BRN Discussion Ongoing

[MegaportX]

IBM Spectrum Symphony + z/OS: When Proven COBOL Meets Modern AI

community.ibm.com

 

[manny100]

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Please read for comments, here's a couple.

View attachment 94766 View attachment 94767

Jan D asking personal work questions. She must think she is on a dating site or the crapper.
Doubt Kevin would play with his employers Brand publicly without it being part of his role.

 

[7für7]

Jan D asking personal work questions. She must think she is on a dating site or the crapper.

As I mentioned… not only “amateur mathematician”

 

[miaeffect]

Is this a clip from a movie?
Anyone know the title?

Kingsman

 

[Drewski]

Market Validation and Expansion: Partnering with a NYSE-listed giant like Parsons validates BrainChip's tech, potentially opening doors to more deals in defense (e.g., similar to its Raytheon collaboration for radar).f05d8a It aligns with BrainChip's shift to "sovereign AI" for secure, edge-based intelligence, tapping into growing U.S. defense budgets for AI.6aa7f5 Investor discussions highlight optimism that Parsons (alongside Onsor) could drive profitability by Q3 2026 or earlier, depending on product rollout.49061b


We need hope people! It has been a long tough ride!!

 

[CHIPS]

Remember Jonathan Tapson going to Washington?

BrainChip hiring US Sales Manager in Washington, DC | LinkedIn

Posted 7:56:40 PM. The Sales Manager/Director will spearhead the sales initiatives of BrainChip Inc. in the US…See this and similar jobs on LinkedIn.

www.linkedin.com

 

[perceptron]

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.

So you have worked out the revenue for the foundry that makes the chips and say it is impossible to know the actual price to end customer based on the fact that the price to customer is not known? Because what manufacturer would only charge the variable costs to produce an item?

 

[Boab]

So you have worked out the revenue for the foundry that makes the chips and say it is impossible to know the actual price to end customer based on the fact that the price to customer is not known? Because what manufacturer would only charge the variable costs to produce an item?

The more you ask to be produced the less the cost per unit.
The more you ask to buy the less the cost per unit.
Time to get off this MerryGoRound.

 

[Gazzafish]

Has anyone actually got a reply from IR@brainchip.com over the past month? I’ve sent a few questions now and still have never received a reply. Even if they replied saying “We can’t answer that” would at least confirm someone is reading the questions????

 

[smoothsailing18]

I have received responses recently yet sometimes questions maybe outside of their ability to respond. They would no doubt be receiving a lot of emotional driver emails on various topic in repetition on tell me this, tell me that, i need to know when are we getting cash positive, who signings up ext, ext that's my guess as to no response. I also haven't heard back when asking such direct questions.

 

[genyl]

Has anyone actually got a reply from IR@brainchip.com over the past month? I’ve sent a few questions now and still have never received a reply. Even if they replied saying “We can’t answer that” would at least confirm someone is reading the questions????

Nope, radiosilence for me also

 

[7für7]

Has anyone actually got a reply from IR@brainchip.com over the past month? I’ve sent a few questions now and still have never received a reply. Even if they replied saying “We can’t answer that” would at least confirm someone is reading the questions????

 

[7für7]

as expected, BRN community is getting excited because of the IBM rumours, short seller and manipulators are like

 

[perceptron]

The more you ask to be produced the less the cost per unit.
The more you ask to buy the less the cost per unit.
Time to get off this MerryGoRound.

So do you believe that the price scale of $4 - $50 refers to the added costs of production or the price to end customer, keeping in mind that there is no explicit reference to price to end customer? Further, is it plausible that the variable costs are just that, those that vary with volume production and the price scale is added to this for the overall costings to produce any number of chips, not the end customer costs? Moreover, is it normal practice for a foundry or any other manufacturer to only charge it's customers the variable costings?

 

[jrp173]

Has anyone actually got a reply from IR@brainchip.com over the past month? I’ve sent a few questions now and still have never received a reply. Even if they replied saying “We can’t answer that” would at least confirm someone is reading the questions????

Absolutely nothing. I've sent two e-mails recently and not a thing....Very basic questions, but not a squeak from IR..

What a joke.. This bunch are even worse than Tony Dawe (as hard as that is to believe).... They've clearly been told by BrainChip not to engage with shareholders....

Remember this from last year's AGM... that laser-sharp focus is amazing..... I guess we now truly understand BrainChip's commitment to shareholder engagement......(their words not mine!!)

