BRN Discussion Ongoing

Frangipani

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Is inflation in California by any chance not slowing down after all, but on the contrary getting out of hand?! 😉

While it is good to see that the Akida Edge AI Boxes are no longer marked as “sold out” on https://shop.brainchipinc.com/products/akida™-edge-ai-box, those who’ve been toying with the idea of ordering one (and are not deterred by the shipping estimate of 10-12 weeks) will be shocked to see the price has all of a sudden increased by approximately 87 %, without any explanation! 😳


Screenshot taken on July 21:

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Screenshot taken on September 3:

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Back in September 👆🏻, I had posted about a whopping price hike with regards to the Akida Edge AI Box - an increase by approximately 87% from US$ 799 to US$ 1495 - which was by the way never explained by our company, as far as I know.

Now, just as silently, prices for both the Akida Edge AI Box as well as the Akida PCIe Board were slashed overnight - from US$ 1495 to US$ 995 (which is, however, still almost US$ 200 more compared to when the Edge AI Box was initially made available for pre-order in mid-February 2024) resp. from US$ 499 to US$ 289.



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Courtesy of the Wayback Machine:



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DK6161

Regular
I am 99.9% sure we are in Nintendo 2.
The JB Hi-fi guy said so. He knows his stuff and into all the new computer things that are out now.
Nice chap btw. Very helpful with my extra warranty.

Not advice
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
I am 99.9% sure we are in Nintendo 2.
The JB Hi-fi guy said so. He knows his stuff and into all the new computer things that are out now.
Nice chap btw. Very helpful with my extra warranty.

Not advice

Time for a reality check, methinks.

I know many of us are hoping AKIDA might be featured in the upcoming Nintendo Switch 2 and believe me, I’d love to be proven wrong about this, but based on what we know so far, I’m 99% sure it’s not happening.

For starters, Sean’s own comments about royalties being "unlikely" this year are pretty telling.

Secondly, based on leaked specs and early hands-on impressions, there’s no evidence that the new "C button" or other system features require the kind of neuromorphic processing that AKIDA specialises in. In fact, the Switch 2’s battery life is reportedly only a few hours which is not ideal for showcasing one of AKIDA's biggest selling points - ultra-low power efficiency.

I hope I'm wrong, but until we see something more concrete...




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Megachip haven't ever revealed its customers apart from Nintendo, however they have said they are suppling one of the top two camera companies in Japan whom are.....

Canon and Sony, so may be this is were we are involved if not in nintendo.
 
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Frangipani

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Interesting comment under Tony Dawe’s farewell post on LinkedIn:


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While I can’t comment on the veracity of Matthew R.’s statement that Tony Dawe did “a great job at BRN with engaging with DACH* investors as company sees strong volumes on DE** exchanges”…

*DACH is an acronym encompassing the three neighbouring countries with the largest German-speaking population in Europe, derived from their international vehicle registration codes, namely Germany (D), Austria (A) and Switzerland (CH = Confoederatio Helvetica). In English, the term GSA is sometimes used (Germany, Switzerland, Austria).

** DE = Deutschland, so it refers to the Germany-based exchanges where BRN can be traded


… I wonder whether Matthew R. (Reynolds) is

a) just a fellow BRN retail shareholder,

b) someone who has a professional interest in getting the attention of BRN for future collaboration with the company he works for (so far BRN is neither listed as a client of Frankfurt am Main-based Dr. Reuter Investor Relations nor has it been promoted by Matthew Reynolds on LinkedIn in recent weeks, unlike other companies have - but why then comment under a post of an employee who is about to leave the company?),

or c) someone who’s already been in contact with BRN behind the scenes, possibly even in relation to evaluating a dual listing on the ASX and the Frankfurt Stock Exchange? 🤔

It struck me as somewhat odd that Tony Dawe didn’t address him by name in his reply, as he did with the others wishing him well - which seems to suggest a more distanced relationship, if there exists any at all.

Nevertheless, Matthew Reynold’s LinkedIn profile caught my eye, given Antonio J. Viana was quoted as having mentioned during the AGM that BrainChip were evaluating to investigate a potential redomicile not only to the US (as per the 27 February 2025 ASX Announcement, the wording of which our Chairman of the Board shockingly seemed to be unaware of) but also to other regions. And according to Viana, one of these could apparently also be Europe.

