BRN Discussion Ongoing

[Space Cadet]

In Australia or elsewhere? No need to elaborate on the elsewhere location

Qld

 

[wilzy123]

Hey Dio,

Thank you for the detailed response.

You’re a valued contributor here on a technical front, and I appreciate your input.

I’m not sure I appreciate your consideration of me being a “Cassandra“. I don’t think it’s fair to play this off as an emotional post, as would stand by it even if the SP shot off to $5 on open tomorrow.

Starting with your 4 questions:

a response to Q1 would be the sort of thing for which the ASX would demand further and better particulars, which would put us in conflict with all the NDAs, a la Ford;

I‘m pleased you brought this up. Are we still engaged with Ford? It’s been over three years now (25/5/2020) since Brainchip announced that Ford were ”evaluating“ Akida and since then we have heard nothing. This is my point Dio, there is no transparency. Is three years‘ an unreasonable duration of time for a shareholder update? I think not. For all we know, Ford have gone quiet and the company have decided not to disclose it due to a technicality - perhaps they never formally terminated the agreement. I’m not saying this has happened, but it’s certainly plausible after this duration.


Similarly for Q2;

Q3 is reasonable, but I think this has been answered with the degree of specificity allowable under the NDAs - automotive, health, mechanical maintenance, aerospace, ... . As I said 5 years ago, it would be easier to list the areas where Akida cannot be used (it's a very short list).

It hasn’t been answered at all. The company have alluded to working with these sectors. And to state it’s easier to state where Akida cannot be used is besides the point. I understand the use-cases are practically infinite, but that doesn’t mean we are engaged with infinite “customers”, and nobody knows, as we aren’t updated of any specifics.

Q4, see Q1.

Taking your example of mobile phones, the development cycle is several years, so, while we missed the recent releases and those shortly upcoming, there is nothing to suggest we are not being considered for future releases. Our association with Prophesee gives us a strong link into the process, especially given Synsense's admission of its low level applicability.

There is nothing to support that we are being considered for future releases either. Absolutely nothing.

The fact is that Brainchip hasn’t mentioned the EAP is a very long time. Nothing about the participants, nothing about progress, nothing about the potential. Simply nothing. Woulds, coulds, and maybes won’t change this. The company needs to update the market on the status of this program without breaking contractual obligations. It shouldn’t be hard, they’ve have years to figure this out, unless of course there’s nothing to update?


Remember BRN is on a steep learning curve. We need to discover what our customers need, and they don't know because they don't know how revolutionary Akida is. Last year we were talking about the recently invented LSTM functionality for "attention", and now we have bypassed that for ViT/TeNNs in Akida 2. This is not to say Akida 1 is obsolete. We have developed Akida 1500, which is Akida 1 el cheapo, or at least stripped of the ARM Cortex processor, available from 2 nodes (8 NPUs ) up to 20 nodes, whether you want an always-on wake-word watching device, a vibration monitor, or a full video processing chip.

The IP licensing business is a long haul project, much longer than selling chips. - If I recall correctly, Renesas came out of nowhere, the company were surprised by this licensing agreement, so I find your argument weak here. It’s been years since our last licensing agreement, and the Company itself has admitted that this is taking longer than expected, and that was a while ago! Where are they??? Why aren’t they licensing a groundbreaking innovation like Akida???

You know that Renesas and Megachips are bringing out processors incorporating Akida 1. Renesas has its own in-house DRP-AI but has found applications where Akida is more relevant.
I find it encouraging to remember:

Prophesee loves us; Where is the licence?

nViso loves us; Where is the licence?

NASA is a fan;

Mercedes is impressed; Why isn’t it in their cars, and licensed?

Valeo is a partner; Where is the licence?

we are compatible with all ARM processors; Then why hasn’t anyone licensed it?

SiFive, ARM's up and coming rival, is also a partner; Where is the licence?

...My intention isn’t to be objective for the sake of being objective. The point is it’s all hearsay until someone signs and we generate revenue, for some reason that hasn’t happened, and I want to know what the feedback is as to why that is.

We cannot survive on partnerships, we aren’t a university or a funded research centre, we are a company that needs revenue and answers to shareholders.

