BRN Discussion Ongoing

[Slade]

I am happy that ARM has BrainChip earmarked for their Cortex-M.

“No Controller Left Behind”: Why Cortex-M CPUs are the Automotive Choice for Microcontrollers

Arm's Cortex-M CPUs are the ideal choice for microcontollers (MCUs) in automotive vehicles, including new software defined vehicles.

www.arm.com

 

[Rise from the ashes]

https://www.ncal.sv.cmu.edu/_files/ugd/a50a9f_1f1ceb99e9e34eebbbee65af5dfd4317.pdf?index=true

PDF FILE.

Cookie Absent

No idea why the link states Cookie absent. But if you click it will take you to the citation in the image

 

[Rise from the ashes]

https://media.defense.gov/2022/Apr/15/2002977654/-1/-1/0/DoD_22.2_Full.PDF

Interesting document to read on a lazy Sunday
Link to PDF

 

[charles2]

Overview of Chip Embargo with historical precedents

Good read

The Only Way the U.S. Can Win the Tech War with China

The tech war between China and the U.S. over advanced semiconductors is rapidly heating up, but the U.S. needs allies to win

news.yahoo.com

 

[Vanman1100]

Come on

 

[Vanman1100]

Good morning everyone.

 

[Deleted member 118]

Something for a Sunday



Listen to the 5 mins 4 second mark but Luca whole presentation is very impressive.

 

[Salad1]

come on mate, salad and milo will be back soon
.

Stronzo.

 

[David holland]

GT Auto Tuner

First system worldwide to leverage physics and reinforcement learning to optimize gas turbine operation

www.siemens-energy.com

Check out the 3-minute video.

Do Lou mention Siemens or was that someone else?

Next year's AGM is shaping up to be our best ever, I hope that Anil and Rob attend this time, if so, I'll make the effort to fly back from
New Zealand early to shake some hands and acknowledge excellence when I see it eye to eye.

Having both Peter and Anil together on stage on Australian soil will be a very special moment, that no genuine shareholder should miss,
let's hope it eventuates, the seed has been sown, let the magic begin.

God Bless Brainchip x

Going to be in Billions of products,Let the Good Times Roll

 

[Deadpool]

Stronzo.

 

[Fact Finder]

Something for a Sunday



Listen to the 5 mins 4 second mark but Luca whole presentation is very impressive.

View attachment 22460

The Significant Takeaway from this presentation by Luca Verre CEO Prophesee in my opinion:

1. Sony is their customer.

2. Sony and Prophesee have now brought a mass produced vision sensor to the market.

3. Prophesee commenced working with Sony to bring this vision sensor to market THREE YEARS AGO or sometime in 2019.

4. AKIDA engineering samples were produced and made available to early access customers under EAPs in OCTOBER, 2020 or TWO YEARS AGO.

5. RENESAS was announced as having licensed AKIDA IP on 23 December, 2020 or ONE YEAR AND ELEVEN MONTHS AGO.

6. NASA was announced as having become an EAP on 23 December, 2020 or ONE YEAR AND ELEVEN MONTHS AGO.

7. MegaChips was announced as having purchased an IP licence in October, 2021 or ONE YEAR AND ONE MONTH AGO.

8. Mercedes Benz announced it was working with Brainchip in January, 2022 or ELEVEN MONTHS AGO.

9. Valeo was announced in June, 2020 or TWO YEARS AND FIVE MONTHS AGO.

10. Ford was announced in May, 2020 or TWO YEARS AND SIX MONTHS AGO.

11. ARM, SiFive, Edge Impulse, Nviso and Prophesee all announced during 2022 or OVER THE LAST EIGHT MONTHS.

So what are the other known facts that allow ME to say that Renesas the partners and the other EAPs from 2020 are not proceeding, taking too long or have no intention of bringing products to market containing complex science fiction level advanced AKIDA technology for original use cases when it took Sony and Prophesee three years to bring a simple event based vision sensor to market and Brainchip has stated that they continue to work with these trusted by partners and EAPs?

In fairness to Brainchip I will concede that where automotive applications are concerned there is an additional complicating factor involved in obtaining ISO 26262 certification. https://www.automotive-iq.com/electrics-electronics/articles/iso-26262-semiconductor-safety/amp

Genuine question so all sensible answers are welcomed.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[VictorG]

The Significant Takeaway from this presentation by Luca Verre CEO Prophesee in my opinion:

1. Sony is their customer.

2. Sony and Prophesee have now brought a mass produced vision sensor to the market.

3. Prophesee commenced working with Sony to bring this vision sensor to market THREE YEARS AGO or sometime in 2019.

4. AKIDA engineering samples were produced and made available to early access customers under EAPs in OCTOBER, 2020 or TWO YEARS AGO.

5. RENESAS was announced as having licensed AKIDA IP on 23 December, 2020 or ONE YEAR AND ELEVEN MONTHS AGO.

6. NASA was announced as having become an EAP on 23 December, 2020 or ONE YEAR AND ELEVEN MONTHS AGO.

7. MegaChips was announced as having purchased an IP licence in October, 2021 or ONE YEAR AND ONE MONTH AGO.

8. Mercedes Benz announced it was working with Brainchip in January, 2022 or ELEVEN MONTHS AGO.

9. Valeo was announced in June, 2020 or TWO YEARS AND FIVE MONTHS AGO.

10. Ford was announced in May, 2020 or TWO YEARS AND SIX MONTHS AGO.

11. ARM, SiFive, Edge Impulse, Nviso and Prophesee all announced during 2022 or OVER THE LAST EIGHT MONTHS.

So what are the other known facts that allow ME to say that Renesas the partners and the other EAPs from 2020 are not proceeding, taking too long or have no intention of bringing products to market containing complex science fiction level advanced AKIDA technology for original use cases when it took Sony and Prophesee three years to bring a simple event based vision sensor to market and Brainchip has stated that they continue to work with these trusted by partners and EAPs?

