Could semiconductors stocks be the ‘comeback kings’ this year? - Stockhead
J.P. Morgan reckons sustained demand and the sector being close to a cyclical bottom could mean growth for semiconductor players this year.
BRN Discussion Ongoing
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Could semiconductors stocks be the ‘comeback kings’ this year? - Stockhead
J.P. Morgan reckons sustained demand and the sector being close to a cyclical bottom could mean growth for semiconductor players this year.www.google.com
Mentions Brainchip
Deadpool
Did someone say KFC
chapman89
Founding Member
Just a thought!
When Sean Hehir started, he said that he wanted to get the word out more than what it was.
I’ve been thinking, the company has made progress over the last 15 months since Sean took over with many partnerships announced.
It’s been said many times that the company as recent as the last few weeks in the automotive white paper Brainchip put out that many customers are adopting and implementing akida for multiple use cases in the vehicle, they didn’t say potential, they said customers, plural. You cannot make those claims without backing it up in a court of law.
Sean also said that you’ve got to get the timing right in their design cycle, which can be 1-2-3 years, some of them have been playing around with ADE/MetaTF for a couple years now.
Look at the ChatGPT phenomenon, everybody is talking about it, Microsoft threw $10 billion at it. Now if lots of Brainchips customers within a short period of time (2 or so years) get into production with what they’ve been working on for sometime, it’ll be maximum exposure for Brainchip, everybody will be talking about us, talking about neuromorphic more than ever before.
Why sign bit by bit by bit when you can have em all in a shorter time frame and maximise the explosion on BRN, then everybody will want a piece of us.
It’s just a thought.
And I wasn’t going to share this, but a couple weeks ago, I was having a chat with the CEO of Prophesee, who as we know is a huge fan of Brainchip, has said that until Brainchip came along, they had only conventional architectures and were limited to what they could do, Luca told me that they are looking forward to extending the Brainchip partnership to a commercial one, yes that’s right, a commercial one.
Now I originally asked Luca if he could explain the difference between a technology partnership and a strategic partnership, as Brainchip is under the “technology partnership”
I didn’t ask anything regarding Brainchip and Prophesee becoming commercial.
So why won’t Prophesee sign now? Well it’s obvious, they’re working on designing products together with prophesee customers and Brainchips customers, and when the time is right which in my opinion would be ready to go into production, is when he will sign, along with many others either directly or working with megachips, as megachips is a sales partner to Brainchip.
Anyway just random thoughts, but what is clear is that there is a lot going on and Brainchip over the next couple years WILL experience massive massive growth in all areas.
Truly exciting times.
When Sean Hehir started, he said that he wanted to get the word out more than what it was.
I’ve been thinking, the company has made progress over the last 15 months since Sean took over with many partnerships announced.
It’s been said many times that the company as recent as the last few weeks in the automotive white paper Brainchip put out that many customers are adopting and implementing akida for multiple use cases in the vehicle, they didn’t say potential, they said customers, plural. You cannot make those claims without backing it up in a court of law.
Sean also said that you’ve got to get the timing right in their design cycle, which can be 1-2-3 years, some of them have been playing around with ADE/MetaTF for a couple years now.
Look at the ChatGPT phenomenon, everybody is talking about it, Microsoft threw $10 billion at it. Now if lots of Brainchips customers within a short period of time (2 or so years) get into production with what they’ve been working on for sometime, it’ll be maximum exposure for Brainchip, everybody will be talking about us, talking about neuromorphic more than ever before.
Why sign bit by bit by bit when you can have em all in a shorter time frame and maximise the explosion on BRN, then everybody will want a piece of us.
It’s just a thought.
And I wasn’t going to share this, but a couple weeks ago, I was having a chat with the CEO of Prophesee, who as we know is a huge fan of Brainchip, has said that until Brainchip came along, they had only conventional architectures and were limited to what they could do, Luca told me that they are looking forward to extending the Brainchip partnership to a commercial one, yes that’s right, a commercial one.
Now I originally asked Luca if he could explain the difference between a technology partnership and a strategic partnership, as Brainchip is under the “technology partnership”
I didn’t ask anything regarding Brainchip and Prophesee becoming commercial.
So why won’t Prophesee sign now? Well it’s obvious, they’re working on designing products together with prophesee customers and Brainchips customers, and when the time is right which in my opinion would be ready to go into production, is when he will sign, along with many others either directly or working with megachips, as megachips is a sales partner to Brainchip.
Anyway just random thoughts, but what is clear is that there is a lot going on and Brainchip over the next couple years WILL experience massive massive growth in all areas.
Truly exciting times.
