BRN Discussion Ongoing
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IR confirmed recently that we still have a commercial relationship with the marquee clients disclosed on the " Why Invest" section of the website.Still wondering if we play a role in this game…
„January 13, 2025 – Mercedes-Benz and Google Cloud have announced an expansion of their strategic partnership. As part of this, the MBUX Virtual Assistant will receive new conversational capabilities enabled by Google Cloud’s new Automotive AI Agent.
The Automotive AI Agent from Google Cloud was developed with Gemini via Vertex AI and is specifically tailored to the automotive industry. It can access information from the Google Maps platform to provide users with detailed and personalized answers to questions about navigation, points of interest, and more.“
KI-gestützte Konversationssuche innerhalb von Navigationssystemen | Mercedes-Benz Group
Mercedes-Benz und Google Cloud haben heute angekündigt, ihre strategische Partnerschaft auszubauen.group.mercedes-benz.com
Mercedes included as a major client.
If any of the marquee clients drop off that section of the website will be amended.
" Marquee brands include Mercedes, Valeo, Vorago, and NASA, and commercial IP licenses with Renesas and MegaChips. Commercial availability of semiconductor chips, IP, tools, and boards."
BrainChip Investor Portal
investors.brainchip.com
Since Bravo has recently been using ChatGPT as a source more often, I thought I’d give it a try too… I should have just left it alone 
The probability that Mercedes will equip its new CLA with BrainChip Skids depends on several factors:
1. Previous Collaboration: Mercedes has already used BrainChip in the Vision EQXX, showing that they are open to the technology.
2. Technological Need: If Mercedes requires particularly energy-efficient AI processing for the CLA, BrainChip could be an option.
3. MB.OS Strategy: Mercedes is developing its own operating system, MB.OS. If they prioritize larger partners like Nvidia or Qualcomm, this could reduce BrainChip’s chances.
4. Skid Technology: If BrainChip’s Skids offer meaningful applications for the CLA (e.g., advanced driver assistance or infotainment), the likelihood increases.
Assessment:
Without insider information, it’s difficult to determine an exact probability. However, based on these factors, I would estimate a moderate to low probability – perhaps 20-40%, unless new information emerges.
The probability that Mercedes will equip its new CLA with BrainChip Skids depends on several factors:
1. Previous Collaboration: Mercedes has already used BrainChip in the Vision EQXX, showing that they are open to the technology.
2. Technological Need: If Mercedes requires particularly energy-efficient AI processing for the CLA, BrainChip could be an option.
3. MB.OS Strategy: Mercedes is developing its own operating system, MB.OS. If they prioritize larger partners like Nvidia or Qualcomm, this could reduce BrainChip’s chances.
4. Skid Technology: If BrainChip’s Skids offer meaningful applications for the CLA (e.g., advanced driver assistance or infotainment), the likelihood increases.
Assessment:
Without insider information, it’s difficult to determine an exact probability. However, based on these factors, I would estimate a moderate to low probability – perhaps 20-40%, unless new information emerges.
Yes I know that. I’m just curious, if we are involved, on wich form. And if they will mention us or we will just be part of them without further details.IR confirmed recently that we still have a commercial relationship with the marquee clients disclosed on the " Why Invest" section of the website.
Mercedes included as a major client.
If any of the marquee clients drop off that section of the website will be amended.
" Marquee brands include Mercedes, Valeo, Vorago, and NASA, and commercial IP licenses with Renesas and MegaChips. Commercial availability of semiconductor chips, IP, tools, and boards."
BrainChip Investor Portal
MDhere
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The other thing to note on this when Spencer Huang (Chief Revenue Officer) did the podcast in January 2025 with Steve Brightfield, it's very likely that the Qualcomm deal was already in play and being implemented as Qualcomm and Edge Impulse were very organised with new banners and lanyards to say the least for the upcoming event for March announcement.
On the 15 january 2025 podcast at the 16.30 min mark to 17:12 sums our our continued strong involvement which I a certain Spencer Huang would have known the Qualcomm deal.
16:28
all the these exciting new products and
16:30
Innovations yeah and and I want to thank
16:32
brain chip and the listeners you know um
16:34
I mentioned this earlier before there
16:36
was a a lot of this cool stuff maybe we
16:39
we talk about science fiction but with
16:41
brain chip and what we're doing and
16:43
we're pushing the boundaries and we're
16:45
we're making this science fiction into
16:47
reality and so we're making these
16:49
devices smarter one one one device at a
16:52
time and really do appreciate kind of
16:54
Through The Years working and partnering
16:56
with you as we're starting to turn this
16:57
into a reality
16:59
well Spencer thank you very much from
17:01
brain chip for your continued support
17:03
and our collaboration and we look to do
17:05
a lot of exciting uh uh you know
17:08
demonstrations and uh product
17:10
realizations in 2025 absolutely thank
17:12
you everyone thank you
Hi Smooth,
That just puts into prospective what T......Fact Finder allegedly said that, he wouldn't sell Brainchip shares for anything less than
$40.00 a share (I assume that if that is actually what he said, he was referring to AUD).
That would value our company as a stand-alone operator at around 84 Billion AUD.
As a great Australian quote, from the movie many would remember..........."Tell him he's dreaming" !!!!!!
I do know of someone who once upon a time mentioned 10.5 Billion AUD would be fair value based on todays shares listed on market.
We ALL KNOW WE HAVE SOMETHING SPECIAL, but sadly the market is still catching up, being allegedly 3 plus years ahead has presented
our company with some major headwinds, it's never ever an easy gig being so far ahead of the general masses, but once the adoption
commences, we are really positioned at the top of the grid......let the race commence.
