BRN Discussion Ongoing

[Diogenese]

Curious to hear people's opinions on who is purchasing Akida IP directly and those purchasing products with the IP intergrated.

Obvious purchaser' are any licences agreements such as Renesas, Megachips, etc, but what about the likes of Mercedes?
Do you think they are creating their own circuitry incorporating Akida IP, or do you think players like IFS and Renesas are in between?
Do we think any end-clients are capable using the IP, such as Prophesee?

Just had a rambling thought around pricing and how cheap Akida is compared to many other solutions out there. However I am interested what a finished product would cost based on how the IP is being integrated.

Hi Damo,

Mercedes potentially has more than one use.

For example, there is the well known "Hey Mercedes!", but they will also have in-cabin and driver monitoring which may also include Akida. Mercedes made some noise about designing their own electronics, but they will need to outsource the manufacture of the ICs etc.

Then there are the external sensors, camera, radar, LiDaR, ultrasound. Valeo are supplying SCALA 3 LiDaR which we hope will include Akida, and, of course, Akida can improve all the other sensors. Mercedes also said something about standardizing components.

Thus Meredes may fall into a couple of different classes of user/licencee.

Prophesee is a partner, rather than a customer. Initially, we may have had an EAP type agreement with Prophesee, and our engineers would have been working with them, but it is possible that we will have a Joint Development agreement with them rather than a licence. This may involve profit-sharing rather than licence/royalties revenue.

But Prophesee were well down the road with Synsense:

https://www.prophesee.ai/2021/10/15/synsense-prophesee-neuromorphic-processing-and-sensing/

Oct 15, 2021 – SynSense and Prophesee, two leading neuromorphic technology companies, today announced a partnership that will see the two companies leverage their respective expertise in sensing and processing to develop ultra-low-power solutions for implementing intelligence on the edge for event-based vision applications.

...
The partnership will address the design, development, manufacturing and commercialization of the combined neuromorphic technology, including sensors, processing solutions, software and solutions to enable a broad range of applications
...
The combined vision processing solution will be co-marketed by both companies and commercialized by SynSense for addressing IoT and Smart Home detection and gesture control applications.


Prophesee may well have ongoing contractual commitments with Synsense.

 

[FlipDollar]

But that doesn’t mean you should put your point on repeat…,….,…., we should all be able to express an opinion, just not the same opinion over and over again. That sux imo.

It also sucks seeing pointless screenshots of Brainchip employees liking stuff on LinkedIn. Not every like is a lead - in fact I’d say that most aren’t and may never be.

I love BRN - I’ve been in since early 2020. What I don’t like is being told what I can and can’t post on the internet.

 

[Bravo]

It also sucks seeing pointless screenshots of Brainchip employees liking stuff on LinkedIn. Not every like is a lead - in fact I’d say that most aren’t and may never be.

I love BRN - I’ve been in since early 2020. What I don’t like is being told what I can and can’t post on the internet.

Yeah, but it’s not as if they go around liking completely irrelevant things like steam mops or incontinence nappies.

 

[Teach22]

Wait, so genuine holders can't vent their frustration, but other genuine holders getting excited over Linkedin likes by RT is acceptable? There is nothing wrong with a balance of opinion, and its far more healthy than living in an echo chamber.

Exactly right IMO.

I don’t post much, I don’t need to be ridiculed when I post anything that’s not positive and I’m not into being abused by strangers.

By the way, I am very happy with my wife, kids, house etc. HOWEVER, it doesn’t mean that I don’t occasionally vent my frustration with all the above without selling them.

 

[Teach22]

Yeah, but it’s not as if they go around liking completely irrelevant things like steam mops or incontinence nappies.

Or football teams?

 

[Diogenese]

Yeah, but it’s not as if they go around liking completely irrelevant things like steam mops or incontinence nappies.

Don't knock 'em
...
as you get older
...

steam mops are a godsend.

 

[mrgds]

Or football teams?

BREAKING NEWS

MRGDS ...... liked this

BRN ..... closes UP ( 0.81% )

AKIDA ( dont let the bastards get your shares ) BALLISTA

 

[mrgds]

Don't knock 'em
...
as you get older
...

steam mops are a godsend.

Dont you mean "incontinence pads "

 

[Diogenese]

Dont you mean "incontinence pads "

... asking for a friend?

 

[mrgds]

... asking for a friend?

Nope ...........

 

[FlipDollar]

Yeah, but it’s not as if they go around liking completely irrelevant things like steam mops or incontinence nappies.

Point taken. The future of the AI market is endless though, so incontinance nappies could be a lead

 

[FlipDollar]

Exactly right IMO.

I don’t post much, I don’t need to be ridiculed when I post anything that’s not positive and I’m not into being abused by strangers.

