BRN Discussion Ongoing

[Deleted member 118]

Well the AGM is soon,stand up don’t put up with their spin,stand up demand answers,ask why are they getting performance bonuses,ask why do the timelines keep changing,ask why revenue dream is so far away, Most of all don’t let them fob you off with spin,the bullshit stops now,how many more millions are they gunna waste,do you know what a ecosystem used to be called,a phone ook,people you ring up and talk to,that’s all management do is talk the talk. Time someone stood up at the AGM and said STOP THE BULLSHIT

The downrampers are out in force

 

[Rise from the ashes]

I was just stating what someone wrote about revenue and the company, but I do know I’m onto a real winner here in 5 plus years time no matter how bumpy the journey is.

Mate MAYYYYY....T.
Muhate.
I don't think I can handle anymore of mine or your shit posting for another five years.
I'm really hoping that it kicks off within two years.
Not for any other reason apart from holding this stock for 10 years sounds like a good time omg ..OH MY GOD! just realised you said five plus years
10 sounds better than 13 plus years.
Brings me back to when I purchased brn for the first time. Love reminding myself how stupid and naive I was. I thought back then that around about 3;years after the RTO brn stock would be in the fifty dollar region.
@belkin you must be an absolute gas at parties
Just kidding.
Here's a poll you can vote on for brn and remember every no vote a snowflake melts it's wings.

Post in thread 'Poll regarding being informed.' https://thestockexchange.com.au/threads/poll-regarding-being-informed.151236/post-244263

 

[Rskiff]

Yes the IP was developed before the chip, because of course the chicken comes before the egg ..

But no company is going to buy a recipe, even if they liked the simulated product, without first tasting something made from it.

No AKIDA1000 chips were produced "for sale" so to speak (other than development boards etc).

BrainChip had to outlay the capital, to produce both the Engineering Sample and the Production Chip.

They didn't produce a whole bunch of chips, with the hope of selling them to someone.

It it actually not common, for the first Engineering Sample, of a completely new architecture, to be as good as it was, which is a huge credit, to both Peter Van der Made and Anil Mankar.

@rgupta https://feeds.issuerdirect.com/news-release.html?newsid=8085345333693418
BrainChip Receives Akida Chips from Socionext America
BrainChip Holdings Ltd (ASX: BRN), (OTCQX: BRCHF), a leading provider of ultra-low power high performance artificial intelligence technology, today announced it has received the first batch of Akida™ chips from its manufacturing run from Socionext America (SNA).
The chips were manufactured at Taiwan Semiconductor Manufacturing Company (TSMC) from a production mask set provided in May 2021. This mask set follows the successful production of engineering samples from the Company’s Multi-Project Wafers (MPW), received in August of 2020, and the subsequent delivery of evaluation boards.
SNA supported all assembly and test operations for the Akida devices, including a review of the TSMC Process Control Monitoring (PCM) data, assembly, device electrical testing, and simulation correlation.
These Akida devices will support BrainChip’s Early Access Program (EAP) customers, future customers with whom the Company has engaged using the BrainChip software development environment MetaTF and others which have existing Convolutional Neural Networks (CNNs) and seek performance improvements in terms of power consumption, design flexibility, and true learning at the edge.
“As a company our goal has been to put our chips and IP into the hands of customers and partners so they in turn can transform edge AI for implementations like home automation, industrial IoT, security and cybersecurity, autonomous vehicles, medical devices, and leveraging sensor technology for objects, sound, odor, taste, vibration and more,” said Rob Telson, BrainChip vice president of sales and marketing. “These production units from Socionext and TSMC will be part of pioneering devices that are at the forefront of Beneficial AI, as we approach production shipments of boards and systems in Q4 2021.”
BrainChip brings AI to the edge in a way that existing technologies are not capable. The Akida processor is ultra-low power with high performance supporting the growth of edge AI technology by using a neuromorphic architecture, a type of artificial intelligence that is inspired by the biology of the human brain.
Akida is currently available now to be licensed as IP as well as available for orders for production release in silicon. Its focus is on low power and high-performance enabling sensory processing, for applications in Beneficial AI as well as applications including Smart Healthcare, Smart Cities, Smart Transportation and Smart Home.

 

[Deleted member 1270]

Yes, He too is congratulating TATA for their research work they are doing with assistance from Brainchip.

