BRN Discussion Ongoing

[Slade]

Hi @cosors, I just finished reading some of your mate's (Amit Mate) Linkedin posts .

I gotta admitt, nothing helps to buoy my mood more than pondering over the reasons why QMAC would swap from using Qualcomm'a Edge AI platform to using BrainChip's cutting-edge neuromorphic Akida platform instead to power their QSRBot 247.

However, my euphoria has now given way to certain feelings of perplexity at why so many people from Qualcomm liked Amit's post about QMAC and BrainChip's partnership. I think it's very, very nice and noble of them of them considering we are kind of in competition with Qualcomm, aren't we?


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These are all the Qualcomm employees that "like" the post on our partnership with QMAC.



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Thank you Cosors and Bravo. This is quite extraordinary and the biggest indicator yet that Brainchip and Qualcomm are working together. If you haven’t read yet I recommend that you read it slowly, consider it carefully, and then draw your own conclusions.

 

[CHIPS]

Very new.

Can't wait.

Learning

I love the idea of Agriculture. A huge market also.

 

[CHIPS]

I love the idea of Agriculture. A huge market also.
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[Cardpro]

Yeah even South Korea, Lou said about 5 years ago, words to the effect “we’re getting a lot of interest from a company in South Korea - they have been testing Akida even more extensively than we have!”

Yet nothing came to a fruition...?

 

[Makeme 2020]

I watched the ASX Investor interview (from 3 months ago) last night for the first time. After the last AGM I had just let BRN simmer for a while as could see it was a put it in the draw for a while longer while we wait for v2.0 .....though I am accumulating cheaper shares here also.

From watching both recent interviews from Sean - here are my honest takeaways with my focus on revenue as that is what will sustain a healthy share price.

Larger revenues starting will not be in next 12 months but also wont be in 5 years. Large royalty revenue will be in between those timeframes. I assume once v2.0 Akida products are actually in products and selling - which he hints at 18 month to 2 year development cycle is typical.

My thoughts - If any other EAP's choose to break cover and announce the use of Akida in their product for release in the near future then of course we will have pops in the share price but they can come back down just like after MB news. If any of these news items from partners can be revenue quantifiable then the SP could have sustained rises - as the share market is always forward looking and forward pricing in. However it sounds like next 12 months will still be tough on the revenue as Sean is not giving a lot away on any v1.0 products being huge and sustaining. Maybe some licence sales but that won't be enough for a sustained SP.

I assume then the SP is going to move up and down in the next 1.5 years. From the 1.5 year point we may then start seeing bulk royalty revenue starting from products using v2.0 platform products.

It is interesting from the ASX Investor interview that Sean is adamant about pushing hard forward in sales but also development. It is great to keep that tech lead and is needed to stay very first mover - but Sales and Dev means continued bulk money to be spent in the next 1.5 years per quarter - I am keen to know his thoughts on how he is going to solve the funding over this period before bulk revenue potentially kicking in. I don't care too much for licences being sold as that is just a one of 1mil here and there, that is not going to sustain anything long term for the company. Quarter on Quarter sustained and balanced royalty revenue is needed to sustain a healthy share price, or at least sustained constant dollar attached deals announced.

Sean is obviously tactically still keeping his cards very close to his chest, a bit too much, but I get it, he does not want to over promise and be burnt on that. NDA's are still prominent in the landscape - bleeding edge tech does warrant the NDA's - annoying but true. We can't do much about it, I do like how the ASX Investor tried to extract the info out of him in many different ways around revenue and commerical players lol.

At this point you either believe in the Brainchip tech and partners involved to date and hope for the bulk revenue is there in 1.5 to 2 years. They may well get some starting IP revenue in the next 12 months but I assume it will be smallish - below 10mil for the year which really only sustains the current market cap. The bigger goals are 20mil+ for the year and growing that massively, that bulk is products from Akida v2.0 and beyond it seems. I was hoping on MB bulk royaly revenue starting in commerical vehicles this FY with their new models - but from Sean's language it does not seem to be the case - I could be wrong and Sean really under selling the revenue coming.

I am hoping on another larger player breaking cover again soonish though to say they are using Brainchips Akida platform v1 or v2 in a an actual commercial saleable product for the future. That would and can be valued somewhat by the financial analysts for the future revenue based on past products that company has sold. Lets see if it's possible.

The prospects for Brainchip are exciting - just a lot more patience required for the

 

[Makeme 2020]

I watched the ASX Investor interview (from 3 months ago) last night for the first time. After the last AGM I had just let BRN simmer for a while as could see it was a put it in the draw for a while longer while we wait for v2.0 .....though I am accumulating cheaper shares here also.

