Big question: why isn’t ARM on our webpage list of trusted partners.
FF get on to your contacts and remedy this injustice.
I agree, ARM will be a significant player in market penetration for BRN along with a few others. The difference in market reaction with MB was because MB had it working in an application (EQXX) and confirmed the Akida technology. The gloss came off because of the lag time between using it in a concept car and a production car (revenue) which most retail investors don't realise. Most had stars in their eyes of revenue pouring in and becoming rich overnight.I have been thinking back to when shareholders were advised about the ARM Brainchip partnership and the lack of reaction to the announcement by the market when compared with what happened when Mercedes Benz dropped it was working with Brainchip.
The usual suspects all attacked both reveals on social media, share blogs and in the financial press so these attacks cannot be the sole reason why ARM did not rate.
When you weigh the respective merits of an engagement with ARM verses Mercedes Benz it is very easy to conclude which in a commercial sense makes the most commercial sense:
Mercedes Benz- arguably greatest automotive vehicle maker of all time producing up to about 3.5 million automobiles in a good year with up to 300 semi conductors required in EV form;
2. ARM sold over 7 billion semiconductors in its last quarter, supplies 90% of the chips in mobile phones, supplies chips to every industry known to man at volume and is considered so strategically important by the UK, the USA, China, Google, Amazon, Intel and Samsung that a proposed takeover by Nvidia was outlawed.
If you have not listened yet to yesterdays ARM Brainchip podcast make it your mission to listen not once but at least five times in the coming couple of weeks.
Why five times? Well Research has proven that if you hear something five times you are at extreme risk of NOT forgetting it.
Over the coming months I expect with some certainty that the negative ear worms are going to be running at full steam across all the media.
@stan9614 was doing battle yesterday in another place with one of the more adept wolves in sheep clothing who was peddling lies again and charts trying to enhance their trading position.
The markets may have yawned when the ARM Brainchip partnership was announced but that is absolutely no reason for you to go to sleep.
If Mercedes Benz justified a jump to $2.34 what stored value has ARM added.
Consider this further fact. ARM has a number one engineering firm SUCCESSFULLY driving its uptake across industry to the tune of over 7 billion chips last quarter.
That number one firm is Edge Impulse who is now fully Brainchip AKIDA Meta TF adopted and driving ARM Brainchip AKIDA solutions to industry via its over 55,000 Engineer developers.
Just because the ASX failed to react on mass it does not mean the institutional sharks missed the importance of the ARM Brainchip partnership. They most certainly know and understand.
Why does MF never mention this partnership? Call me a whatever but by not mentioning it the market does not hear ARM Brainchip partnership five times and start to remember it.
If the market does not remember it then when ARM kicks goals Brainchip does not come to mind among the masses.
Hold tight to your knowledge that the ARM Brainchip partnership is more significant in raw market penetration terms than any other engagement to date.
My opinion only DYOR
FF
AKIDA BALLISTA
What a wonderfully diverse group we are. I'll throw Air Traffic Controller into the mix and no I can't get cheap flights for you, or even myselfLies…and bloody lies !!
At school I was proficient, and not a member of the A Forms. The only prize I ever collected on the numerous Speech Day‘s I attended was the Parents and Friends Essay prize. This encouraged me to write, and upon leaving school I was fortunate enough to win one of the few cadetships on The Advertiser…South Australia’s morning broadsheet.
In the late 60’s, budding journos didn’t go to uni to get a degree in communications or the like, they had to win a Cadetship from a media organisation. As with most apprenticeships, this entitled them to enjoy all the most rudimentary jobs. However, each cadet was assigned a mentor, and I was lucky enough to get Des, one of the ‘Tisers most highly regarded Features writers.
Des was a good mate of Max, a Contributing writer for the paper. Each Thursday evening they would get together at the Criterion, the paper’s watering hole. Occasionally they would be joined by a colleague from The News, Adelaide’s evening tabloid. I was invited to attend for the sole reason of fetching the next round, but it afforded me the opportunity to listen in on the lively conversation. Des and Max we’re old school journos, who did everything by the book…to only commit to paper something that was properly researched and accurate. Their colleague used to mock them for this, saying whatever it took to sell newspapers…his name was Rupert.
Like the SMH, the Age and other state morning broadsheets back then, The Advertiser was a highly successful family owned newspaper that dined out on classified advertising known as ‘the rivers of gold’. They were able to afford the best journos and writers, and allow them the time to produce well researched stories.
