BRN Discussion Ongoing

[Boab]

Yes, lets not worry about Innoviz to much and focus on the main game.

The world leader is Valeo
First half 22 sales 9.42 Billion EUR, with a further 16 Billion EUR worth of order intake received from their customers.
" Promising spectacular growth of Valeo in the years to come"
"H1 Results show first signs of this growth"
" As far as electrification is concerned we are active in the powertrain aspects and we're active on the thermal aspects "

And we have been working with them since June 2020.

 

[Taproot]

Yes, lets not worry about Innoviz to much and focus on the main game.

The world leader is Valeo
First half 22 sales 9.42 Billion EUR, with a further 16 Billion EUR worth of order intake received from their customers.
" Promising spectacular growth of Valeo in the years to come"
"H1 Results show first signs of this growth"
" As far as electrification is concerned we are active in the powertrain aspects and we're active on the thermal aspects "

Multi-trick-pony

Thermal Systems

Valeo is developping optimized thermal management systems for electrical vehicles : heating, cooling and air purifying, for well-being inside the car.

www.valeo.com

Powertrain Systems

Valeo's Powertrain Systems Business Group develops innovative solutions that aim to reduce CO2 emissions and fuel consumption.

www.valeo.com

Comfort & Driving Assistance Systems

The Comfort & Driving Assistance Systems improves driver experience through unique solutions that make driving safer and more intuitive.

www.valeo.com

Valeo Visibility Systems Business Group

Valeo's Visibility Systems Business Group designs and produces innovative lighting and wiper systems that improve driver comfort and safety.

www.valeo.com

 

[jtardif999]

I was aware of what has been said about the floating plastic bag problem. My thoughts about it are purely based on the fact that the human mind can’t yet solve that problem, along with the floating balloon that may be accompanied by a child running after it. The later being the more important problem.

I am certain that an appropriate sensor could detect a floating plastic bag or ballon, but the decision on what to do with that is the problem to be solved. I expect most systems will simply apply the brakes, which, as I stated, would be mostly unnecessary. It is not always the smartest decision to allow impact even with a plastic bag.

My current car quite annoyingly applies the brakes, quite firmly, under far too many unnecessary situations. I expect this will increase with sensors that can detect more potential hazards.

The emergency braking that bugs me the most is when the car in front slows to turn off the road. As a human operator I understand their intent, even if not confirmed by their indicator, and can easily slightly swerve to maintain my speed, but no, my car slams on it’s brakes and gives the car behind me a fright, hence creating a potentially dangerous situation and concertina effect.

Slamming on the brakes will be the go to for all potentially hazardous situations, that is the point I don‘t like.

The plastic bag problem should be solved by real learning and LSTM. The decision to not act based on the nature of movement can only be fathomed via STDP. and is a critical part of the solution for autonomous vehicles going forward. Akida technology will make it possible for that learning to be passed around from vehicle to vehicle in real time by the updating of synaptic weight memory en mass.

 

[tjcov87]

 

[LexLuther77]

Morning All,

Well, yesterdays podcast was another beauty, Rob bouncy and passionate as always.

Our guest, Jan, was an interesting fellow, a few words I couldn't quite pick up, but a very relaxed, positive commentary overall.

Couple of key things, which have probably already been commented on, they were:

Edge Impulse currently 98,000 projects on the go !!!!!!!! unbelievable !!

Flowing along with around 300 new projects per day, the day prior to the podcast hitting a company record of 490 new projects for the day.

Are we partnered with a loser or a winner, positivity attracts positivity, success attracts success, but in the end, if Brainchip's technology was
a dud, well, none of all these companies, small/medium or big would want anything to do with us.

Rob did elude to the fact that, all the companies he was trying to get to commit to signing a contract, sounds like some cat and mouse games are being played in my opinion, he did laugh, whether that was a nervous laugh or a sign of frustration, I'm not sure, but I did like the comment referring to ALL THE COMPANIES.

