BRN Discussion Ongoing

Vladsblood

Regular
Does it mean prophesse approached Qualcomm after they were convinced about a complete solution with help of akida.
That will also mean prophesse can partner with Qualcomm and akida is also in picture even when partnership is between prophesse and Qualcomm.
Dyor
Certainly on the table now as more fodder for the AGM me thinks. Vlad.
 
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Vladsblood

Regular
Good morning all,

On reading a number of reply posts to the Funks earlier post regarding email correspondence with Tony, lets please just shut down
this subject.

Tony is highly educated in Corporate procedures, enjoys working for the company and knows the damaging consequences of straying
for his job description, yes he is obliged to answer all and any questions, despite the frustration of having to repeat himself, having to
cop totally unjustified, disrespectful abuse from individuals whom think that Tony is the companies punching bag when things appear
on the surface to not being going the way that they as shareholders believe is in the best interests of the company as a whole.

If, what the Funk has stated in his initial post, I'm 100% sure Tony was just offering a reassuring response, nothing more than that.

Whether in the past the odd comment has slipped through to the keeper is open for debate, but I can personally reassure you all that our company has tightened up on all Corporate procedures, and practices so as not to expose our company to any action that may totally derail us at this most critical point in our journey.

Integrity resides within the walls of Brainchip Holdings Ltd.

Purely my own views on the subject, have a pleasant Sunday.....Texta 🙃;)
Yes for sure Tech, Tony does cop a lot of repeat abuse and in my opinion he well and truly deserves his paycheck for both protecting our Company and calming the nervous nellies too! Vlad.
 
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Deleted member 118

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Boab

I wish I could paint like Vincent
Hence my previous post which I will repeat.
I have been involved in a number of direct emails with Tony and I hate to repeat myself but this is basically what I got....................


Your board and CEO are doing a great job...........................................Our board and CEO are doing a great job.
You don't need to see any ASX announcements................................We don't need to see any ASX announcements.
You must reward the board with share placements..........................We must reward the board with share placements.
Nothing to see here, move on....................................................................Nothing to see here, let's move on.
I can't agree with you here unless I see the full Q & A.
 
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equanimous

Norse clairvoyant shapeshifter goddess
There is an AGM on Tuesday and people are bickering behind peoples backs.

Ask the questions face to face.

This merry go round of I dont like the answers im getting or the company should run the way I want it to run is childish.

How many times have we been discussing these.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
A new post with a video on Markus Shaefer's LinkedIn.

I'm thinking it must involve our technology because of the emphasis on intuition, perception and real-time prediction.


Screen Shot 2023-05-21 at 2.27.28 pm.png





Coach for Efficient Driving: Tech Views in the VISION EQXX​

Markus Schäfer

Markus Schäfer

Member of the Board of Management of Mercedes-Benz Group AG, Chief Technology Officer, Development & Procurement
16 articles Following
May 5, 2023
The VISION EQXX is the most efficient Mercedes-Benz ever built. It proved this last year with not one but two road trips, from our Sindelfingen and Untertürkheim to Cassis in the South of France and the legendary Silverstone racetrack in the UK. On those journeys, it covered 1,008 and 1,202 kilometres respectively on a single battery charge under real-life traffic conditions.
However, no matter how good the car, its efficiency on the road is ultimately in the hands (and feet) of the person behind the wheel. The good news is that the technology in the VISION EQXX can help any driver make the most of its outstanding efficiency. Two important displays clearly and intuitively show the driver how to conserve the most power while on the road.
Es wurde kein Alt-Text für dieses Bild angegeben.

The VISION EQXX features multiple systems designed to help drivers get the most out of a battery charge. One of them, called Tech Views, is a display system that continuously reports to the driver how much energy is being used and generated.
Two additional displays represent advanced versions of features that have already been proven in our production vehicles. They broaden the horizon, so to speak, of VISION EQXX drivers by supplying them with information on external conditions that they may not be able to perceive directly. The amazing thing is that it does this in real time, while simultaneously predicting what conditions the driver might face further down the road.
Moon Guidance says, "Drive faster" or "Drive slower"
When the moon rises on the VISION EQXX, the driver may not necessarily see it in the sky. However, they can find it in the instrument cluster – depicting it in the midst of a lunar eclipse.
A feature called Moon Guidance uses the position of Earth’s satellite as it emerges from our planet’s shadow to indicate whether the driver should speed up or slow down in order to optimise energy consumption. If the driver wishes, they can supplement the feature with an audio signal from the speakers in the seats.
The VISION EQXX's range assistant computes the speed for ideal power consumption. It does so by constantly weighing the variables of efficient speed, current speed limit and maximum speed against one another. It also incorporates parameters such as wind resistance, rolling resistance and weather conditions into its calculations. From that, it determines whether the driver can reach the destination entered into the navigation system at the current speed without falling below the desired battery charge level.
The images on the display look like this:
Es wurde kein Alt-Text für dieses Bild angegeben.

