BRN Discussion Ongoing
- Thread starter TechGirl
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DingoBorat
Slim
Hey, I'm not playing games Yak.Sorry DB but I cannot agree.
To me reading and understanding the ARM Partner Catalog and its intended use, it is stating that these 4 Companies have USED some ARM Cortex products (lic) which have BRAINCHIP AKIDA IP .....INSTALLED on them.
WHY else would they be listed in the catalog as such?? Please explain how I am misunderstanding this ARM Catalog.
Can ANYONE show me that this is NOT the case?
NOW IF these 4 companies have used (lic IP) from BRAINCHIP according to PVDM statement to a Shareholder these 4 companies MUST PAY $1 Million dollars each for that lice IP use.......... PLUS Royalties when and where they come into play.
Are you now saying that "Crestman" and his discussion with PVDM was "false" or are you saying that PVDM was telling porkies about the ARM licensing agreement?
Seems to me quite a few here do not want the SP to go up yet from here . One would have to think that is so they can "Buy " a few more cheap BRN shares with their weekly pay packet or maybe "shorters" will drop the SP so they can grab a few down lower.
NOT supporting the company because you are "Scalping" the SP is not a very good attitude really.
Each to his own but please do not take the Moral high side while doing this.
I am beginning to agree with Fact Finder (FF) more and more each day now for his reasons to depart this forum!
IF I AM CORRECT...........and I am not stating definitely that I am, but the evidence seems to point that I AM CORRECT.
This means we SHOULD HAVE 4 x $1 Million Lic IP FEEs (ARM Customers) in the NEXT 4C.
Why down play this potential outcome?
Oh yes and quite possibly that $2 Mil leftover to be paid by MegaChips.
Yak52
I want a higher share price here, as much as anyone, but I don't want it building up in anticipation, before the 4C, just to see the shorters take advantage and smash it down, if it disappoints the high expectations, you are raising.
If retail buy and push up the share price before the quarterly, they may get a short term burn, if it disappoints and I don't want to see that, even if longer term, they'll be fine.
If the quarterly, is what you're expecting, I'll be over the Moon, because we will burn through so many shorts, that people will think it's Summer and we're in a heat wave.
The trading opportunities here, do my head in sometimes..
I don't trade, because I'm not good at it and I currently don't have funds to buy more..
Fullmoonfever
Top 20
Posted this chart a few days ago with some others but worth looking at again for the zones we hitting into.
If we look left to the churn of shares in May there was a bit of vol turned over so may find some buyers in that period that hedged on that move running got trapped and may look to be exiting in these zones so will need absorb before next leg.
If we look left to the churn of shares in May there was a bit of vol turned over so may find some buyers in that period that hedged on that move running got trapped and may look to be exiting in these zones so will need absorb before next leg.
F
Filobeddo
Guest
For anyone still unsure about our CARIAD / VW connection.........
(there are more LinkedIn interactions (15+), I've only posted a couple)
A central architecture enables more comprehensive software functions
Highly automated, Level 4 driving and lightning-fast over-the-air updates: In this article, we explain how the car of the future is becoming a reality with a new unified architecture.cariad.technology
These high-performance computers are at the core of the new unified architecture. They can control important sensors and also reliably calculate highly complex tasks. Only with them will highly automated driving at Level 4 become possible, which will take passengers comfortably along the highway, for example. For this, algorithms are needed that can learn themselves and act as artificial intelligence in the vehicle.
Only with such a lean, new electronics architecture will vehicles truly become rolling computers. "The platform will be easy to update – frequently and with little customer interaction," says Alf. That's because, instead of having to check the software of dozens of ECUs for errors and update them all individually, in the future only adjustments to the software developed by CARIAD will be necessary. Developers will then be able to upload new functions and error solutions to the vehicle at short intervals. And drivers will only need a few minutes to install them.
View attachment 12333
View attachment 12334 View attachment 12335
View attachment 12336
Great work @mc
It's VW Dub time!!
…..& Loving it 
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DB anyone BUYING their first BRN shares here NOW because of the impending 4C do so at their OWN risk. These are NOT BRN supporters or FOLLOWERS but just short term (pip) investors/traders.
