BRN Discussion Ongoing

[supersonic001]

BrainChip on LinkedIn: BrainChip Chair Antonio J. Viana Addresses Investors in Two-Part Investor…

BrainChip Chair Antonio J. Viana Addresses Investors in Two-Part Investor Podcast - https://lnkd.in/g9d-c7DY #edgeAI #AI #neuromorphic #aritificialintelligence…

www.linkedin.com

 

[Cartagena]

Another article I found mentions ARM and how Akida "will be" paired with their processor to provide AI capability.
Based on what we know, this is the M85 Cortex.

The main part which really validates my investment and excites me is this:
In this case, MegaChips’ partner, BrainChip, is an example of an accelerator that would be combined with the existing embedded processors.

The AI ARM connection is real and happening. Our patience will be rewarded.

 

[Tothemoon24]

Dear Mr Sean Hehir

I’m not sure how things work in America

In Australia as children going to school we start our learnings doing finger painting , then we learn to use crayons for drawing & start to learn how to spell our names .

We then advance to using a pencil, once we reach a certain level we start to use what’s called a pen , we need to be advanced in this art form to achieve our pen licence.

If you’re unaware Mr Hehir a pen is used for very important documents, like witnessing the signing of contracts.
Please see the below artist impression of how to use such a tool

.

 

[Xray1]

Dear Mr Sean Hehir

I’m not sure how things work in America

In Australia as children going to school we start our learnings doing finger painting , then we learn to use crayons for drawing & start to learn how to spell our names .

We then advance to using a pencil, once we reach a certain level we start to use what’s called a pen , we need to be advanced in this art form to achieve our pen licence.

If you’re unaware Mr Hehir a pen is used for very important documents, like witnessing the signing of contracts.
Please see the below artist impression of how to use such a tool

.

What if he is left handed ??? !!!

 

[Esq.111]

Morning Xray1 ,

For what they are all receiving in salaries ect , I expect them to be extremely proficient with both hands.

Regards,
Esq

 

[Foxdog]

Antonio presents really well in the Part 1 podcast. Evidently very switched on. Looking forward to Part 2 when Gen2 will be discussed.

 

[TECH]

Well, our Podcast was delivered as per expected this week, with an added bonus (if you like) with another part next week.

Both Tony and Antonio spoke very clearly, Antonio was his usual thoughtful self, keeping things in prospective, what I'd call,
stating our current position in an honest controlled manner, no fluff, and that's what I like.

He backed up Sean's comment/s with regard "our engagement level and quality have improved radically"
I'd listen to the Podcast again between 16m 30s and 18m 39s.

He has nailed it very clearly as to why a number of shareholders keep asking why, why, why....listen carefully as I believe
that he explained it beautifully.

The long game, despite being a little longer than I had personally planned for.

Tech

 

[Diogenese]

Dear Mr Sean Hehir

I’m not sure how things work in America

In Australia as children going to school we start our learnings doing finger painting , then we learn to use crayons for drawing & start to learn how to spell our names .

We then advance to using a pencil, once we reach a certain level we start to use what’s called a pen , we need to be advanced in this art form to achieve our pen licence.

If you’re unaware Mr Hehir a pen is used for very important documents, like witnessing the signing of contracts.
Please see the below artist impression of how to use such a tool

.

Punctuation - full stop after final "use", exclamation mark after "tool".

 

[Home101]

Honestly speaking, the commercial progress has been slower than i expected. I expect things to change once Gen 2 is available in September.
When i started investing in the company, i started with a target to accumulate 50k shares. I kept accumulating slowly at every opportunity. The average is higher than what i would like it to be but with my buy today of another $5k at .34, i have taken my holdings to 201k shares. I am now waiting patiently for the better days to come. Go BRN

 

[MDhere]

Cleverly crafted CNN @chapman89 and fellow Brners

NNTrak: A Neural Network Approach Towards Calculating Air-Writing Trajectories in Real-Time with a Smartwatch

Tracking arm motion in real-time with wearables like smartwatches has proved to be a challenging task. Ex-isting approaches either require additional sensing modality affecting ubiquity, and/or are not efficient enough for real-time tracking, especially on low-power embedded devices with limited...

ieeexplore.ieee.org

 

[Bravo]

Cruise isn't having such a good time of it as late. The results of this accident are pretty concrete.

