BRN Discussion Ongoing

[VictorG]

I’ve come to the same conclusion. Who has the most to gain on HC forum with increased posting and views. At best forum owners TMH are culpable bystanders and at worst are intentionally interfering and manipulating to drive up views which in turn benefits them when selling ads and valuing company.

When BRN has its share price breakout, I'll be shorting the he'll out of TMH.

 

[Fact Finder]

Not sure I understand the question, but Akida IP incorporated into silicon on its own will not work. It needs to be connected to a processor (MCU, CPU, ...) to configure the NN and to load the weights. The Akida IP does not include a CPU/MCU ...

Akida IP:
View attachment 32835

Only the Akida neuron Fabric and the conversion complex and apparently the DMA I/F are covered by the Akida IP licence.

Akida 1 with ARM Cortex "processor Complex.
View attachment 32836

This is the case for AKIDA 1st generation but seems not so for AKIDA 2nd generation or am I wrong:

• Complex Networks

Add more intelligence to manage complex networks directly in hardware. Akida extends it’s ability to process multiple layers of the network simultaneously with the support for long range skip connections. This allows more complex networks like RESNET-50 to be processed directly by Akida without CPU intervention. This makes the execution faster. The support for 8-bit weights and activations to go with the existing 4,2,1 bit support helps add broader coverage”

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Techinvestor17]

Not sure I understand the question, but Akida IP incorporated into silicon on its own will not work. It needs to be connected to a processor (MCU, CPU, ...) to configure the NN and to load the weights. The Akida IP does not include a CPU/MCU ...

Akida IP:
View attachment 32835

Only the Akida neuron Fabric and the conversion complex and apparently the DMA I/F are covered by the Akida IP licence.

Akida 1 with ARM Cortex "processor Complex.
View attachment 32836

Hi, thanks. So the AKIDA IP with a CPU will be able to run a SNN model as power efficiently as having the SNN module run on the PCIE card?

 

[Vladsblood]

Warning: Brainchip shares are being highly manipulated! Retail selling, institutional buying. Do your research or get shaken out. This is a once in a life time opportunity for generational wealth. This is my time, if only I had money to buy more at these prices.

Just stand back and reflect on what is happening right now.

- No debt
- Money in the bank for 2+ years
- Multiple partnerships with tier 1 and Fortune 500 companies
- Partnerships intending to produce product with Akida technology with their customers.
- Brainchip has delivered on every promise from R&D, testing, commercialisation strategies and partnerships.
- we have two known sales Renasas and Megachips
- Renasas releasing chip this year, and that means revenue and royalties
- still engaged with all previously mentioned NDAs at various stages in their design cycle (100+ nds )
- we have about 12 EAP that have had access to Akida for roughly 2 years
- brainchip has released Akida 2.0 based on customers requests (if satisfied I’m expecting IP deals)
- we are going to space January 2024
- Company keeps expanding with world class leadership and employees
- we are building rock solid foundations and are now ready to build up!
- new information comes to light almost every day about the use of Akida etc.
- yet price is pushed lower and lower every day. SOMETHING DOESNT ADD UP!

Time to buy and hold.
Not financiall advice. Take it or leave it.

The ONLY THING i can think of in this position is, Brainchip are staying well under the ASX Board's radar by staying quiet "Not making any fluff" because, we are Closer than some think to a Full Nasdaq Listing....Only our Management know the full reasoning so i'll go with their silence "Sometimes...Silence is Golden!$$$", into our Future Together. Vlad.

 

[TECH]

Hi TI17,

The Akida IP licence gives the licensee the right to use the silicon circuit layout in incorporating Akida into a chip design. While Akida is capable of performing inference/classification without participation of a processor, a processor is necessary to configure the NPU/Node connexions (the layers of the NN) and load model libraries/weights. However, an Akida IP licence is a 'bring-your-own" processor. So if the licensee chooses to match Akida with an ARM processor, they will need another licence for the ARM processor.

A software version of Akida is provided with MetaTF so a prospective customer can run a simulation of Akida in software.

Nicely and precisely explained, your post will certainly help shareholders understanding improve.

Great stuff.

Tech

 

[DingoBorat]

Hi appreciate the response. Can you please confirm for me then that’s there is nothing preventing someone from receiving the full capabilities of AKIDA by only licensing the IP?

I think you might be confusing the "value" of a company purchasing the IP, as opposed to the chip..

The IP is not a "soft" version of the chip, it's what "makes" the chip.

The net revenue to us, would be pretty much the same, whether they purchase a chip from us, or pay IP royalties per chip.

