BRN Discussion Ongoing

[cassip]

Afternoon RobjHunt,

Well after perusing the announcement this morning, followed by several wee tipples,....

WOOO HOOO.

Great job to the Brainchip team.

Having said that , we are not paying management peanuts, so results are expected.

As for the volume transacted & price today..... good start, but coming off a crazy low so personally expecting a huge correction purely to bring us back up to basic fair value.

Interesting the release , announcement, this morning to ASX.

Hopefully management have a little game theory behind this, short of what was obviously disclosed in said announcement.

1, Pre prime the home exchange.
2, larger than normal volumes transacting
3, Many more eyes watching.
4, Then come out with a more indepth spill on our new technology just before the US Markets open. Pre primed .

Great news , let's use it to full effect.

Will be interesting with the shares transacting in Germany followed with the US market coming online later..
With any luck US market will pick up substantially, prompting Bank of New York Mellon ( our sponsor into such market ) to buy a bucket load more of our shares to satiate the demand from US buyers.

Tops announcement, onwards & upwards.

Regards,
Esq.

Tunes....
- Korolova on Boat @ Odessa / Rikodisko
20th Dec 2020.
52:22.

Hi Esq.

we have 50k in about 9 minutes at Tradegate
0,3854 EUR

+18,00 % +0,06

Regards
Cassip

 

[Bravo]

A few thoughts on today's announcement:

The progression to 8-bit is interesting. I personally thought we would move to 8-bit, but not for at least a year or two. My take is that 8-bit isn't exclusively for edge processing anymore. If customers were looking at AI processing in places like data centres, I don't think 4-bit would have sufficient accuracy for those heavier workloads and they would also have a mains power supply. Up to 4-bit is great for most sensor processing at the edge, while 8-bit indicates to me that they are expanding their market reach. I think it's just a matter of time till we start migrating away from the edge, and this seems to be a step in that direction.

I also don't think they would have started designing 8-bit processors YET if 4-bit applications weren't successful with some projected cash flows in place. We know there are multiple customers that are likely already using the first Akida generation chips (Renesas, Mercedes, Valeo?, other EAPs?), so my guess is things are still going ok in this area. The second gen IP will likely be more expensive to develop and buy, so they wouldn't be going down the 8-bit path if they weren't confident of customer interest. As others have suggested they may be trying to work towards the 8-bit standardisation other companies like Intel and Qualcomm are planning for AI workloads (either way it's a great move strategically to have a solution that slots directly into their workflows), or alternatively it may have been explicitly requested by some existing customers for their applications. Regardless, this is good news for Brainchips future success.

That's pretty much exactly what I was going to say ID, except you phrased it a little differently!

 

[Kozikan]

M

I think a lot of us are in that position - expecting 2021 and 2022 to be a big year with many companies signing up to our IPs with some payments being made upfront etc.
Some of us got caught up with excitements everytime new collaborations were announced, thinking that they were huge news. In reality these were just early collaborations and it takes a bloody long time to come up with a product/design that would attract bigger companies.

Hey Kozikan, that question to Peter was regarding the ARM Partnership and yes he said if an ARM customer signs up they get $1M payment upfront followed by royalties typically 3-4 years later.

Oops.Sheez !! Foggy memory. Thanks for the correction Crestman I will edit my post

 

[Bravo]

Does any one else get the feeling that BRN's latest announcement might be cosmically interconnected in some way to other recent announcements from our partners (and suspected partners)? Because I do and I've been feeling that way ever since I started talking to myself on another thread.

 

[Fact Finder]

A few thoughts on today's announcement:

The progression to 8-bit is interesting. I personally thought we would move to 8-bit, but not for at least a year or two. My take is that 8-bit isn't exclusively for edge processing anymore. If customers were looking at AI processing in places like data centres, I don't think 4-bit would have sufficient accuracy for those heavier workloads and they would also have a mains power supply. Up to 4-bit is great for most sensor processing at the edge, while 8-bit indicates to me that they are expanding their market reach. I think it's just a matter of time till we start migrating away from the edge, and this seems to be a step in that direction.