I am going to try to get some information on the Akida 2000 reference chip, as in, has it actually been completed, have a small batch of chips been fabbed out yet? Has Anil's team finished the design process ready for taping out etc...I would like to know of any progress, as I am sure you all would like to as well....an update isn't too much to ask for, it's been awhile since we really heard anything on this subject.

Also, I owe Simon Thorpe an email, so I'll see what new information he has to comment on in the world of Neural Networks, I do know that he is working on several projects with companies researching the use of Optical Neural Networks (ONN)....he still holds Brainchip shares I think, I'll check with him on that.

Anyway, take it easy.....Cheers for now......Tech x

Cheers for continually updating the forum, Tech. Great posting mate and much appreciated by many imo.

 

[Boab]

Just reading the review of the new Volkswagen Golf R for Australia. Could be old news for our German friends?

There are also some unique aspects to the 10.0-inch central display, particularly in the performance pages.

And if you can’t be bothered touching the screen, you can use hand gestures to adjust certain functions, or you can yell at the car: “Hey Volkswagen, it’s cold in here!”.

This all seems to becoming mainstream or at the very least will soon be expected.

Go Dockers

 

[Sirod69]

The obscure US financier backing the ASX’s hot stocks​

LDA Capital is the go-to financier for a handful of speculative ASX plays, and its model is now being embraced by local funds.

sorry I could read this article for short, then there is a stop and you must pay to read the whole article.
Brainchip was named

The obscure US financier backing the ASX’s hot stocks

LDA Capital is the go-to financier for a handful of speculative ASX plays, and its model is now being embraced by local funds.

www.afr.com

 

[Sirod69]

This US investment house has made tens of millions from Brainchip. Guess which other ASX share it’s backing​

Brainchip and LDA Capital​

According to the AFR, Branchip’s financing arrangement with LDA Capital allows it to access between $20 million to $45 million across a one-year period. This arrangement reportedly started in August 2020.

In return, LDA Capital is paid fees and provided 100 million options, leading it to bank tens of millions of dollars, the AFR reported.

LDA Capital decided to exercise 75 million options in January 2021. Half were exercised at an issue price of 15 cents a share and the other half at 20 cents per share.

The AFR also noted Brainchip had requested an extension to draw the minimum amount under the facility, enabling it to access a further $35 million.

This US investment house has made tens of millions from Brainchip. Guess which other ASX share it's backing

The Brainchip Holdings Ltd (ASX: BRN) share price has gained 40% in the past month, reportedly with the backing of a US investment firm.

www.fool.com.au

 

[equanimous]

The obscure US financier backing the ASX’s hot stocks​

LDA Capital is the go-to financier for a handful of speculative ASX plays, and its model is now being embraced by local funds.

sorry I could read this article for short, then there is a stop and you must pay to read the whole article.
Brainchip was named

The obscure US financier backing the ASX’s hot stocks

LDA Capital is the go-to financier for a handful of speculative ASX plays, and its model is now being embraced by local funds.

www.afr.com

Sirod I couldnt find the option for them to pay me to read the article..

 

[equanimous]

This US investment house has made tens of millions from Brainchip. Guess which other ASX share it’s backing​

Brainchip and LDA Capital​

According to the AFR, Branchip’s financing arrangement with LDA Capital allows it to access between $20 million to $45 million across a one-year period. This arrangement reportedly started in August 2020.

In return, LDA Capital is paid fees and provided 100 million options, leading it to bank tens of millions of dollars, the AFR reported.

LDA Capital decided to exercise 75 million options in January 2021. Half were exercised at an issue price of 15 cents a share and the other half at 20 cents per share.

The AFR also noted Brainchip had requested an extension to draw the minimum amount under the facility, enabling it to access a further $35 million.

This US investment house has made tens of millions from Brainchip. Guess which other ASX share it's backing

The Brainchip Holdings Ltd (ASX: BRN) share price has gained 40% in the past month, reportedly with the backing of a US investment firm.

www.fool.com.au

I had to go to the toilet after reading this

 

[Terroni2105]

Yes, lets not worry about Innoviz to much and focus on the main game.

