BRN Discussion Ongoing

[buena suerte :-)]

A perfect podcast from Brainchip for this precise moment in time.

TT

Yep agreed ... Great podcast ... Hopefully it will instill some positivity back amongst us!

 

[Labsy]

I heard the podcast this morning and was very impressed with the tone of confidence and the fluidity of conversation between these gentlemen. These guys are in the know. I smell positivity and big things coming...
I'm also in my 40's and am positioning for dividends...but I think the next 2 to 3 yrs will bring big rewards to everyone!...

 

[supersonic001]

Jeff Bier on LinkedIn: #evs23 #edgeai #ai

Happy to have BrainChip as a Gold Sponsor of the Embedded Vision Summit. BrainChip's processor enables machines to do more with less by keeping AI/ML local to…

www.linkedin.com

 

[buena suerte :-)]

Jeff Bier on LinkedIn: #evs23 #edgeai #ai

Happy to have BrainChip as a Gold Sponsor of the Embedded Vision Summit. BrainChip's processor enables machines to do more with less by keeping AI/ML local to…

www.linkedin.com

View attachment 35559

Brainchip ..... GOLD Sponsors!​

​

Sessions 22nd -- 24th May​

Check out the incredible sessions for the 2023 Summit!​

.........Tuesday May 23rd........

• 
  
  
  
  4:50pm - 5:20pm
  

  Enabling Ultra-Low Power Edge Inference and On-Device Learning with Akida​

  By Nandan Nayampally Chief Marketing Officer, BrainChip

 

[toasty]

BIG buy side this morning............

 

[buena suerte :-)]

BIG buy side this morning............

Looking a lot healthier!

 

[Rach2512]

Also isn't Sean having a discussion with Commsec and when is the ARM M85/Brainchip presentation happening, I think they are both pretty soon aren't they?

 

[Fullmoonfever]

Pop it in the diary

2023 Shortlist - Global Business Tech Awards

Congratulations to our 2023 Global Business Tech Awards finalists. Finalist Assets

globalbusinesstechawards.com

 

[JB49]

The following link under AI has syntiant, plumerai amongst others. But no mention of brainchip
https://www.renesas.com/us/en/produ...m-mcus/ra-partners/ra-partner#quick-link-1756

 

[Damo4]

Probably one of my favourite podcasts in a while.
The enthusiasm and level of specificity in regards to the companies and the technology is great.

I find it interesting that Sean responds about Tesla but then pivots to Mercedes and their 3 chips, and follows on to say they are ALSO working with a telecom which we presume is Cisco

 

[TECH]

I heard the podcast this morning and was very impressed with the tone of confidence and the fluidity of conversation between these gentlemen. These guys are in the know. I smell positivity and big things coming...
I'm also in my 40's and am positioning for dividends...but I think the next 2 to 3 yrs will bring big rewards to everyone!...

Hi Labsy....very pleased for you being in your 40's and holding Brainchip stock...such a great decision you have made !

Interesting how "Disney" got a mention...they are working with Robotics in the AI space, also video streaming etc...such a
good fit with the release of AKD 2.0....were Sean and Geoff talking about our engagements prior to the Podcast in private,
meaning, Geoff's subconscious mind was coughing up the words Mercedes, Disney and Tesla. purely speculative of course.

I am truly "hoping" to hear that another 2 companies have signed an IP License by years end...which 2, any 2 !!

Tech

 

[SERA2g]

Foundries are sitting ducks globally for a missile attack, setting all countries back, security you would think would have been tightened
by more than a couple of notches in recent times.

Lets all hope that evil and destruction remains in a black hole for the unforeseeable future.

Below is a good link on the subject of Hostile Takeovers, which some may enjoy reading....regards Tech

A takeover bid can be characterised as either 'hostile' or 'friendly', depending on whether the Bidder has the recommendation of the Target Board that target shareholders should accept the bid. - Insight | MinterEllison

A takeover bid can be characterised as either 'hostile' or 'friendly', depending on whether the Bidder has the recommendation of the Target Board that target shareholders should accept the bid.

www.minterellison.com

Good article mate.

