BRN Discussion Ongoing

[Bravo]

https://www.autodaily.com.au/mercedes-rival-to-the-tesla-model-3-imagined/

 

[Schwale]

Back home on PC.

Much criticism has been levelled at Sean Hehir for not communicating with shareholders over the last several months and to some extent this type of criticism has been made since shortly after he took the reins at Brainchip.

My intention is not to debate the merits of the criticism suffice to say I on two occasions have made clear a concern I had about his communication style, but as I am just an old technophobe without any experience of running, for the sake of this discussion a Silicon Valley type technology start-up that originated from Australia currently listed on the ASX and intending to eventually launch on Nasdaq during a time of global turbulence with the major shareholders and founders looking over my shoulder, so I expressed those concerns directly to the company.

In expressing those concerns it was emphasised that the company was in the process of reinventing its corporate branding as a commercial entity and while it appeared to be taking backward steps these measures were essential if the end goals were to be realised.

I probably do not need to write that Tony Dawe has been under almost constant attack for the best part of six months from shareholders concerned about the direction of the company and that over this time the company has only poorly at one level communicated the importance of what was taking place to set the foundations for success.

These foundations can be summed up from the company's point of view in the one word "ECOSYSTEMS".

So if we look at the avalanche of news over the last couple of weeks, today's promise by Sean Hehir of more to come, and the focus of today's podcast fronted by Sean Hehir being "ECOSYSTEMS" and the qualifications of the guest to speak precisely on this point it is my impression that this podcast was Sean Hehir trying to explain to shareholders why the pain of the last 18 months since his appointment had been necessary.

I posted earlier a quote relating to competitors but the overall paper is about whether the world is ready for neuromorphic computing and in essence it does nothing if not make clear that in the absence of what Sean Hehir and his guest describe as "Ecosystems" an AKIDA technology revolution cannot take place.

Building these "ECOSYSTEMS" is not sexy, it does not bring in immediate income but without technology "ECOSYSTEMS" AKIDA will have no value to anyone.

Sean Hehir used at the AGM last year his three legged chair to describe what he was doing and how without one of the legs a three legged chair cannot stand or be of any use.

"ECOSYSTEMS" were one of the legs of this chair and today was Sean Hehir attempting to explain with the assistance of someone who has done it for Nvidia why taking the time to build "ECOSYSTEMS" to support AKIDA technology just had to be accomplished otherwise failure would be the outcome.

I hope that this podcast has drawn a line in the sand and that going forward we will see a change in the communication that takes place with shareholders and in this regard I am not talking about lots of IP licence agreements being announced what I am talking about is a less introspective style, one where Sean Hehir takes on fully the role of visionary CEO leading from the front confident that all the foundations needed including "ECOSYSTEMS" are firmly in place.

If this all sounds a bit Tesla-ish having a vision that shareholders, customers and "ECOSYSTEM" partners can embrace is in my opinion absolutely essential if Brainchip is to lead the Artificial Intelligence revolution and have the world follow AKIDA technology science fiction forward into the 4th Industrial Revolution.

Well you did ask.

My opinion only DYOR
FF

AKIDA BALLISTA

Excellent summation Fact Finder and truly forward looking thoughts generously shared as always. After listening to this podcast i am even more convinced that the path taken will lead us to ultimate success.

There will come a day in 10 to 15 years time the valuation of Brainchip sitting on the NASDAQ exchange with a value equal to if not greater than Nvidia stock price!

 

[Steve10]

The Arm Cortex-M85 processor Renesas was using at Embedded World for demo is a new Renesas product yet to be released.

The chip was covered with a white sticker with M85.

Should get an announcement when Renesas launch the new chip with Akida IP.

 

[Steve10]

The new Renesas chips using ARM Cortex-M85 are most likely in production now pre-launch.

Wonder how many million they will manufacture & when the royalty is paid?

Maybe they have orders already from OEM's.

10M chips x 30c = $3M revenue would be a good start.

 

[Newk R]

Shit, I hope it comes quicker, I won't be around in 15 years time

I'm with you buddy. I'd prefer 15 days. I'm hopeful of making that.

