfaction when Sean convinced the Board not long after his appointment to abandon the AKD 1000 NSoC approach we all thought was our next phase, I fully understand the reasoning behind this (monetary) decision, and I have been rather outspoken on Seans comments regarding his "too narrow" comments about our brilliant first run chip, this message I have personally mentioned to both Peter and Anil, as I felt it was disrespectful, to which Sean has watered down his comments numerous times since.
Many shareholders will have noticed the traction that AKD 1000 has gained, it's referenced, photographed, researched, published in all tech articles.
You, I and a number of others familar with the IP approach understand the journey is longer, harder, in that we are trying to not only sell the technology in " blocks", we are saying to clients, you go away and secure a fab and take all the financial risk, it's not an easy sell, especially in this current worldwide financial instability.
Personally, with Sean into his 4th year of a 5 year business plan I can't see us changing direction, but I do currently see a few alternate paths being tested.
The key thing for me with our company is, major tier 1 companies continue to engage, partner, collaborate and generally praise our technology, that's the hardest hurdle and we have cleared it with flying colours !
Yes it's painfully slow, but my belief and loyalty are as strong as back in late 2015.