DO NOT HAVE ANY REGARD FOR THEM! They could not care less about you or any other med/long term holder or supporter of Brainchip.
But a recognition of highly probable IP fees hitting the next 4C will help improve the seriously down ramped SP of Brainchip and WHEN and/or IF the IP Fees do eventuate in the 4C the SP will take off from a higher price!
Everyone wanted EVIDENCE of AKIDA being used by companies or the lic IP being used and yet when ARM actually show it to you everyone is walking in small circles trying to ignore it!
WEIRD!
Yak52. my last words on it all. DYOR.
Sirod69
bavarian girl ;-)
I search a little bit and I try to conect with them, but till now i didn´t found anythink about connections to BRNSince these companies are using AKIDA it would seem according to the ARM Partner Catalog anyway (correct?) what do we KNOW
about these 4 companies and their (if any associations) with BrainChip and Akida?
alwaysAi
Plumerai
Darwin Ai
Edge Impulse
Needless to say we are well aware of EDGE IMPULSE.
But what connections ,dots etc of the others ?? Comments or info anyone?
Yak52
I see it differently for 2 reasons:"I got the chance to speak to PVDM and I asked him about the ARM partnership. He told me that the agreement was that they will receive $1M upfront for every ARM customer who wants their device/chip to include Akida IP. And then will get ongoing royalties when that device/chip is manufactured on an ongoing basis" - DingoBorat
------------------------------------------------------
DB based on this it would be reasonable? to assume that we will see possibly 4 of these $1 Mil payments in this 4C plus remainder of upfront ($2M?) from another previous (forget who now).
Below are (2) two pic from ARM Partner Catalogue showing search results for Brainchip.
Pic 1 shows 5 companies namely :
alwaysAi
EDGE IMPULSE
Plumerai
DarwinAi
Brainchip (note- Brainchip seems to listed as (1) in each category also- listing showing (1) one is Brainchip and area it is/can be used?)
Pic 2 shows that all four(4) are using Brainchip in ARM Cortex-A and ARM Cortex-M
Pic 2 shows that two(2) EDGE IMPULSE & DarwinAi are using brainchip also in ARM Cortex-R
The Category list shows where all these 4 companies are using Brainchip Akida.
4 in Vision (all)
3 in Voice (all) - EDGE IMPULSE, Plumerai, DarwinAi
3 in (other) ML - " " " "
2 in Vibration - EDGE IMPLUSE, Plumerai
1 in Robotics - always Ai
1 in Cameras - Plumerai
1 in Embedded - "
(listings showing (1) one is Brainchip and area it is/can be used?)
ALSO note where the listing shows - Industry & Technologies (Pic 2)
Any listing here above (1) one means it is with one of these companies listed above in anything from - Ai, Automotive, Industrial, Healthcare, mobile computing etc, etc.
View attachment 12370
View attachment 12371
Interesting possibilities regarding our next Revenue 4C statement.
Am I wrong about this? ARM Partner Catalog website
Yak52
1. These are ARM partners, not customers.
2. We know about the Edge Impulse partnership and it’s more likely to me that we have similar collaborations with the other companies listed here with no revenue attached (building the ecosystem).
#machinelearning #ai #iot #aiot #tinyml #embeddedsystems #embeddedsoftware | EDGE AI FOUNDATION
According to a recent report from McKinsey, the IoT could have a total economic impact of up to $12.6 trillion per year by 2030.While the IoT is still in its infancy, the AIoT/(tinyML) represents the next wave of the IoT, where AI is used to turn data into insights and actions. The AIoT/(tinyML)...
Sirod69
bavarian girl ;-)
BrainChip selected by U.S. Air Force Research Laboratory to develop AI-based radar
2022-07-25 13:58 HKTBrainChip, the world's first commercial producer of neuromorphic artificial intelligence chips and IP, today announced that Information Systems Laboratories (ISL) is developing an AI-based radar for the U.S. Air Force Research Laboratory (AFRL) based on its Akida™ Neural Network Processor Research solutions.