 

[Fact Finder]

Shit, I hope it comes quicker, I won't be around in 15 years time

Neither will I but hopefully my family is sitting around saying nice things about me.

 

[Calsco]

The new Renesas chips using ARM Cortex-M85 are most likely in production now pre-launch.

Wonder how many million they will manufacture & when the royalty is paid?

Maybe they have orders already from OEM's.

10M chips x 30c = $3M revenue would be a good start.

I think this has been discussed before but I could be wrong, the royalties are paid once the chips are manufactured that way we still get paid even if the product doesn’t sell.

 

[mototrans]

Mmm......... interesting mccabe84. common event huh ?
I recently had to replace an aircraft battery (lead acid) and looked hard for a suitable Lithium replacement to help reduce weight (aerobatic aircraft) and improve performance.
After talking/researching the various types of Lithium batteries I decided to stay with a normal lead acid battery as I could not be convinced by salesmen or marketing that a Lithium battery would not suddenly have a "thermal runaway" event while pulling a 5 g maneuver.
One battery salesman even suggested I would be able to use my parachute if such event happened, to which I did not bother trying to explain that the battery is located behind the pilots seat some 8 inchs from the "parachute" .

Back to a heavy old lead acid battery yet again! Maybe one day...........

Yak52

Have a look at Graphene... we use them in RC applications because it tends not to burn whats left following a "undesired aircraft state" landing.. i think the only negative could be potential fluctuating discharge rates which sensitive equipment might not like.. like everything, i think it has the potential to become a game changer with development...

 

[FabricatedLunacy]

Don't sweat it Brother.
I just had a quick look back at my records and note that I spent most of 2016, 2017, 2018, 2019 underwater ranging from 15 - 63% down.
Wasn't really till mid 2020 that I got to breathe again and have been in positive territory, sometimes spectacularly so, ever since.
And we know those times will come again.
We are on the good ship Brainchip and whilst we are currently in somewhat choppy waters with an annoying headwind and enduring the merciless privations of pirates, we are on a sound vessel with an excellent Skipper and crew, guided by our proven North star, PVDM.
Our turbines are now firing up and at some point soon we will be making solid headway again, leaving the detritus and stench of the malodorous rat people behind, free to devour each other.
We are on our way to the promised land and we who have endured have earned the right to a prosperous future.

Bring it, Brainchip!

Thanks. Yeah I’m not worried. It’s more of a “ohhh efff me…”. Then my rational brain side takes over and I decide to just not look at it for a while .

 

[Fact Finder]

I think this has been discussed before but I could be wrong, the royalties are paid once the chips are manufactured that way we still get paid even if the product doesn’t sell.

I think that this is one in the same with Renesas. Having their own foundries they operate a just in time model where they only produce a chip in response to an order.

They get an order from Qualcomm for a million MCUs. They produce the MCUs and ship the MCUs to Qualcomm and issue the invoice.

However as Brainchip is the minnow the shark tells it how and where it can swim and as such we can all only guess at what terms of trade Brainchip to get a sale will agree too and what terms of trade Renesas will offer on a take it or leave it basis. Once AKIDA technology is ubiquitous then these sort of issues will be reversed.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[HopalongPetrovski]

Know your shorter!
Recent documentary on their behaviour and general repulsiveness.
Apparently once they've had their fill they will just fall off.

 

[Steve10]

ARM chips sold per year in chart.

Looks to have gained traction around 2000 when dial up internet was growing & growth increased when ADSL was launched early 2000's.

Internet has matured. Now it's AI & IoT growth.

 

[Diogenese]

Have a look at Graphene... we use them in RC applications because it tends not to burn whats left following a "undesired aircraft state" landing.. i think the only negative could be potential fluctuating discharge rates which sensitive equipment might not like.. like everything, i think it has the potential to become a game changer with development...

"Graphene" - Have a look at Talga - Silicon/graphene anode in lithium battery.

