BRN Discussion Ongoing

Bravo

If ARM was an arm, BRN would be its biceps💪!
Screen Shot 2022-09-30 at 11.33.53 am.png
 
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Mn2019

Regular
Listen carefully, I will say this only once ...

ISL 20220109
Akida 1000 PCI 20220117
SiFive 20220405
nViso 20220419
ARM 20220501
Edge Impulse 20220515
Prophesee 20220619
BrainChip University 20220816

... but apart from that, what has Brainchip ever done for shareholders?
The Aqueduct?
 
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TasTroy77

Founding Member
A total stab in the dark here, and just a gut feel but I feel that revenue may be down quarter on quarter. And I only say this because last quarter was surprisingly decent but Sean said to expect lumpy revenue.

On the other hand, I hold out hope that revenue will have increased dramatically based on Sean's statement regarding revenue growth exceeding operational cost growth (don't hold me to the exact quote).

So in conclusion, I have no idea what the 4C will bring. :ROFLMAO:
To be honest we all have no idea what the short term revenue will be.
I am happy to wait it out short term revenue, global macro conditions are irrelevant if one is patient with the companies commercialisation.
 
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JK200SX

Regular
We either have a monstrosity of a competitor that has just appeared! Or this is the first dominant signs of our incorporation into all things Amazon. Data centres and edge devices would be the dream.

Would be strange to have such a company on our podcasts if they were about to make an exact replica of our technology.

This is a rather large walking and talking duck. blind freddy.... what's your take????

Well, Louis did say that a number of our NDA's are household names. :)
(and most of the dot joining to date has been with "non-household names....)
 
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Learning

Learning to the Top 🕵‍♂️
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alwaysgreen

Top 20
Well, Louis did say that a number of our NDA's are household names. :)
(and most of the dot joining to date has been with "non-household names....)
I have a theory that a number of the household names under NDA or part of the EAP, have been encouraged by Brainchip to purchase through Renasas and Megachips in order for them to keep their secrets.

If they sign direct with Brainchip, we have to disclose it to the ASX and their competitive advantage is lost.
 
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clip

Regular
Personally not yet convinced it seems more complex than AKIDA and requires too many images.

Anil Mankar’s presentation in the demonstration of one shot learning would make him a difficult subject but with only one shot he is correctly identified.

This Alexa system requires five perfect images from a range of angles.

Why have they dumbed it down?

Why in addition to these five perfect images do they need the data set created from millions of individuals to support its learning?

My opinion only DYOR
FF

AKIDA BALLISTA
Maybe to make it work more reliable. And in case you have a twin
 
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Maybe to make it work more reliable. And in case you have a twin
I would have saved them a lot of time and money all they needed to do was say FF do you have a twin. Answer No. 😂🤣😂🤡
 
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Diogenese

Top 20

Amazon Introduces the New Blink Wired Floodlight Camera and Blink Mini Pan Tilt—Offering Customers Even More Flexibility in Security Coverage and Peace of Mind​


7fce4ceb0fbf3f68fdfa5a7ce6ff68cd

Blink Wired Floodlight Camera uses Amazon’s AZ2 Neural Edge Processor to capture and process videos locally—and starts at just $99.99

New Blink Mini Pan Tilt mount brings additional functionality to the popular Blink Mini, giving customers the ability to pan and tilt their cameras remotely


SEATTLE, September 28, 2022--(BUSINESS WIRE)--Amazon (NASDAQ: AMZN) today introduced two new additions to the Blink family of devices—the new Blink Wired Floodlight Camera and the new Blink Mini Pan Tilt. At just $99.99, the Blink Wired Floodlight Camera includes a smart security camera and powerful LED lighting all in one, streamlined design, and Amazon’s AZ2 silicon to process videos without going to the cloud. The Blink Mini Pan Tilt is a new mount that works with Blink Mini to enable you to see a wider field of view and remotely pan and tilt to follow motion.


"The Blink Wired Floodlight Camera is our first wired floodlight device, and it adds to the existing lineup of easy-to-use, reliable, and affordable security devices that help customers keep an eye on their homes," said Mike Harris, chief operating officer at Blink. "With an all-in-one security and lighting design, and a price below $100, it offers a mix of performance and value that’s hard to beat. Plus, it leverages the intelligence of Amazon silicon, enabling us to offer features such as computer vision and local video processing for the first time."

Blink Wired Floodlight Camera—Advanced Features at an Affordable Price

The Blink Wired Floodlight Camera is designed to offer high performance for those looking for a hardwired security solution in an affordable package. Support for preferred motion detection zones means you can focus on the areas that are most important to you, and new person detection provides the ability to limit motion alert notifications to only when a person is present. Blink Wired Floodlight Camera’s enhanced motion detection features are built on the capabilities provided by Amazon’s AZ2 Neural Edge Processor, which also enables video content to be processed locally on the edge.

