BRN Discussion Ongoing

[Diogenese]

The podcast is available now.

https://brainchip.com/episode-24-br...andan-nayampally-discussing-the-future-of-ai/

I was hoping to hear something concrete on LSTM/transformers.

 

[perceptron]

Another great podcast.

 

[Tezza]

Good listen but missed opportunity, update on next 12 months could have helped set this podcast apart!

 

[Xray1]

Good listen but missed opportunity, update on next 12 months could have helped set this podcast apart!

Let's hope the upcoming AGM is full of substance rather than a futuristic fluff podcast.

 

[toasty]

The podcast isn't a therapy session for holders, it has always discussed the tech.
If you haven't found anything new in it, I'm not sure what you listened to tbh.
We didn't even know Akida10 was possible let alone a goal likely to be achieved by 2030.

As others have said, an update on LSTM and transformers would have been valuable. What may or may ot happen in 10 years is midly interesting but not currently relevant. PVDM has always talked about AGI being the end goal so reference to that is certainly not new information.

 

[wilzy123]

@wilzy123 you know what to do

*lights the dumpster in anticipation*

 

[mrgds]

Yep, didn’t answer any questions I had been thinking of.

Yep, i think these "fireside chats" should include some shareholder inclusion, say via a Q&A

Nothing new for me. Now to wait another month for the same? .............

 

[HopalongPetrovski]

The podcast isn't a therapy session for holders, it has always discussed the tech.
If you haven't found anything new in it, I'm not sure what you listened to tbh.
We didn't even know Akida10 was possible let alone a goal likely to be achieved by 2030.

Considering we are just around the tape out phase for AKD1500 I thought PVDM's statement about AKD10 by 2030 was astounding.
Although, given Peter's age and with some idea of his ambition and hopes, I guess he needs to get a wriggle on.
Good news for us older investors and a brave new world coming for you youngsters out there.

I wonder if "nature will find a way" ala Jurassic Park when it comes to the idea of keeping AGI constrained to beneficial (for humankind) purposes?
I truly doubt it can be contained forever, but it doesn't necessarily have to lead to a dystopia.
Perhaps it can evolve into a partnership of sorts and probably leads through, and to, more or less a melding.
Really is sci fi coming to life..............it's exciting.

 

[MrNick]

NDA's seem to include shareholders now too. Marketing guy spoke well... but the whole pod was one of the most lacklustre yet.

 

[Slade]

Good to hear from Nandan, listening to him speak reminded me of my favourite BRN partner speaker, Sailesh Chittipeddi from Renesas. Pleasant, confident, succinct and knows his stuff. My attention now turns to the yearly report which I think will come out this week. From there it’s on to another quarterly and then the AGM where I believe we will get some good updates on the commercial front. Just a little more patience.

 

[toasty]

Good to hear from Nandan, listening to him speak reminded me of my favourite BRN partner speaker, Sailesh Chittipeddi from Renesas. Pleasant, confident, succinct and knows his stuff. My attention now turns to the yearly report which I think will come out this week. From there it’s on to another quarterly and then the AGM where I believe we will get some good updates on the commercial front. Just a little more patience.

Hope you're right. I've been patient for 7 years now...............

 

[Sickdude]

One thing for sure, won’t we selling a single share before 2030

 

[Xray1]

One thing for sure, won’t we selling a single share before 2030 View attachment 30057

Are you wearing "Rose Coloured Glasses" ??? ...... The AGI will most likely be covered with an NDA of some kind with an ongoing " Cone of Silence " scenario.

 

[Slade]

Hope you're right. I've been patient for 7 years now...............

I feel you. That’s a long haul. I’m not sure I would have had the patience. But given that we haven’t been in the commercialisation phase very long, I personally think that the next 10 months will provide the answers that many of us are looking for.

 

[Damo4]

As others have said, an update on LSTM and transformers would have been valuable. What may or may ot happen in 10 years is midly interesting but not currently relevant. PVDM has always talked about AGI being the end goal so reference to that is certainly not new information.

I too would have liked a mention about LTSM and why Akida1500 seemingly is different to the original roadmap.
That wasn't what I was replying to in your message though, we all know this is the first we are hearing about a commercial plan for Akida10.
That to me is significant, and it was the first thing everyone started posting about, so other agree.
Also the yearly has nothing to do with the podcasts so I'm not sure why you mentioned it

 

[Rise from the ashes]

Yep, i think these "fireside chats" should include some shareholder inclusion, say via a Q&A

Nothing new for me. Now to wait another month for the same? .............

I think most wouldn't give a stuff if the share price was over a dollar am I right?

 

[toasty]

I feel you. That’s a long haul. I’m not sure I would have had the patience. But given that we haven’t been in the commercialisation phase very long, I personally think that the next 10 months will provide the answers that many of us are looking for.

I certinaly hope so. In my view one of the reasons for only now being in the commercialisation phase is that we have altered direction a couple of times. During the "accelerator/fpga" phase I was in direct contact with management about a very viable video/building automation use case. After some intial testing (which showed good potential) management cut off any further work with us saying they wanted to concentrate on law enforcement applications. Look how well that turned out..................

 

[Rise from the ashes]

I feel you. That’s a long haul. I’m not sure I would have had the patience. But given that we haven’t been in the commercialisation phase very long, I personally think that the next 10 months will provide the answers that many of us are looking for.

Slade how long have you been holding I always thought you were OG.?

 

[Techinvestor17]

Slade how long have you been holding I always thought you were OG.?

Your the OG mate, RAYZ is also another OG. There was another I’m sure but I can’t remember what their handle was called

 

[Seenitallnow]

I cannot believe the disdain that many are showing towards this podcast.

The conversation was clearly targeted to help shareholders understand that the future is bright.....the AKIDA1500 tape out was a focus with Rob clearly saying it has a specific consumer focus targeting high volume production.....he almost spoon fed the fact that there is a specific application that it has been produced for to suit the design of an existing client. He couldn't say anymore than that and Nandan was clearly supporting his assertions. GF would not have taken it on to become a part of their product suite if they weren't convinced the demand is there. Their time and resources are too valuable to back a hail Mary play.

Don't forget this is on top of the Renesas announcement that they are producing a consumer product incorporating Akida1000 IP.

The early part of the podcast focussed on why will be successful...ie we have low energy and fastest processing with on chip learning.......no wonder we have attracted the quality of staff like Nandan. He couldn't have sounded more confident in our future.

It's still very early days in the this edge AI revolution and we are planning to be around longer term as evidenced by Peter's 2030 forecasts.Significant revenue is coming whether that be 2023, 2024 or 2025 it doesn't really matter as the forward looking nature of markets results in the need to stay invested right now. Those who want to play short term volatility good luck to you but the one thing all types of investors have in common is we wish to buy either now or later!!

GLTAH DYOR