BRN Discussion Ongoing
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toasty
Regular
One day I went into the city to pick up my wife after a girls lunch. As soon as I walked in they asked me if size mattered. My answer was "only if you're a woman!"
Steve10
Regular
Updated US employment data from Philadelphia Fed.
Fed used manipulated data of 368k for April (18k actual), 386k for May (36k actual) & 293k for June (-57k actual) by loading each month with 350k jobs.
Early Benchmark Revisions of
State Payroll Employment
RESEARCH DEPARTMENT
2022 Q2 Vintage
Release Date:
December 13, 2022
Early Benchmarks for All 50 States and the District of Columbia
Estimates by the Federal Reserve Bank of Philadelphia indicate that the employment changes from March through June
2022 were significantly different in 33 states and the District of Columbia compared with current state estimates from
the Bureau of Labor Statistics’ (BLS) Current Employment Statistics (CES). Early benchmark estimates indicated higher
changes in four states, lower changes in 29 states and the District of Columbia, and lesser changes in the remaining 17
states.
Our estimates incorporate more comprehensive, accurate job estimates released by the BLS as part of its
Quarterly Census of Employment and Wages (QCEW) program to augment the sample data from the BLS’s CES that
are issued monthly on a timely basis. All percentage change calculations are expressed as annualized rates. Read
more about our methodology. Learn more about interpreting our early benchmark estimates.
In the aggregate, 10,500 net new jobs were added during the period rather than the 1,121,500 jobs estimated by the sum of the
states; the U.S. CES estimated net growth of 1,047,000 jobs for the period.
https://www.philadelphiafed.org/-/m...-revisions/early-benchmark-2022-q2-report.pdf
US 2 years bond yields have rolled over = rate rises finished. Chart with US02Y overlayed with USINTR shows everytime the US02Y rolls over is at peak of rate rise cycle. April 1989, January 1995, June 2000, July 2006, November 2018 rate rises peaked when US 2 year rolled over like now.
Highly unlikely US terminal rate will be 5.1%. The Fed has finished hiking regardless of what they say.
When will the market wake up? January 2023 like January 2019?
Fed used manipulated data of 368k for April (18k actual), 386k for May (36k actual) & 293k for June (-57k actual) by loading each month with 350k jobs.
Early Benchmark Revisions of
State Payroll Employment
RESEARCH DEPARTMENT
2022 Q2 Vintage
Release Date:
December 13, 2022
Early Benchmarks for All 50 States and the District of Columbia
Estimates by the Federal Reserve Bank of Philadelphia indicate that the employment changes from March through June
2022 were significantly different in 33 states and the District of Columbia compared with current state estimates from
the Bureau of Labor Statistics’ (BLS) Current Employment Statistics (CES). Early benchmark estimates indicated higher
changes in four states, lower changes in 29 states and the District of Columbia, and lesser changes in the remaining 17
states.
Our estimates incorporate more comprehensive, accurate job estimates released by the BLS as part of its
Quarterly Census of Employment and Wages (QCEW) program to augment the sample data from the BLS’s CES that
are issued monthly on a timely basis. All percentage change calculations are expressed as annualized rates. Read
more about our methodology. Learn more about interpreting our early benchmark estimates.
In the aggregate, 10,500 net new jobs were added during the period rather than the 1,121,500 jobs estimated by the sum of the
states; the U.S. CES estimated net growth of 1,047,000 jobs for the period.
https://www.philadelphiafed.org/-/m...-revisions/early-benchmark-2022-q2-report.pdf
US 2 years bond yields have rolled over = rate rises finished. Chart with US02Y overlayed with USINTR shows everytime the US02Y rolls over is at peak of rate rise cycle. April 1989, January 1995, June 2000, July 2006, November 2018 rate rises peaked when US 2 year rolled over like now.
Highly unlikely US terminal rate will be 5.1%. The Fed has finished hiking regardless of what they say.
When will the market wake up? January 2023 like January 2019?
Taproot
Regular
Socionext is a system on a chip company formed in March 2015 from former system LSI businesses of Fujitsu and Panasonic. It has about 2,500 employees worldwide and is headquartered in Yokohama, Japan. It is privately held by the Development Bank of Japan, Fujitsu, and Panasonic.New Google Pixel 7 & 7 Pro phones released in October this year have a new Google Tensor G2 chip with upgraded TPU for AI.