It is TATA’s post and he re-shared it and is saying good job. Anil commented too.


View attachment 34324





What announcement are you expecting? TATA is doing some research and have some promising results. It was nice of them to share their success.

It is something to celebrate that a company of TATA’s size is looking to use Akida although I still don’t know how you could distill that down into an ASX announcement of value without it being viewed as fluff…. at this stage. When they come up with a product and sign a commercial agreement then we’ll see the announcement, product, revenue and SP rise.

Something nice to look forward to and be happy about!

My point seems to be missed. Giles (BRN employee) is stating we have worked on a project/research piece with Tata. Anil (BRN employee) backs it up.

Yet, we see nothing from the company to confirm that we have an arrangement with Tata.

Everyone is ok with that are they?

It's got nothing to do with it being good or bad news its got to do with the disclosure we see from the company and have gotten used to these past few years.

To press the point home, why do I have to look to Linkedin to see if the company I am invested in is collaborating with another company. Is it too much to expect that the company treats us with some respect and informs us themselves.

So from reading the Tata piece, what are we actually doing with them? Do we have a collaboration agreement, marketing agreement, no agreement or somewhere in between? Material on immaterial!

No need for clarification then?

 

[Deleted member 118]

Mate MAYYYYY....T.
Muhate.
I don't think I can handle anymore of mine or your shit posting for another five years.
I'm really hoping that it kicks off within two years.
Not for any other reason apart from holding this stock for 10 years sounds like a good time omg ..OH MY GOD! just realised you said five plus years
10 sounds better than 13 plus years.
Brings me back to when I purchased brn for the first time. Love reminding myself how stupid and naive I was. I thought back then that around about 3;years after the RTO brn stock would be in the fifty dollar region.
@belkin you must be an absolute gas at parties
Just kidding.
Here's a poll you can vote on for brn and remember every no vote a snowflake melts it's wings.

Post in thread 'Poll regarding being informed.' https://thestockexchange.com.au/threads/poll-regarding-being-informed.151236/post-244263

 

[Deleted member 1270]

Lol how is Akida 1000 a failure when you have the likes of Mercedes Benz using it in the EQXX, Nviso testing it and getting insane fps. Arm/SiFive wanting to be tech partners. Your kidding right..

Please show us where its actually a failure...

It was taped out for partners to test and actually have available over IP.

How about lack of IP license sales for one.

Have I missed something here. Do we have an IP license with Mercedes, Nviso, Arm of Sifive?

Love to be proven wrong.

 

[Deleted member 118]

To all you downrampers from the other side recently. Please make sure you vote here incase you have missed it.

Poll regarding being informed.

Also no time limit on the poll but one can change their vote anytime they wish.

thestockexchange.com.au

 

[Townyj]

How about lack of IP license sales for one.

Have I missed something here. Do we have an IP license with Mercedes, Nviso, Arm of Sifive?

Love to be proven wrong.

Testing... testies 1, 2, 3. They have all come out and said we have legit tech.

So not a failure.. a failure would be tech that does not work.

 

[JDelekto]

My point seems to be missed. Giles (BRN employee) is stating we have worked on a project/research piece with Tata. Anil (BRN employee) backs it up.

Yet, we see nothing from the company to confirm that we have an arrangement with Tata.

Everyone is ok with that are they?

It's got nothing to do with it being good or bad news its got to do with the disclosure we see from the company and have gotten used to these past few years.

To press the point home, why do I have to look to Linkedin to see if the company I am invested in is collaborating with another company. Is it too much to expect that the company treats us with some respect and informs us themselves.

So from reading the Tata piece, what are we actually doing with them? Do we have a collaboration agreement, marketing agreement, no agreement or somewhere in between? Material on immaterial!

No need for clarification then?

Anyone who has purchased one of the technology enablement kits (Raspberry Pi, Shuttle PC, or PCIe card) is provided support by the BrainChip. I and others on this forum have purchased the PCIe device. Any technical support requested from BrainChip using their enablement platforms is technically a collaboration between the developer and the company.

Given that I am not a huge fan of posting on social media platforms like Twitter, Facebook, and LinkedIn, nor am I developing any world-changing product through my use as a hobbyist, I feel there is no need to shout it from the rooftops.