The customer pays more for the chips, but we're outlaying the money, to produce the chips..

Selling the IP, our costs are just employee and IP development related.

Don't underestimate the value of an above 90% margin business plan.

Sorry in advance, if I misunderstood your concerns.

 

[robsmark]

The ONLY THING i can think of in this position is, Brainchip are staying well under the ASX Board's radar by staying quiet "Not making any fluff" because, we are Closer than some think to a Full Nasdaq Listing....Only our Management know the full reasoning so i'll go with their silence "Sometimes...Silence is Golden!$$$", into our Future Together. Vlad.

We wouldn’t even be eligible for a Nasdaq listing, and we’d get eaten alive on there too. I have spoken to Tony about this last year and he said that he believes that there is more value to extract from the ASX before considering listing on the NAS. I stand by this conversation.

The company only has itself to blame for this declining SP by locking themselves into NDAs that prevent the release of (alleged) testing, openly stating that the SP will do what the SP will do, and not meeting revenue expectations or signing more contracts.

Until these items are actioned I expect more pain. Honestly they need to wake up.

 

[Diogenese]

This is the case for AKIDA 1st generation but seems not so for AKIDA 2nd generation or am I wrong:

• Complex Networks

Add more intelligence to manage complex networks directly in hardware. Akida extends it’s ability to process multiple layers of the network simultaneously with the support for long range skip connections. This allows more complex networks like RESNET-50 to be processed directly by Akida without CPU intervention. This makes the execution faster. The support for 8-bit weights and activations to go with the existing 4,2,1 bit support helps add broader coverage”

My opinion only DYOR
FF

AKIDA BALLISTA

Hi FF,

I haven't seen the circuit details for Akida 2, but I think it would almost certainly need to cooperate with a third party processor for configuration and weights. It may also need the processor to be programmed to be involved in some of the fancy new features.

Hence the M85 validation - it's a 2-way street. Akida 2 can do the heavy lifting (classification/inference ...), but it needs to be configured under the control of the processor, and may also need the processor to participate in ViT/TENN.

I do recall that for some feature (CNN2SNN?) there is a small % o (~3% ?) of processor work involved in the processing of Akida 1.

As I said previously, I can't wait for the book patent to be published.

Edit: As I was about to say before I was rudely interrupted by an internet drop-out, Akida 2 does not need a CPU for skip connections (but it needs to be configured before doing them!?):

The Akida neural processor has the ability to handle multiple layers simultaneously which is an important feature. It now adds support for short or long-range skip connections in the neural mesh or in the local scratchpad. Skip connections reduce degradation (ResNet) or future usability (DenseNet) of the network and are usually handled by the host CPU, and are now handled directly by the Akida neural processor substantially reducing latency and complexity. So networks like ResNet50 are now completely handled in the neural processor without CPU intervention.

Some excitement to look forward to:
TENNs is a BrainChip invention.

TENN https://brainchip.com/akida2-0/

Temporal Event-based Neural Networks (TENNs) are lightweight, energy-efficient neural networks developed by Brainchip that excel at processing temporal data. TENNs offer state-of-the-art performance using significantly fewer parameters and address the low-power requirements of Edge based devices that need to support larger workloads.

So obviously, no one else has a rank-coded digital SNN capable of implementing TENNs the way that Akida does with much less memory.

 

[DingoBorat]

We wouldn’t even be eligible for a Nasdaq listing, and we’d get eaten alive on there too. I have spoken to Tony about this last year and he said that he believes that there is more value to extract from the ASX before considering listing on the NAS. I stand by this conversation.

The company only has itself to blame for this declining SP by locking themselves into NDAs that prevent the release of (alleged) testing, openly stating that the SP will do what the SP will do, and not meeting revenue expectations or signing more contracts.

Until these items are actioned I expect more pain. Honestly they need to wake up.

Consider this..

Is shareholder value the same as stock price?

Shareholder value is the financial value investors receive from owning shares of a company's stock. Increasing shareholder value over the long term typically leads to a higher stock price and potentially higher dividends.

It's true the Company is not concerned with the day to day share price, but it is concerned with creating shareholder value.

Things are well set in motion to create that and it will be reflected in the share price.

Damaging customer relationships and or excluding those that insist on NDAs, does not create shareholder value.

Those upset about the current machinations of the "share price" which have absolutely nothing to do with the health of the Company, should just not look, sell out if it's causing you too much stress, or grow a set.

