BRN Discussion Ongoing

[Deena]

Hi Deena,

I am wondering what your thoughts are re: the adoption of Gen 2 Akida..

Are you expecting any new IP licensees this year?

What’s your view on performance of management? And how do you measure that?

If positive, would you be expecting early adopting partners like Valeo, Socionext, Ford, Vorago, Renesas to be producing revenue with Gen 2 by the next AGM?

I’m asking because as we stand, it is difficult to quantify for most retail shareholders based on revenue and number of Licencees of Akida, whether the last 12-18 months performance by management could be considered a success or not..

And based on voting at the last two AGMs, it seems shareholders are growing impatient with our Founder and not unanimously accepting of the remuneration report last year.. There seems to be negative consequences of keeping the status quo if so by the next AGM..

So I’m wondering what gives you confidence that I and others have been unable to sustain? Because the only thing I can really come up with is that you know more than most retail shareholders..

The caveat on that if it were true, having known some people on boards of companies myself, I’m of the opinion that “knowing more” rarely translates to successful outcomes with investing..

Therefore I’m curious as to your research and potential connections giving you more conviction, or have you fallen ill of believing a narrative that to others seems to have too many contrarian red flags to become an eventual success..

I’m just an anonymous poster with an opinion on a chat forum…

Hi Schnitzel lover
I considered answering your post in detail and even numbered up your 10 paragraphs with that in mind, but I have decided to tackle this in another way.

Firstly regarding your 7th paragraph. I do not have any special contacts within Brainchip but I do benefit from a lot of the very talented and well qualified people on this forum (which I have been in from the first days of it starting up). I really admired the way Fact Finder consistently stripped the facts from the BS. It must be great to have such a brilliant legal and analytical mind.

I do do a lot of research myself in numerous places. For instance I first found out about Brainchip while reading the annual report of Metals X Limited and wondered why they held over 12 million Brainchip shares. Oh, and I was at the last AGM in Sydney.

Like Fact Finder I like to strip the truth from the BS. There is a lot of smoke blowing around on this and other forums, and some people seem very adept at blowing smoke up other peoples asses. One may say that I have taken a lot of the factual information on board and retained it. Doing this enables one to smell BS at a distance.

Having said that, then it is clear that all the observations that I make are available to each and every one of us, as is the information to see what clearly is or isn't true. So although I have opinions on most of the questions you have asked I will respectfully decline from going into details. After all they are only opinions based on the same information that is available to everyone.

Sorry for not giving specific answers to your carefully crafted questions. But you are obviously a thoughtful person. You may do yourself and other forum members a favour by tackling some of the relevant questions yourself.
Cheers, Deena

 

[Diogenese]

Hi,

First time poster.

Noticed a Japanese patent the other week for an 'interconnection control circuit' utilising SNN’s.

https://patents.google.com/patent/JP7323968B1/

Applicant is MavissDesign Co.,Ltd

https://maviss-design.com/

You must visit their Japanese domestic page and utilise your translation function since their English-language page is not current.

View attachment 45157

View attachment 45158

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Where did they get the SNN IP? Under the company history tab, I found:

View attachment 45161

From Renesas Japanese page (translated):

View attachment 45162

I can't establish a connection between Mavis and Intel or IBM, so it appears unlikely that they are utilising Loihi or TrueNorth.

If it is Brainchip, they've gone from getting access to the IP, product development, obtaining patents and trademarks, and nearing market readiness in under two years.

I would also like to delve into the number of other entities designated as "certified Renesas IP license partners" and understand the nature of their arrangements.

Hi AI Inquirer,

Unfortunately the ogre has been superannuated, otherwise you would have earned your first visitation:

While my Japanese is not good and the drawings are in japanese, the system seems to incorporate some form of backpropagation. Akida does not use backpropagation.

[0014] In order to achieve the above objects, a first feature of an interconnection control circuit according to the present invention is an interconnection control circuit for transferring error information from a neuron in a subsequent layer to a neuron in a preceding layer, wherein the neuron in the preceding layer a first holding circuit having several memories and storing the error information input from the post-layer neurons in association with first addresses indicating read addresses of the memories corresponding to the number of the preceding-layer neurons; A second holding circuit having a memory corresponding to the number of neurons in the rear layer and storing error information to be output to the neurons in the front layer in association with a second address indicating a write address of the memory corresponding to the number of neurons in the rear layer. and reading the error information from each memory of the first holding circuit by shifting the first address at each predetermined control cycle, and shifting the second address to read the read error information. and a transfer circuit that rearranges and writes to each of the memories of the second holding circuit.

[0015] A second feature of the interconnection control circuit according to the present invention is that the memory of the first holding circuit is divided into regions so that data corresponding to the number of neurons in the latter layer can be stored, and the memory of the second holding circuit is Each memory is divided into areas so as to store data corresponding to the number of neurons in the preceding layer, and the transfer circuit stores the read error information in the area at the same position in each memory of the first holding circuit. It is characterized in that the stored data are rearranged so as to be stored in the same memory of the second holding circuit.

