BRN Discussion Ongoing

[yogi]

Morning Chippers,

Just screen recorded Sean speaking at the Q1 Virtual Summit: BrainChip Holdings

Investor Presentation video link below

Hi TechG
seems the link is not working :-(

 

[butcherano]

I just watched Sean's presentation. It was confident without being revealing. More seasoned Brainchip followers would have heard this before. There were a couple of questions on when Brainchip could reveal some of their clients, but Sean said if the ASX require them to be revealed they would do so, but otherwise if the client wants to remain hidden, that is what will happen.

My line of thinking here is that there is going to be a distinct difference between the competitive edge for an EAP customer to be "first to market", versus the competitive edge once their products are actually on the market. There is a benefit for EAP customers to gain a higher market share for their products that use Akida by keeping this quiet until they hit the market. But once they've commercialised their product then they're going to need to promote the technology that differentiates them from other competitors to maintain their lead.

 

[butcherano]

Hi TechG
seems the link is not working :-(

Works fine for me @TechGirl !...

 

[yogi]

Works fine for me @TechGirl !...

Really that is weird when i click it it just keep circling

 

[LexLuther77]

Its a great day for some news BRN . Eitherway, should see a nice bounce with the NASDAQ up over 3.5% last night!

 

[TechGirl]

Hi TechG
seems the link is not working :-(

Hi Baisyet,

I just tried it again & its working for me, sorry not sure what is wrong?

 

[Esq.111]

Morning Chippers,

Just screen recorded Sean speaking at the Q1 Virtual Summit: BrainChip Holdings

Investor Presentation video link below

Morning TechGirl,

Thankyou for posting the above video.

Quit informative .

Was a little surprised Sean said we are not engaged in the smart phone segment yet.

Renesas... multiple products sounds great.

Should be a good day on the market. Volumes will be interesting.

Regards,
Esq.

 

[Fact Finder]

This is MegaChip’s mission:

FY2021 Management Policy​

May 2021
Under the following basic policies, the MegaChips Group intends to accelerate its medium- to long-term growth by strengthening its revenue base and concentrating its management resources on, among other fields, the in-vehicle device, industrial equipment, telecommunications infrastructure, energy control, and robotics fields, which are expected to grow in the future.

• In the ASIC business, which is our core business, we will strengthen the sales force by proactively promoting a customer-oriented and proposal-based business and strive to improve quality and develop new technology. We will also strengthen our business base by providing optimal solutions in response to customers' needs by focusing on information coordination and securing a manufacturing infrastructure in order to fulfill our responsibility as a part of the supply chain.
• We will promote business structure transformation for long-term sustainable growth by concentrating our management resources by targeting, among other fields, the in-vehicle device, industrial equipment, telecommunications infrastructure, energy control, and robotics fields, where rapid market expansion is expected.
• To create new businesses with a view to long-term growth, we will promote the launch of new businesses by strengthening the infrastructure of the Group’s North American base, promoting joint R&D of cutting-edge technologies with U.S. universities, and establishing a CVC (corporate venture capital) fund to promote strategic alliances and business investments with start-up companies with cutting-edge technologies and ideas, mainly in the U.S.
• In order to support long-term growth through business structure transformation and the fostering of new businesses, we will strengthen our management base so that we can flexibly and quickly respond to changes in the business environment by implementing measures to strengthen our financial base, and building a personnel system and promoting gender diversity measures in order to make the most of our diverse human resources, including women, and to maximize their abilities

In one of the later presentations by the former CEO Mr. Dinardo he mentioned a project in China managing energy use in a city. Tucked away in the above MegaChip’s game plan for expansion is embracing new technology for you guessed it “energy control” and it is listed for rapid expansion.

We know based on experience bringing EAP customers from EAP to commercial engagement is a process which takes an extended period.

On this basis it is reasonable to expect MegaChips may have been an EAP at the time the former CEO Mr. Dinardo spoke about energy management.

The energy management market will be huge and is one where by necessity rapid adoption is expected and required.

China, MegaChips, energy control/management, Smart City are areas for research.

My opinion only DYOR
FF

AKIDA BALLISTA

“We will promote business structure transformation for long-term sustainable growth by concentrating our management resources by targeting, among other fields, the in-vehicle device, industrial equipment, telecommunications infrastructure, energy control, and robotics fields, where rapid market expansion is expected.”

