BRN Discussion Ongoing

This is the point I think a lot of retail shareholders (that aren’t members of the Tsex cult) miss.

Akida is proven in silicon, we’ve licenced the IP to Renasas and Megachips.

We’re sitting here with a commercially available neuromorphic processor and are waiting for clients to finish designs and proof of concepts before they sign the dotted line that will create new licence agreements (or agreements with Renasas and Megachips).

Engineering takes time.
Manufacturing takes time.
Production takes time.
Integrating new products takes time.

For Brainchip, it is (IMO) no longer a matter of if, but when.

The first royalties are likely to come through in the first half of 2023 (minor amounts in Q4’22 if we’re lucky).

Once royalties have started, I am almost convinced that our quarterly Royalties will increase on the previous quarter continuously for the next decade, if not longer.

All we need to do is be patient.

IMO, DYOR.
Let me fix that last sentence. All we need to do is to be patient and buy buy buy buy ;)
 
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Rskiff

Regular
I wonder who will be on the podcast that should be put out today?
 
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Foxdog

Regular
I’m soon to be in the market for a new phone.

Do you think my fiancé would appreciate dick pics taken from a Sony Xperia powered by next gen edge-AI neuromorphic technology or should I stick to an iPhone? 🤡

Xx
Depends which one has the better zoom I guess.....
 
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alwaysgreen

Top 20
I wonder who will be on the podcast that should be put out today?

I heard it's going to be a round table discussion. Tim Cook, Sundar Pichai, Bill Gates and Elon Musk just shooting the breeze with Anil and Peter.

jon stewart wish GIF
 
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I’m soon to be in the market for a new phone.

Do you think my fiancé would appreciate dick pics taken from a Sony Xperia powered by next gen edge-AI neuromorphic technology or should I stick to an iPhone? 🤡

Xx
Buy both.

Then if she accuses you and the police want to see your phone you can give them the one you don’t use for this purpose.

Having two entirely different phones will ensure you don’t give them the wrong one. 😂🤣🤡😂😁🤣🤡
 
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Buy both.

Then if she accuses you and the police want to see your phone you can give them the one you don’t use for this purpose.

Having two entirely different phones will ensure you don’t give them the wrong one. 😂🤣🤡😂😁🤣🤡
I just have to ask.

Why would you be sending pictures of Shareman and Dean to your fiancée?

That’s just a bit weird.😵‍💫😂🤣🤡
 
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Xray1

Regular
Buy both.

Then if she accuses you and the police want to see your phone you can give them the one you don’t use for this purpose.

Having two entirely different phones will ensure you don’t give them the wrong one. 😂🤣🤡😂😁🤣🤡
Are you talking from experience in regards to such issues ???
 
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Worth a read:

FUNDS / MARKETS
November 8, 2022

10 Reasons to Stay Invested in Equities​

By AllianceBernstein | More Articles by AllianceBernstein


by Chris Marx, David Wong and Robert Milano

Equity investors have sustained significant losses this year and are facing a long list of new uncertainties. But despite recent market disruptions, there are still good reasons to stay invested in stocks as an integral part of a long-term investment plan—and good ways to reduce the risks that come with investing in equities.

1. Equity markets generally rise over time.

It can be unnerving to ride the roller coaster of market volatility, and there are still formidable risks ahead. But the facts speak for themselves: equities have historically paid off for patient investors in the form of long-term price appreciation. In fact, trying to get in and out of the market can be costlier than sticking it out through challenging times, which we address in point #10 . While the S&P 500—the standard bearer of US large-cap equity performance—has experienced periodic bouts of volatility throughout history, the long-term upward trend is clear (Display).
Marx-Milano-Wong_10-Reasons-to-Remain-Invested-in-Equities_display1_d5.png

2. For long-term investors, equities are still the best way to grow capital.​

Fixed-income allocations are a foundational component of a diversified investment strategy and can provide ballast when equity markets take a turn for the worse. Over an extended period, however, stocks still provide more attractive long-term growth potential. In fact, looking at rolling 10-year periods from 1990 to present, large-cap stocks outperformed US investment-grade bonds roughly 80% of the time, while large-cap global stocks outperformed global investment-grade bonds more than three-quarters of the time (Display).
Since 1990, US stocks have outperformed bonds 80% of the time, while global stocks have outperformed bonds 77% of the time.

