BRN Discussion Ongoing

[Steve10]

4.6 billion sensors in 2027.

Is it reasonable to expect that Valeo, ARM, SiFive, Renesas, MegaChips, Prophesee, nViso, Edge Impulse, NASA, ISL, Intellisense and Numen will capture 10 percent or more of this market which is 460 million sensors being made smart with neuromorphic edge computing.

460 million times 10 cents is $US46 million

460 million times 50 cents is $US230 million

Perhaps some might think 10% is far too conservative for these 12 companies to capture.

If they capture 40% of this market then these numbers jump to $US184 million to $US920 million.

Silly me I left out Mercedes Benz automotive sensor applications.

My opinion only DYOR
FF

AKIDA BALLISTA

Appears 5G IoT will have 159% CAGR from 2021-2025.

 

[DaBenjamins]

I know we've spoken about 'Gaming', but anyone notice its highlighted in list of applications mentioned in the latest Brainchip video. All the other apps seem to have some general infrastructure, machinery link, however Gaming seems to be a bit of an outlier and more specific that IOT, also mentioned.

Interesting in the context of Megachips/Nintendo. New Switch 2 console tipped to be released 2024.

Video again. Giddy-up.

BrainChip demonstrates Regression Analysis with Vibration Sensors​

 

[JK200SX]

Sorry I am not either but the full article was posted by someone else here so we must have someone else amongst the 1,000 Eyes who can assist with Stocks Down Under.
Regards
FF

AKIDA BALLISTA

How to benefit from BrainChip’s breathtaking potential in 2022

In this article we’ll look at what is driving BrainChip’s share price and how you can play this high-potential stock from a technical analysis point of view in a volatile share market.

stocksdownunder.com

 

[JK200SX]

Love the Fools tone in this one......

"Popular tech share BrainChip Holdings Ltd (ASX: BRN) has all the hallmarks of being a 10-bagger.
The company is the worldwide leader in edge artificial intelligence (AI) on-chip processing and learning.
Its first-to-market neuromorphic processor, Akida, mimics the human brain to meet the complex demands of edge devices.
Some of BrainChip’s clients include major automobile company Mercedes and United States aerospace giant NASA."

Have BrainChip shares been a good investment so far in 2022?

BrainChip Holdings Ltd (ASX: BRN) shares have been up and about in 2022. Here's how the share price has performed so far.

www.fool.com.au

 

[TheFunkMachine]

https://www.eetimes.eu/neuromorphic-computing-will-revolutionize-the-edge/
Article posted by edge impulse. Hinting to Akida here?

 

[Diogenese]

Love the Fools tone in this one......

"Popular tech share BrainChip Holdings Ltd (ASX: BRN) has all the hallmarks of being a 10-bagger.
The company is the worldwide leader in edge artificial intelligence (AI) on-chip processing and learning.
Its first-to-market neuromorphic processor, Akida, mimics the human brain to meet the complex demands of edge devices.
Some of BrainChip’s clients include major automobile company Mercedes and United States aerospace giant NASA."

Have BrainChip shares been a good investment so far in 2022?

BrainChip Holdings Ltd (ASX: BRN) shares have been up and about in 2022. Here's how the share price has performed so far.

www.fool.com.au

How come we never get past number 6 on Scott Phillips' list?

Does this bullishness betoken the end of the shorts?

 

[Fact Finder]

Love the Fools tone in this one......

"Popular tech share BrainChip Holdings Ltd (ASX: BRN) has all the hallmarks of being a 10-bagger.
The company is the worldwide leader in edge artificial intelligence (AI) on-chip processing and learning.
Its first-to-market neuromorphic processor, Akida, mimics the human brain to meet the complex demands of edge devices.
Some of BrainChip’s clients include major automobile company Mercedes and United States aerospace giant NASA."

Have BrainChip shares been a good investment so far in 2022?

