BRN Discussion Ongoing

Getupthere

Regular
What’s the Tesla Chat GTP moment???

This year or maybe next year.

 
  • Like
  • Love
Reactions: 3 users

Tothemoon24

Top 20
Nothing concrete here to link Brainchip ;
Can’t help to think that we will be playing a hand in the evolution of drones & their use cases within the telecom industry.





14th March 2023
FEATURE

ATM Magazine had the opportunity to attend Mobile World Congress 2023 and the amount of discussion around this topic was more than could have been imagined before the event. The topic of drones and urban air mobility (UAM) is crossing many segments of the telecom industry. High altitude solutions are also foreseen to play a key role in telecommunications in the future.

The predictions for drones and UAM to scale are huge, but to make these figures a reality it’s necessary to fly beyond visual line-of-sight (BVLOS) and for that to happen telecoms are needed. Or more specifically their networks. Reliable communications are a must to achieve the market goals.

Telecoms across Europe are getting involved in offering connectivity to this market. This includes the likes of Vodafone, BT, Orange, Telefonica, Telekom, Swisscom, A1 and more. Some of these organisations will offer more than connectivity services, such as drone inspection services or public safety support with internal drone fleets. For the purposes of this article the focus is purely on connectivity.

Where things really got interesting is looking at the activities in South Korea. SK Telecom is partnering with Joby Aviation to commercialise UAM services. During the show there was a life-sized eVTOL simulator in the stand that allowed for attendees to take a virtual flight. The company is planning to launch an air taxi service in the future. The goal here goes far beyond simply providing connectivity. Although SK Telecom was the only Korean provider showcasing this topic at the show – KT and LG Uplus are also working on launching air taxi services and providing the UAM traffic management functionality.

Where’s the 5G (or 6G)?

Traditional mobile networks are configured to support communications on the ground, not up in the air. Which opens the discussion regarding new testing solutions to identify gaps in the 5G network that could impact communications when drones or UAM are flying. Testing solutions to alert mobile network operators of potential gaps in their networks also came into play at the show. Some of the companies supporting this requirement at the show are carrying over telecom testing solutions from their wider portfolio - Infovista specific to the ESN network in the UK for emergency air ambulances and Rohde & Schwarz.

Dimetor specialises in this topic with. It's AirborneRF message is clear, “you can’t do BVLOS without cellular, you can’t implement U-space without connectivity”. Working in the Aerial Connectivity Joint Activity (ACJA) of the Global UTM Association (GUTMA), they already have commercially deployed solutions helping telecoms identify network gaps in order to resolve.

But what if there’s no 5G or it proves too costly or difficult for telecoms to support deployment? High altitude solutions to the rescue. The High Altitude Platform Station (HAPS) Alliance was established in 2020 and has more than 60 members including players across the telecom and aviation industry. Executive members are Airbus, HAPS Mobile, Intelsat and Nokia. The alliance has three areas of focus with its working groups:

  • Telecoms: lobbying the ITU to allow them to act as their own telecom if desired
  • Aviation: working with EASA and CAAs for type certification of the flying vehicle
  • Marketing: increase market education and awareness and get individuals comfortable with the concept.
HAPS can be used to provide connectivity in rural locations, support disaster recovery communications, maritime locations or event capacity communications that might overload the current network. They can also provide point-to-point and point-to-multipoint connectivity for industrial applications such as mining, gas and agriculture. An interesting topic is how does this fit with controlled airspace management. Although HAPS travel at about 75,000 ft, they still need to traverse controlled airspace for take-off and landing. Although, their last flight lasted 64 days! So likely not a high amount of traffic today, but a very different type of traffic to address.

Another organisation which shared their solution with ATM was Stratospheric Platforms, who are a hydrogen high altitude solution. A startup currently at Series B with Deutsche Telekom as an investor, is working with DFS, NATS and CAA already to resolve the topic raised in the last paragraph. How to take off and land amongst commercial traffic. The business model is a little different here as their goal is to be ‘towers in the sky’ for telecoms. If you think about the towers you see on a daily basis to connect your mobile devices, this is a similar concept, but in the sky. Pretty cool.

