BRN Discussion Ongoing

[chapman89]

chappy89,

You would know more than me so correct me I'm wrong.

The thing with Megachips, as I see it, is that they may have signed licenses with other parties, but we will never know until money rolls in. So, who knows. Maybe there are licenses to use our IP but it is not going to be known unless Megachips tell the world. The thing is companies don't usually spruke the companies they use in their products, just put their name on it. For example, if Nintendo were using BRN product through Megachips we may never know, as it may be considered commercial in confidence by Nintendo and that would be that. The money would just appear in Quarterly. I would be very interested to keep an eye on the next Nintendo product release.

SC

Well yes, megachips don’t have to tell us who they’re working with in integrating akida into applications.

It was a couple quarters ago but we received an extra $2.4 million or so from megachips, now where did that come from? Because they didn’t owe that much.

The fact that Megachips played a key role in the making of akd1500 with the back end design would suggest that megachips been working with one or more of their customers and have already designed and have already received reference chips back from Brainchip and Global Foundries and will now do further testing.

 

[HopalongPetrovski]

Anyone got any clue what caused the all ords to spike up at 11 am?

 

[HopalongPetrovski]

Anyone got any clue what caused the all ords to spike up at 11 am?

Maybe in response to this?......

House Passes Debt Limit Bill in Bipartisan Vote to Avert Default​ ​

The House pushed through legislation to suspend the debt ceiling for two years and set federal spending limits, as a bipartisan coalition lined up to cast a critical vote to pull the nation back from the brink of economic catastrophe.​

 

[Esq.111]

Anyone got any clue what caused the all ords to spike up at 11 am?

Morning HopalongPetrovski,

May be something to do with the US debt ceiling mooving through the House.
I have not looked but read a article this morning thay were working through it late , which would line up .

Or it was the little buy order I popped through.

.

Regards,
Esq.

 

[HopalongPetrovski]

Morning HopalongPetrovski,

May be something to do with the US debt ceiling mooving through the House.
I have not looked but read a article this morning thay were working through it late , which would line up .

Or it was the little buy order I popped through.

.

Regards,
Esq.

I think you and I should marry.

 

[Cardpro]

If I have to label every single achievement made in the last 12 months ranging from ecosystem, new chips being taped out, recognition from industry and much more, then some shareholders have tunnel vision.

Not 1 single person is happy that there hasn’t been a single license sold since November of 2021. But it’s also pretty clear that customers that they’ve been engaged with are waiting for 2.0 due to the adjustments and tweaks made at the customers request.
Now should we blame Peter and Anil for making a product (akida1000) for only a few products? Or should we take onboard what our engagements and customers are saying so it’s tailored to their applications.

At the AGM Sean said (or Antonio) that they don’t just announce every NDA/partnership because not every partnership may lead to anything commercial. Now does that not mean that the partnerships that they do announce through social media mean that we can take that as an almost gold plated guarantee that those partnerships announced will lead to something commercial/material?? That’s the way I see it.

Call me naive but that’s the way I see it.
You only have to read the wording on all the partnerships announced. They all basically say “they will design & integrate akida into products”

I remember reaching out to Prophesee CEO a few months ago, I asked him what are the differences between a demo partner and a technology partner, his response back to me shocked me. He responded with saying he is “looking forward to turning it into a commercial one” (with Brainchip)

Most of the announced partnerships are with relatively small companies... I thought they meant that they couldn't announce it on the market as the partnership doesn't really carry a monetary value...

Also, I thought they’ve been saying that mutiple EAPs were engaged and provided great feedbacks when we shared the prototypes, etc. But now they are saying it's not good enough and we need 2.0, how are they sure this time? Perhaps we need 3.0 or 20282874.0 to land a freaking IP contract...

I get that 2022 was a big year but the fact that we landed 0 contract is very disappointing... especially given we've landed two previously...

 

[Mugatu]

COMPUTEX 2023 Qualcomm Keynote

Qualcomm KeynoteAlex Katouzian ｜SVP & GM, Mobile, Compute, & XR (MCX) Alex Katouzian currently serves as Senior Vice President and General Manager of the Mo...

www.youtube.com

 

[Space Cadet]

I have it on good word that Nintendo aren’t using our IP yet.

