BRN Discussion Ongoing

HopalongPetrovski · Jan 11, 2023

Hang in there Compadres.
We've been through worse than this and we'll all sleep in comfy beds tonight with full belly's and no-one actually shooting at us.
Tomorrows another day on the markets and at some point it will be in the interest of the interests in charge to have our share price going up.
None of us can make this market do what we want.
We are just along for the ride.

wilzy123 · Jan 11, 2023

robsmark said:
I’m sick of hearing my own voice at this stage, and can see I’m ruffling feathers so I think I need to stop posting for a while.

I’ll be the first to congratulate the team if something positive is announced.

Cheers,
Mark

Our time will come mate. Look after yourself.

Sam · Jan 11, 2023

Bravo said:
OK then.

View attachment 26742

PS: You'll be happy to know that I think I may have broken it, so now no-one can use it, which is a bit embarrassing for me when I was trying to tee up an appointment between Rob Telson and OpenAI and Microsoft.

@Bravo, I typed the word qwerty in to it and it flipped out

weird coding files came up along with the type of phone I was using and the screen size of my phone

…… pretty sure I have just been hacked

🫠

Seenitallnow · Jan 11, 2023

Hi Chippers, in the context of the confirmation that a new chip(Akida2000) will be taped-out this year and FF’s highlighting that the known new features will include LSTM(long short term memory) and transistors please access the article mentioned in this tweet by Edge Impulse last night. It highlights the direction neural networks are going to include both LSTM and transistors which increase speed and efficiency compared to existing CNN’s. The article is written by an employee of Synopsis but I’ve taken as a good example of how we remain a step ahead of the competition.

ndefries · Jan 11, 2023

robsmark said:
I see the potential here otherwise I’d have sold, but many (tech) companies have done very well despite poor global economics.

I’m just saying I and other expected more, and if we don’t want to crash and burn, we need to start seeing some revenue. We aren’t government funded R&D, we’re a publicly funded company and the expectation at this stage is commercial interest, revenue, and a ROI.

This is they the SP is dropping and this is why shorts are raising.

Show me some contracts!

- The last comms from the CEO is that by the end of 2022 revenues will start to outpace the increase in costs. This had to be stated based on a view of activity in the pipeline early 22.
- PVDM was pretty excited when he said explosive growth from the end of 2022
- It feels pretty clear to me that the whole fleet of Mercedes is going to be paying royalites to BRN
- the communications yesterday is reconfirming that there is going to be major announcements on the enhancement of the IP
- Chat GPT popularity is a good indication of the need for Akida to support transformers and natural language processing and the significant market opportunity available here.

unfortunately this has been a bumpy "lumpy" ride but no one can deny that giant pieces of puzzle are getting put in place. Universities, ARM, Intel, SiFive, SocioNext having a released product, Nviso, Prophessee.

There must be so much information the CEO would want to share if we were a private company.

In June last year knowing what he knew he said the SP should be many multiples of where it is now. I am happy to give the company time. It would probable be better like a house not to see the daily movements of the value of our investments but like magic you look back one day and the value has grown many multiples of where it was.

I have 7 figures of BRN shares so I am committed and have felt the ride significantly but i am so encouraged by the progress so keep up the great work BRN and rewards will come.

alwaysgreen · Jan 11, 2023

robsmark said:
I see the potential here otherwise I’d have sold, but many (tech) companies have done very well despite poor global economics.

I’m just saying I and other expected more, and if we don’t want to crash and burn, we need to start seeing some revenue. We aren’t government funded R&D, we’re a publicly funded company and the expectation at this stage is commercial interest, revenue, and a ROI.

This is they the SP is dropping and this is why shorts are raising.

Show me some contracts!

I somewhat agree with you mate. The partnerships the Brainchip made should yield revenue but how long will it take? In the recent interview they mentioned that Renasas will have a product out by the end of the year.

Yes there has been a war and unfavourable economic conditions, but people are still buying mobile phones, watches, speakers etc that are all considered edge devices.

The below slide is from BRN themselves which was put out in an official ASX announcement. The company forecast that the edge device market would be worth $50 billion this year. Let's go off the half of 1% figure that gets thrown out on here. Our revenue for this year would be $250 million. Unless we see an explosion of sales, we are going to fall well short of this figure.

We are well and truly at the mercy of shorters until we start producing consistent and meaningful revenue in my opinion.

David holland · Jan 11, 2023

robsmark said:
I’m sick of hearing my own voice at this stage, and can see I’m ruffling feathers so I think I need to stop posting for a while.

I’ll be the first to congratulate the team if something positive is announced.

Cheers,
Mark

I agree all this secretcy is either going to be big or a fizzle, I emailed Tony wishing him a merry Xmas and new year ,
I congratulated the team and was looking forward to a big year, his response was hopefully 2023 will see some exciting developments and and some big steps for all of us, WOW hardly exciting

Foxdog · Jan 11, 2023

BaconLover said:
Always tricky especially in this market. Every company is firing staff and cutting costs.
Won't be easy to get the dotted line signed so quick.

On contrary, BRN is hiring staff.
We have until May to see the performance and then can ask questions to Sean directly at the AGM. Pretty sure they'll be expecting it too.

Just so long as the hiring of sales staff isn't a 'Hail Mary' from the company because the current staff have failed to get results.

