Baron Von Ricta
Regular
Finally, my wish came true.... an Investor Presentation. About time!
BRN Discussion Ongoing
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Some downrampers try to switch it into negative because we will provide chips.. “I thought we are a IP company “ they just don’t read the announcement because there is written very clear
“As the market matures and partners become more deeply embedded in the ecosystem, a portion of this demand is expected to transition to an Intellectual Property (IP) licensing model. This shift would enable partners to integrate BrainChip’s proven architecture directly into their own System-on-Chip (SoC) designs, allowing for greater customization and faster time-to-market for their intelligent products.”
“As the market matures and partners become more deeply embedded in the ecosystem, a portion of this demand is expected to transition to an Intellectual Property (IP) licensing model. This shift would enable partners to integrate BrainChip’s proven architecture directly into their own System-on-Chip (SoC) designs, allowing for greater customization and faster time-to-market for their intelligent products.”
Mccabe84
Regular
Not at all. The IP model is what he inherited but if customers demand chips you sell them chips. Would you rather the customers go else where for what they want
Thanks, didn't read that.
Ignore everything I said. All is safe then. We are hitting 80 cents by noon.
FJ-215
Regular
No
Sean and Antonio switched to the IP only model
Boab
I wish I could paint like Vincent
Yep, we make the chips and Sean gets his $9m bookings
Pom down under
Top 20
Anyway everything happens in 3s and a little dicky bird told me we are in for another price sensitive announcement this week.
Stable Genius
Regular
The Onsor NEXA glasses will be the first offering of their kind. I’m not aware of any competition yet.
A potential customer base of 50M people globally!
A potential customer base of 50M people globally!
Bravo
If ARM was an arm, BRN would be its biceps💪!
Back in May I floated the idea that we might be involved with Anduril’s new helmet. #99,903
This hunch came from Sean’s AGM comment about a military-focused headset doing something that I recall him describing along the lines of "never having been done before", specifically enabling rear-vision for better situational awareness.
Fast-forward to now and check the LinkedIn clip. You can see that there’s a rear-view display band across the top of the HUD (I’ve circled it in red). If I'm not mistaken, I believe this is exactly the kind of capability Sean hinted at.
I also thought the soldier’s point (see below) about battery life is pretty telling because it’s precisely the use case where ultra-low-power neuromorphic would be extra handy.
View attachment 92165
Eyes in the back of your helmet. EagleEye heightens survivability with beyond-full-cut ballistic protection and blast wave mitigation in an ultra lightweight shell. Rear and flank-view sensors… | Anduril Industries | 101 comments
Eyes in the back of your helmet. EagleEye heightens survivability with beyond-full-cut ballistic protection and blast wave mitigation in an ultra lightweight shell. Rear and flank-view sensors expand awareness without distraction. Spatial audio and RF detection add layers of protection...www.linkedin.com
The EagleEye partners publicly named by Anduril so far are Meta, Oakley Qualcomm and Gentex. But as you can see from the two extracts below "other commercials organisations are also involved" with "Luckey telling reporters the company plans to announce more partners over the next year". So if we are involved, an announcement could land within that window.
Obviously, it still speculation about any BrainChip tie-in, but the rear-vision feature aligns uncannily with what Sean told us at the AGM. If nothing else, the use cases with always-on, ultra-low-power, event-driven perception at the edge are a natural fit, so I'd say we are in with a pretty good chance IMO.
View attachment 92166
Anduril unveils AI-powered helmet and eyewear
Anduril has unveiled its new AI-powered helmet and eyewear system, EagleEye.www.defenceconnect.com.au
View attachment 92167
Anduril Unveils EagleEye AI-Powered Headsets, Building Variant For Army’s SBMC Program - Defense Daily
Anduril Industries on Monday detailed its new EagleEye family of artificial intelligence-powered augmented reality headsets, with the company building awww.defensedaily.com
And let's not forget Jonathan Tapson's comments in his Washington post in which he stated, "the US AI industry is becoming increasingly integrated with Defense and associated Departments in the US Government, and companies such as Anduril and Palantir are showing the way. BrainChip will be part of this integration."
