BRN Discussion Ongoing

I wonder the sp is so low, but accumulated short volume doesn't decrease. What price are those shorters waiting for? It look like they are not hurry to realise profit at current price.
Same here. I guess they most likely wait for the next abysmal financial results as there's no indicator for a sudden upwards change in share price.
Even then, most of them won't realize their gains, I' suppose. Furthermore, does the lack of ip licensing support their strategy.
Can't wait for the day when this stock converts from the meme stock that it is right now, to a respected investment in the broader eyes.
I don't know about you guys, but I'd finally be able to close the chapter with everyone that doesn't take my belief in the company seriously.
The days of constantly explaining when asked why this is a good investment would finally be over.
But It'll take some more time...
 
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Foxdog

Regular
Not a bad little read about all the players in the infotainment systems market.

No mention of Brainchip but interesting none the less.

There's never a mention of AKIDA - please drop the NDA's so we can get an actual visual of the iceberg before we run into it 😳
 
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BaconLover

Founding Member
Same here. I guess they most likely wait for the next abysmal financial results as there's no indicator for a sudden upwards change in share price.
Even then, most of them won't realize their gains, I' suppose. Furthermore, does the lack of ip licensing support their strategy.
Can't wait for the day when this stock converts from the meme stock that it is right now, to a respected investment in the broader eyes.
I don't know about you guys, but I'd finally be able to close the chapter with everyone that doesn't take my belief in the company seriously.
The days of constantly explaining when asked why this is a good investment would finally be over.
But It'll take some more time...

We will need strong quarterlies from now on, otherwise this share price decline isn't sustainable.
Time for management and sales team to stop making promises and act on.
We have heard enough words, now let's see some action.

No, I'm not talking about partnerships, I'm talking about real, solid IP deals that's signed on.

They can keep recruiting people, but unless we see results, it's just a waste of money.

I believe two or three weeks of LDA dumping to go, what can we expect from now and before AGM? If anything at all? Hopefully not just more pain on the portfolio. 🤞
 
