BRN Discussion Ongoing

Draed

Regular
Yeah, I think we were suddenly promoted to the premier league, but hadnt quite got our club in order... plus it became clear that our timeline to revenue was taking longer than previously anticipated. Also with the NDA's in place, there was little chance of a surprise / positive announcement. I think it was a no brainer for the shorters. Certainly, I didn't piece it all together. But this is the market. It's just money moving around based on sentiment and timing.

I believe in the product, the company and that significant revenue is coming.

I'm certainly in the red at the moment. But that comes down to my inexperience (15 years only) with investing. But I'm not selling. Fortunately I have several more years to wait for this to mature.

But, I do have a fairly good grasp on the technology, how it works, what it achieves and the many many use cases for it. This is not a piece of consumer tech that sells off the shelf by itself... it needs to be combined within an ecosystem of components. Akida is just a small but powerful part of a chain of components. But it's purposely made that way, to be ubiquitous and technologically agnostic.

BRN operates as an IP, business to business model... which is far more complex and likely to be very choppy at the beginning of a new technology life cycle in a new sub industry.

The tech is, in my opinion, going to be deployed in such a vast array of other technologies, in the future. How long before we know its being used? I don't think we will ever know. I'm sure most of us don't know what various companies produced the different components in your smart phone.

Incredibly complex and new tech takes considerable time to evaluate and test. Especially if it is incoperated in a product or service that has real world impacts for the individuals consuming it. For example, let's say akida is incorporated into a sensor that measures vibration as an early detection of wear and tear on a machine. This could have a considerable outcome on the users of that machine for safety and productivity. First the sensor has to be engineered and develop for the use case, the other components around the akida tech are added, and then tested in the real world. The machine might have a maintenance cycle of months to years.... so at least some of that time period will have to be tested in all sorts of different conditions, either in labs or in parallel with existing solutions already in place. And that's a pretty simple use case. Consider an automotive sensor? It has significant, life threatening implications, if it is not tested extensively. This is a technology that is literally involved in life and death decisions.

So why the delay in revenue? I think companies like mercades are rare, they are looking to get in on the ground with this tech and develop in house solutions. I think we will see ford do the same (hopefully with us) and maybe a few more innovative companies. But most other companies would be more than happy to let one of our licensees develop and test the broader solutions that akida can offer first and then do some minor tailoring to their needs closer to the final maturation of the tech. I think this is where the delay has been. I think the majority of our revenue will come from these bigger specialists in edge AI solutions. We just don't have the staff or resources at the moment to offer this service ourselves.

Eitherway, the tech is the real deal. It's going to be used, we have the patents on it... it's going to take time, but once revenue shows up, it will snow ball.

Just my opinion, do your own research.
 
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Do any of the really LTH know any other details of the early BRN and Veritone aiWare connection back in mid 2018?

Dead, alive, unknown?

I can see from the Ann back then it was to do more with Studio but that had the early elements of SNN from what I can see and was available for early access customers.


I only ask (and only had time for cursory digging so far) as I saw a recent report on aiMotive aiWare being granted asil cert.

Now... I'm trying to find out if aiMotive aiWare and the Veritone aiWare are linked somewhere or one and the same or just doubled up on the name somehow?


Though, to be fair I can't find a specific SNN reference in aiWare...doesn't mean there is or isn't yet but more talk of CNN...that we can obviously convert though as we know.

aiMotive achieves an industry first milestone with ISO26262 ASIL B certification for aiWare4 NPU IP​




NN Acceleration for Automotive AI​

The aiWare NPU (Neural Processing Unit) is developed by engineers working side-by-side with our automated driving teams to create a unique solution targeting high performance L2-L4 automotive-grade real-time AI inference for AD/ADAS. The latest aiWare4+ IP delivers up to 1000 TOPS and industry-leading efficiency for a wide range of NN workloads including CNNs, LSTMs, RNNs and Transformer Networks.


Apparently Nextchip licensed aiWare for its Apache chip now as well.

Production-proven hardware IP​

Implemented for Nextchip Apache5 automotive production SoC; strong partnership leads to Nextchip licensing aiWare4 for next-generation Apache6 SoC


The other thing I found was that emotion3D partnered with aiMotive mid last year and as we know, have now partnered with us early this year.

