BRN Discussion Ongoing

Bravo

If ARM was an arm, BRN would be its biceps💪!
Here's a snippet (translated by Dr Google) from a recent interview with Clement Novel (Lidar Technical Product Line Director) from Valeo on 22 August 2022.

4D imaging radar could be an equally robust but inexpensive alternative. Will lidar only be installed for redundancy in the future?

We are also developing these 4D radars, but we don't believe in an either/or. The most obvious advantage is actually the price. 4D radar will be very competitive with lidar. That's as good as certain. Signal processing is still very expensive at the moment, but the costs are steadily falling. In terms of performance - especially resolution - the current state of lidar is aimed for, but in my opinion this catch-up race is not possible.

In addition, we and almost the entire automotive industry are convinced that safe autonomous vehicles require the triad of cameras, radar and lidar. Lidar is the key sensor because it performs better than the others.


Screen Shot 2022-09-10 at 2.42.27 pm.png



 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Guess what Brain Fam?

I've only just realised something pretty extraordinary. Did you know that up to 30% of premium new vehicles are set to reach level 3 automation by 2030, and to do so they will need to be equipped with lidar technology?

In the interview I posted the other day #28,821, Christophe Perillat from Valeo said "In 2022, for the first time in the world, 2 cars are released with level 3 autonomy. That is to say, you can delegate driving to your car. These 2 cars have one element in common: an extraordinary sensor, a lidar, that only Valeo manufactures in the world and which allows this technical feat.

So, here's the thing, the lidar market is expected to be worth more than $50 billion by 2030. And by 2030, 30% of all new vehicles will have a lidar with AKIDA in it (that's assuming that AKIDA is in Valeo's Lidar, which lets face it, we all know it is, even if we're not supposed to say so). 😜
 
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wilzy123

Founding Member
Guess what Brain Fam?

I've only just realised something pretty extraordinary. Did you know that up to 30% of premium new vehicles are set to reach level 3 automation by 2030, and to do so they will need to be equipped with lidar technology?

In the interview I posted the other day #28,821, Christophe Perillat from Valeo said "In 2022, for the first time in the world, 2 cars are released with level 3 autonomy. That is to say, you can delegate driving to your car. These 2 cars have one element in common: an extraordinary sensor, a lidar, that only Valeo manufactures in the world and which allows this technical feat.

So, here's the thing, the lidar market is expected to be worth more than $50 billion by 2030. So that means by 2030, 30% of all new vehicles will have a lidar with AKIDA in it (that's assuming that AKIDA is in Valeo's Lidar, which lets face it, we all know it is, even if we're not supposed to say so). 😜

In interview with Lex Fridman, John Carmack believes we'll achieve some semblance of self-driving cars (something close to level 5) by the end of the decade.

 
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Foxdog

Regular
I remember another stock talk mob ( may have even been Ausbiz as well??) with Koshy hosting a few months ago that was pretty poor form, to say the least.

I just don't understand why people talk of BrainChip, or any stock for that matter, and give a very negative sentiment when it's clear there has been nil research before the negatives dibble from their mouths. Don't get me wrong, I'm not one that is unable to take any negitiveness/discord from others but only from those that conduct some decent research prior.
The amazing (annoying) thing about these spruikers is that in their spamming emails, designed to suck in subscribers, they use examples of once unknown companies that have made it big, like Amazon, Google, Fortescue....and site 1000's of percent gains can be made on the stock market. Yet when it comes to recommending or supporting little unknown companies before they become big these 'Chicken Littles' run for the hills. I doubt any one of these hindsight heroes has made life changing gains on the back of a little known start-up - if they had they wouldn't still be squirming in the stock picking subscription swamp.....

My hard earned opinion only.....
 
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Moonshot

Regular
The WANCA factor is still very prevalent. Listen to these WANCA's (Claudia "Kit" Walker and Rob Shears) talk about BRN


Claude walker is ex Motley Fool what a surprise!
 
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TECH

Regular
I mentioned a number of years ago that I received some information about a major engagement with a South Korean
Corporate...Lou Di Nardo hinted by naming a global position, a company had, dug very deep into Brainchips technology. the
time frame would suggest that this could well turn out to be a fruitful bit of early guidance.

