BRN Discussion Ongoing

[Cartagena]

Yes mate, Everytime Rob likes something new I purchase more shares
I'm taking the Aussie Shiraz of course

Indeed. I'm buying more on market open Monday. Soon I'll be a top 20 holder with my 7 figure holdings. I am envisaging a triple bottom and a gradual rise back to 37 before the next Gen 2 announcement. I believe the tree shake has happened, and hopefully we can have some green days next week

 

[mrgds]

Indeed. I'm buying more on market open Monday. Soon I'll be a top 20 holder with my triple figure holdings. I am envisaging a triple bottom and a gradual rise back to 37 before the next Gen 2 announcement. I believe the tree shake has happened, and hopefully we can have some green days next week

101 shares won"t get you into the Top 20.

 

[Cartagena]

101 shares won"t get you into the Top 20.

Multiply that number by 12,000.. my bad, I meant 7 figure holdings

 

[IloveLamp]

More on Renesas collaborating with AMD

https://www.embedded.com/renesas-balaji-kanigicherla-industry-needs-to-bridge-compute-memory/

View attachment 42354

Jim Keller (Creator of Zen Architecture) And An RGT Leak Agree: AMD Zen 5 CPU Will Be A Monster

I have been covering AMD's Zen architecture for a while;- I was in fact one of the first tech press in the world to cover the architecture before it had even officially been confirmed to exist (9 or so years ago) and revealed to the world. I called out the threat that Zen posed to Intel when...

wccftech.com

 

[Fullmoonfever]

April article on EW23 round up and takeaways. Haven't noticed it before.

Nothing major, just a good acknowledgement of BRN and where we fit in the developing edge and chipset trends....mentioned in same section as a couple of friendlies...ARM & Renesas.

The top 10 IoT chipset and edge trends—as showcased at Embedded World 2023

In short Some of the latest IoT chipset and edge trends were on full display at the 2023 Embedded World Exhibition & Conference (in March 2023). As part of the Embedded World 2023 conference report, our team identified 19 industry trends related to IoT chipsets and edge computing, 10 of which...

iot-analytics.com

In short​

• Some of the latest IoT chipset and edge trends were on full display at the 2023 Embedded World Exhibition & Conference (in March 2023).
• As part of the Embedded World 2023 conference report, our team identified 19 industry trends related to IoT chipsets and edge computing, 10 of which are highlighted in this article.

Why it matters​

• Embedded World is one of the world’s most important fairs for embedded systems. Technologies showcased in the fair are widely applicable to any company dealing with computerized hardware or the Internet of Things.

2. A new AI design cycle for embedded devices is emerging​

The embedded community is getting ready for hardware and devices supporting AI/ML execution at the edge. This means massive hardware design changes and complexity and an increased software stack complexity. AI hardware development company BrainChip showcased its new Akida AI processor IP that integrates with Arm’s new Cortex-M85 for handling advanced machine learning workloads at the edge. Chipmaker Renesas is one of the clients of Akida AI that showcased AI running on Arm Cortex-M85. AI-based machine vision applications are one of the driving forces of AI adoption at this point. Adlink Technologies and Vision Components, for example, showcased their respective new AI camera solutions that are capable of deploying large AI algorithms on their equipment.

 

[JDelekto]

It says we are analog and that TrueNorth is the first commercial neuromorphic chip.

Not great research lol.

I've seen several tables like this comparing the various technologies, and there are disparities I feel could be confusing to people researching this processor for potential use in their products.

The earlier table posted for the Brainstack technologies listed Akida power usage as "<4W", which is a real head-scratcher too. Was that power draw a result of the components in their design, from the Akida processor, or just a typo?

When I see inconsistencies like that, I wonder what specifications they list for competing products that are dubious at best. I would rather see people post links to the actual spec sheets for products instead of showcasing (in some cases very poorly) what they see as relevant attributes for a given neuromorphic solution. Sure, summarize the highlights of each product, but at least provide a reference as to where the information was obtained.

