BRN Discussion Ongoing

[Stable Genius]

Tata consulting is much bigger than I ever thought!!!
TCS is enormous
Love the stat that only 5% of revenue actually comes from India!

I agree @Andy38

They’re a sleeping giant. And in reality they’re actually not sleeping but have recognised the value of SNN and working very hard to understand the technology.

If Tata chooses Brainchip to implement in their tech the implications should be enormous,

I am concerned they are trying to build their own version as they’ve been playing with ours for a while now; but I’m hoping our patents and owning the JAST rules prevent that!

Having working silicon and IP for Akida 1000, then AKD1500 and the next 3 x Gen 2 models in production gives us first mover advantage for adoption.

I will be thrilled to read when TATA sign an IP agreement as they will be massive!

Have a read of TATA’s views on SNN.

Spiking neural networks

www.tcs.com

 

[Deadpool]

Tech Alert: BrainChip Discusses Embracing Disruptive Innovations with Technology Leader Geoffrey Moore on the Latest ‘This is Our Mission’ Podcast​

​

Tech Alert: BrainChip Discusses Embracing Disruptive Innovations with Technology Leader Geoffrey Moore on the Latest ‘This is Our Mission’ Podcast

LAGUNA HILLS, Calif., April 30, 2023--Tech Alert: BrainChip Discusses Embracing Disruptive Innovations with Technology Leader Geoffrey Moore on the Latest ‘This is Our Mission’ Podcast

finance.yahoo.com

​

​

 

[Deleted member 118]

What's this all about @alwaysgreen? sending personal messages to fellow forum members.
You're the epitome of the word troll.
Did I spell that right?


View attachment 35395

This needs to be kept from the forum that’s what pm is used for, any issues you should take it up with @zeeb0t

 

[FlipDollar]

What's this all about @alwaysgreen? sending personal messages to fellow forum members.
You're the epitome of the word troll.
Did I spell that right?


View attachment 35395

[IMG alt="Will Ferrell Chill GIF"]https://media3.giphy.com/media/Ct2fBe0rc69nq/200.gif[/IMG]

 

[Dijon101]

Use the new Edge Impulse Python SDK with Amazon Web Services (AWS) SageMaker Studio to train a custom image classification model via transfer learning. | Edge Impulse (a Qualcomm company)

Use the new Edge Impulse Python SDK with Amazon Web Services (AWS) SageMaker Studio to train a custom image classification model via transfer learning.

www.linkedin.com

"to train a custom image classification model via transfer learning"

It talks of machine learning for "edge" devices.


Is this the deployment of our technology "under the hood" so to speak, of our technology?

 

[Zedjack33]

Neuroboxt anyone?​

Spikes, 0’s and 1’s

​

Neurobotx is retrofuturistic, and so is neuromorphic computing. Also, we are techno-optimistic nostalgics and we like techno. The main advantage of neuromorphic computing stands in it's ANALOG, as opposed to digital nature. That's what generates the huge energy savings and the increase in speed. Computers were meant to be analog and neuromorphic since their very inception. So the retrofuturistic theme of neurobotx is about revisiting the most fundamental principles in computing, and bringing them back into the mainstream again: analog computing, energy efficiency, and going beyond the classical logic of 0s and 1s and get gradients instead, just like neurons when they spike. We are driven and inspired by Isaac Asimov's sci fi novels, flying cars, androids, robots and the 80s techno-optimism​

 

[wilzy123]

All I can now say is SP = 40.5c pathetic.

The great news however, is that there is a whole thread dedicated to high quality commentary like this. Probably best to post this over there instead.

Share price movement of Brainchip, discussion, The Good The good and the good only.

Discuss price movement here.🥁

thestockexchange.com.au

 

[FrederikSchack]

What's this all about @alwaysgreen? sending personal messages to fellow forum members.
You're the epitome of the word troll.
Did I spell that right?


