BRN Discussion Ongoing

[Fullmoonfever]

“ With its upcoming RA8 MCUs, Renesas predicts it will finally overtake the competition with the most advanced Arm core on the MCU market.”

Guess if want to get a perspective for Renesas products through one supplier.

ZMOD is there.

Most products have Datasheets but some don't.

Can trawl through and find Megachips etc and then check products for dots haha

Though to be fair, probs a lot of companies like Megachips do client direct custom products that won't be listed. Megachips has like 39 listed or something.

https://www.utmel.com/manufacturer

 

[jtardif999]

Excuse me Sir I think you dropped something back there.

https://arxiv.org/pdf/2204.02120.pdf

This describes and illustrates the problems associated with creating sparsity using conventional hardware and CNNs to connect to event based cameras (square pegs and round holes). Benosman’s article about this problem and how Prophesee were looking for a new processor to resolve the issue (convention hardware could not), lead to a partnership with BrainChip. AIMO.

 

[krugerrands]

“ With its upcoming RA8 MCUs, Renesas predicts it will finally overtake the competition with the most advanced Arm core on the MCU market.”

Any indication of which of the Cortex-M is likely to be used in the RA8 MCU line?

Product Filter

Arm provides leading silicon IP for intelligent systems, accelerating innovation with a secure, power-efficient architecture for billions of devices worldwide.

www.arm.com

Options would be

ARM Cortex-M - Wikipedia

en.wikipedia.org

Year

2018	Cortex-M35P
2020	Cortex-M55
2022	Cortex-M85

Question is if they will get these with the Akida neuron fabric integrated or not..... how else will they be utilising the Akida IP?

On another matter, ARM says "BrainChip’s Akida IP is fully compatible with Arm’s product families" but then only lists it for Cortex-M - guess that is where it makes the most sense. However, it is a bit unclear.

 

[Fact Finder]

I personally do not think it is ambiguous.

Anil Mankar, Peter van der Made, Rob Telson, Ken Scarince, Jerome Nadel and Sean Hehir have all stated the AKIDA neural fabric is processor and sensor agnostic.

The ARM Cortex M 4 is only on the AKD1000 chip to run the peripherals which allows an IP customer to use AKIDA with what ever processor it is already running.

So as I say no confusion in my mind.

So is ARM confused or is ARM deliberately with Brainchip running interference for existing customers like Renesas so that some uncertainty can be injected.

In any event take it from me there is no doubt you can run AKIDA with every ARM processor under the Sun.

Now this should draw out the Ogre if I am wrong.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[JK200SX]

Ok, this has got me confused.

The top 20 shareholders list as per last announcement on 1AUG22 is:

On the MSN Money website, it shows Brainchip ownership by Mutual Fund:

MSN

www.msn.com

And also ownership of Brainchip shares by Institutions:

MSN

I'm not sure how current the data is on the MSN website, but these 2 lists are totally different to that shown on the Top 20 Shareholders list. Would anyone have any suggestions as to what insight the lists from the MSN website give us?

(I presume all these other entities hold BRN shares, which is good!)

 

[Fact Finder]

Ok, this has got me confused.

The top 20 shareholders list as per last announcement on 1AUG22 is:
View attachment 15431


On the MSN Money website, it shows Brainchip ownership by Mutual Fund:

View attachment 15426

MSN

www.msn.com

And also ownership of Brainchip shares by Institutions:

View attachment 15427

MSN

I'm not sure how current the data is on the MSN website, but these 2 lists are totally different to that shown on the Top 20 Shareholders list. Would anyone have any suggestions as to what insight the lists from the MSN website give us?

(I presume all these other entities hold BRN shares, which is good!)

Brainchip rely on the share register Boardroom to provide the list of top 20.

I would suggest you could send the two lists to Tony Dawe and ask him for clarification.

Regards
FF

AKIDA BALLISTA

 

[Fullmoonfever]

I personally do not think it is ambiguous.

Anil Mankar, Peter van der Made, Rob Telson, Ken Scarince, Jerome Nadel and Sean Hehir have all stated the AKIDA neural fabric is processor and sensor agnostic.

The ARM Cortex M 4 is only on the AKD1000 chip to run the peripherals which allows an IP customer to use AKIDA with what ever processor it is already running.

So as I say no confusion in my mind.

So is ARM confused or is ARM deliberately with Brainchip running interference for existing customers like Renesas so that some uncertainty can be injected.

In any event take it from me there is no doubt you can run AKIDA with every ARM processor under the Sun.

Now this should draw out the Ogre if I am wrong.

My opinion only DYOR
FF

AKIDA BALLISTA

For mine the simple diagram and specs on the BRN website shows no specific M class and does not differentiate so I take that can be applied to any M class or should state M4/F or could be misleading so I'll take any M.

 

[JK200SX]

Brainchip rely on the share register Boardroom to provide the list of top 20.

I would suggest you could send the two lists to Tony Dawe and ask him for clarification.

Regards
FF

AKIDA BALLISTA

Upon a bit more investigation, I decided to look up the holdings of VAS - Vanguard Australian Shares ETF,. It appears that 0.06692% of the VAS ETF are made of Brainchip shares:

ETF

www.vanguard.com.au

There are 127,633,853 VAS shares on issue, so0.06692% of this quantity is 85,412 shares. 85,412 shares at $87.29 each equals $7,455,663. 0.006692% of the market cap of VAS is also $7,455,663!

Although the numbers aren't quite the same as MSN monew website, there's definite evidence that Vanguard own BRN shares. The same would naturally apply to all the other entities on the lists.

