BRN Discussion Ongoing

[buena suerte :-)]

View attachment 35420
Just a little Birthday greeting from Bali! I wish everyone of us LT share holders and anyone that has recently bought brainchip shares based on a long term view the best of success in the coming year or two!

I have no doubt that we will see an exponential growth curve in AI, edge AI, and Neuromorphic computing in the coming 5 years. The way I see things Going, brainchip will be a critical component to see AI move forward particularly at the edge disconnected from the cloud, but also in more complex workloads in the future. As Brainchip has said many times, partnerships is the key to success, and no one can win on their own in this environment, but I truely believe we are a part of something great that we just can’t quite see clearly in the public eye or on Q yet.

This is frustrating, but I think we are experiencing a delay from so called headwinds and it is nothing but a small bump in the road in the grand scheme of things. Keep perspective like an eagle

Better days are coming. Cheers

Love from TheFunkMachine in Bali! Cheers

Happy Birthday TFM... and chillax ..... My wife and I will be there in 4 weeks .... ... cheers

 

[Moonshot]

Think Sean is trying to say we are in the chasm in the next podcast

Coping with the Chasm

By Geoffrey Moore Author – The Infinite Staircase: What the Universe Tells Us About Life, Ethics, and Mortality I’ve been talking about crossing the chasm incessantly for over thirty years, and I’m not likely to stop, but it does beg the question, how should you operate when you are in the chasm? Wh

www.linkedin.com

 

[Deleted member 118]

I noticed Tata was brought up today and stumbled across this which might be interesting

Tutorials – 2023 IEEE International Conference on Acoustics, Speech and Signal Processing

2023.ieeeicassp.org

Tutorials – 2023 IEEE International Conference on Acoustics, Speech and Signal Processing

2023.ieeeicassp.org

Presenters

Manan Suri (IIT Delhi), Sounak Dey (Tata Consultancy Services Ltd.), Arun M. George (TCS Research & Innovation)

1. Application & Implementation:

Third and final part of the tutorial will provide a detailed landscape of the applications that have been developed and tested so far using SNN and NC, including our own experiences. Aspects such as spike encoding techniques, conversion of ANNs to SNNs, FPGAs will be discussed.

 

[Fullmoonfever]

Think Sean is trying to say we are in the chasm in the next podcast

Coping with the Chasm

By Geoffrey Moore Author – The Infinite Staircase: What the Universe Tells Us About Life, Ethics, and Mortality I’ve been talking about crossing the chasm incessantly for over thirty years, and I’m not likely to stop, but it does beg the question, how should you operate when you are in the chasm? Wh

www.linkedin.com

Takes me back to this infographic I posted early March.

Will notice the chasm bottom left.

BRN Discussion Ongoing

Well let's hope BrainChip can improve our interoperability with Edge Impulse. Thanks Dio, I learnt a new word today. 😁 Edit: Joke is on me Dio, learnt two new words today. Deplorable and Interoperability 😅😅😅 Thanks SG. Learning 🏖

thestockexchange.com.au

 

[Tothemoon24]

How Artificial Intelligence Is Driving Changes in Radiology

The umbrella term artificial intelligence (AI) encompasses the subfields of machine learning. With the advent of AI came the emergence of radiomics, where digital images that are normally interpreted by radiologists in a qualitative way are transformed into quantitative data.

www.insideprecisionmedicine.com

I wasn’t aware of Google health , below is an interesting part read of the above link .



Google Health began exploring the radiology space toward the end of 2017, and have since used their expertise in AI, particularly in computer vision, to develop tools with wide-ranging applications, including image interpretation. “The first work that we did was in lung cancer screening. But after that, we started moving on to other modalities such breast cancer applications, chest X-ray, and more recently, we’ve had some pretty exciting work that we published in the use of ultrasounds for maternal care,” says Shravya Shetty, engineering director at Google Health AI Research.

She stresses, however, that Google Health’s goal is “not to go after the entire radiology space.” They instead are looking for areas with an obvious unmet need where they can make a significant difference, she says.

The ultrasound project is one such example. The Google Health team developed two deep-learning neural network models to predict gestational age and fetal malpresentation (non-cephalic vs cephalic) from ultrasound videos captured using a “blind sweep” method.3The benefits of this method are that it can be applied in low-resource settings by healthcare workers who have had just 8 hours of training and no prior experience with ultrasound.

