BRN Discussion Ongoing

[BaconLover]

View attachment 30209

 

[Damo4]

I don't understand the hatred towards Tesla, must be an ego thing.

Tesla has done brilliant things, proof and evidence is on their balance sheets.
SpaceX is amazing and Twitter has never been better.
We cannot see the same success on Brainchip balance sheets yet, that's a fact.
I'm a firm supporter of Brainchip and wants it to be successful but when comparing to Tesla, who's the real show pony?

Sean is a clever CEO in my opinion.

LDN said 2021 will be the year of Brainchip.
Peter said 2022 Dec we will see things explode.

Sean is clever - he said watch the financials, but didn't say which year
Clever indeed.
Those who hid under the rocks when things were falling apart are now returning to tell other share holders how to dance to their tune.
Good luck with that.

I'll dance to my own tune, or those provided by @Rise from the ashes as there's a few bangers

 

[BaconLover]

I'll dance to my own tune, or those provided by @Rise from the ashes as there's a few bangers

We can't forget contributions from @Esq.111 either

 

[Rise from the ashes]

 

[Tothemoon24]

Samsung Electronics’ World-Class 5nm Technology Selected by Ambarella for New Automotive AI Central Domain Controller​

Korea and USA on February 21, 2023
AUDIO Play/Stop
Share open/close

New CV3-AD685 System-on-Chip advances Autonomous and Advanced Driver Assistance System (ADAS) applications, providing single-chip solution for multi-sensor fusion and path planning​

▲ Integrated Ambarella CV3-AD685 system-on-chip built on Samsung Foundry’s 5nm technology

Samsung Electronics, a world leader in advanced semiconductor technology, and Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced that Samsung’s Foundry business is providing its 5-nanometer (nm) process technology to Ambarella for its newly announced CV3-AD685automotive AI central domain controller. This collaboration will help transform the next generation of autonomous driving vehicle safety systems by bringing new levels of AI processing performance, power and reliability.

The CV3-AD685 is the first production version of Ambarella’s CV3-AD family of automotive AI central domain controllers with Tier-1 automotive suppliers announcing they will offer solutions using the CV3-AD system-on-chip (SoC) product family. Samsung’s 5nm process technology is optimized for automotive-grade semiconductors with extremely tight process controls and advanced IP for exceptional reliability and outstanding traceability.

Ambarella will rely on Samsung’s 5nm process maturity and the technology’s solid track record. This 5nm process is backed by the company’s extensive experience in automotive foundry process, IP and service package development to enable manufacturers to create cutting-edge innovations in assisted and automated mobility.

“Ambarella and Samsung Foundry have a rich history of collaboration, and we are excited to bring their world-class 5nm technology to our new CV3-AD685 SoCs,” said Fermi Wang, President and CEO at Ambarella. “Samsung’s proven automotive process technology allows us to bring new levels of AI acceleration, systems integration and power efficiency to ADAS and L2+ through L4 autonomous vehicles.”

The CV3-AD685 integrates Ambarella’s next-generation CVflow® AI engine, which includes neural network processing that is 20 times faster than the previous generation of Ambarella’s CV2 SoCs. It also provides general-vector and neural-vector processing capabilities to deliver the overall performance required for full autonomous driving (AD) stack processing, including computer vision, 4D imaging radar, deep sensor fusion and path planning.

“Samsung brings 5nm EUV FinFET technology to automotive applications for unprecedented ADAS and vision processor performance,” said Sang-Pil Sim, Executive Vice President and Head of Foundry Corporate Planning at Samsung Electronics. “With Tier-1 automotive suppliers already adopting the technology, we believe other automotive companies will also consider using the Ambarella CV3-AD SoC product family manufactured in Samsung’s 5nm process.”

The CV3-AD685 will be the first in the CV3-AD product family to use Samsung’s 5nm process, and this SoC integrates advanced image processing, a dense stereo and optical flow engine, ARM®Cortex® A78AE and R52 CPUs, an automotive GPU for visualizations, and a hardware security module (HSM). It features an “algorithm first” architecture that provides support for the entire autonomous-driving software stack.

