Fact Finder
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And they are so quick by the time I check the serial number to see if its one I am missing it is already sold. So annoying.
BRN Discussion Ongoing
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Fullmoonfever
Top 20
Thanks D
Figured you'd be able to condense into something easier.
Just thought better post the source info to get context.
Be nice then if we were able to cross into those type applications.
Maybe one day.
robsmark
Regular
If these deals where already penciled in between customers and Brainchip, then the surrounding economic factors are unlikely to affect them. It is highly unlikely that tech giants (Fortune 500, etc.) would change their strategic plan based on a war in Ukraine, or high (as expected following COVID) inflation figures.I'd rather be surprised to the upside, than disappointed..
If royalties do get a mention, as having started to flow, which I think is a very real possibility, I don't think we will ever see, a break up of incoming revenues..
Good Fortune to all Holders!
Slava Ukraini!
Tech is a race, and it always has been - to use Samsung and Apple as an example, Apple has a plan to release an iPhone in two years, as would Samsung with the Galaxy. Each of these companies are testing, signing, making deals with whomever suppliers to implement into these future offerings. If they terminate a deal that is required to develop these products in a effort to reduce expenditure in the short-term, they pay for that exponentially in the long-term. Say Apple puts a deal on hold and Samsung decides to push ahead - then when two companies each release their respective product, the better one (Samsung in this instance) will gain more market share. Besides, for the most part payment for these suppliers (Brainchip in this case) is made as the company releases their products into the wild - (e.g., in two years time), so by this logic, these deals have already been signed (perhaps under the umbrella for an existing material customer), and the payment/revenue to Brainchip is due on X, Y, Z. This is especially true in a world where tech innovation has plateaued, I mean how impressive are new phone (as an example) releases over their predecessors? Certainly not even close to what they where a decade ago.
Obviously this is a dream scenario (Apple and Samsung), but the principal remains consistent with tech companies of all valuations. Its a brutal industry - dog eat dog - survival of the fittest. Evident if we cast our eyes back over the years when considering companies like Nokia, Compaq, Blackberry, even Blockbuster... They failed to innovate, and they failed as a company. These lessons have already been learnt, and big tech knows this. This is why Intel is pumping $billions into SNN research - its failed to innovate over recent years, and now it needs to make up ground.
The other indicator for me is Sean Hehir, our own CEO. A seasoned Silicon Valley executive who obviously understands business and big tech. During an interview with Tom Piotrowski (Commsec), this May, he stated, and I quote, "I look forward to standing in front of you next year, and talking about results". I for one did not take that statement lightly, and I'm pretty sure that Sean wouldn't have said it unless he was absolutely certain that he (they) would be successful in delivering - free markets have a nose for bullshit, and a failure to deliver would be career suicide, especially for a new CEO, regardless of surrounding economic factors (especially true given he made that statement during COVID and an already fractured market).
Peter has said it, Sean has said it, the company has a market ready product - explosive growth is what I expect.
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Fact Finder
Top 20
You cannot be suggesting that something suspicious is taking place on the ASX. Heaven forbid. I just cannot see that being allowed. We are a democracy with the rule of law.
DingoBorat
Slim
The problem is, all the "reported" figures need to be taken with, not only a grain of salt, but a generous shaking of the container..
But we need some kind of gauge..
They know we monitor the figures and if any psychological edge, can be attained by skewing them, would they?
They need only "report", "not report" or report fictional figures, as they see fit.
Who's going to stop them?
The Australian Securities and Investments Commission (ASIC)?
That bunch of gutless, hand under the table, pen pushers?
As long as some are doing the right thing and reporting their stupid bets against us, which is evidenced by the overall "strengthening" short position, I'm happy
Here is a list of cameras in Sony’s product line which contain Sony’s Event Based Vision sensor ( well at least I assume it is ) . I can’t download it as you need to register with a valid email address , not a free one…I only have a gmail account. Maybe someone would like to try and download it see if it contains any juicy info.
www.sony-semicon.com
Download a list of cameras that incorporate Sony's Event-based Vision Sensor
Register to Download
Event-based Vision Sensor (EVS)#391 | Products & Solutions | Sony Semiconductor Solutions Group
Sony Semiconductor Solutions Group develops device business which includes Micro display, LSIs, and Semiconductor Laser, in focusing on Image Sensor.