That era has passed, and as we’re all aware newspapers, in fact all traditional mainstream media are struggling to stay afloat. The fallout of this is poorly trained journos with little time for research, being pressured to present controversial stories…the more sensational the better to increase ratings or circulation in order to survive.
Added to this, they now have to compete with the totally unregulated, irresponsible, often defamatory world that is social media.
As Rupert would say to Des and Max…whatever it takes to sell newspapers.
If you can accept the above, it will help you understand why we get what we do from such esteemed financial publications as MF, the AFR et al. Of course there is no excuse for this, but don’t get your knicker’s in a twist… it’s just a sign of the times.
Btw…scalability has been raised in recent posts. You may find this hard to believe after I berated Lou and his fellow board members who attended the 2018 AGM, but we actually struck up a friendship of sorts. At a lunch we had, I recall him saying that the lack of scalability was a major reason why Studio was shelved.
A quick mini feel good. In the US market (BRCHF) there was a bid for around 200k that raised its bid as the day progressed. Wasn't filled (yet) but I mention this because it is extremely rare to see a bid this large here. Just some ammo for those wanting to see evidence that the low MAY be in.What a wonderfully diverse group we are. I'll throw Air Traffic Controller into the mix and no I can't get cheap flights for you, or even myself
I presume that patent grant was for the Akida 1.0 .................... so will a new patent grant be required for say the Akida 2.0 ??????????? !!!!!!!!!!The title is the same as one previously released in the USA by the FDA so just the Australian version. @Diogenese will confirm.
My opinion only DYOR
FF
AKIDA BALLISTA
If I recall correctly, at the last AGM a s/holder asked some direct questions about things going on with Japan's potential involvement with BRN. ?? !!! maybe someone can recall what the Co's responses to same were.Just gunna leave this here.......
Toyota, Sony and other major firms join forces to manufacture chips in Japan
The move coincides with a worldwide chip shortage that has affected industries ranging from automaking to appliance production.www.japantimes.co.jp
Absolutely - particularly with the emergence of UAV's (drones) and air taxis soon to be a thing etc. I imagine AKIDA could be used to ensure/monitor unauthorised entry into controlled airspace or the within the vicinity of arrival and departure paths at airports - spotting operators that ATC are unaware of for instance. The aviation industry relies heavily on technology to function so there would be numerous, if not countless, opportunities here. It applies to both ends too - AKIDA in the airborne vehicle and also in the ground based facility. Set it up successfully with one Air Traffic Service Provider and the rest of the world would follow.Hi @Foxdog
Do you think Air Traffic Control could be a use case for AKIDA , interfaced with radar ( or whatever ) to monitor aircraft positions as a safety backup?
Possibly a use case on remote Coastal Surveillance in Border Security ?
And probably the fiftieth time I and others have pointed out that at the 2019 AGM Peter van der Made stated that the AKD1000 will be so powerful that nine will be all that is required to process all the sensors in an autonomous vehicle and you would only need 100 AKD1000 to do all the computing for full AV.I agree, ARM will be a significant player in market penetration for BRN along with a few others. The difference in market reaction with MB was because MB had it working in an application (EQXX) and confirmed the Akida technology. The gloss came off because of the lag time between using it in a concept car and a production car (revenue) which most retail investors don't realise. Most had stars in their eyes of revenue pouring in and becoming rich overnight.
The market sees BRN as being just one of many ARM partners so will sit back and watch for any developments (revenue) to come out of the partnership. Once a few do or from other partners, it will be the catalyst for the stock to be rerate. I have another stock going through the rerating process now which should have happened IMO 6-12 months ago. However, in these volatile times, the market is a lot more cautious than pre-covid and wants to see certainty, so I remained patient and waited for the catalyst. It was also going through its own trying times with lumpy revenue but didn't become distracted with all the noise like BRN is doing with investing for the future. It is now handsomely paying off.
BRN's time is coming. The catalyst is probably no more than 12-18 months away. I'm still hoping something might pop out from left field but the odds have lengthened with the decline in smaller companies enthusiasm in bringing a new cutting edge application to market due to the current economic conditions. This isn't surprising but I believe some will continue to push on. There are a lot out there.
You once said not long back you don't understand why anybody would invest in BRN if they don't understand the tech or the company. Obviously MF don't and aren't so no point getting hung-up about what they write. It's water off a ducks back. They said sell, I bought. Happy days.
I used to get annoyed with negative ear worms () until I realised how little difference they make on a stocks price in the medium to long term. The insto's own the market. We just play around their feet. As BRN moves further into commercialisation the yapping will die down and they'll move on. It has with my other stock but you still get the occasional squeak from a blow-in. Some just can't help themselves. It's hilarious and they disappear just as quick.
