Dozzaman1977
Regular
On this date 2 years ago BRN share price was hovering at 10.5 cents........
It was a great time to buy
BRN Discussion Ongoing
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On this date 2 years ago BRN share price was hovering at 10.5 cents........
It was a great time to buy
Frank Zappa
Regular
If you do leave Slade and you want to be welcome at another site , I suggest you wear a shirt that covers that rather large stomach of yours if you want any chance of acceptance.Just my opinion.Also , I would like you to stay , and it’s not because your stomach turns me on .
Makeme 2020
Regular
How 185-year-old John Deere is embracing digital transformation
Taryn Plumb@taryn_plumbAugust 1, 2022 3:10 PM
Were you unable to attend Transform 2022? Check out all of the summit sessions in our on-demand library now! Watch here.
John Deere is known for its industrial-grade agricultural, forestry and heavy equipment, as well as its consumer lawn care line.
But many probably don’t realize that it is also incorporating leading-edge capabilities including AI, computer vision, data analytics, digital twins, sensors, robots and co-bots — proving that 185-year-old manufacturing companies can go through digital transformation, too.
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Presentation: Why operationalizing data mesh is critical for operating in the cloud
In June, we reported on how John Deere is using AI to harvest data. At VentureBeat’s Transform 2022 event last week, its CIO Ganesh Jayaram reiterated this and highlighted the other innovative efforts the company is embracing to propel it forward.
“You can think of that as ‘Industry 4.0,’” John Deere CIO, Ganesh Jayaram, said in a livestream keynote during last week’s Transform 2022.
Manufacturing at the edge
John Deere’s tech strategy is built around two tenets, explained Jayaram: the public cloud and the edge.“There’s a need for both,” he said — it’s just a matter of defining what types of workloads take place where.
The edge is best for applications with low latency, “where you really don’t have the time to be sending the information back to the cloud.”
For John Deere, that edge is factory and warehouse operations, said Jayaram. The company is scaling knowledge at the edge and investing in private server networks.
“We’re trying to drive compute and analytics, leverage intelligence at the edge, as close to the point of impact as possible,” he said. “We want to translate intelligence at the edge so that those applications with high bandwidth and low latency can perform there.”
The manufacturing tech stack
Along with this, Jayaram described an emergent tech stack. The best way to conceptualize that in the manufacturing world is to combine IT and OT, he said — that is, adding manufacturing components to a core IT stack.The top layer of this stack combines applications and analytics. Just beneath that is the data platform. Under that are platforms of connectivity and software (enterprise resource planning software, for example). Lastly, hardware and services. And cutting across that layer of stack, explained Jayaram, is cybersecurity.
Ultimately, data is the engine that drives all of this, he said. The company has invested heavily in what it describes as a “John Deere data factory” comprising a data lake.
“That core analytics function has to be driven on really reliable data that cuts across our internal silos [of manufacturing, engineering, supply chain],” said Jayaram. “We’re bringing in these different streams of data, curating the data and making sure that the data is the highest quality, that it is well cataloged.”
Agile operations
To further drive innovation, John Deere has implemented an agile operating model across the business.For instance, the same principles and concepts that are applied to software development are practiced on the shop floor.
“It’s not uncommon to find these (manufacturing) teams swarming on ideas or challenges,” said Jayaram. “Teams come together, they swarm on an idea and they really try to drive a solution in a matter of days.”
Since rolling out the model, support incidents are down, there has been a two to three-fold increase in customer features and a ten-fold increase in the number of deployments.
“Our teams really love this new way of working with that focus on customer centricity,” said Jayaram.
And even further afield?
Responding to the inevitable question about the metaverse, Jayaram said that John Deere is “very excited” about the implications — “but we are also early days of the journey.”His team is analyzing the applicability of the metaverse in operations, he said. He also forecasted “several breakthroughs” when it comes to digital twin technologies.
For instance, at a Consumer Electronics Show earlier this year, the company introduced a technology allowing anyone to virtually sit inside a tractor just using their mobile devices. John Deere is also introducing the digital twin concept into engineering and manufacturing processes.
“If you’re able to provide a digital experience that mimics the physical world,” said Jayaram, “it enables customers and employees to be much more engaged with the product.”
FabricatedLunacy
Regular
I could cry about this nothing day... or I could spend AUD 1000 (which just was freed up) at AUD1.025... So I did the latter... Boom, only short here was my time span to decide....
Yes to all that. My only wish is that profane language is NEVER used as it looks ugly in print and suggests the writer doesn't have the ability to respectfully present an alternative view.
alwaysgreen
Top 20
Well done. I am always in two minds whether to buy WBT or BRN when I have funds. WBT dropped more today so I purchased them instead.
Both have so much potential for ASX stocks. We are lucky to have both at our investing fingertips at this stage in their growth cycle.
Yep ... time for the next hockey stick to form.$1.02 looks like the new bottom... and dayam... up 29% YTD. I likey!
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Hi Makeme, I was trying to search stuff on JD and their offshoot, Blue River Technology yesterday but everything kept leading me to cloud based applications
Labsy
Regular
C'mon Sam.... first order of business... world smart phone domination!!!!!!
Somebody posted the following today on the 'Crapper's' WBT forum. The same applies to BRN.
WBT ticks so many boxes ... including these four:
Warren Buffett’s 4 Rules
- A stock must be managed by vigilant leaders.
- A stock must have long term prospects.
- A stock must be stable and understandable.