It is true that the company has had a few major business model changes, and this has inevitably shifted expectations. We've been a software company, a chip company, and now an IP licensing company. Software provides only a pale shadow of Akida's capabilities. Chips would have produced a quicker return, but again, without maximizing the benefits of the Akida design. Would we produce different sizes for different applications. Putting all our eggs in the IP licensing basket makes it a harder sell because of the up-front costs to the customer. But I am trusting that the superior performance of Akida will win over customers like Mercedes, and partners like Prophesee and SiFive, and marquee clients like NASA/DoD/DoE (DOE - that's right, we do do cybresecurity too).

We don’t do cyber secunity. We currently do nothing. We currently have our IP in zero products. This is a fact Dio. As evident by the lack of revenue. Why???

I’m not saying we’ve failed yet, I believe the tech is strong, but for some reason people aren’t buying it, and I’d like to see some detail as to why.

The SP is down now, but within a few (short?) months ...

Come on mate, we’ve been in a death spiral for 30 months!

 

[robsmark]

Really Wilzy? That’s rich coming from you, of course I would never have been so impolite as to point that out in the first instance.

 

[Cgc516]

The only thing I can do is topping up! Hopefully, BRN doesn’t let us down for too long!

 

[Cartagena]

This sums it up perfectly I think.

I saw this tonight, maybe it's a sign..... Who here drives an R8 Holden with plates BRN 01R?
Could we be getting the big announcement on thursday 31st or friday 1st as both days contain the letter R... My gut feeling is it's a sign. Hope I'm right.
R also --->>> Rocket

 

[Cartagena]

View attachment 42516
No wobbles here, just topping up and waiting for the final bell!

The only thing I'm pissed off about is I haven't got any readies to buy more.
50,000 shares for only $16,250. Someone got lucky I reckon

Yeh me too I topped up big time at 0.33, 0.335 and 0.355 before it dropped and wish I'd waited. We won't be here that long I think. I'm calling the 1st Sept. The rocket has 01R written on it.

 

[Fullmoonfever]

Someone over on BRCHF stocktwits bullish. Credit to Stenerinjo.

Don't go to the link if struggle with posters also bagging the company bit like the other place. Agree or disagree, it is still their right if they so desire.

Haven't been to stocktwits for ages and saw still had the webpage open on my phone browser amongst waaaay too many tabs open

Now....no idea if the poster put this together themselves, found it elsewhere from another poster somewhere or wherever.

Quality best can get off the save image.

It's a nice infographic of our ecosystem....I'm just not so sure where they got some of the names linked

Awesome if it's got some merit on the grey areas

Brainchip Holdings Ltd (BRCHF) Stock Price Today, Quote, Latest Discussions, Interactive Chart and News

Track Brainchip Holdings Ltd (BRCHF) Stock Price, Quote, latest community messages, chart, news and other stock related information. Share your ideas and get valuable insights from the community of like minded traders and investors

stocktwits.com

 

[Cartagena]

I'm a little bit superstitious so I'm doubling down on your superstitious post. Its like betting on black on the roulette table only to see red,red,red,red,red,,red,red,red,red,red, red,red,red,red,red,red, surely black has to come up next spin.
You photo also reminds me of the otherside of the coin.

View attachment 42547

Yes and I believe in numerology as certain numbers repeat themselves at various times of the day, called spirit numbers, and they are telling you something so this is something that has popped up I believe for a reason. The key message for me is if we hold on, the rewards are there. Just need time. Funny how today is the 8th month and I see this R8 Holden with that plate. Crazy

 

[Glen]

Xperi develops world first neuromorphic in-cabin sensing

Xperi develops world first neuromorphic in-cabin sensing powered by the efficiency and accuracy of Prophesee Metavision®

www.prophesee.ai

 

[Ian]

Haven't read the article yet but really hope we are involved in the background considering our relationship with prophesee.
Thanks for posting.

Liked by Rob

 

[Beebo]

Hi all, not sure what the concern is, we only need a 720% rise to get back to ATH's hahaha
How good is the stock market!?

Hi Damo.
Just a friendly reminder:
NVDA, a tech behemoth, is up over 400% in under a year. So, yes, the stock market is good enough.

With the right news, I have no doubt we can push upward fast.

IT’S COMING!

 

[Frangipani]

New 2024 Mercedes EQ saloon spotted on the road | Auto Express

Fresh spy pictures give us our best look yet at new Mercedes EV

www.autoexpress.co.uk

Mercedes’ all-electric future has already begun with a strong range of EQ-badged cars, but a new entry-level car will be revealed soon and we’ve caught it in its latest stage of development.