The world leader is Valeo
First half 22 sales 9.42 Billion EUR, with a further 16 Billion EUR worth of order intake received from their customers.
" Promising spectacular growth of Valeo in the years to come"
"H1 Results show first signs of this growth"
" As far as electrification is concerned we are active in the powertrain aspects and we're active on the thermal aspects "

Thanks Taproot, that is an excellent interview.

To add to some of the quotes you have written I loved the response to this question: Where is that strong demand and those strong orders coming from primarily?

“Well it’s mainly coming from acceleration of electrification and ADAS. You know, Valeo over the last year has positioned itself as a key player in this transformation, massive transformation, irreversible transformation, that the auto industry is undergoing when it comes to electrification and when it comes to ADAS … and as far as Valeo is concerned we have positioned ourself exactly at the center of this transformation. And we are getting the reward of it now, we are getting the reward with massive orders coming from all our customers.”


Valeo has positioned itself exactly where it needs to be and so has BrainChip.

As @Learning would say, it’s great to be a shareholder

 

[Boab]

I had to go to the toilet after reading this

Some wise words from the Fools

Unprofitable companies with unproven business models are often risky. When you add in significant leverage, it often creates a recipe for disaster.

WANCA's

 

[Sirod69]

I had to go to the toilet after reading this

everthing ok with you, or should I come to help?

 

[Investig8ed]

Some news, hot off the press, on the the BYD passenger car brand and that it's next generation of fleets will be built on....NVDIA's DRIVE Hyperion architecture.

Extract 1

BYD, working together with Hedin Mobility Group, will now actively embark on selecting top dealers from different regions in Germany to represent the BYD passenger car brand. Hedin Mobility Group is one of Europe’s largest privately owned dealership groups, operating over 230 dealerships in eight countries, including Germany, with a significant dealership footprint across Scandinavia. It sold more than 125,000 vehicles in 2021. Hedin Mobility Group will sell BYD’s vehicles in Sweden through its dealership group Hedin Bil and via the specially selected dealerships in Germany.


Extract 2

Recently, the company announced that it is building its next-generation fleets on the NVIDIA’S DRIVE Hyperion architecture. This platform, based on DRIVE Orin, is now in production, and powering a wide ecosystem of 25 EV makers building software-defined vehicles on high-performance, energy-efficient AI compute. The open DRIVE Hyperion 8 platform allows these companies to individualize this programmable architecture to their needs, leveraging end-to-end solutions to accelerate autonomous driving development.

BYD, Hedin Mobility Group partner in Sweden and Germany ahead of the expansion - EV

Written by Cláudio Afonso | info@claudio-afonso.com | LinkedIn | Twitter BYD announced Monday the appointment of Hedin Mobility Group as Dealer+ partner to provide distribution, sales, and aftersales services in Sweden and Germany for its hybrid-electric vehicles. The automaker will open its...

eletric-vehicles.com

Hyperion was the titan God of heavenly light.
Greek mythology.

 

[Sirod69]

A must read article IMO. Tesla is beginning to see a backlash.

"Why does the company charge US $12,000 for a so-called “full self-driving” capability that is utterly reliant on its customers’ data? How much control do drivers have over data extracted from their daily journeys? And what happens when other entities, from companies to the government, seek access to it? These are the themes for our third story."

Cant wait for the 3rd story!

EXTRACT ONLY
View attachment 13454
View attachment 13455

Tesla’s Autopilot Depends on a Deluge of Data

Autopilot rests on a foundation of data harvested from the company’s own customers. Tesla’s bold bet is that this overwhelming quantity of driver logs and caches can provide the long tail of data needed to boost self-driving cars to super-human levels of safety.

spectrum.ieee.org

California DMV accuses Tesla of deceptive practices in marketing Autopilot and Full Self-Driving options​

KEY POINTS

• In a pair of July 28 filings with California’s Office of Administrative Hearings, an official and lawyers for the DMV wrote that Tesla’s “Autopilot” and “Full Self-Driving” marketing suggest the cars are capable of operating autonomously, when in fact they can’t.
• In a worst-case scenario, the company could temporarily lose the licenses which allow it to operate as a vehicle manufacturer and auto dealer in California.
• Tesla has fifteen days to respond to the accusations before the administrative court, otherwise the DMV will take a default decision.