Download
A list of cameras with Event-based Vision Sensor (EVS)Download a list of cameras that incorporate Sony's Event-based Vision Sensor
Register to Download
Vojnovic
Regular
Here is a list of cameras in Sony’s product line which contain Sony’s Event Based Vision sensor ( well at least I assume it is ) . I can’t download it as you need to register with a valid email address , not a free one…I only have a gmail account. Maybe someone would like to try and download it see if it contains any juicy info.
Event-based Vision Sensor (EVS)#391 | Products & Solutions | Sony Semiconductor Solutions Group
Sony Semiconductor Solutions Group develops device business which includes Micro display, LSIs, and Semiconductor Laser, in focusing on Image Sensor.
Download
A list of cameras with Event-based Vision Sensor (EVS)
Download a list of cameras that incorporate Sony's Event-based Vision Sensor
Register to Download
DingoBorat
Slim
Attachments
The download said cameras…plural. Ripped offThere's only one camera Sony lists..
And it's made by Prophesee..
Who are they..
Vojnovic
Regular
Fact Finder
Top 20
The extensive list of one contains:
“Prophesee
USB3.0
https://www.prophesee.ai/event- camera-evk4/
Prophesee's EVK(Evaluation Kit)can be used for evaluation purpouse only”
Evaluation Kit only for my money leaves lots of room for a subtle upgrade to the production model before mass production begins.
My opinion only DYOR
FF
AKIDA BALLISTA
“Prophesee
USB3.0
https://www.prophesee.ai/event- camera-evk4/
Prophesee's EVK(Evaluation Kit)can be used for evaluation purpouse only”
Evaluation Kit only for my money leaves lots of room for a subtle upgrade to the production model before mass production begins.
My opinion only DYOR
FF
AKIDA BALLISTA
krugerrands
Regular
You cannot be suggesting that something suspicious is taking place on the ASX. Heaven forbid. I just cannot see that being allowed. We are a democracy with the rule of law.
The thing is that they could very well be complying with the reporting guidelines and we would still be getting these outcomes.
It is just that these provisions will not result in accurate reporting and there is allowance for naked short selling.
I mentioned that in this post
Regulatory Guide 196 covering Short selling and reporting compliance (RG 196).
So yes, a bit of a sad clown circus.
These reports are only to placate the majority.
There should be no reason these numbers are not reported accurately and in real time like other market data... like if.
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Fullmoonfever
Top 20
The EVK was the release back in Apr.
www.prophesee.ai
PARIS, April 13, 2022 – Prophesee today announced the availability of an ultralight, compact HD evaluation kit (EVK4) for developers of computer vision systems who want to start evaluation of the new Sony IMX636ES HD stacked Event-Based Vision sensor, realized in collaboration between Sony and Prophesee. The full-featured EVK provides computer vision engineers with an extensively tested solution for efficient technology onboarding and rapid application prototyping and development. The kit is natively compatible with free award-winning software from Prophesee. It also includes premium-level technical support and knowledge center access to application notes, advanced documentation, community forums and more.
Prophesee launches EVK4 based on new Sony IMX636ES HD sensor
First EVK for immediate evaluation of Sony IMX636ES HD sensor - industry’s only commercial-grade Event-Based Vision stacked sensor.
www.prophesee.ai
PARIS, April 13, 2022 – Prophesee today announced the availability of an ultralight, compact HD evaluation kit (EVK4) for developers of computer vision systems who want to start evaluation of the new Sony IMX636ES HD stacked Event-Based Vision sensor, realized in collaboration between Sony and Prophesee. The full-featured EVK provides computer vision engineers with an extensively tested solution for efficient technology onboarding and rapid application prototyping and development. The kit is natively compatible with free award-winning software from Prophesee. It also includes premium-level technical support and knowledge center access to application notes, advanced documentation, community forums and more.
Fullmoonfever
Top 20
Recent article from CFOTech Asia.
Wonder who we working with highlighted last couple paragraphs.
cfotech.asia
TinyML SaaS to become a billion-dollar market by 2030
Wed 21 Sep 2022 Gaurav Sharma
As TinyML vendors continue to democratize Machine Learning (ML) at a rapid pace, global technology intelligence firm ABI Research forecasts that TinyML Software-as-a-Service (SaaS) revenue will exceed US$220 million in 2022 and become an important component from 2025 onward.