BrainChip Holdings Ltd (ASX: BRN) shares have been up and about in 2022. Here's how the share price has performed so far.

www.fool.com.au

Brainchip now looking likely to maintain the sixth best pick by Motley Fool for the balance of 2022. The impressive nature of this performance cannot be overstated and may well constitute a record for any ASX listed company:

“Before you consider Brainchip Holdings Limited, you'll want to hear this. Motley Fool Investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now”

My opinion only DYOR
FF


AKIDA BALLISTA

 

[Jumpchooks]

And of course there might be other companies in the 8 to 10 yet to be exposed NDA EAP customers who work in the edge sensor space covering agriculture, industrial robotics, aviation, mining, health delivery, drones and before you pick me up on it I left out Biotome and Leaky Gut Belt.

My opinion only but even 40% might be seen as conservative so DYOR
FF

AKIDA BALLISTA

Maybe Resapp Health too?

Home - ResApp Health

www.resapphealth.com.au

 

[Learning]

How come we never get past number 6 on Scott Phillips' list?

Does this bullishness betoken the end of the shorts?

Or the Fools are losing money on their short positions.

Now they need to go long to recuperate their lost.

It's great to be a shareholder 🏖

 

[Deadpool]

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.

Hey man, had a listen to this today, what can you say about the ignorant. Walker and the other WANCA have got their one eyed view on how a company is valued, and that's fine, but to be so blasé and shamefully ignorant in what BRN has accomplished (and where only getting started) and to almost say that the company is dishonest is a downright travesty, what a pack of pricks. And David Koch, what a complete ignoramus tool. He's known in our household as the vibrator with flat battery's, he's had his fun and should probably just be left in the bottom draw, to be someday discreetly put in the bin.

 

[rgupta]

Love the Fools tone in this one......

"Popular tech share BrainChip Holdings Ltd (ASX: BRN) has all the hallmarks of being a 10-bagger.
The company is the worldwide leader in edge artificial intelligence (AI) on-chip processing and learning.
Its first-to-market neuromorphic processor, Akida, mimics the human brain to meet the complex demands of edge devices.
Some of BrainChip’s clients include major automobile company Mercedes and United States aerospace giant NASA."

Have BrainChip shares been a good investment so far in 2022?

BrainChip Holdings Ltd (ASX: BRN) shares have been up and about in 2022. Here's how the share price has performed so far.

www.fool.com.au

Fool is only making fool of new investors. Last year they were saying brn will take ages to get back into ninties, then we have a rally in January and again fool was not bullish.
But on the whole I don't believe on them. I used their paid membership as well as you will not believe what a crap is that.
So they are definitely make fool of others, any one investing on their advise is a fool.
I am not saying here that brainchip is not a good company but I don't care what fool is saying about us.
DYOR

 

[Steve10]

Some US CPI insights.

About 1/3 of US CPI is shelter or home rental cost.

Shelter CPI was 1% MOM in July = 12% pa x 32.39% = 3.8868% contribution to July's 8.5% CPI. It has reduced to 0.5% MOM in August = 6% pa x 32.39% = 1.9434% thus 1.9434% lower than July CPI.

Energy contributed 7.54% to July's 8.5% CPI = 0.6409%. It has reduced 10% MOM in August = 0.57681% thus -0.064% lower than July CPI.

Food contributed 13.99% to July's 8.5% CPI = 1.18915%. It has increased 10% MOM in August = 1.308% thus +0.119% higher than July CPI.

8.5% July CPI - 1.94% shelter - 0.064% energy + 0.119% food = 6.615% if the remaining items in CPI basket remain fixed.

Analysts are forecasting 8.1-8.2%. I think it may come in with a 7 in front & could even surprise to the downside with a 6 in front due to shelter.

Our national rent index increased by 0.5 percent month-over-month in August, one-half the increase we saw last month (1.0 percent in July 2022) and one-fifth the increase we saw last year (2.5 percent in August 2021). Not only is rent growth decelerating, it is decelerating when we historically expect it to.

https://www.apartmentlist.com/research/national-rent-data

USD is declining but bond yields remain high for a sustainable rally for now.

ASX XTX (Tech Index) chart looking very good. Price above 20MA which is above 50MA which is above 100MA. There will be a pivotal moment this week with 200MA above acting as resistance around the 2,350 level. Around 2,306 level will be a double top so there's just enough room to clear the August top prior to hitting the 200MA above. During August sell off the ASX XTX index retraced to 38.2% Fib level which is a good sign. Low US CPI & rally above the 200MA will result in higher probability of a sustainable rally higher. BRN SP is correlated to the ASX XTX index. Big green ASX XTX days = big green BRN days. It's like the Nasdaq of the ASX.