The high-performance, power efficient and scalable CV3-AD family, which is built specifically for ADAS, complements a wide range of solutions for assisted driving while advancing vehicle automation. The integrated CV3-AD685 SoC enables information from various sensors to be fused for robust L2+ to L4 autonomous driving. Samsung Foundry’s industry-leading process technology and advanced 3D-packaging solutions are powering many of the latest mobile, HPC and automotive solutions.

Samsung’s 5nm process is also backed by the Samsung Advanced Foundry Ecosystem (SAFE™) program. The SAFE™ program ensures close collaboration between Samsung Foundry, ecosystem partners and customers to deliver robust SoC designs based on certified key design components including Process Design Kits (PDK), reference flows with Design Methodologies (DM), a variety of Intellectual Properties (IP), and on-demand design support.


About Ambarella
Ambarella’s products are used in a wide variety of human vision and edge AI applications, including video security, advanced driver assistance systems (ADAS), electronic mirror, drive recorder, driver/cabin monitoring, autonomous driving and robotics applications. Ambarella’s low-power systems-on-chip (SoCs) offer high-resolution video compression, advanced image and radar processing and powerful deep neural network processing to enable intelligent perception, fusion and planning. For more information, please visit www.ambarella.com.
AmbarellaSafeSamsung FoundrySemiconductorSoCSystem on Chip

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[JK200SX]

Would anyone with ChatGPT ask it the following question.
Who are the shareholders of AIZIP Inc.

Doing a bit of digging on AIZIP come up with this

aizip.com

The above sounds familiar, and considering they will be demonstrating AKIDA, there's perhaps a good chance that this "Volume shipped" product contains AKIDA.

(But I haven't been able to find who the shareholders are?)

 

[alwaysgreen]

Now that a few of you have had time to read the above post and noticed the reference to Atlassian I recommend the following:
My opinion only DYOR
FF

AKIDA BALLISTA

Our Q1 FY23 letter to shareholders​

PUBLISHED NOVEMBER 3, 2022 IN COMPANY NEWS

SCOTT FARQUHAR
Co-Founder and Co-CEO

MIKE CANNON-BROOKES
Co-Founder and Co-CEO

CAMERON DEATSCH
Chief Revenue Officer

JOE BINZ
Chief Financial Officer
An update to customers, stakeholders, and shareholders on our mission to unleash the potential in every team.

prefer a PDF?​

No worries! Grab it here.
Fellow shareholders,
Atlassian’s mission to unleash the potential of every team advances ever onward, and Q1 was another momentous quarter of executing against our long-term initiatives. We announced a new subscription offering, launched a product into general availability, and held our first large-scale customer event focused on a single market, which got rave reviews from attendees. That said, companies in nearly every industry are facing headwinds, and we’re beginning to see the impact on our business.
In the spirit of our “Open company, no bullshit” value

, let’s start with the topic that’s top of mind for shareholders: macroeconomic impacts.

1. Last quarter, we shared that we saw a decrease in the rate of Free instances converting to paid plans. That trend became more pronounced in Q1.
2. This quarter, we started to see a slowing in the rate of paid user growth from existing customers.