Codenamed Cloudripper it features multiple ARM chips manufactured by Samsung on 4nm.
Dev board code name Cloudripper Model number GS201, Tensor G2 Cores 2x super-big ARM Cortex-X1, 2x big A78, 4x small Cortex-A55 GPU Mali-G710 Manufacturing node 4nm Samsung PLP Modem Samsung Exynos 5300 5G
Google talked about the Tensor G2 and said that it would bring "even more AI-heavy breakthroughs and helpful, personalized experiences across speech, photography, video, and security." And sure enough, the company delivers. The Pixel 7 can take and process night sight images up to two times faster than the Pixel 6. There is also a new Unblur feature on board that fully fixes slightly blurred images. Further, speech recognition has been improved, with the Pixel 7 processing dictated text faster than the Pixel 6, all without sending your audio snippets to servers.
Google Tensor G2: All the details on the Pixel 7's custom chipset
Google is hitting the custom silicon game hard! 🔥www.androidpolice.com
No mention of edge only TPU (Tensor Processing Unit).
Tensor Processing Unit (TPU) is an AI accelerator application-specific integrated circuit (ASIC) developed by Google for neural network machine learning, using Google's own TensorFlow software.[1] Google began using TPUs internally in 2015, and in 2018 made them available for third party use, both as part of its cloud infrastructure and by offering a smaller version of the chip for sale.
Wonder if there is Akida IP on one of the ARM chips?
And I think there may be something going on with Fujitsu for new AI sensors. And Apple's new VR headsets.
Given all the talk about Socionext, NViso, Panasonic, Painchek etc, this following link looks interesting :
Detailed monitoring in hospitals and nursing homes without cameras to ensure patients’ privacy
Fujitsu Limited
Tokyo, July 6, 2022
Fujitsu develops new technology for accurately estimating postures of the human body from point cloud data using millimeter-wave sensor
Fujitsu develops new technology for accurately estimating postures of the human body from point cloud data using millimeter-wave sensor
www.fujitsu.com
Bravo
If ARM was an arm, BRN would be its biceps💪!
This is pretty interesting!
You know how LG Electronics' are working in close collaboration with trusted partner Mercedes-Benz? If you don't check out the link dated 12 Jan 2022 below which says "As an innovative partner for future mobility, LG Electronics' Vehicle component Solutions (VS) Company is working with global automakers such as Mercedes-Benz AG to become a leading developer of connectivity, infotainment and ADAS solutions to deliver differentiated in-vehicle experiences".
You also knew it was LG Electronics'newest premium in-vehicle infotainment (IVI) system that will be a central feature in the 2022 Mercedes-Benz EQS EV sedan, etc.
Well now it has just recently been annoucement (cupla days ago) that LG and SoundHound are teaming up to develop an advanced AI voice system to enable conversational voice control in vehicles. SoundHound's voice recognition technology will be integrated with LG's in-vehicle infotainment (IVI) system, allowing drivers to control key functions using natural language commands.
LG and SoundHound, say hello to AKIDA!
LG Partners With SoundHound to Bring Voice AI Technology to Its Next-Gen IVI Systems | LG NEWSROOM
LG has signed a memorandum of understanding with SoundHound AI, Inc., to jointly develop advanced voice AI technology for the next-generation of in-vehicle infotainment (IVI) systems.www.lgnewsroom.com
LG'S ADVANCED IN-VEHICLE INFOTAINMENT SYSTEM FEATURED IN NEW LUXURY ELECTRIC SEDAN
/CNW/ - LG Electronics' (LG) newest premium in-vehicle infotainment (IVI) system will be a central feature in the 2022 Mercedes-Benz EQS EV sedan, the Pillar...www.newswire.ca
Hey Brain Fam,
Due to the information and connections outlined above, I've been tracking how SoundHound are progressing with interest. Obviously LG think that voice recognition will be in extremely high demand and "the next big thing" - this being the central reason for them teaming up with SoundHound.