 

[Pappagallo]

Warning: Brainchip shares are being highly manipulated! Retail selling, institutional buying. Do your research or get shaken out. This is a once in a life time opportunity for generational wealth. This is my time, if only I had money to buy more at these prices.

Just stand back and reflect on what is happening right now.

- No debt
- Money in the bank for 2+ years
- Multiple partnerships with tier 1 and Fortune 500 companies
- Partnerships intending to produce product with Akida technology with their customers.
- Brainchip has delivered on every promise from R&D, testing, commercialisation strategies and partnerships.
- we have two known sales Renasas and Megachips
- Renasas releasing chip this year, and that means revenue and royalties
- still engaged with all previously mentioned NDAs at various stages in their design cycle (100+ nds )
- we have about 12 EAP that have had access to Akida for roughly 2 years
- brainchip has released Akida 2.0 based on customers requests (if satisfied I’m expecting IP deals)
- we are going to space January 2024
- Company keeps expanding with world class leadership and employees
- we are building rock solid foundations and are now ready to build up!
- new information comes to light almost every day about the use of Akida etc.
- yet price is pushed lower and lower every day. SOMETHING DOESNT ADD UP!

Time to buy and hold.
Not financiall advice. Take it or leave it.

Yeah she’ll be right.

Last time we were at these prices was before the MegaChips licence announcement. Seems outrageous when you think about both the known and potential value of that agreement alone plus everything that has come to light since (Mercedes, ARM, Intel, SiFive, Prophesee, Edge Impulse, NVISO, Akida 2 point oh stop please my thumbs hurt).

It’s complete nonsense and will be proven to be so in time IMO.

 

[TECH]

Correct me if I am wrong here, but aren't BIOTOME'S testing results due to be made public in the next 4-8 weeks ?

I have pretty much given up on Nanose Medical, I think Professor Hossam Haick just researches and researches and nothing
ever gets to the commercial table, I would also be soooo pleased to be wrong.

We will excel in the Smart Health sector, I'm convinced, but with other service providers.

Tony Dawe presents tonight in Perth on behalf of us to a full house, including two other companies working with AI, but as far as
we are all concerned, nothing new will be shared, because our company doesn't operate on those terms.

If any locals are attending, well then, spell the beans if Qualcomm gets a mention !

Tech

 

[DingoBorat]

“Will” is not guaranteed though is it?

You’re just being hopeful.

The SP absolutely is inclusive of Shareholder Value - as is reputation, which is currently shit amongst general (outside of here) shareholders - evident by the selling.

I don’t need nor want to sell at the minute and my ball are just fine thanks. If you want to continuously post optimism, dots, and wishful thinking - don’t be surprised to hear the counter argument.

There is a big difference, between hope and confidence.

There's no real point debating with someone of your mindset.

And while I'd personally like to guarantee the "will" part, I'm not sure what that would open myself up to ...

I'll let you wallow in your pit of negativity, I think you like it..

 

[Fact Finder]

I stopped saying over and over have a plan because I thought I was sounding pompous.

Therefore I am calling it a refresher as opposed to a reminder.

In the share market having a plan is about knowing what you will do in times of emotional stress or overload when your ability to think calmly and make a decision that is best for your personal circumstances are not optimal.

The share price going up or down unexpectedly can create this stress and emotional overload.

If you are feeling overloaded at the moment by the share price, do not know what to do and are not comforted by the company and associated companies providing positive confirmation of the technology and market opportunities that are open to Brainchip you really need to take a step back and reassess your plan so as to take account of how a falling share price is to be dealt with now and in the future.

Having a share price that always goes up is not a right and profits made by retail shareholders are hard won.

Lots and lots of retail investors loose money in the markets buying too high or selling too early.

All you ever have going for you is your own research and your plan.

It is never too late to do both and take control of your personal situation.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Space Cadet]

@cosors

I have learnt through experience that no one can know all things or be expert at everything. Everyone can contribute in their field of expertise. Everyone is unique through learning, life, experience, interests etc. That’s why we have different people for different roles in the business, e.g. an accountant re finances, a lawyer re patents, an engineer to build things etc.

If you have a particular skill set and knowledge (which you do as an engineer in the automotive industry) then you are well placed to address this issue, identify problems and possible solutions. Often people thinks everyone knows what they know; however the reality is that everyone is in their own individual silo or bubble and what is in their bubble is completely different to someone else’s bubble or circle of knowledge or ideas.