Samsung and LG always seem to be the early frontrunners with anything to do with electronics, just ask JB HI-FI :ROFLMAO:

LG ELECTRONICS was the name I was given, just to be "very clear" this did not come from within Brainchip itself at all!

I could never find any "dots" to be honest, and started to think that the mob had given me a bum steer, but things may have
just surfaced, having looked at the recent posts.

Has or is another potential NDA about to be solidified?

Sleep Well and go the Lions!

Tech x
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
BAE Systems is launching a satellite cluster into orbit to deliver high quality data and intelligence using AI.

I wonder what sensors they're using?


11pm.png

Screen Shot 2022-09-10 at 4.32.33 pm.png


 
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AusEire

Founding Member. It's ok to say No to Dot Joining
I mentioned a number of years ago that I received some information about a major engagement with a South Korean
Corporate...Lou Di Nardo hinted by naming a global position, a company had, dug very deep into Brainchips technology. the
time frame would suggest that this could well turn out to be a fruitful bit of early guidance.

Samsung and LG always seem to be the early frontrunners with anything to do with electronics, just ask JB HI-FI :ROFLMAO:

LG ELECTRONICS was the name I was given, just to be "very clear" this did not come from within Brainchip itself at all!

I could never find any "dots" to be honest, and started to think that the mob had given me a bum steer, but things may have
just surfaced, having looked at the recent posts.

Has or is another potential NDA about to be solidified?

Sleep Well and go the Lions!

Tech x
I was just speaking to one of the guys about your comments mate.
LG makes perfect sense to me because I distinctly remember an interview PVDM had with Commsec and his comments on the affect Akida was having on white goods(particularly refrigerators). His words were something like this... "Akida could make fridges (up to) 15% more power efficient" and went on to say that "if Akida was implemented in EVERY fridge in Europe, it would mean Europe being able to shut down 8 coal fired power plants".
My thoughts were how could he possibly know this without actually working on it with a white goods producer. Given the South Korea link you mentioned it doesn't give many other options as to who it could be!
 
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Kylie11

Member
Hey team! This is my second time posting, I’m an avid reader and absolutely love this site!
As a 30 something female with a business and two young kids, life is chaos and I love to check in here regularly - although I feel like I’m cheating time using all your hard work to update my knowledge on the beloved Brainchip!

Point of my post? Just a thank you really, and the above mentioned about myself to showcase the diversity we have within the TSE viewers! (The wine may influence the decision to write as well 🤣)

From the knowledge, research, the F word and the banter - what a unit we have! Thanks to the many contributors that help people like myself back in the investment made, and give us positivity when the ASX is low. If we make it to a $$$ party I’m definitely shouting a round for the efforts!
 
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I'm not suggesting this is Akida but an interesting one to keep an eye on may be Cisco Meraki (Meraki was bought by Cisco ~10 years ago). They are releasing smart camera products this year (MV Range which comes with MV sense) which do machine learning on device, as well as air sensors which can monitor humidity, noise and VOC's. Keep in mind that the first generation of the MV cameras looks to have been capable of on device machine learning so may not be anything to see here.

It's interesting that the VOC sensor has a sample time which aligns with the new Renesas ZMOD4410 gen 2 sensor (as suggested by others on here which could contain Akida).

It's also interesting to keep in mind because the mention of surveillance cameras has been mentioned multiple times in recent years by Brainchip staff, as well as industrial safety applications. I don't think I've seen a suitable candidate for this application posted recently.

I'm not sure and this could go either way, but I figured I'd post this in case others go looking and raise questions.

Mar 15, 2022 08:00am

Cisco Meraki is joining forces with Cogniac, an enterprise-class artificial intelligence provider, to deliver AI-powered computer vision applications for Meraki’s MV smart cameras. Cogniac’s AI-powered platform will enhance the video analytics capabilities of Meraki’s MV Series smart cameras.

The partnership will help Meraki and Cogniac’s enterprise customers build smarter, more automated spaces without the need for new infrastructure.

Meraki uses its MV smart cameras and environmental sensors to power thousands of smart spaces. The smart cameras can detect objects and movements within a frame by using high-definition video and machine learning-based analytics. New features and firmware updates are easily configured through Meraki’s web-based dashboard.

