BRN Discussion Ongoing

[Boab]

Mucking around on a Sunday arvo on Chatgpt and asked the question "can edge computing store data to later send to the cloud?
The answer of course was yes but the interesting part was it/they referred to it as "Fog Computing"
I don't recall hearing or seeing that terminology before. I am somewhat forgetful though.
Anyway, could be part of my next search looking for clues.
have fun.

 

[BigDonger101]

Since when have you been called BigDonger

hahahaha - I changed my name when some other poster said ''Big Bonzo - More like Big Donger''

Great name lol.

 

[Deadpool]

hahahaha - I changed my name when some other poster said ''Big Bonzo - More like Big Donger''

Great name lol.

And here I was thinking FF had come back incognito.

 

[Fullmoonfever]

Mucking around on a Sunday arvo on Chatgpt and asked the question "can edge computing store data to later send to the cloud?
The answer of course was yes but the interesting part was it/they referred to it as "Fog Computing"
I don't recall hearing or seeing that terminology before. I am somewhat forgetful though.
Anyway, could be part of my next search looking for clues.
have fun.

Boab

Maybe find this post from May last year worth a read...has an article explaining

At the time I wrote we had one partnership in the consortium...well, now we have two.

"If we think of our primary start point or playground as the Edge then what of the "beyond the Edge" back the other way to the cloud....being the Fog.

The area between the Edge and the Cloud.

Obviously partnered with at least one member of the the OpenFog Consortium...in red below."

BRN Discussion Ongoing

In July I intend asking that question directly, to both. $5.00 was said with a smile last year. Health reasons ? 2025 maybe a fair and reasonable time to rack the cue, but I need to hear that personally, before I accept it as gospel. Love Brainchip, the staff, the technology, the passion...

thestockexchange.com.au

Is fog computing more than just another branding for edge computing?

Cisco coined fog computing to describe extending cloud computing to the enterprise's edge. It's a decentralized computing platform in which

dataconomy.com

 

[Boab]

Boab

Maybe find this post from May last year worth a read...has an article explaining

At the time I wrote we had one partnership in the consortium...well, now we have two.

"If we think of our primary start point or playground as the Edge then what of the "beyond the Edge" back the other way to the cloud....being the Fog.

The area between the Edge and the Cloud.

Obviously partnered with at least one member of the the OpenFog Consortium...in red below."

BRN Discussion Ongoing

In July I intend asking that question directly, to both. $5.00 was said with a smile last year. Health reasons ? 2025 maybe a fair and reasonable time to rack the cue, but I need to hear that personally, before I accept it as gospel. Love Brainchip, the staff, the technology, the passion...

thestockexchange.com.au

Is fog computing more than just another branding for edge computing?

Cisco coined fog computing to describe extending cloud computing to the enterprise's edge. It's a decentralized computing platform in which

dataconomy.com

Ta very much FMF

 

[Dallas]

https://www.azorobotics.com/News.aspx?newsID=13527&utm_source=pocket_readerThanks Australia

 

[Steve10]

 

[TECH]

Well 4 business days this week and 2 the following, and then we'll have our current questions answered.

I think most of us feel that the timing isn't quite right, we are still so far ahead of the curve, products are coming, royalties are coming
but I feel it's definitely not all in synch just yet.

As mentioned before, I wish to hear of more IP signings. The companies we have been engaged with for a number of years now
through our EAP program really need to commit, surely....as the months trundle by I am really having trouble accepting that they
just won't commit, "officially" that is.

Brainchip signs IP Licenses, that's our play.

Have things stalled somewhat? Please put aside all the dots for a moment, please put aside the companies that have "officially"
signed an IP License, we know that they are developing products, that I totally understand, but it's the companies that are seemingly
on the fringe, when do they actually, officially, have to be announced as holding an IP License?

That part has me confused.

Just putting the question out there, I'm backing our company 100% to succeed, is it all about the NDA's???

Or is it simply a case of, our partners have to sell our IP to their customers before they commit to actually developing a product as such?

All's cool, just throwing it out there.

Cheers....Tech

 

[Perhaps]

Well 4 business days this week and 2 the following, and then we'll have our current questions answered.

I think most of us feel that the timing isn't quite right, we are still so far ahead of the curve, products are coming, royalties are coming
but I feel it's definitely not all in synch just yet.

As mentioned before, I wish to hear of more IP signings. The companies we have been engaged with for a number of years now
through our EAP program really need to commit, surely....as the months trundle by I am really having trouble accepting that they
just won't commit, "officially" that is.

Brainchip signs IP Licenses, that's our play.

Have things stalled somewhat? Please put aside all the dots for a moment, please put aside the companies that have "officially"
signed an IP License, we know that they are developing products, that I totally understand, but it's the companies that are seemingly
on the fringe, when do they actually, officially, have to be announced as holding an IP License?

That part has me confused.