Saying that, I am not sure how exactly a potential dual listing at let’s say the Frankfurt Stock Exchange would benefit BRN, as both institutional as well as retail shareholders in Europe can already invest in BRN without a problem.
Instead, it’s the US-based investors who currently have to pay a premium for investing in ASX-only-listed stocks, and the US market “provides access to a substantially larger and highly technologically sophisticated pool of potential investors on a global scale” our company said it was hoping to target.
(Although brokers here in Germany don’t provide BRN shareholders with an invitation to the AGM or voter access codes etc free of charge, so that might change for the better?)

I noted that as of 28 April 2025, BNP Paribas Nominees Pty Ltd < Clearstream> (Clearstream is a wholly-owned subsidiary of Deutsche Börse Group) is now the second biggest entity in the TOP 50 with 125,490,690 shares, after Peter van der Made’s holdings that amounted to 156,805,823 shares.
Compare that to the Top 50 released on 28 April 2024, in which the BNP Paribas Clearstream nominee account held “only” 107,109,511 shares. More accumulation has evidently happened from end of April 2024 to end of April 2025, although we don’t know by whom exactly.
Anyway, BRN appears to have a comparatively large European institutional investor base already.

Am I overlooking something here?




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CHIPS

Regular
Interesting comment under Tony Dawe’s farewell post on LinkedIn:


View attachment 86571

While I can’t comment on the veracity of Matthew R.’s statement that Tony Dawe did “a great job at BRN with engaging with DACH* investors as company sees strong volumes on DE** exchanges”…

*DACH is an acronym encompassing the three neighbouring countries with the largest German-speaking population in Europe, derived from their international vehicle registration codes, namely Germany (D), Austria (A) and Switzerland (CH = Confoederatio Helvetica). In English, the term GSA is sometimes used (Germany, Switzerland, Austria).

** DE = Deutschland, so it refers to the Germany-based exchanges where BRN can be traded


… I wonder whether Matthew R. (Reynolds) is

a) just a fellow BRN retail shareholder,

b) someone who has a professional interest in getting the attention of BRN for future collaboration with the company he works for (so far BRN is neither listed as a client of Frankfurt am Main-based Dr. Reuter Investor Relations nor has it been promoted by Matthew Reynolds on LinkedIn in recent weeks, unlike other companies have - but why then comment under a post of an employee who is about to leave the company?),

or c) someone who’s already been in contact with BRN behind the scenes, possibly even in relation to evaluating a dual listing on the ASX and the Frankfurt Stock Exchange? 🤔

It struck me as somewhat odd that Tony Dawe didn’t address him by name in his reply, as he did with the others wishing him well - which seems to suggest a more distanced relationship, if there exists any at all.

Nevertheless, Matthew Reynold’s LinkedIn profile caught my eye, given Antonio J. Viana was quoted as having mentioned during the AGM that BrainChip were evaluating to investigate a potential redomicile not only to the US (as per the 27 February 2025 ASX Announcement, the wording of which our Chairman of the Board shockingly seemed to be unaware of) but also to other regions. And according to Viana, one of these could apparently also be Europe.

Saying that, I am not sure how exactly a potential dual listing at let’s say the Frankfurt Stock Exchange would benefit BRN, as both institutional as well as retail shareholders in Europe can already invest in BRN without a problem.
Instead, it’s the US-based investors who currently have to pay a premium for investing in ASX-only-listed stocks, and the US market “provides access to a substantially larger and highly technologically sophisticated pool of potential investors on a global scale” our company said it was hoping to target.
(Although brokers here in Germany don’t provide BRN shareholders with an invitation to the AGM or voter access codes etc free of charge, so that might change for the better?)

I noted that as of 28 April 2025, BNP Paribas Nominees Pty Ltd < Clearstream> (Clearstream is a wholly-owned subsidiary of Deutsche Börse Group) is now the second biggest entity in the TOP 50 with 125,490,690 shares, after Peter van der Made’s holdings that amounted to 156,805,823 shares.
Compare that to the Top 50 released on 28 April 2024, in which the BNP Paribas Clearstream nominee account held “only” 107,109,511 shares. More accumulation has evidently happened from end of April 2024 to end of April 2025, although we don’t know by whom exactly.
Anyway, BRN appears to have a comparatively large European institutional investor base already.