To be clear, we’re not seeing any changes in our competitive position or in the inherent demand for our products. Looking across our customer base of 249,000+, there has been no overall decrease in usage or change in churn. The above two trends are the result of companies tightening their belts and slowing their pace of hiring. In other words, Atlassian is not immune to broader macro impacts. Our outlook assumes these trends will persist, but we’ll monitor, respond, and keep you updated accordingly.
Turbulent markets provide an opportunity to shake up the leaderboards, and we are poised to play offense in this environment. Buoyed by the secular tailwinds of digital and cultural transformation, Atlassian is incredibly well-positioned to capture additional share in each of our three massive markets – agile/DevOps, IT service management, and work management – and we’re working to do just that. In particular, we have huge opportunities in cloud migrations, serving enterprises, and ITSM – areas where we’ve already seen significant momentum and strong ROI. In the past year, migrations and enterprise deals in the cloud were both up more than 2x, and Jira Service Management added 10k customers.
We will focus our investments on strengthening our market position and scooping up top-tier talent in this environment. But we will balance these investments with the growth of our business and be responsive to macroeconomic conditions. So while we’re lowering our revenue outlook for FY23 based on macroeconomic headwinds, we are maintaining our mid-teens % operating margin outlook for the year. (For further detail, see the Fiscal 2023 Outlook section below.)
Despite the near-term instability in the world around us, we remain certain about the incredible long-term opportunities in front of Atlassian and our ability to capitalize on them. We’ve talked about having a line of sight to $10B in annual revenue. This hasn’t changed.
We have the right products, the right leaders, and the right strategies in place to come out of this downturn in an even stronger position. When obstacles emerge along the way, we’ll navigate around them as we always have: with vigilance, pragmatism, and agility.

This is exactly the type of communication that many Brainchip shareholders have been calling for.

 

[Fact Finder]

Would anyone with ChatGPT ask it the following question.
Who are the shareholders of AIZIP Inc.

Hi @VictorG
I think given the further research of @JK200SX you probably have cracked it for a TSEx insider trading award for 2023.

Great research by genuine retail shareholders.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Baron Von Ricta]

No @Rise from the ashes I still enjoy a beer in a nice location. I will bring back the beer pics when we hit $5 and are all in full party mode.

Or out on Parole

 

[VictorG]

Doing a bit of digging on AIZIP come up with this

aizip.com

View attachment 30211

The above sounds familiar, and considering they will be demonstrating AKIDA, there's perhaps a good chance that this "Volume shipped" product contains AKIDA.

I hope so JK but I doubt it, at least for this shipment.
Actually the reason I wanted someone to ask ChatGPT this question " Who are the shareholders of AIZIP Inc" or similar questions is because I kept getting the following answers,
They are worthy of a full body laugh


Q: is AIZIP located in Silicon Valley


AIZip is a software tool developed by BrainChip, a company with offices and operations in several countries, including the United States. As of my knowledge cutoff in September 2021, BrainChip had an office in San Jose, California, which is located in the heart of Silicon Valley.
It's possible that AIZip is primarily developed and managed out of BrainChip's San Jose office, but without more specific information it's difficult to say for certain. It's worth noting that AIZip is a software tool that can be used by anyone with a compatible computer or device, and it's not tied to any specific physical location.


Q: who are the shareholders of AIZIP Inc


As far as I know, AIZip is not a standalone company, but rather a software tool developed by BrainChip Holdings Ltd, a publicly-traded company listed on the Australian Securities Exchange (ASX) under the ticker symbol "BRN". Therefore, the shareholders of AIZip would be the same as the shareholders of BrainChip Holdings Ltd.
The shareholders of BrainChip Holdings Ltd can include institutional investors, retail investors, and company insiders such as directors and executives. The specific shareholders of the company can change over time due to buying and selling of shares, as well as other corporate actions.
As an AI language model, I don't have access to real-time information about the current shareholders of BrainChip Holdings Ltd. However, the company is required to disclose its major shareholders to the ASX, and this information can be found on the ASX website or the company's official website under the "Investor Relations" section.



Q: when was aizip incorporated


As far as I know, AIZip is not a standalone company but rather a software tool developed by BrainChip Holdings Ltd, a publicly-traded company listed on the Australian Securities Exchange (ASX) under the ticker symbol "BRN". Therefore, AIZip was not incorporated as a separate entity and does not have its own incorporation date.
BrainChip Holdings Ltd was originally incorporated in the United States in 2011 as "Aziana Limited" and was later re-registered in Australia in 2015. The company has since expanded its operations and developed various AI technologies, including the Akida neuromorphic processor and AIZip. The specific date when AIZip was first released or made available is not known to me, but it appears to have been developed and released by BrainChip in recent years as part of its suite of AI tools and technologies.


