BRN Discussion Ongoing

[DingoBorat]

Hi DB are we talking "Lies, Damn Lies and Statistics"?

They are a lie, because the companies that make up the indexes, are always changing.

Failing companies are removed and successful companies are added.

The larger the time frame, the bigger the lie.

 

[IloveLamp]

SpikeGPT: researcher releases code for largest-ever spiking neural network for language generation

Assistant Professor of Electrical and Computer Engineering Jason Eshraghian and two students recently released the open-sourced code for the largest language-generating spiking neural network ever, named SpikeGPT.

news.ucsc.edu

View attachment 32630

 

[Bigal7425]

On driving holiday to Melbourne and couldn't help myself to this little man at Parkes Observatory View attachment 32716

Spent my primary school years in Parkes.. Good memories

 

[Dhm]

View attachment 32729

Some of you may recall I got in touch with Jason and he told me he would like to try Akida. I gave him the sales email at Brainchip, so we will see what eventuates.

 

[Fact Finder]

Renesas' RA6 MCU's sell for about $20 for volume. The new ARM Cortex-M85 based chips for top range RA MCU's to be released should be at least $20. Qualcomm pays about US 20-30c per chip to ARM & they are on a low royalty they agressively negotiated.

Trying to estimate royalty is impossible. Simply using ARM's pricing model of 2-3% for high volume. The numbers should be used a guide to see what is possible in different market sectors & market overall. They highlight that the TAM is huge & small percentages will result in significant revenue for BRN.

Can more accurately estimate/forecast once revenue commences & details of chip numbers are made available.

Hi @Steve10

I have read as much as I can find about royalties in the semiconductor space including Intel submissions to an Australian Parliamentary Select Committee and think this extract from the Pitt Street Research report is as good as any. Royalties are basically what you can get and what people will pay:

“Royalties: We believe the most lucrative future revenue stream for the company will be royalties paid by customers for each product they sell that includes Akida IP. These royalties are usually a percentage of the customer’s revenue from sales and typically range from 2% to 15%, again depending on the intended application areas, the amount of IP used and expected production volumes. Notably, royalty percentages also depend on the uniqueness of the IP that is being licensed. As the specifications and features of Akida are quite unique vs. other technologies, including Intel’s Loihi and IBM’s TrueNorth, this may help the company charge higher-than-average royalty percentages for Akida.
Other royalty revenue models simply use a fixed dollar amount per chip sold. This is a preferred model for many high-volume production companies, including cell phone manufacturers”

https://www.pittstreetresearch.com/s/BrainChip-Holdings-research-initiation-report-20-08-2021-zpgy.pdf

So with AKD1000 being described by MegaChip as Science Fiction and AKIDA 2nd gen being labeled mind boggling science fiction one thing is for certain Royalties will not be at the bottom of to 2% to 15% range.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Steve10]

Hi @Steve10

I have read as much as I can find about royalties in the semiconductor space including Intel submissions to an Australian Parliamentary Select Committee and think this extract from the Pitt Street Research report is as good as any. Royalties are basically what you can get and what people will pay:

“Royalties: We believe the most lucrative future revenue stream for the company will be royalties paid by customers for each product they sell that includes Akida IP. These royalties are usually a percentage of the customer’s revenue from sales and typically range from 2% to 15%, again depending on the intended application areas, the amount of IP used and expected production volumes. Notably, royalty percentages also depend on the uniqueness of the IP that is being licensed. As the specifications and features of Akida are quite unique vs. other technologies, including Intel’s Loihi and IBM’s TrueNorth, this may help the company charge higher-than-average royalty percentages for Akida.
Other royalty revenue models simply use a fixed dollar amount per chip sold. This is a preferred model for many high-volume production companies, including cell phone manufacturers”

https://www.pittstreetresearch.com/s/BrainChip-Holdings-research-initiation-report-20-08-2021-zpgy.pdf

So with AKD1000 being described by MegaChip as Science Fiction and AKIDA 2nd gen being labeled mind boggling science fiction one thing is for certain Royalties will not be at the bottom of to 2% to 15% range.