3. Interest rates are still relatively low, while stocks appear reasonably priced.​

Although interest rates have risen sharply over the past two years, they’re quite low from a historical perspective (Display). And while higher rates could put the brakes on economic growth, we believe there’s little risk that rates will climb to the highs seen in the early 1980s. Currently, fed funds futures imply that the fed funds rate will top out slightly above 5% by mid-2023. Even in the context of higher rates, however, the earnings yield of stocks exceeds both its own long-term average and the 10-year Treasury yield (Display). Translation: we believe stocks still look reasonably priced relative to bonds.
While interest rates have risen of late, they are still below levels seen since the 1960s.

The S&am;P 500 earnings yield (EPS as percentage of share price) is still above the 10-year Treasury yield.

4. Despite pressure on valuations, earnings have held up so far.​

While multiples have taken a hit over the past year, corporate earnings have held up relatively well, suggesting that the valuation excesses of the past bull market are undergoing a correction—particularly among unprofitable technology companies. To be sure, disappointments have begun to surface in third-quarter earnings reports, with strong results in the energy sector masking downgrades in other sectors. Ultimately, though, we believe a less-speculative environment could lend greater importance to company fundamentals. Active management can help uncover companies with strong cash flows, earnings and margin resiliency that are not only able to withstand market disruptions but are also positioned to outperform in a recovery.

5. Earnings declines in high-inflation environments have historically been mild.​

Given the exceedingly tight labor market, analysts differ on whether the US economy is technically experiencing a recession. Still, concerns are mounting that tighter monetary policy could eventually trigger a US recession. Europe is also vulnerable to recession, given the region’s acute energy crisis. The silver lining is that peak-to-trough declines in corporate earnings during inflation-fueled recessions have historically been mild. In particular, during three inflationary periods covering 1990, 2001 and 2007, earnings declined just 15.3% from peak to trough. By comparison, earnings fell by nearly 45% during low-inflation recessions.1

6. A focus on quality companies can help buffer against the effects of inflation.​

Rising inflation has the potential to erode the real value of investment returns. Fortunately, investors have a number of solutions they can put to use, including a diversified real-asset strategy. But one of the most effective approaches is to seek out quality companies with a wide economic moat, secular growth potential and strong pricing power—all of which can result in earnings resilience, even during inflationary periods. High-quality stocks can be found in a diverse range of sectors and industries, and include growth companies, as well those more sensitive to economic cycles.

7. Stocks have historically performed well in periods of moderate inflation.​

This isn’t the first time investors have faced rising prices. Fortunately, the historical record is encouraging. Moderately high inflation has generally supported equity multiples, and equities have delivered solid returns during periods of moderate inflationfor more than seven decades. So, if inflation ultimately settles down below 4%, we believe stocks should do well.

8. Today’s light positioning in equities could provide future technical support.​

Because market sentiment around equities has turned negative, many investors have maintained a relatively light allocation in stocks, which has put a damper on investment returns. So far in 2022, globally distributed equity funds have seen significant outflows, with nearly consistent outflows from equity funds since June 2022. If investors detect that inflation is peaking and consumer sentiment improves, flows could reverse course, providing equities with much-needed technical support.

9. US stock buybacks have continued at a breakneck pace.​

Continuing a trend that began after passage of the Tax Cuts and Jobs Act of 2017, US companies are repurchasing shares at a breakneck pace. In 2021 alone, S&P 500 firms bought back a record $882 billion of stock. Through August 2022, that figure has exceeded $500 billion. In addition to showing confidence in a company’s growth prospects, buybacks can support asset values by boosting a company’s earnings per share. As part of a broader capital return strategy that may also include dividends, stock buybacks can provide an additional layer of support against equity volatility.

10. Staying the course is a proven strategy.​

During periods of market turbulence, it can be tempting for investors to reduce equity exposure as the market is selling off. However, attempting to time the markets is a flawed strategy, as investors tend to react by selling after stocks have already fallen in value, thereby locking in losses. Conversely, it’s easy to miss the full benefit of a recovery if you don’t get in at just the right time.
Looking back two decades from October 1, 2002, through September 30, 2022, the MSCI World Total Return delivered an annualized return of 8.65%. Absent the five best market days of that period, however, its annualized return would have dropped 197 basis points to 6.68%. In dollar terms, sitting out those five days would have cut the total gain by $161 for each initial $100 invested over the 20-year period (Display).
From $100, the MSCI World Index TR would have generated $161 less over a 20-year period absent the five best market days.

It may seem hard to stay in the market when losses are mounting and uncertainty looms, but based on historical experience through multiple market crises, staying the course can be an effective route to benefit from a market recovery.

