FabricatedLunacy
Regular
I’m thinking about ordering my coffin just in case
This escalated quickly
I’m thinking about ordering my coffin just in case
ButIt was very clear and precise as to what the potential and scale of possibility is.. Most shareholders are just wondering how long the lag will be to commercial success and if indeed BRN does become the first mover.. We wait..
this is what its like being a NZ Warriors supporter also....Butlast year wasthis year is our year![]()
A few takeaways from the presentations
1.Arm is a firm believer of our technology that is why they let us use their platform.
2. Brianchip was presenting on arm platform that means they were not meant to provide more details than they agree with arm. e.g there was no emphasis on power savings even when it is one of our sale pitch.
3. I take it as best thing to market yourself than anything more than that and that is why Nandan as CMO was in charge from brn prospective.
4. There was a lot of hype created which was unreasonable. Especially when you look at the previous such talks it was easy to understand what can be expected and same was there.
This is not correct at all.That will come when BRN meet the requirements of a Nasdaq listing:
- can have no single nett loss in the prior three years..
If BRN meets that criteria with 100 staff, it’s revenues will have to be in the tens of millions minimum to achieve that.. Therefore you can shelve that idea based on a 4C with $40k for the qtr and a loss of $22million last year..
Maybe there were companies that found loopholes or entries for short periods of time, however, there's no value in a Nasdaq Index listing until the company fundamentals are stronger and more sustained.This is not correct at all.
MYQ (now AHI) dual listed a large loss making company with, at the time, I would hazard a guess had 10 employees.
I remember reading about how they did it and it made sense at the time but I can't seem to find the information right now. I'll try again later.
My take is that Akida is likely to be similar to a "dealer fitted option" when you buy a car. If the dealer's customer decides they want that particular extra then its included by the dealer (ARM) and the supplier (BRN) gets paid. No need for a license agreement per se just a royalty stream flowing from the end customer to the dealer (ARM) and then on to the supplier (BRN).I would say if the customer has to identify all the IP providers in a product and pay them separately, it will be a nightmare. Most likely customer pays ARM and ARM pays all the IP providers for the product and the ip providers will pay any ip providers they used themselves.
Shorters are likely the same in all western markets. Having a platform to inform tech investors that a company is a publicly listed company on the most liquid and widely recognized exchange is a plus. A big plus! That means NYSE or NASDAQ. Especially for tech companies. That is where the action is.Maybe there were companies that found loopholes or entries for short periods of time, however, there's no value in a Nasdaq Index listing until the company fundamentals are stronger and more sustained.
If you think the ASX shorts are impinging on the BRN share price, with the same current fundamentals, the US market would absolutely slaughter the BRN share price based on the evidence and predominance of shorting there.
Yes - I was also hoping for a bit more on the capabilities of Akida and M85.Great presentation by the team and good response to Q&A, it was recorded so will be available later to review.
I don't know why I was thinking we would get to see a live demo of a product incorporating ARM Cortex and Akida.
A static presentation was once again showing us what we already know, AKIDA is agnostic, it touches on all sensory faculties and is more efficient on many fronts than other related processes.
My two favourite slides
View attachment 36116
View attachment 36117
I still don't understand how the $ come when one company goes through this process and decides to volume produce a product incorporating an ARM cortex M85 WITH akida IP
Will ARM pay the IP License on the customers behalf or will the company pay ARM and BRN directly for each part of the product?
Not sure this will support the SP tomorrow. Although I'm very surprised after 40k in the last report we held up so well![]()
Your point is a good one as was Sera. I just think that there is awareness now in the industry about Akida and Brainchip where it matters through its ecosystems.Shorters are likely the same in all western markets. Having a platform to inform tech investors that a company is a publicly listed company on the most liquid and widely recognized exchange is a plus. A big plus! That means NYSE or NASDAQ. Especially for tech companies. That is where the action is.
All the investor meetings, or even tech meetings like today's with ARM flop for likely investors when they find out the main exchange is in Australia. Really not many are going to jump through the hoops to set up an account and invest there. Yes I know that there are other exchanges where shares can be purchased but these are so illiquid that they dampen even the most fervent investor.
With me being an exception. Ugh.
What do you think ....when a company with a potent product that has world wide appeal....what percentage of them think list ASX first or even second I'll round it off....almost none. NONE.
I don't mind 2025 goal but I need to see them hitting milestones, the ones that can actually be reflected on the quarterly / annual report... aka money... money never lies... but so far nothing...all these hypes with no money makes me get worried... but given our potential is sooooo high I will continue to wait........ time will tellllllI can wait and 2025 was always my goal! We'll see how far we've got then. So until then, I'm leaning back.
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"loopholes"Maybe there were companies that found loopholes or entries for short periods of time, however, there's no value in a Nasdaq Index listing until the company fundamentals are stronger and more sustained.
If you think the ASX shorts are impinging on the BRN share price, with the same current fundamentals, the US market would absolutely slaughter the BRN share price based on the evidence and predominance of shorting there.