Fair enough but that wasn't really my point anyway.Yeah you really shouldn't be posting BRN share price on BRN discussion thread.
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Fair enough but that wasn't really my point anyway.Yeah you really shouldn't be posting BRN share price on BRN discussion thread.
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Some of our patents are not filed in India, but, as someone pointed out, only 5% of Tata's income is derived from the Indian market.I agree @Andy38
They’re a sleeping giant. And in reality they’re actually not sleeping but have recognised the value of SNN and working very hard to understand the technology.
If Tata chooses Brainchip to implement in their tech the implications should be enormous,
I am concerned they are trying to build their own version as they’ve been playing with ours for a while now; but I’m hoping our patents and owning the JAST rules prevent that!
Having working silicon and IP for Akida 1000, then AKD1500 and the next 3 x Gen 2 models in production gives us first mover advantage for adoption.
I will be thrilled to read when TATA sign an IP agreement as they will be massive!
Have a read of TATA’s views on SNN.
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Spiking neural networks
www.tcs.com
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Theory is interesting, but I understand that analog doesn't scale as well as digital, so you can't go to very advanced process nodes with analog.Neuroboxt anyone?
Spikes, 0’s and 1’s
Neurobotx is retrofuturistic, and so is neuromorphic computing. Also, we are techno-optimistic nostalgics and we like techno. The main advantage of neuromorphic computing stands in it's ANALOG, as opposed to digital nature. That's what generates the huge energy savings and the increase in speed. Computers were meant to be analog and neuromorphic since their very inception. So the retrofuturistic theme of neurobotx is about revisiting the most fundamental principles in computing, and bringing them back into the mainstream again: analog computing, energy efficiency, and going beyond the classical logic of 0s and 1s and get gradients instead, just like neurons when they spike. We are driven and inspired by Isaac Asimov's sci fi novels, flying cars, androids, robots and the 80s techno-optimism
I hear on good authority that you maybe attending the meetingMy understanding from a email reply Tony Dawe sent to me nearly two weeks is he stated the following
All our directors will be in attendance at the AGM. Also attending will be CEO Sean Hehir, CFO Ken Scarince and myself
Based on current BRN directors as per BRN website then Peter should be there plus others as per attached
Great run down @GazDix ...... Thanks for your efforts ....Was just in a boring data gathering mood, so just sharing a break down of the changes of the top 20 between the Feb and April (rounded numbers and short notes).
1. Citi up 3 million shares
2. PVDM (founder) - same
3. HSBC 1. Large sell off - 92 - 78 million (14 million)
4. Merril - up 1 million
5. BNP - up 5 million
6. JP Morgan - down 4 million
7. BNP - down 1 million
8. LDA - down 17 million
9. HSBC 2. Same
10. National Nom - same.
11. Paul (retail) - down 1.8 million
12. BNP up 500k
13. Coss - same.
14. Osserian Fam - up 1 million shares (this is interesting).
15. HSBC 3. GONE from the list. How much did they sell? Could up 1 million or over.
16. Lou Di Nardo (former CEO) - same.
17. Jeff (retail) - same.
18. Certane - up 400k
19. Dave (retail) - same.
20. Superhero (new comer).
My little take-aways:
> 3 out of 4 Institutions in the top 5 added to their holdings.
> HSBC 1. had nearly a larger sell off than LDA with 14 million shares down. Together they sold 31 million shares.
> Retail are down overall.
> Out of 14 institutions on the list, 6 added, 3 didn't change their holdings and 5 sold down.
> Total top holdings was 768 million shares in April compared to 792 million in Feb. So overall the top 20 have sold 24 million worth which is less than the LDA and HSBC sell off. Last year in October 777 million was the top 20, and in Jan early last year it was 750 million. Late 2021 was 650 million.
In recent history, this is the first time that the top 20 have not added to their overall amount of shares compared to us lowerlings (apart from Paul, Jeff or Dave if you hang out here).