Q: who is the ceo of aizip



As far as I know, AIZip is not a standalone company, but rather a software tool developed by BrainChip Holdings Ltd, a publicly-traded company listed on the Australian Securities Exchange (ASX) under the ticker symbol "BRN". Therefore, AIZip does not have its own CEO.
The CEO of BrainChip Holdings Ltd is currently Louis DiNardo, who was appointed to the position in 2016. DiNardo has a background in engineering and has held various executive positions in the technology industry, including serving as CEO of several other companies before joining BrainChip.
It's worth noting that AIZip is just one of several AI tools and technologies developed by BrainChip, and the company has a broader management team and staff who are involved in its development, marketing, and support.

 

[JK200SX]

I hope so JK but I doubt it, at least for this shipment.

It can still be the case. The volume shipment was announced 20th Dec 22, and depending on how payment invoicing occurs, it may not be seen as revenue by Brainchip yet. Being a first off deal, payment may be based on consignment, who knows.....But a month down the track now, some of that should be filtering through?

 

[VictorG]

It can still be the case. The volume shipment was announced 20th Dec 22, and depending on how payment invoicing occurs, it may not be seen as revenue by Brainchip yet. Being a first off deal, payment may be based on consignment, who knows.....But a month down the track now, some of that should be filtering through?

Anything is possible, particularly with Akida so I shouldn't be surprised,

 

[Fullmoonfever]

It can still be the case. The volume shipment was announced 20th Dec 22, and depending on how payment invoicing occurs, it may not be seen as revenue by Brainchip yet. Being a first off deal, payment may be based on consignment, who knows.....But a month down the track now, some of that should be filtering through?

I suspect they are using the Maxim7800 at a guess. Bottom info and they seem to have an affiliation there and also runs on the M4 also.

Happy to be wrong obviously and be Akida haha

 

[alwaysgreen]

It can still be the case. The volume shipment was announced 20th Dec 22, and depending on how payment invoicing occurs, it may not be seen as revenue by Brainchip yet. Being a first off deal, payment may be based on consignment, who knows.....But a month down the track now, some of that should be filtering through?

This would need to be a price sensitive announcement on the ASX.

 

[Esq.111]

I hope so JK but I doubt it, at least for this shipment.
Actually the reason I wanted someone to ask ChatGPT this question " Who are the shareholders of AIZIP Inc" or similar questions is because I kept getting the following answers,
They are worthy of a full body laugh


Q: is AIZIP located in Silicon Valley


AIZip is a software tool developed by BrainChip, a company with offices and operations in several countries, including the United States. As of my knowledge cutoff in September 2021, BrainChip had an office in San Jose, California, which is located in the heart of Silicon Valley.
It's possible that AIZip is primarily developed and managed out of BrainChip's San Jose office, but without more specific information it's difficult to say for certain. It's worth noting that AIZip is a software tool that can be used by anyone with a compatible computer or device, and it's not tied to any specific physical location.


Q: who are the shareholders of AIZIP Inc


As far as I know, AIZip is not a standalone company, but rather a software tool developed by BrainChip Holdings Ltd, a publicly-traded company listed on the Australian Securities Exchange (ASX) under the ticker symbol "BRN". Therefore, the shareholders of AIZip would be the same as the shareholders of BrainChip Holdings Ltd.
The shareholders of BrainChip Holdings Ltd can include institutional investors, retail investors, and company insiders such as directors and executives. The specific shareholders of the company can change over time due to buying and selling of shares, as well as other corporate actions.
As an AI language model, I don't have access to real-time information about the current shareholders of BrainChip Holdings Ltd. However, the company is required to disclose its major shareholders to the ASX, and this information can be found on the ASX website or the company's official website under the "Investor Relations" section.



