BRN Discussion Ongoing

[HopalongPetrovski]

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I'm pretty sure he's saying your from the Bosphorus and I'm a moron.

 

[HopalongPetrovski]

Variable cost per chip I am assuming is also based on FX currency rates.......who knows what the exchange rates will be when they produce or sell? It was probably based on FX rates at the time. Dementatron is just a shorter looking to sow doubt as usual and pissing all over the place

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Happy as Larry

Oh. Is he Larry?
Sorry, didn't realise.
Time for another gin then I guess!

 

[Diogenese]

I'm pretty sure he's saying your from the Bosphorus and I'm a moron.

If you put more on you'll distort the performance characteristics.

 

[Pom down under]

I'm pretty sure he's saying your from the Bosphorus and I'm a moron.

 

[7für7]

Hmmmmmm…..

 

[Space Cadet]

Well. If they are going to probe me I hope they use a well lubed AKD1500 and not an edge box!

I'm waiting for the Pico to come out. Should be much more comfortable

SC

 

[Jacob Kiraz]

It Doesnt matter,
AGM Is coming up and the year is nearly into Its 3rd Month, Lers see how deep Brainchip goes inro the year.
Alot of products on offer

 

[Bravo]

Hi Pom or anyone.
@Bravo old girl take pity on a befuddled pensioner.

Sorry if I am going over old ground but was there an explanation arrived at regarding the variable cost per chip $2.94 amount quoted?

Either the chips cost $2.94 each, flat, regardless of the quantity we order or, given that word "variable", that is a minimum or maximum cost per chip depending on how many we order at a time.

Am I overthinking or under thinking this?

Hi Hoppy,

Unfortunately, I only know as much as everyone else here, which seems to be...not bloody much.

I feel like a bit of a goose because I seem to have started this whole debate of biblical proportions because I was trying to make a much simpler point, namely that none of us know what RTX (or anyone else for that matter) would actually be paying per chip. Although we've seen the slide that references a $4–$50 price per chip (volume dependent) range, we don’t actually know what “volume” means in BrainChip world or where on that sliding scale a customer would sit.

So, my comment was about revenue uncertainty. But somehow, I know not how, it has apparently become incumbent upon me to explain the history of semiconductor costings and the empirical and ethical virtues of variable cost versus fixed cost allocations and how this does or doesn't tie in with the huge sum of money Jeff Bezos recently spent on the Melanoma documentary. I have no insight into any of those matters, sadly.

The truth is, I don’t know anything worth reporting other than the fact I’m about to top up another glass of vino before I’m asked to produce a wafer yield sensitivity spreadsheet.

Cheers!