BRN Discussion Ongoing

[TheDon]

Dear Sean,

I hope you can read this. I love what you're doing, man. This quarterly report, in my opinion, is very positive. Unfortunately, a lot of shareholders don't think it is. To me, small orders of chips, as long as they continually build up to bigger orders, will flood the market in no time. I just have one request for you, Sean: can you please get a haircut? I have a feeling that customers don't take you seriously because of your long hair. I think you'd look good with short hair, man, try it

Regards,
TheDon

 

[Pom down under]

 

[Pom down under]

There are many people who believe Sean has to go, and that opinion should be acknowledged. But what I keep asking myself is whether those people have actually thought through what comes next. Do they really think the next CEO will start shaking contracts out of thin air from day one?

Do they also believe that capable CEOs for a company working with such a specialized and new technology are growing on trees? In this segment, there may be a handful of people worldwide who could realistically move the needle — and those individuals are in high demand. The cost to attract and retain them is high.

It’s also not like these people are lining up and knocking on our door. Most of them already have experience in profitable corporations. Or are we seriously suggesting hiring someone who just finished their computer science degree?

This isn’t like replacing a bakery clerk.

On top of that, a newly negotiated CEO contract would likely not satisfy the same people who are now calling for Sean’s removal — especially if the new CEO cannot show tangible results within two weeks.

In my opinion, replacing the CEO would set the company back 1–2 years. Internally, the gears would slow down or stop. Nobody knows what that would mean for ongoing development and the roadmap.
These are all factors that should be considered.

Personally, I believe Sean and the whole team are doing a lot behind the scenes, and the pressure on them (especially to Sean) is extremely high. Our own naivety and misjudgment of the market should not be reframed as a CEO failure. Our expectations were wrong — and perhaps still are.

Just my opinion.
Good luck to everyone.
I’m staying in. Holding strong.

All or nothing

288 days till his 5th Anniversay makes it sound so much longer than 10 months

 

[SharesForBrekky]

On the IBM blog page:

Building Event-Driven HPC/AI Infrastructure with IBM Spectrum Symphony

community.ibm.com

A bit about IBM Spectrum Symphony and who uses it:

IBM Spectrum Symphony commands 0.01% market share in Cloud Management

enlyft industry research shows that IBM Spectrum Symphony has a market share of about 0.01% compared to leading competitors OVHcloud, VMware vSphere and Datadog.

enlyft.com

I'm thinking these companies could be taking notice and keeping a close eye on what Kev has been cooking up.

 

[SharesForBrekky]

For a company that is not doing much, according to the naysayers.
We sure are busy on the hiring front.
Very positive signs.

• 
  
  
  Technical Project Manager Contractor Technical Project Manager Contractor with verification
  
  BrainChip
  
  • Laguna Hills, CA (Hybrid)
  • $40/hr - $80/hr
  
  
  
  Company review time is typically 1 week
  
  • Viewed
  • Easy Apply
  
  
  
  
• 
  
  
  Head of Software – AI Toolchain & Developer Experience Head of Software – AI Toolchain & Developer Experience with verification
  
  BrainChip
  
  • Laguna Hills, CA (Hybrid)
  • $225K/yr - $275K/yr + Bonus, Stock · 4 benefits
  
  
  
  Actively reviewing applicants
  
  • Viewed
  • Easy Apply
  
  
  
  
• 
  
  
  US Sales Manager US Sales Manager with verification
  
  BrainChip
  
  • Washington, DC (Remote)
  • $100K/yr - $180K/yr + Stock, Commission · 4 benefits
  
  
  
  Company review time is typically 1 week
  
  • 2 days ago
  • Easy Apply
  
  
  
  
• 
  
  
  Senior Solutions Architect Senior Solutions Architect with verification
  
  BrainChip
  
  • Laguna Hills, CA (Hybrid)
  • $100K/yr - $160K/yr + Stock, Commission · 5 benefits
  
  
  
  Actively reviewing applicants
  
  • 1 week ago
  • Easy Apply
  
  
  
  
• 
  
  
  Field Application Engineer Field Application Engineer with verification
  
  BrainChip
  
  • Greater Boston (Remote)
  • $100K/yr - $160K/yr + Bonus, Stock
  
  
  
  Actively reviewing applicants
  
  • 2 weeks ago
  • Easy Apply
  
  
  
