Rise from the ashes
Regular
Would Douglas be talking about a RF module that megachips has created or is he referring to a RF module Morse micro have created?
I'm trying to find a FCC list of recently approved rf modules.
Would Douglas be talking about a RF module that megachips has created or is he referring to a RF module Morse micro have created?
Boom Stable-dude. Excellent.Wow.
Our founder’s integrity has been discussed and I’m confident with who they are and have faith in their decision making. They would have hired Sean based on character first therefore I trust he’s the right man for the job and surprised at the personal attack on him.
I’m also confident they did their due diligence in checking Sean’s work experience, achievements and philosophy on how he would run the company. I have never run a billion dollar company but I’m guessing it’s not as easy as it looks.
He has hired some excellent staff to assist him; Nandan Nayampally, Chris Stevens and of course Duy-Loan Le who is highly respected, an amazing skill set and high quality character. I’m sure they wouldn’t have come across to Brainchip if they didn’t have confidence in the companies trajectory.
Joining Intels IFS is a massive achievement.
Si-Five, VVDN and Prophesee have taken us on; solid foundations to build a company on.
Sean‘s podcast with the Fortune 500 company Accenture also shows we are heading in the right direction In a predicted massively growing industry. Right place right time!
An example of having to wait for your return on investment:
I live in an area where there is massive almond orchards. It’s three years from planting to getting your first almonds, seven years until you get a full crop. You still have to do all the work, watering, pest control, fertilising and battle Mother Nature, etc. Then when you get a crop you have to have a buyer and of course the market changes over time. After 15 years the tree has reached it’s plateau and then starts to decline until 25-30 years when you pull them out, replant them and start the cycle again.
My prime concern is income however it is not a concern at the moment. I trust there is revenue in the pipeline!
I am confident at the very least MB will start making cars with Brainchip included within the next 12 months in which case income will start coming in.
It’s my opinion (although not confirmed) Valeo have us in the Scala 3 Lidar in which case income will start coming in via MB, BMW and STELLANTIS.
RENESAS is currently making a product with Brainchip included: more income inbound.
So in my opinion that‘s 3 definite sources of income on there way. When that comes in the SP will rise with it; simples!
The SP got to $2.34 on the MB information, what will it do when the three revenue streams actually start coming in!
Then there is many others who are strong possibles, e.g. Prophesee, VVDN etc. This is a revolutionary technology which takes time to implement.
There is also design cycles and certification issues to deal with. However once implemented the revenue stream can last for a long time; that’s what I’m interested in. It’s all been discussed over and over, including the NDA issue, not sure why we keep going over the same ground.
Russia and China are way bigger concerns to me than anything Brainchip is or isn’t doing.
I still have faith in the professionalism of the Management Team who are exceptionally qualified in their industry so at this stage I’ll stand back and let the experts do their job as they see fit!
I have done my research and am very confident in my investment decision. The future looks great to me.
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whoever Jackie and Tommy are *laughsWas wirklich lustig wäre, wäre ein Neuling, der gerade anfängt zu lesen, seit unserem Vierteljahr und all den jüngsten Antworten, wie lächerlich wir alle sind.
Insgesamt herrscht eine überwältigende Stimmung der Enttäuschung. Einige von uns wollen es aufschreiben, andere wollen es verstecken und sich an denen versuchen, die es tun.
Wir jammern und dann jammern andere über die Nörgler. Dann jammern die Nörgler darüber, dass sie nicht jammern, aber dann jammern sie über andere Nörgler.
Verdammt lächerlich.
Wir haben Einnahmen, von denen wir keine Ahnung haben, was die Quellen sind (noch werden wir das jemals tun), obwohl wir so viele Punkte miteinander verbinden wollen, um zu erraten, woher alles kommt.
Verdammt lächerlich. Obwohl ich die Punktverbindung liebe.
Seien Sie in Zeiten wie diesen vorsichtig mit schändlichen Plakaten, Fakten können verzerrt werden. Es ist wichtig, alle daran zu erinnern, dass, obwohl wir nur zwei von ASX angekündigte Unternehmen haben, es mehr gibt als einige der erwähnten Poster, die uns indirekt Einnahmen unter den Bedingungen einer Geheimhaltungsvereinbarung liefern können. Dies wurde mit dem ASX vor einiger Zeit geklärt. Es sind also vielleicht nicht nur Megachips und Renesas (oder mit ihnen verbundene Unternehmen), die diesen Umsatz im letzten Quartal erzielt haben. Wir werden es nicht wissen.
