BRN Discussion Ongoing

[thelittleshort]

Advertised roles at BrainChip differ between the website and LinkedIn page

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Did we decipher the 3-6 month PM role for the 2.0 launch now that AKD1500 has been announced?

The timeframe coupled with the description makes it sound like something is being launched and delivered by July/August?

 

[JK200SX]

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[equanimous]

Fortune cookie wisdom

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[thelittleshort]

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Home

Laser Navigation Technology

www.lasernavigation.it

 

[thelittleshort]

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[Dhm]

I've been wasting my time on the internet and came across some earlier announcements by Brainchip that may shed some thought on other industry uses for Akida. Just note this is from 2016, but some of us may not know that we are (hopefully not were) in a number of areas not recently discussed.

https://brainchip.com/brainchip-acq...ision-technology-company-spikenet-technology/
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Good lookin' photo of PVDM

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I’m still wanting to know if we are still dealing with many Las Vegas casinos and Shanghai Police! That would take my mind off the very disappointing share price. Surely the 1000 Eyes can’t be the only educated group of sleuths about all things Brainchip? It beggars belief that the most brilliantly positioned company within edge computing is continually savaged by those accursed shorters. Don’t the fund managers who lend the shares to these lowlifes hate the fact that the daily revaluation of their position is down the toilet?

 

[alwaysgreen]

It's now been 129 days since the September quarter ended and Sean stated in that 4C (and the most recent) that their focus was to convert the sales activity into paid licenses. Still nada.

All these dots and partnerships are amazing but the only thing stopping our share price from being hammered down and falling back to the 50s or dare I say it, even lower, is results.

Patience is a virtue but surely even Sean would be frustrated at the lack of paid licenses since Megachips.

I am holding out hope that Akida 1500 will solve this issue.

End rant.

 

[Iseki]

TBH I think we do, in fact, need China. A deal there could stop the rot. I'm not sure who/why/when we decided that we didn't need them. Perhaps we were blinded by the SP at the time. Now we need to eat humble pie. It's not that difficult. Trust is a transitive relationship. If the CEO can't trust us with his plans for the future, he should be replaced by someone who will, and we can trust that person in return. It's not too late for the BoD to share their plans, but after the next annual report just might be.

Hint: any material deal will do at this stage.

 

[Stable Genius]

I’ll admit I am biased as I think Brainchip is doing a great job in building it’s ecosystem

Obviously we’re all waiting for revenue to push the shareprice higher, hopefully vertical.

I’m sure all the companies that have Brainchip linked to them, via partnerships, agreements etc are in business to make money too.
All fighting for market share and to beat their competitors hence the NDA’s.

Just based on the knowns at this stage. With all the current known companies pushing our ground breaking science fiction beast to make themselves money how likely is it that as time goes by there will be a tidal wave of products and revenue inbound.

At what stage are we truly de-risked and undervalued (rhetorical question)!

NASA
FORD
VALEO
MERCEDES
SIFIVE
MAGIKEYE
MEGACHIPS
RENESAS
BIOTOME
PROPHESEE
EDGE IMPULSE
ARM
NVISO
GLOBAL FOUNDRIES
VVDN
SOCIONEXT
MOSCHIP
INTEL
NANOSE

And I’m sure there are plenty who could confidently argue a lot more, e.g. ISL, RIVERSIDE RESEARCH, BASCOMHUNTER TECHNOLOGIES, TATA and the rest of the icebeg!

There is plenty of information to suggest Neural Networks and Edge are going to have a massive impact in the near future and for the next decade at least. Being the first and best in class will give us a great head start on becoming ubiquitous!

At what stage are we happy we will achieve @Fact Finder ‘s %1 of the growing market.


Despite the current SP sideways woes it’s my opinion there are great times ahead in transferring wealth from the inpatient to the patient!

Good luck to all holders!

 

[alwaysgreen]

I’ll admit I am biased as I think Brainchip is doing a great job in building it’s ecosystem

Obviously we’re all waiting for revenue to push the shareprice higher, hopefully vertical.

I’m sure all the companies that have Brainchip linked to them, via partnerships, agreements etc are in business to make money too.
All fighting for market share and to beat their competitors hence the NDA’s.

