Hi
@JDelekto
I agree that Intel Foundry Services is America‘s way of bringing chip manufacturing security to their country. The Chips Act, (worth $280B) amongst other things was to bring foundries onto their home soil in case China decides to invade Taiwan or buy their way into the countries political mechanisms to take it from inside their system to try and avoid a larger war or sanctions. Unlike Australia’s 3-4 year political cycle China plays the long game.
I recollect their were other companies involved which included TSMC. Intel will still make a lot of money from other areas of it’s offerings which will include Foundry Services.
I also agree that Intel will continue to try and advance Lothi 2 and if it can overcome Brainchips patents would prefer to be using their own technology where they can to increase profit margins.
In the mean time Intel want to remain relevant in the edge area and need to be able to offer an advanced edge AI technology or they will fall behind their competitors who do have an offering; such as Arm and SiFive!
So any customer wanting Edge AI will be funnelled down the Brainchip pathway which will help us become an industry standard/ubiquitous!
I also agree that Intel is now a very highly valued partner so I don’t see any business advantage in upsetting any ego’s. I prefer humility!
It will still take time to get products to market so patience is required but in my mind the path to success has been well paved by a great management team!
"I also agree that Intel is now a very highly valued partner so I don’t see any business advantage in upsetting any ego’s. I prefer humility!"
This has hit the nail on the head for me.
This post will seem a little over the top in response to a small two line sentence. I have recently been added to a discord community for software engineers and it has been eye opening for me.
I'm beginning to realise the impact our retail shareholder base is having on the wider community.
Ubiquitous requires acceptance industry wide which requires egos to be pushed to one side. For akida to win, other technologies must lose. That is the battle of market share. Ocean's start blue but as competition increases they turn red.
Brainchip shareholders have a really bad habit of aggressively promoting Brainchip on LinkedIn and other social media sites whilst also dismissing other technologies. We all think we know about neuromorphic computing but truth is most of us have no fucking idea how a neural network truly works, or how to train one, or how to develop artificial intelligence systems. Some of us have learnt more than others, but for most shareholders, the learning is limited to high level theory and buzz words and so our comprehension is truly limited.
The constant Brainchip flag-flying on social media comes from a place of passion, but at some point, abrasiveness and obnoxious overrunning of the #neuromorphic threads will annoy some people. Some people being those engineers on the tools who aren't invested in any company and are simply invested in outcomes, research and making a difference.
Human's can by their very nature be very head strong and opinionated. I wonder how many engineers out there right now are refusing to look at or give akida a go because they've been annoyed by "stock-bro's" who sing the akida song but actually have little understanding about the underlying technology.
Regarding the discord community, I had originally intended to steer the conversation towards akida but having learned the gripes some have with our community, I have since decided it is best to sit back, take notes, see what is being discussed and keep an eye out for any akida related news or findings.
So far, akida has come up several times, but in each case, it has been engineers pulling the piss out of our shareholders on LinkedIn etc.
I'll try to remember to share some of the conversations here at a later date so you can all see what I'm referring to, but in the meantime, try to be mindful of what you post.
You never know who's ego you're bruising and the financial or commercial impacts that bruise may have on our beloved company. After all, we need software engineers and researchers alike to accept and take on akida technology for it to become ubiquitous.
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