Standard image

Es wurde kein Alt-Text für dieses Bild angegeben.

Moonlight at the top: "You can drive faster.":

Es wurde kein Alt-Text für dieses Bild angegeben.

Moonlight at the bottom: "You should drive slower to reach your destination on a single charge."

Es wurde kein Alt-Text für dieses Bild angegeben.

Red lunar eclipse: "You may accelerate the VISION EQXX, although that will impact consumption. If you want to drive efficiently, the use of colour in the display will help you accelerate perfectly."
Driving predictively and efficiently
ECO Assist, a feature known from other production vehicles, also helps with efficient operation of the vehicle. ECO Assist takes the destination entered into the navigation system and the map data for the stretch of road ahead and prepares it to perform its next manoeuvre as energy efficiently as possible. With the aid of map data, the VISION EQXX can "see into the future", which helps with its predictive driving capabilities.
In the background, ECO Assist is constantly simulating possible scenarios. It calculates whether the ideal course of action is for the car to enter gliding mode with as little resistance as possible or to decelerate and recover energy for the battery. This is accomplished by displaying the instruction "Remove foot from pedal" on the instrument cluster at the right moment and – in addition to the visual cue – emitting an audio signal through the speakers in the seat.
Es wurde kein Alt-Text für dieses Bild angegeben.

"You need to drive more slowly soon. If you take your foot off the pedal now, the VISION EQXX will decelerate appropriately for the road ahead such as a steep downhill slope, roundabout or change in speed limit."
The design incorporates a new idea called ECO Pins. ECO Assist reads bends, roundabouts, slopes and intersections from the map data and shows the prominent features on the display. This helps prevent the driver from accelerating unnecessarily or braking too late.
Es wurde kein Alt-Text für dieses Bild angegeben.

ECO Pin: "Speed limit ahead."
Although, with a range of over 1,000 kilometres, the VISION EQXX has considerable endurance, the constant data transfer with the cloud ensures it reaches the entered destination with the desired reserve battery charge.
Report this

Published by​

Markus Schäfer
Markus Schäfer
Member of the Board of Management of Mercedes-Benz Group AG, Chief Technology Officer, Development & Procurement
Published • 2w
16 articlesFollowing
Speed up or slow down – what’s the best way to maximise #electric range? It’s not always easy to judge from the driving seat. This is where our #VISIONEQXX technology programme continues to deliver valuable insights for future series-production applications. Its systems provide the driver with support… guided by the moon 🌕. ▶️ Find out more in my latest article:

 

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Slade

Top 20
Looking forward to what I think will be another positive week and a great 6 months ahead. When I look at everything that has happened over the past 12 months I can see that the BrainChip team has had an amazing year. I have no doubt in my mind that long term shareholders will soon be reaping the rewards of the teams hard work. Right technology, at the right time, led by a dynamic team. So many ducks lined up and ready to fall. My congratulations go out to all BrainChip staff. Especially wishing the USA contingent a successful Australian trip and looking forward to hearing what they have to say at the AGM.

I accept the view of those that would like to see more of Brainchip’s progress being announced on the ASX and I hope management will adequately address this issue at the AGM, although it’s not something that I’m personally stressed out about .

I am sure we will see some good questions from some genuine shareholders and I will be listening carefully to the teams responses. I want thank those shareholders ahead of time for asking their questions.

I believe that BrainChip’s partnerships with Renesas, MegaChips, and now Teksun will lead to the start of a long stream of revenue for BrainChip this year. Just my opinion of course.

Can’t wait for this week! Looking forward to the next 6 months.
 
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AusEire

Founding Member. It's ok to say No to Dot Joining
Hi all

If you're coming to the AGM send me a DM on here. See if we can get a few together for a coffee or something stronger if that's your thing beforehand 😄
 
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On Tuesday I hope to join other shareholders and attend the AGM of BRN as I did last year.



In the intervening 12 months the market value of our BRN investments has declined $0.68c from $1.15 to 47c per share., a drop of 60%.



To get back to where we were 12 month ago, the current share price will have to bounce by 150%, a considerable ask. A rise of over 300% would be needed to take us back to the heights of early 2022.



If I had sold 1000 shares ago 12 months ago for $1150, I could have brought back 2446 shares at Fridays closing price. When this parcel of shares recovers to last years AGM price it would have a market value of $$2812, The gain/loss of $1662 for the sale of 1000 shares represents the opportunity cost of holding on to my shares and not trading them.