  
• 
  
  
  Senior Machine Learning Engineer Senior Machine Learning Engineer with verification
  
  BrainChip
  
  • Hyderabad, Telangana, India (On-site)
  
  
  
  Actively reviewing applicants
  
  • 3 days ago
  • Easy Apply
  
  
  
  
• 
  
  
  Digital Design Engineer (MPU) Digital Design Engineer (MPU) with verification
  
  BrainChip
  
  • Laguna Hills, CA (Hybrid)
  • $100K/yr - $160K/yr · 5 benefits
  
  
  
  Actively reviewing applicants
  
  • 1 week ago
  • Easy Apply
  
  
  
  
• 
  
  
  Senior Software Architect Senior Software Architect with verification
  
  BrainChip
  
  • Laguna Hills, CA (Hybrid)
  • $100K/yr - $225K/yr + Bonus, Stock · 4 benefits
  
  
  
  Actively reviewing applicants
  
  • Viewed
  • Easy Apply
  
  
  
  
• 
  
  
  Digital Design Engineer (FPGA) Digital Design Engineer (FPGA) with verification
  
  BrainChip
  
  • Laguna Hills, CA (Hybrid)
  • $100K/yr - $160K/yr · 5 benefits
  
  
  
  Actively reviewing applicants
  
  • 1 week ago
  • Easy Apply

This is interesting with the role of the field application engineer - "This role will be responsible for post-sales evaluations, system design and integrations, and customer troubleshooting."

They're hiring someone at the moment who is specifically involved in post-sales evaluation, interesting.

 

[7für7]

Huummm… just wondering if there’s a reason why no comment section…

 

[Pom down under]

Huummm… just wondering if there’s a reason why no comment section…

 

[perceptron]

So we now have confirmed orders from Parsons and Nex Novus totaling 11,200 chips.

Based on the previous announcement below, Akida 1500 pricing ranges from roughly $4 to $50 per chip, depending on volume.

What do people consider a “small” versus “large” volume order in this context, and where do you think a 10,00 unit order (Parsons) and a 1,200 unit order (Nex Novus) realistically sit on that pricing spectrum?



View attachment 94629

So to clarify again, are you asking what the total price to produce the chips (to fulfill the two orders 11,200) is?

 

[Rach2512]

#ai_infrastructure_market #hardware #software #networkingsystems #by_type #onpremise #cloudbased #hybriddeployments #by_product #aiaccelerators #edgeintelligence #energyefficientcomputing… | Naomi Tanaka

🤖🚀How Are Servers, Storage, and Network Equipment Powering Next-Gen AI Infrastructure? To Request Sample Report : https://lnkd.in/dnKMV4hH (Use Corporate mail ID for Quick Reply) #AI_Infrastructure_Market forms the backbone of artificial intelligence adoption, enabling organizations to build...

www.linkedin.com

???

 

[7für7]

#ai_infrastructure_market #hardware #software #networkingsystems #by_type #onpremise #cloudbased #hybriddeployments #by_product #aiaccelerators #edgeintelligence #energyefficientcomputing… | Naomi Tanaka

🤖🚀How Are Servers, Storage, and Network Equipment Powering Next-Gen AI Infrastructure? To Request Sample Report : https://lnkd.in/dnKMV4hH (Use Corporate mail ID for Quick Reply) #AI_Infrastructure_Market forms the backbone of artificial intelligence adoption, enabling organizations to build...

www.linkedin.com

???

View attachment 94727

Nice…
At least they’ve stopped with the spelling mistakes… now, over the weekend, they’re basically forcing a new logo on us overnight — or, once again, it’s the classic mix-up.

 

[IloveLamp]

Edge AI, Built Like A Brain - with Sean Hehir, CEO of BrainChip | Ed Doran Ph.D.

Our global community represents some of the most exciting academic minds, leading companies, and investment thought leaders to advance the science and technology of edge #AI. Check out this week's example Sean Hehir discussing #neuromorphic computing.... EDGE AI FOUNDATION BrainChip Pete...

www.linkedin.com

 

[7für7]

Wildfire detection from space, from a German company

OroraTech: Technology

Discover how OroraTech’s advanced satellite network, sensors, and AI work together to capture thermal data, detect emerging fire risks, and deliver instant alerts – empowering faster, smarter decisions.

ororatech.com

 

[Bravo]

So to clarify again, are you asking what the total price to produce the chips (to fulfill the two orders 11,200) is?

