BRN Discussion Ongoing

[Build-it]

Not sure if already posted and potentially no link to BRN except that Pia is in the Podcast, I have not listened as yet.

If Fact Finder is reading the optus data breach appears as a topic which I understand you and others may have an interst in.

Why isn’t tech at the front of every board’s mind? (with Pia Turcinov & Alan Jones)

Why don’t more boards have tech at the top of their minds? Why are Australia’s ASX toppers the top tech laggers? That forms the topic of conversation today between board directors Pia Turcinov Smith and Alan Jones and FDI’s Paul Smith.

FUTURE DIRECTORS PODCAST: Creating the Tech-Wise Boardroom (with Pia Turcinov & Alan Jones) — Future Directors

You could be a banana farm. An insurer. A school network. It doesn’t matter. Digital tech is now so integral to day-to-day life that, whatever business you’re in, you’re now a technology business. So why don’t more boards have tech at the top of their minds? Pia Turcinov and Alan Jones join FDI’s Pa

www.futuredirectors.com

Edge Compute

 

[Mccabe84]

Also just tweeted

 

[Diogenese]

TLS, your Post brought me to an interesting question:
Are developement engineers allowed to follow and like possible future partners?

A friend of mine (better: my "best man" - is this the English word for the guy proving your marriage?) used to be one of the 7 Senior buyers @ Audi, Ingolstadt. He is now currently in the developement department. I just forwarded your screenshots with exactly this question. Hope there won't be a regulation - because if they have it, these likes from Merc employees will be probably meaningless as well.

Will post his answer here.

By the way: Met him last time in summer and asked him about BRN directly. Didn't receive an answer due to the company restrictions, altough we share our lives since decades...

"By the way: Met him last time in summer and asked him about BRN directly. Didn't receive an answer due to the company restrictions, altough we share our lives since decades..."

... an eloquent silence?

 

[Xray1]

Just wondering when the FOMO will start to kick in for this upcoming 4C ............. I think it might be released on Thursday 26th ( after hours ) ... with just maybe a Co announcement on Monday or Tuesday just to spice things up especially if the 4C doesn't start reflecting Co's own past statements of explosive sales/revenue ....... as Sean H said expect a lumpy ride ... so imo, the last 4C was a non event, so I now hope that we will see a pleasing upward financial result this time round.....

 

[Kachoo]

Just wondering when the FOMO will start to kick in for this upcoming 4C ............. I think it might be released on Thursday 26th ( after hours ) ... with just maybe a Co announcement on Monday or Tuesday just to spice things up especially if the 4C doesn't start reflecting Co's own past statements of explosive sales/revenue ....... as Sean H said expect a lumpy ride ... so imo, the last 4C was a non event, so I now hope that we will see a pleasing upward financial result this time round.....

No FOMO in my opinion on this one. I think the investors are not expecting much. Could even dip possibly ! Best to have low expectations with a pleasant surprise?

 

[Beebo]

No FOMO in my opinion on this one. I think the investors are not expecting much. Could even dip possibly ! Best to have low expectations with a pleasant surprise?

Low expectation on revenue, but with hopeful expectation of company issued guidance.

 

[GazDix]

I found time to sit down and read the latest whitepaper. After finishing, it jumped out to me that the actual use-cases they mentioned for Akida I believe are already implemented. Here are some of the highlights:

After digging deep in the history of AI it mentions: 'Neuromorphic edge AI silicon is already enabling people to seamlessly interact with smarter devices'. 'Already' is an interesting word for this sentence. I am imagining lots of testing happening of Akida. The use of the plural and broad term: 'people' is done on purpose. Hints at consumers with my rose-tinted coloured glasses on, but of course could mean only three CTOs from start-ups as well.