I used that as an example because they are a known customer of Megachips. I still think it would be wise to keep watching them though.

SC

 

[HopalongPetrovski]

Most of the announced partnerships are with relatively small companies... I thought they meant that they couldn't announce it on the market as the partnership doesn't really carry a monetary value...

Also, I thought they’ve been saying that mutiple EAPs were engaged and provided great feedbacks when we shared the prototypes, etc. But now they are saying it's not good enough and we need 2.0, how are they sure this time? Perhaps we need 3.0 or 20282874.0 to land a freaking IP contract...

I get that 2022 was a big year but the fact that we landed 0 contract is very disappointing... especially given we've landed two previously...

I think this is a pretty good practical example of why Sean is reluctant to provide revenue projections at this stage.
He said something to the effect that until they were getting regular income over a few periods (established a cadence) it was almost impossible to provide forecasts. Or to use his previous vernacular.....revenue is likely to be lumpy.
Whilst we'd all like to be further down the road with this, it is what it is.

 

[manny100]

They will never become an IP License holder, it was originally thought that a chip, as in, Akida 1000 would/could be embedded in a
handheld device, I personally believe that Hossam Haick is a career research academic, Nanose Medical and the Chinese research (there's
that word again) teams they work alongside will never achieve market commercialization, how many products to date have been realized
by direct involvement with Hossam Haick ?

5 years from now will a product actually enter the marketplace, I just wonder.

Tech just airing his views on the above topic, never right or wrong.

Imagion Biosystems are about to commence 2nd stage testing on nanoparticles that stick to certain cancers only and can be highlighted via standard MRI. Saves on biopsies.
They want to develop a hand held for doctors at a later stage which AKIDA would be perfect for.
The above is only an example. There will be plenty of these types of medical uses going forward.
The only risk i see with BRN is that we can get set with revenue and contracts before the others in research catch up. We have a 2 years plus head start and we should start to see revenue next year.

 

[TopCat]

Another new post from Inivation regarding Aeveon. Again no mention of Synsense and again Synsense not advertising it. If they are not using Brainchip, who are they using?

 

[supersonic001]

100% correct.

Let’s get rid of Antonio who was President and EVP of Commercial and Global development, Global Director of the ARM Foundry Program, and Executive VP of Worldwide Sales. Mr. Viana and looked after multi billion dollar contracts.

Let’s get rid of Duy Loan Le who worked at Texas Instruments for 35 years and was a senior fellow.

Let’s get rid of Nandan who also worked at ARM for a long time and most recently at a trillion dollar company AMAZON and was in charge of the adoption and roll out of Hey Alexa.

Let’s get rid of Rob Telson who was a Senior Director at Synopsys & also at ARM for 11 years as Global VP of Foundry Sales, also VP of Sales.

Let’s get rid of Sean Hehir who is a Silicon Valley Board Member and also at HP as VP of Strategic Allicances, VP of Microsoft Strategic Alliance, VP of Cisco Strategic Alliance, VP of Accenture Strategic Alliance.

Let’s get rid of Todd Vierra who was Director Field Sales Engineers at ARM for 14 years.

Let’s get rid of Chris Stephens who was at Syntiant as VP of Sales and sold edge devices.

Let’s get rid of everybody at Brainchip who works there, we need a complete reshuffle of our sales, board and management and let’s hire people who have just came out of uni, who have never sold any IP/chips in their life, who haven’t built up any professional relationships throughout the years, have no idea about the importance of an ecosystem , despite the fact that every semiconductor company has an ecosystem.

Let’s try hire people who have experience in AI and neuromorphic…..oh wait, they don’t exist because Brainchip is THE WORLDS FIRST.

Antonio said at the AGM that the pool of people is already so small within the AI space, so it’s hard enough to get people let alone the area where Brainchip occupy.

I am 100% confident paying the staff we have with bonuses.