The social media post regarding Tata and BrainChip working together, in my opinion, shows there is interest in BrainChip's technology and that well-known entities are working with it. As far as I know, BrainChip's involvement has been a support role in providing educational materials or technical support in integrating their IP with Tata's solution.

Should the day come that Tata has decided to incorporate BrainChip's IP into their product directly and a contract signed, then I would expect to see a material announcement on the ASX. There is one caveat. If Tata is using BrainChip only as a support entity, and are going through a 3rd party such as MegaChips to develop the hardware for their solution, then I would not expect an announcement on the ASX. Why? Because the material announcement with MegaChips has already been made.

Unless a company going through MegaChips were to announce that their product uses BrainChip's IP, the only way we would know is through the revenue made by royalties paid by MegaChips. Companies incorporating BrainChip's IP may never announce it through their marketing material or social media posts.

I do appreciate the nod that other well-known companies are actually looking at BrainChip's technology and considering it for their use but I have no expectations that there needs to be some material announcement for every mundane interaction between individuals that are posted on social media.

 

[jtardif999]

I was just researching how a start up grows from a start up to a full grown enterprise.
It always starts with an idea and some technological benefits to start with.
So brainchip was started with a vague idea and a few people invested in the idea. When we invest in ideas we always know chances of a failure are more than 90% but it is a success we will get benefitted. And there is 1% chance the company can become an enterprise.
To me brainchip have all those attributes to become an enterprise. It is proving everything what soever it is saying they can do.
Akida 1000 was from a fantasy land and no one was sure at the start. In between company make a few decisions and reevaluate them. The process is slow but still there is no competitor on the horizon which means company have a small luxury in time to deliver.
Right now there is only one company promoting the same thing what we are promoting and i.e. Qualcomm. We will know with time if they use ours or they have their own. But it proves there is a big market for technology like ours.
In the end only time will tell what is coming out but looking at the past and present I am quit assured about better returns on my patient with brn.
Dyor

Vague idea?! that’s laughable PVDM had a revolutionary patent for that vague idea in 2008. People didn’t buy into to this on a vague idea when the share price was low. I personally spent months researching back in 2016. There was very good reason to invest in it then and I think there’s an even bigger reason to invest now. The tech is going to change the industry - that change is taking its time, the whole process of commercialising and being in products is taking longer than anyone thought…, but we still need to be patient. As has already been said the time is near - there will be products in the market this year. AIMO please DYOR

 

[Cardpro]

I don't know what you do for a living but nobody admits to short falls in industry.

But you do have the right to be upset.

Being the studio? Well if you invested then what kind of media coverage and activity did you see out side of BRN about Studio? I was not a share holder so I don't know.

Putting new targets can be tricky on having new contracts. You can forecast current contracts but new ones are really unknown. This will lead to more issues best leave it out. Zacks put revenue to be 11 million for 2023 have a read on that. Is this slow yeah but that's out of our control.

Yeah some stuff was said that may not have been said well it happened and people move on.

In the end this is what needs to be know.

Is our technology great if yes how much money will we make over the next 2 decades.

It was also stated years ago how much new inventions can be made with what Akida can do.

Tbh I don't necessarily think it was management's fault for not meeting their target... it's a new tech and it took more than what they expected...

I work in banking industry, and yes, a lot of times, people don't admit that they failed (or admit that they are at fault) but that never means the other party doesn't know...

Sometimes, admiting and acknowledged that they failed (or they were in the wrong) can be a good opportunity to build trust and move on...

To this date I still don't know why we didn't land any more IP contracts... they were able to land some in 2020 and 2021 why no more? (although people will say, they can contract through MegaChips and Renesas)

I am still a believer and haven't sold any as I believe ne day they will land more IP contracts and more revenue...

 

[TechGirl]

Anyone who has purchased one of the technology enablement kits (Raspberry Pi, Shuttle PC, or PCIe card) is provided support by the BrainChip. I and others on this forum have purchased the PCIe device. Any technical support requested from BrainChip using their enablement platforms is technically a collaboration between the developer and the company.

Given that I am not a huge fan of posting on social media platforms like Twitter, Facebook, and LinkedIn, nor am I developing any world-changing product through my use as a hobbyist, I feel there is no need to shout it from the rooftops.