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Tothemoon24

Top 20
tata motors

I’m tipping that this 2025 vehicle will be fully loaded with Brainchip IP


helios-mob-06.jpg

interior-mob-1.jpg




A NEW PARADIGM OF INNOVATION​

The AVINYA Concept is a giant stride towards the next generation of electric vehicles by Tata Passenger Electric Mobility (TPEM). It is an expression of the Company’s vision of a pure electric vehicle, based on its GEN 3 architecture. Derived from the Sanskrit language, the name AVINYA stands for ‘Innovation’. The AVINYA Concept introduces a new typology of mobility that liberates enormous roominess and comfort, not restricted by traditional segmentation. It comes packed with new-age technology, software and artificial intelligence that work in the background to deliver wellness and tranquility during transit. Providing an extremely premium yet simple and calming customer experience, this concept will be fairly accessible to a majority of customers of fast-growing, high-volume segments of today. With this, TPEM is all set to unleash a new breed of EVs that will redefine the automobile space. This path-breaking EV will be introduced to the market by 2025.
Key highlights:
A TIMELESS DESIGN
  • The AVINYA Concept focuses on a human centric design and promises a sensory journey of its own.
  • The sky dome that enhances the overall sense of space and natural light. The functional console inspired steering wheel and the voice activated systems offer a deeper interface for all its passengers. The sustainable materials being used communicate the ethos of the product and finally, the finishing touch of the aroma diffuser envelopes you in an ambiance that is serene and soothing.
  • Originally inspired by a catamaran, the AVINYA Concept is an uncompromising vision for electric mobility.
  • With a new silhouette, this concept is a mixology of the best of the worlds – it is a product that combines the essence of a premium hatch with the luxuries and versatility of an SUV and the roominess and functionality of an MPV – all put together to create something new and beautiful.
  • A significant highlight on the front and the rear of the vehicle is the new identity. This new identity as a part of the DRL is a subtle nod to our commitment to enhance the quality of life and is a pivotal step in the evolution of EVs.
  • It is also the manifesto and emphasizes the Horizon and the Infinite possibilities that the Gen 3 electrification will offer.
  • Gliding to the sides, one is met by the ‘Butterfly’ doors, which welcome you with open arms to a class-leading spacious interior which is sure to make its occupants feel calm.
  • Furthermore, envisaging a future trend, this concept is designed to believe that lesser screen time is the way to go.
  • Taking this into consideration the AVINYA Concept has been made screen-less, to bar any distractions inside the car and create a stress-free environment for the mind and soul.
  • Keeping the entire theme of serenity alive, this concept is showcased in the colour - Gentle Dawn.
A PURE EV AT ITS CORE
  • The AVINYA Concept stands for empathetic mobility, a machine that is engineered to be smart, spacious, sustainable yet techy.
  • The agile and robust Pure EV GEN 3 Architecture offers this concept with a flexible design while boasting of next-generation connectivity, advanced driver assistance systems and enhanced performance and efficiency.
  • Pioneered out of India for the world, this global platform offers high structural safety and has the next level of waterproofing and dust protection, making it ready for all forms of terrains.
  • This architecture is built with the use of next-gen materials, efficient electronic componentry, and proprietary energy management strategies & algorithms for efficiency management.
  • Use of lightweight materials, and optimized structure for an EV only powertrain with enabled appropriate stiffness, helps minimize the overall mass, leading to good weight management. Furthermore, the battery used will support an ultra-fast charge capability, in line with the infrastructure evolution, pumping a minimum 500 kms range in under 30 minutes.
  • The overall philosophy for enhanced range would be ‘Minimize - Maximize - Optimize’.
Drawing inspiration from human sensory cues whilst promising a stress-free experience with every drive, the AVINYA stands by the concept of minimalism and is a leap forward in the right direction, making it the absolute regiment of sustainable movement.
img-form-aside.jpg

3.jpg


1.jpg


4.jpg






ico-tel.png
 
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Schwale

Regular
Even if they have not signed it would be interesting to hear what they have to say on 28 March, 2023:


My opinion only DYOR
FF

AKIDA BALLISTA
According to VVDN website they will be showcasing the below....

At ISC West, we are super excited to connect with our customers and silicon partners and talk about the exciting innovation in the domains of IoT, Vision, Cloud and Digital space.

VVDN will be showcasing its ENGINEERING, TESTING and

MANUFACTURING,

DIGITAL capabilities in

o 5G Cameras

IP, Bullet and Dome Cameras

OAI/ML Cameras

o Sports Trail and Body Worn Cameras

⚫ Dashcams

o Development Kits, Reference Designs

o Doorbell
 

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Euks

Regular
8th most shorted on the asx… 😱

Here’s hoping for some juicy IP deals sooner rather than later… 🤞🤞

D42F5D52-5D38-4353-8A23-4978D0AEDC63.jpeg
 
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D

Deleted member 2799

Guest
We will need strong quarterlies from now on, otherwise this share price decline isn't sustainable.
Time for management and sales team to stop making promises and act on.
We have heard enough words, now let's see some action.

No, I'm not talking about partnerships, I'm talking about real, solid IP deals that's signed on.

They can keep recruiting people, but unless we see results, it's just a waste of money.

I believe two or three weeks of LDA dumping to go, what can we expect from now and before AGM? If anything at all? Hopefully not just more pain on the portfolio. 🤞
Yeah come on braini…
 

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I see in the discussion that people seem to be very conservative or almost shy in regards to market share.

I see it a bit differently and would like to discuss this a little further, maybe I’m wrong?

As far as I can see, there are only 4 companies having anything commercially available that we can call neuromorphic.

A) Qualcomm

B) SynSense

C) GeneralVision

D)BrianChip



A) Qualcomm

Is the biggest question mark in my head, because I can’t get my head around exactly what it is that they have implemented? They were developing the Zeroth neuromorphic processor, but stopped the project and focused on a software stack instead. Now suddenly they have some similar abilities to Akida 1.0?