California DMV accuses Tesla of deceptive practices in marketing Autopilot and Full Self-Driving options

Elon Musk's electric car business risks more than its reputation -- the company could temporarily lose the licenses which allow it to operate in California.

www.cnbc.com

A Robocar Specialist Gives Tesla ‘Full Self-Drive’ An ‘F’​

"I have great respect and admiration for Elon Musk, so sorry to say this but ... it's terrible. I mean really bad. After all those videos I didn't expect a lot, but I expected more than this. My first drive home after activating it was frightening. You're going to see the second loop I did, one around Apple'sAAPL -0.1% Headquarters in Cupertino California. I've now driven this loop a dozen times with the system on, and each drive is different, with a different pattern of errors, several of them serious."

A Robocar Specialist Gives Tesla ‘Full Self-Drive’ An ‘F’

A look at Tesla's badly named "full" "self" driving product (FSD) from a specialist in self-driving cars finds it badly wanting. Full video included with sample ride.

www.forbes.com

 

[equanimous]

This US investment house has made tens of millions from Brainchip. Guess which other ASX share it’s backing​

Brainchip and LDA Capital​

According to the AFR, Branchip’s financing arrangement with LDA Capital allows it to access between $20 million to $45 million across a one-year period. This arrangement reportedly started in August 2020.

In return, LDA Capital is paid fees and provided 100 million options, leading it to bank tens of millions of dollars, the AFR reported.

LDA Capital decided to exercise 75 million options in January 2021. Half were exercised at an issue price of 15 cents a share and the other half at 20 cents per share.

The AFR also noted Brainchip had requested an extension to draw the minimum amount under the facility, enabling it to access a further $35 million.

This US investment house has made tens of millions from Brainchip. Guess which other ASX share it's backing

The Brainchip Holdings Ltd (ASX: BRN) share price has gained 40% in the past month, reportedly with the backing of a US investment firm.

www.fool.com.au

Can motley Fools save the shorters

 

[Straw]

Some wise words from the Fools

Unprofitable companies with unproven business models are often risky. When you add in significant leverage, it often creates a recipe for disaster.

WANCA's

Would that be the ridiculously inequitable and (real world) damaging leverage that instos allow shorters in order to financially bully anyone who has assumed risk in order to help create something worthwhile that they can't have because they are evil and would crumble to dust if they even touched it.
That is appalling. Do they have any integrity?
It IS a proven business model, in fact a ridiculously successful one.

So... let me get this right. They are saying don't invest in anything (as all investing involves risk) and it will put us (instos/shorters) completely out of business as there will be no one to parasitise.
What a great business model that is.

 

[Diogenese]

Found facts:-

BrainChip is the AArdvark of the ARM partnership programme.

https://www.arm.com/partners/catalog/results#f:Industry=[Artificial Intelligence]

I know this has been remarked upon before, but I think it bears repeating. When any single category is selected, BrainChip is at the top of the list in the majority of cases, and this is not an alphabetical phenomenon. This means that any person searching through the ARM Partners for most of those categories will see listed BrainChip first up.

In fact, you have to get down to Edge Gateway to shake BrainChip off.

But you want more - scroll down to:

Arm and Google: tinyML Pioneers
tinyML is a fast-growing field of machine learning (ML) technologies and applications implemented by Arm and Google to enable ultra-low power ML at the edge. See how tinyML can help solve computer vision, audio recognition, speech recognition, and natural language processing challenges.

https://www.arm.com/partners/artificial-intelligence##

Trillions of ML devices!

So using the standard 1% baseline, that's 10's of billions Google/Akida devices.

But are Google contemplating outside partnerships?

https://services.google.com/fh/files/misc/ai_adoption_framework_whitepaper.pdf


So if Google were to incorporate Akida IP in their transformational partnerships, we could be in more than 20% of trillions of Google AI/ML devices.

