BRN Discussion Ongoing

[Pappagallo]

So you would sell before renesas brings out a MCU containing akida IP, worlds first commercial neuromorphic MCU’s using SNN? lol surely you’ve got to be joking.

Megachips is a sales partner, many many customers could be very far ahead in their design cycle and getting ready for production, which then we would see licensing payments.

The way I see it is lots of customers will not sign a material contract until ready to go to production.
Renesas and megachips just happened to sign very early, but the way megachips is structured is they are a fabless company and the many smaller less sophisticated customers (and tier ones) would be going through megachips. Megachips will have off the shelf ready to go chips for the customers that don’t need the full power of akida.

Sean Hehir said in the Pitt street research interview I think it was that you’ve got to get the customers at the right time of their design cycle which can be 1-2-3 years.

So, it is of my personal view that over the next 2-3 years we should see an uptake of commercial agreements either standalone or through the financial, with Renesas being the first.

People claim to have held for a long time but are willing to sell right before Renesas tapes out? Madness.

I agree. Finally having neuromorphic technology in a product may very well prove to be the inflection point that changes people’s attitudes from “this is a future technology” to “this is the latest technology.”

Just look at what’s happened to WBT since it was revealed that TSMC put ReRam in the iPhone 14. Perception is important.

 

[Evermont]

Good read.

Also reminds me of a great quote from Reminiscences of a Stock Operator.

“It never was my thinking that made the big money for me. It always was my sitting."

 

[Stable Genius]

If Mercedes were to use the Valeo LiDaR, and if Valeo's LiDaR were to include Akida, then the Valeo Akida licence would presumably require that Valeo pay royalties to BrainChip when they sell their LiDaR to Mercedes.

Even with Just-in-Time, this would see royalty payments earlier than the sale of the vehicles would.

And that will be gold.

Both a revenue stream with a leading OEM and confirmation Akida is in the Scala 3 LiDAR going into MB and Stellantis vehicles.

Ongoing growing revenue for years to come!

 

[mrgds]

Thanks for the kindness. It’s not a health problem, so, only finances, not the end of the world and i am not looking for sympathy, just pointing out circumstances.I have been in long enough to make good profits already, so I can’t complain, just sucks that I’m not selling at $2.30 and sellers a sheet load less to achieve my needs. Thanks.

Its why myself and others have voiced our concerns regarding "un-announced partnerships" via the ASX
The broader market don"t subscribe to BRN newsletters, so these partnerships go "unrecognised" hence the ability of any shortselling to be achieved and aggresively pursued, hence dropping the s/p, and unfortunately there is unforeseen financial circumstances (like yours) that require the sale of shares.
Its my opinion that with these partnership announcements via the ASX, your sale of shares would have been achievable at a higher s/p.

Im still trusting in management though, ................

AKIDA BALLISTA

 

[BaconLover]

So you would sell before renesas brings out a MCU containing akida IP, worlds first commercial neuromorphic MCU’s using SNN? lol surely you’ve got to be joking.

Megachips is a sales partner, many many customers could be very far ahead in their design cycle and getting ready for production, which then we would see licensing payments.

The way I see it is lots of customers will not sign a material contract until ready to go to production.
Renesas and megachips just happened to sign very early, but the way megachips is structured is they are a fabless company and the many smaller less sophisticated customers (and tier ones) would be going through megachips. Megachips will have off the shelf ready to go chips for the customers that don’t need the full power of akida.

Sean Hehir said in the Pitt street research interview I think it was that you’ve got to get the customers at the right time of their design cycle which can be 1-2-3 years.

So, it is of my personal view that over the next 2-3 years we should see an uptake of commercial agreements either standalone or through the financial, with Renesas being the first.

People claim to have held for a long time but are willing to sell right before Renesas tapes out? Madness.

Very good points you make there Chapman.

But, people have different reasons to sell. Could be health, tax, divorce, debts......

Even PVDM and Anil sold shares over the last couple of years. A few times.

Why the need to abuse those who sell is beyond me. Those who abuse others for selling, when the time comes would be the first to hit that sell button. Don't think for a moment that they would wait for you to exit. Something to think about.

We are all people with different goals here, let us stop throwing stones and make this a welcoming platform to everyone even if they have a different viewpoint.

 

[ndefries]

Yes if you say you have an comercial agreement then you need to put a value on it in $ to make an announcement.

Unfortunately the Companies actions will not support short term movements.

In February we will have the annual report which should show more clarity how things are progressing.

If you want to trade BRN then one needs to be using charts.

I feel too many people put too much in to BRN in the hopes of getting rich quick. Now you can not blame management. The ones to Blame are the ones saying 10 dollars year end.

I really felt we be north of 2 south of 3 at the end of 2022 but unfortunately the global climates have change.

They will improve again and things will progress.

As investors we need to monitor our portfolios and adjust them our lives purchases and spending at time. Life is full of surprises.

I believe BRN will be 10 dollars plus when is the million dollar question. This could be 2023 2024 or 2027 I don't know.

I appreciate the technical sharing of info on here and the discussions of new tech potential leads competitors and progress.