Just based on the knowns at this stage. With all the current known companies pushing our ground breaking science fiction beast to make themselves money how likely is it that as time goes by there will be a tidal wave of products and revenue inbound.

At what stage are we truly de-risked and undervalued (rhetorical question)!

NASA
FORD
VALEO
MERCEDES
SIFIVE
MAGIKEYE
MEGACHIPS
RENESAS
BIOTOME
PROPHESEE
EDGE IMPULSE
ARM
NVISO
GLOBAL FOUNDRIES
VVDN
SOCIONEXT
MOSCHIP
INTEL
NANOSE

And I’m sure there are plenty who could confidently argue a lot more, e.g. ISL, RIVERSIDE RESEARCH, BASCOMHUNTER TECHNOLOGIES, TATA and the rest of the icebeg!

There is plenty of information to suggest Neural Networks and Edge are going to have a massive impact in the near future and for the next decade at least. Being the first and best in class will give us a great head start on becoming ubiquitous!

At what stage are we happy we will achieve @Fact Finder ‘s %1 of the growing market.


Despite the current SP sideways woes it’s my opinion there are great times ahead in transferring wealth from the inpatient to the patient!

Good luck to all holders!

I don't disagree that the ecosystem is building a great platform for the future. I was just addressing the fact that Sean's focus is converting sales activity to paid licenses and we can't seem to convert them right now.

 

[Deleted member 118]

TBH I think we do, in fact, need China. A deal there could stop the rot. I'm not sure who/why/when we decided that we didn't need them. Perhaps we were blinded by the SP at the time. Now we need to eat humble pie. It's not that difficult. Trust is a transitive relationship. If the CEO can't trust us with his plans for the future, he should be replaced by someone who will, and we can trust that person in return. It's not too late for the BoD to share their plans, but after the next annual report just might be.

Hint: any material deal will do at this stage.

 

[Stable Genius]

TBH I think we do, in fact, need China. A deal there could stop the rot. I'm not sure who/why/when we decided that we didn't need them. Perhaps we were blinded by the SP at the time. Now we need to eat humble pie. It's not that difficult. Trust is a transitive relationship. If the CEO can't trust us with his plans for the future, he should be replaced by someone who will, and we can trust that person in return. It's not too late for the BoD to share their plans, but after the next annual report just might be.

Hint: any material deal will do at this stage.

I think the decision was made some time ago. America or China!

I don’t know all the legislative details of it but the move to ban all Americans working in China on technological issues couldn’t be stronger.

It was a case of come home or lose American Citizenship!

It’s not unrealistic for there to be armed conflict with China in the near future. Do we really want to help them gain a technological advantage?

Personally I don’t want to sell my soul!

 

[Iseki]

We have 0% of the exploding market.
It is up to the CEO to come up with a coherent plan for the next 6 months, not FF
Maybe our CEO can move sideways to 4DS or wherever, or he can deliver results with an amazing, proven product.

 

[Deleted member 118]

We have 0% of the exploding market.
It is up to the CEO to come up with a coherent plan for the next 6 months, not FF
Maybe our CEO can move sideways to 4DS or wherever, or he can deliver results with an amazing, proven product.

0% sounds a fair share if you ask me.

 

[Kachoo]

Why would predictive maintenance need to be classified?

Depends if it's a toy for kids or a toy for adults. There is plenty info on pelredictive maintenance on BRN site that was one of the first uses.

 

[Stable Genius]

We have 0% of the exploding market.
It is up to the CEO to come up with a coherent plan for the next 6 months, not FF
Maybe our CEO can move sideways to 4DS or wherever, or he can deliver results with an amazing, proven product.

Lol, I wasn‘t asking FF for a plan. I was referencing his %1 quote.

I don‘t go into the bakery and tell the cook how to bake his bread, the surgeon how to do his surgery or the mechanic how to fix my car!

I’m sure the plan is a lot longer than 6 months. I heard a podcast with PVDM who 10 years ago outlined where he would be with his creation and he’s pretty spot on. The board are all very respected people within the industry. I trust them to do their job. The day I don’t I will sell!