From watching both recent interviews from Sean - here are my honest takeaways with my focus on revenue as that is what will sustain a healthy share price.

Larger revenues starting will not be in next 12 months but also wont be in 5 years. Large royalty revenue will be in between those timeframes. I assume once v2.0 Akida products are actually in products and selling - which he hints at 18 month to 2 year development cycle is typical.

My thoughts - If any other EAP's choose to break cover and announce the use of Akida in their product for release in the near future then of course we will have pops in the share price but they can come back down just like after MB news. If any of these news items from partners can be revenue quantifiable then the SP could have sustained rises - as the share market is always forward looking and forward pricing in. However it sounds like next 12 months will still be tough on the revenue as Sean is not giving a lot away on any v1.0 products being huge and sustaining. Maybe some licence sales but that won't be enough for a sustained SP.

I assume then the SP is going to move up and down in the next 1.5 years. From the 1.5 year point we may then start seeing bulk royalty revenue starting from products using v2.0 platform products.

It is interesting from the ASX Investor interview that Sean is adamant about pushing hard forward in sales but also development. It is great to keep that tech lead and is needed to stay very first mover - but Sales and Dev means continued bulk money to be spent in the next 1.5 years per quarter - I am keen to know his thoughts on how he is going to solve the funding over this period before bulk revenue potentially kicking in. I don't care too much for licences being sold as that is just a one of 1mil here and there, that is not going to sustain anything long term for the company. Quarter on Quarter sustained and balanced royalty revenue is needed to sustain a healthy share price, or at least sustained constant dollar attached deals announced.

Sean is obviously tactically still keeping his cards very close to his chest, a bit too much, but I get it, he does not want to over promise and be burnt on that. NDA's are still prominent in the landscape - bleeding edge tech does warrant the NDA's - annoying but true. We can't do much about it, I do like how the ASX Investor tried to extract the info out of him in many different ways around revenue and commerical players lol.

At this point you either believe in the Brainchip tech and partners involved to date and hope for the bulk revenue is there in 1.5 to 2 years. They may well get some starting IP revenue in the next 12 months but I assume it will be smallish - below 10mil for the year which really only sustains the current market cap. The bigger goals are 20mil+ for the year and growing that massively, that bulk is products from Akida v2.0 and beyond it seems. I was hoping on MB bulk royaly revenue starting in commerical vehicles this FY with their new models - but from Sean's language it does not seem to be the case - I could be wrong and Sean really under selling the revenue coming.

I am hoping on another larger player breaking cover again soonish though to say they are using Brainchips Akida platform v1 or v2 in a an actual commercial saleable product for the future. That would and can be valued somewhat by the financial analysts for the future revenue based on past products that company has sold. Lets see if it's possible.

The prospects for Brainchip are exciting - just a lot more patience required for the big sustained revenue.

It's always another year, 2023 , now it's another 12 months or 24 months, can't wait for 2030

 

[IloveLamp]

Got to be AKIDA, right. This is one of the magic 41 'confirmed' associations. How could it possibly be anyone else, they're all more than three years behind....revenue in the next 4c will confirm, yes?

Now you're getting it

 

[Foxdog]

Now you're getting it

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Took a while didn't it, but this Kool-Aid tastes great!

 

[IloveLamp]

Hi @cosors, I just finished reading some of your mate's (Amit Mate) Linkedin posts .

I gotta admitt, nothing helps to buoy my mood more than pondering over the reasons why QMAC would swap from using Qualcomm'a Edge AI platform to using BrainChip's cutting-edge neuromorphic Akida platform instead to power their QSRBot 247.

However, my euphoria has now given way to certain feelings of perplexity at why so many people from Qualcomm liked Amit's post about QMAC and BrainChip's partnership. I think it's very, very nice and noble of them of them considering we are kind of in competition with Qualcomm, aren't we?


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These are all the Qualcomm employees that "like" the post on our partnership with QMAC.



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Even though Qualcomm weren't mentioned anywhere whatsoever in the most recent Brainchip presentation of competitors offerings..............

 

[DK6161]

Got to be AKIDA, right. This is one of the magic 41 'confirmed' associations. How could it possibly be anyone else, they're all more than three years behind....revenue in the next 4c will confirm, yes?

Yeah but there is no like from Rob. So not us

 

[Fastback6666]

Hi Fastback,

12 months+ for significant sustainable revenue?