View attachment 35395

Just put him on ignore, much easier.

 

[FabricatedLunacy]

This is just my opinion (which is usually pretty rainbows and unicorns and everyone should get along and hug it out).

This is a highly emotional time for everyone (or many, I should not generalise). From where I stand with an avg of 0.91, this current price sucks and the revenue from recent 4C does not help. My emotional reaction was one of "wtf" and many other unhelpful things.... My analytical side as a Project Manger (yes this does co-exists, next to uncicorns and utopian fantasies of everyone getting along) says nothing really changed.

However, attacking one another and name calling does not help in any way shape or form! It just brings this great community down and devalues the many hours and days that the top minds in here contribute with their knowledge and insights. Yes I, fully get not everyone will get along, but there is a difference between disagreeing and actively going out of your way to insult one another. I for one, don't like that part of this forum (or social media in general).

I also agree 40k is laughable and I would love to see a clearer path or strategy from management. But, I know that the team assembled at BRN are some of the brightest, many of whom have left big companies and been added to our ranks despite a sinking SP and very little revenue. Clearly they have seen behind the curtain and know what is comming. Just like Mercedes, Renesas, Tata, Megachips, ARM, Intel etc, those individuals would have done their due diligence and would likley not be associated with something that wont work or get off the ground and be succesful.

These are stressfull times, so first of all look after yourself!

And that folks, is it, happy Monday

 

[Foxdog]

Yeah you really shouldn't be posting BRN share price on BRN discussion thread.

Fair enough but that wasn't really my point anyway.

 

[Diogenese]

I agree @Andy38

They’re a sleeping giant. And in reality they’re actually not sleeping but have recognised the value of SNN and working very hard to understand the technology.

If Tata chooses Brainchip to implement in their tech the implications should be enormous,

I am concerned they are trying to build their own version as they’ve been playing with ours for a while now; but I’m hoping our patents and owning the JAST rules prevent that!

Having working silicon and IP for Akida 1000, then AKD1500 and the next 3 x Gen 2 models in production gives us first mover advantage for adoption.

I will be thrilled to read when TATA sign an IP agreement as they will be massive!

Have a read of TATA’s views on SNN.

Spiking neural networks

www.tcs.com

Some of our patents are not filed in India, but, as someone pointed out, only 5% of Tata's income is derived from the Indian market.

 

[FrederikSchack]

Neuroboxt anyone?​

Spikes, 0’s and 1’s

​

Neurobotx is retrofuturistic, and so is neuromorphic computing. Also, we are techno-optimistic nostalgics and we like techno. The main advantage of neuromorphic computing stands in it's ANALOG, as opposed to digital nature. That's what generates the huge energy savings and the increase in speed. Computers were meant to be analog and neuromorphic since their very inception. So the retrofuturistic theme of neurobotx is about revisiting the most fundamental principles in computing, and bringing them back into the mainstream again: analog computing, energy efficiency, and going beyond the classical logic of 0s and 1s and get gradients instead, just like neurons when they spike. We are driven and inspired by Isaac Asimov's sci fi novels, flying cars, androids, robots and the 80s techno-optimism​

Theory is interesting, but I understand that analog doesn't scale as well as digital, so you can't go to very advanced process nodes with analog.

Further I imagine that it's harder to reproduce the exact states of an analog neural net?

----
Addition
Analog will probably be harder to integrate with other IP like the ARM M85, which is one of Brainchips core stenghts in a market with a diversity of edge solutions.

 

[Sirod69]

Hmmmm I'm here because I like to keep myself informed and like to see a little humor when I get up in the morning, I have no idea who you all already know from Hotcapper or something. It's a pity again, it's 2 a.m. for me and I'm going to sleep now. Who should I ignore and who says what here!!! Hello what happened to our forum? And if you are reading to the end now, please tell me a sensible page where I can follow the Australian course. Thank you!