Every day we can buy, sell or hold.

I’m sleeping easily with my decision.

 

[Iseki]

I trust them to do their job

I trust they are trying to, but you can only reward results. Give someone else a go.

 

[Deadpool]

TBH I think we do, in fact, need China. A deal there could stop the rot. I'm not sure who/why/when we decided that we didn't need them. Perhaps we were blinded by the SP at the time. Now we need to eat humble pie. It's not that difficult. Trust is a transitive relationship. If the CEO can't trust us with his plans for the future, he should be replaced by someone who will, and we can trust that person in return. It's not too late for the BoD to share their plans, but after the next annual report just might be.

Hint: any material deal will do at this stage.

I was under the impression that the US federal government won't allow any new tech to fall in the hands of Xi's regime, let alone this little disruptive gem.

 

[Stable Genius]

We have 0% of the exploding market.
It is up to the CEO to come up with a coherent plan for the next 6 months, not FF
Maybe our CEO can move sideways to 4DS or wherever, or he can deliver results with an amazing, proven product.

I think the decision was made some time ago. America or China!

I don’t know all the legislative details of it but the move to ban all Americans working in China on technological issues couldn’t be stronger.

It was a case of come home or lose American Citizenship!

It’s not unrealistic for there to be armed conflict with China in the near future. Do we really want to help them gain a technological advantage?

Personally I don’t want to sell my soul!

This document is well worth a read to explain part of America’s position on China but as it’s 756 pages here is the executive summary:

Executive Summary
No comfortable historical reference captures the impact of artificial intelligence (AI) on national security. AI is not a single technology breakthrough, like a bat-wing stealth bomber. The race for AI supremacy is not like the space race to the moon. AI is not even comparable to a general-purpose technology like electricity.

However, what Thomas Edison said of electricity encapsulates the AI future: “It is a field of fields ... it holds the secrets which will reorganize the life of the world.” Edison’s astounding assessment came from humility. All that he discovered was “very little in comparison with the possibilities that appear.”

The National Security Commission on Artificial Intelligence (NSCAI) humbly acknowledges how much remains to be discovered about AI and its future applications. Nevertheless, we know enough about AI today to begin with two convictions.

First, the rapidly improving ability of computer systems to solve problems and to perform tasks that would otherwise require human intelligence—and in some instances exceed human performance—is world altering. AI technologies are the most powerful tools in generations for expanding knowledge, increasing prosperity, and enriching the human experience. AI is also the quintessential “dual-use” technology. The ability of a machine to perceive, evaluate, and act more quickly and accurately than a human represents a competitive advantage in any field—civilian or military. AI technologies will be a source of enormous power for the companies and countries that harness them.

Second, AI is expanding the window of vulnerability the United States has already entered. For the first time since World War II, America’s technological predominance—the backbone of its economic and military power—is under threat. China possesses the might, talent, and ambition to surpass the United States as the world’s leader in AI in the next decade if current trends do not change. Simultaneously, AI is deepening the threat posed by cyber attacks and disinformation campaigns that Russia, China, and others are using to infiltrate our society, steal our data, and interfere in our democracy. The limited uses of AI-enabled attacks to date represent the tip of the iceberg. Meanwhile, global crises exemplified by the COVID-19 pandemic and climate change highlight the need to expand our conception of national security and find innovative AI-enabled solutions.

https://nscai.wpenginepowered.com/wp-content/uploads/2021/03/Full-Report-Digital-1.pdf

 

[BaconLover]

Not sure changing the CEO would do any good.
Takes for ever to know the pulse of the company, and what if the new CEO is not as good?
Drags the company back another year or two if that happens.

They are still managing to grow partnerships. Doesn't reflect on the SP, but I think that doesn't warrant a change of personnel this quick.

I want IP contracts as much as anyone here, but the last thing we want is to make a great asset to the company a scape goat because we didn't get deals within a few months.
Let's be real here, some of the Anns were avoided on the market by the Board (whatever the reasons were...), not CEO alone from what we know.
I wouldn't want to lose him for not the reasons that he was responsible for, let us wait for the AGM to see what he brings to the table.