BrainChip selected by U.S. Air Force Research Laboratory to develop AI-based radar
BrainChip, the world's first commercial producer of neuromorphic artificial intelligence chips and IP, today announced that Information Systems Laboratories (IS
Sirod69
bavarian girl ;-)
"ISL's decision to use Akida and Edge-based learning as a tool to incorporate into their research and engineering solutions portfolio is in large part due to the go-to-market advantages our innovation capabilities and production-ready status provide ” said Sean Hehir, CEO of BrainChip, “We are delighted to be a partner of AFRL and ISL on edge AI and machine learning. We believe the combination of technologies will help accelerate the deployment of AI in the field.”
GOOD POINTS...........marsch85 and you might be correct.
YOU are the FIRST to post any info countering my posts and suggestions for which I thank you immensely. It was a totally honest post and not motivated by other considerations/objectives.
You suggest those companies are Partners and not Customers of ARM, which are like us (BRN-ARM Partner) may be the correct view point.
BUT I would also counter that as much as say EDGE IMPULSE are partners(?) of ARM as they are partners of us (BRN) separately, we (BRN) would also earn income from Lic fees from them (IMPULSE) when they use our product with their own Customers also.
This would also reflect the same with ARM surely?
The other companies listed also have popped up on our radar screens from time to time with Dot joining. Are they using Brainchip lic IP on ARM Cortex products with or to find their own Customers too? If so they owe us IP LIC Fees is quite possible.
Its complex looking from the outside trying to gain an understanding of how it all interlinks and is entwined with no 100% correct understanding possible at this time, but on face value it is certainly possible we could have some IP Lic fees within the next 4C which we ALL know must happen at some time soon.
Thanks for your post marsch85 and much appreciated!
Yak52
It certainly is a good dialogue to have as we try to unpick how the ecosystem will exactly work (and generate revenue).GOOD POINTS...........marsch85 and you might be correct.
YOU are the FIRST to post any info countering my posts and suggestions for which I thank you immensely. It was a totally honest post and not motivated by other considerations/objectives.
You suggest those companies are Partners and not Customers of ARM, which are like us (BRN-ARM Partner) may be the correct view point.
BUT I would also counter that as much as say EDGE IMPULSE are partners(?) of ARM as they are partners of us (BRN) separately, we (BRN) would also earn income from Lic fees from them (IMPULSE) when they use our product with their own Customers also.
This would also reflect the same with ARM surely?
The other companies listed also have popped up on our radar screens from time to time with Dot joining. Are they using Brainchip lic IP on ARM Cortex products with or to find their own Customers too? If so they owe us IP LIC Fees is quite possible.
Its complex looking from the outside trying to gain an understanding of how it all interlinks and is entwined with no 100% correct understanding possible at this time, but on face value it is certainly possible we could have some IP Lic fees within the next 4C which we ALL know must happen at some time soon.
Thanks for your post marsch85 and much appreciated!
Yak52
I used to work for IBM quite a while ago. When we sold SAP software to a customer they would pay the licence fees, etc directly to SAP. We basically had a joint go-to-market and would involve SAP in the sales process. This model is quite standard, but I'm sure there are many other forms of partnerships as well. My assumption is that we partner with Edge Impulse and when they (or when we jointly) sell Brainchip IP to their customers, those customers will pay the license fee and royalties to Brainchip directly. Edge Impulse will likely get a cut and of course also receives $$$ for the services (e.g. design, implementation, etc) they deliver.
DingoBorat
Slim
"But a recognition of highly probable IP fees hitting the next 4C will help improve the seriously down ramped SP of Brainchip and WHEN and/or IF the IP Fees do eventuate in the 4C the SP will take off from a higher price!"
Yak, there are around 70 to 80 million shorts trapped under 90 cents (unless some have already covered at a loss, which is possible).
If the quarterly is anything like what you're suggesting, it doesn't matter where the share price takes off from, they will possibly be closed out and have to cover.
There will not be enough selling volume and the share price, will most probably overshoot 2 bucks.
You should know this, so why all the accusations, that I have an agenda, other than wanting this Company to be successful?
GOOD Post .........AARONASX. This is a really excellent video and 100% on the Mark. ALL should see it at least once.
Add to it the FACT that the ASX houses the Server racks containing those BoTs that the Instos use against us so easily. These servers are in two specially built ASX buildings in Sydney and the ASX leases the "Racks" and connection via fiberoptic directly to the ASX master computers.