This board has really become a whinge fest for many. Now we can express displeasure but continuous complaints really lose the valued info.

Unfortunately you all see what you have accomplished with the crying you have pushed away contributors that may have helped you learn something new made you slightly more informed.

Agree with you and support all the progress made by the business this year. if at the beginning of the year they layed out all the partnerships with ARM and Intel and foundries and university work, demonstrations and the Socionext in cabin product and Renesas progress then for sure i would be excited.

If we make the same degree of progress in the next 12 months where will we be!

Unfortunately a target on the share market. We can not control that. We can just choose to invest in companies that we think will change the future and competitively well positioned.

If you do the hard work the share price will catch up. That is probable the mantra of BRN at the moment.

 

[Evermont]

Its why myself and others have voiced our concerns regarding "un-announced partnerships" via the ASX
The broader market don"t subscribe to BRN newsletters, so these partnerships go "unrecognised" hence the ability of any shortselling to be achieved and aggresively pursued, hence dropping the s/p, and unfortunately there is unforeseen financial circumstances (like yours) that require the sale of shares.
Its my opinion that with these partnership announcements via the ASX, your sale of shares would have been achievable at a higher s/p.

Im still trusting in management though, ................

AKIDA BALLISTA

So you trust management but still raised concerns with the ASX? Great strategy!

 

[toasty]

Agree with you but what confuses me is that if large corporations like Mercedes or Valeo plan to have products with Akida in the market in just 1-2 years do they not have to come to commercial terms with BRN. Imagine if BRN at the 11th hour (without a proper commercial agreement) said we want way more than they are willing to pay for example ( not saying that is likely) that would cause significant issues to multi-million dollar investments etc.

The anwer to this is yes they should and would if they are planning to have Akida. The question then is what are the terms that creatively avoids having to inform the market. Such an agreement you would think a company with little revenue would be very material to their future.

That then sends me down a black hole of NDAs which i am now stuck in - HELP!

As I've mentioned here a couple of time before, I spent many years in the software industry in sales and management roles. Much of that was in companies that sold software for their partners to make products with - very similar to BRN partners using our IP to create a product. We would first sell a development system to the partner at an affordable price and assist them with technical support and training if needed. Sound familiar?

I can assure you that this type of strategy is highly profitable once the technology establishes its place in the market. However, it does take time. Some of our partners took 3 - 5 years to develop, test and deploy their product which used our underlying technology. And that was often after an initial sales cycle of 12 - 24 months. Of course this product strategy only works if the product is the right one, in the right place, at the right time. I think its pretty clear that AKIDA fits that description. What is now known as a partner ecosystem we used to call a partner channel, because it was a major channel to market for us. If you think of BRN in those terms it may help to alleviate some of the impatience and angst. We need time to build our channels to market and time for our partners to incorporate our IP into their products successfully. Caution is required in the design and manner of implementation - just ask Telsla.

So far as how money is generated in such an environment, there are a multitude of possibilities. On some occassions an enterprise wide license might be agreed with a single organisation for its own use. This is what MIGHT be on the cards for clients like Mercedes and Ford but would usually only become payable once the development phase was completed and deployment was imminent. In the case of clients wanting to build the IP into a resellable product (Renases, Megachips) it would likely be via an initial license and a royalty based on the number of units sold.

I think if you're going to be invested in a company like BRN you owe it to yourself to gain a clear understanding of what their chosen strategy means. As I've said before, to not do so is, in my opinion, walking around a minefield with a blindfold on.............

FWIW

 

[chapman89]

Very good points you make there Chapman.

But, people have different reasons to sell. Could be health, tax, divorce, debts......

Even PVDM and Anil sold shares over the last couple of years. A few times.

Why the need to abuse those who sell is beyond me. Those who abuse others for selling, when the time comes would be the first to hit that sell button. Don't think for a moment that they would wait for you to exit. Something to think about.

We are all people with different goals here, let us stop throwing stones and make this a welcoming platform to everyone even if they have a different viewpoint.

Yes selling for personal reasons is always ok, but, questioning management and the way they are going about sales and running the business because it didn’t meet their timeline and not the one Brn has taken is not the way to go about it.

 

[BaconLover]

Yes selling for personal reasons is always ok, but, questioning management and the way they are going about sales and running the business because it didn’t meet their timeline and not the one Brn has taken us not the way to go about it.

Agreed, company cannot suit the investing timelines for 45,000 + share holders.

 

[mrgds]

So you trust management but still raised concerns with the ASX? Great strategy!

All im saying is that any "forced share selling " would have been off a higher s/p if the wider market was aware of the partnerships BRN have made in the last 12mths.
Im lucky enough not to have to sell for what could be the next Ten years, and at this point in BRNs journey am certainly holding/trusting in management that the bigger picture will be achieved.
I think its a good strategy !