Meraki will add support for custom computer vision (CV) models on second-generation MV smart cameras with MV Sense, which is the software-to-software interface for MV devices. By deploying custom AI models on-camera, Meraki customers can leverage the device’s edge computing power and simplified architecture to address unique business problems and better solve existing use cases.


Use cases can range from quality control at restaurants, to manufacturers ensuring that warehouse workers are outfitted with personal protective equipment (PPE).

Meraki is also introducing two new sensor models, the MT14 and MT30
. The MT14 is an indoor quality sensor, providing insight into overall air conditions to improve the comfort and safety of the workplace. It measures components such as humidity, noise levels and total volatile organic compounds (TVOCs). The MT30 is a smart automation button designed to streamline common tasks or trigger specific actions, such as alerting employees when a customer requests assistance or controlling office lighting to decrease energy consumption.

Both sensors will be available for order starting April 12.

Cisco Meraki MT14 air quality sensor

1662790719911.png
1662793907384.png



Renesas ZMOD4410 sample time of 90 seconds aligns to the 90 second TVOC sample time listed above if using for ultra low power option:
1662790172709.png


New MV Camera details:
1662791952981.png


Description of first gen MV cameras from 2018:
1662792636486.png

1662792698426.png


Renesas are a Cisco supplier:
TOKYO, Japan, October 20, 2015 — Renesas Electronics Corporation (TSE: 6723), a premier supplier of advanced semiconductor solutions, today announced that it has received the 2015 Excellence in Quality award from Cisco®.


Combine with this Renesas job advertisement, which indicates they may be working together for other applications:

Network Engineer​

Renesas ElectronicsTampa, FL
  • Renesas is one of the top global semiconductor companies in the world.
  • ........
  • Experience with Cisco/Meraki wireless LAN hardware, configuration, security, and support aspects within an enterprise environment.
 

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TopCat

Regular
A bit more info on the research paper I came across. The research was carried out in Zurich which I also happens to get a mention on Brainchips website.

Neuromorphic chip detects high-frequency oscillations

Neuromorphic engineering is a promising new approach that bridges the gap between artificial and natural intelligence. An interdisciplinary research team at the University of Zurich, the ETH Zurich, and the UniversityHospital Zurich has used this approach to develop a chip based on neuromorphic technology that reliably and accurately recognizes complex biosignals. The scientists were able to use this technology to successfully detect previously recorded high-frequency oscillations (HFOs). These specific waves, measured using an intracranial electroencephalogram (iEEG), have proven to be promising biomarkers for identifying the brain tissue that causes epileptic seizures.

Then there’s this;

Research on HFO in epilepsy is conducted at Zentrum für Epileptologie und Epilepsiechirurgie (ZEE), a collaboration of the Department of Neurosurgery with the Swiss Epilepsy Center at Klinik Lengg, the Department of Neurology of the University Hospital Zurich, the University Children’s Hospital Zurich, and the Institute for Neuroinformatics, University and ETH Zurich.

And this from Brainchip website;

For now, neuromorphic engineering is particularly suited to real-time sensory processing. Because this is such a critical area, our package includes two stories, one a report from the field by EE Times Europe Editor-in-Chief Anne-Françoise Pelé exploring vision sensors in mobile phones and production lines. The second is the personal perspective of Tobi Delbrück, one of neuromorphic engineering founder Carver Mead’s PhD students and professor at the Institute of Neuroinformatics in Zurich, Switzerland.
 
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Perhaps

Regular
SoundHound are helping LG to develop its in-vehicle infotainment systems. It says here that their voice control system works without a cloud connection. I wonder how it does that?



View attachment 16282





That's the nature of Edge AI, on device processing, you don't need Brainchip to do so, many solutions available.
 

Quiltman

Regular
The WANCA factor is still very prevalent. Listen to these WANCA's (Claudia "Kit" Walker and Rob Shears) talk about BRN



Unlike FF, I did listen to this ... why I have no idea.

Kochie laughing at the word " neuromorphic " in a manner that suggests any application of such witchcraft is as plausible as UFO's landing on George St is such a sad indictment on this entertainment show and level of "research" undertaken as to warrant any comments made by so called "experts" worthy only as scuttlebutt. Rant over.