I'm betting we see revenue in less than 12 months from one or more of the following:

A. Reneas had a processor taped out several months ago - even if they were to postpone for Akida 2, this will not be tested from the ground up, more as an upgrade.

B. Megachips is also moving towards production.

C. Merc 2024 model due out any day - with Akida in-cabin?

D. Valeo Scala 3 - with Akida?

E. Socionext synquacer?

Then there are these additional near term possibilities.

F. Lassen Peak hand-held radar (maybe with a chip from Megachips/Renesas) -

G. TATA/Elxsi- we've been working with TATA for a long time.

H. Prophesee

... and a few longer shots:

H. nViso

I. Edge Impulse

I think that a steady trickle of revenue from proven commercial applications will burst the SP floodgates.

And interspersed among the revenue will be big lumps of licence fees at an increasing rate.

And the icing on the cake is TeNNs.

Hi @Diogenese

I am very supportive of Brainchip.

I certainly hope there is big revenue coming in the next 12 months. I am sure there will be some, but constant/sustained QoQ and sizeable could be still a challenge. 5mil+ quarter on quarter is what is needed to get us moving back up in a decent way, and revenue seen to be growing.

I am only going by what by what Sean indicated in the interview and also looking at the past two quarter revenue intake. Also with new v2.0 Just being launched it is going take time for dev on these three newest products.

Momentum is definitely building there is no doubt and anything can happen in the end.

I am still hoping for some big news every week that is for sure!

 

[wilzy123]

Yeah but there is no like from Rob. So not us

What a great post

 

[Diogenese]

Hi @Diogenese

I am very supportive of Brainchip.

I certainly hope there is big revenue coming in the next 12 months. I am sure there will be some, but constant/sustained QoQ and sizeable could be still a challenge. 5mil+ quarter on quarter is what is need to get us moving back up in a decent way, and revenue seen to be growing.

I am only going by what by what Sean indicated in the interview and also looking at the past two quarter revenue intake. Also with new v2.0 Just being launched it is going take time for dev on these three newest products.

Momentum is definitely building there is no doubt and anything can happen in the end.

I am still hoping for some big news every week that is for sure!

Brainchip is like a doomsday cult where the end of days keeps getting deferred, only it's a boomsday cult.

I keep drinking the koolade.

 

[Slade]

Back at the end of 2019 in an interview with EE Times Europe in which he makes reference to AI companies including BrainChip, Pierre Cambou, principal analyst for imaging at Yole, said about neuromophic hardware:

“While no significant business is expected before 2024, the scale of the opportunity could be significant for decades after that.”

I think Pierre could be on the money with his prediction.

https://www.eetimes.eu/neuromorphic-promises-better-ai/

 

[stockduck]

Hi @cosors, I just finished reading some of your mate's (Amit Mate) Linkedin posts .

I gotta admitt, nothing helps to buoy my mood more than pondering over the reasons why QMAC would swap from using Qualcomm'a Edge AI platform to using BrainChip's cutting-edge neuromorphic Akida platform instead to power their QSRBot 247.

However, my euphoria has now given way to certain feelings of perplexity at why so many people from Qualcomm liked Amit's post about QMAC and BrainChip's partnership. I think it's very, very nice and noble of them of them considering we are kind of in competition with Qualcomm, aren't we?


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These are all the Qualcomm employees that "like" the post on our partnership with QMAC.



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Well,...that would make me crazy,....for me like the sharemarket from BRN yesterday.

 

[charles2]

For all shareholders/potential shareholders a pertinent question is are we at the bottom. Now I've been wrong on multiple occasions (what's new??) so today I'll just share an observation....also pointing out and emphasizing that the tail rarely wags the dog. (the caveat).

On the NASDAQ (tail) all of yesterday there existed a bid for 100k shares at 18 cents that was not hit. Today the bid of 100k shares is at 18.1 cents..still no action.

So what you may ask. Well nobody yet has decided to throw in the towel (or short) at this embarrassing god-awful price into a bid of significant size (for NASDAQ).

Seller exhaustion marks bottoms.

As much as I revile hope.......we can.

EDIT: As i write this some entity disposed of 10k shares at 18.1 cents. Guess we didn't hope with enough intensity.

EDIT 2: Seems that I jinxed it big time. My future must be in Tarot cards or Voodoo. Palms? Finger in the dyke?