The two of them partnered with Nextchip on the Apache at the time as well.


aiMotive and emotion3D provide driver monitoring solution optimized for aiWare NPU on Nextchip APACHE5​


Makes me ask was aiWare NPU just ok and Akida prob better or is there other interconnects in the background at play as well?

None of this can confirm much without something material between any of these and BRN to force a ASX Ann but I found all the intertwining interesting none the less.



IMG_20230625_205952.jpg
 
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charles2

Regular
Just a follow-up on my post above:

You’d expect cutting-edge technology/research to be mainly used/conducted at major academic centres such as university hospitals rather than at small rural hospitals such as the one in St. Helena, CA.

As for their use of a robotic-assisted bronchoscopy system as such, I am not too surprised, as Napa County must surely rank among the most affluent areas in the US, and even the hospital in a town with a population of about 60,000 close to where I live in Germany has been a da Vinci Centre (the state-of-the-art robotic surgical system manufactured by Intuitive Surgical that uses a minimally invasive surgical approach) for more than a decade, with robotic-assisted surgeries performed by urologists, gynaecologist as well as general surgeons.

But why would a pulmonary and critical care specialist at a relatively small rural hospital be involved in a cutting-edge AI project? Well, first of all I would reply “Why not?!” Foresighted visionaries can be found anywhere!
He might have come across the benefits this particular AI system offers by reading about it, by learning about it from colleagues at conferences or while working at another hospital prior to joining the one in St. Helena. And thanks to a relatively wealthy clientele that is generously donating, funding doesn’t appear to be the unsurmountable obstacle it is for less fortunate institutions.

Yet another possibility would be that he came across Brainchip’s revolutionary technology (on the assumption that this particular yet to be fully funded Artificial Intelligence System will have Akida incorporated) through a different channel, namely thanks to a network that should not be underestimated. Judging from his name and outward appearance, Dr. Kiran Madhav Ubhayakar has Indian roots, and so do both Nandan Nayampally and Anil Mankar (who emigrated to the US after graduating from the renowned IIT Bombay).

I have close Indian American friends in Southern California (very cliché-like they are of course all doctors or lawyers 😂) and thus know very well how closely-knit the Indian community in the US is. And while India is a huge and diverse subcontinent, it seems to me that even to second- or third-generation immigrants it ultimately doesn’t matter whether you come from a Hindi, Gujarati, Marathi, Tamil or Malayalam-speaking background, as bonding over common Indian cultural (and religious) heritage such as enjoying culinary delicacies (whether biryani, butter chicken, chana masala, fish curry, naan or dosa), celebrating Diwali/Deepavali, watching Bollywood movies and music videos or upholding Indian wedding traditions is ultimately more important than emphasising the differences in their Indian backgrounds.

Note that Dr. Ubhayakar “received his medical degree from the University of Texas Medical Branch in Galveston, Texas, and completed his internship in internal medicine and pediatrics at the University of Texas Health Science Center at Houston. Ubhayakar completed his internal medicine residency at the University of Texas Medical Branch, and his fellowship in pulmonary and critical care at the University of Texas Southwestern in Dallas, Texas.”

Both Dallas and Houston are thriving hubs of the Indian-American community, and Nandan Nayampally lives in Austin, TX (according to his LinkedIn profile), not too far from Houston.
Less likely from a geographical point of view would be a connection through Anil Mankar, who lives in CA, just like Dr. Ubhayakar, although some 750 km (466 miles) south of him. Then again, info along the Indian information grapevine can travel large distances at high speed. 😂

Of course a possible connection via the Indian-American community is pure speculation, and we don’t even know whether or not Akida is involved. But keep in mind that business and private networks absolutely encourage cross-pollination, both on a local and on a global stage, with the rise of the internet age obviously having been a massive accelerator.

And even if Dr. Ubhayakar has not yet heard of Brainchip and Akida, one thing is for sure: Robotic surgery will undoubtedly play an increasingly important role in the future of medicine. Integrating AI will allow for improved diagnostics and decision-making and enable surgeons in many cases to diagnose and operate in one session, which will in turn save those patients precious time and lessen anxiety, as they won’t have to wait for their biopsy results first and - in case a tumour is found - make another appointment for surgery. And improved AI diagnostics (“System to detect signs of cancerous lung nodules up to a year earlier than manual-only review of x-rays”) will lead to many lives saved or at least prolonged - another amazing use case of Beneficial AI!



