BRN Discussion Ongoing

[Bravo]

So I got thinking about the potential markets of our partners.

NB: The following is just my daydreaming, and not based on sufficient solid information to serve as investment advice.

This is a list of what I think are some of our larger potential partnership markets, ranked in my guess at the relative potential markets.

Happy to have this dissected and forensically examined.

Akida Market Partners

• MorseMicro
• Prophesee
• SiFive
• Valeo
• Socionext
• Edge impulse
• nViso

MorseMicro

The potential market for MorseMicro’s HaLow WiFi gateway is massive.

MorseMicro has the HaLow ultra-low power, ultra-long range, multitude WiFi for IoT.

The creators of HaLow include the inventors of the original WiFi.

HaLow could potentially become the standard for multi-device WiFi gateways.

If HaLow becomes the standard, not only could Akida be used in the gateway, but it may also be required in the connected devices.

The MorseMicro patent for their gateway circuit includes a MAC (multiply accumulate) processor.

Akida can perform MAC operations far more efficiently than a MAC ALU (arithmetic logic unit).

It is also possible that Akida could be used in the communication circuits of IoT devices connected to the HaLow gateway.

MorseMicro is a MegaChips partner, as is BrainChip.

@thelittleshort listed a number of MorseMicro engineers who are following BrainChip. This is significant as MorseMicro does not profess to be an AI company.


Prophesee

Prophesee event-based camera (DVS) and Akida are a hand-and-glove fit.

Akida’s speed and power efficiency surpass alternative technologies previously used with Prophesee.

The potential market for Prophesee is pretty well unlimited, from IoT security through ADAS, to NASA and DoD.

In conjunction with Sony, they have developed a camera blur elimination capability. I don’t know if Akida can be used advantageously with this, but if so, this market alone is huge.


SiFive

SiFive designs processors using RISC-V architecture (RISC = Reduced Instruction Set Computer).

RISC-V is a recently developed computing language and the creators have set up SiFive.

RISC-V is a major competitor to ARM, who use RISC-IV.

The SiFive market is in computers.


Valeo

Valeo makes sensors for ADAS.

Valeo are the market leaders in LiDaR.

Akida has a sweet spot for LiDaR.

The EV revolution will see massive demand for LiDaR in the next few years.


Socionext

Socionext is a major fabless chip designer who produced the production layout for Akida 1000.

They made a co-presentation with BrainChip and nViso at CES2023.


nViso

nViso has human emotion recognition software which has been adapted to utilize the image classification capabilities of Akida at greater than 1000 fps.

This may be useful in implementing the recently-mandated DMS (2022) (Driver Monitoring System) in Europe.


Edge Impulse

Edge Impulse provides ML algorithms for edge devices.

Akida is capable of greatly increasing the processing capability and power efficiency of these algorithms.

Dear Dodgy-Knees,

Do you think you could squeeze Cerence onto your list as a special favour to me?

Thanks in advance, Bravo (BFF’s 4ever)

 

[JDelekto]

Thanks for sharing this article. Always interesting to hear/read the views of 'product developers' or what kind of problems they are trying to solve. In this case for me the most interesting statement was:


To me that dosen't seem to appear a problem that needs to be solved at the edge. Yes of course, it might have its benefits or use cases there also, and maybe it makes the most sense of starting to verify a new technology at the edge because of its obvious advantages (low energy consumption) and the increasing number of AiOT devices or their use cases.

But I've been wondering for some time now if the kind of problems (van neuman hitting a bottleneck as mentioned by this lady) quantum computers are targeted to solve have some intersections with what neuromorphic/event-based computing could already do now or in the near future if scaled for High Performance Computing (large rendering clusters, lots of akidas inside servers etc.).

Has anybody of you an opinion to that?
I would be happy about food for thought/opinions/articles reagarding similar use cases of neuromorphic and quantum computing or using neuromorphic computing for the area of HPC.

How about predicting the weather a week in advance with at least 99.98% certainty?

 

[Rise from the ashes]

Ok first Akida ballista gets a month subscription to forum.

 

[White Horse]

Just because “some legends” have posted “reassuring stuff“ that others find comforting, does not necessarily mean it will come true. Nobody on here is a prophet, and nobody who is respectfully posting about their concerns should be shot down in flames or mocked with memes - it’s childish lowers this forums credibility.

Investors and traders alike, can only act on the information at hand, and right now that information isn’t strong enough to prevent this abysmally poor SP performance. This is why we are being shorted, and this is why shareholders have concerns. It’s justified.

Fact - management are being too coy with announcements. Tony and I have spoke face to face about this, and the company has obvious concerns about ramping, but I believe they are now over correcting. The tape out should have been announced, as should the Intel arrangement. They didn’t need to be marked as price sensitive. Other companies are releasing similar announcements without issue, and the company has an obligation for continual disclosure - not by socials, but by the proper platform.

Fact - there has been less commercial adoption than we all expected. Megachips was over two years ago and Renesas was over a year. Two licences in two years is piss poor.

Fact - the company isn’t releasing enough information to the shareholders about things that matter. What happened to the EAP? How many are still included in the programme? In fact, is the programme still running? Not everyone has the time to spend all day talking to a bunch of anonymous people on a forum to gain insight, nor should they have to. The company needs to do better here.

Echos of baseless optimism on here are getting old. The company needs to start performing financially - it’s not a not for profit, it’s a public company with marketable product. Shareholders need and deserve a proper update on what is actually going on, so we can make informed decisions. Seans statement in the 4c was a cop out.