Cheers

 

[Satchmo25]

AI isn’t all about speeds and feeds - Bits&Chips

Commercial success in AI isn’t merely about performance, explains Sander Arts.

bits-chips.nl

 

[Cartagena]

Back at the end of 2019 in an interview with EE Times Europe in which he makes reference to AI companies including BrainChip, Pierre Cambou, principal analyst for imaging at Yole, said about neuromophic hardware:

“While no significant business is expected before 2024, the scale of the opportunity could be significant for decades after that.”

I think Pierre could be on the money with his prediction.

https://www.eetimes.eu/neuromorphic-promises-better-ai/

Hi Slade,
Another glowing comment from Henrik Bech, calling Brainchip an "AI Leader" on Brainchip's latest post..

He is a project delivery leader in the EV and E- mobility industries for True Energy. This would be related to Mercedes or Airbus ?
Patience required

"Ai leader in my view. Peter has done really well in the last years, congrats! "

Screenshot from LinkedIn.

Henrik Bech​

| Strategic Project & Program Delivery | Stakeholder Relations | Communication | PMP® Compliance & Auditing | Agile SaFE® DIGITAL FUTURIST EV, eVTOL, IoT & Ai INVESTOR Project Management Institute (PMI) True Energy A/S - a Landis+Gyr CompanyEspergærde, Capital Region, Denmark 277 connections
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About​

Passionate about driving the transition to a sustainable future through the electrification of transportation. I am a dedicated professional with a strong PMP® background in a suite of related market segments including the EV and e-mobility industry. With a proven track record in developing innovative solutions and driving operational excellence I have played a pivotal role in advancing the adoption of disruptive innovations. I am deeply committed to the mission of curbing greenhouse gas emissions and creating a cleaner greener world. Throughout my career I have successfully managed cross-functional teams in designing and implementing cutting-edge R&D solutions. This includes leveraging API integration to develop and integrate sustainable technologies in areas such as digital lifecycle management platforms used by key players in the aviation industry and now project management of electric vehicle applications.

CEO Sean Hehir Sums Up BrainChip’s Value Prop for Oppenheimer Investors​

https://brainchip.com​

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  Henrik Bech
  | Strategic Project & Program Delivery | Stakeholder Relations | Communication | PMP® Compliance & Auditing | Agile SaFE® DIGITAL FUTURIST EV, eVTOL, IoT & Ai INVESTOR
  23h
  
  BRN, Sean Hehir, a great company to invest in. Ai leader in my view. Peter has done really well in the last years, congrats!

 

[cosors]

Hi Fmf,

Both these are analog/memristor. The theoretical advantages are swamped by practical deficiencies.

Dio, thanks again!
I just scroll over and read "RWTH Aachen" at the end. And my feeling with the fist wedge I often mentioned that we research and continue to research and nurture our research in its old system out of complacency leads to nothing that brings us forward here. I am not criticising the research view. I am criticising the German research system, which is 0 about economics.
If our research landscape is anything to go by we will still be doing research in 10 years' time on things that have long been passé. And then we ask ourselves again why everyone else around us is more successful.
MB with its R&D hub is a real or the only bright spot for me.
But I belong to the group that watches disillusioned to the VW boss openly admits that China has won in the automotive sector. To me as one example of many. German industry is largely looking to China for salvation and no longer trusts in itself. See the/my examples of Bosh and ZF. Wasteful and I hope no one looks to them any more. Wasted lifetime.

 

[cosors]

Hi Fmf,

Both these are analog/memristor. The theoretical advantages are swamped by practical deficiencies.

Dio, thanks again!
I just scrolled over and read "RWTH Aachen" at the end. And my feeling with the fist wedge I often mentioned that we research and continue to research and nurture our research in its old system out of complacency leads to nothing that brings us forward here. I am not criticising the research view. I am criticising the German research system, which is 0 about economics.
If our research landscape is anything to go by we will still be doing research in 10 years' time on things that have long been passé. And then we ask ourselves again why everyone else around us is more successful.
MB with its R&D hub is a real or the only bright spot for me.
But I belong to the group that watches disillusioned to the VW boss openly admits that China has won in the automotive sector. To me as one example of many. German industry is largely looking to China for salvation and no longer trusts in itself. See the/my examples of Bosch and ZF. Wasteful and I hope no one looks to them any more. Wasted lifetime.

____
The RWTH is for engineers here top notch, or they think it still is.

I realise that my words don't apply to everything here and that some people probably feel set back because of that. We have a problem in the research landscape in this things. And that is the arrogance from the old days when we used to be world champions in these things. The ball we sticking at turns and so does time.

I know someone who works at ZF and someone else who has to work with Bosch.