Unlike what is often suggested on this forum, the responsibility for this decline in portfolio value is mine, not the Companies. I was not clever enough to trade my shares. I chose not to take the advice of “down rampers” or the much maligned shorter”. I read TSE and comfort my self that I am an investor, not a share trader, but that has come at a financial cost.



So what do I expect at the AGM?



I would like to hear a clear roadmap of how the company plans to execute and achieve commercialisation.



I do not believe it is sufficient for the company to simply repeat their confident assertion made (unchanged) in the last two quarterly updates, namely:



in the coming (months) the Company will focus on key sales targets and converting technical evaluations into paid licences. 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”.





It would be an insult to “loyal shareholders” to offer no further information or comfort than this to long term shareholders.



We need to understand why paid licences and IP fees have not materialised in the promised way.

We need some comfort that partners/enablers/facilitators are going to part out some hard cash shortly. Or does Akida merely remain the enthusiastic plaything of researchers and technophiles and is not a commercial proposition.



Sure there have been economic headwinds, and Akida technology is revolutionary. However “sales will explode” and “watch the financials” have a hollow ring at the moment.



In the past the Board and Management have shown a commendable willingness and ability to shift strategy and respond to the needs of Akida customers. However the responsibility of the Board and Management is to put in place and execute a successful strategy to bring Akida to the market and to achieve sales.



Hopefully we will be surprised at the AGM.



I am looking forward to receiving from the Board and Management a clear explanation, more information and a executable plan of how commercialisation is to be achieved and delivered to the patient/committed investor shareholders, or are we to remain the plaything of traders?





As always, just my opinion.

OutbackJohn
 
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jtardif999

Regular
I find it totally inappropiate and unwarranted that TD as the Co's appointed Communication Officer is not prepared to have his open communications/responses with a shareholder on Co issues openly disclosed to other shareholder members thus once again demonstrating the Co's ongoing " Cone of Silence" mentality ............. shame and disappointment upon you TD
You don’t know what it was that may have been private about the conversation.
 
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Getupthere

Regular
Partnerships are great for your partners to play around with till the next best tech come along, then they play with them.

We have been commercially available for over 2 years and have 2 IP deals to show for.

We have gone from making chips to the easy option of selling IP.

Selling IP is easier with higher profit margin however you are not developing and releasing products on your time but on other companies time.

Our window of opportunity is now and ends by years end.

I personally believe our company is done If we can’t convert More IP deals.

Blink and Other technologies will overtake us.

Don’t be fooled by share price increase on Monday, ask the hard questions on Tuesday.
 
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HopalongPetrovski

I'm Spartacus!
Neither our Company, its Board, nor its management, (or any other Company or individual) can predict or manifest the future with anything like the certainty of hindsight that is oft displayed here. Get a grip people.

Pete VDM (with help), has had a pretty good shot at dreaming up and bringing into being a version of the future which seems to have wings and seems to be finding a willing niche, and the Companies strategy (since the leadership of Sean), is in developing partnerships with players big and small in an effort to establish and embed ourselves within the nascent but growing eco system which is being created as we speak.

The Company is doing what it can to speed up this process but what it can do is limited by the macro system within which we all operate.

The "sales will explode"and "watch the financials" statements oft quoted here with much indignation and huffing and puffing may well have been premature or unfortunately delayed, and I guess each investors take on that is a value judgement that we each need to make for ourselves.

I, like others here, who may have wished for more traction and sales already, now see that a longer runway is required.

Whilst it would be nice to get some further insight from the Company on Tuesday regarding these timelines, please recognise that forecasts are subject to amendment as circumstances change, and should not be taken as law written in stone.
 
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Rskiff

Regular
Neither our Company, its Board, nor its management, (or any other Company or individual) can predict or manifest the future with anything like the certainty of hindsight that is oft displayed here. Get a grip people.

Pete VDM (with help), has had a pretty good shot at dreaming up and bringing into being a version of the future which seems to have wings and seems to be finding a willing niche, and the Companies strategy (since the leadership of Sean), is in developing partnerships with players big and small in an effort to establish and embed ourselves within the nascent but growing eco system which is being created as we speak.

The Company is doing what it can to speed up this process but what it can do is limited by the macro system within which we all operate.

The "sales will explode"and "watch the financials" statements oft quoted here with much indignation and huffing and puffing may well have been premature or unfortunately delayed, and I guess each investors take on that is a value judgement that we each need to make for ourselves.

I, like others here, who may have wished for more traction and sales already, now see that a longer runway is required.