While total revenue will be dominated by chipset sales, as TinyML device shipments continue to grow, the TinyML SaaS and professional service market have the potential to become a billion-dollar market by 2030, ABI Research adds.
ABI Research is a global technology intelligence firm delivering actionable research and strategic guidance to technology leaders, innovators, and decision-makers worldwide. The above findings are from ABI Research’s TinyML: A Market Update application analysis report, which is a part of the company’s AI and ML research service.
The TinyML market has come a long way since ABI Research first analyzed this market back in 2020.
The TinyML Foundation, which gathers most of the prominent vendors in this space, has substantially expanded in recent years.
Similar expansion has been in the applications of TinyML; with forest fire detection, shape detection, and seizure detection among some of the most spectacular use cases.
Moreover, given how central environmental sensors are to TinyML, the possibilities are extensive.
Nonetheless, ambient sensing and audio processing remain the most common applications in TinyML, with sound architectures holding an almost 50% market share in 2022. Most of these applications employ either a microcontroller (MCU) or an Application-Specific Integrated Circuit (ASIC).
The personal and work devices sector will be the most significant increase in the near future.
“Any sensory data from an environment can probably have an ML model applied to that data. Some of the most common applications include word spotting, object recognition, object counting, and audio or voice detection,” explains David Lobina, Artificial Intelligence and Machine Learning Research Analyst at ABI Research.
With the myriad possibilities, there are also potential pitfalls, but for which ABI Research believes there are well-identified solutions.
“The physical constraints on TinyML devices are genuine. These devices favour small and compact ML models, which call for innovation at the software solutions level for specific use cases. And software providers will be the most active in the TinyML market,” says Lobina. Software providers in this space include Edge Impulse, SensiML, Neuton, Nota, and Deeplite.
In addition, considering the vast number of use cases, vendors must concentrate on those applications that TinyML has a clear value proposition worked out before production.
“The role of software is crucial, and vendors must develop software tools to automate TinyML itself. Finally, new technology will be required to bring about ever more sophisticated TinyML models. Neuromorphic computing and chips, along with the corresponding technique of Spiking Neural Networks, would bode well for the future,” adds Lobina.
Wonder who we working with highlighted last couple paragraphs.
TinyML SaaS to become a billion-dollar market by 2030
ABI Research forecasts that TinyML SaaS revenue will exceed US$220 million in 2022 and potentially become a billion-dollar market by 2030.
TinyML SaaS to become a billion-dollar market by 2030
Wed 21 Sep 2022 Gaurav Sharma
As TinyML vendors continue to democratize Machine Learning (ML) at a rapid pace, global technology intelligence firm ABI Research forecasts that TinyML Software-as-a-Service (SaaS) revenue will exceed US$220 million in 2022 and become an important component from 2025 onward.
While total revenue will be dominated by chipset sales, as TinyML device shipments continue to grow, the TinyML SaaS and professional service market have the potential to become a billion-dollar market by 2030, ABI Research adds.
ABI Research is a global technology intelligence firm delivering actionable research and strategic guidance to technology leaders, innovators, and decision-makers worldwide. The above findings are from ABI Research’s TinyML: A Market Update application analysis report, which is a part of the company’s AI and ML research service.
The TinyML market has come a long way since ABI Research first analyzed this market back in 2020.
The TinyML Foundation, which gathers most of the prominent vendors in this space, has substantially expanded in recent years.
Similar expansion has been in the applications of TinyML; with forest fire detection, shape detection, and seizure detection among some of the most spectacular use cases.
Moreover, given how central environmental sensors are to TinyML, the possibilities are extensive.
Nonetheless, ambient sensing and audio processing remain the most common applications in TinyML, with sound architectures holding an almost 50% market share in 2022. Most of these applications employ either a microcontroller (MCU) or an Application-Specific Integrated Circuit (ASIC).
The personal and work devices sector will be the most significant increase in the near future.
“Any sensory data from an environment can probably have an ML model applied to that data. Some of the most common applications include word spotting, object recognition, object counting, and audio or voice detection,” explains David Lobina, Artificial Intelligence and Machine Learning Research Analyst at ABI Research.
With the myriad possibilities, there are also potential pitfalls, but for which ABI Research believes there are well-identified solutions.
