BRN 2.38% 20.5¢ brainchip holdings ltd

2021 BRN Discussion, page-26327

  1. 58 Posts.
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    This is very insightful and something we can take away from and relate back to our lack of announcement re customers for BRN. This is a quote from Coby the CEO of WBT.

    "We're talking already to quite a few potential customers ... we're trying to do everything in parallel ... yes of course customers want to see the technology is qualified for mass production but you need to remember customers take a year, year and a half, from the moment they decide to use the technology until they design it into their product, they test their product and their product is sent to mass production. So if they wait until the technology is qualified it's going to take them another year and a half from that point so we're talking to potential customers who are willing to start working now, start looking at the technology now realising it will be qualified in a year or so ... so we'll be working on this in parallel to reduce the time to revenue."

    This clearly illustrates this process takes time. We have a lot of EAP customers 100s if not 1000s but to make a decision to partner with a company like is which will be far outside their usual list of partnerships.

    All these things take time let alone looking into a technology they have never seen before. Also the magnitude of a decision like this is company change and can alter the entire projectory of a company so they best believe they will run every test possible before agreeing this product is right for them.

    That being said I believe it is now only a matter of time before we start seeing some real substantial $$ contracts and when we do they will start rolling in as all of these companies have done their due diligence. As rob Teslon said, many experts in this given field have been blown away with what they have been able to now achieve. The writing is on the wall IMO.
 
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