As far as I can see there are the following main scenarios:
1) They reopened the Zeroth project and finished the development of it.
2) They never gave up Zeroth, it was all deception and they just went into dark mode with it.
3) They used their experience with neuromorphic computing to quickly implement Brainchip IP.

So, this is in my view a flip coin that can land on the Qualcomm or Brainchip side.

They are huge in smart phones and could easily dominate edge AI in smartphones.

Besides that I don’t see them trying to sell IP, which means several things:
1) The design is not flexible to the purpose, which can be important in an era with a diversity of intelligent devices (IoT). An ADAS system might need more neuromorphic processing power and Nanose might be better off with a specialized power saving SoC.

2) Their chip has to exist besides what other chips are in the product, as it can’t be integrated. This in turn means bigger foot print, higher energy consumption and possibly slower data communication. They have very potent all-round chips, that can possibly do most of the tasks needed for many applications, but may not fulfill the low power requirements of smart home devices.

3) Competitors to Qualcomm will need to come up with a response, so they would like to integrate AI that is as/more potent and buy IP to integrate it.

B) SynSense

They have DYNAP-CNN that can be configured with up to 1 million neurons.

From what I can glean from it, they are focused on CNN models and doesn’t really support a wide range of neural networks like Akida (I think Akida supports vision transformers, RNN, DNN and SNN).

Also, it seems like they rely on back-propagation, to cite an article published on the SynSense website: “Some people approximate derivatives of spikes in order to use backpropagation (like SynSense) and some use another technique called spike timing dependent plasticity (STDP), which is closer to how biological brains function. STDP, however, is less mature as a technology (BrainChip uses this method for one–shot learning at the edge). There is also the possibility of taking deep learning CNNs (convolutional neural networks), trained by backpropagation in the normal way, and converting them to run in the spiking domain (another technique used by BrainChip).”

https://www.synsense.ai/synsense-cars-that-think-like-you-eetimes/

SyneSense does not seem to have any unsupervised learning capabilities (edge learning) or one-shot-learning like Akida.

SynSense does not seem to sell IP, but develops custom hardware. This probably means less drawbacks than Qualcomm has in this regard, but their developer team is going to be a bottleneck for wide adoption of their technology. Further considering their small size, it will be a drawback for them not to appear in eco systems like the Rensas, Megachips, ARM and Intel ecosystems.

Further SynSense may very well be hit by the US chip sanctions on China (the CHIP 4 act).

I don’t really see them capturing a big market share, but maybe I’m missing parts of the picture?

C) General Vision

In contrast to SynSense and Qualcomm, General Vision are selling IP.

The biggest neuromorphic chip I could find on their webpage has 5500 neurons…..

From my point of view I can only see General Vision capturing some very low cost focused and limited applications, maybe with volume, but not with a lot of revenue.

D) Brainchip

I like this half a year old chart that I think is made by Neuromorphia on this forum. It illustrates that we are already integrating widely and appeal to various use cases.

1679390862562.png


When looking at the pure plays Synsense, General Vision and Brainchip, we’re clearly the talk of the town, here from Google Trends:

1679390898839.png


Conclusion:

It’s hard to put a number on the future potential neuromorphic market share, but I think 10%-20% is underwhelmingly low considering the above. What do you think?
 
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alwaysgreen

Top 20
One thing I know there is going to be a lot of pissed off shareholders at the AGM,I think the shorters are the same ones who voted against PVDM at the last AGM. Sean said judge him by the next AGM,me thinks he is in trouble,someone is definitely out to destroy shareholder value for their own purpose.One would reasonably expect shorts to be closing but no,increasing strangely every day,may be they are in that deep they can’t get out I’m hoping end game may be takeover or controlled of board. Problem is I think average shareholder buy in is lower than they expected. Holding 200k and 86k worth in my super ain’t getting one share off me,don’t care how low they go,hopefully digging a deeper hole,all or nothing my motto

With no new IP deals, it's almost a certainty that our next quarterly will be poor. I have no idea how shorters think but it seems safe to say that they are hoping to lower the share price further post release of the quarterly.