The system consists of a low-cost, battery-powered ultrasound device and an Android smartphone that can operate without internet connectivity or other infrastructure. Its accuracy was non-inferior to existing clinical standards and the approach “has the potential to improve access to ultrasound in low-resource settings,” write the study authors in Communications Medicine.3

Shetty notes that the Google Health team “is primarily an impact-driven research team,” and to get their solutions on to the market they are developing partnerships with companies already established in the field. They recently announced that they have licensed their mammography AI research model to medical technology provider iCAD and their model for lung nodule malignancy prediction on CT imaging to aidence.

 

[The Pope]

I hear on good authority that you maybe attending the meeting

Yes, I will be attending with a number of my disciples.

 

[Stable Genius]

3rd session

 

[AusEire]

3rd session

Nice find mate! Will make good listening on the bus to and from work tomorrow!

I'm going to post this in the Podcasts and Interviews thread so it doesn't get buried

 

[TECH]

The big lull....didn't you read my recent post ?

We sell IP... that's our main objective......we assist other companies who may choose to buy an IP License off us at a point in time that suits them, we simply can't control the timing of that, but as Sean has already stated, ONCE YOU'RE IN, YOU'RE IN, FOR GENERATIONS !!!!!

We will sign IP deals, if not we will fail long term, I know it, and so do you...our company has chosen the current path, we must go for it, how ?
by bending over backwards and accommodating our EAP's in any fashion we can, be that engineering assistance, design assistance or just pure
overall support of the Akida technology, many companies I would assume are happy using their own brilliant engineers in-house and only
approaching Brainchip staff if they hit a wall, which will happen at some point.

On another subject, will a takeover have been considered by our senior staff and co-founders, my opinion currently is, forget it.
It would currently fall under the class of, hostile, and unless I hear otherwise, I certainly don't believe our original founder Peter, is ready to call it quits just yet.

So much more to be achieved, the dream is still alive under the banner of Brainchip Holdings Ltd.

My opinion, not anybody within the company, thanks.

Tech x

 

[McHale]

September 2022 quarter…..

In the coming quarter, the Company will focus on key sales targets and converting technical evaluations into paid licenses. In addition, the Company is accelerating development of next-generation Akida IP and products to extend our technological lead and market opportunity!

December 2022 quarter……

In the coming quarter, the Company will focus on key sales targets and converting technical evaluations into paid licenses. In addition, the Company is accelerating development of next-generation Akida IP and products to extend our technological lead and market opportunity. We remain positive on future market penetration and broad adoption of BrainChip's technology.

March 2023 quarter…….

In the coming quarter, the Company will focus on key sales targets and converting technical evaluations into paid licenses. In addition, the Company is accelerating development of next-generation Akida IP and products to extend our technological lead and market opportunity. We remain positive on future market penetration and broad adoption of BrainChip's technology.

This copy and paste mentality is an insult to all BRN holders and needs to be corrected when the next 4C is released.

Time for accountability is now.

Let’s not let our company become a boys club.

Targets need to be set and targets need to met.
Does anyone actually think any employer would pay bonuses to someone even though there targets have not been met…… why should our company be any different to others in the real world…….you can’t go up to your employer and say can I have the same bonus I got last year even though market conditions have changed due to head winds.

Your pay gets effected like everyone else in the real world.

Remember who is BRN employers…….that’s us the shareholders.

I do find this "copy and paste" approach to addressing shareholders in the 4C is really disrespectful.

I made a post here after the release of the 4C in January referring to same, so this unimaginative lackadaisical approach is still
de rigeur for BRN shareholders, as far as mngmt is concerned. I also wrote to Tony Dawe asking for BRN to make more effort with the 4C and provide more detail and insight than the paltry amount provided, which itself has been a serial cut and paste from the previous Qtr.