I can't help getting VERY excited at the potential for BrainChip's involvement in this burgeoning "voice recognition" space, particularly given both of these companies would be aware of Akida's capabilities by virtue of their involvement with Mercedes, (think EQXX with 5 to 10 times better traditional voice control due to BrainChip's technology).
If you're interested in how next-gen voice control technology is going to revolutionise the way we all do things, then have a peek at this SoundHound video introducing its Dynamic Interaction feature. Not saying we're involved in this but it's just one example of how we are entering into a very exciting time with new and innovative technologies coming to market, the likes of which could all be improved in some shape or form with the incorporation of Akida IMO.
B
SoundHound Unveils Multimodal 'Dynamic Interaction' Feature for Business Smart Displays - Voicebot.ai
SoundHound has introduced a new conversational AI feature called Dynamic Interaction as a way for businesses to apply voice AI..
voicebot.ai
DJM263
LTH - 2015
Flashback to 2020 when Loihi was still only 5 years away from a commercial offering.
Whilst the article doesn't reference BrainChip specifically the use cases now have Akida written all over them and we know where MB pivoted to in order to gain the significant boost for AI applications within their vehicles. Interesting reference to "...in and around" as well.
Cheers.
Smarter Cars: Auto Makers Experiment With Chips That Think Like Humans
Mercedes-Benz is exploring how neuromorphic chips could bring new AI capabilities to its vehicles
By Sara Castellanos
Dec. 10, 2020 3:25 pm ET
Experimental computer chips that try to mimic the way human brains work could accelerate the use of voice and gesture commands in automobiles, researchers at Intel Corp. and Accenture PLC say.
The cutting-edge technique, known as neuromorphic computing, could use significantly less energy than traditional computer- and graphic-processing units that connect wirelessly to a car via the cloud. Today’s cars don’t have the AI capabilities to recognize many speech and gesture commands, in part because of the energy requirements necessary to make those functions work.
Car makers are recognizing the need for AI methods that consume less energy, which is one reason why neuromorphic computing can be beneficial, said Tim Shea, technology researcher at Accenture Labs. “They’re already running up against limitations of [current chips] not being scalable enough,” he said.
German auto maker Mercedes-Benz AG announced last week it had joined the Intel Neuromorphic Research Community to explore how neuromorphic chips could help increase energy efficiency, speed and accuracy for vehicle-related AI uses.
“With the knowledge we’ll gain, we want to achieve a significant boost for our AI applications in and around our vehicles,” said Jasmin Eichler, director of future technologies at Mercedes-Benz, in a statement.
Intel’s neuromorphic chips could begin selling commercially within five years, according to Mike Davies, director of Intel’s Neuromorphic Computing Lab.
Applications powered by neuromorphic chips inside a car could help recognize when a person is shivering and automatically adjust the temperature, Accenture Labs researchers say. They could also recognize a voice command to turn on the car or roll down the window. The chips would be integrated in the car itself and would not need to connect to the cloud in order to work.
Accenture Labs worked on a neuromorphic computing experiment this year with an undisclosed car maker. In the experiment, a neuromorphic chip made by Intel Labs, named Loihi, recognized voice commands such as “start the engine.” The chip consumed 1,000 times less power and responded 200 milliseconds faster than a standard GPU, Mr. Shea said.
Intel is among several companies, universities and startups, such as International Business Machines Corp. , SynSense and Applied Brain Research, that are studying neuromorphic computing. “The industry is looking for new ways of developing AI systems with much lower power consumptions,” said Alan Priestley, AI technologies analyst at research firm Gartner Inc.
Energy consumption is an impediment to some AI deployments. Developing a single AI model, for example, can have a carbon footprint equivalent to the lifetime emissions of five average U.S. cars, according to researchers at the University of Massachusetts, Amherst.
With neuromorphic computing, it is possible to train machine-learning models using a fraction of the data it takes to train them on traditional computing hardware. That means the models learn similarly to the way human babies learn, by seeing an image or toy once and being able to recognize it forever, The Wall Street Journal has previously reported.
The technique uses significantly less energy than today’s GPUs, which are one of the main computer chips used for AI systems, especially neural networks. Neural networks are used in speech recognition and understanding, as well as computer vision.