Seit der 6. Klasse war es immer der große Frankie, der die Fußballergebnisse kannte. Er kündigte sie immer in der Pause an. Aber seit der 9. Klasse macht Tommy es. Im Moment ist es nicht dasselbe.
Herrgott noch mal, der Mercedes Benz „ANN“, auf den wir uns alle gefreut haben, wurde nie über den ASX angekündigt. Das ging über Twitter. Das war vor einem Jahr, aber damals hat sich niemand über die Lieferung beschwert. Versuchen Sie es mit Tommy. Seine Reichweite ist sowieso besser als Frankie (und weltweit).
Mist, ich habe gerade über die Nörgler gejammert und wahrscheinlich auch über mich selbst, weil ich vorher gejammert habe.
TL;DR Enttäuschung ist in Ordnung
How do you know sales haven't lost anyone (are you referring to the sales team) or to potential IP licencees?He's pushed v hard to sell the Akida IP into OEM manufacturers and chip designers.
No doubting there has been some resistance into these companies not wanting to pay for reconfiguring their designs. They're probably telling us to manufacture and sell them the hardware that they can just plug and play with whatever device they make.
So lo and behold he's pushed us into taping out the latest and greatest akida chip, all made possible by freeing up our engineers.(founders)
It's all about overcoming the fear of the new as far as implementing solutions that use the akida IP.
I dare say that if intel had the akida product it would be a no- brainer to sell.
But we don't have intel shares and all their legacy designs hanging around our neck, do we?
So consider yourself lucky that our CEO has achieved what he set out to do with minimum fuss and expense, that the investor relations guy listens and responds to your queries, that the designers have worked another miracle, that sales haven't lost anyone, and that our competitors, while growing in number are not making any headway in closing our lead.
Therefore I give our CEO 4.5 stars. Margaret?
Thanks RFTA.I swear I felt like I was in a therapy session reading your post.
Rob wants to see revenue, not much Tony can do about that. Tony's hands are tied with what he can say. Rob is being respectful not divulging more of the Convo he had. And no the rest of the Convo we are not hearing would not contain sensitive info.
Not directed at you but I can imagine some people here would probably have that silly idea in their head.
Awesome SG .... great post...Wow.
Our founder’s integrity has been discussed and I’m confident with who they are and have faith in their decision making. They would have hired Sean based on character first therefore I trust he’s the right man for the job and surprised at the personal attack on him.
I’m also confident they did their due diligence in checking Sean’s work experience, achievements and philosophy on how he would run the company. I have never run a billion dollar company but I’m guessing it’s not as easy as it looks.
He has hired some excellent staff to assist him; Nandan Nayampally, Chris Stevens and of course Duy-Loan Le who is highly respected, an amazing skill set and high quality character. I’m sure they wouldn’t have come across to Brainchip if they didn’t have confidence in the companies trajectory.
Joining Intels IFS is a massive achievement.
Si-Five, VVDN and Prophesee have taken us on; solid foundations to build a company on.
Sean‘s podcast with the Fortune 500 company Accenture also shows we are heading in the right direction In a predicted massively growing industry. Right place right time!
An example of having to wait for your return on investment:
I live in an area where there is massive almond orchards. It’s three years from planting to getting your first almonds, seven years until you get a full crop. You still have to do all the work, watering, pest control, fertilising and battle Mother Nature, etc. Then when you get a crop you have to have a buyer and of course the market changes over time. After 15 years the tree has reached it’s plateau and then starts to decline until 25-30 years when you pull them out, replant them and start the cycle again.
My prime concern is income however it is not a concern at the moment. I trust there is revenue in the pipeline!
I am confident at the very least MB will start making cars with Brainchip included within the next 12 months in which case income will start coming in.
It’s my opinion (although not confirmed) Valeo have us in the Scala 3 Lidar in which case income will start coming in via MB, BMW and STELLANTIS.
RENESAS is currently making a product with Brainchip included: more income inbound.
So in my opinion that‘s 3 definite sources of income on there way. When that comes in the SP will rise with it; simples!
The SP got to $2.34 on the MB information, what will it do when the three revenue streams actually start coming in!
Then there is many others who are strong possibles, e.g. Prophesee, VVDN etc. This is a revolutionary technology which takes time to implement.
There is also design cycles and certification issues to deal with. However once implemented the revenue stream can last for a long time; that’s what I’m interested in. It’s all been discussed over and over, including the NDA issue, not sure why we keep going over the same ground.
Russia and China are way bigger concerns to me than anything Brainchip is or isn’t doing.