1.Source: Credit Suisse, “U.S. Equity Strategy: CS Guide to Recessions,” August 17, 2022
David Wong is Senior Investment Strategist and Head—Asia Business Development, Equities, Chris Marx is Global Head—Equity Business Development and Robert Milano is Product Specialist—Select US Equity and US Growth portfolios at AB.
The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. Views are subject to change over time.
 
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Jefwilto

Regular
I just have to ask.

Why would you be sending pictures of Shareman and Dean to your fiancée?

That’s just a bit weird.😵‍💫😂🤣🤡
Very funny FF but take a look at this Ad that appeared under your post 😂
 

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Are you talking from experience in regards to such issues ???
Only in so far as this technique was used by a number of my entirely innocent criminal clients.

Once this tried and tested technique had been worked out by the police they went to three phones. I suspect if they are still engaging in entirely legitimate business activities they would now have so many phones about their bodies they would need help to stand up.

I kept telling them you know having more than just one phone does make you look guilty to which they would reply “But bro like I need ‘em in case someone needs to get me and I’m on the phone like for business you know urgent family stuff.” But you don’t have any family I would say. To which they would reply “Like it’s an example bro. Hang on I just got a take this call. That’s cool man but no names right. 3 usual place, right.”

😞😵‍💫😞😵‍💫😞😵‍💫😞😵‍💫
 
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Foxdog

Regular
Just your Kiwi clients FF, or all of them? 😂
 
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wilzy123

Founding Member
A good presentation by Prophesee explaining event-based image processing using neuromorphic AI (Brainchip) and how it differs from regular CMOS frame-based approach. Particularly interesting to hear how it can be used together to produce a better image. Imagine this in the context of mobile phone applications. 😲😲




1667944608883.png


Deblurring abilities


1667943931022.png



Use cases

1667943965510.png

Used in: counting difficult objects like this (transparent capsules on a conveyer belt) at high speed and high accuracy

1667944018343.png

Used in: industrial welding, grinding, automotive manufacturing, robotics.


1667944039117.png

Used in: motion tracking, people counting, automated door opening ,safety systems



1667944223764.png


Used in: predictive maintenance, seeing recurring patterns or frequencies in events that correspond to moving parts (for example - rotating wheels).

1667944303330.png

Capability: produces 600 3D point cloud pixels/sec. High robustness to motion and light levels.
 
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Slymeat

Move on, nothing to see.
maybe this one?

Some quite relevant questions asked from the 25:20 mark. ;)

37:20 is the first time Sean mentions “Watch the financials.”

38:50 - with the exception of 1, all EAPs are still engaged.

I was disappointed he didn‘t take the opportunity offered to him to down play Elon Musk’s brain chip and the negative connotations that plays with the brand. But I suspect Sean had to answer it as the CEO he is.
 
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Terroni2105

Founding Member
Back in August BrainChip introduced us to the BrainChip University AI Accelerator Program with Carnegie Mellon University (CMU) and Arizona State University.

That media release quoted John Paul Shen, Professor, Electrical and Computer Engineering Department at Carnegie Mellon. “Our students had a great experience in using the Akida development environment and analyzing results from the Akida hardware. We look forward to running and expanding this program in 2023.”

The link at the bottom of this post is an article shared on LinkedIn by Professor John Paul Shen last night.

It shows Carnegie Mellon University as the number one feeder school for a number of large Silicon Valley tech companies. John Paul Shen alludes that had Apple, Nvidia, Intel and others been included as the hiring companies in the study that it would have shown an even greater number of hires from CMU.

All this boils down to CMU graduates taking their knowledge of Akida and BrainChip, and their skills of working with Akida technology, out to all these tech companies in the coming years.


"The data for this graphic comes from a study by College Transitions, which looks at the top feeder schools for 12 different companies with employees in Silicon Valley, including Twitter, Alphabet, DocuSign, Meta, and eight other large businesses.

Using publicly available data from LinkedIn, the study looked at more than 70,000 entry level engineers and IT employees at these 12 different companies, and identified where they received their undergraduate degree."


