BRN Discussion Ongoing

[Diogenese]

Hi Bravo,

Could well have been Sean. Was an odd comment that stuck in my memory. The only way it made logical sense to me, would be if a single customer bought the exclusive rights to Akida 2.

Hi FJ,

I think an exclusive licence for Akida 2 would be unlikely in the extreme.

My view is that Akida 2 will be our mass market product.

PS: I could be wrong - there's always a first time.

 

[Diogenese]

Hi Terroni,

When the President/CEO of Frontgrade says

"Great job Jan!!! This product and partnership with Brainchip is a game changer!!!", I get a warm feeling*.

https://www.gaisler.com/products/gr801

Overview​

This page describes a running development and no guarantees can be given concerning future product availability. All information on this page is subject to change without notice. Please click this link to sign up to receive notifications about product and documentation updates.
The GR801 architecture consists of a neuromorphic processing engine (Brainchip AkidaTM 1.0), a single-core RISC-V RV64GC processor (NOEL-V) for system management, and several digital interfaces.
GR801 is a reliable computing platform for AI applications such as image recognition, autonomous navigation, and data analysis. The neuromorphic engine provides fast and energy-efficient inference, enabling fast on-board decisions.
‍

View attachment 90390


NOEL-V RISC-V Processor

• General-purpose RISC-V processor (RV64GC)
• High-performance processing for traditional computing tasks
• System management and configuration of the neuromorphic engine

AkidaTM neuromorphic processing accelerator

• ‍‍Akida provides acceleration of AI models using event-based computing to minimize power consumption.
• Eight neural processing nodes connected in a mesh network
• Each node consisting of four convolutional or fully connected engines
• Each node supports 128 4x4 MACs, for total of 1024 MACs/clock
• Hardware support for 1, 2, or 4-bit hybrid quantized weights
• Multi-Pass Processing enables execution of large neural networks

Interfaces

• ‍‍‍‍PCIe Gen 3 x4 port with capability to act both as a root port and as an endpoint
• 10/100/1000Mbit Ethernet interface
• 200Mbit/s SpaceWire port
• SPI,I2C and UART low speed interfaces.

‍

Related project​

NEUROSPACE: Pioneering Neuromorphic AI Acceleration in Space-Grade Microprocessors
Critical space applications calling for more onboard autonomy—such as in-orbit servicing, autonomous landing, docking, rovers, drones, space situational awareness, and debris removal—demand technologies that prioritize low latency, power efficiency, and fault tolerance.
GR801 is the integration of emerging neuromorphic computing technology with Gaisler proven space solutions, and the first product in our GRAIN roadmap.
Reference ESA - https://activities.esa.int/4000145267
‍
This really is the first use of Akida IP in a customer SoC with a RISC-V processor, and it's radhard.

https://brainchip.com/frontgrade-gaisler-licenses-brainchips-akida-ip-to-deploy-ai-chips-into-space/

* ... but at my age ...

"Space Wire@ is one of the comms interfaces for FG's GR801 block diagram.

From Wiki:
"SpaceWire is a spacecraft communication network based in part on the IEEE 1355 standard of communications. It is coordinated by the European Space Agency (ESA) in collaboration with international space agencies including NASA, JAXA, and RKA.

So the GR801 will be able to talk to NASA and others.

 

[FJ-215]

Hi FJ,

I think an exclusive licence for Akida 2 would be unlikely in the extreme.

My view is that Akida 2 will be our mass market product.

PS: I could be wrong - there's always a first time.

It was the only thing that made sense to me in regards to that comment. Maybe Antonio was talking architectural licenses about the same time.

My memory is turning into Swiss cheese

 

[Diogenese]

It was the only thing that made sense to me in regards to that comment. Maybe Antonio was talking architectural licenses about the same time.

My memory is turning into Swiss cheese

You should have grew yuh hippocampus.

 

[Deleted member 3781]

Interesting comment on linkden

I remember Sean mentioning last year that some partnerships – even promising ones – had been put on hold, while new ones were brought in. Nanose was probably in that ‘on ice’ category. I don’t think that means BrainChip will achieve less – it’s just normal business, focusing resources where they can bring the most impact.
Not surprised at all to be honest….

 

[Guzzi62]

So when Sean said we haven't lost out to a competitor he was full of shit. I guess we already knew that but nice to have it confirmed.

I haven't been a fan of Sean since he was gifted the job, I've always thought we could've done better. How many chances does he get?

No more imo. Sean will be voted off the island first chance i get.

How can you say that based on one photo?

