BRN 2.86% 17.0¢ brainchip holdings ltd

Ann: Taking Orders of Akida AI, page-232

  1. 1,927 Posts.
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    I'm pretty sure these developers kits are aimed at the group outside 'Early access partners' that either missed the bus or aren't multi nationals. EAPs have been rewarded by time in hand already and this is the 2nd tier sales strategy. Companys that can afford a $5000 test kit to test their application and if successful, call brainchip for chip or IP order. It makes perfect sense, these are not for retailer punters for backyard use. That will come later. Saturating the market starts at the top and from a revenue point of view Brn will receive larger capacity from feeding businesses to use their product rather than selling direct to consumers. I would suggest USB dongles for enthusiasts is way down priority list at 7 or 8. They are lucky to be well positioned to offer a dingle but it won't keep the lights on or get us to NASDAQ.
    I believe they are modelled correctly and doing a great job with this strategy. People saying they can't afford to buy one is just confirming the reasoning for their strategy. Great work brainchip. Congrats.
 
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