By the way, I am very happy with my wife, kids, house etc. HOWEVER, it doesn’t mean that I don’t occasionally vent my frustration with all the above without selling them.

I completely agree! I freaking love BRN and wholeheartedly agree with 99.9% of the sentiment here. But I’m allowed to vent and so are others, we should embrace it as a group and provide a encouragement in return.

Have a great weekend.

 

[FlipDollar]

Yeah, but it’s not as if they go around liking completely irrelevant things like steam mops or incontinence nappies.

Probably one of the funniest comments I’ve read for a while - needed it so thank you. Have a good one

 

[mrgds]

Point taken. The future of the AI market is endless though, so incontinance nappies could be a lead

They say incontinence is heiredatory, .......................... its in the jeans

 

[BaconLover]

Yeah, but it’s not as if they go around liking completely irrelevant things like steam mops or incontinence nappies.

Incontinence nappies in the near future will have Akida in it, so carers would know when to change it.

Nothing is off the table at this point.

 

[AARONASX]

Incontinence nappies in the near future will have Akida in it, so carers would know when to change it.

View attachment 29214

Nothing is off the table at this point.

Lol I was going to make the same joke, but you never know right?! ...Sodium in the pee with power low voltage circuit and report back careers monitor medication and alert for any ailments

 

[DollazAndSense]

Well I can see the frustration is here to stay on this forum. I understand that individual timelines vary massively, and some have already been along the ride for many years and are getting burn out. Understandable.

Curious to hear what people's timelines are then. Let's turn the negativity into something somewhat constructive. What's your timeframe and what do Brainchip need to achieve in that time for you to remain on the bus?

Personally, I can see myself giving the Brainchip team eighteen months from here to deliver another SIGNIFICANT licence agreement AND a drastic positive, continuous change in revenue over the coming quarters. Renesas should be selling a chip with Akida in it some time this year. AKD1500 will be available (possibly with AKD2000 on the horizon), so I want to see positive take up by customers currently umming and uhhhing as they seem to want more functionality before commiting. IMO, our valued partnerships should have reaped some benefits in this timeframe or something is seriously awry.

Of course, all IMO and DYOR. Still very confident in the team to deliver, and I've given some leeway for the current headwinds and economic climate.

 

[Newk R]

I used to love coming onto this forum. WTF happened?

 

[Stable Genius]

Brainchip is not mentioned in this 8 minute video about drone boats and UAV. Quite an interesting look at the market though.

Drone Boats: Inside the U.S. Navy’s Latest Unmanned AI Tech

These drone boats are the latest unmanned technology being tested by the U.S. Navy. WSJ’s Shelby Holliday traveled to Bahrain to get a rare look at how the U.S. is pairing unmanned surface vessels with artificial intelligence to see “from seabed to space.” Illustration: Adele Morgan

www.wsj.com

As an aside BacomHunter Technologies was involved in drone boats for US Navy and Akida was being examined for the NN so hopefully that revenue is still in the pipeline!

 

[Food4 thought]

I agree @alwaysgreen. Revenue is not as high as what I would like it to be. However I can’t change that and neither can anyone on this forum which is why I cannot understand the constant complaining about it!

We all agree the SP will go up with revenue.

We know revenue is coming with MB and Renesas.

We have world class companies signed up, eg Intel, ARM, SiFive. They are in the business to specifically sell IP and edge AI is one of the hottest upcoming technologies in a growing market. I expect Intel, Arm or SiFive are going to try and make a profit selling us so there is 3 more potential revenue streams competing for market share.

Prophesee are kicking goals and love us as we are a perfect fit.

I expect Akida 1500 is being made for a specific use, hopefully NASA.

We’re all waiting with baited breath for Valeo to confirm we’re in the Scala 3 LiDAR: ka-ching!

VVDN are advertising us and are big players in India and targeting Asian market.

Socionext are advertising us in a product.

This has all been repeated over and over and yet people continue to complain.

I held other stocks, for different reasons lost confidence in them, sold them and moved on. Or sold them at a profit and moved on. I don’t understand this state of mind to hold something you don’t believe in.

I believe revenue is on its way so I’ll continue to hold. When/if I lose that confidence I’ll sell and move on but I think that’s very unlikely with all the current knowns in the pipeline!

People just love to complain about anything they are involved with but would never ever go and do anything themselves.
I have worked with plenty of chefs over the years who do just that, but none of the so called experts would put there money where there mouths are, I did and was reasonably happy with the results. It takes gut hard work and you can get things wrong, but that’s the game.
So I say to all the so called experts the people who have all the answers out there who think the company is doing them wrong, go do it better yourself and see just how difficult it can be to get everything right.