Ubiquitous!


https://www.linkedin.com/feed/update/urn:li:activity:6995495782002958336/
 
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buena suerte :-)

BOB Bank of Brainchip

I'm posting this article from January of this year as a little refresher of how great it is to be a Shareholder of this groundbreaking Tech..... GO BRN​

And what a fantastic addition we had recently to the Brainchip team​

BrainChip Appoints.... Duy-Loan Le.... to its Board of Directors​

“Duy-Loan’s phenomenal depth as a technologist, executive, and board member in the semiconductor industry are assets we will leverage with her as an active BrainChip board member,” said BrainChip board chair, Antonio J. Viana. “Her deep technical acumen, shrewd financial focus, and strategic ecosystem influence will support and catalyze our commercial growth.”
Laguna Hills, Calif. – November 1, 2022 – BrainChip Holdings Ltd (ASX:

BrainChip Reflects on a Successful 2021, with Move to Market Readiness Behind Next-Generation Edge-Based AI Solutions​


24 January 2022·6-min read


7f79663f5e248fe772f3aca00a5d2efe

LAGUNA HILLS, Calif., January 23, 2022--(BUSINESS WIRE)--BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY) is a leading provider of ultra-low power, high performance artificial intelligence technology and the world’s first commercial producer of neuromorphic AI chips and IP. BrainChip is looking forward to 2022 as it closes its most successful year ever buoyed by technological advancements made to its Akida™ technology, commercialization, additions of veteran leadership to both its management and Board of Directors, market exchange upgrades and more.
BrainChip saw its vision for brain-inspired Neuromorphic AI architecture move into production reality this year. This technology, which mimics the processing function and learning structure of the human brain, helps customers create ultra-low power products with the ability to perform classification entirely on-chip and to rapidly learn on-chip without the need to connect to the cloud.
Among the many milestones achieved this year, the Akida AKD1000 neuromorphic processor production chips were received from BrainChip’s manufacturing partner, SocioNext America and TSMC. BrainChip completed functionality and performance testing of the production chips and began volume production. This success enabled the company to start accepting and shipping orders of Akida development kits to its partners, large enterprises and OEMs for their own internal testing, validation, and product development. Additionally, BrainChip licensed its Akida IP to ASIC industry heavyweights MegaChips and Renesas to help enhance and grow their technology positioning for next-generation, cloud independent AI products.

This year also saw the introduction of MetaTF™, a versatile ML framework that works within TensorFlow™1, which allows people working in the convolutional neural network space to seamlessly transition to neuromorphic computing quickly and easily without having to learn anything new. The MetaTF development environment is an easy-to-use machine learning framework for the creation, training and testing of neural networks, supporting the development of systems for Edge AI on BrainChip’s Akida AKD1000 event domain neural processor. Over 4,500 potential customers have started to use MetaTF in 2021 alone. (That could be very much higher now!!!)
Achieving rapid success in Akida product development allowed BrainChip to move its US headquarters to larger facilities to support expected customer growth as the company continues to move toward commercialization of its Akida AKD1000 neuromorphic processor and comprehensive development environment. The new 10,000 sq. ft. (929 square meters) facility is four times the size of its previous headquarters and provides the company with the ability to scale its services and processes needed to satisfy expected customer and support infrastructure needs.
BrainChip recently announced the appointment of Mr. Sean Hehir as BrainChip’s new CEO. He takes over from interim CEO Peter van der made who moves to his previous CTO position full time. Mr. Hehir’s focus is to guide BrainChip’s progress towards full commercialization of the Akida AKD1000 chip and its IP. He is joined by non-executive director additions to the Company’s Board – former ARM executive Antonio J. Viana and innovation champion and strategic advisor Ms. Pia Turcinov.
As a public company, BrainChip received several upgrades to its market presence, which included its addition to the S&P/ASX 300 index, (and presently the ASX200) an update of its ticker symbol on the OTC market and a listing upgrade to the OTCQX Best market. BrainChip also launched a US based ADR (BCHPY) that allows BrainChip to continue its path of pursuing high accessibility to the US capital markets. Due to the strong demand for high-growth potential, Artificial Intelligence stocks in the US are expected to result in an influx of US investment and ultimately an increase in shareholder value. The company’s successes have driven a rise of its stock price by 100 percent over the last 12 months
Other highlights from this year include being named among the EE Times Silicon 100, the launch of five sensor modalities of Akida (odor, vision, audio, tactile and gustation, which see real-world application in Covid-19 detection, facial recognition, voice recognition, vibration analysis and wine and beer taste recognition). Practical demonstrations in quality control and other industrial environments consume only microwatts to milliwatts of power. BrainChip’s founder Peter van der Made won the AI Hardware 2021 innovator award 🏆based on the development and production capabilities of Akida, the continuation of its highly popular "This is Our Mission" podcasts, and frequent speaking appearances at shows and events throughout the world.
"One of the things that impressed me the most about BrainChip when looking to join the company was the quality and volume of successes it has achieved, and the dedicated and talented team that are the heart of BrainChip’s success," said Mr. Hehir. "As the company transfers from strength of vision to strength of production, the possibilities are endless. BrainChip is moving to market readiness, expansion of a product portfolio, improvements to human resources, and improvements in the stock market. I’m excited to see Akida’s impact on the $46B USD ‘Edge AI’ total addressable market (TAM) as BrainChip has unequivocally proved that it is the leader in the neuromorphic AI space. I look forward to seeing the kind of revolutionary moves we make in 2022."
About BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY)
BrainChip is a global technology company that is producing a groundbreaking neuromorphic processor that brings artificial intelligence to the edge in a way that is beyond the capabilities of other products. The chip is high performance, small, ultra-low power and enables a wide array of edge capabilities that include on-chip training, learning and inference. The event-based neural network processor is inspired by the spiking nature of the human brain and is implemented in an industry standard digital process. By mimicking brain processing BrainChip has pioneered a processing architecture, called Akida™, which is both scalable and flexible to address the requirements in edge devices. At the edge, sensor inputs are analyzed at the point of acquisition rather than through transmission via the cloud to a data center. Akida is designed to provide a complete ultra-low power and fast AI Edge Network for vision, audio, olfactory and smart transducer applications. The reduction in system latency provides faster response and a more power efficient system that can reduce the large carbon footprint of data centers.
 