The ASX also takes all those extra trading fees generated by those BoTs churning the various stocks and SPs.
An extra bit of info is that these Servers (BoTs) get the true Market info & Trades before anyone else and actually get to make bids/sells based on that info before you and I even see them on our screens! Unfair advantage? lol
Yak52
Fullmoonfever
Top 20
If you liked that video then probs like this one.
I've watched it a few times as just mind numbing in a lot of ways.
Description below and about HFT / Quants. Gives us plebs a look at the fact we really have no chance against the tide but have to just work with it.
It is like 50 mins but worth a view when have time. There is 2 others in the series.
Description
The Wall Street Code | VPRO documentary | 2013
22K
Likes
2,625,488
Views
2013
Nov 4
A thriller about a genius algorithm builder who dared to stand up against Wall Street. Haim Bodek, aka The Algo Arms Dealer. After Quants: the Alchemists of Wall Street and Money & Speed: Inside the Black Box. This is the final episode of a trilogy in search of the winners and losers of the tech revolution on Wall Street. Trading on the financial market is not longer dominated by humans, but by super fast computers and algorithms. The result of this digital revolution on Wall Street is a complex and fragmented financial system that is hard to understand and overseen. A system that we are all connected to. The only people who understand the system a bit, are the people who built it.
Haim Bodek started his own high frequency trading in 2007 and built a from his point of view perfect and fast algorithm. One day it just stopped working. Profits disappeared en he went looking for the cause. He decided to go public with his search to display the rotten system.
GOOD POINTS...........marsch85 and you might be correct.
YOU are the FIRST to post any info countering my posts and suggestions for which I thank you immensely. It was a totally honest post and not motivated by other considerations/objectives.
You suggest those companies are Partners and not Customers of ARM, which are like us (BRN-ARM Partner) may be the correct view point.
BUT I would also counter that as much as say EDGE IMPULSE are partners(?) of ARM as they are partners of us (BRN) separately, we (BRN) would also earn income from Lic fees from them (IMPULSE) when they use our product with their own Customers also.
This would also reflect the same with ARM surely?
The other companies listed also have popped up on our radar screens from time to time with Dot joining. Are they using Brainchip lic IP on ARM Cortex products with or to find their own Customers too? If so they owe us IP LIC Fees is quite possible.
Its complex looking from the outside trying to gain an understanding of how it all interlinks and is entwined with no 100% correct understanding possible at this time, but on face value it is certainly possible we could have some IP Lic fees within the next 4C which we ALL know must happen at some time soon.
Thanks for your post marsch85 and much appreciated!
Yak52
Ummm.........talking with my better half (wifey) and explaining the above post I realized maybe a better way to describe my intent above.
I believe its possible and highly probable that some (future many) companies like EDGE IMPULSE are actual both.........partners with ARM and obtaining product from them (via Cortex) with AKIDA Lic IP for themselfs & third party on selling.......
AND also are partners with us directly to obtain our AKIDA lic IP for their OWN products (?) or other non-ARM companies products they are involved with. Essentially we could derive two revenue sources from EDGE IMPULSE (and other companies) both via ARM and also directly with them. Not everybody wants/needs an ARM Cortex product but do NEED our AKIDA .
Make any sense guys'n'gals? Made total sense to my wife so...........
Yak52
buena suerte :-)
BOB Bank of Brainchip
WELL... all I can say is none of us have got a clue what is going to revealed in this 4C.... it's all speculation!! it's good to see healthy debates going backwards and forwards and that is what this forum is about! I enjoy seeing different peoples views ... there might be little snippets of info/revenue that we are expecting to see but none of us know what payments/fees are due to be included in this report as there is so much that we do not know about! I like many have been in since 2015 and happy to wait a bit longer for substantial revenue to start pouring in ..of which it most definitely will.. in a BIG way! if we get substantial revenue in this 4C then awesome if not then we only have a short time to wait until we do!
slightly adapted but ........ The 4C will do what the 4C does ... very much looking forward to it! Cheers all and Good Luck
slightly adapted but ........ The 4C will do what the 4C does ... very much looking forward to it! Cheers all and Good Luck
F
Filobeddo
Guest
No Macca, correction, that’s right on topic
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