“The physical constraints on TinyML devices are genuine. These devices favour small and compact ML models, which call for innovation at the software solutions level for specific use cases. And software providers will be the most active in the TinyML market,” says Lobina. Software providers in this space include Edge Impulse, SensiML, Neuton, Nota, and Deeplite.
In addition, considering the vast number of use cases, vendors must concentrate on those applications that TinyML has a clear value proposition worked out before production.
“The role of software is crucial, and vendors must develop software tools to automate TinyML itself. Finally, new technology will be required to bring about ever more sophisticated TinyML models. Neuromorphic computing and chips, along with the corresponding technique of Spiking Neural Networks, would bode well for the future,” adds Lobina.
DingoBorat
Slim
From the Prophesee link you provided.
Event-Based Vision Evaluation Kits | PROPHESEE
PROPHESEE’S Evaluation Kits are flexible USB vision systems or event cameras that allow for experimenting with the power of Event-Based Vision.
www.prophesee.ai
"Evaluation Kits are your perfect gateway to Event-Based Vision.
They feature the most technologically advanced sensors available to date with the only mass-produced mini-pbga package Event-Based Vision sensor (GEN3.1 – VGA) and the breakthrough stacked HD sensor realized in collaboration between Sony and Prophesee (IMX636ES)"
The party's already begun
ndefries
Regular
Hmmm so with Prophesee.... Xiaomi is one of their investors. Xiaomi being a Chinese smart phone manufacturer. You can bet that this phone in the future will have a blur free camera thanks to Prophesee and their missing link Akida! So where does that leave us. A giant phone market industry with our IP but in a country that there are the occassional concerns about! Russia being banned from selling most international phones do still sell Chinese phones... So does this also mean that Akida IP flooding Russia.
When an owner of Prophesee (Xiaomi) wants to get a competitive advantage it will get messy perhaps.
Like it's great to get the royalties but i forsee this will become a hurdle for Prophesee sooner rather than later.
When an owner of Prophesee (Xiaomi) wants to get a competitive advantage it will get messy perhaps.
Like it's great to get the royalties but i forsee this will become a hurdle for Prophesee sooner rather than later.
I don't really buy stocks for short term, so not sure if this is classified as trading or not. I bought a good chunk at the auction today, plan on selling them hoping for a Santa rally. So is holding for 2 months trading? Leave my main bundle alone. What's the bet I just think in a few months, F*$k it, I'll just keep them
For us to have the explosive growth, don't we need multiple announcements on licensing agreements?
Is there any chance that the license ageeement is not being announced to the market as it is considered as "trade secret"? (I dont think its realistic to say they will alm flow through MegaChips / Renesas)
krugerrands
Regular
The problem is, all the "reported" figures need to be taken with, not only a grain of salt, but a generous shaking of the container..
But we need some kind of gauge..
They know we monitor the figures and if any psychological edge, can be attained by skewing them, would they?
They need only "report", "not report" or report fictional figures, as they see fit.
Who's going to stop them?
The Australian Securities and Investments Commission (ASIC)?
That bunch of gutless, hand under the table, pen pushers?
As long as some are doing the right thing and reporting their stupid bets against us, which is evidenced by the overall "strengthening" short position, I'm happy
Haha.... yes, a generous helping indeed.
The net position is the best gauge we have unfortunately.
Mostly unrelated but opening and closing prices is to me a somewhat arbitrary indicator that doesn't deserve the attention it receives.
Just like PE ratio's which is a trailing indicator based on accounting figures and the share price.... cyclical reference much?
It should all be about forward looking revenue potential.... I digress.
VWAP prices is more relevant and usefull and much harder to manipulate.
For example.
On the 4th we where on ~113M net shorts.
Last time we were on ~113M net shorts was 19/09.
Somewhere inbetween the shorts rised to ~117m.
The highest price it could have been sold for was 93c and the lowest cover 82c.
But the VWAP price would not be at the high / low and would be closer to the actual buy / sell prices achieved.
| Date | Reported Short | High Price | Low Price | Closing Price | Trading Volume |
| 04/10/2022 | 113,784,258 | 0.90 | 0.86 | 0.89 | 8,002,430 |
| 19/09/2022 | 112,708,576 | 0.93 | 0.88 | 0.88 | 9,100,937 |
The juice doesn't seem worth the squeeze.
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