Just putting the question out there, I'm backing our company 100% to succeed, is it all about the NDA's???

Or is it simply a case of, our partners have to sell our IP to their customers before they commit to actually developing a product as such?

All's cool, just throwing it out there.

Cheers....Tech

Brainchips play are royalties, not IP licenses. The licenses are just the icing on the cake, when it comes to the financials. So it depends deeply on the kind of license holders, not how many. A big one like Renesas with lots of different businesses can work for hundreds of millions of sold items with Akida IP. That's much more worth than, just for example, Nintendo is selling one million game consoles with Akida IP. I don't think it's time for royalties in 2023, as it needs a long time in advance 'til they got paid. This year will be about hopefully some more licenses and some engineering fees. The interesting years will be 2024/25, when financials start rolling. So still a way to go, this year might not be that easy.
Nerves of steel and patience for all investors, the reward will come.

 

[stuart888]

Brainchip??? Joining the dots!

 

[alwaysgreen]

Brainchips play are royalties, not IP licenses. The licenses are just the icing on the cake, when it comes to the financials. So it depends deeply on the kind of license holders, not how many. A big one like Renesas with lots of different businesses can work for hundreds of millions of sold items with Akida IP. That's much more worth than, just for example, Nintendo is selling one million game consoles with Akida IP. I don't think it's time for royalties in 2023, as it needs a long time in advance 'til they got paid. This year will be about hopefully some more licenses and some engineering fees. The interesting years will be 2024/25, when financials start rolling. So still a way to go, this year might not be that easy.
Nerves of steel and patience for all investors, the reward will come.

Sean Hehir said that he would essentially like to be judged on the company's progress at the next AGM.

He also said to watch the financials. Then followed it up with words to the effect that there have been a few extraordinary world economic and political events that will likely delay said progress.

There was also a comment that revenue growth would outpace costs by the end of 2022 but I assume that will be affected also.

What is progress? Partnerships with Edge impulse, ARM, Intel foundry, NVISO etc are fantastic and will definitely lead to revenue. Is this what Sean meant by judging progress at the next AGM? I personally think most shareholders would have taken that line as both new partners, new licenses and hopefully some decent revenue. Still 4 months til the AGM but I fear that the shorters will tear us apart if there is no revenue or cashflow in the upcoming reports.

 

[equanimous]

Well 4 business days this week and 2 the following, and then we'll have our current questions answered.

I think most of us feel that the timing isn't quite right, we are still so far ahead of the curve, products are coming, royalties are coming
but I feel it's definitely not all in synch just yet.

As mentioned before, I wish to hear of more IP signings. The companies we have been engaged with for a number of years now
through our EAP program really need to commit, surely....as the months trundle by I am really having trouble accepting that they
just won't commit, "officially" that is.

Brainchip signs IP Licenses, that's our play.

Have things stalled somewhat? Please put aside all the dots for a moment, please put aside the companies that have "officially"
signed an IP License, we know that they are developing products, that I totally understand, but it's the companies that are seemingly
on the fringe, when do they actually, officially, have to be announced as holding an IP License?

That part has me confused.

Just putting the question out there, I'm backing our company 100% to succeed, is it all about the NDA's???

Or is it simply a case of, our partners have to sell our IP to their customers before they commit to actually developing a product as such?

All's cool, just throwing it out there.

Cheers....Tech

If your confused why not ask the company these questions directly?

No one here knows these answers and having a debate here will further confuse people.

 

[Perhaps]

There was also a comment that revenue growth would outpace costs by the end of 2022 but I assume that will be affected also.

Repeated for many times but wrong. The comment was about the ADDITIONAL costs for new employees covered by the revenue.

 

[Violin1]

Well 4 business days this week and 2 the following, and then we'll have our current questions answered.

I think most of us feel that the timing isn't quite right, we are still so far ahead of the curve, products are coming, royalties are coming
but I feel it's definitely not all in synch just yet.

As mentioned before, I wish to hear of more IP signings. The companies we have been engaged with for a number of years now
through our EAP program really need to commit, surely....as the months trundle by I am really having trouble accepting that they
just won't commit, "officially" that is.

Brainchip signs IP Licenses, that's our play.

Have things stalled somewhat? Please put aside all the dots for a moment, please put aside the companies that have "officially"
signed an IP License, we know that they are developing products, that I totally understand, but it's the companies that are seemingly
on the fringe, when do they actually, officially, have to be announced as holding an IP License?

That part has me confused.

Just putting the question out there, I'm backing our company 100% to succeed, is it all about the NDA's???

Or is it simply a case of, our partners have to sell our IP to their customers before they commit to actually developing a product as such?

All's cool, just throwing it out there.