Some interesting historical predictions of so called "experts" ... a couple of tech calls below ... I believe that the so called WANCA's may be added to this list in the future ... time will tell !

Netflix Overvalued

Tech stocks have long puzzled analysts and investors, as a number can trade at absurd price-to-earnings multiples and still continue to climb. That, among other things, prompted Paul La Monica to call out NFLX back in 2003, as he took a dive behind the company and warned investors of not picking a stock simply because “it’s cool,” as La Monica worried about it trading at 200-times earnings (which it still does today). At the time, Blockbuster was still a viable company and La Monica warned that its upcoming service “Filmcaddy” could take a bite out of Netflix and its earnings, along with Wal-Mart’s DVD service.

All to no avail. At the time La Monica wrote of his dissent, NFLX was trading at $10.98 per share; the stock is now trading above $300 per share, a gain of over 4,000%. And let’s not even mention NFLX’s all-time high cracked $450 per share.

The Internet Will Have No Impact on Investing – Paul Krugman

In 1988, Long before his days as a Nobel Prize-winning economist, Krugman made a bold statement concerning the internet. Specifically, Krugman thought that the internet would have no greater economic impact than the fax machine adding:

“As the rate of technological change in computing slows, the number of jobs for IT specialists will decelerate, then actually turn down; ten years from now, the phrase information economy will sound silly.”

He attributed this theory to Metcalfe’s law, which states that the number of potential connections in a network is proportional to the square of the number of participants. Krugman would go on to win the Nobel Prize in 2008 and the internet would go on to revolutionize the investing industry and become one the most significant technological developments the financial world has ever seen.

Naysaying the Google IPO

There are plenty of IPOs that investors wish they could have purchased, with Google (GOOGL) being one of the biggest hindsight regrets. Whitney Tilson may have the most regret, as he penned a 2004 article trashing the tech IPO, saying that leading search engines will likely not be able to maintain their market share:

“I believe that it is virtually certain that Google’s stock will be highly disappointing to investors foolish enough to participate in its overhyped offering — you can hold me to that.”

Since GOOGL’s first close (when it was just GOOG) the stock has been one of the most relentless tech companies of the past decade, with a virtual stranglehold on the search engine industry as well as numerous other business ventures. We are, however, still waiting on the company to pay a dividend.
 
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wilzy123

Founding Member
Unlike FF, I did listen to this ... why I have no idea.

Kochie laughing at the word " neuromorphic " in a manner that suggests any application of such witchcraft is as plausible as UFO's landing on George St is such a sad indictment on this entertainment show and level of "research" undertaken as to warrant any comments made by so called "experts" worthy only as scuttlebutt. Rant over.

Some interesting historical predictions of so called "experts" ... a couple of tech calls below ... I believe that the so called WANCA's may be added to this list in the future ... time will tell !

Netflix Overvalued

Tech stocks have long puzzled analysts and investors, as a number can trade at absurd price-to-earnings multiples and still continue to climb. That, among other things, prompted Paul La Monica to call out NFLX back in 2003, as he took a dive behind the company and warned investors of not picking a stock simply because “it’s cool,” as La Monica worried about it trading at 200-times earnings (which it still does today). At the time, Blockbuster was still a viable company and La Monica warned that its upcoming service “Filmcaddy” could take a bite out of Netflix and its earnings, along with Wal-Mart’s DVD service.

All to no avail. At the time La Monica wrote of his dissent, NFLX was trading at $10.98 per share; the stock is now trading above $300 per share, a gain of over 4,000%. And let’s not even mention NFLX’s all-time high cracked $450 per share.

The Internet Will Have No Impact on Investing – Paul Krugman

In 1988, Long before his days as a Nobel Prize-winning economist, Krugman made a bold statement concerning the internet. Specifically, Krugman thought that the internet would have no greater economic impact than the fax machine adding:

“As the rate of technological change in computing slows, the number of jobs for IT specialists will decelerate, then actually turn down; ten years from now, the phrase information economy will sound silly.”

He attributed this theory to Metcalfe’s law, which states that the number of potential connections in a network is proportional to the square of the number of participants. Krugman would go on to win the Nobel Prize in 2008 and the internet would go on to revolutionize the investing industry and become one the most significant technological developments the financial world has ever seen.