I am ambivalent with regard to the management bonuses story and can relate to both sides of that widely discussed subject. BRN have made great steps over the last 12 months as the recent very good post by AusEire portrays so well, and the eco system and partner build out is compelling, and a great achievement, but at the AGM last year Sean told the room that he wanted to be breakeven by the end of 2022, on that very important target BRN have failed, and making this business a financial success is the bottom line. I don't think Sean has been a CEO previously, and I guess he may have learned that making undertakings to shareholders that don't come to fruition can be fraught, a lot of long and medium term holders are not happy and it is a red flag.
Regardless, I am as I said, ambivalent on the bonuses, a lot has been achieved yes, but there is still no money, and I think I am feeling that if they are not making money then they (the Board and senior mngmt) should also be waiting for greater rewards just like the shareholders are, I have been thinking about it for several days, and am probably feeling that bonuses aren't really appropriate until financial security has been achieved, or if bonuses are to be granted they should be reduced as a token of respect to SHers

However with regard to the Hernandez shares I am not at all happy with the lack of detail we have been given, why did Manny need so much time to exercise his options, options always have an expiry date so you either exercise or let the options expire, this is very straightforward.

Why should BRN be held responsible for expiry of said options, MH knew the set expiry date and had time in which to exercise, which is his prerogative or responsibility. There is a lack of information from BRN mngmt here, which IMO should be presented in more detail if we are to have an informed decision making process.

Further, tax law in the US is quite different to here, so if MH had exercised those options they then would have vested into fully paid ordinary BRN shares, and as such under US tax law MH could have had a substantial tax liability arising therefrom. I am speculating here, because I cannot say with certainty that this would have been the reason for MH letting his options expire, but it could have influenced the outcome which has not been explained in enough detail to satisfy me.

There are questions here, and now instead of being issued options, MH will be granted FPO's, why has BRN mngmt decided to give MH FPO's (fully paid ordinaries) instead of options. So I am finding it quite difficult to come to terms with what is being put to me by the company on this matter.

I am still a strong hold here, and feel that the foundations and connections are being put in place, and in a normal type of world I would feel confident that BRN would be a very lucrative investment, but post covid we are now in a very different world with serious economic and other headwinds (which have been referenced by Sean), and companies are being considerably more cautious about how they spend, not to mention consumers.

A lot of my time is spent researching macro economics and I am less than comfortable about any number of developments that are taking place (I could spend a lot of time on this) in our world, but I will say this, with regard to BRN if we had the kind of world we enjoyed before covid I would be a great deal more confident about BRN and it's prospects. However my view of the global socio/ economic picture is not quite as sanguine as a number of the views which I see posted here, I no longer want to wait for 5 or 10 years to see ubiquity or large uptake etc. IMO we now live in an environment where a good number of serious outcomes are in play, anything could happen (I hope and pray for good things for all humans) but as a result of some of the scenarios going on, I am certainly in more of a hurry to see some good results starting to fall our way.

The macro economic picture is not any fault whatsoever of BRN mngmt, I understand they are doing their best, and one thing I do get, is that our management on what I have read, seen and heard have a passion to succeed. I don't expect anybody to be perfect here, om mani padme me hum and blessings upon you all, and go BRN, I would really like to see something good drop before the AGM

 

[Fullmoonfever]

Article is a little dated and may have been posted but I've just seen and read so posting it.

Nothing new however there is a thread running through the article I liked.

All the names mentioned have a nice familiarity between them to me.

https://www.allaboutcircuits.com/news/in-series-agreements-globalfoundries-buoys-chip-supply-from-home/

In a Series of Agreements, GlobalFoundries Buoys Chip Supply From Home​

February 21, 2023 by Biljana Ognenova

Tracking the goals of the CHIPS+ Act, GlobalFoundries is strengthening the U.S. semiconductor ecosystem with several partnerships and acquisitions.​

The U.S. semiconductor manufacturing industry is beginning to reap the benefits of the CHIPS+ Act passed in July 2022. In a series of collaborations and acquisitions, GlobalFoundries (GF) is progressing toward one of the act's goals: to strengthen a U.S.-based semiconductor supply chain and reduce dependence on Asia-based manufacturers. Throughout the chip shortage, GF claims it has remained profitable by steadying productivity, containing cost, differentiating products, and doubling down on supply chain security.

A comparison of GF's and TSMC's EBIT margins. Image courtesy of Seeking Alpha​

GlobalFoundries attributes its upward profitability to its strategic approach to chipmaking and its local partnership with key industry sectors, including automotive, memory, and computing as well as education.

