BRN 2.00% 24.5¢ brainchip holdings ltd

Listened to/viewed the presentation. Well worth watching if you...

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    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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