It would suck to fall into the 37%.

 

[TheFunkMachine]

Warning!!
Highly speculative!!
Look away!

we all remember Jean Luc Chatelain coming onto the podcast with Sean Heir a few months back.

Jean seemed very interested in what Brainchip was doing and was over all very positive of Brainchips vison and their technology.

Sean and Jean are old pals and said they were going to play golf together in the not to distant future.

We know how many of the podcast guests have proven to materialise into something directly related to brainchip.

I wonder is Sean was able to play a hole in one and score Jean for our new recruitment ??

 

[MaxwellAnne]

What Sean was saying was:

1. He and the Board have a model for when they will achieve break even but they are not releasing that model and hence are not releasing the date;

2. They have planned growth in expenses through to end of 2022 where they hope to land on about 100 employees at which point they anticipate they will be right sized;

3. At the point when they are right sized the rate of growth in expenses will reduce substantially and become stabilised allowing for normal inflationary pressures;

4. At the time of this interview the rate of growth in expenses was outstripping the rate of growth in income;

5. At about the point in time that the rate of growth in expenses tapers off then the rate of growth in income will start to catch up and begin to accelerate and become a rate of growth faster than the rate of growth in expenses;

6. Once this disparity in growth rates of expenses and income reverses then eventually total income receipts will/must as a matter of mathematical certainty become equal with expenses and break even will be achieved;

7. At which point we go back to point 1. Which is the CEO and Board have agreed not to release their modelling on when this will occur.

So Sean Hehir did not and never has said that Brainchip will reach breakeven by end of 2022 or even by the time they reach about 100 employees and are right sized.

Excellent summary @chapman89 I believe you have nailed what Sean H was indicating that expense growth would slow once they reached 100 staff allowing revenue growth to then outstrip expense growth with no timeframe given for when that would occur. There was no date given for break even and they have been very clear that it is too early in commercialisation to give forecasts.

 

[Foxdog]

View attachment 35565
Warning!!
Highly speculative!!
Look away!

we all remember Jean Luc Cahtelain coming onto the podcast with Sean Heir a few months back.

Jean seemed very interested in what Brainchip was doing and was over all very positive of Brainchips vison and their technology.

Sean and Jean are old pals and said they were going to play golf together in the not to distant future.

We know how many of the podcast guests have proven to materialise into something directly related to brainchip.

I wonder is Sean was able to play a hole in one and score Jean for our new recruitment ??

Better start paying these guys some bonuses to make working for Brainchip look like an attractive proposition hey? How shortsighted we can be, myself included....

 

[Jchandel]

Pop it in the diary

2023 Shortlist - Global Business Tech Awards

Congratulations to our 2023 Global Business Tech Awards finalists. Finalist Assets

globalbusinesstechawards.com

View attachment 35562 View attachment 35563 View attachment 35564

Brainchip has been nominated in 3 different categories:
1. Manufacturing Tech disrupter
2. Best use of Innovation
3. Transformation through use of Technology

 

[IloveLamp]

 

[GazDix]

Highlights from the podcast.

I guess to be in the circles with top tech guys in the US, you need to play golf.

The recent trend is vertical all the way to the silicon. I think this can really bring some big names as well if many companies take on Brainchip apart from Mercedes Benz like Amazon, Disney, Facebook etc.

Interesting Sean mentioning the difference between centralization and decentralisation. One of the reasons I followed crypto down the rabbit hole is because of its (mostly) decentralised nature.

The zone model may explain some of the decisions Brainchip management now take. Ecosystem build first and then the de facto standards will be implemented. Long game.

Lastly. Again, to be networking in the ‘Valley’, you must play golf! Surely Sean can have a round of golf with Roger Iger (Disney’s CEO), let him win and flick out an IP contract for him to sign?