Cheers....Tech

Agree with your musings @TECH. I think too early for major revenue as yet. We need more licence signings before we have a broad base for revenue. Had quietly hoped we'd see a couple more by now - but I'm not worried given all the positive commentary by some of our partners. The next 4c is an opportunity for us to show support for the company and avoid going ape-shift like some did last time. It's a long game. Patience required. When royalties start they'll likely grow quickly - and we only need $20m or so per annum to get into the black.

Let's be kind to Tony everyone!
Akida ballista

 

[TECH]

Brainchips play are royalties, not IP licenses. The licenses are just the icing on the cake, when it comes to the financials. So it depends deeply on the kind of license holders, not how many. A big one like Renesas with lots of different businesses can work for hundreds of millions of sold items with Akida IP. That's much more worth than, just for example, Nintendo is selling one million game consoles with Akida IP. I don't think it's time for royalties in 2023, as it needs a long time in advance 'til they got paid. This year will be about hopefully some more licenses and some engineering fees. The interesting years will be 2024/25, when financials start rolling. So still a way to go, this year might not be that easy.
Nerves of steel and patience for all investors, the reward will come.

IP Licenses are Brainchips play first and foremost, as without them being signed there is no royalty stream..end of story.

We are all aware or should be that the royalty stream is where the real revenue is long term, I also only mentioned our EAP customers, as in
at least 8 Tier 1 companies, not small fry, why won't they commit do you think?

"This year will be about hopefully some more licenses and some engineering fees", that's exactly what I am referring to, I appreciate
your view, but you appear to have got caught up on my word "play"

"Brainchips play are royalties, not IP licenses." We are following the ARM business model as a supplier of IP, that's our "initial play"

I do agree with your view on the other matters that you raised, cheers.

Tech

 

[BaconLover]

IP Licenses are Brainchips play first and foremost, as without them being signed there is no royalty stream..end of story.

We are all aware or should be that the royalty stream is where the real revenue is long term, I also only mentioned our EAP customers, as in
at least 8 Tier 1 companies, not small fry, why won't they commit do you think?

"This year will be about hopefully some more licenses and some engineering fees", that's exactly what I am referring to, I appreciate
your view, but you appear to have got caught up on my word "play"

"Brainchips play are royalties, not IP licenses." We are following the ARM business model as a supplier of IP, that's our "initial play"

I do agree with your view on the other matters that you raised, cheers.

Tech

Agreed.

Not sure how we would get Royalties without IP licenses

People are waiting for royalties from Renesas because they've signed the dotted line.

 

[Iseki]

Agreed.

Not sure how we would get Royalties without IP licenses

People are waiting for royalties from Renesas because they've signed the dotted line.

TBH for us to get royalties first a person needs to go into a shop and buy something manufactured by a client of renesas.

I suppose it's quite possible that any company could sign a license agreement with BRN, and that company ask any of the fabless designers (arm, Megachips, renesas, Socionext) to design a microcontroller containing Akida IP, and this wouldn't need to be announced as untill a final product is manufactured there is nothing material. In this case the royalty payment would not be through the renesas or megachips agreement, but directly with BRN.

Or is this wrong?

 

[Mccabe84]

TBH for us to get royalties first a person needs to go into a shop and buy something manufactured by a client of renesas.

I suppose it's quite possible that any company could sign a license agreement with BRN, and that company ask any of the fabless designers (arm, Megachips, renesas, Socionext) to design a microcontroller containing Akida IP, and this wouldn't need to be announced as untill a final product is manufactured there is nothing material. In this case the royalty payment would not be through the renesas or megachips agreement, but directly with BRN.

Or is this wrong?

Would this be similar to all the Partnerships being announced on social media but not the asx ?

 

[Shadow59]

IP Licenses are Brainchips play first and foremost, as without them being signed there is no royalty stream..end of story.

We are all aware or should be that the royalty stream is where the real revenue is long term, I also only mentioned our EAP customers, as in
at least 8 Tier 1 companies, not small fry, why won't they commit do you think?

"This year will be about hopefully some more licenses and some engineering fees", that's exactly what I am referring to, I appreciate
your view, but you appear to have got caught up on my word "play"

"Brainchips play are royalties, not IP licenses." We are following the ARM business model as a supplier of IP, that's our "initial play"

I do agree with your view on the other matters that you raised, cheers.

Tech

I think something that is missed along the way is that we have agreements with Renesas and Megachips.
Our EAP's may well be signing (I would think most likely) with these companies. We may never see any of them sign an IP licence with BRN!
We may know nothing until royalties start coming in!
I vaguely remember (not quoting) Sean Hehir saying something about watching for income rather than anything else.

 

[TECH]

If your confused why not ask the company these questions directly?

No one here knows these answers and having a debate here will further confuse people.

Thanks for your solid input.

I have asked those questions and they don't know either, so I'll wait for the upcoming AGM to direct those questions directly to Sean.

We all (assume) would like to know, wouldn't we?

How much is a IP License fee....5 million USD? I've forgotten.