Regards...........Tech.
IR did not divulge that information. I guess it depends whether Mercedes want the 'future' now or later.
Yep, the market is catching up. One thing we know for sure is that we have had quite a few validation events since last Sept'24.
Traders in the main prefer Exponential moving averages (EMA's) rather than Simple moving averages because EMA's put more weight on recent events.
In our case we should be taking a leaf out of the EMA book and putting weight on the validation events since Sept'24.
Events prior to Sept'24 should be given little or no weight.
Not only is the market catching up but the future is starting to close in on us as well.
Smoothsailing
Regular
I have good feeling our lead of 3 years has its benefits altho it has been slow on the uptake it also has given us Lea way to create many more models in preparation for the masses which are now awakened to Neuromorphic compute ready for 2025/6 mass production.
Smoothsailing
Regular
Been some good things happen over the last 12 months for sure but we haven’t been privy to enough information for me to give our BOD a clear thumbs up. I don’t know if Sean and Antonio are the best people to take BrainChip to the next level. I will be looking for them to give some form of revenue projection at the upcoming AGM with clear timelines of what has been achieved and what is to come. Sean said at the beginning of last year that 2024 was a critical year for BrainChip. I think he said the same at the beginning of this year. I think we deserve to know what he meant by critical and whether the targets they set for last year were met and whether they are on track to meet this years targets. There has to be some visible accountability. Our previous CEO Lou Dinardo did well and from what I’ve seen I think Sean has done well building the ecosystem and partner network. But are we at a stage where we need someone with different skills. I don’t know because I have no way of knowing how well Sean is doing. I do like that Tony Lewis is actively promoting BrainChip online. Why hasn’t Sean got a social media presence? I also haven’t heard a peep out of the other members of the board. Do we now need a CEO with more confidence and charisma? I will make my mind up after I’ve listened to what is said by Sean and Antonio at this years AGM.
Mercedes have a new SDV CLA due out soon.IR confirmed recently that we still have a commercial relationship with the marquee clients disclosed on the " Why Invest" section of the website.
Mercedes included as a major client.
If any of the marquee clients drop off that section of the website will be amended.
" Marquee brands include Mercedes, Valeo, Vorago, and NASA, and commercial IP licenses with Renesas and MegaChips. Commercial availability of semiconductor chips, IP, tools, and boards."
BrainChip Investor Portal
It will not contain Akida 1 simulation software as Mercedes has said NN simulation software is too power hungry which I take at face value (ie, not a red herring). TENNs is amenable to being applied as software, but I don't know if the Mercedes "embargo" on NN S/W extends to TENNs. TENNs is significantly less power hungry than Akida.
Akida 1 is improbable as a future choice for Mercedes because of the rapid evolution of the tech, such as, eg, Akida 2/TENNs.
Akida 2 (including) has not been reduced to silicon as far as we know.
Mercedes has also been developing chiplet technology so this is a possible future path of development.
WO2024230948A1 AUTONOMOUS VEHICLE SYSTEM ON CHIP 20230510
Applicants: MERCEDES BENZ GROUP AG [DE]; Inventors: PIEDNOEL FRANCOIS [US]
[0046] In various examples, the system on chip 300 can include additional chiplets that can store, alter, or otherwise process the sensor data cached by the sensor data input chiplet 310. The system on chip 300 can include an autonomous drive chiplet 340 that can perform operations to determine the physical characteristics of the environment around the sensors. These operations can include perception, sensor fusion, trajectory prediction, and/or other autonomous driving algorithms of an autonomous vehicle. To perform these operations, the autonomous drive chiplet 340 can include specialized hardware such as digital signal processors (DSP), a direct memory access (DMA) engine, and neural network (NN) accelerators. The autonomous drive chiplet 340 can be connected to a dedicated HBM-RAM chiplet 335 in which the autonomous drive chiplet 340 can publish all status information, variables, statistical information, and/or processed sensor data as processed by the autonomous drive chiplet 340.
Chiplets can be designed to be clip-in, ie, not soldered, just held in palce by a spring clip which would make it easire to replace with more advanced chiplets as the tech develops.
Thus Mercedes SDV could have a PCB with soldered Google/Qualcomm/Nvidia processors and memory, and a clip-in NN chiplet, or even a dummy clip-in chiplet/receptacle ready for a future chiplet.
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SO how does that work for TENNs which dates back a couple of years?
Smoothsailing
Regular
I have always thought the chiplet design is well suited to our models and is the way forward in this case
I appreciate those who feed us information on here and try hard to keep positive. I also appreciate the fact that Brn is growing its ecosystem and partnerships.
However, it is evident, to me, that the SP will not budge unless the Brn post a decent revenue grows or a huge contract deal.
Surely, by now, the 100 EAP’s would have brought us closer to achieving IP sales.
Very frustrating.
However, it is evident, to me, that the SP will not budge unless the Brn post a decent revenue grows or a huge contract deal.
Surely, by now, the 100 EAP’s would have brought us closer to achieving IP sales.
Very frustrating.
FJ-215
Regular
Good reasoning there Slade,
Agree with most of this. Can we possibly get Lou back as an advisor whenever we are thinking of making a call on LDA? He seemed to get the concept of promoting the company and releasing positive news ahead of (and during) a capital raise. Thought Sean would have at least done a zoom meeting with Marc Kennis to spark some interest.
Tothemoon24
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Tothemoon24
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Fullmoonfever
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C'mon TCS....ya know you want Akida 2.0 and TENNs.......sign here pls
Pom down under
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