Does anybody think Nanden or Rob or any others need to work at Brainchip with their experience? They can go and get a job with one of the top companies and have a cushy job, but they’re here at Brainchip because they’ve seen under the hood and are passionate and excited and motivated and see the potential, and want to be a part of something truly disruptive.

See what would happen is, people vote to not pay people what they’re worth, then let’s say Nanden and Chris stephens and Sean leave, and we adopt the notion of paying bonuses until after something material has surfaced to shareholders, then share price goes down even further because we don’t retain the amazing staff we have who are literally the best of the best, then people will complain that they haven’t achieved anything.

I fail to see why people cannot see the bigger picture. Brainchip is a global company competing in a global space, we need to keep up with the big boys.

100% agree !!

as stated, this is the WORLDS FIRST in this arena, you don't need to be a BIG fish to crack the code here from what we see.....

it just seems to get a lot more sway and exposure coming from a BIG Brand, people listen..... think about this in context......

its hard being a LEADER !!

 

[skutza]

If I have to label every single achievement made in the last 12 months ranging from ecosystem, new chips being taped out, recognition from industry and much more, then some shareholders have tunnel vision.

Not 1 single person is happy that there hasn’t been a single license sold since November of 2021. But it’s also pretty clear that customers that they’ve been engaged with are waiting for 2.0 due to the adjustments and tweaks made at the customers request.
Now should we blame Peter and Anil for making a product (akida1000) for only a few products? Or should we take onboard what our engagements and customers are saying so it’s tailored to their applications.

At the AGM Sean said (or Antonio) that they don’t just announce every NDA/partnership because not every partnership may lead to anything commercial. Now does that not mean that the partnerships that they do announce through social media mean that we can take that as an almost gold plated guarantee that those partnerships announced will lead to something commercial/material?? That’s the way I see it.

Call me naive but that’s the way I see it.
You only have to read the wording on all the partnerships announced. They all basically say “they will design & integrate akida into products”

I remember reaching out to Prophesee CEO a few months ago, I asked him what are the differences between a demo partner and a technology partner, his response back to me shocked me. He responded with saying he is “looking forward to turning it into a commercial one” (with Brainchip)

I understand where everyone is coming from with this. pros and cons are certainly there. But IMO if you sign on to a start up (not a big global company) then you have signed up for a reason. If the reason is to get free shares for doing what you're paid for, then......

I'm sure that when Sean and the rest signed up the agreement was you'll get X,Y and if the shareholders are happy with your performance them you'll get Z. It's all there and that is what they all agreed upon. The BOD themselves said they are disappointed with the way things have gone. The market isn't great for us? okay no problem we'll stick with it, but if the performance isn't there, then Z is not paid.

I'm happy with BRN and hopefully we'll see some real inroads before the next AGM and those performance shares are earned. We'll all be happy. We didn't vote down shares that were agreed upon as part of their salary, it was shares for extra performance. I'm sure that the sales and marketing team will also have bonuses for performance goals, but if they're not met then I doubt that they'll say, well, you've worked hard, we'll pay you the bonuses for your efforts.

But alas there is always 2 sides to a coin. This is just my thoughts, it seems the shareholders are split on this one. Maybe soon we'll have something else to bitch about .....

 

[Bravo]

For those highlighting perceived mistakes and changes in direction from our management, this is a great read from the CEO of the world's most valuable listed semi-conductor company, about how a rocky road is usually encountered in the journey to success.


"At Nvidia, I experienced failures...Great big ones. All humiliating and embarrassing. Some of them nearly doomed us". Jensen Huang - CEO Nvidia

 

[Damo4]

Most of the announced partnerships are with relatively small companies... I thought they meant that they couldn't announce it on the market as the partnership doesn't really carry a monetary value...

Also, I thought they’ve been saying that mutiple EAPs were engaged and provided great feedbacks when we shared the prototypes, etc. But now they are saying it's not good enough and we need 2.0, how are they sure this time? Perhaps we need 3.0 or 20282874.0 to land a freaking IP contract...