- A stock must be undervalued.
https://themakingofamillionaire.com/warren-buffetts-4-rules-for-investing-767a22501bbd
Makeme 2020
Regular
Hi TopCat.Hi Makeme, I was trying to search stuff on JD and their offshoot, Blue River Technology yesterday but everything kept leading me to cloud based applications
John Deer are working on both Edge and Cloud.
Manufacturing at the edge
John Deere’s tech strategy is built around two tenets, explained Jayaram: the public cloud and the edge.“There’s a need for both,” he said — it’s just a matter of defining what types of workloads take place where.
The edge is best for applications with low latency, “where you really don’t have the time to be sending the information back to the cloud.”
For John Deere, that edge is factory and warehouse operations, said Jayaram. The company is scaling knowledge at the edge and investing in private server networks.
“We’re trying to drive compute and analytics, leverage intelligence at the edge, as close to the point of impact as possible,” he said. “We want to translate intelligence at the edge so that those applications with high bandwidth and low latency can perform there.”
alwaysgreen
Top 20
Nice to see some green again!
Makeme 2020
Regular
Ladies and Gentlemen the S/P has had enough of being red and has returned in GREEEEEEN lets hope we keep moving forward.
Just wiped 1.04.............
Just wiped 1.04.............
D
Deleted member 118
Guest
Hey TechGood morning,
Is anyone out there ? or am I just talking to myself....
Overnight I have received 2 emails from our CFO, Ken...of which I'll share some key points,
"As far as the Citicorp fund goes, there is nothing sinister going on there. Citicorp is merely a custodial fund and is not the beneficial owner of those shares"
"One of the largest holdings in that account now is the ADR account held by Bank of NY Mellon with nearly 24M shares in it"
The issue or apparant issue in publishing the Top 20, was simply an internal one, whereby the company had decided to have the Top 20 put up on the company website, rather than on the ASX at the same time as the quarterly 4c....but this process wasn't quite as simple and as fast as first thought, for which the CFO has actually apologised for, if it caused any confusion, so by next quarters delivery, we will be able to see the Top 20 on the company website, that can be refreshed each and every quarter from that point on...S... happens from time to time, let's move on.
Let's please stop all the talk of an potential hostile takeover or whatever...it's BS....I'm 100% confident at this point in time.
Cheers for now........Tech x
I need to disagree with ya and think what a better time to try and form a takeover while the price is so low. I understand the company still haven’t any proven $$$ contracts and most takeovers wouldn’t touch a company like that with a barge poll, but BrN are different.
Fastback6666
Regular
Well said Slade.
I have close to the same view. Though even the 4C in Jan 2023 I imagine it will still only show warming up revenue in the grand scheme of things to come if they play out how we and Brainchip ideally want.
The discussion on the SP of late has been quite fascinating of late...and I say that with a surprised smile.
Here is the decision for any investors here:
If you want a company that will be operating in the edge AI space with already known and announced bulk revenue and “black and white” known deals right now then a company like Nvidia or Qualcomm may be the better choice for you...but....know that percentage return will not be as high as these companies are very derisked quite massively and the high market cap is reflective of the position they are in.
If you like some risk and speculation on a company that is yet to announce many of their core deals along with the expected revenue or for that manner show much revenue at all. Also they potentially may not be able to ever announce some company deals due to NDA’s. They are also not in profit territory and also can’t fully map out for you the revenue path or profitability path. If you are happy with this then Brainchip is more suited.
Please don’t expect Brainchip to be an Nvidia right now, it’s going to take a lot of patience and time for Brainchip to be like an Nvidia with known deals, know revenues and fully in profit. Important: While Brainchip cannot fully show their revenue and profit trajectory the SP will continue to be pushed around (up and down) outside of our or the companies control. The only stabiliser of the SP in any company is usually consistent revenue and profitability path or the ability to prove/map these elements out in deals announced. This has not occurred as yet and this will take time.
In regards to speculation versus known. It goes for the iceberg diagram. I really like the diagram - but I have always seen it as a speculative diagram showing possible associations with only some of the players that we have some hard facts on. That’s all good by me as I understand that is what it is and I am invested in Brainchip earlier as a speculative but proven technology play. Over time it will hopefully become less speculative and obviously Mercedes coming out made Brainchip a lot less speculative from a tech perspective, now we need to firm up the revenue and deal speculation but this will take many many quarters and years to come.
If you operate only in facts you have to make your own list of the facts you know and invest with that. Typically many people who only deal in facts will lean towards lower risk which will then lean towards only companies who are in profit so they will mostly not invest in higher risk stocks not showing any profit yet. Just the nature of the beast.
Some other people look at a larger picture of facts, speculation and potential....and many other elements that I could go on forever about. We are all different and that is what has to be understood and respected.
There is no one list, data set or diagram that is going suit everyone. So let’s not make anyone feel wrong for their list, data set or diagram.
We can just show respect and say to the other person “that is great that suits you however I will look further into this” or make your own “list” or “diagram” and invest accordingly to your own personal rules and risk levels. Feel free to share that data set also if you want.
Have a great day all and this is not financial advice but just generalised observations from my various experiences.
FabricatedLunacy
Regular
I did initially have WBT and LKE... but now I am just gambling on the Akida Bus to take flight, past the tip of the iceberg all the way to Mars
(That decision was made after many days and weeks (possibly months) of researching all three, and BRN came out on top as the company I, personally, feel has the greatest potential. Research might be stretch, but I read all I could find and made up my mind. Akida is the most likley one for me to succeed).
Makeme 2020
Regular
802 Buyers for 8m..............430 sellers for 5m ....Sellers drying up.
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