Just revisiting the Sean video with 'Stocks Down Under' in Oct'25.
From 5.18 mark Sean talks about 12 to 18 months ago customers being prepared to have a look at AKIDA and explore.
He says now clients are coming in with specific plans saying we know what we want.
At the 6.20 mark he talks about wearables models and engagements that are progressing very well - note his plural engagements. He said we can expect to see a lot of more activity in wearables.
Backs up Steve Brightfield's recent remarks.
6.50 mark. From here Sean addresses interest in Radar. Starting with defense. Most radar decades old and needs innovation. The second point he made concerning radar was mobility trend. Drones have changed everything about defense. More mobility around everything including soldiers, eg carrying 'things' - likely means small devices. Solutions include long battery life and no network activity. Brainchip leaning hard into 'mobile' solutions.
Working with some interesting clients on mobile radar solutions and expect us to push harder into that market.
From about 8.05. What can we expect in the next 12 to 18 months.
Tech advancements. Gen AI supporting LLMs on the Edge and " a very exciting configuration with world class break through performance" - built with customer interaction and feedback.
8.45 - Talks about commercial side. Chip orders and Gen 2 - "down the track with extensive evaluations with certain customers right now so look for some licencees on that as well"
Given Steve Brightfields very recent revealing interview and a look back a couple of months to Sean's video - link below) its all starting to come together - still early in the piece though but you can sense is all getting close.
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From 5.18 mark Sean talks about 12 to 18 months ago customers being prepared to have a look at AKIDA and explore.
He says now clients are coming in with specific plans saying we know what we want.
At the 6.20 mark he talks about wearables models and engagements that are progressing very well - note his plural engagements. He said we can expect to see a lot of more activity in wearables.
Backs up Steve Brightfield's recent remarks.
6.50 mark. From here Sean addresses interest in Radar. Starting with defense. Most radar decades old and needs innovation. The second point he made concerning radar was mobility trend. Drones have changed everything about defense. More mobility around everything including soldiers, eg carrying 'things' - likely means small devices. Solutions include long battery life and no network activity. Brainchip leaning hard into 'mobile' solutions.
Working with some interesting clients on mobile radar solutions and expect us to push harder into that market.
From about 8.05. What can we expect in the next 12 to 18 months.
Tech advancements. Gen AI supporting LLMs on the Edge and " a very exciting configuration with world class break through performance" - built with customer interaction and feedback.
8.45 - Talks about commercial side. Chip orders and Gen 2 - "down the track with extensive evaluations with certain customers right now so look for some licencees on that as well"
Given Steve Brightfields very recent revealing interview and a look back a couple of months to Sean's video - link below) its all starting to come together - still early in the piece though but you can sense is all getting close.
Brainchip news release taping out AKIDA 1500 2025 - Search Videos
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