Schnitzel lover
Regular
It's likely inevitable they'll get onto the Nasdaq. Good presentation anyway, they've got good cattle running the company, so that's what matters most.
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
Sirod69
bavarian girl ;-)
You guys in Australia need to know, we really, really have huge problems with our democracy! We take in all sorts of refugees, we want to stop climate change, we want to save animals from extinction AND Russia wants to take over Ukraine (the breadbasket of Europe). Then there are heat pumps, solar and wind power. Animals, i.e. protection of species! All of this is really a reason why some people don't invest in stocks at the moment!
If BRN really explodes, I'll come to you in Australia!
Just wanted to tell you why the stock markets in Europe and America are not reacting as we would like!
If BRN really explodes, I'll come to you in Australia!
Just wanted to tell you why the stock markets in Europe and America are not reacting as we would like!
SiFive Brings RISC-V into the Automotive Space in a Major Way - Circuit Cellar
SiFive is now offering a chip scenario that can work in the increasingly complex centralized automobile systems, the E6-A.
circuitcellar.com
The E6-A series is meant for digital control applications such as steering, S7-A for the now-named “safety islands” that can act as a fail-safe for critical applications. And in the farthest reaches of machine learning, there is the X280-A. This chip manages data from image sensors and also applies machine learning that can also work with autonomous driving.
Renesas has been closely collaborating with SiFive to bring the strong benefits of RISC-V to many of their products,” said Takeshi Kataoka, Senior Vice President and General Manager of the Automotive Solution Business Unit at Renesas. “RISC-V continues to gain momentum around the world, and we plan to leverage SiFive’s portfolio of automotive RISC-V products in our future automotive SoC solutions to meet the exacting demands of these global customers.”
For more information on the new line of IPs for MCUs and MPUs see the SiFive automotive product page on the website here.
I don't think the betamax analogy applies. Betamax was a consumer product where technical capability is not the foremost consideration. Licensing IP for SNNs is a different kettle of fish where technical capabilities are paramount. SNN IP customers are not going to buy a product because it does not clash with the aspidistra.
The questions @SERA2g posted a page back show that the questioners were familiar with NNs but, unless they were Dorothy Dixers) did not know the details of Akida. For instance, one questioner asked about quantization and sparsity. On quantization, Akida started with (and still has) 1-bit weights and activations and this has now been expanded to 8-bit. Akida takes sparsity to a whole new level with N-of-M coding. But because this question was rolled in with several other questions, Nandan did not address it. There was one slide which showed that a comparison system achieved 92% accuracy (I think it was to do with de-noising, but don't quote me), and Akida with TeNN achieved 97% with significantly lower resources.
I was hoping for more such comparisons in the talk, particularly highlighting the capabilities of ARM M85 combined with Akida 2.
Agree, Nandan speaks very well, slowly, deliberately with authority and a reasuring tone.Good morning all,
I thought that the tech talk was excellent, Nandan speaks very clearly and deliberately in an attempt to get his message out as
clear as possible, and that's part of his job in Marketing, communication is key, shutting down misconceptions and/or misunderstandings
that could throw a potential client off in engaging with us in the first place and unintentionally telling his network of friends, hence spreading
misinformation about our Akida suite of products.
A number of posters on this forum have once again packaged this webinar up into the "nothing new to see" category, lets be clear here,
this webinar was targeted at developers, companies in or looking at getting into the AI product development space, not Australian Mum
Dad investors wanting to hear that revenue is flowing in and we've just signed Samsung so the share price will burst through the $2.00
mark again in 5 trading days !
Our exposure has never been this engaging before, all the different departments within the Brainchip organization are working hard, all
with the same team goal, to spread the message, to deliver brilliance to current and future clients, to make the ease to market as uncomplicated as possible.
Some companies have already met us at the intersection, others may be 3/6/9/12 months away from that same point on the road, but once our
paths intersect, well, "once you're in, you're in for generations".
Rob spoke great as well..
Regards....Tech
For those who grew up watching 'Get Smart' think of Simon the likeable.
Nandan oozes trust.
Confirmed by email that Marketing has been cranked up. We all knew that anyway.
The product is ready (and improveable) just a matter now of getting customers on on board as well as investors.