​

GlobalFoundries Partners With GM, Renesas, and Purdue​

In a major win for GF in the automotive sector, the foundry signed an agreement with GM on Feb. 9, 2023, to dedicate a manufacturing corridor at GF's upstate New York facility for GM’s key chip suppliers.
GF also secured more production capacity by acquiring Renesas' NVM resistive RAM technology. Specifically, GF now owns Renesas' proprietary Conductive Bridging Random Access Memory (CBRAM) technology, a low-power memory solution built for home and industrial IoT and mobile devices.
GF has secured wins in the education and R&D sector as well, partnering with Purdue University on a semiconductor education program. Purdue was among the first institutions to use the funds from the CHIPS+ Act to finalize a university-level semiconductor program. Now, with this new collaboration, Purdue's staff and students will use GlobalFoundries' facility and resources to create innovative, interdisciplinary solutions for advanced semiconductors and microelectronics. The partnership between GF and Purdue will provide next-generation professionals with hands-on expertise overseen at GF Lab.

GF Supports Next-gen Vision and Computing Technologies​

GF is also championing the computing sector, namely with BrainChip's Akida neuromorphic chip built on 22 nm fully depleted silicon-on-insulator (FD-SOI) technology.

Akida architecture. Image courtesy of BrainChip​

BrainChip is the world’s first company to develop ultra-low-power, event-based, neuromorphic AI IP to be used for always-on sensor applications. The AKD1500 chip was built on GF’s low-leakage FD SOI platform, promising an array of applications that don't overload the CPU.
Vision sensor specialist Oculi also recently announced a strategic partnership with GF, commissioning the foundry to manufacture its single-chip, intelligent software-defined vision sensor. The new sensor will be based on GF’s 55LPx, a platform that supports RF, ultra-low power, embedded NVM, and high-voltage BCDLite (a process technology).

Expanding U.S.-based Semiconductor Production​

While GlobalFoundries relies on five-year agreements to ship chips from storage facilities in Dresden and Singapore, the foundry also plans to expand three U.S. locations, including one in Vermont and two in New York. Specifically, GF is broadening the scope of existing facilities to make 12 nm, 28 nm, and 40 nm chips rather than going back to the drawing board and investing in new technologies to compete with TSMC’s advanced 3 nm – 5 nm chips.

GlobalFoundries' headquarters in Malta, New York. Image (modified) courtesy of GlobalFoundries​

GF has increased existing domestic manufacturing capacity in another way, too. The company has invested in gallium nitride (GaN) RF chips, a wide-band semiconductor technology that outperforms silicon in terms of thermal resistance and durability. GF's development of GaN devices at its Essex Junction, Vermont, facility would have been impossible without a $30 million government grant to shorten the time to market for the GaN RF technology.
A GF facility in upstate New York is also getting a boost—this time, from collaborating with Qualcomm. The U.S. mobile chipmaker has previously agreed to spend $4.2 billion on chips made by GF for Qualcomm's 5G transceivers, automotive products, and IoT connectivity.

 

[Fullmoonfever]

Interesting this team presenting their studies on latest neuromorphic vision sensors and found the GF 22nm to be very suitable.

https://www.google.com.au/url?sa=t&source=web&rct=j&url=https://www.gomactech.net/assets/pdf/GOMACTech_2023_Program.pdf&ved=2ahUKEwiZifjqqNT-AhUDUGwGHSq6CVo4RhAWegQIBBAB&usg=AOvVaw2o70PGolZu7fKPJ3cYhjJw

GOMACTech-23
Government Microcircuit
Applications
and
Critical Technology Conference
PROGRAM
Microelectronics –
the Engine to Keep
the US Moving Forward
20–23 March 2023


32.4: iRiS: integrated Retinal Functionality in image (9:20)
Sensors
Akhilesh Jaiswal, Ajey Jacob
University of Southern California, Los Angeles, CA
Gregory Schwartz
Northwestern University, Chicago, IL
Maryam Parsa
George Mason University, Fairfax, VA

Neuromorphic image sensors draw inspiration from the biological retina
to implement visual computations in electronic hardware. Gain control in
phototransduction and temporal differentiation at the first retinal synapse
inspired the first generation of neuromorphic sensors, but processing in
downstream retinal circuits, much of which has been discovered in the past
decade, has not been implemented in image sensor technology. We present
a technology-circuit co-design solution that implements two motion compu-
tations occurring at the output of the retina that could have wide applications
for vision based decision making in dynamic environments. Our simulations
on Globalfoundries 22 nm technology node show that the proposed retina-
inspired circuits can be fabricated on image sensing platforms in existing
semiconductor foundries. Integrated Retinal Functionality in Image Sensors
(IRIS) technology could drive advances in machine vision applications that
demand robust, high-speed, energy-efficient and low-bandwidth real-time
decision making

 

[charles2]

Robotaxis.....$10 trillion market by 2030 (it says here)

Brainchip bring a big shovel...