In fairness to Brainchip I will concede that where automotive applications are concerned there is an additional complicating factor involved in obtaining ISO 26262 certification. https://www.automotive-iq.com/electrics-electronics/articles/iso-26262-semiconductor-safety/amp

Genuine question so all sensible answers are welcomed.

My opinion only DYOR
FF

AKIDA BALLISTA

Would it not be probable that BRN moved from producing chips to licensing IP at the behest of the EAP's, partners, licenees so as to streamline Akida's integration.

 

[thelittleshort]

Would it not be probable that BRN moved from producing chips to licensing IP at the behest of the EAP's, partners, licenees so as to streamline Akida's integration.

@VictorG I had the same thought

 

[Deleted member 118]

@VictorG I had the same thought

 

[Fact Finder]

Would it not be probable that BRN moved from producing chips to licensing IP at the behest of the EAP's, partners, licenees so as to streamline Akida's integration.

My understanding of the history is that in 2015 Peter van der Made stated in an AGM presentation that the end goal was for Brainchip to follow the ARM business model and become an IP supplier.

The AKIDA IP was available before the AKD1000 engineering samples which according to the then CEO Mr. Dinardo was required by early access customers to prove to them that the IP actually worked when implemented in silicon.

I suspect that by the time that Sean Hehir made his announcement that Brainchip was going fully IP that Brainchip had reached a point where the semiconductor market (not the morons on HC and WANCAs) accepted that the IP was real and did work as claimed and so the time was right. Remembering that by then they had the first commercially produced AKD1000 chips in hand and a range of platforms available to convince any with lingering doubts it was real.

It is useful also to note that for AKIDA 2.0 the CEO Sean Hehir stated the IP will be released then next year a reference chip may be produced.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Mccabe84]

Would it not be probable that BRN moved from producing chips to licensing IP at the behest of the EAP's, partners, licenees so as to streamline Akida's integration.

Also why would one pay millions of dollars for an IP when the potential customer can skip the middle man/woman ( who has paid for the IP of BRN )

 

[VictorG]

It was around the same time when BRN was included in ARM's parnter program that Sean declared BRN's pivot to pure IP.
The timing of this move would have been heavily influenced by BRN's EAP's, because while EAP's loved AKIDA, I imagine their feedback was along the lines of they prefer Akida to be plug and play rather than requiring a platform of its own. Enter ARM and as they say the rest is history.

Which makes the BRN business model an essential study for startups.

 

[Fact Finder]

It was around the same time when BRN was included in ARM's parnter program that Sean declared BRN's pivot to pure IP.
The timing of this move would have been heavily influenced by BRN's EAP's, because while EAP's loved AKIDA, I imagine their feedback was along the lines of they prefer Akida to be plug and play rather than requiring a platform of its own. Enter ARM and as they say the rest is history.

Which makes the BRN business model an essential study for startups.

So let me be clear on this you are saying that despite:

1. Covid-19 lockdowns, lockouts, boarder closures, company collapses, workforce realignment to remote working, banning of international travel for business, and

2. Collapse of world wide semiconductor Supply chains, and

3. China USA trade war, cyber warfare involving hacking and election interference and

4. Russian invasion of Ukraine disrupting energy supply to the EU and UK, disruption of grain supplies to the developing world causing famine and death, oil price rises across the World, interest rate rises and inflationary pressures, lay offs in large tech companies, more cyber hacking and electoral interference and

5. Shortages of qualified engineers in the semiconductor space,

that things are pretty much going to plan with Brainchip as it moves from research company to commercial entity as set out back in 2015 by one of its founders?

My opinion only DYOR
FF

AKIDA BALLISTA

 

[VictorG]

That's it in a nutshell FF.
If I may add one extra point, since 2015 BRN executive branch has morphed into IMO the most impressive team assembled and I'm sure the envy of their peers. I especially have enormous respect for Sean Hehir and consider BRN is fortunate to have him steering the course.

 

[RobjHunt]

The reality is a share price back in the 60c range and not much in the way of receipts... yet. Puffery, doesn't increase the value of my shares. Revenue does. "The Burgers are best at hungry Jacks".... yet nobody is taking legal action against them. Grow up.

Oh dear!

The share price is certainly in the 60c range today as it was yesterday, unfortunately it wont change up or down as it is the weekend. I wonder if something BrainChip positive is announced tomorrow if the value of your shares would change. Possibly, possibly not. However what, in my opinion, will happen is that your shares value will change with a positive announcement from BrainChip, a company using our Akida IP or a public published acknowledgment from an NDA or EAP mob.

A share price, as you say back to a 60c range, for me is healthy because IF a positive announcement from BrainChip, a company using our Akida IP or a public published acknowledgment from an NDA or EAP mob would, I'm sure, increase the value of my shares. The question is though, when do you think this may happen??

As an investor the greatest piece of advice I received from one of my ole mates prior to me treking down this shares trail was that you only spend your hard earned money on stocks if you are prepared to lose it, if it works then......winner!

All I'm saying is that those stocks you spend your hard earnt on, just wait because not much happens overnight but there's a fair chance that it will happen at some stage. Good or bad depends on your due diligence and research.

Pantene!