 

[Frank Zappa]

My understanding from a email reply Tony Dawe sent to me nearly two weeks is he stated the following

All our directors will be in attendance at the AGM. Also attending will be CEO Sean Hehir, CFO Ken Scarince and myself

Based on current BRN directors as per BRN website then Peter should be there plus others as per attached

I hear on good authority that you maybe attending the meeting

 

[buena suerte :-)]

Was just in a boring data gathering mood, so just sharing a break down of the changes of the top 20 between the Feb and April (rounded numbers and short notes).

1. Citi up 3 million shares
2. PVDM (founder) - same
3. HSBC 1. Large sell off - 92 - 78 million (14 million)
4. Merril - up 1 million
5. BNP - up 5 million
6. JP Morgan - down 4 million
7. BNP - down 1 million
8. LDA - down 17 million
9. HSBC 2. Same
10. National Nom - same.
11. Paul (retail) - down 1.8 million
12. BNP up 500k
13. Coss - same.
14. Osserian Fam - up 1 million shares (this is interesting).
15. HSBC 3. GONE from the list. How much did they sell? Could up 1 million or over.
16. Lou Di Nardo (former CEO) - same.
17. Jeff (retail) - same.
18. Certane - up 400k
19. Dave (retail) - same.
20. Superhero (new comer).

My little take-aways:
> 3 out of 4 Institutions in the top 5 added to their holdings.
> HSBC 1. had nearly a larger sell off than LDA with 14 million shares down. Together they sold 31 million shares.
> Retail are down overall.
> Out of 14 institutions on the list, 6 added, 3 didn't change their holdings and 5 sold down.
> Total top holdings was 768 million shares in April compared to 792 million in Feb. So overall the top 20 have sold 24 million worth which is less than the LDA and HSBC sell off. Last year in October 777 million was the top 20, and in Jan early last year it was 750 million. Late 2021 was 650 million.
In recent history, this is the first time that the top 20 have not added to their overall amount of shares compared to us lowerlings (apart from Paul, Jeff or Dave if you hang out here).

Anyway, just sharing. Any other insights I might have missed?
Cheers all, to a good week ahead because I am sure we have reached rock bottom (but who really knows eh?)

Great run down @GazDix ...... Thanks for your efforts ....

 

[Mccabe84]

Looks like the institution’s are still buying?

 

[TECH]

Standby, things are certainly going to get interesting over the next 12 months, I find it rather intriguing all this recent chatter
again about takeovers, so speculative, but I know nothing.

This link may get some of you off enjoy....best wishes...Tech

SoftBank's Arm registers for blockbuster U.S. IPO

The IPO registration shows that SoftBank is pressing ahead with the blockbuster offering despite adverse market conditions.

www.cnbc.com

 

[supersonic001]

BrainChip Discusses Embracing Disruptive Innovations with Technology Leader Geoffrey Moore on the Latest ‘This is Our Mission’ Podcast | BrainChip

BrainChip Discusses Embracing Disruptive Innovations with Technology Leader Geoffrey Moore on the Latest ‘This is Our Mission’ Podcast- https://lnkd.in/g9ftdyq8

www.linkedin.com

 

[SERA2g]

As expected my response to you has been moderated. The original post was ambiguous, however I graciously admitted my error. Funny how you and the protected 20 or so who support you are able to get away with accusing other posters here but you instantly moderate those who have an opposing view. All I can now say is SP = 40.5c pathetic.

I didn’t see your first response, nor did I report it.

Report my post I’m sure it’ll be taken down, if not I guess you’re the only one that has an issue with it.

 

[Foxdog]

I didn’t see your first response, nor did I report it.

Report my post I’m sure it’ll be taken down, if not I guess you’re the only one that has an issue with it.

Nah, all good mate. Even if I don't agree with you doesn't mean I'll report your posts. I actually like to see different views here, find it educational, which I guess is what this little community is all about. I know we all want the same result in the end