You can see Sean's plan unfolding.
Line of sight to revenue.
Product ready to go See 2023 achivements.
Now marketing the crap out of it.
We will see further 'unfolding of the plan' as we get closer to out goals.
Vladsblood
Regular
Well put charles2, With the ASX being less than 2 percent of world markets we really do need "ASAP" to be on the premiere of Tech...NASDAQ.
IMO we will be at the top of Nasdaq's favorites list soon after our full listing!! Our rightful place too I might add. Cheers charles2 and Brainchip Crew. Vlad.
Yep, Betamax only serves as a caution to get the target market and marketing right.
So far BRN seem to have that worked out.
Sean says that the BOD was presented with a plan which was approved.
FabricatedLunacy
Regular
No. I get most of this. And I also saw the accuracy vs power consumption as a positive. Yes different target market etc etc... Maybe betamax was a poor example, but the point I tried to make is still remains, in that the best product does not always win.
I think you are right in that once you have the product its a lesson in identifying the target market and having a great marketing plan.
The Betamax lesson would have been discussed internally at BRN for sure.
It would be used as a case study in loads of businesses.
One big advantage we have is unlike Betamax had VHS as an inferior competitor and lost out. ATM there is no competitor anywhere near as close to BRN.
To disrupt and be accepted you need a materially better product which is what BRN has.
FabricatedLunacy
Regular
Very true! And Betamax is not the only business that failed despite being better, so I am have no doubt the clever heads we have at BRN know this better than anyone.
I am also still very much convinced about our product and keep adding more stock when I can. But like many have said here, it would be great to see some traction, or at the very least a more realistic time frame. 2022 came and went and it seems so might 2023. Maybe AGM will yield some big champangne popping moments... And yes yes yes SP is not an indicator of success at this point in our journey.
Either way lets hope we soon see what we all know can be true..... Akida Everywhere... on the bus, the rocket, the moon and my pocket (new phone anyone?).
Well said Tech. I couldn’t agree more.Good morning all,
I thought that the tech talk was excellent, Nandan speaks very clearly and deliberately in an attempt to get his message out as
clear as possible, and that's part of his job in Marketing, communication is key, shutting down misconceptions and/or misunderstandings
that could throw a potential client off in engaging with us in the first place and unintentionally telling his network of friends, hence spreading
misinformation about our Akida suite of products.
A number of posters on this forum have once again packaged this webinar up into the "nothing new to see" category, lets be clear here,
this webinar was targeted at developers, companies in or looking at getting into the AI product development space, not Australian Mum
Dad investors wanting to hear that revenue is flowing in and we've just signed Samsung so the share price will burst through the $2.00
mark again in 5 trading days !
Our exposure has never been this engaging before, all the different departments within the Brainchip organization are working hard, all
with the same team goal, to spread the message, to deliver brilliance to current and future clients, to make the ease to market as uncomplicated as possible.
Some companies have already met us at the intersection, others may be 3/6/9/12 months away from that same point on the road, but once our
paths intersect, well, "once you're in, you're in for generations".
Rob spoke great as well..
Regards....Tech
Learning
Learning to the Top 🕵♂️
Here is my little pick up on the Arm Tech Talk.
Early @ the 7.20 mark.
"The company like Veleo and Mercedes-Benz’s that have demonstrated Brainchip's technology on their concepts" Nandan.
Now, we know about Mercedes-Benz’s in the EQXX.
This is my first time hearing Veleo "have demonstrated Brainchip's technology on the concepts."
Or because I am new to Brainchip's. Since early 2021?
Learning 🏖
Early @ the 7.20 mark.
"The company like Veleo and Mercedes-Benz’s that have demonstrated Brainchip's technology on their concepts" Nandan.
Now, we know about Mercedes-Benz’s in the EQXX.
This is my first time hearing Veleo "have demonstrated Brainchip's technology on the concepts."
Or because I am new to Brainchip's. Since early 2021?
Learning 🏖
Quiltman
Regular
Quite aside from anything else, interesting thoughts from Stanley Druckenmiller in the AFR today.