From a technical perspective, it's frustrating to see such glaring errors, and hopefully, people will call them out on it and ask them to post a correction.

 

[robsmark]

I've seen several tables like this comparing the various technologies, and there are disparities I feel could be confusing to people researching this processor for potential use in their products.

The earlier table posted for the Brainstack technologies listed Akida power usage as "<4W", which is a real head-scratcher too. Was that power draw a result of the components in their design, from the Akida processor, or just a typo?

When I see inconsistencies like that, I wonder what specifications they list for competing products that are dubious at best. I would rather see people post links to the actual spec sheets for products instead of showcasing (in some cases very poorly) what they see as relevant attributes for a given neuromorphic solution. Sure, summarize the highlights of each product, but at least provide a reference as to where the information was obtained.

From a technical perspective, it's frustrating to see such glaring errors, and hopefully, people will call them out on it and ask them to post a correction.

Then it’s up to our management to correct these inaccuracies - they won’t though as they’re asleep at the wheel when it comes to marketing.

 

[JDelekto]

Then it’s up to our management to correct these inaccuracies - they won’t though as they’re asleep at the wheel when it comes to marketing.

I think there's a reasonable expectation for the BrainChip to correct any inaccuracies they have published or notify any partners with errors in their marketing materials to do the same. In the cases I have seen, it appears to be more research-related and not product marketing.

I would rather the company not spend the resources actively seeking out disinformation. Trying to do that on the internet is like cutting the head off of a Hydra. If they run across such material and can notify the actual publisher (and not someone who just shared it on a forum), then, by all means, do so.

I would prefer those publishing these comparison charts be held to a higher standard and post their sources if they want to present any semblance of credibility or appear less amateurish about their research.

 

[Cartagena]

I think there's a reasonable expectation for the BrainChip to correct any inaccuracies they have published or notify any partners with errors in their marketing materials to do the same. In the cases I have seen, it appears to be more research-related and not product marketing.

I would rather the company not spend the resources actively seeking out disinformation. Trying to do that on the internet is like cutting the head off of a Hydra. If they run across such material and can notify the actual publisher (and not someone who just shared it on a forum), then, by all means, do so.

I would prefer those publishing these comparison charts be held to a higher standard and post their sources if they want to present any semblance of credibility or appear less amateurish about their research.

Brainchip should enlist the help of top level specialist PR firms such as these guys or another well known firm that knows the disruptive tech sector well. (see attachment)
Launching a new Next Generation AI chip is a big deal and there must be much more bang than just a Twitter or ASX release.
I honestly hope Tony Dawe or someone in the BOD reads these posts as it's so crucial to build the Brainchip brand and promote every achievement on a global scale as an innovator and disruptor.
The "whole world" needs to know about it, not just the current investors.

 

[robsmark]

I think there's a reasonable expectation for the BrainChip to correct any inaccuracies they have published or notify any partners with errors in their marketing materials to do the same. In the cases I have seen, it appears to be more research-related and not product marketing.

I would rather the company not spend the resources actively seeking out disinformation. Trying to do that on the internet is like cutting the head off of a Hydra. If they run across such material and can notify the actual publisher (and not someone who just shared it on a forum), then, by all means, do so.

I would prefer those publishing these comparison charts be held to a higher standard and post their sources if they want to present any semblance of credibility or appear less amateurish about their research.

Hey JD, I wouldn’t expect the company to have a role solely seeking out inaccuracies, but then I’m almost certain that the companies is well aware of everything happening in the edge/neuromorphic, and as such would see all these articles by default. Sending an email to the publisher asking to have an article corrected is a small investment in time.

 

[Schnitzel lover]

The 10th person rule that has to be a contrarian to the prevailing theory..

What’s the chances that better tech is already available but is black shelved.