Naysaying the Google IPO

There are plenty of IPOs that investors wish they could have purchased, with Google (GOOGL) being one of the biggest hindsight regrets. Whitney Tilson may have the most regret, as he penned a 2004 article trashing the tech IPO, saying that leading search engines will likely not be able to maintain their market share:

“I believe that it is virtually certain that Google’s stock will be highly disappointing to investors foolish enough to participate in its overhyped offering — you can hold me to that.”

Since GOOGL’s first close (when it was just GOOG) the stock has been one of the most relentless tech companies of the past decade, with a virtual stranglehold on the search engine industry as well as numerous other business ventures. We are, however, still waiting on the company to pay a dividend.

Kochie spoke like he just had an aneurysm. Could hardly string any words together and really lowered the already low integrity of this podcast. It seems they let anyone/nobodies commentate on that podcast.... really inconsistent quality (i.e. ranging from incomprehensible to shit).
 
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Diogenese

Top 20
I'm not suggesting this is Akida but an interesting one to keep an eye on may be Cisco Meraki (Meraki was bought by Cisco ~10 years ago). They are releasing smart camera products this year (MV Range which comes with MV sense) which do machine learning on device, as well as air sensors which can monitor humidity, noise and VOC's. Keep in mind that the first generation of the MV cameras looks to have been capable of on device machine learning so may not be anything to see here.

It's interesting that the VOC sensor has a sample time which aligns with the new Renesas ZMOD4410 gen 2 sensor (as suggested by others on here which could contain Akida).

It's also interesting to keep in mind because the mention of surveillance cameras has been mentioned multiple times in recent years by Brainchip staff, as well as industrial safety applications. I don't think I've seen a suitable candidate for this application posted recently.

I'm not sure and this could go either way, but I figured I'd post this in case others go looking and raise questions.

Mar 15, 2022 08:00am

Cisco Meraki is joining forces with Cogniac, an enterprise-class artificial intelligence provider, to deliver AI-powered computer vision applications for Meraki’s MV smart cameras. Cogniac’s AI-powered platform will enhance the video analytics capabilities of Meraki’s MV Series smart cameras.

The partnership will help Meraki and Cogniac’s enterprise customers build smarter, more automated spaces without the need for new infrastructure.

Meraki uses its MV smart cameras and environmental sensors to power thousands of smart spaces. The smart cameras can detect objects and movements within a frame by using high-definition video and machine learning-based analytics. New features and firmware updates are easily configured through Meraki’s web-based dashboard.

Meraki will add support for custom computer vision (CV) models on second-generation MV smart cameras with MV Sense, which is the software-to-software interface for MV devices. By deploying custom AI models on-camera, Meraki customers can leverage the device’s edge computing power and simplified architecture to address unique business problems and better solve existing use cases.


Use cases can range from quality control at restaurants, to manufacturers ensuring that warehouse workers are outfitted with personal protective equipment (PPE).

Meraki is also introducing two new sensor models, the MT14 and MT30
. The MT14 is an indoor quality sensor, providing insight into overall air conditions to improve the comfort and safety of the workplace. It measures components such as humidity, noise levels and total volatile organic compounds (TVOCs). The MT30 is a smart automation button designed to streamline common tasks or trigger specific actions, such as alerting employees when a customer requests assistance or controlling office lighting to decrease energy consumption.

Both sensors will be available for order starting April 12.

Cisco Meraki MT14 air quality sensor

View attachment 16292 View attachment 16301


Renesas ZMOD4410 sample time of 90 seconds aligns to the 90 second TVOC sample time listed above if using for ultra low power option:
View attachment 16288

New MV Camera details:
View attachment 16297

Description of first gen MV cameras from 2018:
View attachment 16299
View attachment 16300

Renesas are a Cisco supplier:
TOKYO, Japan, October 20, 2015 — Renesas Electronics Corporation (TSE: 6723), a premier supplier of advanced semiconductor solutions, today announced that it has received the 2015 Excellence in Quality award from Cisco®.


Combine with this Renesas job advertisement, which indicates they may be working together for other applications:

Network Engineer​

Renesas ElectronicsTampa, FL
  • Renesas is one of the top global semiconductor companies in the world.
  • ........
  • Experience with Cisco/Meraki wireless LAN hardware, configuration, security, and support aspects within an enterprise environment.
Hi IDD,

I think the imperative to use Akida is diminished by each of the following:
Available mains power;
Non-time-critical;
Low data volumes and data rates.