Another advantage of the computing technique is that it is “event-driven,” meaning it is only computing and using energy when it is activated by an event, such as a voice or gesture command. “It’s not just computing all the time in a uniform way, whether there’s activity or not,” said Alex Kass, a fellow and principal director at Accenture Labs.
Neuromorphic chips can be placed inside cars to do the computing “at the edge,” or inside the car itself, without needing to access the cloud. That means the AI functions always work, even in areas with bad connectivity, such as national forests, Accenture researchers say.
The chips are expected to be the predominant computing architecture for new, advanced forms of AI deployments by 2025, according to Gartner. By that year, Gartner predicts the technology will displace graphics-processing units.
Write to Sara Castellanos at sara.castellanos@wsj.com
Smarter Cars: Auto Makers Experiment With Chips That Think Like Humans
Experimental computer chips that try to mimic the way human brains work could accelerate the use of voice and gesture commands in cars, researchers say.www.wsj.com
All I can Picture is the Brainchip team lead by PVM sitting back thinking, why all this fuss? We made it very clear early on what we had and where we were going with it. What part of "EVERYWHERE" and "EVERYTHING" was so difficult to understand?
Anyway back to finalizing the AKIDA 2000 and hopefully people caught on what this will achieve, transformers anyone? Here's a quick reminder, what they say is pretty much what will happen.
View attachment 24582
I'll finish with a challenge, make a list of what the Brainchip team have said, and not achieved? $5 Billion+ MC in the short term is what they've thought, so anyone keen on making 4-5 x their money in the short term? Just sayin'
"We made it very clear early on what we had and where we were going with it. What part of "EVERYWHERE" and "EVERYTHING" was so difficult to understand?"
Also don't forget the very intoxicating words from PVM,....something to the effect of ...... we will be having EXPLOSIVE SALES.
dippY
Let the next 4C bring substance to Peter's and Sean's intoxicating words of "Explosive Sales" .... after all they did tell us to watch the finacials !!!!.
Rise from the ashes
Regular
Just had another listen to this. When we discuss Peter's vision, a man of his word. Like I said before I'm truly blown away with him keeping these timelines. Interview is from 2013.
S
Straw
Guest
As pointed out by other posters I wouldn't be counting on any particular 4C to form a view of the value in owning BRN.
Its wise to view the wider picture of their now (and for a while now) highly substantial partner ecosystem, licencees and massive list of potential licencees/partners.
I would not want to be standing in front of that snowball.
Last edited by a moderator:
Food4 thought
Regular
I really hope so
For all the long time holders and believers out there.
Getting some solid wins on the board would be fantastic for everyone except the dirty rotten shorters!!!!
equanimous
Norse clairvoyant shapeshifter goddess
TheFunkMachine
seeds have the potential to become trees.
This is a good case of when you see your own dad naked as a grown man.
Fullmoonfever
Top 20
I see the mkt still trying to figure out the recent few pieces of news flow.
Fullmoonfever
Top 20
Nice work by SiFive.
Recent news on their web.
Gotta wonder if our pre-existing relationships with SiFive and Arm in particular assisted with the door to Intel as well.
Couldn't have hurt.
Couple excerpts.
SiFive — Dec 13, 2022
SiFive Delivers Record Growth in 2022 with Fast-Growing Roster of New Customers and Products
Highlights leadership in RISC-V and proven performance and power density benefits
San Jose, Calif., Dec. 13, 2022 – At the RISC-V Summit today, SiFive, Inc., the founder and leader of RISC-V computing, celebrated its impressive year of growth and technical achievements. In 2022 SiFive announced collaborations with some of the world’s largest chip companies and hyperscale datacenters, as the company has been laser-focused on expanding growth. Today SiFive has design wins with more than 100 customers, including 8 of the top 10 semiconductor companies, in applications including automotive, AR/VR, client computing, datacenter, and the intelligent edge. This year the company rolled out new products for a range of fast-growing and high-volume markets, including a comprehensive automotive portfolio, and expanded its presence globally. This momentum was recognized last week when SiFive was awarded the prestigious 2022 Most Respected Private Semiconductor Company Award by the Global Semiconductor Alliance GSA.