My opinion only DYOR
FF

AKIDA BALLISTA

I am conservative with lower end royalties. Allows for upside surprise instead of downside surprise.

 

[Violin1]

Off topic

I'm not a baseball fan, but two Korean colleagues watched the Mexico-Japan semi-final in the office, it wasn't bad I must say...I never understood the rules, but today I somewhat understood! Tomorrow is the final between Japan and the USA...I'm taking bets...happy to accept Akida shares too! Let's go, go go!

I was in a six seat coffee shop in Japan where we were seated up a staircase behind some cardboard boxes. The owner had the laptop balanced on a heater and everyone was watching the baseball. They were a very happy crew I can tell you!

"COFFEEman good" is the name of the coffee place in Aomori. Good latte lol....

 

[Fact Finder]

Hi @DingoBorat

I think it was you who raised the absence of TEKSUN from the banner on the home page of the Brainchip webpage well just checked now and TEKSUN is there now with Prophesee, Renesas, Valeo, NASA, MegaChips, NVISO, EMOTION3D, Edge Impulse, Ai LABS, SiFive, Mercedes Benz, ARM and INTEL.

All these ducks have come back.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[fenfei]

I wonder the sp is so low, but accumulated short volume doesn't decrease. What price are those shorters waiting for? It look like they are not hurry to realise profit at current price.

 

[Slade]

Hi @Steve10

I have read as much as I can find about royalties in the semiconductor space including Intel submissions to an Australian Parliamentary Select Committee and think this extract from the Pitt Street Research report is as good as any. Royalties are basically what you can get and what people will pay:

“Royalties: We believe the most lucrative future revenue stream for the company will be royalties paid by customers for each product they sell that includes Akida IP. These royalties are usually a percentage of the customer’s revenue from sales and typically range from 2% to 15%, again depending on the intended application areas, the amount of IP used and expected production volumes. Notably, royalty percentages also depend on the uniqueness of the IP that is being licensed. As the specifications and features of Akida are quite unique vs. other technologies, including Intel’s Loihi and IBM’s TrueNorth, this may help the company charge higher-than-average royalty percentages for Akida.
Other royalty revenue models simply use a fixed dollar amount per chip sold. This is a preferred model for many high-volume production companies, including cell phone manufacturers”

https://www.pittstreetresearch.com/s/BrainChip-Holdings-research-initiation-report-20-08-2021-zpgy.pdf

So with AKD1000 being described by MegaChip as Science Fiction and AKIDA 2nd gen being labeled mind boggling science fiction one thing is for certain Royalties will not be at the bottom of to 2% to 15% range.

My opinion only DYOR
FF

AKIDA BALLISTA

Hi FF,

In an interview with stocks down under Sean explains Brainchip's model for royalties as a factor not as a percentage. He explains this at the 12 minute mark in the video below.

 

[Fact Finder]

Hi @DingoBorat

I think it was you who raised the absence of TEKSUN from the banner on the home page of the Brainchip webpage well just checked now and TEKSUN is there now with Prophesee, Renesas, Valeo, NASA, MegaChips, NVISO, EMOTION3D, Edge Impulse, Ai LABS, SiFive, Mercedes Benz, ARM and INTEL.

All these ducks have come back.

My opinion only DYOR
FF

AKIDA BALLISTA

At the beginning of the month I queried the absence of VVDN from the Brainchip website given the announced demonstrations at CES and received this reply:

Tony Dawe​	Tue, Mar 7, 2:33 PM
to me

Hi FF

According to Nandan Nayampally, our CMO, VVDN are not yet an official signed technology partner.

No doubt they will be added when they sign up.

Regards


Tony Dawe
Director, Global Investor Relations"

So it seems that to make it onto the website they need to sign something before that will happen.

I assume therefore that in accordance with that old saying 'what's good for the goose, is good for the gander" this rule would be evenly applied across all partner engagements.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Fact Finder]

Hi FF,

In an interview with stocks down under Sean explains Brainchip's model for royalties as a factor not as a percentage. He explains this at the 12 minute mark in the video below.