The social media post regarding Tata and BrainChip working together, in my opinion, shows there is interest in BrainChip's technology and that well-known entities are working with it. As far as I know, BrainChip's involvement has been a support role in providing educational materials or technical support in integrating their IP with Tata's solution.

Should the day come that Tata has decided to incorporate BrainChip's IP into their product directly and a contract signed, then I would expect to see a material announcement on the ASX. There is one caveat. If Tata is using BrainChip only as a support entity, and are going through a 3rd party such as MegaChips to develop the hardware for their solution, then I would not expect an announcement on the ASX. Why? Because the material announcement with MegaChips has already been made.

Unless a company going through MegaChips were to announce that their product uses BrainChip's IP, the only way we would know is through the revenue made by royalties paid by MegaChips. Companies incorporating BrainChip's IP may never announce it through their marketing material or social media posts.

I do appreciate the nod that other well-known companies are actually looking at BrainChip's technology and considering it for their use but I have no expectations that there needs to be some material announcement for every mundane interaction between individuals that are posted on social media.

Completely agree, well said

 

[JDelekto]

How about lack of IP license sales for one.

Have I missed something here. Do we have an IP license with Mercedes, Nviso, Arm of Sifive?

Love to be proven wrong.

It is correct that only two IP license sales were made, specifically for Renesas and MegaChips. We should look at the bigger picture and see how these two licenses will be used.

These two companies will potentially be suppliers to many other companies that can indirectly use BrainChip's technology. It may be more cost-effective and less hassle for smaller companies to go through a solutions provider like MegaChips to implement their solution instead of signing an IP agreement with BrainChip and doing all the accounting themselves.

Mercedes doesn't need to sign an IP license if they acquire their technology components from Renesas. NVISO provides a library with specialized functionality that runs on multiple AI platforms (which now includes Akida). NVISO does not require an IP license. Arm is an embedded processor that can interface with Akida, they don't need to acquire IP licenses unless they choose to embed it and resell it, but they may have other customers that wish to do so. The same with SiFive, providing the open source RISC-V processors in silicon.

Ultimately the companies that will need to sign IP agreements are those integrating the IP into hardware at a lower level and then reselling that hardware containing that IP. Renesas, MegaChips, and any vendors that want to build custom, specialized processors (perhaps using Intel's Foundry Services) will be signing IP agreements.

If you look at things in that context, it will soon become apparent that there does not need to be a large number of IP license agreements to establish a very strong stream of revenue over time.

 

[TechGirl]

How about lack of IP license sales for one.

Have I missed something here. Do we have an IP license with Mercedes, Nviso, Arm of Sifive?

Love to be proven wrong.

No we don’t have an IP license with those companies you mentioned but we do have IP licenses with Renesas and MegaChips

Mercedes, Nviso, Arm and Sifive have all validated our tech

And regarding Tata, who knows for now but when Tata are ready to sign an IP License we will hear about it on the ASX as it will be material in nature

 

[TechGirl]

It is correct that only two IP license sales were made, specifically for Renesas and MegaChips. We should look at the bigger picture and see how these two licenses will be used.

These two companies will potentially be suppliers to many other companies that can indirectly use BrainChip's technology. It may be more cost-effective and less hassle for smaller companies to go through a solutions provider like MegaChips to implement their solution instead of signing an IP agreement with BrainChip and doing all the accounting themselves.

Mercedes doesn't need to sign an IP license if they acquire their technology components from Renesas. NVISO provides a library with specialized functionality that runs on multiple AI platforms (which now includes Akida). NVISO does not require an IP license. Arm is an embedded processor that can interface with Akida, they don't need to acquire IP licenses unless they choose to embed it and resell it, but they may have other customers that wish to do so. The same with SiFive, providing the open source RISC-V processors in silicon.

Ultimately the companies that will need to sign IP agreements are those integrating the IP into hardware at a lower level and then reselling that hardware containing that IP. Renesas, MegaChips, and any vendors that want to build custom, specialized processors (perhaps using Intel's Foundry Services) will be signing IP agreements.

If you look at things in that context, it will soon become apparent that there does not need to be a large number of IP license agreements to establish a very strong stream of revenue over time.

Great explanation

 

[Tothemoon24]

Why is General Motors dropping Apple #CarPlay? The answer lies in the rise of software-defined architectures #SDA now sweeping through the #auto industry. Apple disrupted phones by designing the software-defined #iPhone but then failed to see the same disruption coming in car cockpits. If SDA is the trend, what is the goal?