Driverless Car Gets Stuck in Wet Concrete in San Francisco (Published 2023)

Though driverless cars have not been blamed for any serious injuries or crashes in the city, they have been involved in several jarring episodes.

www.nytimes.com

 

[Fastback6666]

Yes that's something a lot of people don't realise. Akida 2.0 might already factored in the current declining SP.
We are just waiting for commercial agreements - which generally take months or years after testing and further changes/upgrades to Akida 2.0 before signing any agreement.

For sure, most of the Akida 2.0 release is known and factored- you can get a short term pump in the SP over the company news of 2.0 released but until there is a larger and consistent revenue stream confirmed in a deal/contract or seen in the quarterly, then our price is probably not going to move a great deal.

Another thing that has damaged the SP is the general sell off in the sharemarket of riskier tech stocks. I mean risky as in: they have not achieve Cash flow positive territory and established themselves as money maker. General market sentiment to risk stocks can change in the future and have the ability for insto’s to start buying into risk stocks in bulk again, but this will still take time/years to get out of this risk adverse market sentiment.

While high interest is in place the insto’s will just make easy money on high interest bonds and other large profit making companies. Too easy for them and no need to buy risk stocks.

More waiting in many ways for us unfortunately.

 

[GazDix]

Not too much to get excited these days, but here is a bit of speculation.

Why is the second part of the podcast scheduled to be released on the 24th of August (not even a full week after the first one)?

Maybe it will be addressing the half yearly report, release of the new version of Akida or very optimistically a new IP signing soon?

I am used to disappointment, but will remain optimistic for this one. The SP can't really get much lower IMO, so I will dream a little.

 

[wilzy123]

Well, our Podcast was indeed delivered as per expected this week but it didn't give us anything. It was very defensive, disappointing and gave nothing new.
Here is the issue:
The non disclosure strategy has failed us and needs to be reversed. You do not generate excitement by hiding what you are doing. If a potential customer insists on not letting the world know that they are dealing with Brainchip, then our sales team should rethink why that is the case. What benefit it does for them vs what damage it does to us. Once you see that it's not very likely that potential customers are refusing to disclose that they are talking with BRN, you are then left with the other alternative, that the NDA's are not the reason that there is nothing to announce. More likely it is the simple fact that for a potential client to have to go to MegaChips and pay them to develop a chip, and then also pay TSCM to manufacture them is a bridge too far. ( It cost us $2mill to manufacture the Akida1 chip). So where is the Akida 1.5 chip? Silence. Has BRN signed an NDA with itself? It seems so.

Yes

 

[Straw]

I see there are some opinions being passed off as apparent facts. Maybe there isn't enough liquidity for some.
Edit: apologies I mean actual liquidity

 

[IloveLamp]

Interesting like from one of our own.....

GitHub - apple/ml-fastvit: This repository contains the official implementation of the research paper, "FastViT: A Fast Hybrid Vision Transformer using Structural Reparameterization"

This repository contains the official implementation of the research paper, "FastViT: A Fast Hybrid Vision Transformer using Structural Reparameterization" - GitHub - apple/ml-fastvit: Th...

github.com

 

[Falling Knife]

Antonio presents really well in the Part 1 podcast. Evidently very switched on. Looking forward to Part 2 when Gen2 will be discussed.

 

[Dozzaman1977]

Hopefully a concerned shareholder asked Tony a question about "when the bus is scheduled to leave" for podcast part 2🫢

 

[MDhere]

Interesting like from one of our own.....

GitHub - apple/ml-fastvit: This repository contains the official implementation of the research paper, "FastViT: A Fast Hybrid Vision Transformer using Structural Reparameterization"

This repository contains the official implementation of the research paper, "FastViT: A Fast Hybrid Vision Transformer using Structural Reparameterization" - GitHub - apple/ml-fastvit: Th...

github.com

View attachment 42292 View attachment 42293 View attachment 42294

interesting i wrote Nikunji Kotecha name on a sricky note last night at work ...

 

[Calsco]

I listened to the podcast I thought it was pretty good. They are sounding a lot more confident about the positioning of the company and how they have structured it for ease of adoption for new users. Hopefully the release of gen 2 comes with some more signed contracts.