Akida is largely asynchronous. The clock signal, first row in Figure 4 is used to time synchronous operations.

 

[Schnitzel lover]

Hi Schnitzel lover
I considered answering your post in detail and even numbered up your 10 paragraphs with that in mind, but I have decided to tackle this in another way.

Firstly regarding your 7th paragraph. I do not have any special contacts within Brainchip but I do benefit from a lot of the very talented and well qualified people on this forum (which I have been in from the first days of it starting up). I really admired the way Fact Finder consistently stripped the facts from the BS. It must be great to have such a brilliant legal and analytical mind.

I do do a lot of research myself in numerous places. For instance I first found out about Brainchip while reading the annual report of Metals X Limited and wondered why they held over 12 million Brainchip shares. Oh, and I was at the last AGM in Sydney.

Like Fact Finder I like to strip the truth from the BS. There is a lot of smoke blowing around on this and other forums, and some people seem very adept at blowing smoke up other peoples asses. One may say that I have taken a lot of the factual information on board and retained it. Doing this enables one to smell BS at a distance.

Having said that, then it is clear that all the observations that I make are available to each and every one of us, as is the information to see what clearly is or isn't true. So although I have opinions on most of the questions you have asked I will respectfully decline from going into details. After all they are only opinions based on the same information that is available to everyone.

Sorry for not giving specific answers to your carefully crafted questions. But you are obviously a thoughtful person. You may do yourself and other forum members a favour by tackling some of the relevant questions yourself.
Cheers, Deena

Cheers Deena,

Great and considered response.

It is true that nothing of significance was ever achieved without a significant amount of detraction, opposition and overwhelming evidence to the contrary at various stages.

I sincerely hope things work out well for your investment in BRN.

SL

 

[TheFunkMachine]

Maybe just now it’s immaterial but VVDN are producing a product with Akida inside by the end of this year - so there will have to be a price sensitive announcement around an associated IP deal between now and then. Our first product wow

I wonder if there might be an Ip deal once Akida 2.0 is released ? I agree that there has to be an IP deal if they are using Akida in their product, if not then I am very confused as to how they are supposed to make money lol

 

[Diogenese]

I wonder if there might be an Ip deal once Akida 2.0 is released ? I agree that there has to be an IP deal if they are using Akida in their product, if not then I am very confused as to how they are supposed to make money lol

https://www.bing.com/videos/rivervi...3676CC31FD632073FC363676CC31FD6320&ajaxhist=0


It's a partnership!

 

[JoMo68]

View attachment 45141 View attachment 45142

It’s coming… Diamond hands.

 

[FJ-215]

https://www.bing.com/videos/riverview/relatedvideo?&q=listen carefully i will say this only once&mid=73FC363676CC31FD632073FC363676CC31FD6320&ajaxhist=0


It's a partnership!

Hi Dio,

Yep, a partnership.

Looks like we are recanting on the "IP only" model with this arrangement and I must say I like it. I subscribe to Bloomberg and an Ad for one of their TV shows (Bloomberg Crypto) keeps popping up with the sound bite....

"Stop talking about the technology and start demonstrating the utility"

Well, if our EAP customers want to hide behind NDA's and not disclose that they are using neuromorphic tech, how will the world ever hear about Brainchip. Happy to see us put a product out even if it is in a small niche market. Can't imagine there will be much in the way of revenue but that to my mind is not what this is about.

Our EAP Customers are lollygagging and we need some recognition.

If you want a job done, do it yourself...

 

[Perhaps]

https://www.bing.com/videos/riverview/relatedvideo?&q=listen carefully i will say this only once&mid=73FC363676CC31FD632073FC363676CC31FD6320&ajaxhist=0


It's a partnership!

Yes, and the partnerships don't work directly with IP deals. There are two ways.
1.) The partnership offers a market-ready product to OEMs. The OEM who puts it into production has to licence the IP and pay royalties.
2.) The partnership brings a product to the market like VVDN. In this case Brainchip gets a percentage of the sales revenue flow.
It was reported several times there are different business models running. The pure IP deal (intellectual property, imagine you buy a construction plan) is only possible for the real big players able to work with silicon design from the scratch or silicon designers themselves like MegaChips.
There shouldn't be that fixation on IP deals, it's only a part of the game.

 

[FJ-215]

Yes, and the partnerships don't work directly with IP deals. There are two ways.
1.) The partnership offers a market-ready product to OEMs. The OEM who puts it into production has to licence the IP and pay royalties.
2.) The partnership brings a product to the market like VVDN. In this case Brainchip gets a percentuage of the sales.
It was reported several times there are different business models running. The pure IP deal is only possible for the real big players able to work with silicon design from the scratch or silicon designers themselves like MegaChips.
There shouldn't be that fixation on IP deals, it's only a part of the game.

Hi Perhaps,

IP sales are fantastic from a profit margin point of view. Can't hurt to sell our own product for a while as we wait for market traction.