 

[yogi]

Hi Baisyet,

I just tried it again & its working for me, sorry not sure what is wrong?

Hi TechG its working now thank you for posting the Video

 

[butcherano]

Morning TechGirl,

Thankyou for posting the above video.

Quit informative .

Was a little surprised Sean said we are not engaged in the smart phone segment yet.

Renesas... multiple products sounds great.

Should be a good day on the market. Volumes will be interesting.

Regards,
Esq.

Yeah....I'm not buying the smartphone answer entirely. Louis DiNardo was promoting cell phones and laptops as a target market until the very beginning of 2020 when they suddenly dropped off the radar. If the power savings with Akida are beneficial for electric vehicles for voice recognition and always-on applications, then they're even more valuable for a smart phone or laptop. My hope is that they only dropped off the radar because these smartphone companies have it in their NDA for Brainchip to apply the cone of silence.

 

[Dhm]

BRCHF values us right now at $1.15. and 24Y.F at $1.14.

Too cheap!!!!!!!!!!

 

[Dang Son]

Thanks Dang,

I think I understand in a small way.......... especially the bit about good for govt revenue but not for citizens.
Bots will be Bots I guess ......... didn't realise we also have our own to push things up.

Bots seem to me to only be very small volumes, even though they will all add up to a tidy sum by days end .......... the majority of the volume will come from us humans.
Humans and for that matter bots - with an ASX registered number showing next to the trade would help create a more fair view of trading patterns.
Transparency with Anonymity ......... Government still gets the tax.
Just my layman idea ..... to help not stop the rorting/shorting, but to possibly show it.

Also , the likes of LDA due to our capitol call arrange could also have used a Bot to drive the SP down to gain benefit while that would have also assisted Shorters and Accumulators.
So over the past month, we may have just contended with 3 groups of Bot traders at the same time in the perfect storm to destroy our hard earned gains.
But I don't really know or understand much about what the big boys get up to .
I'm just taking a lay stab in the dark.

 

[TechGirl]

Hi TechG its working now thank you for posting the Video

 

[Iseki]

In one of the later presentations by the former CEO Mr. Dinardo he mentioned a project in China managing energy use in a city. Tucked away in the above MegaChip’s game plan for expansion is embracing new technology for you guessed it “energy control” and it is listed for rapid expansion.

We know based on experience bringing EAP customers from EAP to commercial engagement is a process which takes an extended period.

On this basis it is reasonable to expect MegaChips may have been an EAP at the time the former CEO Mr. Dinardo spoke about energy management.

The energy management market will be huge and is one where by necessity rapid adoption is expected and required.

China, MegaChips, energy control/management, Smart City are areas for research.

My opinion only DYOR
FF

AKIDA BALLISTA

“We will promote business structure transformation for long-term sustainable growth by concentrating our management resources by targeting, among other fields, the in-vehicle device, industrial equipment, telecommunications infrastructure, energy control, and robotics fields, where rapid market expansion is expected.”

I'm looking to see how far we can extrapolate from Megachips known products as these might be the ones to get akida ip first.

On their AI page

Products | MegaChips Corporation

We provide strategic solutions to solve your problems that range from ASIC to ASSP and module products leveraging our analog and digital technology.

megachips.com

they only have two companies they are working with: Brainchip and a smaller company that they have bought into called Quadric.

Under Brainchip there is a usecase which looks new to me: Network packet inspection.

Under Megachips RandD page we see

Major R&D themes​

• High-speed communication technology for automotive and industrial equipment
• LSI for wired (coaxial and power line) multi-hop communications

R&D | MegaChips Corporation

Founded in 1990 as Japan’s first manufacturer of R&D-oriented system LSIs, MegaChips leads the world market through innovation and creativity.

www.megachips.co.jp

So I'm thinking that these backend, unseen but ubiquitous connectivity ASICS could be our biggest use-case and revenue.

 

[Flenton]

For those speaking about us and Nvidia I think the below screenshot (courtesy of TechGirls recording, thank you TechGirl) shows why they should be working with us or another graphics company will work with us and take over.

 

[Deena]

Thanks Getup. I particularly liked these two snapshots. Oh! And the first one is 67% compound growth per year over 9 years!