Stanley ran money for George Soros for a decade and is said to have made more than a 30 per cent gross return for 30 years until he closed his firm Duquesne Capital to outside capital in 2010, had plenty of gold at the Sohn conference in New York on Tuesday night.
Happily, Druckenmiller said the hard landing will throw up interesting investment ideas for the patient with artificial intelligence chief among them.
“You’re going to have unbelievable opportunities in the next couple of years. There’s a lot of dispersion within industries, and just make sure to preserve your capital until they present themselves,” he says.
His family office is long on Microsoft and AI chipmaker Nvidia, which Druckenmiller suggests looks all but recession-proof given its leverage to the AI revolution.
“I actually think there is a very, very real possibility it could be every bit as impactful as the internet.”
Stanley ran money for George Soros for a decade and is said to have made more than a 30 per cent gross return for 30 years until he closed his firm Duquesne Capital to outside capital in 2010, had plenty of gold at the Sohn conference in New York on Tuesday night.
Happily, Druckenmiller said the hard landing will throw up interesting investment ideas for the patient with artificial intelligence chief among them.
“You’re going to have unbelievable opportunities in the next couple of years. There’s a lot of dispersion within industries, and just make sure to preserve your capital until they present themselves,” he says.
His family office is long on Microsoft and AI chipmaker Nvidia, which Druckenmiller suggests looks all but recession-proof given its leverage to the AI revolution.
“I actually think there is a very, very real possibility it could be every bit as impactful as the internet.”
FL. Just following on from your comments in relation to Betamax. We as Brainchip have competition and it was highlighted by our Chairman at last years AGM. See below.
I also included the second paragraph as it is very important about listening to our 'Partners and industry'! This is seen in the improvements or additions to AKD1000.
Onwards and upwards.
FabricatedLunacy
Regular
Thanks El Romps!
Hopefully this is us with ARM/Intel Foundry/Megachips/Renesas and co...
I am backing in 2024 for meaningful revenue. But as we get closer a 'whiff' of success will fuel market expectations sometime this year should flow through to the SP.
BaconLover
Founding Member
With due respect Sirod69, No.
These aren't the reasons people aren't investing money in stocks.
Increasing debts.
Interest rate hikes.
Inflation rate rises.
Increasing Property rates and rent rates.
Pressure on common man and woman to sustain livelihood while the beaurocrats and politicians divide and rule the unaware public.
There are many other reasons but climate change isn't why people aren't spending money on stocks.
- Animal extinction isn't why people aren't spending money on stocks.
- Russian "invasion" isn't why people aren't investing in stocks. (USA has been conquering and destroying/bombing nations for decades, stock markets have done fine).
- Climate change isn't a reason for investors to stay away, climate has been changing on earth for billions of years, no one can stop it.
BRN share performance has got nothing to do with these, I know these reasons will be shown to justify the poor performance, but many companies have done fairly well over the last couple of years, so let's not make excuses here.
My opinion only and apologies if it's different to yours.
SERA2g
Founding Member
Hi Learning
Great pickup, other listeners noticed it also.
You're correct. There are no publicly available demonstrations of akida running on a Valeo concept.
If we go back a year or two Valeo did a presentation/demonstration on their Scala 3 LiDaR concept. During that presentation, one of the viewers (undoubtedly a shareholder of Brainchip) submitted a question asking the presenters if they were using akida. The host of the presentation innocently asked that question and the two presenters hesitated, looked at each other, kind of laughed/smiled and then said words to the effect of 'we are not ready (or not here) to talk about our partners'.
It was very telling at the time and this forum lit up with people having a laugh and assuming that akida was all but assured to be Valeo's chosen technology for their LiDaR purely based on the presenters response and demeanour when answering/avoiding the question.
Since then, I don't think there has been any additional dots joining akida/Scala 3 LiDaR together, until now.
It is possible Nandan has let slip a biggie.
How big? Well, Valeo has already registered orders for their technology in excess of $1B, so very big. Company making big.
alwaysgreen
Top 20
What is our cut of the $1 billion?
1% is $10 million - not really a company maker but a good start!
3% - getting there.
Unfortunately, we don't have the figures for this. Also, we don't have a signed license agreement with Valeo yet. Hopefully an announcement prior to production?
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