I have worked in large organisations and quite often the people at the top are too far removed from the workers in the field; there is a disconnect and it creates problems. The workers grumble because management don’t fix their problems and management grumble because they aren’t seeing continuously improved results on KPI’s. Often unfortunately because of the disconnect the source of the problems aren’t addressed so the issues continue. Sometimes this is caused due to a hierarchal system within the workplace where rank/position reduces the ability to communicate freely. This can be solved by having a more open communication style where you don’t have to speak with 3 levels of bureaucracy to get the right person to listen work through the problem together.

A good company such as Brainchip should have the agility to be able to address issues quickly and without regard to personality. What I mean by that is it doesn’t matter whose idea wins: just use the best solution. Government is generally awful at this for a variety of reasons.

From my understanding of Brainchip’s management culture I think that if an opportunity presents itself, and they have the resources to do what you suggest then they would jump at the chance to influence a political situation by presenting a long lasting viable solution which benefits the environment and Brainchip.

The issue I think @Fact Finder was raising is what I “think” was a problem with Nanose is that the sensor could detect the disease with appropriate accuracy however once you have used it, how is it cleaned so there is no contamination issues for the next test. Otherwise once you get one positive every test after that could be tainted and positive which renders it useless. This could be the same issue with the fuel sensor you are suggesting. It is not my field so I have no idea on how to fix that issue. Hopefully someone else has that covered!


So the short version is: if you have a good idea then raise it. There is nothing lost in doing so.

Cheers

This is mote a guess than expertise but I'll have a crack. Nordic Semi do environmental sensors. They work closely in partnership with Edge Impulse and Brainchip have the secret sauce.
That partnership may come up with a solution IMO.

SC

 

[robsmark]

There's no real point debating with someone of your mindset.

And while I'd personally like to guarantee the "will" part, I'm not sure what that would open myself up to ...

I'll let you wallow in your pit of negativity, I think you like it..

“A person of your mindset” - the word is rational. Seeing things as they currently are on a financial level.

 

[JoMo68]

“Will” is not guaranteed though is it?

You’re just being hopeful.

The SP absolutely is inclusive of Shareholder Value - as is reputation, which is currently shit amongst general (outside of here) shareholders - evident by the selling.

I don’t need nor want to sell at the minute and my ball are just fine thanks. If you want to continuously post optimism, dots, and wishful thinking - don’t be surprised to hear the counter argument.

Robsmark, EVERY time the share price goes down you have a negative rant on here about the company and it’s lack of concern about shareholders. I completely agree with Dingoborat - they are focussed on building a successful company. The day to day machinations of the share price do not reflect the massive progress we have made over the last year. PLEASE rant on the share price thread - NOT here.

 

[Papacass]

Consider this..

Is shareholder value the same as stock price?

Shareholder value is the financial value investors receive from owning shares of a company's stock. Increasing shareholder value over the long term typically leads to a higher stock price and potentially higher dividends.

It's true the Company is not concerned with the day to day share price, but it is concerned with creating shareholder value.

Things are well set in motion to create that and it will be reflected in the share price.

Damaging customer relationships and or excluding those that insist on NDAs, does not create shareholder value.

Those upset about the current machinations of the "share price" which have absolutely nothing to with the health of the Company, should just not look, sell out if it's causing you too much stress, or grow a set.

Great post.

 

[Fact Finder]

“Will” is not guaranteed though is it?

You’re just being hopeful.

The SP absolutely is inclusive of Shareholder Value - as is reputation, which is currently shit amongst general (outside of here) shareholders - evident by the selling.

I don’t need nor want to sell at the minute and my ball are just fine thanks. If you want to continuously post optimism, dots, and wishful thinking - don’t be surprised to hear the counter argument.

In view of your claim that the company’s “reputation …is currently shit amongst general (outside of here) shareholders…” I thought I would see if the facts supported your assertion.

Today a little over 18 million shares traded. So 9 million were sold and 9 million were bought.

18 million is not quite one percent of shares on issue. So half is less than half a percent of shares on issue.

It is clear that some trades will be traders, some will be shorts manipulating the buy and sell and some will be retail shareholders selling for a range of reasons some of whom were selling in panic.

Such a tiny percentage as this does not justify your statement in fact it indicates nothing whatsoever given global affairs, interest rate rises and fears around banks.

Indeed if this tiny percentage of retail sellers supports your assertion the fact that 9 million shares were bought indicates a greater confidence in the company than would be the case if your proposition that the selling is evidence of your assertion.

If you want to lament the manipulation and falling share price fair enough but making up things that are clearly unsupported by the facts does not assist anyone least of all those who might be overloaded and worried by their personal situation.

Wild unsupported claims assist no one.

My opinion only DYOR
FF

AKIDA BALLISTA