View attachment 92170
Also noteworthy is that Palmer Luckey has said Anduril plans to market EagleEye beyond the US military, to firefighters and first responders and he expects interest from US Department of Homeland Security, including the USCoast Guard and Border Patrol.
View attachment 92163
Palmer Luckey previews Anduril’s new, AI-powered EagleEye headwear ahead of AUSA reveal
Anduril is set to deliver roughly 100 units of its new AI-powered EagleEye headwear to the Army next year.defensescoop.com
Following on from the previous post on Anduril's EagleEye headset, if you take a look back at the BrainCHip Technology Roadmap video (below) Jonathan Tapson makes the following comments.
26.28 mins
"The next step is to integrate some cameras into the headset, which will allow it to interpret the scene both in front of and behind the person. You may have seen movies where special forces operate silently and use hand signals to communicate. I mentioned to one of our associates in this area that there’s no reason not to recognise hand gestures made by someone behind you, so you can literally have eyes in the back of your head. They were actually speechless at that possibility because apparently that’s a huge problem when operating silently; you can’t say, ‘Hey, look over here,’ but you still need to be able to signal to each other. That idea was apparently just mind-blowing, and you can see how we can grow the solution from that point.”
So I was very interested to have stumbled over this Instagram pic in my research this morning.
And this...
VR super glasses “Eagleeye” for US soldiers: Meta and Anduril Industries apply according to the 22-billion dollars program
The VR super glasses
xpert.digital
BrainChip Technology Roadmap
BrainChip Technology Roadmap Chief Development Officer Dr Jonathan Tapson showcased BrainChip’s Technology Roadmap prior to its 2025 Annual General Meeting.] In the special 35-minute presentation, Tapson discusses how the company’s Akida™ technology is providing efficient AI performance...
brainchip.com
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Pom down under
Top 20
Yes how those poor shorters how must they be feeling this morning
Are you thinking what I am thinking?
Yoda
Regular
Following on from the previous post on Anduril's EagleEye headset, if you take a look back at the BrainCHip Technology Roadmap video (below) Jonathan Tapson makes the following comments.
26.28 mins
"The next step is to integrate some cameras into the headset, which will allow it to interpret the scene both in front of and behind the person. You may have seen movies where special forces operate silently and use hand signals to communicate. I mentioned to one of our associates in this area that there’s no reason not to recognise hand gestures made by someone behind you, so you can literally have eyes in the back of your head. They were actually speechless at that possibility because apparently that’s a huge problem when operating silently; you can’t say, ‘Hey, look over here,’ but you still need to be able to signal to each other. That idea was apparently just mind-blowing, and you can see how we can grow the solution from that point.”
So I was very interested to have stumbled over this Instagram pic in my research this morning.
View attachment 92216
View attachment 92214
BrainChip Technology Roadmap
BrainChip Technology Roadmap Chief Development Officer Dr Jonathan Tapson showcased BrainChip’s Technology Roadmap prior to its 2025 Annual General Meeting.] In the special 35-minute presentation, Tapson discusses how the company’s Akida™ technology is providing efficient AI performance...
I can see the headlines now "BRN ends Pantomime theatre!"
But seriously, how good does it feel to finally get a positive commercial announcement. I would feel better if the market would react positive like us… but I don’t expect much…I can see the headlines now "BRN ends Pantomime theatre!"
Unfortunately the shorter always use such an opportunity to sell any tiny rise …
Shorters have been making the market for a long time now. But with every bit of positive news, They are playing with fire!
Even now looking at the buy and sell ratio. They still have their foot on the SP's throat.
Yes sure.. but I don’t have excess to the buy-sell ratio view.. I just see the share price falling.
Maybe they just think “oh.. ok… we have time until 3Q 2026…
I was going to say CR, but hey close enoughYes how those poor shorters how must they be feeling this morning
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