Anyway, just sharing. Any other insights I might have missed?
Cheers all, to a good week ahead because I am sure we have reached rock bottom (but who really knows eh?)
I didn’t see your first response, nor did I report it.As expected my response to you has been moderated. The original post was ambiguous, however I graciously admitted my error. Funny how you and the protected 20 or so who support you are able to get away with accusing other posters here but you instantly moderate those who have an opposing view. All I can now say is SP = 40.5c pathetic.
Nah, all good mate. Even if I don't agree with you doesn't mean I'll report your posts. I actually like to see different views here, find it educational, which I guess is what this little community is all about. I know we all want the same result in the endI didn’t see your first response, nor did I report it.
Report my post I’m sure it’ll be taken down, if not I guess you’re the only one that has an issue with it.
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As far as understands TCS is a software company which get best out of a hardware. They are more like edge impulse while edge impluse works model building TCS implement hardware installations for big companies.I agree @Andy38
They’re a sleeping giant. And in reality they’re actually not sleeping but have recognised the value of SNN and working very hard to understand the technology.
If Tata chooses Brainchip to implement in their tech the implications should be enormous,
I am concerned they are trying to build their own version as they’ve been playing with ours for a while now; but I’m hoping our patents and owning the JAST rules prevent that!
Having working silicon and IP for Akida 1000, then AKD1500 and the next 3 x Gen 2 models in production gives us first mover advantage for adoption.
I will be thrilled to read when TATA sign an IP agreement as they will be massive!
Have a read of TATA’s views on SNN.
![]()
Spiking neural networks
www.tcs.com
![]()
Yep, TCS is similar to accentureAs far as understands TCS is a software company which get best out of a hardware. They are more like edge impulse while edge impluse works model building TCS implement hardware installations for big companies.
Akida is a hardware and to make it operational and getting more out of akida, we need software and that is where TCS is master.
Tata's is a big group but I don't think they want to make their own hardware right now.
DYOR
As far as understands TCS is a software company which get best out of a hardware. They are more like edge impulse while edge impluse works model building TCS implement hardware installations for big companies.
Akida is a hardware and to make it operational and getting more out of akida, we need software and that is where TCS is master.
Tata's is a big group but I don't think they want to make their own hardware right now.
DYOR
I am concerned that Tata maybe just using us to advance their own technological agenda.I hope you’re right @rgupta
Tata is described as an Indian multinational conglomerate with products and services in over 150 countries. With Operations in 100 countries.
Revenue $128B USD So they would be well resourced.
935,000 employees!
Just as I believe we have staff in France to work with Valeo I am hoping our Indian base is to work with Tata.
The information about Gen 2 is it was created in consultation with potential customers/EAP’s therefore it wouldn’t be too much of a stretch to think that once it’s released after testing might reveal those customers as they come onboard!
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Do we think it will contain our secret sauce?This two articles have lead me to think
Tata group will make their own chips in the near distance future.
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What will the Tata Group do in the semiconductor biz?
Outsourced Semiconductor Assembly and Test, which is also referred to as assembly, testing, marking, and packaging (ATMP) units, plays a crucial role in semiconductor manufacturing as they package and test the silicon chips made at the foundries before they are shipped to the market.www.businesstoday.in
Learning 🏖
DYNAP is SynSense, probably not so much a direct competitor as they are selling hardware and not IP, further they seem to specialize more in vision.I am concerned that Tata maybe just using us to advance their own technological agenda.
I note that they continue to mention others in this space so as to keep imo all other parties technology at bay:
" The community is pursuing multiple sophisticated dedicated Neuromorphic hardware platforms such as: Intel Loihi, IBM TrueNorth, Brainchip Akida, SpiNNaker, DYNAPs to name a few."
I do not recall them ever saying or brandishing specifically that Brainchip is the best Neuromorphic technology currently commercially available ... like always DYOR