The Blink Wired Floodlight Camera provides 2600 lumens of LED lighting, 1080p HD live view, and crisp two-way audio. Setup is easy using an existing wired connection, and you can easily store video clips locally with a Sync Module 2 via a USB flash drive (sold separately). With a Blink Subscription Plan, you can also store video clips and photos in the cloud.

Blink Mini Pan Tilt—Adding New Functionality and Flexibility for Blink Mini

The new Blink Mini Pan Tilt adds a motorized mount to the Blink Mini to help keep an eye on even more of your home. With Mini Pan Tilt, you instantly gain the ability to remotely pan left and right, and tilt up and down, using the Blink app—getting corner-to-corner, 360-degree coverage of any room. If you already have a Blink Mini, you can easily add just the mount via a micro-USB, and you can place it on a table or countertop, or connect via a tri-pod or wall-mount (sold separately) for additional functionality.
AMAZON filed a truckload of patents for image/voice recognition in 2020. They talked about DNN/CNN.

A couple of examples:

This one has "audio modules 320 , video modules 322 , ML models 324 (e.g., using deep neural networks, convolutional networks, etc.)", but it appears that they hadn't heard of SNNs in 2022.

US11218666B1 Enhanced audio and video capture and presentation DNN/CNN

Priorities US202017119074A·2020-12-11

1664503250954.png



[0017] In one or more embodiments, some devices may be equipped with a microphone and/or image capture device (e.g., a camera) to capture audio and/or video of a person. The devices may include a machine learning (ML) model, such as a deep neural network, that may perform image analysis and audio analysis to identify people, faces, gestures, facial expressions, and sounds. Using a combination of audio and video, the ML model may identify specific phonemes represented by the audio and/or video captured by the devices.

[0051] Still referring to FIG. 3, any of the device 302 , the device 304 , the camera 306 , the headset 308 , and/or the facemask 310 may include or be in communication with audio modules 320 , video modules 322 , ML models 324 (e.g., using deep neural networks, convolutional networks, etc.), audio storage 326 , and/or image storage 328
.


This one looks like it is for DOT:

US2022262156A1 ELECTRONIC DEVICE FOR AUTOMATED USER IDENTIFICATION

1664503145665.png


... but not very edgy:

1664503873691.png



[0104] FIG. 7 illustrates an example environment 700 of a materials handling facility 702 that includes the electronic device 104 to capture biometric data of users. In this example, the electronic device 104 generates image data depicting a palm of a user 704 and sends the image data to one or more backend server(s) 706 to be used to enroll the user 704 for use of the user-recognition system.

However, if my memory does not play me false, I recall Amazon saying within a year or so ago that they would be open to using non-home-brand tech for their push to the edge.
 
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Harwig

Regular
I would have saved them a lot of time and money all they needed to do was say FF do you have a twin. Answer No. 😂🤣😂🤡
Maybe a doppelganger?
 
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alwaysgreen

Top 20
Maybe a doppelganger?

Despite knowing it's real meaning, every time I hear the word doppelganger, my brain goes to the gutter as it sounds like it should be a german word for swingers party/orgy!
 
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TechGirl

Founding Member
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krugerrands

Regular
Personally not yet convinced it seems more complex than AKIDA and requires too many images.

Anil Mankar’s presentation in the demonstration of one shot learning would make him a difficult subject but with only one shot he is correctly identified.

This Alexa system requires five perfect images from a range of angles.

Why have they dumbed it down?

Why in addition to these five perfect images do they need the data set created from millions of individuals to support its learning?

My opinion only DYOR
FF

AKIDA BALLISTA

Because it was mentioned that it was a custom ARM chip that piqued my interest.

But as you highlighted, they talk about CNN and from a practical differential the user experience does not match the demonstration of Akida.

The other angle would be revenenue.

This product has been shipping since ~December 2021.
If this was Akida IP, we should have seen license and 6 months worth of product revenue.
 
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AMAZON filed a truckload of patents for image/voice recognition in 2020. They talked about DNN/CNN.

A couple of examples:

This one has "audio modules 320 , video modules 322 , ML models 324 (e.g., using deep neural networks, convolutional networks, etc.)", but it appears that they hadn't heard of SNNs in 2022.

US11218666B1 Enhanced audio and video capture and presentation DNN/CNN

Priorities US202017119074A·2020-12-11

View attachment 17697


[0017] In one or more embodiments, some devices may be equipped with a microphone and/or image capture device (e.g., a camera) to capture audio and/or video of a person. The devices may include a machine learning (ML) model, such as a deep neural network, that may perform image analysis and audio analysis to identify people, faces, gestures, facial expressions, and sounds. Using a combination of audio and video, the ML model may identify specific phonemes represented by the audio and/or video captured by the devices.

[0051] Still referring to FIG. 3, any of the device 302 , the device 304 , the camera 306 , the headset 308 , and/or the facemask 310 may include or be in communication with audio modules 320 , video modules 322 , ML models 324 (e.g., using deep neural networks, convolutional networks, etc.), audio storage 326 , and/or image storage 328
.