I get that 2022 was a big year but the fact that we landed 0 contract is very disappointing... especially given we've landed two previously...

Give it a rest mate.
We've covered the Gen1/Gen2 topic ad nauseum.

I'll say it 1 more time, Akida Gen1, is equivalent to the Akida-E release for Akida Gen2.
More specific use cases, higher efficiency, less coverage + being located closely to the sensor

Current Licensees for Akida1: 2 - (Megachips and Renesas), + many NDA's + all announced EAPs as Akida2 yet to be released
Current Licensees for Akida2: 0 - (Megachips involved in design and innovation, so IMO a license is expected)

Akida1 was not a failure, it's the only version we currently have revenue from.

 

[Bravo]

Ahhhhhh, Cerence. It won't be long now, I hope!

Cerence's "Immersive Companion" for in-car voice assistant is going to be rolled out sometime in FY23/24 and I personally can't wait to check all of the finer details.

Intriguingly, this Cerence Linkedin post was liked Heiner Kruessman CSO at Vivoka. We've partnered with Teksun and Vivoka partnered with Teksun recently too.

It's a veritable smorgasbord of dots.

Cerence Inc. on LinkedIn: Cerence Proactive AI Studio: Bringing New Proactive Use Cases to…

Voice assistants of the past have typically been known to be reactive: they respond when spoken to, waiting to hear their wake-up word spoken by the user…

www.linkedin.com

 

[IloveLamp]

 

[Diogenese]

'Crappy' rate of return for taxpayers on $5b fund​

https://www.msn.com/en-au/money/new...p&cvid=667373624207424dbc8aa0f8f58b7e60&ei=24

Taxpayers will get a "crappy" rate of return from a federal fund that is months away from investing in any Australian ideas, according to the coalition.

The May budget allocated an initial $5 billion to be invested by the new National Reconstruction Fund Corporation, which comes into existence mid-year.

The independent body will have an independent board that is yet to be appointed and an investment mandate that is yet to be finalised, a parliamentary committee has been told.

The actual rate of return has not been finalised, but the federal budget assumes earnings of $188.7 million on $5 billion.

Opposition finance spokeswoman Senator Jane Hume slammed the rate of return as being less than a term deposit, and lower than Australia's official cash rate.

"That looks like a pretty crappy rate of return to me," she told the senate estimates hearing on Thursday.


Senator Hume asked Assistant Minister for Manufacturing Tim Ayres if he was happy with that rate of return for taxpayers.

"Absolutely," he said.

Senator Ayres said the new fund would be an important means of working with the private sector and rebuilding manufacturing onshore in Australia.

There has been a range of special investment organisations across federal government for more than a decade, including the Clean Energy Finance Corporation that the latest federal body is modelled on.

Senator Ayres said good Australian research and commercialisation have gone offshore, and good jobs have been lost in the outer suburbs and regions.

"That has an impact on our capacity to deal with the big challenges of climate, security, of trying to push Australian exports up the value chain," he said.

"This fund is directed towards that work."

Australia is in fierce competition with the US and Europe for talent and investment as rival advanced economies roll out massive subsidies for low-carbon industries.



Now where could they park a billion or two for a few months to get a non-crappy return?

 

[Diogenese]

I know it's an Inivation camera and from memory SynSense involved with them.

Haven't dug too deep yet on the Thor project of which some recent details are below.

I did find that what appears to be the same camera is available with the details end of the post. Found it interesting that's it's designed to connect to neuromorphic hardware such as FPGA or Loihi.

Love to see how we'd go connected to it if not attempted already.

Edit. Forgot to add that we already know TCS also been working with Akida for weather / clouds via cubesats from memory.


HERE


U23-15873, updated on 31 May 2023

https://doi.org/10.5194/egusphere-egu23-15873

EGU General Assembly 2023
© Author(s) 2023. This work is distributed under the Creative Commons Attribution 4.0 License.
THOR-DAVIS: A neuromorphic camera to observe thunderstorms from inboard ISS.
Olivier Chanrion, Nicolas Pedersen, Andreas Stokholm, Benjamin Hauptmann, and Torsten Neubert
Technical University of Denmark, DTU Space, Denmark (olivier.chanrion@gmail.com)

The technical purpose of THOR-DAVIS is to test a new camera concept in space for observations of thunderclouds and their electrical activity at up to a resolution of 10 µs. The scientific purpose is to
conduct video camera observations of thunderclouds and their electrical activity.