I also don't think they would have started designing 8-bit processors YET if 4-bit applications weren't successful with some projected cash flows in place. We know there are multiple customers that are likely already using the first Akida generation chips (Renesas, Mercedes, Valeo?, other EAPs?), so my guess is things are still going ok in this area. The second gen IP will likely be more expensive to develop and buy, so they wouldn't be going down the 8-bit path if they weren't confident of customer interest. As others have suggested they may be trying to work towards the 8-bit standardisation other companies like Intel and Qualcomm are planning for AI workloads (either way it's a great move strategically to have a solution that slots directly into their workflows), or alternatively it may have been explicitly requested by some existing customers for their applications. Regardless, this is good news for Brainchips future success.

We are outside of market hours so here is something that could be upramping if taken too seriously.

ChatGPT needs to lower its electricity consumption about 60 billion percent. Slight exaggeration but what it uses boggles the imagination and is unsustainable. There have been some articles citing the need for a neuromorphic solution to some of the processing needs of ChatGPT.

Moving to 8 bit adds an important strategic opportunity to the AKIDA -v- GPU competition.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Sirod69]

 

[jk6199]

Not sure if I’ve missed reading the announcement being on my phone, does anyone know if we can watch this platform announcement somewhere (?on Brainchip’s website)?

 

[HopalongPetrovski]

Guess those shortee's are getting ready to Duck and Cover tonight.
Must be crapping themselves wondering just what our cheeky monkey will release in the wee hours tomorrow.
Will there be a big name attached?
Will they have to scamper away double time taking whatever they can in case we sky rocket as Brainchip is wont to do?
Will they all wind up in dark alleys pleasuring Big Bob whilst his knuckle dragging confederates look on and laugh?
Oh well, they decided to be assholes and sell themselves to the manipulator's so fitting really that that's where they'll wind up taking it.
Poor beggars.

 

[Rise from the ashes]

Not sure if I’ve missed reading the announcement being on my phone, does anyone know if we can watch this platform announcement somewhere (?on Brainchip’s website)?

I didn't see any link to view the platform presentation or whatever it was called

 

[Xray1]

It's very pleasing to see our Co BRN back with a Market Capital of just over $1 BILLION again.

 

[Rise from the ashes]

It's very pleasing to see our Co BRN back with a Market Capital of just over $1 BILLION again.

I'm very pleased with this announcement even if price didn't rise like it did I'd still be extremely happy.

 

[Sirod69]

Not sure if I’ve missed reading the announcement being on my phone, does anyone know if we can watch this platform announcement somewhere (?on Brainchip’s website)?

who can google has a big advantage

 

[Moonshot]

\


Why share content from this grub of a business?

We are outside of market hours so here is something that could be upramping if taken too seriously.

ChatGPT needs to lower its electricity consumption about 60 billion percent. Slight exaggeration but what it uses boggles the imagination and is unsustainable. There have been some articles citing the need for a neuromorphic solution to some of the processing needs of ChatGPT.

Moving to 8 bit adds an important strategic opportunity to the AKIDA -v- GPU competition.

My opinion only DYOR
FF

AKIDA BALLISTA

Sure hope so, blackouts on Sydney Northern Beaches right now from a little extra air conditioning now the sun is going down and solar not contributing I suspect… we need lower power solutions for everything! Let’s start with akida for AI!

 

[Rise from the ashes]

who can google has a big advantage

View attachment 31311

I must be blinded by that image but I can't see a link to the platform viewing
And what smell is it sniffing off its hand?

 

[Rise from the ashes]

Well this song sums up my feeling for today.

 

[Foxdog]

I must be blinded by that image but I can't see a link to the platform viewing
And what smell is it sniffing off its hand?

Might be first use case for AKIDA scent detector?

 

[Quatrojos]

International Semiconductor Executive Summit is on in Arizona, March 7 & 8.