This one looks like it is for DOT:

US2022262156A1 ELECTRONIC DEVICE FOR AUTOMATED USER IDENTIFICATION

View attachment 17696

... but not very edgy:

View attachment 17698


[0104] FIG. 7 illustrates an example environment 700 of a materials handling facility 702 that includes the electronic device 104 to capture biometric data of users. In this example, the electronic device 104 generates image data depicting a palm of a user 704 and sends the image data to one or more backend server(s) 706 to be used to enroll the user 704 for use of the user-recognition system.

However, if my memory does not play me false, I recall Amazon saying within a year or so ago that they would be open to using non-home-brand tech for their push to the edge.
Who needs down rampers when we have Fact Finder and @Diogenese

If this helps all those who are lying desolate on the kitchen floor pleading for someone to kill them I can say this, in one of my very robust debates with Brainchip over my differing view as to how they might disclose more information without falling foul of the ASX I received the response that in relation to one of the NDA's that any disclosure would be 'devastating for the company and its shareholders' and as such they would continue with an absolute no risk approach.

Where does this take me well to two publicly stated facts:

1. The former CEO Mr. Dinardo stated that the NDA's were with Fortune 500 and Household Named companies - as a retired lawyer the significance of this statement is clear. If there was ever a class action by shareholders this is such an easily proven lie if it were to be a lie that only a complete fool would make the statement and Mr. Dinardo is anything but a fool.

2. Ken Scarince the CFO in his German Investor presentation made the point that one of the companies was adamant about its desire for secrecy and would not tolerate any breach - the same legal issue arises as there would be a documentary trail covering such interactions and Board minutes and again Ken Scarince is nobodies fool and in my assessment over a number of years now completely trustworthy.

So putting these all together I have significant confidence that one day a company like Amazon, Apple, Google, Facebook (Meta), IBM, Intel, Nvidia etc will reveal itself but that at the point of the reveal the current CEO Sean Hehir's request for shareholders to look to the income to judge the companies progress will have long proven that Brainchip has become an economic powerhouse in the semiconductor industry.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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alwaysgreen

Top 20
Who needs down rampers when we have Fact Finder and @Diogenese

If this helps all those who are lying desolate on the kitchen floor pleading for someone to kill them I can say this, in one of my very robust debates with Brainchip over my differing view as to how they might disclose more information without falling foul of the ASX I received the response that in relation to one of the NDA's that any disclosure would be 'devastating for the company and its shareholders' and as such they would continue with an absolute no risk approach.

Where does this take me well to two publicly stated facts:

1. The former CEO Mr. Dinardo stated that the NDA's were with Fortune 500 and Household Named companies - as a retired lawyer the significance of this statement is clear. If there was ever a class action by shareholders this is such an easily proven lie if it were to be a lie that only a complete fool would make the statement and Mr. Dinardo is anything but a fool.

2. Ken Scarince the CFO in his German Investor presentation made the point that one of the companies was adamant about its desire for secrecy and would not tolerate any breach - the same legal issue arises as there would be a documentary trail covering such interactions and Board minutes and again Ken Scarince is nobodies fool and in my assessment over a number of years now completely trustworthy.

So putting these all together I have significant confidence that one day a company like Amazon, Apple, Google, Facebook (Meta), IBM, Intel, Nvidia etc will reveal itself but that at the point of the reveal the current CEO Sean Hehir's request for shareholders to look to the income to judge the companies progress will have long proven that Brainchip has become an economic powerhouse in the semiconductor industry.

My opinion only DYOR
FF

AKIDA BALLISTA
Bloody downrampers. Are you shorting the stock? Go back to the Crapper.

Where are the announcementz!

On a side note, the ASX and BRN in particular are holding up well today on a day I anticipated to be a bit of a bloodbath. Might even nudge higher by close?
 
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Just on Commsec and as predicted by Fact Finder BRN is now part of the Big Bank Index:

ANZ down 1.13%
CBA down 1.75%
NAB down 0.75%
WBC down 1.26%
and
BRN down 1.16%

What more can be said.​


My opinion only DYOR
FF

AKIDA BALLISTA
 
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Dhm

Regular
I do hope our super sleuthing doesn't uncover a link between a Fortune 500 NDA company and Brainchip that causes them to be devestated enough to cease the relationship. I mean we are good, but in this context hopefully not too good!
 
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I would have saved them a lot of time and money all they needed to do was say FF do you have a twin. Answer No. 😂🤣😂🤡
That's exactly what an evil twin would say.
 
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wilzy123

Founding Member
Just on Commsec and as predicted by Fact Finder BRN is now part of the Big Bank Index:

ANZ down 1.13%
CBA down 1.75%
NAB down 0.75%
WBC down 1.26%
and
BRN down 1.16%

What more can be said.​


My opinion only DYOR
FF

AKIDA BALLISTA


* wipes the dust off my brown cardigan *
 
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