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Sirod69

bavarian girl ;-)
A really exciting article

How Should Intel Navigate the Coming Storms?​

7investing CEO Simon Erickson discusses what the upcoming challenges for Intel will mean for investors in the stock market.
Intel INTC has become one of the world's most iconic businesses, yet it's facing some upcoming storms that won't be easy to navigate.

Even with its commitment to innovation, Intel has fallen behind several of its competitors in chip design in recent years. ARM Holdings, who is currently owned by Softbank but has hinted at going public in the near future, has more than 90% market share when it comes to the architectural design for energy-efficient Smartphone chips. And within the corporate datacenter, computationally-heavy artificial intelligence workloads have led customers to higher-performance processors offered by NVIDIA NVDA and AMD AMD. NVIDIA's A100 GPUs are "AI accelerators" that are able to compute AI code more efficiently in parallel rather than in series. AMD's Epyc CPUs have a fundamentally redesigned architecture that has vastly improved their computing efficiency.

 
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GDJR69

Regular
I'm sure there has been a tonne of posts on this but I haven't been on here as much as usual lately due to work commitments but what is happening with Renesas? It's now nearly 2 years since they took an IP licence. What are they doing with it and when are we going to see products? Akida has so many benefits that it should be selling itself in my opinion.
 
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SERA2g

Founding Member
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A really exciting article

How Should Intel Navigate the Coming Storms?​

7investing CEO Simon Erickson discusses what the upcoming challenges for Intel will mean for investors in the stock market.
Intel INTC has become one of the world's most iconic businesses, yet it's facing some upcoming storms that won't be easy to navigate.

Even with its commitment to innovation, Intel has fallen behind several of its competitors in chip design in recent years. ARM Holdings, who is currently owned by Softbank but has hinted at going public in the near future, has more than 90% market share when it comes to the architectural design for energy-efficient Smartphone chips. And within the corporate datacenter, computationally-heavy artificial intelligence workloads have led customers to higher-performance processors offered by NVIDIA NVDA and AMD AMD. NVIDIA's A100 GPUs are "AI accelerators" that are able to compute AI code more efficiently in parallel rather than in series. AMD's Epyc CPUs have a fundamentally redesigned architecture that has vastly improved their computing efficiency.

Anyone disputing Peter van der Made’s assessment that AKIDA technology is at least three years ahead of Loihi technology.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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TechGirl

Founding Member
Bloody Brilliant article (y)
A really exciting article

How Should Intel Navigate the Coming Storms?​

7investing CEO Simon Erickson discusses what the upcoming challenges for Intel will mean for investors in the stock market.
Intel INTC has become one of the world's most iconic businesses, yet it's facing some upcoming storms that won't be easy to navigate.

Even with its commitment to innovation, Intel has fallen behind several of its competitors in chip design in recent years. ARM Holdings, who is currently owned by Softbank but has hinted at going public in the near future, has more than 90% market share when it comes to the architectural design for energy-efficient Smartphone chips. And within the corporate datacenter, computationally-heavy artificial intelligence workloads have led customers to higher-performance processors offered by NVIDIA NVDA and AMD AMD. NVIDIA's A100 GPUs are "AI accelerators" that are able to compute AI code more efficiently in parallel rather than in series. AMD's Epyc CPUs have a fundamentally redesigned architecture that has vastly improved their computing efficiency.

 
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