This dude, amongst many others is speaking. It's interesting what he's speaking about

Viresh
Patel

Renesas

VP Packaging Technology

It's interesting what he's speaking about:

Renesas Electronics empowers a safer, smarter and more sustainable future where technology helps make our lives easier.
A leading global provider of microcontrollers, Renesas combines our expertise in embedded processing, analog, power and connectivity to deliver complete semiconductor solutions. These Winning Combinations accelerate time to market for automotive, industrial, infrastructure and IoT applications, enabling billions of connected, intelligent devices that enhance the way people work and live.

Agenda

ISES USA will feature two days full of events, including keynotes, business meetings, networking roundtables, and a gala dinner.

www.ises-usa.com

 

[Evermont]

Not sure if I’ve missed reading the announcement being on my phone, does anyone know if we can watch this platform announcement somewhere (?on Brainchip’s website)?

The announcement states that a 'press release' will take place.

I also thought an event (ie. Bloomberg, CNBC or Yahoo Finance news grab perhaps) may occur as to state a specific time is unusual, however a press release is typically a written announcement so I am defaulting to our standard newswire. We will find out at 0100 I guess.

Anyone else have insight?

Edit: Made it to Market Watch.

Shares of Australia’s BrainChip gain after AI company launches latest platform

The Akida platform drives efficient and intelligent edge devices for an artificial-intelligence-of-things market that could be worth US$1 trillion by 2030, BrainChip said, citing an industry report.

finance.yahoo.com

 

[Sirod69]

Ich muss von diesem Bild geblendet sein, aber ich kann keinen Link zur Plattformansicht sehen
Und welchen Geruch riecht es von seiner Hand?

here it is

https://www.listcorp.com/asx/brn/brainchip-holdings/news/brn-introduces-second-generation-akida-platform-2845139.html

 

[Diogenese]

A few thoughts on today's announcement:

The progression to 8-bit is interesting. I personally thought we would move to 8-bit, but not for at least a year or two. My take is that 8-bit isn't exclusively for edge processing anymore. If customers were looking at AI processing in places like data centres, I don't think 4-bit would have sufficient accuracy for those heavier workloads and they would also have a mains power supply. Up to 4-bit is great for most sensor processing at the edge, while 8-bit indicates to me that they are expanding their market reach. I think it's just a matter of time till we start migrating away from the edge, and this seems to be a step in that direction.

I also don't think they would have started designing 8-bit processors YET if 4-bit applications weren't successful with some projected cash flows in place. We know there are multiple customers that are likely already using the first Akida generation chips (Renesas, Mercedes, Valeo?, other EAPs?), so my guess is things are still going ok in this area. The second gen IP will likely be more expensive to develop and buy, so they wouldn't be going down the 8-bit path if they weren't confident of customer interest. As others have suggested they may be trying to work towards the 8-bit standardisation other companies like Intel and Qualcomm are planning for AI workloads (either way it's a great move strategically to have a solution that slots directly into their workflows), or alternatively it may have been explicitly requested by some existing customers for their applications. Regardless, this is good news for Brainchips future success.

Thanks IDD,

The need for 8 bits is a bit (no pun intended) surprising.

As you point out, the cloud is one option, and is urgent from a climate perspective.

Also, as you said, compatibility with the big boys could be useful.

PvdM said in "4 bits are enough"
https://brainchip.com/4-bits-are-enough/ :

With the focus on edge AI solutions that are extremely energy-sensitive and thermally constrained and require efficient real-time response, this advantage of 4-bit weights and activations is compelling and shows a strong trend in the coming years.

After mentioning that BrainChip first used 4 bits in 2015 (Studio?), he referred to some 2020 IBM research which found that 4 bits could be as accurate as 16 bit deep learning, only faster and more efficient, so maybe they need the accuracy of 32 bit or 64 bit weights and measures.

We've been working with Valeo for a few years, so it would be late in the day for the requirement to originate with them. However, we have only just learned of the Luminar/Mercedes tie up, so it may be that their foveated LiDaR needs higher precision.

ISL and the USAF radar may be another option. All those fighter planes look the same on radar.

Of course there are many things which we do not know ...