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equanimous
Norse clairvoyant shapeshifter goddess
Hi Rocket,Another one with brainchip and it looks like it was tested against loihi
Cyber-Neuro RT: Real-time Neuromorphic Cybersecurity
High throughput environments, such as those found in high performance computing (HPC) clusters, run at substantially greater scales than standard busi…pdf.sciencedirectassets.com
The test was between a cloud-based Loihi and the Akida simulation software, sothe results do not show the real performance of Akida, and Loihi is also handicapped by being cloud-based.
That said, I would take with a grain of salt any prognostications made by the researchers:
"The 10-layer deep learning network was converted into formats compatible with Intel and BrainChip. In both cases, precision of the weights was varied to see how it affected model size and accuracy. Timing results were also produced. For Intel, we accessed Loihi (Nahuku32) chips via the cloud and NxSDK 1.0; for BrainChip, we simulated the chips on CPU via their hardware abstraction layer. Timing results are not comparable because CPU or GPU simulations are much faster than running on neuromorphic hardware."
This comment seems to be made to excuse Loihi's inferior performance:
"For Intel, [#### remember this is on the Loihi hardware ####] accuracy increased with precision. At 8 bits, the Intel model had the same accuracy as the full precision model, 93.7%; at 4 bits it had 66.8% accuracy. For timing, the 8-bit model took 20 seconds and the 4-bit model took 53 seconds."
"For BrainChip, accuracy also increased with precision; maximum accuracy was 82.5% at 8 bits and 66.8% at 4 bits. The 8-bit model produced results in 1.23 seconds, the 4-bit model in 1.20 seconds. Time was significantly higher than the full precision model but that is to be expected as neuromorphic hardware is being simulated whereas the full precision model does not have this constraint. Going forward, we hope to tune the BrainChip model to increase its accuracy and time its operation in hardware, not just CPU simulation."
They even talk about using 8-bit models on Akida! Were they trying to produce foie gras?
They do not even mention that Akida is designed to avoid the von Neumann bottleneck while at the same time running the Akida simulation of a von Neumann computer.
chapman89
Founding Member
Is it too soon for us to be in this?
From CTO of Mercedes Markus Schafer-
“Today, my favourite number is a big fat zero! Zero scroll with zero fuss. We’re using digital tech to make life even easier for our customers and more tailored to their needs.
Owners of certain C-Class (series 206; construction period June 2021) or S-Class models (series 223 including Maybach; construction period June to November 2021) can now upgrade their #MBUX infotainment system with our Zero Layer* interface via over-the-air OTA update. This ingenious and convenient tool enables users to access their most frequently used features without scrolling through sub-menus. It’s a highlight feature that is already being enjoyed by EQS and EQE customers.
Aided by #artificialintelligence, the system gets to know its users’ habits and preferences as well as familiar places and regular routes. It then uses this to recommend personalised infotainment, comfort and vehicle functions. For instance, if you often call your mum or partner on your way home from work, the system will learn this and the option to call them will pop up on your display. Or if you generally use the massage function on your way home from the gym, Zero Layer will offer it.
The fact that customers can now access this over the air with zero hassle makes the whole thing even easier. They receive a notification via e-mail, the MBUX infotainment system and the Mercedes me app as soon as the update is available. One tap is all it takes.
What would zero layer choose for you?
#LeadInElectric #LeadInSoftware #Transformation
-----------------
* Disclaimer: Zero Layer availability depends on market, technical specifications of car model, individual configuration and setting
www.linkedin.com
From CTO of Mercedes Markus Schafer-
“Today, my favourite number is a big fat zero! Zero scroll with zero fuss. We’re using digital tech to make life even easier for our customers and more tailored to their needs.
Owners of certain C-Class (series 206; construction period June 2021) or S-Class models (series 223 including Maybach; construction period June to November 2021) can now upgrade their #MBUX infotainment system with our Zero Layer* interface via over-the-air OTA update. This ingenious and convenient tool enables users to access their most frequently used features without scrolling through sub-menus. It’s a highlight feature that is already being enjoyed by EQS and EQE customers.
Aided by #artificialintelligence, the system gets to know its users’ habits and preferences as well as familiar places and regular routes. It then uses this to recommend personalised infotainment, comfort and vehicle functions. For instance, if you often call your mum or partner on your way home from work, the system will learn this and the option to call them will pop up on your display. Or if you generally use the massage function on your way home from the gym, Zero Layer will offer it.
The fact that customers can now access this over the air with zero hassle makes the whole thing even easier. They receive a notification via e-mail, the MBUX infotainment system and the Mercedes me app as soon as the update is available. One tap is all it takes.
What would zero layer choose for you?