 

[Fact Finder]

Morning Chippers,

Just screen recorded Sean speaking at the Q1 Virtual Summit: BrainChip Holdings

Investor Presentation video link below

Firstly thanks again TechGirl I was registered but slept in.

Secondly while we know about Mercedes I was pleasantly surprised with how freely the CEO Sean Hehir spoke to the relationship between Mercedes and Brainchip. This expanding openness for my money speaks to a growing confidence that Mercedes is a solid adopter and the CEO and Brainchip are feeling increasingly confident about where it is going. In the beginning it was very much egg shells all round about what can we say, we need to be careful, we do not want to upset Mercedes etc; I could not be happier about this relationships future for the company.

Thirdly when asked about mobile phones he said they are not focused on this area he did not say they were not working in this area. The former CEO Mr. Dinardo made numerous references to mobile phones but the one thing that sticks out relevant to Sean Hehir's comments is this comment 'mobile phones are an interesting use case. You have to hit them at the right time in their development cycle. A development cycle for a new phone is about 4 years.'

Now to be clear I have not gone back to find Mr, Dinardo's exact words this is just my memory of his words which I have no doubt is accurate as to the message he delivered but is not intended to be taken as word perfect.

So if we consider that the final commercial AKD1000 with improved performance came out only last year and the development cycle is four years and you need to hit it at the right time and you are chasing the best opportunity for getting income through the door even if you were engaged with a mobile phone maker today you would not be focused on them because they would not presently provide the best pathway to revenue.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Fact Finder]

My line of thinking here is that there is going to be a distinct difference between the competitive edge for an EAP customer to be "first to market", versus the competitive edge once their products are actually on the market. There is a benefit for EAP customers to gain a higher market share for their products that use Akida by keeping this quiet until they hit the market. But once they've commercialised their product then they're going to need to promote the technology that differentiates them from other competitors to maintain their lead.

Absolutely correct. The Mercedes PUBLIC VALIDATION now provides the prestige factor that marketing people love. Great incite.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Fact Finder]

Firstly thanks again TechGirl I was registered but slept in.

Secondly while we know about Mercedes I was pleasantly surprised with how freely the CEO Sean Hehir spoke to the relationship between Mercedes and Brainchip. This expanding openness for my money speaks to a growing confidence that Mercedes is a solid adopter and the CEO and Brainchip are feeling increasingly confident about where it is going. In the beginning it was very much egg shells all round about what can we say, we need to be careful, we do not want to upset Mercedes etc; I could not be happier about this relationships future for the company.

Thirdly when asked about mobile phones he said they are not focused on this area he did not say they were not working in this area. The former CEO Mr. Dinardo made numerous references to mobile phones but the one thing that sticks out relevant to Sean Hehir's comments is this comment 'mobile phones are an interesting use case. You have to hit them at the right time in their development cycle. A development cycle for a new phone is about 4 years.'

Now to be clear I have not gone back to find Mr, Dinardo's exact words this is just my memory of his words which I have no doubt is accurate as to the message he delivered but is not intended to be taken as word perfect.

So if we consider that the final commercial AKD1000 with improved performance came out only last year and the development cycle is four years and you need to hit it at the right time and you are chasing the best opportunity for getting income through the door even if you were engaged with a mobile phone maker today you would not be focused on them because they would not presently provide the best pathway to revenue.

My opinion only DYOR
FF

AKIDA BALLISTA

There is a FINAL point I want to make about this presentation. The CEO Sean Hehir was asked a question and he answered that question with one three letter WORD and that WORD was:

“YES.”


He did not say anything else just this one SINGLE WORD.

What was the question?

Why did this answer make me smile?

I am sure someone amongst the 1,000 Eyes heard the question and his answer and is smiling too but no one has mentioned it.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[butcherano]

Absolutely correct. The Mercedes PUBLIC VALIDATION now provides the prestige factor that marketing people love. Great incite.

My opinion only DYOR
FF

AKIDA BALLISTA

Cheers @Fact Finder. And just on the smart phones...my recollection is the same as you for the smartphone design cycle. Obviously all phone companies release a new model every year, but it's around a 4 year design cycle for the major design changes. The last mention I can recall from Louis was in the transcript from the January 2020 webinar...extract below...