It concluded: 'These include cars that personalize cabin settings for individual drivers, smart farms, automated factories and warehouses, advanced speech and facial recognition applications, and robots that use sophisticated sensors to see, hear, smell, touch, and taste'. Now because of MB and EQXX, Brainchip are happy to use the EQXX use cases as examples and the other use cases we already know about. There have been many other hypothetical use-cases they and we have thrown around, but it seems these specific ones are chosen. Why? I think because they are already in use and not in the development stage.
This one was really specific: 'Field hospitals in disaster zones can deploy medical robots with advanced edge AI capabilities'. This intrigues me. Where? I wonder.

I am excited for the near future. In the latest podcast as well, Accenture's CTO and Hehir were saying Edge AI will take off 2023/2024. This is now!

Quarterly could be out anytime now (AXE just released theirs). Not expecting much. We have our Annual Report to be released as well in February (judging by previous years). Getting a little bit of FOMO these might be the last days we can buy at such low prices. Exciting times.
Cheers all,

 

[Techinvestor17]

Based on historical analysis of quarterly disclosures December has always been higher than usual due to the fact there must be some historical licences still being used. I know Safran are still using there’s

 

[Dang Son]

ASX Trade calendar​

https://www2.asx.com.au › markets › trading-calendar



2023 ; Australia Day. Thursday 26 January. CLOSED. No Settlement. No Settlement ; Good Friday. Friday 7 April. CLOSED. No Settlement. No Settlement.

 

[TECH]

"Has LSTM and/or Transformers been included in your new architecture"?

"You'll have to wait for our new chip/s to be launched."

With regards to the latest paper on all things benchmarking, I think that Brainchip's approach is admirable, having the only
commercial IP NSoC currently available for companies to access worldwide, well, our version of how neuromorphic benchmarks
should be established for the good of all competing companies now and into the future is one that evens out the playing field,
not one that strongly favours one over another, and is truly based on all factors that justify a company, in this case, Brainchip, to
be rightfully holding the number one pole position on the "Neuromorphic Grid."

Intel did a few years ago attempt to lay out the ground rules for such benchmarking, but from memory it was only really serving
one purpose, and that was the "self-serving" variety.

We have the money and the clout, so we are going to make the rules of measurement, good try.... leaders are leaders for one
specific reason, and in our case it's 3+ years in advance, that position must be earnt, and Peter, Anil and the entire team at
Brainchip Inc worldwide have rightfully earned that position or respect.

For the ones who are convinced that solid revenue is going to turn up from the previous 3 months, Oct-Dec, can you please
enlighten me on where you believe that this revenue has been achieved.

We don't sell products, we sell our IP in license form, and maybe I'm 100% wrong here, but the company hasn't named any new
signings since ????

Akida 3.0 would have commenced, possibly a while ago, because no one at our Research Institute here in Perth sits back in their
lazyboy chair watching pedestrians walking up and down St. Georges Tce day in day out.

Work Ethic & Culture starts at the top, led by Peter Van....


Tech 2023.

 

[Rise from the ashes]

Got to wonder what the market cap will be if all these chips are a raging success.

 

[MaxwellAnne]

Hey GUYS

I'M BACK. long story and i have so much catching up to do. But all is well now and I'm back If someone can summarise in a nutshell what i missed

Welcome back @MDhere hou have been missed

 

[Dhm]

In reference to the Qualcomm video already published here (and I apologise if previously mentioned) at the 38 min I love the way the speaker said that "we will bring this motion reduction technology (from Prophesee) to smart phones and you will see this really soon"
And who do Qualcomm provide their tech to? Amongst others, Apple iPhones....

This may be playing a long bow, but if Qualcomm know and understand Akida/Prophesee technology in cameras, wouldn't that pique Qualcomm's interest going forward with other Akida possibilities?

I also believe Qualcomm Snapdragon is in Samsung phones. I doubt we are in those yet, but "you will see this really soon" may also be appropriate for Samsung too.

 

[alwaysgreen]

In reference to the Qualcomm video already published here (and I apologise if previously mentioned) at the 38 min I love the way the speaker said that "we will bring this motion reduction technology (from Prophesee) to smart phones and you will see this really soon"
And who do Qualcomm provide their tech to? Amongst others, Apple iPhones....

