BRN Discussion Ongoing

[alwaysgreen]

wow, wrestlemania season is in full swing
dont worry about roman v cody, more like:

FF v Bacon
Rise v Wilz

both going to be great bouts that have already started...

On FF, hopefully he lasts longer this time around than the Aussies did in Dehli, inspite of some blowback....

View attachment 30262

on a serious note for a change, annual report due any day, looking forward to the read and the accounting revenue figure. im definitely not going to guess what it is, am hoping for a surprise but not expecting one.

have a good day all

There won't be any surprises ie meaningful revenue.

We've signed no licenses.

Licenses through a third party will only bare fruit once products are released and royalties roll in.

 

[Techinvestor17]

Doing a bit of digging on AIZIP come up with this

Aizip Announces Volume Shipping of Robust Vision Models - Aizip

Cupertino, CA, December 20, 2022 – Aizip, Inc., a technology leader in artificial intelligence (AI) for applications on the Internet of Things (IoT), also known as tiny machine learning (TinyML), announced today the volume shipping of robust vision models. Computer vision is one of the AI fields...

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.

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

I don’t this contains AKIDA. They are “shipping” models, ie the software. More digging on their website also shows that their vision model is a DNN.

 

[Evermont]

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Great pick-up @Vanman1100

Operating System strategy update coming from MB in less than a day. Might be interesting.

Mercedes-Benz Media

Exklusive Einblicke und individuelle Angebote: Erleben Sie mit Mercedes-Benz das Maximum aus digitaler Live-PR. Exclusive insights and individual offers: Experience the maximum of digital live PR with Mercedes-Benz.

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[jtardif999]

Peter said the AKIDA 1500 was much smaller and developed for 'volume markets'. Examples are consumer and Industrial applications.
Sounds like it was built to get short term commercialisation and sales.

Peter also talked a little about the 1500 architecture whereby he described an SNN core surrounded by a CNN wrapper (or CNN higher layers). I don’t remember AKD1000 being described this way? Could it be that in AKD1500 the CNN2SNN structure has been remodelled?

 

[Evermont]

Also worth noting the original MB Press Release disclosing the relationship with BrainChip came out of the US and not Stuttgart.

This Strategy Update is also out of the US.

 

[KMuzza]

With the rise of ChatGPT and AI sentiment flying, where does BrainChip fit in? - Stockhead

There's big bucks to be made in the AI space for whoever can reduce processing costs - like BrainChip's Akida chip promises to do.

stockhead.com.au

As the say.. matter of opinions but it is always good to see different views.

Hi Damo-
Yes - the article is at least giving Brainchip and AKIDA 1500 some exposure,- BUT - not that i expect it as they are WANCA's that need to also learn about -the JAST SYSTEM and the PATENTS that protect Brainchip.
i reckon the PATENTS are the reason why after throwing so many dollars into Research - we are now "working " in "partnership" with the likes of INTEL - and others .

SO on a lighter note- give him time and we might be able to say-
BY JOVE-I THINK HE'S GOT IT - the rain in Spain fall mainly on the Plane - (type of visual giffy. from My Fair Lady)

AKIDA BALLISTA UBQTS.

 

[jtardif999]

There won't be any surprises ie meaningful revenue.

We've signed no licenses.

Licenses through a third party will only bare fruit once products are released and royalties roll in.

Licences through a third party via Megachips will show as revenue in the annual report.

 

[alwaysgreen]

Licences through a third party via Megachips will show as revenue in the annual report.

Will it?

My understanding is that even if a licence is through a third party, we would still be obligated to disclose it to the ASX as a price sensitive announcement?

Happy to be corrected if I am wrong.

 

[Rise from the ashes]

Will it?

My understanding is that even if a licence is through a third party, we would still be obligated to disclose it to the ASX as a price sensitive announcement?

Happy to be corrected if I am wrong.

Now that's a good supposedly easy question to get answered from BRN seen this one pop up a few times . Would be nice to just get that sorted with a quick email. Anyone up for it?

 

[Iseki]

We have a new technology that can turn a dumb sensor into a device that can make perceptions.

We have a high profile in the industry.

Yet the company is running on radio silence.

How to explain this? (an event camera looking at our company would say nothing).

Either something very big is about to drop or we have no prospects at all in the near future.

 

[supersonic001]

BrainChip on LinkedIn: Developing CNNs for Neuromorphic Hardware

Great blog by our very own Nikunj Kotecha - Developing CNNs for Neuromorphic Hardware (Been There! Done That!) - Check out the blog here:…

www.linkedin.com

 

[buena suerte :-)]

We have a new technology that can turn a dumb sensor into a device that can make perceptions.

We have a high profile in the industry.

Yet the company is running on radio silence.

How to explain this? (an event camera looking at our company would say nothing).

Either something very big is about to drop or we have no prospects at all in the near future.

(A)Either something very big is about to drop .......... (B) or we have no prospects at all in the near future.