In some applications, the competition might be better, considering use case/costs, there are many factors involving picking the best hardware for the job, obviously. If they as an example sell chips out of the door, it's easier for them buying direct from them and not sign an IP and then have the chip designed and produced. I think BRN have some Akida 1000 chips they have sold and maybe some 1500 as well but no Akida 2 yet.

I will vote for Sean at the next AGM if I can (I am not Australian, nor living there), he has done a good job getting the company to where we are now IMO.

Sean was not gifted the job dude, he was vetted by the founder himself (PFDM) and found worthy!
The BOD knows if he is worthy or not, not you or me. Lots of hush-hush going on behind closed doors we have no idea about, I remain confident.

 

[IloveLamp]

How can you say that based on one photo?

In some applications, the competition might be better, considering use case/costs, there are many factors involving picking the best hardware for the job, obviously. If they as an example sell chips out of the door, it's easier for them buying direct from them and not sign an IP and then have the chip designed and produced. I think BRN have some Akida 1000 chips they have sold and maybe some 1500 as well but no Akida 2 yet.

I will vote for Sean at the next AGM if I can (I am not Australian, nor living there), he has done a good job getting the company to where we are now IMO.

Sean was not gifted the job dude, he was vetted by the founder himself (PFDM) and found worthy!
The BOD knows if he is worthy or not, not you or me. Lots of hush-hush going on behind closed doors we have no idea about, I remain confident.

It's not based on one photo It's based on more than one misleading statement.

Sean told us revenue would be lumpy and to watch the financials, and so far we've barely seen any revenue let alone a lump or two.....

Sean has been anything but straight with shareholders, you cannot deny that.

We can do better AND DESERVE BETTER imo.

Pvdm and others have also given misleading statements about progress in the past (explosion of sales comes to mind) im sure unintentionally and i bare no ill towards pvdm or his brilliance and efforts.

But as a shareholder, i don't think it's unreasonable to be kept up to date with such events, is it?

Just at the last agm we have seen Antonio (another that i will personally not be voting for), say that he has been responsible for holding back anns in the past and being too conservative regarding non price sensitive announcements, he said he would change his tact and yet we have had progress worth mentioning as non price sensitive since then and............silence (on the asx)

This engagement (NaNose) was initially announced on the asx if i am not mistaken, so isn't it reasonable to want the negative change to be communicated?

I have been invested in BRN for near on 6 years now and have seen many big statements go by the way side in that time. Sean so far imo has not delivered on his past words and i am not happy with his communication to shareholders or the market and first chance i get i will vote accordingly.

Don't get me wrong i have nothing but confidence the company has lots going on and have every confidence that Brainchip will deliver eventually.

But Sean needs to be held accountable, and to say that i am dissapointed with the companies transparency to date is an understatement to say the least.

 

[Slade]

How can you say that based on one photo?

In some applications, the competition might be better, considering use case/costs, there are many factors involving picking the best hardware for the job, obviously. If they as an example sell chips out of the door, it's easier for them buying direct from them and not sign an IP and then have the chip designed and produced. I think BRN have some Akida 1000 chips they have sold and maybe some 1500 as well but no Akida 2 yet.

I will vote for Sean at the next AGM if I can (I am not Australian, nor living there), he has done a good job getting the company to where we are now IMO.

Sean was not gifted the job dude, he was vetted by the founder himself (PFDM) and found worthy!
The BOD knows if he is worthy or not, not you or me. Lots of hush-hush going on behind closed doors we have no idea about, I remain confident.

I think my vote for Sean will depend on whether or not he achieves the 9M USD in bookings that he needs in order to receive his full bonus. Given that he said that by disclosing his KPI it demonstrated how confident management were that he will achieve it, not achieving it would be a bad look. Mentioning the KPI at the last AGM was definitely designed to pacify shareholders. With only 4 months left in the year he will need to kick some goals. I hope Sean gives us an update at the end of the year and doesn’t make us wait until the AGM. He gets my vote if he achieves his KPI.

 

[DingoBorat]

Fun Fact , Our Roadmap tells us that in the First Quarter 26 , the AKD 2.0 goes into Production with a custom designed specialised ASIC .



$$$$$$$$$$$$$

View attachment 90302
View attachment 90303

Knowing the above , my guess when Tony Lewis said on LinkedIn that something is coming ,

View attachment 90304


Tony was expecting the Engineering Samples .

View attachment 90305



Is it not time for shareholders to get excited ?


.