This may be playing a long bow, but if Qualcomm know and understand Akida/Prophesee technology in cameras, wouldn't that pique Qualcomm's interest going forward with other Akida possibilities?

I also believe Qualcomm Snapdragon is in Samsung phones. I doubt we are in those yet, but "you will see this really soon" may also be appropriate for Samsung too.

The Samsung Event for the new Galaxy Phone is on the 2nd of February.

Samsung Australia | Mobile | TV | Home Appliances

Samsung helps you discover a wide range of home electronics with cutting-edge technology including smartphones, tablets, TVs, home appliances and more.

www.samsung.com

They are hinting at some sort of camera that can take epic night time shots. Not sure if it has anything to do with our anti blur, Prophesee collab but I guess our solution may help take tripod-less night sky, astrophotography shots?

More speculation/rumour here:

Galaxy S23 camera teaser puts focus on night photography with 'moon mode'

Samsung's new Galaxy S23 cameras will benefit from a renewed focus on low-light and night photography, judging by leaked teaser videos. The teasers, which | Trusted Reviews

www.trustedreviews.com

 

[alwaysgreen]

Does the ASX allow a 4C to be released on a national public holiday?

No

 

[Townyj]

In reference to the Qualcomm video already published here (and I apologise if previously mentioned) at the 38 min I love the way the speaker said that "we will bring this motion reduction technology (from Prophesee) to smart phones and you will see this really soon"
And who do Qualcomm provide their tech to? Amongst others, Apple iPhones....

This may be playing a long bow, but if Qualcomm know and understand Akida/Prophesee technology in cameras, wouldn't that pique Qualcomm's interest going forward with other Akida possibilities?

I also believe Qualcomm Snapdragon is in Samsung phones. I doubt we are in those yet, but "you will see this really soon" may also be appropriate for Samsung too.

Not only Samsung and Apple... Some of the other players like:

Xiaomi
OPPO
Huawei
OnePlus
Asus
Lenovo
LG
Sony

So only a few...

List of devices using Qualcomm Snapdragon systems on chips - Wikipedia

en.wikipedia.org

 

[Tothemoon24]

Taken from H/C
The only reason I’m sharing is because I luv the strong direct & convincing matter of Tony’s reply .

Holding strong Chippers

 

[Quiltman]

When we are selling our IP, not a product, we are the mercy of our customers success, & their failures.
Their timelines, financials, internal squabbles etc. etc. ... all out of the control of BrainChip.
Our hope is that our customers are wildly successful, and that we are a key reason they were able to differentiate to win in their market segment.
With that, we will also be wildly successful.

So I am thrilled to see that Prophesee Event based solution is(has) being built into Qualcomm SnapDragon processor.
It would seem Prophesee are on the path to being wildly successful.

Luca Verre has been a huge supporter of Akida, and what our IP adds to their product portfolio ... enabling them to differentiate to win.
It is no longer if, but when, BrainChip shares in the Prophesee success.

Although the share market is forward looking, and in tech companies like BrainChip supposedly a minimum of 18 months forward looking, it seems the market has not seen fit to add this clearly significant development to our MC.

Go figure. I'm celebrating Prophesee's success anyway !
If our customers win ... we win.

 

[DingoBorat]

Someone who is like a younger Brother to me (known for almost 30 years) has finally made their first tentative purchase of 2000 shares.

I bought another 1000 myself, as I don't want him to catch up

My purchase is short term, as I think it's better than sitting in the bank at these prices.

I have a feeling the next few weeks, will be exciting.

 

[Diogenese]

Someone who is like a younger Brother to me (known for almost 30 years) has finally made their first tentative purchase of 2000 shares.

I bought another 1000 myself, as I don't want him to catch up

My purchase is short term, as I think it's better than sitting in the bank at these prices.

I have a feeling the next few weeks, will be exciting.

I see you're applying the Achilles tortoise principle.