#OEMs are now developing their own #appstore. At #MWC in March, CARIAD launched an app store for Volkswagen Group using the HARMAN International #Ignite Store. CARIAD has received a lot of criticism in recent years for its #software #strategy but looks to have called the app store trend perfectly.

The freight train now heading towards Apple comprises Harman (a Samsung Electronics company), Qualcomm and Google. Sound familiar? That's because Samsung/Qualcomm/Google vs. Apple is the long running #smartphone battle.

Software will break many #automakers and success will come only to those OEMs that fully embrace #technology suppliers as partners. Apple knows how to dominate, but its failure in #automotive will come from not knowing how to share.

Despite the media hysteria, CarPlay will be as quickly forgotten as Motorola, Nokia and BlackBerry Messenger, as consumers experience new products and move on. The software-defined architecture is the enabler of the "smartphone-ization" of #cockpit #electronics and will require a revolution in the supply chain.

The auto industry is about to see the rise of the Tier-Zero, a total systems integrator defined by technology excellence in a specific domain, and which provides complete solutions to automakers. Magna started this trend with its Complete Vehicle Manufacturing strategy. The tier-zero is a sub-set of it.

There is a future for maybe four to six tier-zero suppliers, which will leave many traditional tier-1s out in the cold. For the cockpit, Harman already looks to be in pole position; for automated driving, the Magna International Veoneer merger looks to be ahead.

Consumer preferences for the look and feel of the interior of a vehicle are highly regionalized, even down to preferences for physical buttons vs. touchscreen controls. However, technology developments necessary to provide the features are global. Hence significant consolidation doesn’t look likely now at the OEM level, but does within the supply chain.

Overall the biggest winners here look to be Qualcomm and Google, with Apple set to fall from the tree. To succeed long term in automotive, Apple will have to learn #humility. Over to you, Tim Cook.

 

[IloveLamp]

Elon Musk to challenge ChatGPT with new AI startup. All you need to know

Musk recently registered a company called X.AI Corp in Nevada

www.livemint.com

 

[Boab]

It is correct that only two IP license sales were made, specifically for Renesas and MegaChips. We should look at the bigger picture and see how these two licenses will be used.

These two companies will potentially be suppliers to many other companies that can indirectly use BrainChip's technology. It may be more cost-effective and less hassle for smaller companies to go through a solutions provider like MegaChips to implement their solution instead of signing an IP agreement with BrainChip and doing all the accounting themselves.

Mercedes doesn't need to sign an IP license if they acquire their technology components from Renesas. NVISO provides a library with specialized functionality that runs on multiple AI platforms (which now includes Akida). NVISO does not require an IP license. Arm is an embedded processor that can interface with Akida, they don't need to acquire IP licenses unless they choose to embed it and resell it, but they may have other customers that wish to do so. The same with SiFive, providing the open source RISC-V processors in silicon.

Ultimately the companies that will need to sign IP agreements are those integrating the IP into hardware at a lower level and then reselling that hardware containing that IP. Renesas, MegaChips, and any vendors that want to build custom, specialized processors (perhaps using Intel's Foundry Services) will be signing IP agreements.

If you look at things in that context, it will soon become apparent that there does not need to be a large number of IP license agreements to establish a very strong stream of revenue over time.

Is it possible to have an IP license under an NDA?

 

[Deleted member 118]

Elon Musk to challenge ChatGPT with new AI startup. All you need to know

Musk recently registered a company called X.AI Corp in Nevada

www.livemint.com

Elon would challenge my granny at a knitting contest if there was money to be made

 

[Home101]

Mercedes not using akida 1000 as part of our IP. We all say loihi 1 and loihi 2 are research chips and no competition to brn so what is means to akida 1000 when company is telling us after 2 years that it was not ment for sale.
I am not considering the company is a failure but from the point of view reflected to share holders it is a failure as company cannot sell enough chips and the money paid to tsmc may not be fully utilized at all.

What is there not to understand when the company says they are focused on IP sales and not chip sales. AKDA 1000 CHIPS WERE NOT MEANT FOR SALES (ONLY IP WAS). If you think the company is a failure, the solution is easy - just sell ur stock and don’t waste your time here.