Whilst it would be nice to get some further insight from the Company on Tuesday regarding these timelines, please recognise that forecasts are subject to amendment as circumstances change, and should not be taken as law written in stone.
I also think that some of the delay in signing up further customers could be attributed to the Osborne Effect. https://en.wikipedia.org/wiki/Osborne_effect#cite_note-hyper-1. IMO
 
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HopalongPetrovski

I'm Spartacus!
Needs to be a very long runway
It’ll be about as long as that piece of string everyone is always talking about 🤣
 
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TheFunkMachine

seeds have the potential to become trees.
I am glad you have chosen to honour his request.
Perhaps if you had stated up front in your initial inquiry that you wished to publish his response in a public forum such as this he may have phrased his reply to you in a more formal mode that he would have been more comfortable seeing shared?
I don't know of course, purely spitballing here. 🤣
Yes, it is something I have thought about and will do that next time. I think you are spot on. However If I was in his position I wouldn’t have written to some random share holder something I was afraid coming to light in a share forum. Anyways. Moving on. All is well
 
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AusEire

Founding Member. It's ok to say No to Dot Joining
Blink and Other technologies will overtake us.
Could you point me to the other technologies that will overtake us?

I'm not being cocky, condescending or anything like that but I do a hell of a lot of reading on the AI space and I may have missed an emerging tech that will overtake us.

I'm also using quotes from those within that say they are 3yrs ahead of their nearest competition. Now I'd be pretty confident that they are very aware of what's out there and wouldn't make such statements knowing that the Akida tech could suddenly be behind the 8ball.

AusEire
 
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rgupta

Regular
On Tuesday I hope to join other shareholders and attend the AGM of BRN as I did last year.



In the intervening 12 months the market value of our BRN investments has declined $0.68c from $1.15 to 47c per share., a drop of 60%.



To get back to where we were 12 month ago, the current share price will have to bounce by 150%, a considerable ask. A rise of over 300% would be needed to take us back to the heights of early 2022.



If I had sold 1000 shares ago 12 months ago for $1150, I could have brought back 2446 shares at Fridays closing price. When this parcel of shares recovers to last years AGM price it would have a market value of $$2812, The gain/loss of $1662 for the sale of 1000 shares represents the opportunity cost of holding on to my shares and not trading them.



Unlike what is often suggested on this forum, the responsibility for this decline in portfolio value is mine, not the Companies. I was not clever enough to trade my shares. I chose not to take the advice of “down rampers” or the much maligned shorter”. I read TSE and comfort my self that I am an investor, not a share trader, but that has come at a financial cost.



So what do I expect at the AGM?



I would like to hear a clear roadmap of how the company plans to execute and achieve commercialisation.



I do not believe it is sufficient for the company to simply repeat their confident assertion made (unchanged) in the last two quarterly updates, namely:



in the coming (months) the Company will focus on key sales targets and converting technical evaluations into paid licences. 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”.





It would be an insult to “loyal shareholders” to offer no further information or comfort than this to long term shareholders.



We need to understand why paid licences and IP fees have not materialised in the promised way.

We need some comfort that partners/enablers/facilitators are going to part out some hard cash shortly. Or does Akida merely remain the enthusiastic plaything of researchers and technophiles and is not a commercial proposition.



Sure there have been economic headwinds, and Akida technology is revolutionary. However “sales will explode” and “watch the financials” have a hollow ring at the moment.



In the past the Board and Management have shown a commendable willingness and ability to shift strategy and respond to the needs of Akida customers. However the responsibility of the Board and Management is to put in place and execute a successful strategy to bring Akida to the market and to achieve sales.



Hopefully we will be surprised at the AGM.



I am looking forward to receiving from the Board and Management a clear explanation, more information and a executable plan of how commercialisation is to be achieved and delivered to the patient/committed investor shareholders, or are we to remain the plaything of traders?





As always, just my opinion.

OutbackJohn
There are a lot of areas beyond anyone control and SP is one of them. Technically we share holders own the company and we are free to buy or sell shares of any company. But we don't change management every day and reason being management is responsible for all the decisions.
Management take its decision based on best interest of company and best interest is based on long term share holder interest. Company and management were not responsible when share goes up to 2.38 and they are not responsible when it comes down to 35 cents.
Market make its own choices.
I am not finding any broken promise from management and that means cannot make management responsible for present SP.
Dyor
 
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Like probs plenty of others, I get a daily and weekend market wrap email from Market Index.

Great for summary of what's going on and other bits of news.

Arguably, there's probs been a few false dawns over the past couple of years but are we seeing the real AI dawn just peeking above the horizon?

Snip of recent qtrly calls in the S&P 500.


7. Short Bites
  • Artificial intelligence was referenced over 1000 times in the latest round of quarterly conference calls from S&P 500 companies, according to Bloomberg.


 
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