You see a Nicola Tesla 100years ago with free non- fossil fuel energy, countless more examples of zero point energy, mastering of gravity control in the 1950s.. But is hoarded by the shadow government elite.

It just makes you wonder whether BRN tech is actually really as good as is promised or ever going to see the light of day in a ubiquitous nature..

Some would say if this tech is as good as it is supposed to be, it should just be open sourced..

Prove me wrong BRN..

 

[GazDix]

The 10th person rule that has to be a contrarian to the prevailing theory..

What’s the chances that better tech is already available but is black shelved.

You see a Nicola Tesla 100years ago with free non- fossil fuel energy, countless more examples of zero point energy, mastering of gravity control in the 1950s.. But is hoarded by the shadow government elite.

It just makes you wonder whether BRN tech is actually really as good as is promised or ever going to see the light of day in a ubiquitous nature..

Some would say if this tech is as good as it is supposed to be, it should just be open sourced..

Prove me wrong BRN..

Open sourced means that anyone can copy it and profit from it. IP licenses would be useless. I am sure as a shareholder we wouldn't want that.

In the tech community 'closed sourced' is slandered often by big tech and mainstream media. Also Elon Musk... Why? Because they don't want upstarts and new smaller companies on the scene taking away their power/monopolies just like Brainchip.

How do you think our tech is shelved if Megachips and Renesas have the rights to use it? Will Japan really 'black shelve it' because it is too destructive and groundbreaking?

 

[wilzy123]

The 10th person rule that has to be a contrarian to the prevailing theory..

What’s the chances that better tech is already available but is black shelved.

You see a Nicola Tesla 100years ago with free non- fossil fuel energy, countless more examples of zero point energy, mastering of gravity control in the 1950s.. But is hoarded by the shadow government elite.

It just makes you wonder whether BRN tech is actually really as good as is promised or ever going to see the light of day in a ubiquitous nature..

Some would say if this tech is as good as it is supposed to be, it should just be open sourced..

Prove me wrong BRN..

Yes! It might be time to close chatgpt and have an early night before the remaining braincell bursts.

 

[equanimous]

What’s the chances that better tech is already available but is black shelved.

Your behind on the times mate. Do some research

 

[equanimous]

Your behind on the times mate. Do some research

View attachment 42402

Intel has hired Suk Lee, a former senior director of TSMC's design infrastructure marketing division in charge of TSMC's Open Innovation Platform, as its Ecosystem Development VP. Lee has been with TSMC for 13 years and was a vice president within the company's design infrastructure management division before leaving with Chang in June. He has a combined experience of 44 years working for TSMC

 

[Getupthere]

I thought I wouldn’t have to bring this up anymore.

This will be the last time I bring this up as I have voiced my concerns previously before the last AGM.

I think our chairman is trying play the strike down.

You know why the strike happened, you wouldn’t be doing the quarterly podcast if we shareholders didn’t voice our dissatisfaction and voted against.

It was never about the share price….it was about runs on the board and lack of communication with your shareholders.

I am sick and tired of hearing this is how the tech world operates and you Aussies need to comply with the way the USA traditionally operates.

We are listed on the asx…. You have Australian shareholders that have invested and have patiently waited to see revenue or IP deals.

I have no problem with incentives for employees, however I do have a problem when we sharesholders
Are not informed of anything.

I hope management take this on board.

That’s the last time I bring this up.

There will be another strike If we keep on getting treated this way.

Go BRN.

 

[equanimous]

I thought I wouldn’t have to bring this up anymore.

This will be the last time I bring this up as I have voiced my concerns previously before the last AGM.

I think our chairman is trying play the strike down.

You know why the strike happened, you wouldn’t be doing the quarterly podcast if we shareholders didn’t voice our dissatisfaction and voted against.

It was never about the share price….it was about runs on the board and lack of communication with your shareholders.

I am sick and tired of hearing this is how the tech world operates and you Aussies need to comply with the way the USA traditionally operates.

