
ASX Investor
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9938 回視聴 ・ 276いいね ・ 2023/05/24
We have the Brainchip CEO (BRN) Sean Hehir joining us on the ASX Investor channel today.
We discuss Brainchip’s (ASX: BRN) recent progress in this ASX CEO Interview on their journey to commercialising their Akida AI technology in the neuromorphic computing space.
Brainchip are an ASX technology stock aiming to be a major player in the artificial intelligence revolution that is emerging. BRN’s Akida technology is a neuromorphic computing solution aiming to facilitate AI at the edge.
Today we discuss Brainchip’s Akida technology and their strategy to commercialise their neuromorphic computing technology amidst renewed focus in the artificial intelligence space. We discuss the Brainchip (BRN) story as an ASX technology stock and explore where ASX: BRN may head from here with the semiconductor industry attracting ASX Investors and ASX technology enthusiasts interest.
Brainchip CEO Sean Hehir provides a range of insights throughout this wide reaching ASX CEO interview exploring the Brainchip & artificial intelligence opportunity with the focus on moving towards widespread Akida commercialisation. A big thank you to Sean Hehir for joining us on the ASX Investor channel to unpack the ASX: BRN story.
We look forward to touching base again in the future to hear more about Brainchip and discussing news announcements as ASX: BRN continues to scale as an ASX technology growth stock.
The following timestamps have been added to guide your viewing experience:
00:00 – Welcome
00:53 – Who is Brainchip? (ASX: BRN)
01:46 – Brainchip’s Akida use-cases
02:50 – Why Brainchip released Akida 2.0
03:53 – Brainchip’s refreshed commercial strategy
05:02 – Reflections on Brainchip’s past 12 months
05:41 – Any missing building blocks at Brainchip?
06:12 – Akida 3.0, 3rd generation discussion
07:00 – Does Akida 2.0 make Akida 1.0 redundant?
07:42 – Benefits from the new generation of Akida
08:20 – Changing discussions with potential customers
08:39 – Brainchip’s commercial business model
09:47 – Brainchip licensing discussion
10:30 – Why technology ecosystems matter
12:33 – How ecosystem development has changed commercial conversations
13:14 – Early Access Program (EAP) discussion
13:47 – Typical AI IP sales cycle
14:31 – Brainchip’s ASX disclosure practices
15:14 – The companies increased marketing focus
15:50 – How ChatGPT has catalysed artificial intelligence hype
16:24 – How Brainchip are playing in the AI IP cycle
17:50 – Brainchip’s revenue discussion
18:40 – Future funding pathway
18:52 – Dual listing discussion
19:14 – Brainchip’s share price reflections
19:47 – Brainchip valuation discussion
20:38 – The companies scale-up trajectory
21:38 – AGM remuneration strike
22:17 – Expenses and cash burn trajectory
23:01 – Questions from the AGM
23:54 – Reflections from the AGM discussion
25:01 – What does success look like for Brainchip?
25:35 – When will Edge AI occur?
26:31 – Brainchip’s board experience
27:13 – The future of Artificial Intelligence
27:53 – The motivation for building the Brainchip mission
29:01 – Why Sean Hehir chose Brainchip
29:52 – Final reflections for Brainchip shareholders
#Brainchip #BRN #ASXInvestor
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