Continuous bleating, feeding the cesspit.

You are not going to change managements resolve.

You and others can keep this up till you are blue in the face.

Take heed of this famous quote.

Albert Einstein: The definition of insanity is doing the same thing over and over and expecting different results.

 

[Foxdog]

[

Continuous bleating, feeding the cesspit.

You are not going to change managements resolve.

You and others can keep this up till you are blue in the face.

Take heed of this famous quote.

Albert Einstein: The definition of insanity is doing the same thing over and over and expecting different results.

Go back to the crapper Weird Horse. The forum there is much more suited to your style, or distinct lack thereof.....

 

[robsmark]

Continuous bleating, feeding the cesspit.

You are not going to change managements resolve.

You and others can keep this up till you are blue in the face.

Take heed of this famous quote.

Albert Einstein: The definition of insanity is doing the same thing over and over and expecting different results.

Better take my happy pill then and pretend I’m in magic lollipop land.

 

[White Horse]

Are you for real? You choose to have a crack at me for agreeing with someone else's post but you've not said anything to them about the original post That's just weird.

Yes, I am for real. And I highlight the opening words.
Judging by your post, and others.

 

[Colorado23]

Adida ballista

 

[Colorado23]

Ha akida ballista

 

[White Horse]

Better take my happy pill then and pretend I’m in magic lollipop land.

[
Go back to the crapper Weird Horse. The forum there is much more suited to your style, or distinct lack thereof.....

Funny, that's what I was thinking about you and some of your fellow bleaters.

 

[Colorado23]

I feel for some that have been with BRN for the long hall. Like me, I'm sure many hoped this great organisation may be our answer to an early retirement. It may not be as quick as we'd hoped, but there are still so many reasons why I still believe this company is the one to do so. Good luck to you all in 2023 and I'm sure all of your patience will be rewarded.

 

[CrabmansFriend]

How about predicting the weather a week in advance with at least 99.98% certainty?

That's a good use case .
But i assume the quality of prediction would be less dependent on the type of computing (of course there is some horse power for number crunching needed) but more on the amount of quality data collected (temperatures, barometric pressures, humidity, wind directions, cloud movements, etc. ...)

 

[robsmark]

Funny, that's what I was thinking about you and some of your fellow bleaters.

I just say it as I see it pony.

 

[Diogenese]

Dear Dodgy-Knees,

Do you think you could squeeze Cerence onto your list as a special favour to me?

Thanks in advance, Bravo (BFF’s 4ever)

Sorry Bravo,

I still have Cerence in my Black Hats list.

All the companies I listed are confirmed sightings, not dots joined.

As long as they are behind an NDA, or worse, a competitor, they don't get a White Hat.

 

[Quatrojos]

That's a good use case .
But i assume the quality of prediction would be less dependent on the type of computing (of course there is some horse power for number crunching needed) but more on the amount of quality data collected (temperatures, barometric pressures, humidity, wind directions, cloud movements, etc. ...)

It would be an awesome use case if the weather wasn't a chaotic system.

 

[Slade]

@JDelekto Thanks, yes the link works for me too but previously that link would have taken you to a different megachips website, not the English version of the Japanese site.

 

[cassip]

Hi to all,
I appreciate this place of discussion and would like to add something.

• what would be different now if there had been an ASX-announcement for AKD1500?
• did CEO have significant reasons for keeping information on a lower level? Sure there were several for this: concerns about ramping (atm LDA capital shares are beeing sold). So the consideration that the announcement does not make a significant difference (as it is more an successful but expected update of the known company progress and as 4C is due as separate source of information) may has influenced this decision.
• important: is information consistent, as same words are used in the last two 4Cs? Yes: because it was pointed out that there were (macroeconomic and other) headwinds that caused delay. In the present 4C the assumptions on market penetration and broad adoption are confirmed.
• If there is a prospect to (even more) important updates it may be better to limit the official announcments to that.
• In between: current market environment is difficult, for shareholders and for companys as well/all the more.

Just some thoughts.

Regards
Cassip

 

[Diogenese]

Hi to all,
I appreciate this place of discussion and would like to add something.

• what would be different now if there had been an ASX-announcement for AKD1500?
• did CEO have significant reasons for keeping information on a lower level? Sure there were several for this: concerns about ramping (atm LDA capital shares are beeing sold). So the consideration that the announcement does not make a significant difference (as it is more an successful but expected update of the known company progress and as 4C is due as separate source of information) may has influenced this decision.
• important: is information consistent, as same words are used in the last two 4Cs? Yes: because it was pointed out that there were (macroeconomic and other) headwinds that caused delay. In the present 4C the assumptions on market penetration and broad adoption are confirmed.
• If there is a prospect to (even more) important updates it may be better to limit the official announcments to that.
• In between: current market environment is difficult, for shareholders and for companys as well/all the more.

Just some thoughts.

Regards
Cassip

Hi Cassip,

As you say, Tony has confirmed we have got a yellow card and had our hockey stick confiscated.

If we put another foot wrong, the ASX will beat the puck out of us.

 

[Rise from the ashes]

Ha akida ballista

Done, enjoy ad free forum and whatever else it brings.

 

[Bravo]

Sorry Bravo,

I still have Cerence in my Black Hats list.

All the companies I listed are confirmed sightings, no dots joined.

As long as they are behind an NDA, or worse, a competitor, they don't get a White Hat.

Does a confirmed sighting in my crystal ball qualify?