Hopefully get a favourable US CPI number tomorrow night. ASX XTX chart is all set up for a rally. Has 50MA & 100MA underneath for support. If it get's the 200MA underneath as well there will be more likelihood of a market trend change.

 

[Learning]

Some US CPI insights.

About 1/3 of US CPI is shelter or home rental cost.

View attachment 16453

Shelter CPI was 1% MOM in July = 12% pa x 32.39% = 3.8868% contribution to July's 8.5% CPI. It has reduced to 0.5% MOM in August = 6% pa x 32.39% = 1.9434% thus 1.9434% lower than July CPI.

Energy contributed 7.54% to July's 8.5% CPI = 0.6409%. It has reduced 10% MOM in August = 0.57681% thus -0.064% lower than July CPI.

Food contributed 13.99% to July's 8.5% CPI = 1.18915%. It has increased 10% MOM in August = 1.308% thus +0.119% higher than July CPI.

8.5% July CPI - 1.94% shelter - 0.064% energy + 0.119% food = 6.615% if the remaining items in CPI basket remain fixed.

Analysts are forecasting 8.1-8.2%. I think it may come in with a 7 in front & could even surprise to the downside with a 6 in front due to shelter.

View attachment 16454
Our national rent index increased by 0.5 percent month-over-month in August, one-half the increase we saw last month (1.0 percent in July 2022) and one-fifth the increase we saw last year (2.5 percent in August 2021). Not only is rent growth decelerating, it is decelerating when we historically expect it to.

https://www.apartmentlist.com/research/national-rent-data

USD is declining but bond yields remain high for a sustainable rally for now.

ASX XTX (Tech Index) chart looking very good. Price above 20MA which is above 50MA which is above 100MA. There will be a pivotal moment this week with 200MA above acting as resistance around the 2,350 level. Around 2,306 level will be a double top so there's just enough room to clear the August top prior to hitting the 200MA above. During August sell off the ASX XTX index retraced to 38.2% Fib level which is a good sign. Low US CPI & rally above the 200MA will result in higher probability of a sustainable rally higher. BRN SP is correlated to the ASX XTX index. Big green ASX XTX days = big green BRN days. It's like the Nasdaq of the ASX.

Hopefully get a favourable US CPI number tomorrow night. ASX XTX chart is all set up for a rally. Has 50MA & 100MA underneath for support. If it get's the 200MA underneath as well there will be more likelihood of a market trend change.

Thanks Steve10,

For the insight, good to learn about the macro economic environment also, as an shares investor.

Learning.

 

[Fullmoonfever]

How funny is this...surfing for Akida military, DOD etc to see what turned up and this paper from 2013 pops up.

Check the name and the author affiliations

Close but no cigar unfortunately

AKITA: Application Knowledge Interface to Algorithms

We propose a methodology for using sensor metadata and targeted preprocessing to optimize which selection from a large suite of algorithms are most appropriate for a given data set. Rather than applying several general purpose algorithms or requiring a human operator to oversee the analysis of...

www.spiedigitallibrary.org

 

[Bravo]

Weird! Researchers in China have developed a neuromorphic chip that sounds just like Akida???

The article states “The researchers found the mechanical cat quite capable of chasing the mouse while avoiding obstacles. It also was able to catch the mouse. Tianjicat used just over 50% less power than an identical NVIDIA chip-based robot. And they also found that their neuromorphic chip-based robot had markedly reduced latency—79 times less than the NVIDIA based system, allowing the robot to make decisions much faster.”

Neuromorphic chip dramatically reduces power requirements for rolling robot

A team of researchers at Tsinghua University's Center for Brain-Inspired Computing Research in Beijing, China, has developed a neuromorphic chip that can reduce the power consumption of a cat-and-mouse-type rolling robot by approximately half, compared to a conventional NVIDIA chip designed for...

techxplore.com

​

 

[DingoBorat]

Hey man, had a listen to this today, what can you say about the ignorant. Walker and the other WANCA have got their one eyed view on how a company is valued, and that's fine, but to be so blasé and shamefully ignorant in what BRN has accomplished (and where only getting started) and to almost say that the company is dishonest is a downright travesty, what a pack of pricks. And David Koch, what a complete ignoramus tool. He's known in our household as the vibrator with flat battery's, he's had his fun and should probably just be left in the bottom draw, to be someday discreetly put in the bin.

