You could change your handle to resident "Linkedin Sherlock "![]()
And just for you, there was even an " Infineon " in there as well.Or "Linkroot" because it has certain ring to it.![]()
That's a great response from Tony Dawe, there's a lot to be encouraged about in that response which you've rightly pointed outFirst post here about anything for a long time. No promises I get it right ok.
But I thought I would share a few points highlighted in the following letter. This letter we have all seen before back in early Feb 2023 from a poster here, where Rob replies with some valuable points to consider!
Sections are extracted below.
--------------------------------------------------------------------------------------------------------------------
Investor Relations - IR Brainchip Inc. < ir@brainchip.com> Thurs 2 Feb 2023
Thank you for your email and support of Brainchip.
.............
Although you can't see it in the 4C reports there is a huge amount of work being done to secure commercial bookings and this work is increasing as we continue to add new people in key roles within our sales team, both in the Us and in key global markets. The other thing that is not visible in the 4C reports is the focus we have on developing new products to meet the diverse and growing requirments of customers. As you will have noted, we have recently announced the tapeout of akida 1500, which is a variant of the Akida 1000 and was developed because of direct engagement with our customers. We are also working on the release of our next generation chip, Akida2000 later this year which we believe will appeal to many customers.
In conclusion, while I hear your comments and note your fustration with the time its taking for us to deliver on our promise, I would counsel that you be patient and give us more time. the only thing that has happened in the past 12 months is that we've become a much stronger and more focused company and our technology has become better known and understood by the market. It's only a matter of time before that translated into commercial success.
Tony Dawe
Director Global Investor Relations
.............................................................................................................................................
OK.
1. they are securing commercial bookings - (getting in front of potential customers.)
2. developing new products to meet the growing requirements of customers - (positive interaction on product development with customers)
3.recent announcement of AKIDA 1500 - (we are all aware of this and WHY Akida 1500 is being taped out and by WHOM)
4. (Akida 1500) was developed because of DIRECT engagement with customers - ( again direct engagement with customers)
5. RELEASE OF OUR NEXT GENERATION CHIP , AKIDA 2000.........LATER THIS YEAR - (AKIDA 2000 being released in 2023)
6. matter of time before all this translates into commercial success - ( strong words, to make a promise like this -ie: give it time & there will be commercial success)
the only problem I see is the lack of engaging the Australian (and world) Stock markets and thereby BRN shareholders and potential NEW shareholders on the ASX with any form of company update regarding these factors.
The average Australian shareholder/investor knows nothing about this and really anything about BrainChip at all. The ASX is a dead space for researching info about BrainChip that is an Australian registered company and this is just dead wrong, unbelievable!
Next week (22nd feb) ASX price sensitive coming out according to TECH.
What might be released before that maybe/hopefully?
Yak52
sorry wanted to insert image (JPEG) of the email mentioned above but cannot seem to download pics from my desktop. ??![]()
I'm sure it will turn out happily ever after because the Prophesee glass slipper fits Akida like a glove.Brainchip stays at home alone is that what you mean?
But why?
![]()
... but does their motor work?Traditional manufacturers are much more advanced than Tesla. After Mercedes, it is BMW Group's turn to start automatic valet in collaboration with Valeo. This offers a turnkey ecosystem to facilitate the automation of connected parking. Read it up
https://lnkd.in/eP3-49rG
The Bavarian brand, which was overtaken by Mercedes in level 3 driving and level 4 fully automated parking, wants to catch up. And the key technology partner will be Valeo.
I repeat Bavarian!!!
View attachment 29804
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BMW accélère dans la conduite automatisée
La marque bavaroise, qui a été devancée par Mercedes pour la conduite de niveau 3 et pour le stationnement entièrement automatisé de niveau 4, entend bien rattraper le retard. Et le partenaire technologique de référence sera Valeo.www.autonews.fr
I've spent a bit of time going through the products on the EmbeddedWorldGermany website and identified the ones that have something to do with AI / edge AI applications. Many of the products seem to be using Hailo, but it would be interesting to see what everyone elses take is on these products and which may contain AKIDA.Embedded World Germany. Maybe some of our German friends can go! I wonder what the list of "Partner Booths" is? And I would love to learn about Akida 1500!
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Hi Yak,First post here about anything for a long time. No promises I get it right ok.
But I thought I would share a few points highlighted in the following letter. This letter we have all seen before back in early Feb 2023 from a poster here, where Rob replies with some valuable points to consider!
Sections are extracted below.
--------------------------------------------------------------------------------------------------------------------
Investor Relations - IR Brainchip Inc. < ir@brainchip.com> Thurs 2 Feb 2023
Thank you for your email and support of Brainchip.
.............
Although you can't see it in the 4C reports there is a huge amount of work being done to secure commercial bookings and this work is increasing as we continue to add new people in key roles within our sales team, both in the Us and in key global markets. The other thing that is not visible in the 4C reports is the focus we have on developing new products to meet the diverse and growing requirments of customers. As you will have noted, we have recently announced the tapeout of akida 1500, which is a variant of the Akida 1000 and was developed because of direct engagement with our customers. We are also working on the release of our next generation chip, Akida2000 later this year which we believe will appeal to many customers.
In conclusion, while I hear your comments and note your fustration with the time its taking for us to deliver on our promise, I would counsel that you be patient and give us more time. the only thing that has happened in the past 12 months is that we've become a much stronger and more focused company and our technology has become better known and understood by the market. It's only a matter of time before that translated into commercial success.
Tony Dawe
Director Global Investor Relations
.............................................................................................................................................