Perhaps all of these entities are group in the likes of holdings such as Citicorp nominees, HSBC, BNP Paribas etc, hence the reason not to disclose substantial holdings?

 

[Getupthere]

First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT)

www.ftportfolios.com

 

[JK200SX]

First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT)

www.ftportfolios.com

View attachment 15438

Well, there you go, that's my dot joining for tonight. I may just now sit back, relax and enjoy another piece of Baklava

 

[Boab]

Not really relevant here but add it to the list.

Exit stage left: Tesla Model Y unexpectedly spears into a wall - Video

A Tesla Model Y has been filmed unexpectedly crashing head-on into a wall in China – as a US customer files a lawsuit against the electric car giant’s semi-autonomous driving tech, claiming the system suddenly brakes without reason.

www.drive.com.au

 

[equanimous]

First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT)

www.ftportfolios.com

View attachment 15438

Twice as much as Intel.

The US Dollar is artificial just not intelligent.

 

[JK200SX]

Ok, this has got me confused.

The top 20 shareholders list as per last announcement on 1AUG22 is:
View attachment 15431


On the MSN Money website, it shows Brainchip ownership by Mutual Fund:

View attachment 15426

MSN

www.msn.com

And also ownership of Brainchip shares by Institutions:

View attachment 15427

MSN

I'm not sure how current the data is on the MSN website, but these 2 lists are totally different to that shown on the Top 20 Shareholders list. Would anyone have any suggestions as to what insight the lists from the MSN website give us?

(I presume all these other entities hold BRN shares, which is good!)

OK, I've finished my baklava...

So, the major institutions currently hold 92,358,248 BRN shares, and Mutual funds hold 77,944,054 BRN shares. (Total 170,302,338 shares - pretty close to the total represented by Citicorp Nominees)

Its great to be a shareholder!

 

[Diogenese]

OK, I've finished my baklava...

So, the major institutions currently hold 92,358,248 BRN shares, and Mutual funds hold 77,944,054 BRN shares. (Total 170,302,338 shares - pretty close to the total represented by Citicorp Nominees)

Its great to be a shareholder!

Is that a Greek woolen snow helmet?

 

[Fact Finder]

For mine the simple diagram and specs on the BRN website shows no specific M class and does not differentiate so I take that can be applied to any M class or should state M4/F or could be misleading so I'll take any M.

View attachment 15434

From the 2021 Ai Field Day presentation by Anil Mankar available on Brainchip website.
Anil Mankar said:

“…we do have a M4 class CPU here but the function of the CPU is to really manage all the peripherals, manage the configuration of the neural networks…”

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Proga]

Ok, this has got me confused.

The top 20 shareholders list as per last announcement on 1AUG22 is:
View attachment 15431


On the MSN Money website, it shows Brainchip ownership by Mutual Fund:

View attachment 15426

MSN

www.msn.com

And also ownership of Brainchip shares by Institutions:

View attachment 15427

MSN

I'm not sure how current the data is on the MSN website, but these 2 lists are totally different to that shown on the Top 20 Shareholders list. Would anyone have any suggestions as to what insight the lists from the MSN website give us?

(I presume all these other entities hold BRN shares, which is good!)

Mutual Funds are a subset of Institutional Owners. Mutual Funds are a list of all the different funds you can invest in. Individual ETF's are usually listed on a bourse where the institutional owner collects fees for running it and the rest are internal investment funds for their own clients where they charge fees as well. As an example, all iShare ETF mutual funds are run by BlackRock as the institutional owner.

The MSN money list looks out of date. As we all know there has been a lot of institutional buying in the last couple of months. What intrigues me is Australian Super funds seem to own the bare minimum allowable according to their own fund rules. Having said that, a lot of the smaller super funds might be hidden inside the Institutions. Have a look at SYR below.

 

[Hrdwk]

Sorry if already posted
Reality Processor
Battery powered

 

[Serengeti]

I wonder if this German company has heard of Akida? It seems Akida may be able to assist them…fits with BRNs beneficial AI goal.

Technology - Our Satellites Change The Game

We developed the technology to deliver information from space in real-time, so you can take action. Our constellation will be monitoring every spot on the planet 24/7 – during the day, during the night, fully automated and highly cost-efficient.

ororatech.com

Wildfire Solution | OroraTech

OroraTech offers the first global wildfire intelligence solution, including risk assessment, early detection, real-time monitoring, and damage analysis with data from 20+ satellites.

ororatech.com

 

[Bobbygant]

Mutual Funds are a subset of Institutional Owners. Mutual Funds are a list of all the different funds you can invest in. Individual ETF's are usually listed on a bourse where the institutional owner collects fees for running it and the rest are internal investment funds for their own clients where they charge fees as well. As an example, all iShare ETF mutual funds are run by BlackRock as the institutional owner.

The MSN money list looks out of date. As we all know there has been a lot of institutional buying in the last couple of months. What intrigues me is Australian Super funds seem to own the bare minimum allowable according to their own fund rules. Having said that, a lot of the smaller super funds might be hidden inside the Institutions. Have a look at SYR below.

View attachment 15446

View attachment 15445

Late trade today is interesting? Seems like a ETF topped up?

 

[clip]

Atfer having a look at the GoPro Twitter account and some of its impressive videos




I thought how cool it would be when someday anybody is able to produce these kinds of videos with the help of AI.
And look by whom you will find videos, when you google Drone + AI + cinematography at the first results:
Carnegie Mellon University