When Wilzy123 said it was Kochie, I didn't think he meant David Koch.. (I always thought it was Koshi)..

I would have thought he was a bit more reputable and intelligent, than that..
He said and I'm paraphrasing..
(mainly just cutting out his umms and arrs).

"apparently it's computing, that learns the functions of your brain and it operates, across one segment"

BrainChip's AKIDA, "learns the functions of your brain"??
Are you kidding me?
I know he said it was above his pay grade, but FFS..
And it "operates across one segment"?? Huh??

For someone who likes to paint himself as some kind of financial guru..

That is just poor form..

And Claude "Kit" Walker, is a long time detractor of BRN, he used to often post dribble, at the other place..

 

[cosors]

Hi tls,

Back on the farm, we used to count the legs and divide by four.

This is a proof-of-concept arrangement, so not optimized for commercial exploitation. It is at this stage an algorithm running in Raspberry Pi.

The heat sink indicates the processor is generating a bit of heat. I'm not sure if they could dispense with the heat sink if they had Akida, but they could use a smaller one, which would lighten the load for the drone, and, as we know, Akida would extend the battery charge.

Apparently Edge impulse does a lot of this proof-of-concept modelling:

https://www.edgeimpulse.com/blog/getting-more-cycles-per-second-with-fomo

Note that this system does not appear to have one-shot learning, and needs a significant training database.

Basically they are using Edge Impulse's FOMO (Faster Objects, More Objects) algorithm:

https://www.edgeimpulse.com/blog/announcing-fomo-faster-objects-more-objects

It appears that there are synergies in using FOMO and Akida.

I hadn't previously looked into EI's FOMO, but the above link provides an excellent introduction, and the synergies become apparent.

FOMO uses a form of CNN and has significant limitations.

FOMO uses a form of CNN and has significant limitations.

Maybe EI will win a prize for FOMO at the Vision trade fair in Stuttgart. Last time Prophesee won (https://www.imveurope.com/analysis-opinion/neuromorphic-pioneer-recognised-vision-stuttgart).

"Trend topics and innovations in focus
The vision presents the lecture program​

11. September 2022
3 minutes reading time

At the Industrial Vision Days, visitors can expect visionaries from the image processing industry
Photo: Landesmesse Stuttgart

The image processing industry is developing dynamically and is becoming increasingly important. Innovative products are constantly conquering new markets and offering solutions for different industries.
Trending topics and innovations in the image processing industry will be presented and discussed at the Vision from October 4th to 6th, 2022 in Stuttgart. Special highlights in this context are the Industrial Vision Days and the award ceremony.
The Industrial Vision Days are organized by VDMA Machine Vision together with Messe Stuttgart. The focus of the forum: Visionaries from the image processing industry.
Mark Williamson, Chairman of the VDMA Machine Vision department: "The Industrial Vision Days will again offer many exciting lectures from all areas of image processing, be it camera technology, robot vision and 3D vision, software and AI, optics and lighting, hyperspectral image processing, image processing standards and new applications. The approximately 50 company presentations, 16 start-up pitches and the presentations of the five finalists of the Vision Award show how innovative the image processing industry is. A look at the Industrial Vision Days program makes it clear that deep learning is still the hot topic. Many of the start-up pitches promise an innovative leap through deep learning. I'm excited and will be happy to be convinced as a jury member in the three start-up pitch sessions."
The forum is an important stage for the participating companies. They have the opportunity to present groundbreaking innovations in front of a large specialist audience.
Martin Grzymek, Director Sales Europe at Teledyne GmbH - Dalsa Division, underlines the high relevance of the Industrial Vision Days: "The Industrial Vision Days are an indispensable platform that enables Teledyne to establish personal contacts with users. In short, a very welcome opportunity for us to present the latest developments and learn from users how their demanding applications are driving innovation in machine vision.”
The lecture program of the Industrial Vision Days is already complete available online.
An important part of the program is the Vision Award, which will again be presented on the forum stage. For the 25th time, the best innovations in the field of image processing will be chosen this year. “We received a total of 61 submissions. This corresponds to an increase of almost 40 percent compared to the previous year. That's an impressive number," says Florian Niethammer, Head of Trade Fairs and Events at Messe Stuttgart.
The award jury drew up a shortlist of the most interesting developments from all submissions. “The trend topics of image processing were found among the submissions for the 2022 award: embedded vision, artificial intelligence, components, vision toolboxes as well as algorithmic and application-specific work. The high quality of the submissions this year deserves special mention. As a result, the five companies Brighter AI Technologies GmbH, Edge Impulse, Kitov.ai, Saccade Vision Ltd. and SWIR Vision Systems Inc. will present their innovations live at the Vision,” summarizes Christian Ripperda, Managing Director of Interroll Innovation GmbH and a member of the jury for the award."
https://epp.industrie.de/events-termine/die-vision-praesentiert-das-vortragsprogramm/



