You have to understand that they are in a win win/no lose situation. They bad mouth BRN on it's decline as that is easy to point out possible reason. When they ann something substantial and the SP starts to rocket they then can say at the time of posting/publishing they were correct. When things go good they can then say it's a buy now because of XYZ. Then they look like they know what they're doing. It's basically tabloid journalism but in a investor sense. Look at their track record you can see it all the time. Any company like MF is the same. When they get it right, they are gods, when they get it wrong, its because of the market, the war the whatever. Same as posters here sometimes lol. But the difference is they unfortunately get paid to do what we do for free.Yes you're probably right, they'll be bleating about something else when revenue kicks in. I long for the day when we can make MF eat humble pie
BRN Discussion Ongoing
- Thread starter TechGirl
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wilzy123
Founding Member
There will be some money collected upfront for the licensing agreement ... then royalties are payable to BRN when an item with Akida in it is sold. Akida will be part of another component, and will likely attract a royalty as a percentage of the selling price of that component or a fixed amount per use within the design.
As I understand it, this is essentially the same/similar to the ARM IP model.
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Dhm
Regular
I seem to remember in the half yearly numbers a couple of $1 million dollar licence fees from (was it) MegaChips. And the ARM model is similar? But what if a smaller company with lesser aspirations wanted to use Akida for say, a small family owned home security company. Would they pay a scaled down licensing fee to ARM based on their future revenue projections?
Stable Genius
Regular
Hi Dhm,
I would expect the Large OEM’s such as Megachips would be paying the fee for the license and put Akida in a SOC to put in for example a security camera for which we also get a royalty.
The security camera company would badge the camera as theirs and sell them to the smaller family owned company to use. They wouldn’t pay a licensing fee.
But I’m not in the industry so that’s a guess!
Fact Finder
Top 20
Why not. I want it all.
I expect that it will work this way:
1. Prospective customer has a system on a chip or a chiplet or an FPGA and they like the idea of additional AKIDA functionality for voice.
2. They download from ARM AKIDA in software and trial it with sample customers at the same time saying we can bring this to you as part of our next hardware offering where we will also deliver ‘x’ power and ‘x’ latency improvements if your interested.
3. Customers say great they say thanks ARM we are keen and so ARM chucks some AKIDA IP into the customers System on a Chip, Chiplet or FPGA and Brainchips their uncle.
4. This dramatically reducing the design and adoption cycle times as discussed in todays podcast.
My technophobe opinion only so wait till @wilzy123 or @Diogenese says it makes sense.
FF
AKIDA BALLISTA
Stable Genius
Regular
I’m surprised no one’s done the 1% math yet on ARM’s 1/4 figures.
7B - 1% = 70 000 000
Times 20c (cheap) = $14M
14M x 4 (quarters) = 56M
Not sure how that equates to a share price but I’m guessing it would be more than now!
Feel free to fix any errors!
7B - 1% = 70 000 000
Times 20c (cheap) = $14M
14M x 4 (quarters) = 56M
Not sure how that equates to a share price but I’m guessing it would be more than now!
Feel free to fix any errors!
Dhm
Regular
Fix them? I’ve just opened some champagne and am in the process of booking my next holiday!
But seriously, that looks like a conservative allocation with 1%. It could be…….. 2%!!
LexLuther77
Regular
Wow it’s a tough crowd today. ASX up 190 pts and Nasdaq up 7% and we’re struggling to hold 63 cents… could be a tough road a head 
Fact Finder
Top 20
As to the share price that may result I have written the first draft of the MF response.
“While these quarterly figures from Brainchip appear impressive digging in more deeply it can be seen that they come solely from one customer ARM. ARM has over 1,000 Ecco system partners and many of these partners are competing in the same space and provide significant competitive headwinds for Brainchip going forward.
The other Red Flag for us is the extreme uncertainty about ARM’s market dominance faced with the rise of RSIC-V and its floundering IPO plans in the present market.
Accordingly Brainchip is one to avoid but if you pay us lots of money we will give you the names of five runners who have never won at Caulfield from their last twenty starts.”
Regards
FF
AKIDA BALLISTA
wilzy123
Founding Member
Authorised by Scott Phillips.
Newk R
Regular
Well 0.63 is up 6.25% so it is in line I reckon.Wow it’s a tough crowd today. ASX up 190 pts and Nasdaq up 7% and we’re struggling to hold 63 cents… could be a tough road a head
Shall I tell the academics or will you...?
spectrum.ieee.org
New AI Chip Twice As Energy Efficient As Alternatives
RRAM-based neuromorphic chips are more versatile and accurate as well
spectrum.ieee.org
I was thinking about this. In the podcast they spoke of a standard chip with IP from various ecosystem partners of ARM for IoT customers. An 'Off the shelf' product.
There are a lot of ARM ecosystem partners. But how many offer the same benefit as the Brainchip IP? None! Just the low power consumption alone is easily worth the 20 cents price of admission. Plus imagine what a basic 4 nodes would do to a device.
Optimistically I am looking at a higher percentage. Price is anyone's guess.
wilzy123
Founding Member
Wow it’s a tough crowd today. ASX up 190 pts and Nasdaq up 7% and we’re struggling to hold 63 cents… could be a tough road a head
alwaysgreen
Top 20
Fact Finder
Top 20
Hi @Stable GeniusHi Dhm,
I would expect the Large OEM’s such as Megachips would be paying the fee for the license and put Akida in a SOC to put in for example a security camera for which we also get a royalty.
The security camera company would badge the camera as theirs and sell them to the smaller family owned company to use. They wouldn’t pay a licensing fee.
But I’m not in the industry so that’s a guess!
In the podcast with Doug CEO MegaChips he made clear much of what you suggest.
They like Brainchip are targeting the big companies but MegaChips is seeing increasing equiries from the smaller end of the market and they are looking at producing a Commercial Off the Shelf (COTS) semiconductor incorporating AKIDA to meet this market.
Some of the interviews with Jerome Nadel contain a great description of simple verses sophisticated customers. The last one I recall was the one with Alex the Rocket Scientist and his partner.
Brainchip have universally said that when a simple customer turns up at Brainchip having ecosystem partners like Edge Impulse and MegaChips gives them the ability to introduce these simple customers to them for assistance.
My clear understanding is that there are going to be multiple ways in which customers will pay for the AKIDA technology advantage and these multiple ways will be a closely guarded commercial in confidence secret.
My opinion only DYOR
FF
AKIDA BALLISTA
I have spoken to Scott Phillips and XRO are in the MF Top 5. Must be going gangbusters.
AARONASX
Holding onto what I've got
JK200SX
Regular
$1.30
Stable Genius
Regular
Thanks @JK200SX ,
I must admit that’s a bit underwhelming.
However that’s based on 1% from Arm which I’m sure we’ll achieve more!
It’s not including the other partners, NASA, Valeo, Si Five, Defence, MB and Megachips etc.
So I’m sure it’ll all add up to a healthy SP in time!
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