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Brainchip reality
I am an old man, who was into system analysis and pattern recognition 60 years ago so I was a soft target when I learned of Brainchip, 10 years back. W.A. has seemed like the California of Australia, with many bright, young companies in so many fields. One could imagine an organic progression for Brainchip, from local adoption, to expansion into Asia, then Europe and the USA. So I was dismayed by the emergence of a focus on the US - card detection in Las Vegas, then Studio, then an office in California, then the appointment of a manifestly inadequate CEO, whose IP strategy was all wrong for an emerging technology, to the shutting down of the Parth research centre, to now, when this IP company is almost entirely supported by a 4-year old chip (3 year lead?), yet without the wherewithal to make a successor.
We are still perceived as an Aussie minnow, whose NDA prospects will not sign up, clever as we are, lest we do not survive. So, the theory goes, we must redomicile to the US, to appear on their exchanges, in order to be taken seriously..
But all our staff are in USA, most of our marketing is there. Our malaise is deeper than ASX or Nasdaq. I think we have stalled, just as the wave is passing under us. Where is our new leader, paddling hard, hanging 10 and whooping us down the face?
I am an old man, who was into system analysis and pattern recognition 60 years ago so I was a soft target when I learned of Brainchip, 10 years back. W.A. has seemed like the California of Australia, with many bright, young companies in so many fields. One could imagine an organic progression for Brainchip, from local adoption, to expansion into Asia, then Europe and the USA. So I was dismayed by the emergence of a focus on the US - card detection in Las Vegas, then Studio, then an office in California, then the appointment of a manifestly inadequate CEO, whose IP strategy was all wrong for an emerging technology, to the shutting down of the Parth research centre, to now, when this IP company is almost entirely supported by a 4-year old chip (3 year lead?), yet without the wherewithal to make a successor.
We are still perceived as an Aussie minnow, whose NDA prospects will not sign up, clever as we are, lest we do not survive. So, the theory goes, we must redomicile to the US, to appear on their exchanges, in order to be taken seriously..
But all our staff are in USA, most of our marketing is there. Our malaise is deeper than ASX or Nasdaq. I think we have stalled, just as the wave is passing under us. Where is our new leader, paddling hard, hanging 10 and whooping us down the face?
TheUnfairAdvantage
Regular
I think it is safe to say that money and power has won the day. Qualcomm seem to have strategically cut Brainchip off at the pass with this blocking stake in Edge Impulse. They, like every other chip company are going to favour their in house developed technology. Dragon wing is most likely going to be front and centre in future development work through edge impulse. Unlikely they will be allowing third party products in any back door.
Like Dio said, this is probably why Brainchip have multiple enablement partners. One trick ponies have a habit of been sent to the cannery when lame.
I still haven’t seen any likes on LinkedIn from Brainchip on this acquisition. It’s highly likely they are unimpressed. Might explain why Edge Impulse aren’t presenting with them at embedded world at Germany.
Edit: Steve Brightfield likes it. Why? Time will tell?
Cyw
Regular
I was reading this article, not that interesting but makes me think about the Brainchip CEO being attacked by shareholders for not making any meaningful sales. Prophesee has been developing chips using Akida for years. They are now only demonstrating motion sensing. Sounds like still a long way before there will be any saleable products on the market using the chips/technology.
I bought into Brainchip early as I thought the adoption of new technology these days are very quick. But now thinking back, that may be only after the prodcuts are in the market. The iPhone 3 was a big success and took no time before everyone got one but how many years was it on the drawing board before it went to market?
I can understand people wanting to get rich overnight, me included, but we might just have to be that little bit more patient. Brainchip does not sell anything to the general consumer, they only sell the intelligence and knowledge showing people how it can make their edge facing prodcuts that much more effective and efficient.
If Prophese is still working on it, I am sure others like Megachips, MagikEye, Reneses, Arms etc. are also busy designing chips using Akida. The fiinal products are just not in the market yet.
When? I don't know, but the recent success in the areospace industry is surely indicating that the technology works and some of the most brilliant engineers are now working to make rockets fly better. Brainchip seems to be doing a lot of right things, like making the technology better (TENNS, Pico etc), partnering with the worlds best chip makers, car manufacturers, rockert builders and show casing our technology in every AI venue worth doing etc.
So instead of just bitching about management not doing anything for the shareholders, may be they need a pat on the back once in a while to show our understanding and keep their morale up.
I just hope Brainchip will make it big before they run out of our support.
supersonic001
Regular
#embeddedworld2025 #ai #edgeai | BrainChip
BrainChip will be at #EmbeddedWorld2025 in Nuremberg, Germany, March 11-13, demonstrating event-based vision capabilities of its Akida processor technology at…
Smoothsailing
Regular
Qualcomm isn’t God nor do they own the entire market. Brainchip has a well established ecosystem now and we will be financially successful this year 100% thanks to Sean and the teams hard work
Go brainchip
Go brainchip
Morning Chippers ,
#embeddedworld2025 #ai #edgeai | BrainChip
BrainChip will be at #EmbeddedWorld2025 in Nuremberg, Germany, March 11-13, demonstrating event-based vision capabilities of its Akida processor technology at…www.linkedin.com
View attachment 78960
In the above picture, the box , has our company name on it.