 

[chapman89]

The liars are out and about. The last 4C in January, 2023 was price sensitive and announced to those that only read ASX price sensitive announcements the following:

“The recently ended Quarter amplified the execution of the Company’s commercialisation for our AkidaTM neuromorphic IP by adding critical talent. BrainChip added two North American and one Korean sales executive towards the tail end of the quarter and has launched formal searches for sales talent in Germany and Japan as we aggressively pursue engagements globally. BrainChip also appointed a new Chief Marketing Officer, Mr Nandan Nayampally, to lead our marketing efforts, and appointed Ms Duy-Loan Le as a Non-Executive Director, to further strengthen the Board’s capabilities and connectivity. Both individuals have extensive semiconductor expertise and industry contacts.

Our ecosystem efforts continue to gain momentum with BrainChip joining Intel Foundry’s IFS -
Accelerator - IP Alliance, extending access to the Akida IP, and the announcement of our
attendance at the Consumer Technology Association’s CES conference alongside partners
Prophesee, Socionext, and VVDN to showcase compelling solutions on constrained edge devices,
featuring its AkidaTM processors.

In October, BrainChip announced two new patents granted by the US Patents and Trademarks
Office (USPTO), and the acquisition of previously licensed technology from Toulouse Tech
Transfer (TTT). These latest additions of technical assets reinforce BrainChip's event-based
processor differentiation for high performance, ultra-low power AI inference and on-chip learning.

In January, BrainChip completed a design with the latest Akida IP technology on a more power-
efficient and advanced technology node. This is part of BrainChip’s validation strategy to offer IP
across different processes and foundries which enables partners to have various global
manufacturing options. This reference design, which has been released to GlobalFoundries, will
enable current and prospective partners to design MCU modules or add-on cards for always-on
sensors as well as broader IoT, industrial and automotive applications. We expect our next
reference chips to be delivered in Q2 of this year.”

So where isthe failing by Brainchip. Multiple syndicated press releases, individual emails to registered shareholders and price sensitive ASX notifications. What else do investors need a white cane and talking book announcements.

There are trader manipulators, sick trolls and shorts trying to panic retail investors.

 

[wilzy123]

The liars are out and about

Ya don't say......

 

[Rise from the ashes]

https://sbir.gsfc.nasa.gov/sites/default/files/2023%20SBIR%20Phase%20I%20Solicitation%20-%20Word%20Doc.docx

 

[Techinvestor17]

So you would sell before renesas brings out a MCU containing akida IP, worlds first commercial neuromorphic MCU’s using SNN? lol surely you’ve got to be joking.

Megachips is a sales partner, many many customers could be very far ahead in their design cycle and getting ready for production, which then we would see licensing payments.

The way I see it is lots of customers will not sign a material contract until ready to go to production.
Renesas and megachips just happened to sign very early, but the way megachips is structured is they are a fabless company and the many smaller less sophisticated customers (and tier ones) would be going through megachips. Megachips will have off the shelf ready to go chips for the customers that don’t need the full power of akida.

Sean Hehir said in the Pitt street research interview I think it was that you’ve got to get the customers at the right time of their design cycle which can be 1-2-3 years.

So, it is of my personal view that over the next 2-3 years we should see an uptake of commercial agreements either standalone or through the financial, with Renesas being the first.

People claim to have held for a long time but are willing to sell right before Renesas tapes out? Madness.

Renesas tape out will take months to play out as well as the first chips will be engineering ones to work out all the kinks

 

[Kachoo]

https://sbir.gsfc.nasa.gov/sites/default/files/2023%20SBIR%20Phase%20I%20Solicitation%20-%20Word%20Doc.docx

Akida time travels lol

 

[Rise from the ashes]

https://sbir.gsfc.nasa.gov/sites/default/files/2023%20SBIR%20Phase%20I%20Solicitation%20-%20Word%20Doc.docx

Same date as closing date for solicitations.
Might mean stuff all just posted for interest since clicking the link leads to page not found.

 

[Xhosa12345]

Same date as closing date for solicitations.

Whats the context i wonder?

 

[Xhosa12345]

Whats the context i wonder?


View attachment 28882

sorry not one of my better ones...

 

[Bravo]

This is interesting. This extract is from an article published 9 hours ago and provides some insight into the progress of Qualcomm's new CPU processors called "Oryon" featuring Nuvia technology. Apparently they're being sampled by OEM's and exceeding expectation. The processors are set to come out in 2024, pending the outcome of a lawsuit that Arm has filed against Qualcomm.

EXTRACT

It has been stated previously that Qualcomm's Oryon would employ a custom CPU architecture based on the Arm instruction set, but it will not be an off-the-shelf Arm core architecture. Remember yonks ago Rob Telson "liked" Leendert Van Doorn's post in which Leendert talked about Arm's CPU technology being "years ahead of the competition". (see below).

It'll be interesting to see how this plays out seeing Arm has filed a lawsuit against Qualcomm for breach of certain license agreements with Arm and trademark infringement. Arm is seeking specific performance of the contractual obligation to destroy certain Nuvia designs, an injunction against trademark infringement as well as fair compensation for the trademark infringement.

Qualcomm continues to grow automotive, IoT businesses

While weak demand and an inventory drawdown impacted handset sales, Qualcomm showed Q1 growth in its IoT and automotive segments.

www.rcrwireless.com