Security

We can’t consider safety-critical communications without addressing cybersecurity. Trend Micro, a very familiar name in the telecom world, is looking to secure any vehicle or drone under the umbrella of its IoT security solutions. Think of a drone as a flying IoT device. Their solution manages the SIM device onboard providing the connection to determine if it is where it should be and ensure that bad actors are denied access.

Other options

Tupaia launched in 2020 focused on automotive solutions and has now expanded to offer GPS tracking for drones that can help to enable Remote ID, an important component of BVLOS. One of the key attributes of their solution is the accuracy for ensuring that a drone is landing where is should be and not a few centimetres off the target. Their cloud-based solution would require software with a sensor on the drone and they currently are speaking with drone manufacturers.

This article is just a high-level brush of all of the drone related topics circling in the world of telecom. One thing that was obvious is these two worlds need each other and will come closer and closer over the next few years. Especially with UAM becoming a reality.
 
Last edited:
  • Like
  • Fire
  • Thinking
Reactions: 10 users

IloveLamp

Top 20
Screenshot_20230518_215302_LinkedIn.jpg
 
  • Like
  • Thinking
  • Fire
Reactions: 17 users

Mt09

Regular

Attachments

  • 8C16A662-94F7-4598-89CF-DBE1A74097C5.png
    8C16A662-94F7-4598-89CF-DBE1A74097C5.png
    576.9 KB · Views: 184
  • Like
  • Fire
  • Love
Reactions: 53 users

TECH

Regular
@TECH, If you read the AGM notes you will see that the lapsed options were initially granted to Manny 7 July 2017, these options then lapsed/expired 1st March 2022. All options have an expiry date

See page 26 of 2023 Notice of AGM for further info if you want the detail that has been provided to us, however, it should be kept in mind that Manny Hernandez had close to 5 years to exercise these options.

In a previous post I mentioned that tax law in US is quite different to Oz tax law, so if Manny had exercised his options they would have then vested into FPO's (fully paid ordinaries) which under US tax law could have involved an immediate tax liability (even if he didn't sell his vested shares).

Regardless Manny had plenty of time to make a plan, and if he really wanted to exercise the options he should have had a plan, around his options, but this ass his prerogative or responsibility (not BRN's). Importantly (but not mentioned in info provided by BRN) he would have also had the ability to speak/contact with the company Secretary who would have been able to advise him that shareholder approval would need to be had with regard to making changes to the date of options expiry, or some such.

Be clear any reasonably well informed company secretary would have been able to furnish the needed info very readily, their brief
requires a reasonable understanding of company law, it's not rocket science. I have been a company secretary so have some small understanding of the subject matter.

So for me the story we are being given is too short on some important detail, or IMO it doesn't stand up, we are being told it is in the best interests of all parties, I don't buy it. Manny simply had to pay $0.12 to exercise them, but now the company is not issuing him options, but rather giving him free shares, go figure. I don't like being treated this way - and it wouldn't matter who it was.

I fully understand how the options that were issued back in 2017 would "normally" have been played out by the recipient, we are talking
about a very well heeled, well educated corporate figure, who would have received options from his other Board, Management positions
over many years, he knew the procedure, the tax implications being a US citizen, no question about it.

5 years to exercise options, any amount of the 8,000,000 gifted to him over that period, but he chose not to, and that's the question I'm
not satisfied I have the full story, hence I'm comfortable voting No.

I fully respect other individuals views on this matter, my views on our company and it's integrity are well known, but in this instance,
someone of Manny's experience tells me something isn't quite right.

I own all of the above, they are merely my views.