Am I overlooking something here?




View attachment 86572 View attachment 86573 View attachment 86574 View attachment 86575


View attachment 86585

Perhaps Matthew had met Tony on the occasion of representing a major stockholder?
 

IloveLamp

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Frangipani

Top 20
Akida gets a mention alongside other neuromorphic platforms in this newly published paper titled “Spiking Neural Networks for Multimodal Neuroimaging: A Comprehensive Review of Current Trends and the NeuCube Brain-Inspired Architecture”, co-authored by researchers from various New Zealand 🇳🇿 research entities. The paper is based on data obtained from the Alzheimer’s Disease Neuroimaging Initiative (ADNI) database and concludes that “SNNs offer a viable approach to addressing some of the limitations of traditional ANNs in multimodal neuroimaging, particularly in processing spatiotemporal data, such as EEG and fMRI”, although it also states that challenges remain.



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One of the papers referenced 👆🏻is the Uni Tübingen table tennis robot paper (that involved Akida), which first author Andreas Ziegler recently presented at the International Conference on Robotics and Automation (ICRA 2025) in Atlanta:

Hopefully, Andreas Ziegler from Uni Tübingen will have an appreciative audience game for some event-(camera)-ful table tennis talk 🏓 🏓 🏓 🏓 🏓 at the International Conference on Robotics and Automation (ICRA 2025) in Atlanta later today.

He will be presenting his team’s research (which also involved Akida and was partially funded by Sony AI, where he was a Research Scientist Intern at their office in Switzerland from November 2023 to March 2024 as part of his ongoing PhD studies at Uni Tübingen) that led to the publication of the 👆🏻paper “Detection of Fast-Moving Objects with Neuromorphic Hardware” (cf. https://lnkd.in/ew-U5-BD, where you’ll also find a video and a GitHub link):



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It is worthwhile to refresh our memories regarding the whereabouts of his co-authors Sebastian Otte and Karl Vetter, who are both Uni TĂźbingen alumni from the same Cognitive Systems research group, where Andreas Ziegler is currently pursuing his PhD (https://uni-tuebingen.de/fakultaete...che/informatik/lehrstuehle/kognitive-systeme/):
 

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7fĂźr7

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Time for a reality check, methinks.

I know many of us are hoping AKIDA might be featured in the upcoming Nintendo Switch 2 and believe me, I’d love to be proven wrong about this, but based on what we know so far, I’m 99% sure it’s not happening.

For starters, Sean’s own comments about royalties being "unlikely" this year are pretty telling.

Secondly, based on leaked specs and early hands-on impressions, there’s no evidence that the new "C button" or other system features require the kind of neuromorphic processing that AKIDA specialises in. In fact, the Switch 2’s battery life is reportedly only a few hours which is not ideal for showcasing one of AKIDA's biggest selling points - ultra-low power efficiency.

I hope I'm wrong, but until we see something more concrete...




View attachment 86581
I thought Brn used to say they don't know what companies do once signed a IP License
 
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DK6161

Regular
Just opened my Nintendo 2 and I can confirm that Brainchip is in it!
It even has a training package for users.
I have no idea how to use these things, but very nice surprise! Can't believe there was no asx announcement 🤨

Happy with the purchase. Highly recommend JB Hi-fi Parramatta. Very helpful staff that knows there stuff!

Akida forever!
Not advice
shopping
 
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Pmel

Regular
Just opened my Nintendo 2 and I can confirm that Brainchip is in it!
It even has a training package for users.
I have no idea how to use these things, but very nice surprise! Can't believe there was no asx announcement 🤨

Happy with the purchase. Highly recommend JB Hi-fi Parramatta. Very helpful staff that knows there stuff!

Akida forever!
Not advice
shopping
What made you to come to that conclusion. Any proof.
 

7fĂźr7

Top 20
And on LinkedIn

 
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TheDrooben

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