Napa biz buzz: Ubhayakar joins Adventist Health Physicians Network St. Helena

From the Biz Buzz: Napa Valley business news roundup series

Oct 11, 2022 Updated Jun 22, 2023
6340b22701eab.image.jpg.webp

Dr. Kiran Ubhayakar

FOR THE REGISTER

Adventist Health announced that Dr. Kiran Ubhayakar, board-certified pulmonary and critical care specialist, has joined its staff.

Ubhayakar is board-certified in internal medicine, pulmonary medicine and critical care medicine, with special interest in critical care, endobronchial ultrasound and robotic navigational bronchoscopy.

Ubhayakar received his medical degree from the University of Texas Medical Branch in Galveston, Texas, and completed his internship in internal medicine and pediatrics at the University of Texas Health Science Center at Houston. Ubhayakar completed his internal medicine residency at the University of Texas Medical Branch, and his fellowship in pulmonary and critical care at the University of Texas Southwestern in Dallas, Texas.

He specializes in the diagnosis and treatment of conditions such as asthma, COPD, interstitial lung disease, pulmonary hypertension and lung cancer.
I just love your in depth posts and commitment to ferreting out what can seem at times as obscure (maybe tenuous) relationships to Brainchip. But sometimes spot on and obvious to most all of us.

But that quality is what makes this board both fun and informative. Thank you.

And your presence allows for me to notice FF's absence less.

Slightly less. And that is high praise.
 
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Diogenese

Top 20
Yeah, I think we were suddenly promoted to the premier league, but hadnt quite got our club in order... plus it became clear that our timeline to revenue was taking longer than previously anticipated. Also with the NDA's in place, there was little chance of a surprise / positive announcement. I think it was a no brainer for the shorters. Certainly, I didn't piece it all together. But this is the market. It's just money moving around based on sentiment and timing.

I believe in the product, the company and that significant revenue is coming.

I'm certainly in the red at the moment. But that comes down to my inexperience (15 years only) with investing. But I'm not selling. Fortunately I have several more years to wait for this to mature.

But, I do have a fairly good grasp on the technology, how it works, what it achieves and the many many use cases for it. This is not a piece of consumer tech that sells off the shelf by itself... it needs to be combined within an ecosystem of components. Akida is just a small but powerful part of a chain of components. But it's purposely made that way, to be ubiquitous and technologically agnostic.

BRN operates as an IP, business to business model... which is far more complex and likely to be very choppy at the beginning of a new technology life cycle in a new sub industry.

The tech is, in my opinion, going to be deployed in such a vast array of other technologies, in the future. How long before we know its being used? I don't think we will ever know. I'm sure most of us don't know what various companies produced the different components in your smart phone.

Incredibly complex and new tech takes considerable time to evaluate and test. Especially if it is incoperated in a product or service that has real world impacts for the individuals consuming it. For example, let's say akida is incorporated into a sensor that measures vibration as an early detection of wear and tear on a machine. This could have a considerable outcome on the users of that machine for safety and productivity. First the sensor has to be engineered and develop for the use case, the other components around the akida tech are added, and then tested in the real world. The machine might have a maintenance cycle of months to years.... so at least some of that time period will have to be tested in all sorts of different conditions, either in labs or in parallel with existing solutions already in place. And that's a pretty simple use case. Consider an automotive sensor? It has significant, life threatening implications, if it is not tested extensively. This is a technology that is literally involved in life and death decisions.

So why the delay in revenue? I think companies like mercades are rare, they are looking to get in on the ground with this tech and develop in house solutions. I think we will see ford do the same (hopefully with us) and maybe a few more innovative companies. But most other companies would be more than happy to let one of our licensees develop and test the broader solutions that akida can offer first and then do some minor tailoring to their needs closer to the final maturation of the tech. I think this is where the delay has been. I think the majority of our revenue will come from these bigger specialists in edge AI solutions. We just don't have the staff or resources at the moment to offer this service ourselves.

Eitherway, the tech is the real deal. It's going to be used, we have the patents on it... it's going to take time, but once revenue shows up, it will snow ball.