I'll go with option (A)

 

[HopalongPetrovski]

I have always found both Fact Finder and Bacon Lover to be honest and intelligent contributors here who bring great value with their insight, experience and wisdom.
I have also found them to be both champions and advocates of Brainchip.
I am hopeful that they can be reconciled as we are stronger together than divided.
I find suppositions on their respective motives dubious themselves and wonder at the motivations of those posters.
Shit stirring is a favourite Australian pastime, but sometimes its less than helpful, particularly when already under duress.
I would ask all to double check their sources before posting accusations as it can be easy to be carried away on flights of fancy.
This place has been a good mutual resource and refuge from the divisive model promoted and encouraged over on the crapper.
Let's not let this place become contaminated with the same vibe.

GLTAH

 

[Glen]

(A)Either something very big is about to drop .......... (B) or we have no prospects at all in the near future.

I'll go with option (A)

I believe that Mercedes is having an event tomorrow about the new MB.os.

 

[buena suerte :-)]

I believe that Mercedes is having an event tomorrow about the new MB.os.

Hi Glen... do you have any more info on the event? thanks

 

[ndefries]

Now that's a good supposedly easy question to get answered from BRN seen this one pop up a few times . Would be nice to just get that sorted with a quick email. Anyone up for it?

If someone uses BRN IP through a relationship with MegaChip we would not need to disclose that. BRN may not be aware of it till further down the product development lifecycle based on NDA with MegaChip and their client.

We have an agreement we have annouced to the market with MegaChip and that comes with (not seen by us) commercial terms for royalty as events trigger these payment. As shareholders unless a client shares this information we just need to look at the financials.

so yes the upcoming report could well have surprises but i dont have expectations here in this report.

I do keep coming back to PVDM comments around MegaChip. That the deal is transformational for BRN and the market does not as yet understand this. i have to think he knows and thinks before making such a statement. For example if he had a very good inclination that this would lead to BRN IP being in every future nintendo device in several years this is exactly what i would say to share my enthusiam with the restrictions of not being able to say everything i wanted to say.

What we do know is that MegaChip is pivoting their business to edge AI capabilities and have chosen BRN as their main technology in working with their customers to being new advanced products to market. https://www.theregister.com/2022/04/26/megachips_ai_partner_program/

 

[Bombersfan]

Hi Glen... do you have any more info on the event? thanks

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The link has been pasted a couple times this morning but has been lost amongst the absolute waste of time shit that’s been posted all morning.
Could be exciting could be nothing. If they expand on the specs of the OS we might get a mention.

 

[Glen]

I believe that Mercedes is having an event tomorrow about the new MB.os.

Mercedes-Benz Media

Exklusive Einblicke und individuelle Angebote: Erleben Sie mit Mercedes-Benz das Maximum aus digitaler Live-PR. Exclusive insights and individual offers: Experience the maximum of digital live PR with Mercedes-Benz.

media.mercedes-benz.com

 

[Bloodsy]

Great pick-up @Vanman1100

Operating System strategy update coming from MB in less than a day. Might be interesting.

Mercedes-Benz Media

Exklusive Einblicke und individuelle Angebote: Erleben Sie mit Mercedes-Benz das Maximum aus digitaler Live-PR. Exclusive insights and individual offers: Experience the maximum of digital live PR with Mercedes-Benz.

media.mercedes-benz.com

View attachment 30263

Should be an interesting event, just out of this screen grab is the following

"With this site being one of our software hubs, it will provide the perfect backdrop for Mercedes-Benz Board members and executives to detail the company’s tech strategy for both hardware and software."

Considering the MBOS had its debut in the eqxx, which we know contained akida - i wonder if we will learn more on potential features which include akida other than "Hey Mercedes"

This new operating system is launching alongside the new MMA models in 2024.

Wont be surprised to see this event as the starting line of the marketing/launch of the new MMA/MBOS.

Outside odds of BRN holding off on the annual report to include a possible mention for BRN from merc at tomorrows event

This current period/ sentiment reminds me of December 2020, when we broke down from 30c and were back in the 20s, sentiment was in the pits of hell and all of a sudden we had double whammy announcement of NASA and Renesas. Highlight was @chapman89 correspondence with Ken Scarince saying "Wait for it"

You may resume your shit flinging.

 

[Rise from the ashes]

If someone uses BRN IP through a relationship with MegaChip we would not need to disclose that. BRN may not be aware of it till further down the product development lifecycle based on NDA with MegaChip and their client.

We have an agreement we have annouced to the market with MegaChip and that comes with (not seen by us) commercial terms for royalty as events trigger these payment. As shareholders unless a client shares this information we just need to look at the financials.

so yes the upcoming report could well have surprises but i dont have expectations here in this report.

I do keep coming back to PVDM comments around MegaChip. That the deal is transformational for BRN and the market does not as yet understand this. i have to think he knows and thinks before making such a statement. For example if he had a very good inclination that this would lead to BRN IP being in every future nintendo device in several years this is exactly what i would say to share my enthusiam with the restrictions of not being able to say everything i wanted to say.

What we do know is that MegaChip is pivoting their business to edge AI capabilities and have chosen BRN as their main technology in working with their customers to being new advanced products to market. https://www.theregister.com/2022/04/26/megachips_ai_partner_program/

Thank you for taking the time and effort to explain, that does make sense. Yes I've gotten myself excited before about the high possibility of being incorporated into Nintendo products. Thanks again.