#LeadInElectric #LeadInSoftware #Transformation
-----------------
* Disclaimer: Zero Layer availability depends on market, technical specifications of car model, individual configuration and setting
Markus Schäfer on LinkedIn: #mbux #artificialintelligence #leadinelectric #leadinsoftware…
Today, my favourite number is a big fat zero! Zero scroll with zero fuss. We’re using digital tech to make life even easier for our customers and more tailored…
Hi Jessee,
I guess one thing which would hamper a simultaneous dropping of a thousand NDA fig leaves is the fact that we have limited manpower, insufficient verification engineers, quantity surveyors, etc., to spread around to support too many customers.
In addition, each customer will have their own chosen go-to-market date, so we would need to triage them in that order.
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chapman89
Founding Member
Thanks Dio.
Due to limited engineering support, I wonder how many we are providing full support to currently?! That would be interesting.
I remember Ken telling me a few months ago that when they employ somebody, even the caliber of Chris stephens who has sold edge ai devices to market previously, that it takes at least 6 months to get everybody up to scratch before they can even go out in the field.
Due to limited engineering support, I wonder how many we are providing full support to currently?! That would be interesting.
I remember Ken telling me a few months ago that when they employ somebody, even the caliber of Chris stephens who has sold edge ai devices to market previously, that it takes at least 6 months to get everybody up to scratch before they can even go out in the field.
As it is a software update, the hardware would need to be pre-installed, and it goes back to cars built in June 2021, so this would not require Akida.Is it too soon for us to be in this?
From CTO of Mercedes Markus Schafer-
“Today, my favourite number is a big fat zero! Zero scroll with zero fuss. We’re using digital tech to make life even easier for our customers and more tailored to their needs.
Owners of certain C-Class (series 206; construction period June 2021) or S-Class models (series 223 including Maybach; construction period June to November 2021) can now upgrade their #MBUX infotainment system with our Zero Layer* interface via over-the-air OTA update. This ingenious and convenient tool enables users to access their most frequently used features without scrolling through sub-menus. It’s a highlight feature that is already being enjoyed by EQS and EQE customers.
Aided by #artificialintelligence, the system gets to know its users’ habits and preferences as well as familiar places and regular routes. It then uses this to recommend personalised infotainment, comfort and vehicle functions. For instance, if you often call your mum or partner on your way home from work, the system will learn this and the option to call them will pop up on your display. Or if you generally use the massage function on your way home from the gym, Zero Layer will offer it.
The fact that customers can now access this over the air with zero hassle makes the whole thing even easier. They receive a notification via e-mail, the MBUX infotainment system and the Mercedes me app as soon as the update is available. One tap is all it takes.
What would zero layer choose for you?
#LeadInElectric #LeadInSoftware #Transformation
-----------------
* Disclaimer: Zero Layer availability depends on market, technical specifications of car model, individual configuration and setting
Markus Schäfer on LinkedIn: #mbux #artificialintelligence #leadinelectric #leadinsoftware…
Today, my favourite number is a big fat zero! Zero scroll with zero fuss. We’re using digital tech to make life even easier for our customers and more tailored…
Quatrojos
Regular
This is a good point. How many partners can we engage without attenuating our existing partners?
wilzy123
Founding Member
I'll leave that up to the victims and sermon producers to respond to. They always bring value.
Frank Zappa
Regular
And they will reply .The $10,000 fine you paid to invade the MCG ground was for your last adventure. Here is your $15,000 fine for repeating the offence .I don’t recommend that you venture back a second time . Think of all the BRN shares you could buy , by avoiding another fine .
buena suerte :-)
BOB Bank of Brainchip
Love it ... Great work .... Thanks Jesse
Mercfan
Member
Unfortunately we have too many people making stupid statements because they can't handle a bit of pressure. If you people can't handle the pressure ( and you know who you are ) I suggest you sell your shares and get the f... out of here. I am hoping for FF to return but i can't blame him if he doesn't with all the shit flying around here. ( my opinion only )
Evermont
Stealth Mode
Well said @chapman89
The consistent newsflow from the company suggests a clear execution of the commercialisation strategy, which per the AGM address from Sean is more comprehensive than sales alone.
Worth highlighting again from my earlier post; sequence is critical - slow down to speed up
Takes time to build an ecosystem around a new technology but the evidence suggests that use cases and contractual relationships are increasing exponentially.
Hard not to get bogged down in the details but when you zoom out a little the picture becomes unclouded (see what I did there, lol). Can't remember who shared the graphic below but it paints this point very well.
Cheers all.
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MadMayHam | 合氣道
Regular
Maybe Softbank is capitalising to make an offer on taking BRN private?
robsmark
Regular
I don’t have a sell price to be honest MD, I see huge potential here and don’t want that opportunity pissed away by poor company management. I think this company could be huge if the product is adopted, but despite the tech, that’s not guaranteed, remember Beta Max?
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