‘Investment opportunity of a lifetime’: Cathie Wood says the robotaxi market could be worth trillions — here are 3 stocks to invest in it (besides Tesla)

Advances in technology often come loaded with financial opportunities and scanning the one presented by the nascent autonomous driving sector, Cathie Wood thinks there is a huge one at play. The Ark Invest CEO has not been shy about making some bold predictions in the past and thinks investors...

news.yahoo.com

 

[Terroni2105]

Jean-Luc Chatelain from Accenture who did the podcast with Sean a couple months back has announced on LinkedIn he is moving on to a new adventure (He alludes it may be something to do with AI).

Wherever he goes he is taking knowledge of BrainChip so we shall all watch with great interest.

His post is liked by Sean Hehir too.

 

[thelittleshort]

Stumbled across this post

Stephen Applebaum on LinkedIn: Tech Alert: BrainChip Discusses Embracing Disruptive Innovations with…

While I do not pretend to understand all of the tech here, I know enough to summarize this in one word - WOW! BrainChip is the worldwide leader in edge AI…

www.linkedin.com

 

[chapman89]

I do find this "copy and paste" approach to addressing shareholders in the 4C is really disrespectful.

I made a post here after the release of the 4C in January referring to same, so this unimaginative lackadaisical approach is still
de rigeur for BRN shareholders, as far as mngmt is concerned. I also wrote to Tony Dawe asking for BRN to make more effort with the 4C and provide more detail and insight than the paltry amount provided, which itself has been a serial cut and paste from the previous Qtr.

I am ambivalent with regard to the management bonuses story and can relate to both sides of that widely discussed subject. BRN have made great steps over the last 12 months as the recent very good post by AusEire portrays so well, and the eco system and partner build out is compelling, and a great achievement, but at the AGM last year Sean told the room that he wanted to be breakeven by the end of 2022, on that very important target BRN have failed, and making this business a financial success is the bottom line. I don't think Sean has been a CEO previously, and I guess he may have learned that making undertakings to shareholders that don't come to fruition can be fraught, a lot of long and medium term holders are not happy and it is a red flag.
Regardless, I am as I said, ambivalent on the bonuses, a lot has been achieved yes, but there is still no money, and I think I am feeling that if they are not making money then they (the Board and senior mngmt) should also be waiting for greater rewards just like the shareholders are, I have been thinking about it for several days, and am probably feeling that bonuses aren't really appropriate until financial security has been achieved, or if bonuses are to be granted they should be reduced as a token of respect to SHers

However with regard to the Hernandez shares I am not at all happy with the lack of detail we have been given, why did Manny need so much time to exercise his options, options always have an expiry date so you either exercise or let the options expire, this is very straightforward.

Why should BRN be held responsible for expiry of said options, MH knew the set expiry date and had time in which to exercise, which is his prerogative or responsibility. There is a lack of information from BRN mngmt here, which IMO should be presented in more detail if we are to have an informed decision making process.

Further, tax law in the US is quite different to here, so if MH had exercised those options they then would have vested into fully paid ordinary BRN shares, and as such under US tax law MH could have had a substantial tax liability arising therefrom. I am speculating here, because I cannot say with certainty that this would have been the reason for MH letting his options expire, but it could have influenced the outcome which has not been explained in enough detail to satisfy me.

There are questions here, and now instead of being issued options, MH will be granted FPO's, why has BRN mngmt decided to give MH FPO's (fully paid ordinaries) instead of options. So I am finding it quite difficult to come to terms with what is being put to me by the company on this matter.

I am still a strong hold here, and feel that the foundations and connections are being put in place, and in a normal type of world I would feel confident that BRN would be a very lucrative investment, but post covid we are now in a very different world with serious economic and other headwinds (which have been referenced by Sean), and companies are being considerably more cautious about how they spend, not to mention consumers.