"Fun Fact , Our Roadmap tells us that in the First Quarter 26 , the AKD 2.0 goes into Production with a custom designed specialised ASIC."


2026 will be our year!!

 

[equanimous]

I think my vote for Sean will depend on whether or not he achieves the 9M USD in bookings that he needs in order to receive his full bonus. Given that he said that by disclosing his KPI it demonstrated how confident management were that he will achieve it, not achieving it would be a bad look. Mentioning the KPI at the last AGM was definitely designed to pacify shareholders. With only 4 months left in the year he will need to kick some goals. I hope Sean gives us an update at the end of the year and doesn’t make us wait until the AGM. He gets my vote if he achieves his KPI.

I think at the next AGM there every shareholder present will have their own personal CAMCORDER so we won't have to ask them in future for the AGM recording.

 

[FJ-215]

I think my vote for Sean will depend on whether or not he achieves the 9M USD in bookings that he needs in order to receive his full bonus. Given that he said that by disclosing his KPI it demonstrated how confident management were that he will achieve it, not achieving it would be a bad look. Mentioning the KPI at the last AGM was definitely designed to pacify shareholders. With only 4 months left in the year he will need to kick some goals. I hope Sean gives us an update at the end of the year and doesn’t make us wait until the AGM. He gets my vote if he achieves his KPI.

Or was that Antonio throwing Sean under a soon to be oncoming bus.

"Hey, we have tied Sean's renumeration to this target (only disclosed to shareholders)"

My question: If Sean's out performance target is $9M.........(150%)

What is the Board's acceptable, baseline number???

(Maths not my strong point, asking for others )

 

[MDhere]

Or was that Antonio throwing Sean under a soon to be oncoming bus.

"Hey, we have tied Sean's renumeration to this target (only disclosed to shareholders)"

My question: If Sean's out performance target is $9M.........(150%)

What is the Board's acceptable, baseline number???

(Maths not my strong point, asking for others )

I dare say that is the baseline. I recall that was the minimum. I don't have any doubt that Sean will reach this target and more, after all he has been at the helm of this for some time now and has said watch the financials more times than the numbers of years I've been alive! (well maybe exaggerating but alot of times) Watch the financials!

 

[smoothsailing18]

Have NOT been working with BrainChip?!!!

Post the link, please.

Have NOT been working with BrainChip?!!!

Post the link, please.

 

[Pom down under]

Have NOT been working with BrainChip?!!!

Post the link, please.

Brainchip started working with nanose way before 2021 so kind makes sense that they not been working with brainchip for a couple years with the main patent still pending I’m guessing we won’t here again until its granted and in a product which could be still years away and that’s if we are lucky to hear anything again.

BrainChip Inc. and NaNose Medical Successfully Detect COVID-19 in Exhaled Breath with Fast High-Accuracy Results

BrainChip Inc. and NaNose Medical Successfully Detect COVID-19 in Exhaled Breath with Fast High-Accuracy Results

brainchip.com

US20230152319A1 - Device and method for rapid detection of viruses - Google Patents

The invention proposes an approach utilizing novel and artificially intelligent hybrid sensor arrays with multiplexed detection capabilities for disease-specific biomarkers from the exhaled breath of a subject. The technology provides a rapid and highly accurate diagnosis in various COVID-19...

patents.google.com

 

[Pom down under]

Don’t think it’s been posted before

BrainChip | AI Hub | DeGirum Docs

This page features models for BrainChip devices currently available on the DeGirum AI Hub model zoo.

docs.degirum.com

 

[smoothsailing18]

The comment may well be their way of keeping brn a secret, who knows .

 

[Rskiff]

With Nanose, could it be that they aren't that well advanced as a company to have progressed into a meaningful product as evidenced them not being able to catch the Covid wave. We all saw that at the time and the questions were asked "why were we missing the opportunity?" Well it could've been Nanose wasn't up to it. thoughts?

 

[Pom down under]

With Nanose, could it be that they aren't that well advanced as a company to have progressed into a meaningful product as evidenced them not being able to catch the Covid wave. We all saw that at the time and the questions were asked "why were we missing the opportunity?" Well it could've been Nanose wasn't up to it. thoughts?

They are still running various clinical trials so I guess they ain’t missed an opportunity (even so it might not be covid clinical trials) and I guess they are just making sure the technology they have developed and testing ticks all the boxes for final approvals before production and can take up to 10 years depending on the type of trials

The clinical trial phases guide | Phase 1, 2, 3, & 4

Australian clinical trials for new medical interventions pass through a number of phases, from early safety tests to post-approval studies.

clinicaltrialshub.htq.org.au

 

[TECH]

"Space Wire@ is one of the comms interfaces for FG's GR801 block diagram.