Q: when was aizip incorporated


As far as I know, AIZip is not a standalone company but rather a software tool developed by BrainChip Holdings Ltd, a publicly-traded company listed on the Australian Securities Exchange (ASX) under the ticker symbol "BRN". Therefore, AIZip was not incorporated as a separate entity and does not have its own incorporation date.
BrainChip Holdings Ltd was originally incorporated in the United States in 2011 as "Aziana Limited" and was later re-registered in Australia in 2015. The company has since expanded its operations and developed various AI technologies, including the Akida neuromorphic processor and AIZip. The specific date when AIZip was first released or made available is not known to me, but it appears to have been developed and released by BrainChip in recent years as part of its suite of AI tools and technologies.


Q: who is the ceo of aizip



As far as I know, AIZip is not a standalone company, but rather a software tool developed by BrainChip Holdings Ltd, a publicly-traded company listed on the Australian Securities Exchange (ASX) under the ticker symbol "BRN". Therefore, AIZip does not have its own CEO.
The CEO of BrainChip Holdings Ltd is currently Louis DiNardo, who was appointed to the position in 2016. DiNardo has a background in engineering and has held various executive positions in the technology industry, including serving as CEO of several other companies before joining BrainChip.
It's worth noting that AIZip is just one of several AI tools and technologies developed by BrainChip, and the company has a broader management team and staff who are involved in its development, marketing, and support.

Afternoon VictorG,

Certainly a interesting response from ChatGPT.

Below extract from Brainchips last Annual Report. 2021
No mention of AIZip under subsidiary companys, so yes....strange answer.

Regards,
Esq.

 

[BaconLover]

He has as much value as any other shareholder, whether anybody here likes it or not.

And unfortunately the value is 54 cents per share at the moment

Thanks AG.

If you look at the poll created in one of the other threads, one can see many people do agree with the idea that BRN needs to communicate well to the market.

At the moment it is all podcasts saying how they will bring AGI to 2030. Honestly, they cannot even predict what will happen late this year, how do they predict so far out? 7 years is a long time.

What I want to see is better sales, better communication to the market and better revenue. And if they can do this with respecting their time lines that will be fantastic.

If you think I am downramping for saying this, so be it.

What I won't do is give into these bullies. Brainchip is still a good investment, otherwise I wouldn't be here, but management needs to improve on the above things. If not, the next AGM would be an interesting one.

Don't like my opinion? Tough luck, I don't care, I don't like yours either

 

[JK200SX]

Afternoon VictorG,

Certainly a interesting response from ChatGPT.

Below extract from Brainchips last Annual Report. 2021
No mention of AIZip under subsidiary companys, so yes....strange answer.

Regards,
Esq.

https://www.linkedin.com/company/aizip/

 

[BaconLover]

Not looking to get caught in the crossfire here but just wanted to point out that Tony is talking about his OPINION on what the market thinks. That neither confirms that is what is required, nor does it implicate himself or Brainchip regarding revenue figures.
He is making the same observation that many here have made, but that doesn't mean it's required. I personally don't require it, we are a growth company for now with disruptive tech that I as an early investor gets to share the spoils for the risk I am taking. Many here also still hold the same outlook.
I believe you should edit your post and remove or modify your terminology surrounding what he acknowledges, as the way you have phrased it is putting word in his mouth, which I'm sure you aren't meaning to do.

Well, that is his opinion Damo, and I do agree with him.
He understands that is what we need to convince markets about BRN's potential. What I am saying is, he acknowledges this is what market wants. Happy to edit it if it is read otherwise.

I am glad that company sees it from a shareholder perspective too, because being a public company, they do have a duty of care to look after the shareholders.

 

[M_C]

Redirecting

Future computer systems, said Hinton, will be take a different approach: they will be "neuromorphic," and they will be "mortal," meaning that every computer will be a close bond of the software that represents neural nets with hardware that is messy, in the sense of having analog rather than digital elements, which can incorporate elements of uncertainty and can develop over time.

"It'll be used for putting something else: It'll be used for putting something like GPT-3 in your toaster for one dollar, so running on a few watts, you can have a conversation with your toaster."