.........
The company has continued to deepen its collaborations and partnerships as it works to transform the future of compute and define what comes next. Through partnership with Microchip, SiFive is a part of NASA’s next generation High-Performance Spaceflight Computing (HPSC) processor, which delivers a 100x increase in computational capability to help propel next-generation planetary and surface missions. Additionally, the X280 processor with the new SiFive Vector Coprocessor Interface Extension (VCIX) is being used as the AI Compute Host to provide flexible programming in a leading datacenter. SiFive also announced its work with companies including BrainChip, Kinara (Deep Vision), Synopsys, and ProvenRun, as well as a broad set of OS, Software Tools, and EDA ecosystem processors for the SiFive Automotive Family of processors
Recent news on their web.
Gotta wonder if our pre-existing relationships with SiFive and Arm in particular assisted with the door to Intel as well.
Couldn't have hurt.
Couple excerpts.
SiFive — Dec 13, 2022
SiFive Delivers Record Growth in 2022 with Fast-Growing Roster of New Customers and Products
Highlights leadership in RISC-V and proven performance and power density benefits
San Jose, Calif., Dec. 13, 2022 – At the RISC-V Summit today, SiFive, Inc., the founder and leader of RISC-V computing, celebrated its impressive year of growth and technical achievements. In 2022 SiFive announced collaborations with some of the world’s largest chip companies and hyperscale datacenters, as the company has been laser-focused on expanding growth. Today SiFive has design wins with more than 100 customers, including 8 of the top 10 semiconductor companies, in applications including automotive, AR/VR, client computing, datacenter, and the intelligent edge. This year the company rolled out new products for a range of fast-growing and high-volume markets, including a comprehensive automotive portfolio, and expanded its presence globally. This momentum was recognized last week when SiFive was awarded the prestigious 2022 Most Respected Private Semiconductor Company Award by the Global Semiconductor Alliance GSA.
.........
The company has continued to deepen its collaborations and partnerships as it works to transform the future of compute and define what comes next. Through partnership with Microchip, SiFive is a part of NASA’s next generation High-Performance Spaceflight Computing (HPSC) processor, which delivers a 100x increase in computational capability to help propel next-generation planetary and surface missions. Additionally, the X280 processor with the new SiFive Vector Coprocessor Interface Extension (VCIX) is being used as the AI Compute Host to provide flexible programming in a leading datacenter. SiFive also announced its work with companies including BrainChip, Kinara (Deep Vision), Synopsys, and ProvenRun, as well as a broad set of OS, Software Tools, and EDA ecosystem processors for the SiFive Automotive Family of processors
DingoBorat
Slim
"Highly unlikely US terminal rate will be 5.1%. The Fed has finished hiking regardless of what they say"
Words are the biggest "tools" they have, to regulate the currency environment.
Western economies, were already struggling with close to zero and in some cases negative real interest rates.
Interest rates are still very low and yet many real people are struggling, because of years of artificially, ultra low rates.
High inflation is the new normal now and cannot be reigned in, with their token attempts.
Volcker style interest rate rises to around 20% are what's needed, but this is impossible, with fake economies and high government and personal debt.
Even destroying the fragile economies further, with these "small" rises (no honest government can claim a strong economy, while having ultra low interest rates) will only disadvantage the already disadvantaged further.
While those without debts, will just shrug it off, or complain without due reason, about the price of steak..
The World is heading in the wrong direction, with pretty much everything.
Just 200 years of industrialisation and the World is basically crippled.
Just my bright thoughts for the day
The missing link!
Hi Realinfo.
I’m looking at a bigger picture than Intel getting a licence. Our patents have shut their gate and I’m more inclined to think it’s just a matter of time for Intel to take a major stake in Brainchip. Certainly a Win Win for both companies. We are only just over a billion dollar company and I’m sure Intel will strike at the current share price sooner rather than latter.
This partnership has now quashed any previous doubts I’ve had on our future. Everyone’s going to want a piece of this goldmine. I’ve never been this excited about our prospects with the news over the last two weeks. Really happy to be bolted on for the next few years.
Have a great Xmas all and happy to watch you all prosper next year.
GL
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