From Wiki:
"SpaceWire is a spacecraft communication network based in part on the IEEE 1355 standard of communications. It is coordinated by the European Space Agency (ESA) in collaboration with international space agencies including NASA, JAXA, and RKA.

So the GR801 will be able to talk to NASA and others.

"Houston, we have a problem"

"What are you referring to AKIDA"?

Slight pause in transmission......

"Without hurting your feelings Earthlings, all this back-and-forth chatter is doing my Brain in"!

"Just let me get on with this mission, your questions are all so yesterday"

"Over and out"

NASA overhears some mumblings......

"Gee those Earthlings are thick, if only Peter and Anil (my parents) were running things"

Tech and his weird humor

 

[Guzzi62]

It's not based on one photo It's based on more than one misleading statement.

Sean told us revenue would be lumpy and to watch the financials, and so far we've barely seen any revenue let alone a lump or two.....

Sean has been anything but straight with shareholders, you cannot deny that.

We can do better AND DESERVE BETTER imo.

Pvdm and others have also given misleading statements about progress in the past (explosion of sales comes to mind) im sure unintentionally and i bare no ill towards pvdm or his brilliance and efforts.

But as a shareholder, i don't think it's unreasonable to be kept up to date with such events, is it?

Just at the last agm we have seen Antonio (another that i will personally not be voting for), say that he has been responsible for holding back anns in the past and being too conservative regarding non price sensitive announcements, he said he would change his tact and yet we have had progress worth mentioning as non price sensitive since then and............silence (on the asx)

This engagement (NaNose) was initially announced on the asx if i am not mistaken, so isn't it reasonable to want the negative change to be communicated?

I have been invested in BRN for near on 6 years now and have seen many big statements go by the way side in that time. Sean so far imo has not delivered on his past words and i am not happy with his communication to shareholders or the market and first chance i get i will vote accordingly.

Don't get me wrong i have nothing but confidence the company has lots going on and have every confidence that Brainchip will deliver eventually.

But Sean needs to be held accountable, and to say that i am dissapointed with the companies transparency to date is an understatement to say the least.

The BOD/CEO's in companies are always hiding the dirty laundry if they can.

They normally don't talk about the contracts they lost, but like to talk about the ones they won.

This has taken much longer than anyone thought it would and Sean will have a problem (a big one) if he hasn't secured orders for 9 mill as he said he expects, as Slade posted about. I can agree to that, but as I said, I remain confident that something big will happen before the next AGM.
If he can't manage that, I will likely have to change my mind about him as well, sorry I was not clear in my earlier post.

Talking about BOD's:
A Danish company Bavarian Nordic just told its shareholders that they want to sell the company to a consortium, and they advise shareholders to take the offer.
The private shareholders are furious because the selling price is way too low in their option, but the BOD will be handsomely rewarded if the sale goes though. First the BOD said 90% of the votes will secure the sell, but they later changed that to 75% making the small shareholders even more angry.
That clearly shows that BOD's are only working for shareholders to a certain degree, they own greed will often come first in the end of the day.
The founder of the company is also very shaken and calls the BOD incompetent and stupid, almost give the company away for peanuts.
I hope they manage to stop the sale, I will follow this drama as it unfold.

The reason I post this: it clearly shows that us small holders are in the mercy of the big players 99% of the time, and BOD mostly do what's best for them and not shareholders. That being said, most of the time those 2 things align, it's best for everyone if BRN secure a lot of IPs, the SP will rocket, Sean will have his day in the sun and all lived happily afterwards.
It is his first position as a CEO, and I am pretty sure, he will do his best to be successful. If he isn't and gets kicked out, he will not get another position as a CEO again but a sales person in a small company maybe? And he knows that.

https://www.reuters.com/business/healthcare-pharmaceuticals/nordic-capital-permira-make-3-billion-offer-vaccine-maker-bavarian-nordic-2025-07-28/

Asger Aamund rystet over Bavarian-bestyrelse: »De har dummet sig helt utroligt«

Bestyrelsen i Bavarian Nordic er uvidende og har dummet sig »helt utroligt«, lyder det fra Asger Aamund, der stiftede selskabet for 33 år siden. Det sker efter mandagens 19 milliarder kroner store købsbud på selskabet – et bud, som Aamund mener er så lavt, at det er i spøg og skæmt-afdelingen.

www.berlingske.dk

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