Nice to see ARM and Google are on speaking terms! Wonder if anyone at Google has thought to search ARM's partnership lists for available AI/ML tech?

 

[Proga]

Some news, hot off the press, on the the BYD passenger car brand and that it's next generation of fleets will be built on....NVDIA's DRIVE Hyperion architecture.

Extract 1

BYD, working together with Hedin Mobility Group, will now actively embark on selecting top dealers from different regions in Germany to represent the BYD passenger car brand. Hedin Mobility Group is one of Europe’s largest privately owned dealership groups, operating over 230 dealerships in eight countries, including Germany, with a significant dealership footprint across Scandinavia. It sold more than 125,000 vehicles in 2021. Hedin Mobility Group will sell BYD’s vehicles in Sweden through its dealership group Hedin Bil and via the specially selected dealerships in Germany.


Extract 2

Recently, the company announced that it is building its next-generation fleets on the NVIDIA’S DRIVE Hyperion architecture. This platform, based on DRIVE Orin, is now in production, and powering a wide ecosystem of 25 EV makers building software-defined vehicles on high-performance, energy-efficient AI compute. The open DRIVE Hyperion 8 platform allows these companies to individualize this programmable architecture to their needs, leveraging end-to-end solutions to accelerate autonomous driving development.

BYD, Hedin Mobility Group partner in Sweden and Germany ahead of the expansion - EV

Written by Cláudio Afonso | info@claudio-afonso.com | LinkedIn | Twitter BYD announced Monday the appointment of Hedin Mobility Group as Dealer+ partner to provide distribution, sales, and aftersales services in Sweden and Germany for its hybrid-electric vehicles. The automaker will open its...

eletric-vehicles.com

BYD are the largest PHEV+BEV makers in the world. Second only to Tesla in BEV. Majority of sales are in China. I wonder if they are going to install it in all their vehicles? BYD's growth is phenomenal.

Plug-in car registrations in H1 2022 (vs previous year):

1. BYD: 640,748 and 15.4% share (vs 5.9%)
2. Tesla: 564,873 and 13.6% share (vs 15.2%)
3. SAIC (incl. SAIC-GM-Wuling): 358,040 and 8.6% share (vs 11.1%)
4. Volkswagen Group: 331,743 and 8.0% share (vs 13.4%)
5. Geely-Volvo: 231,232 and 5.6% share

Top 5 total: 2,126,636 (51.1% share)
others: 2,034,487 (48.9% share)

BYD plug-in electric car sales – June 2022​

 

[Learning]

Found facts:-

BrainChip is the AArdvark of the ARM partnership programme.

https://www.arm.com/partners/catalog/results#f:Industry=[Artificial Intelligence]

I know this has been remarked upon before, but I think it bears repeating. When any single category is selected, BrainChip is at the top of the list in the majority of cases, and this is not an alphabetical phenomenon. This means that any person searching through the ARM Partners for most of those categories will see listed BrainChip first up.

In fact, you have to get down to Edge Gateway to shake BrainChip off.
View attachment 13491

But you want more - scroll down to:

Arm and Google: tinyML Pioneers
tinyML is a fast-growing field of machine learning (ML) technologies and applications implemented by Arm and Google to enable ultra-low power ML at the edge. See how tinyML can help solve computer vision, audio recognition, speech recognition, and natural language processing challenges.

https://www.arm.com/partners/artificial-intelligence##

Trillions of ML devices!

So using the standard 1% baseline, that's 10's of billions Google/Akida devices.

But are Google contemplating outside partnerships?

View attachment 13497



https://services.google.com/fh/files/misc/ai_adoption_framework_whitepaper.pdf


So if Google were to incorporate Akida IP in their transformational partnerships, we could be in more than 20% of trillions of Google AI/ML devices.

Nice to see ARM and Google are on speaking terms! Wonder if anyone at Google has thought to search ARM's partnership lists for available AI/ML tech?

Great facts Dio!

So only the "best in class" will be at the top of any list!

It's great to be a shareholder.