Hopefully we can announce a few IP deals prior to the quarterly release to burn them.
 
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fenfei

Emerged
We will need strong quarterlies from now on, otherwise this share price decline isn't sustainable.
Time for management and sales team to stop making promises and act on.
We have heard enough words, now let's see some action.

No, I'm not talking about partnerships, I'm talking about real, solid IP deals that's signed on.

They can keep recruiting people, but unless we see results, it's just a waste of money.

I believe two or three weeks of LDA dumping to go, what can we expect from now and before AGM? If anything at all? Hopefully not just more pain on the portfolio. 🤞
Totally agree with you!
 
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D

Deleted member 118

Guest
I wonder the sp is so low, but accumulated short volume doesn't decrease. What price are those shorters waiting for? It look like they are not hurry to realise profit at current price.
 
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Csharmo

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Deleted member 118

Guest
With no new IP deals, it's almost a certainty that our next quarterly will be poor. I have no idea how shorters think but it seems safe to say that they are hoping to lower the share price further post release of the quarterly.

Hopefully we can announce a few IP deals prior to the quarterly release to burn them.
One ip deal in the next 2 years would be nice
 
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Labsy

Regular
Respectfully, I couldn't care less about the shorters or the sp..... I honestly feel management are doing great. Let's not direct so much anger towards the team and enter the AGM looking for battle...
If you are uncomfortable with the level of risk you are taking then step off the bus and that's ok.
Personally I feel this is de-risked considerably and applying some patience whilst investing within your comfort zone is key.
Financial advise 101... what is your risk profile and how much can you afford to lock away without it burdening your personal daily financial needs?
Chin up people... nearly there now.... hooooooooold.....hoooooooooold......... ;)
 
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Deleted member 118

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Me too, I grew up in Parkes
I never grew up in parkes, but use to play a lot of soccer in them
 
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Steve10

Regular
I see in the discussion that people seem to be very conservative or almost shy in regards to market share.

I see it a bit differently and would like to discuss this a little further, maybe I’m wrong?

As far as I can see, there are only 4 companies having anything commercially available that we can call neuromorphic.

A) Qualcomm

B) SynSense

C) GeneralVision

D)BrianChip



A) Qualcomm

Is the biggest question mark in my head, because I can’t get my head around exactly what it is that they have implemented? They were developing the Zeroth neuromorphic processor, but stopped the project and focused on a software stack instead. Now suddenly they have some similar abilities to Akida 1.0?

As far as I can see there are the following main scenarios:
1) They reopened the Zeroth project and finished the development of it.
2) They never gave up Zeroth, it was all deception and they just went into dark mode with it.
3) They used their experience with neuromorphic computing to quickly implement Brainchip IP.

So, this is in my view a flip coin that can land on the Qualcomm or Brainchip side.

They are huge in smart phones and could easily dominate edge AI in smartphones.

Besides that I don’t see them trying to sell IP, which means several things:
1) The design is not flexible to the purpose, which can be important in an era with a diversity of intelligent devices (IoT). An ADAS system might need more neuromorphic processing power and Nanose might be better off with a specialized power saving SoC.

2) Their chip has to exist besides what other chips are in the product, as it can’t be integrated. This in turn means bigger foot print, higher energy consumption and possibly slower data communication. They have very potent all-round chips, that can possibly do most of the tasks needed for many applications, but may not fulfill the low power requirements of smart home devices.

3) Competitors to Qualcomm will need to come up with a response, so they would like to integrate AI that is as/more potent and buy IP to integrate it.

B) SynSense

They have DYNAP-CNN that can be configured with up to 1 million neurons.