We are listed on the asx…. You have Australian shareholders that have invested and have patiently waited to see revenue or IP deals.

I have no problem with incentives for employees, however I do have a problem when we sharesholders
Are not informed of anything.

I hope management take this on board.

That’s the last time I bring this up.

There will be another strike If we keep on getting treated this way.

Go BRN.

Strange accusation there.

• We operate in the ASX, American and Germany stock exchange
• We have had revenue come in but not as much as we like and we have 2 IP deals
• Who even said we need to comply with how the USA operates ( by the way all the tech giants are in USA)

You might want to check your post before submitting as your posting incorrect facts here.

 

[Getupthere]

Strange accusation there.

• We operate in the ASX, American and Germany stock exchange
• We have had revenue come in but not as much as we like and we have 2 IP deals
• Who even said we need to comply with how the USA operates ( by the way all the tech giants are in USA)

You might want to check your post before submitting as you’re posting incorrect facts here.

For a start the 2 IP deals were signed over 2 years ago.

No new deals since then.

We are listed on the asx….not the nasdaq.

Have a bit of respect for the investors of the company and not play dumb to why they got the strike in the first place.

If this continues It will just become a boys club with fat salaries and bonus for no return to investors.

Instead of changing his approach after the strike at the last AGM he has continued to rub shareholders up the wrong way.

He needs to stop playing dumb….the strike wasn’t because of the share price, it was because of no new IP deals.

I have always said the I’m not concerned about the share price for now.

If there’s no revenue, then they must sign new IP deals.

I will always love the company, however I will call out management BS when I see it.

 

[robsmark]

For a start the 2 IP deals were signed over 2 years ago.

No new deals since then.

We are listed on the asx….not the nasdaq.

Have a bit of respect for the investors of the company and not play dumb to why they got the strike in the first place.

If this continues It will just become a boys club with fat salaries and bonus for no return to investors.

Instead of changing his approach after the strike at the last AGM he has continued rub shareholders up the wrong way.

He needs to stop playing dumb….the strike wasn’t because of the share price, it was because of no new IP deals.

I have always said the I’m not concerned about the share price for now.

If there’s no revenue, then they must sign new IP deals.

I will always love the company, however I will call out management BS when I see it.

I agree entirely with this. More transparency is needed as to where the company sites regarding negotiations and if negotiations actually exist. This silence is BS, we effectively own this company and have no idea what’s happening inside its walls, yet the bonuses keep rolling, the SP keeps dropping, and no new deals are being signed. It’s getting very old and I expect better accountability.

 

[Cartagena]

For a start the 2 IP deals were signed over 2 years ago.

No new deals since then.

We are listed on the asx….not the nasdaq.

Have a bit of respect for the investors of the company and not play dumb to why they got the strike in the first place.

If this continues It will just become a boys club with fat salaries and bonus for no return to investors.

Instead of changing his approach after the strike at the last AGM he has continued rub shareholders up the wrong way.

He needs to stop playing dumb….the strike wasn’t because of the share price, it was because of no new IP deals.

I have always said the I’m not concerned about the share price for now.

If there’s no revenue, then they must sign new IP deals.

I will always love the company, however I will call out management BS when I see it.

I also tend to agree with most of what you expressed. As I mentioned in last post the BOD need to be more visible and even if they employ a specialist PR company and provide better communications to their shareholders then that's a great step and will be seen as a major positive. The current PR/ Marketing firm if there is one, ( I think it's JBR communications) honestly isn't up to the job and I honestly don't know what they have done for Brainchip. I'm on linkedin for my professional career and notice other emerging tech companies introduce and celebrate their key staff and communicate and share success stories within their companies and with their public audience. Yes we have these podcasts but it would be great if they're mixed with more effective communication channels to inform us, the part owners of Brainchip what's happening without breaching any NDA or disclosure requirements.