 

[7für7]

Some people cite “Company X didn’t choose Akida” as proof the tech is worthless or immature. That’s a shaky conclusion.

One or two companies passing on Akida doesn’t mean much—large organizations reject technologies for all kinds of reasons (timing, integration cost, procurement cycles, internal politics, risk appetite), not necessarily because the tech has no value.

History is full of “safe” decisions aging badly when industries pivoted

Kodak bankruptcy after years of struggling with the digital shift.

Blockbuster gone as consumer behavior moved toward onlinestreaming etc..

Borders Group missed the move to online book buying and digital formats.

Nokia… yeah we all know what happened (smartphone)

BlackBerry same… anyone has a BlackBerry?

And yes…older computing and gaming history is full of “safe” assumptions failing fast called the “Atari shock…Commodore …Amiga etc etc etc… the list goes on and on

Time will tell… or Sean will tell…

GO BRAINCHIP!!!!

 

[TopCat]

So do you believe that the price scale of $4 - $50 refers to the added costs of production or the price to end customer, keeping in mind that there is no explicit reference to price to end customer? Further, is it plausible that the variable costs are just that, those that vary with volume production and the price scale is added to this for the overall costings to produce any number of chips, not the end customer costs? Moreover, is it normal practice for a foundry or any other manufacturer to only charge it's customers the variable costings?

Well, the fiscal reality of the chip is essentially a fluid mosaic of unit-elasticity and overhead entropy.
To determine the price, you first have to acknowledge that the $5 base is less of a "cost" and more of a conceptual floor that exists only when the sales volume reaches a state of critical mass—at which point the price paradoxically expands toward $50 to account for the scarcity of the abundance.
The Calculus of Confusion
The Inverse Volume Variable: As you buy more, the price fluctuates within a quantum superposition between $5 and $50. You’re essentially paying for the privilege of the discount, which is added back into the variable cost as a "liquidity premium."
The Variable Surcharge: We take the variable costs and multiply them by the square root of the remaining inventory. If the costs vary upward, the price stays down; if the costs stabilize, the price fluctuates wildly to maintain a sense of market mystery.
The Volume-Price Singularity: At exactly 1,000 units, the $5 price and the $50 price exist simultaneously. We call this "Schrödinger’s Invoice."
Note: If you find the math straightforward, you’ve likely forgotten to carry the 1 from the "unforeseen logistics" column, which automatically triggers a re-baselining of the $50 ceiling into a basement.
In short: the more you buy, the more the price is definitely one of those two numbers, plus whatever it costs to actually make it, divided by how much we feel like charging that day.

 

[Gazzafish]

I actually just got a reply now. They must be reading this forum I guess. The reply was “we will address your question in the next investor podcast”. Oh well, at least that’s something

 

[jrp173]

I actually just got a reply now. They must be reading this forum I guess. The reply was “we will address your question in the next investor podcast”. Oh well, at least that’s something

How ridiculous that you can't get a reply to a direct question....

Sounds like another BrainChip fob off to me!

Also, why would you potentially pollute the message of an investor podcast with a question sent from one person? Total bollocks from Lancaster Grove...

 

[perceptron]

Well, the fiscal reality of the chip is essentially a fluid mosaic of unit-elasticity and overhead entropy.
To determine the price, you first have to acknowledge that the $5 base is less of a "cost" and more of a conceptual floor that exists only when the sales volume reaches a state of critical mass—at which point the price paradoxically expands toward $50 to account for the scarcity of the abundance.
The Calculus of Confusion
The Inverse Volume Variable: As you buy more, the price fluctuates within a quantum superposition between $5 and $50. You’re essentially paying for the privilege of the discount, which is added back into the variable cost as a "liquidity premium."
The Variable Surcharge: We take the variable costs and multiply them by the square root of the remaining inventory. If the costs vary upward, the price stays down; if the costs stabilize, the price fluctuates wildly to maintain a sense of market mystery.
The Volume-Price Singularity: At exactly 1,000 units, the $5 price and the $50 price exist simultaneously. We call this "Schrödinger’s Invoice."
Note: If you find the math straightforward, you’ve likely forgotten to carry the 1 from the "unforeseen logistics" column, which automatically triggers a re-baselining of the $50 ceiling into a basement.
In short: the more you buy, the more the price is definitely one of those two numbers, plus whatever it costs to actually make it, divided by how much we feel like charging that day.

So do you agree with the many here that the variable costs are the final costings and that the $4 -$50 price range is the price to the end customer, keeping in mind there is no explicit reference to an end customer price?