This , to myself, is a NEW physical product . Unless of course thay simply slapped a sticker on it ?.
All will be revealed when Tony lifts his arms I guess.
Regards,
Esq.
Bravo
If ARM was an arm, BRN would be its biceps💪!
Alf Kuchenbuch, VP of Sales at BrainChip, liked Amir Sherman's post on Qualcomm's Edge Impulse Acquisition.
www.linkedin.com
Amir Sherman - Tel Aviv District, Israel | Professional Profile | LinkedIn
A dynamic and experienced global semiconductor sector professional with vast experience… · Location: Tel Aviv District. 500+ connections on LinkedIn. View Amir Sherman’s profile on LinkedIn, a professional community of 1 billion members.
RobjHunt
Regular
Please let us know if yo receive a reply. Would be greatly interested in the response.
HopalongPetrovski
I'm Spartacus!
I asked Grok to tell me about this picture and this is reply. No Idea if accurate.. maybe others will confirm...
- Left Device (BrainChip):
- This is a BrainChip neuromorphic computing device, clearly labeled "brainchip" on the front of the case. The design is compact and boxy, with a perforated exterior for ventilation and a transparent top panel revealing internal components.
- Visible inside is a fan and some circuitry, including what appears to be a heat sink or processor cover. The layout is minimalistic, consistent with a focus on efficiency rather than high-density hardware, aligning with BrainChip’s Akida technology for edge AI.
- The case design suggests it could be a development kit (e.g., Akida Development Kit) or a standalone neuromorphic processor module, possibly the Akida PCIe card or a similar prototype.
- Right Device (EVGA-Based PC):
- This is a traditional PC with a side panel removed, showcasing its internal components. The case is larger and more complex than the BrainChip device, with a red motherboard and various cables visible.
- A prominent feature is the graphics card labeled "EVGA" with "3D GH" partially visible, which might indicate an older model (e.g., GTX series like the GTX 970 or 1080, though "GH" could be a mislabeling or shorthand). The card has a red and black color scheme, typical of EVGA’s high-performance GPUs.
- Additional components include a CPU cooler, a red motherboard, and a label or sticker (possibly a warranty or spec tag) attached to the case. The blue LED lights on the front suggest a gaming or enthusiast setup, and the presence of USB ports indicates connectivity options.
HopalongPetrovski
I'm Spartacus!
Isn't the right hand image just a side view of the left hand image?
Maybe Grok's been smoking one too many Elon's and is hallucinating.
I wonder if an Akida enabled device would have picked that up?
Remember when they one-shotted it a view of a tiger and then it could recognise it from other angles.
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7für7
Top 20
Looks like a jukebox to me
great…Yeah it is...Isn't the right hand image just a side view of the left hand image?
Maybe Grok's been smoking one too many Elon's and is hallucinating.
Side View: Reveals more components, including:
- A red PCB or heat spreader, initially mistaken for a motherboard but likely part of the Akida processor assembly or a carrier board for the chip.
Just done to see if it could give more insight to what's under the hood. Not that I really understand. Lots of computer smart people on forum
Bravo
If ARM was an arm, BRN would be its biceps💪!
Remember this corker of a quote from Spencer Huang, Chief Revenue Officer at Edge Impulse when he was being interviewed by Nandan Nayampally, CMO at BrainChip in the January 2024 podcast.
"I really applaud BrainChip for your technology and your intellectual property and I see every silicon vendor, every device will have your technology or neuromorphic-type technology in it. AI accelerate. This is going to be the norm."
11.54 mins
Then there was also the January 2025 podcast where Spencer Huang talked about how AKIDA is pushing the boundaries of what is possible in edge AI and "making science fiction a reality".
So, if AKIDA is pushing the boundaries of what is possible in edge AI and Qualcomm want to dominate the edge AI market, then wouldn't it make sense for Qualcomm to want to collaborate with us?
"I really applaud BrainChip for your technology and your intellectual property and I see every silicon vendor, every device will have your technology or neuromorphic-type technology in it. AI accelerate. This is going to be the norm."
11.54 mins
Then there was also the January 2025 podcast where Spencer Huang talked about how AKIDA is pushing the boundaries of what is possible in edge AI and "making science fiction a reality".
So, if AKIDA is pushing the boundaries of what is possible in edge AI and Qualcomm want to dominate the edge AI market, then wouldn't it make sense for Qualcomm to want to collaborate with us?
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MDhere
Top 20
I agree Bravo. Brainchip has done numerous of podcasts and interviews including with Qualcomm. I don't see any company's making podcasts with competitors.
You don't see podcasts with Mercedes and Ferrari talking together, Nestle with Cadbury, Nescafe with Moconna.
SO it's reasonable and logical to believe the podcasts generated by Brainchip have a indirect (for now) benefit to both the interviewer and interviewee.
Amen.
JoMo68
Regular
I agree Bravo. Brainchip has done numerous of podcasts and interviews including with Qualcomm. I don't see any company's making podcasts with competitors.
You don't see podcasts with Mercedes and Ferrari talking together, Nestle with Cadbury, Nescafe with Moconna.
SO it's reasonable and logical to believe the podcasts generated by Brainchip have a indirect (for now) benefit to both the interviewer and interviewee.
Amen.
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