Standby for the big announcement, only 2 business days plus a few hours prior to the AGM..I don't believe an announcement is coming,
just yet...let's wait and see 🙃😉

Evening from Perth...Tech
 
  • Like
  • Thinking
  • Sad
Reactions: 30 users

Learning

Learning to the Top 🕵‍♂️
Thanks Mt09,

Teksun, has been busy having they;

Yesterday announcement was; "driver monitoring applications, face detection with occupancy detection and gesture gamification."

Today announcement: state-of-the-art designed for continuous monitoring of restricted areas.

Teksun formally joined Braichip Ecosystem on the 1st March 2023. Just about 2 half months ago. And this is where they are at with Akida.

Just imagine what other projects are in the pipeline with Teksun's 300 engineers staffs are working on 🥳.

"Exciting time" ahead I think.

Screenshot_20230518_231821_Chrome.jpg


Learning 🏖
 
  • Like
  • Fire
  • Love
Reactions: 51 users
I fully understand how the options that were issued back in 2017 would "normally" have been played out by the recipient, we are talking
about a very well heeled, well educated corporate figure, who would have received options from his other Board, Management positions
over many years, he knew the procedure, the tax implications being a US citizen, no question about it.

5 years to exercise options, any amount of the 8,000,000 gifted to him over that period, but he chose not to, and that's the question I'm
not satisfied I have the full story, hence I'm comfortable voting No.

I fully respect other individuals views on this matter, my views on our company and it's integrity are well known, but in this instance,
someone of Manny's experience tells me something isn't quite right.

I own all of the above, they are merely my views.

Standby for the big announcement, only 2 business days plus a few hours prior to the AGM..I don't believe an announcement is coming,
just yet...let's wait and see 🙃😉

Evening from Perth...Tech

As I've also raised this issue before, the root of the problem is lack of communication from the company. Even when someone from the forum emailed Tony (?) seeking clarification, he / she was directed back to the announcement which lacked sufficient detail in the first place. Surely the Company could consult their lawyers and draft something more specific and convincing? Unless there is some dispute that they don't want publicised or due to the sizeable holdings of insiders and top shareholders perhaps they felt it unnecessary.

In any case I'm abstaining as it is too troublesome for foreign shareholders like me to be heard through the custodian.
 
  • Like
Reactions: 13 users

charles2

Regular
Well everything related to semiconductors is breaking out today in the US..AMD, NVDA, SOXX....not dogs like QCOM and SYNA and INTC.....but most others.

What does this mean for BRAINCHIP? Well money is moving in our direction and should precede the arrival of Godot. (Proves that I am still an optimist).

Being listed primarily on the ASX is a curse and having no legitimate brokerage backing just increases our isolation from the investment world. Like having an engineering degree from Trump University.
 
  • Like
  • Haha
  • Fire
Reactions: 19 users

cosors

👀
Warren Buffett has decided to get out of TSMC completely.


"Asked to explain his decision on an analyst call this month, the billionaire said: "I don't like its location, and I've reevaluated that."

"Despite the share sale, Buffett lauded TSMC as "one of the best-managed companies and [most] important companies in the world."

Looks like China has him spooked.
TSMC wants/will build plants in the US and Germany.
 
  • Like
  • Fire
Reactions: 13 users

Sirod69

bavarian girl ;-)

The same on Twitter with #BrainchipPartnership


 

Attachments

  • 1684437728978.png
    1684437728978.png
    261.8 KB · Views: 74
  • Like
  • Fire
  • Love
Reactions: 56 users

IloveLamp

Top 20
Could be........?


Screenshot_20230519_061941_LinkedIn.jpg
 
  • Like
  • Thinking
  • Fire
Reactions: 16 users

Mt09

Regular
  • Haha
  • Like
  • Sad
Reactions: 15 users
  • Like
  • Fire
Reactions: 10 users

mrgds

Regular
What’s the Tesla Chat GTP moment???

This year or maybe next year.


Musk is stating that when Tesla"s FSD becomes reality, it will be a "ChatGPT moment" meaning all of the world will be going WTF?
 