Sean also said that Brainchip was an IP only company and now for special situations they will manufacture a chip. Flexibility is essential in any business enterprise.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Tony Coles]

On driving holiday to Melbourne and couldn't help myself to this little man at Parkes Observatory View attachment 32716

Hey MD, does it have Akida inside of it or any artificial intelligence? Sorry guys and gals, just bored waiting for my very last top up... I hope

 

[Fact Finder]

At the beginning of the month I queried the absence of VVDN from the Brainchip website given the announced demonstrations at CES and received this reply:

Tony Dawe​	Tue, Mar 7, 2:33 PM
to me

Hi FF

According to Nandan Nayampally, our CMO, VVDN are not yet an official signed technology partner.

No doubt they will be added when they sign up.

Regards


Tony Dawe
Director, Global Investor Relations"

So it seems that to make it onto the website they need to sign something before that will happen.

I assume therefore that in accordance with that old saying 'what's good for the goose, is good for the gander" this rule would be evenly applied across all partner engagements.

My opinion only DYOR
FF

AKIDA BALLISTA

Even if they have not signed it would be interesting to hear what they have to say on 28 March, 2023:

Machine Learning Engineering Solutions and Services

VVDN expertise in deploying trained neural networks with Neuro-technology to build cognitive intelligence in vision products for advanced decision making.

www.vvdntech.com

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Slade]

Sean also said that Brainchip was an IP only company and now for special situations they will manufacture a chip. Flexibility is essential in any business enterprise.

My opinion only DYOR
FF

AKIDA BALLISTA

Yes. I have spent a little time today looking at some older Brainchip presentations and videos. It is impressive to see how far the company has come and the flexibility that they have demonstrated. I also think that they might end up being pretty accurate with there timelines regarding commercialisation and royalties.

 

[ForrestofHope]

Hi FF

The continued absence of Socionext from that list is curious.

What is happening behind the scenes with them I wonder.

Even if they have not signed it would be interesting to hear what they have to say on 28 March, 2023:

Machine Learning Engineering Solutions and Services

VVDN expertise in deploying trained neural networks with Neuro-technology to build cognitive intelligence in vision products for advanced decision making.

www.vvdntech.com

My opinion only DYOR
FF

AKIDA BALLISTA

 

[TECH]

Hi @DingoBorat

I think it was you who raised the absence of TEKSUN from the banner on the home page of the Brainchip webpage well just checked now and TEKSUN is there now with Prophesee, Renesas, Valeo, NASA, MegaChips, NVISO, EMOTION3D, Edge Impulse, Ai LABS, SiFive, Mercedes Benz, ARM and INTEL.

All these ducks have come back.

My opinion only DYOR
FF

AKIDA BALLISTA

Great news, and may I say, our company does what it does best, and that's listen, acknowledge and remedy any issues as quick as possible, including making statements when not being legally compromised, does that make sense ? I think so.

I wouldn't be surprised to see that list above double over the next 12 months or so, but I'm very one-eyed as most already know !

Regards...Tech

 

[Fact Finder]

Hi FF

The continued absence of Socionext from that list is curious.

What is happening behind the scenes with them I wonder.

Could it be the multi million dollar answer we all crave???

I am pretty sure it is more than a smart vanity mirror for car sun visors that removes wrinkles in real time so your passenger feels good about their appearance.

 

[Deleted member 2799]

I was in a six seat coffee shop in Japan where we were seated up a staircase behind some cardboard boxes. The owner had the laptop balanced on a heater and everyone was watching the baseball. They were a very happy crew I can tell you!

"COFFEEman good" is the name of the coffee place in Aomori. Good latte lol....

I will visit the shop next week! I will be for a Business trip there! Unfortunately, the cherry blossoms season was very early this year!

 

[manny100]

FYI - smart money buying the dip. It's the big funds.

View attachment 32727


When dumb money buying peaks the market peaks & vice versa.

View attachment 32728

Agree, returns are greater buying the dips, hence smart money wins.
I have been picking up BRN on the down. Not worried at all. AI at the Edge is just starting its move.
BRN's patents alone are worth more than its market cap IMO.
I will continue to buy if it falls further which the short term chart suggests it may.
Long term momentum is running out of puff so its just a matter of time before a move up IMO.