 

[Perhaps]

Hi Perhaps,

IP sales are fantastic from a profit margin point of view. Can't hurt to sell our own product for a while as we wait for market traction.

It's just about the misleading idea the partners will licence the IP.
Just an example: Nviso develops solutions, but they don't sell the products. The solution is offered to customers of Nviso. When the customer decides to go into production, the IP comes into play, not before. So it's possible a Nviso customer like Siemens Healthineers licence the IP, but not Nviso as the partner inbetween.

 

[Glen]

U.S. Government Awards GlobalFoundries New $3.1 Billion, 10-Year Contract for Secure Chip Manufacturing | GlobalFoundries

With $3.1 billion spending ceiling, new 10-year contract provides U.S. Dept. of Defense an assured supply of securely manufactured semiconductors […]

gf.com

 

[AusEire]

Yes, and the partnerships don't work directly with IP deals. There are two ways.
1.) The partnership offers a market-ready product to OEMs. The OEM who puts it into production has to licence the IP and pay royalties.
2.) The partnership brings a product to the market like VVDN. In this case Brainchip gets a percentuage of the sales.
It was reported several times there are different business models running. The pure IP deal is only possible for the real big players able to work with silicon design from the scratch or silicon designers themselves like MegaChips.
There shouldn't be that fixation on IP deals, it's only a part of the game.

But but but some on here would have you believe that partnerships are meaningless

 

[Perhaps]

But but but some on here would have you believe that partnerships are meaningless

Meaningless? Would call it substantial. Each little development partner can stand for big deals, but not tomorow.
The customers of the partners are the possible IP licencees, always worth a look, shows the importance of those partnerships.

NVISO collaborates with Siemens Healthineers to apply Human Behaviour AI in medical imaging applications - NVISO

Lausanne, Switzerland – June 16th, 2022 – – nViso SA (NVISO), the leading Human Behavioural Analytics AI company, is pleased to announce it has commenced a commercial pilot applying the NVISO Human Behavioural Analytics AI software solution to support Siemens Healthineers solutions in...

nviso.ai

 

[cosors]

View attachment 45127


View attachment 45125
Extracts only


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View attachment 45123

better

 

[manny100]

AI via the cloud is a separate and distinct market from AI at the Edge. Sean at Investor presentations last April said that the 2 complement each other in that some data is more suited to the Cloud and other to the Edge.
NVIDA, ARM, Intel and AMD for example operate from the cloud. Sean said he does not see cloud operators as competitors
The clear advantage that the Edge has over the cloud is cost, latency and privacy. For many a clear choice will be the Edge. In this way it would be expected that AI at the Edge will take the Lions share of the huge AI growth expected in coming years.
AI at the Edge is just a natural progression forward. Its is not going away.⅔
I have been accumulating for patent value. If what Sean says comes true - BRN aims to be one of the 2 or 3 global leaders in 10 years then its just a bonus. From my point of view anyway.
Right now just waiting for demand to kick in and start growing like a rolling snow ball.

 

[charles2]

BRCHF

Big gap down. Greater than ten times normal volume. Biggest volume since Mercedes detonation. 1.12m shares

Closed at 13 cents (US)...a penny above the low.

We must be close......impossible for me to be wrong every time....True?

 

[Kachoo]

BRCHF

Big gap down. Greater than ten times normal volume. Biggest volume since Mercedes detonation. 1.12m shares

Closed at 13 cents (US)...a penny above the low.

We must be close......impossible for me to be wrong every time....True?

What's your agenda ? .13 USD is .20 AUD they are valued at the same price.

 

[Geared]

What's your agenda ? .13 USD is .20 AUD they are valued at the same price.

doesnt seem like an agenda? just stating the price - even specified USD..

 

[charles2]

What's your agenda ? .13 USD is .20 AUD they are valued at the same price.

My agenda is this: Want to live long enough to profit from my investment in Brainchip. Please don't share this info with anyone that might suggest/suspect that my agenda is nefarious. Top secret....even Trump doesn't know this...I was born in 1945. Hurts to write that.

Consider this: If BRCHF had closed at 16 cents US or 9.5cents US on robust volume what might have you concluded (or other reasonable and savvy investors).

To make this exercise even easier let's suppose the close was 5 cents US or much more fun for longs, 22 cents US.

Did I sense hostility when none was meant (for Frangi: meaned)? If so, apologies.

 

[jla]

My agenda is this: Want to live long enough to profit from my investment in Brainchip. Please don't share this info with anyone that might suggest/suspect that my agenda is nefarious. Top secret....even Trump doesn't know this...I was born in 1945. Hurts to write that.

Consider this: If BRCHF had closed at 16 cents US or 9.5cents US on robust volume what might have you concluded (or other reasonable and savvy investors).

To make this exercise even easier let's suppose the close was 5 cents US or much more fun for longs, 22 cents US.

Did I sense hostility when none was meant (for Frangi: meaned)? If so, apologies.

Born in 1944 as you say we are running out of time,