 

[Bravo]

Getting flexible​

As automotive compute shifts from hardware to software, demand is growing for infotainment and cockpit features. According to Arm, more than 90% of in-vehicle infotainment (IVI) systems use the company’s chip designs. The architectures are also found in various under-the-hood applications, including meter clusters, e-mirrors, and heating, ventilation, and air conditioning (HVAC) control.

Munich-based Apostera is using Arm’s designs to transform car windshields into mixed-reality screens.
The shift to the software-defined vehicle has also stimulated another IT feature: updates. Historically, vehicle software was not only rudimentary, but also fairly static. Today, that’s no longer the case.

“There’s an opportunity to continue to add to the functionality of the vehicle over its lifetime,” says Laudick.

An expanding range of features, from sensor algorithms to user interfaces, can now be enhanced over-the-air (OTA). As cars begin to resemble personal devices, consumers can expect a comparable update service. As Simon Humphries, the chief branding officer of Toyota, put it: “People want control over their own experiences.”

Laudick likens modern cars to platforms, upon which software and functionality can evolve.That’s an obvious magnet for Arm, whose products and processes are fundamentally about running software.

Carmakers are also becoming savvier about software. For example, General Motors’ self-driving unit, Cruise, is now developing its own computer chips for autonomous vehicles. The company has previously used Arm designs, but is now exploring an open-source architecture known as RISC-V — which is becoming a popular alternative. The instruction set’s low costs and flexibility have created a threat to Arm’s automotive ambitions.

“One executive I was talking to said: ‘The best negotiating strategy when Arm comes in is to have a RISC-V brochure sitting on my desk’,” Jim Feldhan, the president of semiconductor consultancy Semico Research, said last year. “It’s a threat. Arm is just not going to have its super dominant position in five or 20 years.”






Currently, however, RISC-V could be regarded as riskier than Arm’s established standards. In a further challenge to RISC-V, Arm is gradually becoming more open. The Cortex-M processor series, for instance, now allows clients to add their own instructions, while extra configurability has been added to Arm software and tooling.

“We obviously try to control the products reasonably well, otherwise we just end up with a wild west. But there’s been a move in the company in the last several years to create more flexibility in certain areas,” says Laudick.

Mobileye, a self-driving unit of Intel that went public at $16.7 billion last year, is among a growing list of companies applying RISC-V architecture to vehicles. Credit: Mobileye
RISC-V is far from Arm’s only challenger. Established rivals such as Intel and Synopsys are also fighting for a chunk of the expanding market for automotive chips.

Nonetheless, Laudick is bullish about the future. He notes that today’s cars run about 100 million lines of software code, while a Boeing 787 is estimated to have “only” 14 million. By 2030, McKinsey predicts that vehicles will expand to roughly 300 million lines of code.

“I see the vehicle being, without doubt, the most complex software device you will own — if not that will exist,” says Laudick.

I love this part @Tothemoon24!

According to Arm, more than 90% of in-vehicle infotainment (IVI) systems use the company’s chip designs. The architectures are also found in various under-the-hood applications, including meter clusters, e-mirrors, and heating, ventilation, and air conditioning (HVAC) control.

If I was Arm, I would be incorporating AKIDA, into not just in the Cortex M based MCU's but into the A and R based MCU's as well, just to cover all bases.

https://armkeil.blob.core.windows.n...ide-to-arm-processing-power-in-automotive.pdf

 

[Bravo]

I


I like how Sean made a point that we are still working with Mercedes and a telecommunications company.
It almost sounded like Sean was alluding that Mercedes are currently bringing out 3 chips and one or more contain akida.

Three chips. Wait! Let me guess ...

Chip 1 = MB-AKIDA1000
Chip 2 = MB-AKIDA 1500
Chip 3 = MB-AKIDA 2.0