The focus is on altitude-resolved measurements of activity at the top of the clouds and the stratosphere above.

The camera type is a so-called neuromorphic camera (or event camera) where pixels are read out asynchronously when the pixel illumination changes. The goal is to understand, under realistic
conditions, the use of such a camera for future use in space for observations of processes in severe electrical storms. The camera has a high temporal resolution 100.000 equivalent frame per
second and a huge dynamic range of about 120 dB and is particularly well suited for this kind of observations. The camera weights about 200g and consumes about 1.5A in operation and is
particularly well suited for space applications.

In this presentation we will give the status of the development of the THOR-DAVIS experiment to be conducted by the Danish astronaut Andreas Mogensen during his upcoming ESA mission
Huggin onboard the International Space Station (ISS). We’ll present the design of the payload based on a Davis 346 neuromorphic camera mounted on top of a Nikon D5 camera for handheld
operation. The 2 cameras are controlled by an AstroPi unit based on a Raspberry Pi computer board.

Finally, we’ll give preliminary results of laboratory measurements made with the flight model.

[New product release] DAVIS346 AER / DVXplorer S Duo-High-precision camera sensor | Information dissemination media for research and development TEGAKARI

Our overseas product procurement service Unipos handles the direct vision sensor series DAVIS / DVXplorer C from iniVation, Switzerland [...see next]

www.tegakari.net

[New product] DAVIS346 AER​

A model equipped with a connector for the AER (Address Event Representation) protocol in the popular DAVIS346.

Designed specifically for advanced neuromorphic hardware research, it allows direct interface to custom neuromorphic hardware such as FPGAs and Intel Loihi.

DAVIS346 AER Features​

• 180nm CIS technology DAVIS sensor prototype
• Simultaneous output of QVGA or higher (1 x 346) resolution events and frames from a single sensor (via USB)
• Event-only output via AER connector
• Event output provides up to 120dB dynamic range, <1us latency, 1us time resolution, and up to 1200 million events/second throughput
• 6-axis IMU, up to 8kHz sampling rate
• Less than 5mA power consumption with 180V supply
• Anodized aluminum case with CS lens mount, 4-sided mounting options, screw-lock USB port

About the AER protocol​

The AER protocol used a variable number of lines (buses) to transmit data and two lines (REQ and ACK) to synchronize the data at the sender and receiver asynchronously with a four-phase handshake. A simple protocol (also known as an asynchronous protocol).

DAVIS346 AER User Guide/Datasheet​

You can download the user guide (PDF) for DAVIS346 AER from the manufacturer page below.

Interesting thing about storm clouds and lightning. A decade or two ago, "sprites" were observed, being lightning strikes upwards from the clouds. I had long held an hypothesis that the energy for lightning came from the ionosphere, the clouds providing a short circuit or providing sufficient conductivity between the ionosphere and earth to bridge the spark gap.




Was Davis the original DVS which BrainChip tested several years ago?

 

[HopalongPetrovski]

Ahhhhhh, Cerence. It won't be long now, I hope!

Cerence's "Immersive Companion" for in-car voice assistant is going to be rolled out sometime in FY23/24 and I personally can't wait to check all of the finer details.

Intriguingly, this Cerence Linkedin post was liked Heiner Kruessman CSO at Vivoka. We've partnered with Teksun and Vivoka partnered with Teksun recently too.

It's a veritable smorgasbord of dots.


View attachment 37550





View attachment 37547

Cerence Inc. on LinkedIn: Cerence Proactive AI Studio: Bringing New Proactive Use Cases to…

Voice assistants of the past have typically been known to be reactive: they respond when spoken to, waiting to hear their wake-up word spoken by the user…

www.linkedin.com