Rise from the ashes · Jan 11, 2023

robsmark said:
I’m sick of hearing my own voice at this stage, and can see I’m ruffling feathers so I think I need to stop posting for a while.

I’ll be the first to congratulate the team if something positive is announced.

Cheers,
Mark

My DM is always open mate feel free to unload there if it helps.
That goes for anyone here also.

Foxdog · Jan 11, 2023

robsmark said:
I see the potential here otherwise I’d have sold, but many (tech) companies have done very well despite poor global economics.

I’m just saying I and other expected more, and if we don’t want to crash and burn, we need to start seeing some revenue. We aren’t government funded R&D, we’re a publicly funded company and the expectation at this stage is commercial interest, revenue, and a ROI.

This is they the SP is dropping and this is why shorts are raising.

Show me some contracts!

You're not alone here mate - we need to see contracts and revenue. No money, no company...simple. Revenue needs to cover expenses, including new hires, and soon.

Slymeat · Jan 11, 2023

Seenitallnow said:
Hi Chippers, in the context of the confirmation that a new chip(Akida2000) will be taped-out this year and FF’s highlighting that the known new features will include LSTM(long short term memory) and transistors please access the article mentioned in this tweet by Edge Impulse last night. It highlights the direction neural networks are going to include both LSTM and transistors which increase speed and efficiency compared to existing CNN’s. The article is written by an employee of Synopsis but I’ve taken as a good example of how we remain a step ahead of the competition. View attachment 26751

I also thought this tweet looked promising when I first saw it, but in the referenced article they state that transformers are superior to LSTM. And they go on to give an example of visual processing where the parallel processing of distant pixels, gives transformers another advantage.

I did not see that article as supporting BrainChip’s LSTM aspirations.

From the referenced article:
”Unlike RNNs and LSTMs that must read a string of text sequentially, transformers are significantly more parallelizable and can read in a complete sequence of words at once, allowing them to better learn contextual relationships between words in a text string.”

and

Teach22 · Jan 11, 2023

robsmark said:
I’m sick of hearing my own voice at this stage, and can see I’m ruffling feathers so I think I need to stop posting for a while.

I’ll be the first to congratulate the team if something positive is announced.

Cheers,
Mark

When the asx rises almost 1% and your stock closes on its low for the day (in the red), not to mention that it has dropped almost 20% in a week, I don’t think it’s unreasonable to be a bit concerned.

Re: CEOs performance
Let’s not forget what he said in the last quarterly:
“In the coming quarter, the Company will focus on key sales targets and converting technical evaluations into paid licenses.”

Am hopeful that a paid license or two is imminent otherwise his performance does need to be questioned.

Just my opinion.

JB49 · Jan 11, 2023

Apologies if already shared. Note the case study on page 6.

https://www.accenture.com/_acnmedia/PDF-145/Accenture-Neuromorphic-Computing-POV.pdf

Rise from the ashes · Jan 11, 2023

JB49 said:
Apologies if already shared. Note the case study on page 6.

https://www.accenture.com/_acnmedia/PDF-145/Accenture-Neuromorphic-Computing-POV.pdf

Sam · Jan 11, 2023

Apologies if posted already

4 Bits Are Enough

Revolutionize data processing with BrainChip's 4-bit neural computing for cutting-edge AI hardware and software.

brainchip.com

Seenitallnow · Jan 11, 2023

Slymeat said:
I also thought this tweet looked promising when I first saw it, but in the referenced article they state that transformers are superior to LSTM. And they go on to give an example of visual processing where the parallel processing of distant pixels, gives transformers another advantage.

I did not see that article as supporting BrainChip’s LSTM aspirations.

From the referenced article:
”Unlike RNNs and LSTMs that must read a string of text sequentially, transformers are significantly more parallelizable and can read in a complete sequence of words at once, allowing them to better learn contextual relationships between words in a text string.”

and

View attachment 26753

Hi Sly,

I bow to your greater technical understanding of the article but I thought transformers were a feature of Akida2000 as well.

Hopefully someone can clarify??

GLTAH

Diogenese · Jan 11, 2023

Seenitallnow said:
Hi Chippers, in the context of the confirmation that a new chip(Akida2000) will be taped-out this year and FF’s highlighting that the known new features will include LSTM(long short term memory) and transistors please access the article mentioned in this tweet by Edge Impulse last night. It highlights the direction neural networks are going to include both LSTM and transistors which increase speed and efficiency compared to existing CNN’s. The article is written by an employee of Synopsis but I’ve taken as a good example of how we remain a step ahead of the competition. View attachment 26751

Are you sure @Fact Finder is not ChatGPT?

After all where else would find such encyclopedic recall and analysis?

alwaysgreen · Jan 11, 2023

JB49 said:
Apologies if already shared. Note the case study on page 6.

https://www.accenture.com/_acnmedia/PDF-145/Accenture-Neuromorphic-Computing-POV.pdf

Great find mate.

wilzy123 · Jan 11, 2023

JB49 said:
Apologies if already shared. Note the case study on page 6.

https://www.accenture.com/_acnmedia/PDF-145/Accenture-Neuromorphic-Computing-POV.pdf

Nice. Good doc.

Diogenese · Jan 11, 2023

Foxdog said:
Just so long as the hiring of sales staff isn't a 'Hail Mary' from the company because the current staff have failed to get results.

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