  • Like
Reactions: 4 users
Link below shows the phase 2 Quantum Ventura SBIR award. The abstract speaks of comparing Loihi 1 with Akida. Award start date was 2022 and end date 2024. With Quantum Ventura announcing partnership with Brainchip, does that mean they have already looked at the comparison and we kicked their arse.

https://www.sbir.gov/node/2285619

SC
 
  • Like
  • Fire
  • Love
Reactions: 50 users

Dhm

Regular
Link below shows the phase 2 Quantum Ventura SBIR award. The abstract speaks of comparing Loihi 1 with Akida. Award start date was 2022 and end date 2024. With Quantum Ventura announcing partnership with Brainchip, does that mean they have already looked at the comparison and we kicked their arse.

https://www.sbir.gov/node/2285619

SC
Well it makes sense to go with the most efficient product!
 
  • Like
  • Haha
  • Fire
Reactions: 25 users

JDelekto

Regular
Well it makes sense to go with the most efficient product!
It is worth repeating what the President and CEO of Quantum Ventura stated, which was quoted in the press release:

“Neuromorphic computing is an ideal technology for threat detection because of its small size and power, accuracy, and in particular, its ability to learn and adapt, since attackers are constantly changing their tactics” (emphasis mine).

Akida's one-shot (or multi-shot) learning allows it to train its model from the sensor data without connectivity to the cloud to get updates. This key feature allows BrainChip's technology to provide device customization (such as recognizing different users' faces and voices) or for Quantum Ventura, detect and classify new types of attacks. This feature is protected by BrainChip's patents.

Of course, for systems that can communicate wirelessly, those models can be used to train other intelligent devices that are also using BrainChip's technology, and I believe they have a patent for that as well.

Companies are going to start opening up their eyes to new ideas once companies that have adopted BrainChip begin to share their successes.
 
  • Like
  • Fire
  • Love
Reactions: 50 users

Xray1

Regular
I fully understand how the options that were issued back in 2017 would "normally" have been played out by the recipient, we are talking
about a very well heeled, well educated corporate figure, who would have received options from his other Board, Management positions
over many years, he knew the procedure, the tax implications being a US citizen, no question about it.

5 years to exercise options, any amount of the 8,000,000 gifted to him over that period, but he chose not to, and that's the question I'm
not satisfied I have the full story, hence I'm comfortable voting No.

I fully respect other individuals views on this matter, my views on our company and it's integrity are well known, but in this instance,
someone of Manny's experience tells me something isn't quite right.

I own all of the above, they are merely my views.

Standby for the big announcement, only 2 business days plus a few hours prior to the AGM..I don't believe an announcement is coming,
just yet...let's wait and see 🙃😉

Evening from Perth...Tech
Tech.... Personally, I'm not expecting any Co Announcements before this Co's AGM next week, especially given imo the Co's " Cone of Silence " past experiences.

I am also of the opinion and concern, that this AGM might just turn out to be a rehash of a recently released podcast in April 2023, which covered the following:

" In this inaugural episode, BrainChip’s CEO Sean Hehir and Director of Global Investor Relations Tony Dawe compare the original Akida and the 2nd Generation platform, discuss the company’s business model and engagement cycle, and share a bit about what investors stand to gain as part of the BrainChip ecosystem. Ultimately, Akida’s ease of use, ultra-low power consumption, and performance are taking BrainChip technology to the next level, providing a sweet spot for investors in this massive and still rapidly expanding market. "

Well let's just wait and see what actually transpires at this AGM and see if any substantial information will be forthcoming ..... I personally am looking forward to the Q & A's session from attendee share holders.
 
  • Like
  • Thinking
Reactions: 6 users

Esq.111

Fascinatingly Intuitive.
Good Morning Chippers,

It's probably just me...... but I'm getting the feeling we may see some EXPLOSIVE share price appreciation today.

😊.

ACUDA BALLISTA.

Regards ,
Esq.
 
  • Like
  • Love
  • Fire
Reactions: 57 users
Top Bottom