Just my opinion, do your own research.
Yes. I think Akida will be used as a voice detector accelerator with Nvidia for the in-cabin infotainment. The thing about key word spotting is that it is always on, and needs to process all sounds to pick out the key words.

Akida can also be used with the driver monitor (becoming compulsory in EU).

It is probably also in Valeo's Scala 3 lidar, but Luminar hopes to be used in MB lidar in a couple of years.

Scala 2 was also used in Toyota's level 3 qualification.
 
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Rskiff

Regular
Interestingly when brn and LKE moved to asx 200 everyone was saying shorters will kill both these companies.
And see both the company's sp is way down and shorters at all time high
What about the other companies that entered the ASX200 at the same time, CXO is now .92 and NHC is $5.07.
 
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Draed

Regular
Well, they are resources companies. They produce lithium and coal.... they currently produce revenue.... they have a simple path to that revenue! Find resources, excavate it and sell it.
 
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MDhere

Top 20
I hear ya. This place should allow a balanced view of opinion, including what you’ve posted tonight!

Notice how many of the disciples aren’t posting here anymore? It’s because they feel exactly the same as you but don’t want to be seen to have a different opinion.

I’m still a disciple, but I’m frustrated too mate.
well not entirely. I as one of the disciples am on and off here for several reasons, 1. On here to read things 2. On here to post something i found interesting 3. Off as im busy 4. Off as i know that no matter what we write here, no matter what the price is doing, Brainchip will succeed so i sit back relax and I dont need to be 24/7 posting as i know I'm I am A Ok. i am sure all the other "disciples" are A Ok too and on and off here too. Hope that makes you guys feel a bit better that we are stil here. Kudos though for shouting out, just remember to believe in what you investing in. I do.
 
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charmander

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Screenshot_2023-06-26-07-55-22-88_0b2fce7a16bf2b728d6ffa28c8d60efb.jpg
 
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charmander

Regular

Yahoo




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Business Wire

BrainChip Selects IPro Silicon IP to Serve Israel’s High Growth AI Market​


Mon, June 26, 2023 at 7:30 AM GMT+10·4 min read
In this article:
  • BRN.AX
    -2.82%


  • BCHPY
    0.00%


  • BRCHF
    -7.32%








ab63487a0fa046803540f0174b4965ea

LAGUNA HILLS, Calif., June 25, 2023--(BUSINESS WIRE)--BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY), the world’s first commercial producer of ultra-low power, fully digital, event-based, neuromorphic AI IP, has selected IPro Silicon IP Ltd. to expand its sales presence in Israel.
IPro has served Israel’s chip design community through best-in-class IP partnerships and first-class support. As a trusted sales source, IPro collaborates with customers by learning their exacting needs and providing world-class products that enable them to reach the market with state-of-the-art solutions fast.
IPro will offer BrainChip’s first-to-market, fully digital neuromorphic processor IP, Akida™, as part of its portfolio to enable Edge AI processing with unparalleled performance, precision, and economy of energy. Akida’s fully customizable, event-based AI neural processor provides the scalable architecture and small footprint required to boost efficiency by orders of magnitude, allowing SoC designers to overlay any of the traditional dynamic voltage and frequency scaling for further optimization. Greater AI performance at the Edge, untethered from the cloud, is a key enabler for the growth of the Artificial Intelligence of Things (AIoT) market that is expected to be over a trillion dollars by 2030.

"We have a long tradition of partnering with IP leaders from around the world and ensuring successful implementations of their technology in our customers’ fabless designs," said Mauro Diamant, GM of IPro. "With the addition of Akida’s efficient edge AI architecture that is easy to evaluate, design, develop and deploy, we are enabling our customers to deliver more innovative Edge AI solutions. We are pleased that BrainChip has selected IPro to be its sales representative in Israel and look forward to our mutual success, as well as that of our customers."

"As BrainChip takes its leading AI technology into key new markets, it is imperative that we build local representation that can support customers and accelerate innovation," said Chris Stevens, BrainChip's Vice President of worldwide sales. "By joining forces with IPro, we are better positioned to serve the Israeli marketplace, delivering easy access to BrainChip’s Akida technology to this hotbed of technological innovation thereby accelerating the progress of AIoT."
 