As part of its plans to shake up its model range this decade in the hope of creating a more premium brand image, Mercedes will introduce an all-new compact luxury car that should take the position of an EQA saloon. We already know a few details about the new offering and a recent teaser image confirms that a concept version will be on display at the Munich Motor Show in September.

(…) Not only will the entry-level Mercedes electric car create a more premium bottom line for the brand’s portfolio, it’ll also mark the debut of a new platform and infotainment system. Based on the firm’s forthcoming MMA underpinnings, the new all-electric compact saloon will rival Tesla’s Model 3 as the most affordable model in the Mercedes range.

(…) Despite its position as the cheapest electric Mercedes, we expect it to feature technology from the brand’s record-breaking Vision EQXX concept car, which focused on maximising efficiency to deliver range.

In a smaller car such as the first MMA-based model, this will be key, so some of the EQXX’s motor tech (delivering 95 per cent efficiency), power-control electronics and other features could be scaled up for series production in the new model. It’s also likely that the car’s sleek styling will draw on aerodynamic cues first seen on the EQXX to reduce drag and increase range.

Mercedes Chief Technology Officer Markus Schäfer told Auto Express that the battery, e-motor, aspects of the EQXX’s inverter and some ‘bionic engineering’ cast-metal parts will feature on series production cars in the future, so there will be a large carryover from this test bed. “We wanted to have something that mirrored what was happening in the real world,” he said of the EQXX. “We want to bring this tech to series production and see the same results.”

Källenius was also keen to highlight how: “This new MMA architecture ushers in a new generation of technology, both on the drivetrain side in terms of battery chemistry, efficiency, and the drivetrain itself.”

(…)

This tech transfer will extend to the infotainment, because the new car will also mark the debut of Mercedes’ MB.OS infotainment system. The new model will likely offer a widescreen digital dash and infotainment panel as part of the company’s target for its advanced graphical interfaces, but it’s the system behind the scenes that could be even more interesting.

Mercedes has experimented with a new type of processor that performs tasks in “neuromorphic spikes”. Put simply, this means that the computer stores up tasks and executes them in one go once a threshold is reached, saving energy and boosting driving range in the process.

Unlike premium rivals such as Volvo and Polestar, who have paired with Google for their infotainment software, the German firm is going it alone with the development of MB.OS, and Chief Software Officer Magnus Östberg told Auto Express: “We are the architects of our own house, as it were. It’s important to have ownership of your own OS for safety and security.”

The new saloon was initially thought to be called EQA, but the name is now uncertain following reports that Mercedes will drop the EQ branding for EVs as its range moves towards full-electric models in Europe by 2030. Whatever it’s called, this new car represents the start of a renewed focus on profit per car and sales margins, rather than volume. The company is pushing its most affordable models further upmarket, with a greater focus on higher-margin, luxury cars.

(…)

 

[Cartagena]

New 2024 Mercedes EQ saloon spotted on the road | Auto Express

Fresh spy pictures give us our best look yet at new Mercedes EV

www.autoexpress.co.uk

Mercedes’ all-electric future has already begun with a strong range of EQ-badged cars, but a new entry-level car will be revealed soon and we’ve caught it in its latest stage of development.

As part of its plans to shake up its model range this decade in the hope of creating a more premium brand image, Mercedes will introduce an all-new compact luxury car that should take the position of an EQA saloon. We already know a few details about the new offering and a recent teaser image confirms that a concept version will be on display at the Munich Motor Show in September.

(…) Not only will the entry-level Mercedes electric car create a more premium bottom line for the brand’s portfolio, it’ll also mark the debut of a new platform and infotainment system. Based on the firm’s forthcoming MMA underpinnings, the new all-electric compact saloon will rival Tesla’s Model 3 as the most affordable model in the Mercedes range.

(…) Despite its position as the cheapest electric Mercedes, we expect it to feature technology from the brand’s record-breaking Vision EQXX concept car, which focused on maximising efficiency to deliver range.

In a smaller car such as the first MMA-based model, this will be key, so some of the EQXX’s motor tech (delivering 95 per cent efficiency), power-control electronics and other features could be scaled up for series production in the new model. It’s also likely that the car’s sleek styling will draw on aerodynamic cues first seen on the EQXX to reduce drag and increase range.

Mercedes Chief Technology Officer Markus Schäfer told Auto Express that the battery, e-motor, aspects of the EQXX’s inverter and some ‘bionic engineering’ cast-metal parts will feature on series production cars in the future, so there will be a large carryover from this test bed. “We wanted to have something that mirrored what was happening in the real world,” he said of the EQXX. “We want to bring this tech to series production and see the same results.”