"By Mihajlo Raljic, Edge Impulse
Description of the innovation:
A new machine learning technique developed by researchers at Edge Impulse, a platform for creating ML models for the edge, makes it possible to run real-time object detection on devices with very small computation and memory capacity. Called Faster Objects, More Objects (FOMO), the new deep learning architecture can unlock new computer vision applications.

Most object-detection deep learning models have memory and computation requirements that are beyond the capacity of small processors. FOMO, on the other hand, only requires several hundred kilobytes of memory, which makes it a great technique for TinyML, a subfield of machine learning focused on running ML models on microcontrollers and other memory-constrained devices that have limited or no internet connectivity. TinyML has made great progress in image classification, where the machine learning model must only predict the presence of a certain type of object in an image. On the other hand, object detection requires the model to identify more than object as well as the bounding box of each instance. Image classification is very useful for many applications. For example, a security camera can use TinyML image classification to determine whether there's a person in the frame or not. However, much more can be done.

Technical details and advantages of the innovation:​

...
...
...

When will the innovation be available?​

already available"

https://www.messe-stuttgart.de/visi...ortlist-der-besten-einreichungen#edge-impulse

 

[cosors]

How funny is this...surfing for Akida military, DOD etc to see what turned up and this paper from 2013 pops up.

Check the name and the author affiliations

Close but no cigar unfortunately

View attachment 16458

AKITA: Application Knowledge Interface to Algorithms

We propose a methodology for using sensor metadata and targeted preprocessing to optimize which selection from a large suite of algorithms are most appropriate for a given data set. Rather than applying several general purpose algorithms or requiring a human operator to oversee the analysis of...

www.spiedigitallibrary.org

Bravo also stumbled across something like this before (Alkita Elpida).
At the time I found out: There is an Akita prefecture and an Akita city and an Elpida subsidiary of Micron.
Maybe this is what is meant here again?

 

[MDhere]

When Wilzy123 said it was Kochie, I didn't think he meant David Koch.. (I always thought it was Koshi)..

View attachment 16459

I would have thought he was a bit more reputable and intelligent, than that..
He said and I'm paraphrasing..
(mainly just cutting out his umms and arrs).

"apparently it's computing, that learns the functions of your brain and it operates, across one segment"

BrainChip's AKIDA, "learns the functions of your brain"??
Are you kidding me?
I know he said it was above his pay grade, but FFS..
And it "operates across one segment"?? Huh??

For someone who likes to paint himself as some kind of financial guru..

View attachment 16460
That is just poor form..

And Claude "Kit" Walker, is a long time detractor of BRN, he used to often post dribble, at the other place..

Problem there is he is not sitting on a 3 legged stool

 

[Sirod69]

Welcome to the new era of software-defined vehicles.

Driven by more capable SoCs, MCUs and consumer demand, new technology is now readily available for automotive application developers to build next generation vehicle and software architectures.

To accelerate innovation, Arteris has extended its partnership with Arm to enable our mutual customers with greater choice in leading automotive solutions, combining our next-generation Arm Cortex family AE CPUs and Arteris system IP. This will bring the most advanced safety and security capabilities to the automotive market.

As a result, expect more capable ADAS systems, richer driving experiences and greater electrification, with an enhanced developer experience to build your next ride #onArm: https://bit.ly/3Bv3Vhf