I still have faith in the professionalism of the Management Team who are exceptionally qualified in their industry so at this stage I’ll stand back and let the experts do their job as they see fit!
I have done my research and am very confident in my investment decision. The future looks great to me.
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Just read Diogenes posts…………..and you may find you are missing him lessI am missing @Fact Finder
Sorry - have nothing more to say at the moment. Good night from good old Bavaria.
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Sensor module integrates edge AI — Electronic Products
TDK claims the first sensor module, in collaboration with Texas Instruments, to feature built-in edge AI plus wireless mesh connectivity.apple.news
Sensor module integrates edge AI
Jan 30, 2023 | 7:28 AM
TDK Corp. recently announced the TDK i3 Micro Module, in collaboration with Texas Instruments Inc. (TI). Claiming the first module with built-in edge AI and wireless mesh connectivity, the sensor module integrates TI’s CC2652R7 SimpleLink wireless microcontroller, providing real-time monitoring and TDK’s IIM-42352 high-performance SmartIndustrial MEMS accelerometer and digital output temperature sensor, edge AI, and mesh network functionality in a single unit.
The digital-output X-, Y-, and Z-axis accelerometer features a programmable full-scale range of ±2 g, ±4g, ±8 g and ±16 g, user-programmable interrupts, I3C/I²C/SPI slave host interface, digital-output temperature sensor, an external clock input supporting accurate clock input from 31 kHz to 50 kHz and 20,000 g shock tolerance. The combination facilitates data aggregation, integration and processing, said TDK.
(Source: TDK Corp.)
The i3 Micro Module “smart” sensor node edge implementation can be used with a wide range of production equipment. The advantage of the sensor module is an understanding of the health of machinery and equipment and less downtime through real-time monitoring versus manpower and scheduled maintenance, the company said.
The battery-powered wireless sensor module helps to rapidly predict anomalies in machinery and equipment, while its condition-based monitoring (CbM) enables progress toward smart factories, said TDK. In addition to factory automation and predictive maintenance, target applications also include robotics and HVAC filter monitoring.
Key features include edge AI-enabled anomaly detection, an embedded algorithm for vibration monitoring, accelerometer and temperature sensors, wireless connectivity including BLE and mesh network, USB interface, a replaceable battery, PC software for data collection, AI training and visualization.
How it works: The data detected by the sensors are processed by i3 Micro Module’s embedded edge AI. The data do not need to be aggregated and analyzed in the cloud, minimizing network traffic, said TDK. The modules connect to each other via a wireless mesh network, formed automatically between modules by installing them.
Provided in a small package size of 56 × 41 × 20 mm, the i3 Micro Module solution is expected to be available through most global distribution partners by the fourth quarter of 2023. TDK demoed the i3 Micro Module at CES 2023.
Decoy duck:
Good question.How do you know sales haven't lost anyone (are you referring to the sales team) or to potential IP licencees?
Hey Rise and pope,I swear I felt like I was in a therapy session reading your post.
Rob wants to see revenue, not much Tony can do about that. Tony's hands are tied with what he can say. Rob is being respectful not divulging more of the Convo he had. And no the rest of the Convo we are not hearing would not contain sensitive info.
Not directed at you but I can imagine some people here would probably have that silly idea in their head.
But, but, but, I demand revenue now, none of that means anything![]()
Maybe one of the EAP's have piked it, I recall Sean mentioning it in an interview but imo he didn't communicate that very clearly so still up in the air for me. I'll check my notes and see if I can find it.Good question.
It is often commented on in 4C's and annual reports that all our EAP customers remain engaged in grasping what akida IP can do for them. My point is that while this remains a slow process, none of them have come out and said something like they are cancelling their EAP and signing up with Nvidia or similar.
Why is this important? Because Nvidia and similar would be promising them the earth.
Much appreciated gang.Done, enjoy ad free forum and whatever else it brings.
Maybe one of the EAP's have piked it, I recall Sean mentioning it in an interview but imo he didn't communicate that very clearly so still up in the air for me. I'll check my notes and see if I can find it.
Around the 38 minute mark
Yeah hopefully no other pikers mate. But we probably wouldn't need them all if their are a couple big shows in the line up. More the better of course.Thanks Rise.
Wasn't very clear really for mine.
Wasn't a simple % as question asked...like 100% or 50% or whatever of EAPs.
Was the "one" a confirmed continuance or "one" that stopped?
"Virtually" all of them still in the program...would imply not all still imo.
That's my take anyway.