A lot of my time is spent researching macro economics and I am less than comfortable about any number of developments that are taking place (I could spend a lot of time on this) in our world, but I will say this, with regard to BRN if we had the kind of world we enjoyed before covid I would be a great deal more confident about BRN and it's prospects. However my view of the global socio/ economic picture is not quite as sanguine as a number of the views which I see posted here, I no longer want to wait for 5 or 10 years to see ubiquity or large uptake etc. IMO we now live in an environment where a good number of serious outcomes are in play, anything could happen (I hope and pray for good things for all humans) but as a result of some of the scenarios going on, I am certainly in more of a hurry to see some good results starting to fall our way.

The macro economic picture is not any fault whatsoever of BRN mngmt, I understand they are doing their best, and one thing I do get, is that our management on what I have read, seen and heard have a passion to succeed. I don't expect anybody to be perfect here, om mani padme me hum and blessings upon you all, and go BRN, I would really like to see something good drop before the AGM

I didn’t think Brainchip/Sean ever said by the end of 2022 they will break even. Was this the strawman interview? I’ll have to give it a listen again.
I may be wrong but I believe he said once they had around 100 employees that’s when they would break even.

Is the company aggressively hiring though?

If I am going to criticise the company on anything it’s failing to leave out critical achievements in the quarterly/s as they could do much better to having in point form all the achievements that was made.
They didn’t even announce akd1500 with one of the worlds biggest foundries in Global Foundries.

But, where does everybody think the revenue was going to come from when Renesas won’t have any MCU’s containing akida commercially until sometime towards the end of the year? So be prepared for a couple more quarterly’s with barely any revenue.

It’s pretty clear that whilst the company still offers akd1000 as part of their portfolio, most are waiting on akd 2.0. You can just see that from the comments from Prophesee SiFive Intel realityAi and others when they commented on the release of it, check the Brainchip website if nobody has read it.

There’s something big IMO happening with megachips, Douglas Fairbairn from megachips said they helped with the back end design of the AKD1500, if you go on to the megachips website under the ASIC section it’s been saying it’s “under construction” for quite some time, also on Douglas Fairbairn LinkedIn it says he is helping the leadership team in Japan to help the company add AI/ML expertise and technology to their already extensive ASIC design capability. It’s happening people, we just have to be patient.
We are invested in a disruptive technology that even those working with AI need months of training to even understand neuromorphic, so it takes time.

Now should we be annoyed at the company? A little, but there still has been a significant amount achieved in the last 12 months. Just look at what was achieved in the last 3 months that @AusEire posted written by FF. They failed to mention it all, so I will be personally attending the AGM and bringing this to their attention because it’s a fail in my opinion.

But anybody who fails to see the achievements over the last 12 months from ecosystem building, presentations, marketing increase, significant employment of star studded employees, isn’t looking past a share price.
Yes it sucks, yes it hurts to see the constant negative press, but that makes the rise back up even sweeter to those who cast doubt on Brainchip.

Am I going to listen to so called financial experts in the Motley fool? Or am I going to listen to industry experts who are praising Brainchip? I think I know who I will choose to listen to.

I seen a couple people claim to have held for years but sold after the recent 4C? Now that to me is just nonsense, unless you needed the money for financial reasons, why would you sell right before Renesas brings out MCU’s containing akd1000? This is what we’ve been waiting for for a damn long time, the worlds first commercial products using Brainchips technology. The spotlight that will be on Brainchip once that happens will be a monumental step, that is a true re rate in the share price.

Anyway the AGM will be good, we need to let the company know that they need to learn to communicate with shareholders much better through the means of the asx, it’s not about pumping up the share price, it’s about giving Brainchip the exposure it deserves and potential shareholders can see what’s happening through the asx. Now yes whilst most people have social media, we shouldn’t have to search on social media to get all our information. I know if I was going to decide if I wanted to invest in a company, I’d want to read the 4c reports and announcements and not have to wander through different social media platforms.

 

[IloveLamp]

Robotaxis.....$10 trillion market by 2030 (it says here)

Brainchip bring a big shovel...

‘Investment opportunity of a lifetime’: Cathie Wood says the robotaxi market could be worth trillions — here are 3 stocks to invest in it (besides Tesla)

Advances in technology often come loaded with financial opportunities and scanning the one presented by the nascent autonomous driving sector, Cathie Wood thinks there is a huge one at play. The Ark Invest CEO has not been shy about making some bold predictions in the past and thinks investors...

news.yahoo.com

Tesla Robotaxi could hit roads this year, analysts say, as safety data stacks up

Ark Invest says 22% of its simulations predict that Tesla will commercialise its first fully autonomous Robotaxi this year off the back of AI progress and solid safety stats.

thedriven.io

 

[chapman89]

Just posted by Brainchip-

BrainChip Pushes the Edge in 2023 with Akida Innovations, Expanded Partner Ecosystem

Stay informed about the latest advancements in AI technology as BrainChip revolutionizes edge computing with their cutting-edge solutions.

brainchip.com

 

[Humble Genius]

Just heard this on the news this morning, and its right up our alley.

