BRN 13.7% 29.0¢ brainchip holdings ltd

2021 BRN Discussion, page-22188

  1. 550 Posts.
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    It's a great interview.
    ~14:00. We're passing all the [AKD1000 chip] tests on a daily basis
    ~15:30. They are testing the payment system on their website. You'll be very shortly able to order a shuttle system or a Raspberry Pi system. Sounds like we'll be expecting some announcements very shortly, (Monday IMO).
    ~18.00. Talks about how advantageous it has been having ARM executives come on board who understand how the company works and what will come next.
    20:00. Talking about competitors. We are very unique. We're up against the big guys like Intel, IBM, NVIDIA and ARM. Those are the big guys and know how to execute. But we know how to differentiate ourselves and have a spot at the table. IMO they see themselves as one of the big players.
    23:00. Talks about how investors should hang in for the long run. Refers to how he bet on IBM over Apple in the early days and look at Apple now.

    At the start also talks about how customers are very interested and coming with lots of novel use cases they want to do. But Brainchip need to find a good balance of well paying commercial opportunities and the more crazy, novel ideas and opportunities.
 
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