 

[Rise from the ashes]

https://teksun.com/teksun-partner/

View attachment 32152

Wow excellent find Stuart. I was doing the usual speed scrolling through posts and noticed the huge number of reactions your post got. So slammed brakes on, backed it into reverse pulled up next to your post, had read then fainted.
Sorry @Pmel I've moved on from that Mercedes tweet
It was fun whilst it lasted

 

[rgupta]

49% down in my portfolio…

Time to not look at the account for a while. I have confidence this will go up and beyond my modest expectations. But days like the last few have been interesting for ones conviction. I’m still 100% sure I make money back however. So it’s just a step back. Breath. And move on.

I am not a trading expert. But when you look at the shorter activity there we 5 million shares shorted last week only. So when the shorters are so active the only way to out of that is a big announcement. If we get get one then it is good or you can chalk out a strategy based upon your belief in the technology.
Just a reminder every technology company had gone through these patches. Tesla is the latest example of late. Even companies like apple had gone through same type of a patch and it is not extraordinary.
Dyor

 

[VictorG]

Seems like Teksun have updated their partner page.

Teksun Partner

teksun.com

 

[Steve10]

Have been reviewing the MCU market & Renesas is mentioned in all reports. It's another huge market within the AI market.

The global microcontroller market size was USD 30.63 billion in 2021. The market is projected to reach USD 51.13 billion by 2028 at a CAGR of 7.6%.

https://www.fortunebusinessinsights.com/microcontroller-market-106430

Was looking to identify Renesas' competitors in the reports as potential BRN customers.

The following companies appear in the reports:

Fujitsu

Fujitsu Artificial Intelligence Technologies

AI technology is the new engine powering the discovery revolution

www.fujitsu.com

Cypress Semiconductor/ Infineon

artificial-intelligence - Infineon Technologies

Promopages

www.infineon.com

NXP Semiconductor

AI and Machine Learning

With a broad IC portfolio, NXP artificial intelligence (AI) core technologies enable AI and machine learning for edge applications in automotive, industrial, and IoT.

www.nxp.com

Microchip

Machine Learning | Microchip Technology

STMicroelectronics

Give your product an Edge

Free SW tools to embed Machine Learning on STM32 MCU and MPU. Edge AI can improve your product in a simple, fast, and cost-effective way.

stm32ai.st.com

Texas Instruments

Edge AI technology | TI.com

Scalable, integrated devices optimized for innovating and executing neural network-based applications.

www.ti.com

Toshiba

Toshiba Clip | AI

www.toshiba-clip.com

Broadcom

Broadcom Inc. | Connecting Everything

Broadcom Inc. is a global technology leader that designs, develops and supplies a broad range of semiconductor, enterprise software and security solutions.

www.broadcom.com

Holtek Semiconductor

https://www.holtek.com/

Silicon Labs

Silicon Labs

Silicon Labs makes silicon, software and solutions for a more connected world.

www.silabs.com

Intel

Explore Intel® Artificial Intelligence Solutions

Learn how Intel® artificial intelligence solutions can help you unlock the full potential of AI.

www.intel.com.au

ON Semiconductor

Intelligent Power and Sensing Technologies | onsemi

www.onsemi.com

Zilog Inc

Zilog

Zilog

www.zilog.com

So the above companies will have to embed Akida or a competitor's neuromorphic IP into their MCU's for AI applications to remain competitive. Otherwise, they will be left behind & Renesas will be number one in MCU's for AI market.

 

[Townyj]

Seems like Teksun have updated their partner page.

Teksun Partner

teksun.com

View attachment 32212

Yup.. beat me to it

 

[Lex555]

Qualcomm Expands Connected Intelligent Edge Ecosystem Through Groundbreaking IoT and Robotics Products

www.qualcomm.com

View attachment 32203

The Robotics RB2 platform that was just released smells like a duck, ‘on device AI …. Classification.’

Does it quack?

Embedded World: Qualcomm unveils Robotics RB1 and RB2 platforms - New Electronics

Qualcomm has unveiled two new platforms to aid developers looking to create the next generation of high-performance everyday robotics and IoT products.

www.newelectronics.co.uk