Semiconductors are small, but crucial pieces of technology fitted within many systems in all new vehicles – with between 300 (ICE) and 3000 (BEV) used in each new car, depending on its size and features. During his remarks, Biden said the average electric vehicle uses about 3,000 chips, meaning EV will need more than double the amount of what's in a non-electric car. I think this is the 4th time I've pointed this out
R, I loved this post. My brother is a career sports journalist, and my cousin headed up sales at 1 of the major Oz tv stations for 20 odd yrs. Have a beer with either of these 2, and get them going on the lack of research, honesty, and loyalty vs the almighty $, and u'll wind up with a sore ear. Both very decent, principled men. 1 retired early, in total disgust of the ruthlessness of the tv industry. To this day, reading a newspaper is something I regard as a daily essential. U just have to pick the right one. I'm an old Adelaide boy, now living in Melbourne for 30+ yrs. Love Adelaide, and go back regularly, but the Adelaide Advertiser? I reckon 1 of the worst papers in OZ! GLTA, and always DYOR.Lies…and bloody lies !!
At school I was proficient, and not a member of the A Forms. The only prize I ever collected on the numerous Speech Day‘s I attended was the Parents and Friends Essay prize. This encouraged me to write, and upon leaving school I was fortunate enough to win one of the few cadetships on The Advertiser…South Australia’s morning broadsheet.
In the late 60’s, budding journos didn’t go to uni to get a degree in communications or the like, they had to win a Cadetship from a media organisation. As with most apprenticeships, this entitled them to enjoy all the most rudimentary jobs. However, each cadet was assigned a mentor, and I was lucky enough to get Des, one of the ‘Tisers most highly regarded Features writers.
Des was a good mate of Max, a Contributing writer for the paper. Each Thursday evening they would get together at the Criterion, the paper’s watering hole. Occasionally they would be joined by a colleague from The News, Adelaide’s evening tabloid. I was invited to attend for the sole reason of fetching the next round, but it afforded me the opportunity to listen in on the lively conversation. Des and Max we’re old school journos, who did everything by the book…to only commit to paper something that was properly researched and accurate. Their colleague used to mock them for this, saying whatever it took to sell newspapers…his name was Rupert.
Like the SMH, the Age and other state morning broadsheets back then, The Advertiser was a highly successful family owned newspaper that dined out on classified advertising known as ‘the rivers of gold’. They were able to afford the best journos and writers, and allow them the time to produce well researched stories.
That era has passed, and as we’re all aware newspapers, in fact all traditional mainstream media are struggling to stay afloat. The fallout of this is poorly trained journos with little time for research, being pressured to present controversial stories…the more sensational the better to increase ratings or circulation in order to survive.
Added to this, they now have to compete with the totally unregulated, irresponsible, often defamatory world that is social media.
As Rupert would say to Des and Max…whatever it takes to sell newspapers.
If you can accept the above, it will help you understand why we get what we do from such esteemed financial publications as MF, the AFR et al. Of course there is no excuse for this, but don’t get your knicker’s in a twist… it’s just a sign of the times.
Btw…scalability has been raised in recent posts. You may find this hard to believe after I berated Lou and his fellow board members who attended the 2018 AGM, but we actually struck up a friendship of sorts. At a lunch we had, I recall him saying that the lack of scalability was a major reason why Studio was shelved.
Hi @Xray1I presume that patent grant was for the Akida 1.0 .................... so will a new patent grant be required for say the Akida 2.0 ??????????? !!!!!!!!!!
Cheers FD, I sent your answer and the link through to IR@Brainchip.comAbsolutely - particularly with the emergence of UAV's (drones) and air taxis soon to be a thing etc. I imagine AKIDA could be used to ensure/monitor unauthorised entry into controlled airspace or the within the vicinity of arrival and departure paths at airports - spotting operators that ATC are unaware of for instance. The aviation industry relies heavily on technology to function so there would be numerous, if not countless, opportunities here. It applies to both ends too - AKIDA in the airborne vehicle and also in the ground based facility. Set it up successfully with one Air Traffic Service Provider and the rest of the world would follow.
Airservices Australia (our national ATC provider) is in the process of introducing a joint Civil and Military platform so now could be an opportune time to knock on the door, so to speak. Check out the link below: https://www.airservicesaustralia.com/about-us/innovation-and-technology/onesky/