That's not what I got from that podcast! She talks about how the cloud space is hard to crack by smaller AI developers as the big guys like NVIDIA and Intel are the main players in that space and are trusted to deliver in that space. In terms of Edge AI, the market is growing, but for niche, specialised chips that only cater to 1 specific function like vision or voice. Brainchip is the only chip that can do voice, vision, smell and much more, all in one energy efficient chip on the edge. They discuss how Brainchip is the most advanced Neuromorphic chip on the market and is ahe.ad of all players. They discuss how Brainchip will need to keep moving and innovating as this market continues to grow.
I don't think you have a clear understanding of this AI space if you heard only the competition. Sally was not referring to competition with Brainchip when she discussed competition to the cloud environment up front. You missed the point of all of this.
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