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Quatrojos

Regular

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Business Wire

BrainChip Selects IPro Silicon IP to Serve Israel’s High Growth AI Market​


Mon, June 26, 2023 at 7:30 AM GMT+10·4 min read
In this article:
  • BRN.AX
    -2.82%


  • BCHPY
    0.00%


  • BRCHF
    -7.32%







ab63487a0fa046803540f0174b4965ea

LAGUNA HILLS, Calif., June 25, 2023--(BUSINESS WIRE)--BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY), the world’s first commercial producer of ultra-low power, fully digital, event-based, neuromorphic AI IP, has selected IPro Silicon IP Ltd. to expand its sales presence in Israel.
IPro has served Israel’s chip design community through best-in-class IP partnerships and first-class support. As a trusted sales source, IPro collaborates with customers by learning their exacting needs and providing world-class products that enable them to reach the market with state-of-the-art solutions fast.
IPro will offer BrainChip’s first-to-market, fully digital neuromorphic processor IP, Akida™, as part of its portfolio to enable Edge AI processing with unparalleled performance, precision, and economy of energy. Akida’s fully customizable, event-based AI neural processor provides the scalable architecture and small footprint required to boost efficiency by orders of magnitude, allowing SoC designers to overlay any of the traditional dynamic voltage and frequency scaling for further optimization. Greater AI performance at the Edge, untethered from the cloud, is a key enabler for the growth of the Artificial Intelligence of Things (AIoT) market that is expected to be over a trillion dollars by 2030.

"We have a long tradition of partnering with IP leaders from around the world and ensuring successful implementations of their technology in our customers’ fabless designs," said Mauro Diamant, GM of IPro. "With the addition of Akida’s efficient edge AI architecture that is easy to evaluate, design, develop and deploy, we are enabling our customers to deliver more innovative Edge AI solutions. We are pleased that BrainChip has selected IPro to be its sales representative in Israel and look forward to our mutual success, as well as that of our customers."

"As BrainChip takes its leading AI technology into key new markets, it is imperative that we build local representation that can support customers and accelerate innovation," said Chris Stevens, BrainChip's Vice President of worldwide sales. "By joining forces with IPro, we are better positioned to serve the Israeli marketplace, delivering easy access to BrainChip’s Akida technology to this hotbed of technological innovation thereby accelerating the progress of AIoT."
I wonder what happened with the Eastronics partnership announced 8 March 2022:


This, for me, shows a lack of communication to shareholders...
 
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Foxdog

Regular
I wonder what happened with the Eastronics partnership announced 8 March 2022:


This, for me, shows a lack of communication to shareholders...
For me it shows Eastronics weren't doing their job and have perhaps been dumped by BRN for a better option. Or we're now using both?
 
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I wonder what happened with the Eastronics partnership announced 8 March 2022:


This, for me, shows a lack of communication to shareholders...
@TECH posted this a while back -

“About a month ago I asked the company, Tony in this case, why Eastronics had been removed from the company's website
and the answer that I received at the time didn't add up, or more to the point, actually make any sense.

So, I re-asked the question, and this was the response yesterday.

"I asked our CFO Ken Scarince, and he confirmed that we ended our relationship with Eastronics back in October. Further to Ken’s confirmation, Chris Stevens our VP of Sales confirmed via email that he terminated the relationship with Eastronics shortly after he came on board."

"I’m not going to provide specific reasons for the decision, but such decisions are taken for a variety of reasons including, but not limited to, budgetary considerations, strategic realignment and non-performance."”
 
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Iseki

Regular
It's worth noting that the use case in this article is one which has been specifically mentioned by the company.





View attachment 38871
View attachment 38874 View attachment 38875
"The system is constantly learning.." And there-in lies the spin.
We are meant to think that the chip learns. But of course it's connected to a server and needs to be trained, so no Akida.
In fact, it's just an example of a niche we missed out on.
 
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Well, they are resources companies. They produce lithium and coal.... they currently produce revenue.... they have a simple path to that revenue! Find resources, excavate it and sell it.
Not even close to simple and it can take many years from discovery to production.
 
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Damo4

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Iseki

Regular
Does anyone here have an idea on when a new physical MCU with Akida will be out? There was talk about something being taped out somewhere but I have lost the link. Will it include the second generation IP?
 
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Townyj

Ermahgerd
1997 Called... They want their template back
It reminds me of my old Myspace Acc.. just missing some sparkles around the border.
 
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