Källenius was also keen to highlight how: “This new MMA architecture ushers in a new generation of technology, both on the drivetrain side in terms of battery chemistry, efficiency, and the drivetrain itself.”

(…)

This tech transfer will extend to the infotainment, because the new car will also mark the debut of Mercedes’ MB.OS infotainment system. The new model will likely offer a widescreen digital dash and infotainment panel as part of the company’s target for its advanced graphical interfaces, but it’s the system behind the scenes that could be even more interesting.

Mercedes has experimented with a new type of processor that performs tasks in “neuromorphic spikes”. Put simply, this means that the computer stores up tasks and executes them in one go once a threshold is reached, saving energy and boosting driving range in the process.

Unlike premium rivals such as Volvo and Polestar, who have paired with Google for their infotainment software, the German firm is going it alone with the development of MB.OS, and Chief Software Officer Magnus Östberg told Auto Express: “We are the architects of our own house, as it were. It’s important to have ownership of your own OS for safety and security.”

The new saloon was initially thought to be called EQA, but the name is now uncertain following reports that Mercedes will drop the EQ branding for EVs as its range moves towards full-electric models in Europe by 2030. Whatever it’s called, this new car represents the start of a renewed focus on profit per car and sales margins, rather than volume. The company is pushing its most affordable models further upmarket, with a greater focus on higher-margin, luxury cars.

(…)

Great find. Mercs Chief engineer has also liked the Gen 2 pages on LinkedIn so it's coming. I am sensing a push upwards today fingers crossed. Let's get it Brainchip

 

[FabricatedLunacy]

Haven't read the article yet but really hope we are involved in the background considering our relationship with prophesee.
Thanks for posting.

Question I have some days is:

Will we ever know? Is anyone ever revealing their secret sauce?

Or do we just have to “watch the financials” and hope those finally explode in 2024 and beyond?

 

[Foxdog]

Great find. Mercs Chief engineer has also liked the Gen 2 pages on LinkedIn so it's coming. I am sensing a push upwards today fingers crossed. Let's get it Brainchip

I think it's still a bit too cryptic for the general market to react to this article. In September at the Mercedes launch I expect Merc will name Brainchip and AKIDA and confirm the beginning of a long and fruitful partnership.

'If' AKIDA is in this new model and if it helps Merc achieve record breaking distances from their EV range at a comparable price to the Tesla 3 then this could be the turning point we've all been waiting for.

 

[jk6199]

Munich Motor Show "kicks off" from 5th of September, so not long to wait.

 

[Esq.111]

Morning Chippers,

ARM listing shortly.

Arm files for Nasdaq listing, as SoftBank aims to sell shares in chip designer it bought for $32 billion

Arm is aiming to sell shares to the public during a historically slow period for U.S. tech IPOs.

www.cnbc.com

https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm#toc

Regards,
Esq.

 

[FabricatedLunacy]

Well honestly mate. At this stage. Speaking for myself here I kinda honestly don't care anymore if we know or not. I just want to see that tap turn clockwise a few times so the drips of money entering brn coffers turn into a heavy stream of dollars.
And yes it would slightly annoy me if we never knew what products we get incorporated into

Yeah.... as stated many times, being in the red is no fun. Staying on course, takes stamina, despite all the research I have done... But despite being down by over 75%, which majorly sucks, I feel that is ok, specially compared to reminders by some people who refused the BRN potential at the time, who now feel vindicated. That I find way more annoying than my 75% red in my account

So I just want to this to go boom, go to 10x MS share price... and retire. And then laugh at them from my home in Mallorca

Yep, if this explodes we move back home to Europe (but Denmark and Switzerland are too cold, despite being half Dane half Swiss)...

 

[DK6161]

Morning Chippers,

ARM listing shortly.

Arm files for Nasdaq listing, as SoftBank aims to sell shares in chip designer it bought for $32 billion

Arm is aiming to sell shares to the public during a historically slow period for U.S. tech IPOs.

www.cnbc.com

https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm#toc

Regards,
Esq.

How is this impacting us?

 

[robsmark]

I'm off to somewhere in Europe in few years regardless would like to settle down somewhere in country side with enough room for a small animal shelter to take in abandoned animals.
That would make me happy as a in

Love this mate - you’re a good bloke.