From what I can glean from it, they are focused on CNN models and doesn’t really support a wide range of neural networks like Akida (I think Akida supports vision transformers, RNN, DNN and SNN).

Also, it seems like they rely on back-propagation, to cite an article published on the SynSense website: “Some people approximate derivatives of spikes in order to use backpropagation (like SynSense) and some use another technique called spike timing dependent plasticity (STDP), which is closer to how biological brains function. STDP, however, is less mature as a technology (BrainChip uses this method for one–shot learning at the edge). There is also the possibility of taking deep learning CNNs (convolutional neural networks), trained by backpropagation in the normal way, and converting them to run in the spiking domain (another technique used by BrainChip).”

https://www.synsense.ai/synsense-cars-that-think-like-you-eetimes/

SyneSense does not seem to have any unsupervised learning capabilities (edge learning) or one-shot-learning like Akida.

SynSense does not seem to sell IP, but develops custom hardware. This probably means less drawbacks than Qualcomm has in this regard, but their developer team is going to be a bottleneck for wide adoption of their technology. Further considering their small size, it will be a drawback for them not to appear in eco systems like the Rensas, Megachips, ARM and Intel ecosystems.

Further SynSense may very well be hit by the US chip sanctions on China (the CHIP 4 act).

I don’t really see them capturing a big market share, but maybe I’m missing parts of the picture?

C) General Vision

In contrast to SynSense and Qualcomm, General Vision are selling IP.

The biggest neuromorphic chip I could find on their webpage has 5500 neurons…..

From my point of view I can only see General Vision capturing some very low cost focused and limited applications, maybe with volume, but not with a lot of revenue.

D) Brainchip

I like this half a year old chart that I think is made by Neuromorphia on this forum. It illustrates that we are already integrating widely and appeal to various use cases.

View attachment 32735

When looking at the pure plays Synsense, General Vision and Brainchip, we’re clearly the talk of the town, here from Google Trends:

View attachment 32736

Conclusion:

It’s hard to put a number on the future potential neuromorphic market share, but I think 10%-20% is underwhelmingly low considering the above. What do you think?

There's also Hailo & GrAI Matter Labs. They sell chips so will be more difficult to scale as you have mentioned.



Akida appears to be unique with learning capabilities & IP business model can be scaled rapidly.

Akida could become the dominant processor similar to ARM due to lack of competitors & superior product.

Intel could advance their Loihi chips & IBM could advance their True North chips in a few years providing more competition along with a few new start ups should their technology prove to be as good or superior to Akida. However, Akida should have a commanding market share by the time the others catch up with their tech.

In the next few years we could probably allow 50% market share for BRN due to limited competition. Will also depend on whether or not the majority of AI applications require Akida's learning feature. There may be many basic AI applications that don't require the learning feature or vice versa.

I am being conservative with 10-20% long term market share & will not be surprised if it's much higher.
 
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Csharmo

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White Horse

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There's also Hailo & GrAI Matter Labs. They sell chips so will be more difficult to scale as you have mentioned.



Akida appears to be unique with learning capabilities & IP business model can be scaled rapidly.

Akida could become the dominant processor similar to ARM due to lack of competitors & superior product.

Intel could advance their Loihi chips & IBM could advance their True North chips in a few years providing more competition along with a few new start ups should their technology prove to be as good or superior to Akida. However, Akida should have a commanding market share by the time the others catch up with their tech.

In the next few years we could probably allow 50% market share for BRN due to limited competition. Will also depend on whether or not the majority of AI applications require Akida's learning feature. There may be many basic AI applications that don't require the learning feature or vice versa.

I am being conservative with 10-20% long term market share & will not be surprised if it's much higher.
Oh, totally forgot GrAI Matter Labs and I'm not entirely updated on it.


Some years ago when I looked into Hailo, it seemed that it wasn't exactly neuromorphic, but it may be competition. I remember something about their chip depending on software that can't run on the chip?
 
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