So to clarify one last time, I am not asking what it costs BrainChip to manufacture the chips, nor am I asking for a margin analysis.

I am pointing out that we cannot determine the revenue from these orders because the announcement states customers will be charged anywhere between $4 and $50 per chip, depending on volume.

What the announcement does not disclose however, is where on that sliding scale these orders actually sit.

Specifically, 1) what volume qualifies as a high volume order 2) at what quantity does pricing move from $50 to $10 to $4? 3) where does an order of 10,000 units or 1,200 units fall on that curve?

Without that information, revenue could be materially different under perfectly reasonable interpretations.

To illustrate by way of demonstration only:

• If BrainChip considers anything above 5,000 units to be a volume order, then 11,200 units could be priced at $4, generating roughly $45k in revenue.
• If instead “volume” means anything exceeding 50,000 units, then the same 11,200 units could be priced far higher — say $20–$30 per chip, resulting in $224k–$336k of revenue.

My point is that until the company clarifies how the volume pricing tiers actually work, any attempt to calculate revenue from these orders is pure guesswork.

 

[Bravo]

This might be something worth keeping an eye on.

If Parsons is building real-time sensing systems for transport infrastructure, that’s at least directionally compatible with why someone might use low-power edge inference hardware for edge processing, realtime classification of events, etc.

If Akida proves itself in demanding defence environments, IMO it’s not hard to see how the same architecture could expand into adjacent Parsons domains over time.

Time will tell.

Parsons Advances Smart Transport Role With New Road Data And FAA Wins​

January 30, 2026

Simply Wall St
Reviewed by Bailey Pemberton
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• Parsons (NYSESN) supported a pilot project with Honda and DriveOhio to detect road deficiencies using real-time vehicle data.
• The company contributed its smart infrastructure expertise to help identify and address road maintenance needs more efficiently.
• Parsons also received a contract extension from the FAA related to national airspace system modernization.

For investors looking at NYSESN, these updates relate directly to the company’s core focus on transportation, smart infrastructure, and government contracts. The Honda and DriveOhio pilot highlights how connected vehicles can feed into digital road maintenance tools, while the FAA extension keeps Parsons involved in critical US airspace systems work.
Together, these items indicate where Parsons is currently active across ground and air transport projects, and how its capabilities are being used by major public sector customers and global corporates. Investors tracking the stock may want to monitor how any future contracts, follow-on work, or similar pilots develop around these programs.

Parsons Advances Smart Transport Role With New Road Data And FAA Wins

Parsons (NYSE:PSN) supported a pilot project with Honda and DriveOhio to detect road deficiencies using real-time vehicle data. The company contributed its smart infrastructure expertise to help identify and address road maintenance needs more efficiently. Parsons also received a contract...

simplywall.st

 

[IloveLamp]

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[HopalongPetrovski]

Wildfire detection from space, from a German company

OroraTech: Technology

Discover how OroraTech’s advanced satellite network, sensors, and AI work together to capture thermal data, detect emerging fire risks, and deliver instant alerts – empowering faster, smarter decisions.

ororatech.com

Hi Fur.
Is this in anyway linked to BrainChip?

 

[7für7]

Hi Fur.
Is this in anyway linked to BrainChip?

Officially? no .. no known connection or announcement…I haven’t spotted an “Akida inside” sticker on a satellite yet

I shared it because it fits the broader topic. (Real time fire detection from space where Brainchip and nasa operates) If we demanded a direct link in every post, 95% of the posts from others here would have to be deleted.lol

 

[HopalongPetrovski]

Officially? no .. no known connection or announcement…I haven’t spotted an “Akida inside” sticker on a satellite yet

I shared it because it fits the broader topic. (Real time fire detection from space where Brainchip and nasa operates) If we demanded a direct link in every post, 95% of the posts from others here would have to be deleted.lol

Fair enough. Uiux would tear you a new one, but I see your point.

 

[Diogenese]

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View attachment 94734 View attachment 94735

Who the devil gave them permission?

 

[7für7]

Who the devil gave them permission?

I just hope he doesn’t mean it sarcastic