The corollary of course being:
Battery powered;
Time critical;
Large volumes of data/high data rates;

where Akida is the best choice.

So, for things like EVs, mobile phones, laptops, wireless monitors, Akida is the most practical answer.

On the other hand, supermarket checkout stations, white goods, maybe even vibration monitors, and the like can get by without Akida. That's not to say that Akida is not the best solution for those applications, just that an inferior solution could provide a workable solution.

These things can run as software on on CPUs, GPUs, MCUs, or even using analog SNNs where accuracy is not at a premium.

That said, I hope that Akida will be so ubiquitous that it will be so cost effective as, to coin an oxymoron, to make Akida a no-brainer.

So, just at the moment, while there may be obvious use cases for Akida, until we have confirmation from BrainChip, I try to suppress my enthusiasm.
 
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Diogenese

Top 20
Unlike FF, I did listen to this ... why I have no idea.

Kochie laughing at the word " neuromorphic " in a manner that suggests any application of such witchcraft is as plausible as UFO's landing on George St is such a sad indictment on this entertainment show and level of "research" undertaken as to warrant any comments made by so called "experts" worthy only as scuttlebutt. Rant over.

Some interesting historical predictions of so called "experts" ... a couple of tech calls below ... I believe that the so called WANCA's may be added to this list in the future ... time will tell !

Netflix Overvalued

Tech stocks have long puzzled analysts and investors, as a number can trade at absurd price-to-earnings multiples and still continue to climb. That, among other things, prompted Paul La Monica to call out NFLX back in 2003, as he took a dive behind the company and warned investors of not picking a stock simply because “it’s cool,” as La Monica worried about it trading at 200-times earnings (which it still does today). At the time, Blockbuster was still a viable company and La Monica warned that its upcoming service “Filmcaddy” could take a bite out of Netflix and its earnings, along with Wal-Mart’s DVD service.

All to no avail. At the time La Monica wrote of his dissent, NFLX was trading at $10.98 per share; the stock is now trading above $300 per share, a gain of over 4,000%. And let’s not even mention NFLX’s all-time high cracked $450 per share.

The Internet Will Have No Impact on Investing – Paul Krugman

In 1988, Long before his days as a Nobel Prize-winning economist, Krugman made a bold statement concerning the internet. Specifically, Krugman thought that the internet would have no greater economic impact than the fax machine adding:

“As the rate of technological change in computing slows, the number of jobs for IT specialists will decelerate, then actually turn down; ten years from now, the phrase information economy will sound silly.”

He attributed this theory to Metcalfe’s law, which states that the number of potential connections in a network is proportional to the square of the number of participants. Krugman would go on to win the Nobel Prize in 2008 and the internet would go on to revolutionize the investing industry and become one the most significant technological developments the financial world has ever seen.

Naysaying the Google IPO

There are plenty of IPOs that investors wish they could have purchased, with Google (GOOGL) being one of the biggest hindsight regrets. Whitney Tilson may have the most regret, as he penned a 2004 article trashing the tech IPO, saying that leading search engines will likely not be able to maintain their market share:

“I believe that it is virtually certain that Google’s stock will be highly disappointing to investors foolish enough to participate in its overhyped offering — you can hold me to that.”

Since GOOGL’s first close (when it was just GOOG) the stock has been one of the most relentless tech companies of the past decade, with a virtual stranglehold on the search engine industry as well as numerous other business ventures. We are, however, still waiting on the company to pay a dividend.
Paul Who?
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
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wilzy123

Founding Member
Kochie spoke like he just had an aneurysm. Could hardly string any words together and really lowered the already low integrity of this podcast. It seems they let anyone/nobodies commentate on that podcast.... really inconsistent quality (i.e. ranging from incomprehensible to shit).

This is the WANCA's on the call

 
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Dozzaman1977

Regular
On the Bosch website under new products is this sensor with AI, the use cases sound familar. Not saying akida IP is inside but i have my fingers crossed!!!!!
1662800587366.png
1662800659544.png
 

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