OK.
1. they are securing commercial bookings - (getting in front of potential customers.)
2. developing new products to meet the growing requirements of customers - (positive interaction on product development with customers)
3.recent announcement of AKIDA 1500 - (we are all aware of this and WHY Akida 1500 is being taped out and by WHOM)
4. (Akida 1500) was developed because of DIRECT engagement with customers - ( again direct engagement with customers)
5. RELEASE OF OUR NEXT GENERATION CHIP , AKIDA 2000.........LATER THIS YEAR - (AKIDA 2000 being released in 2023)
6. matter of time before all this translates into commercial success - ( strong words, to make a promise like this -ie: give it time & there will be commercial success)
the only problem I see is the lack of engaging the Australian (and world) Stock markets and thereby BRN shareholders and potential NEW shareholders on the ASX with any form of company update regarding these factors.
The average Australian shareholder/investor knows nothing about this and really anything about BrainChip at all. The ASX is a dead space for researching info about BrainChip that is an Australian registered company and this is just dead wrong, unbelievable!
Next week (22nd feb) ASX price sensitive coming out according to TECH.
What might be released before that maybe/hopefully?
Yak52
sorry wanted to insert image (JPEG) of the email mentioned above but cannot seem to download pics from my desktop. ??![]()
Yes, but it left out the one about the customer's commercial requirements.At what stage of the adoption of a neuromorphic SNN technology do non-disclosure agreements have a cost benefit ratio less than one? What are some critical milestones that need to be met before the use of new technology becomes a positive selling point for adopters?
chatgpt: 'Non-disclosure agreements (NDAs) are typically used in the early stages of technology development to protect intellectual property, trade secrets, and other confidential information. As the technology moves closer to commercialization, the cost-benefit ratio of NDAs may decrease, as companies need to share information with potential partners and customers to generate interest and secure funding.
In the case of neuromorphic SNN technology, critical milestones that need to be met before the use of the new technology becomes a positive selling point for adopters include:
Once these critical milestones are met, the benefits of disclosing information about the technology may outweigh the costs of using NDAs, as potential partners and customers may be more willing to invest in and adopt the technology."
- Demonstrated performance: The technology needs to be shown to work reliably and effectively in a range of applications.
- Scalability: The technology needs to be scalable to meet the needs of large-scale applications.
- User-friendly interface: The technology needs to have a user-friendly interface that allows non-experts to easily use and integrate the technology into their systems.
- Cost-effectiveness: The technology needs to be cost-effective, both in terms of the hardware and software required to implement it and in terms of the time and effort required to learn and use the technology.
- Regulatory compliance: The technology needs to comply with relevant regulations, including those related to safety, privacy, and data protection.
Not a bad response I thought!
Hi Yak,
Welcome back (finished decontamination/quarantine/exorcism from the other place?).
What I gleaned from Tony's message and other information released by the company is that Akida 1500 is not the earlier planned Akida 1500 with LSTM/transformer. It is a pared down version of Akida 1000 without the ARM Cortex. This has a couple of advantages including not having to pay the ARM licence, and a smaller silicon footprint so more chips per wafer.
Also it is being produced in Global Foundries' 22 nm FD-SoI. Coincidentally a new NASA SBIR was released calling for a NN design in 22 nm FD-SoI and without the encumbrance of a processor.
The lack of a processor means it is designed to work as an accelerator with another CPU/GPU which can be programmed to configure the Akida NN.
Another peripherally relevant matter is that there was a recent announcement that NASA was looking favourably on SiFive/RISC-V processors, and they are our mates.
Have to agree with this post at least on the crapperGidday Dio,
yes finished following the crapper for now, did very little posting, just annoying old Shitman mostly. My parting call was to let him know that I know exactly who he is, his business and connections to HC and TMH. Needless to say he squirmed quickly. Now he will be looking over his shoulder constantly wondering whats next. good!
THANKYOU Dio for adding that extra info regarding my posted info. Really helps show clearly the Product side of the business is progressing nicely.
Yak52![]()
Gidday Dio,
yes finished following the crapper for now, did very little posting, just annoying old Shitman mostly. My parting call was to let him know that I know exactly who he is, his business and connections to HC and TMH. Needless to say he squirmed quickly. Now he will be looking over his shoulder constantly wondering whats next. good!
THANKYOU Dio for adding that extra info regarding my posted info. Really helps show clearly the Product side of the business is progressing nicely.
Yak52![]()
Good post mcm.Have to agree with this post at least on the crapper:
Anyone selling BRN's at current prices given there is a podcast about to be released has no idea what they are doing. It will be a long awaited update on where we are at and heading ... and an insight into Akida 1500. I predict Monday will see a sharp spike upwards in the SP.
This informal, “fireside chat”-style conversation features BrainChip founder and CTO Peter van der Made, Chief Marketing Officer Nandan Nayampally and Vice President of Ecosystems & Partnerships Rob Telson discussing the company’s progress as well as providing their perspectives on the AI market today and what the future holds.
Not financial advice ... my opinion only
Yeah, I've long had a strong feeling, the Shareman was a part of HC's "conflict model" which evolved, in my opinion, to a "sentiment manipulative model for financial gain" to the parent organisation.
Just my hypothesis on the matter..
NXP Semiconductors, they sure are in the Edge IoT space. Very interesting 20-minute video.NXP are the next most versatile, but they are no competition - they would not know a neuromorph if they fell over it:
https://www.digikey.com.au/en/product-highlight/n/nxp-semi/i-mx-8m-nano-ultralite
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