The plan to purchase 40,000 vape detectors for public school toilets

Education Minister Prue Car said the detectors were just one option being considered to combat the vaping crisis in high schools.

www.smh.com.au

In particular this paragraph makes it a perfect use case for AKIDA:

"Requirements for the detectors include that they must not have a camera or microphone but should include multiple sensor-detecting abilities for vape and THC (tetrahydrocannabinol, the substance primarily responsible for the intoxicating effect of marijuana). The 40,000 units need to be supplied within the first 12 months of the contract, which has an expected start date of July 2023."

Can someone here who has the contacts at Brainchip send this to them. This is a golden opportunity.

 

[manny100]

I don’t believe Brainchip/Sean ever said by the end of 2022 they will break even. Can you please show me where they said this? Because I keep seeing this posted but I believe it’s not true.
I may be wrong but I believe he said once they had around 100 employees that’s when they would break even.

Is the company aggressively hiring though?

If I am going to criticise the company on anything it’s failing to leave out critical achievements in the quarterly/s as they could do much better to having in point form all the achievements that was made.
They didn’t even announce akd1500 with one of the worlds biggest foundries in Global Foundries.

But, where does everybody think the revenue was going to come from when Renesas won’t have any MCU’s containing akida commercially until sometime towards the end of the year? So be prepared for a couple more quarterly’s with barely any revenue.

It’s pretty clear that whilst the company still offers akd1000 as part of their portfolio, most are waiting on akd 2.0. You can just see that from the comments from Prophesee SiFive Intel realityAi and others when they commented on the release of it, check the Brainchip website if nobody has read it.

There’s something big IMO happening with megachips, Douglas Fairbairn from megachips said they helped with the back end design of the AKD1500, if you go on to the megachips website under the ASIC section it’s been saying it’s “under construction” for quite some time, also on Douglas Fairbairn LinkedIn it says he is helping the leadership team in Japan to help the company add AI/ML expertise and technology to their already extensive ASIC design capability. It’s happening people, we just have to be patient.
We are invested in a disruptive technology that even those working with AI need months of training to even understand neuromorphic, so it takes time.

Now should we be annoyed at the company? A little, but there still has been a significant amount achieved in the last 12 months. Just look at what was achieved in the last 3 months that @AusEire posted written by FF. They failed to mention it all, so I will be personally attending the AGM and bringing this to their attention because it’s a fail in my opinion.

But anybody who fails to see the achievements over the last 12 months from ecosystem building, presentations, marketing increase, significant employment of star studded employees, isn’t looking past a share price.
Yes it sucks, yes it hurts to see the constant negative press, but that makes the rise back up even sweeter to those who cast doubt on Brainchip.

Am I going to listen to so called financial experts in the Motley fool? Or am I going to listen to industry experts who are praising Brainchip? I think I know who I will choose to listen to.

I seen a couple people claim to have held for years but sold after the recent 4C? Now that to me is just nonsense, unless you needed the money for financial reasons, why would you sell right before Renesas brings out MCU’s containing akd1000? This is what we’ve been waiting for for a damn long time, the worlds first commercial products using Brainchips technology. The spotlight that will be on Brainchip once that happens will be a monumental step, that is a true re rate in the share price.

Anyway the AGM will be good, we need to let the company know that they need to learn to communicate with shareholders much better through the means of the asx, it’s not about pumping up the share price, it’s about giving Brainchip the exposure it deserves and potential shareholders can see what’s happening through the asx. Now yes whilst most people have social media, we shouldn’t have to search on social media to get all our information. I know if I was going to decide if I wanted to invest in a company, I’d want to read the 4c reports and announcements and not have to wander through different social media platforms.

Sean at Investor presentations goes to great pains to explain that he cannot give a timeframe for breakeven.
He does say he has a line of sight to revenue and that when it comes it will grow quickly.
I do not believe Sean would have given a 2022 breakeven date. He is to smart for that.