Listened to/viewed the presentation. Well worth watching if you access the replay later, My brief notes are:
Technical
- Sean’s intro was similar to his recent interview on Pro... (can't remember full name…)
- He provided a good explanation of conventional vs Edge AI- He explained neuromorphic computing well (using the example of a human recognising a face)
- Sean mentioned we have a solution to the global IOT power consumption problem
- He spoke about the importance of software automating conversion (perhaps @uiux can elaborate on what that means)- He talked about power saving being important for the world as well as particular use cases
Commercial
- Sean emphasised IP licensing for our revenue model – this brings revenue from multiple sources – royalties are “margin rich”.
- We have 15 EAP customers
- Renesas will build our IP into their products to sell to the market
- Sean referred to Mercedes as a “customer”
- “demand will shift from cloud-dependent AI devices to solutions where data is captured on the device”
My take on Sean
- He knows the company’s history and where we are going
- He clearly understands the technology and the market for it
- He spoke fluently throughout and his presentation and speaking flowed very well
- I have confidence in Sean being the main voice for our company. Very easy to listen to.
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