BRN Discussion Ongoing

[Ian]

Got a feeling the only ones excited for monday are the short(s)....

View attachment 43020

I'm actually excited about the potential average down. Just need some more negotiation time with the minister for finance

 

[Foxdog]

General idea for Valeo, Mercedes etc, etc​

1. INVENTION​

MONTHS 0–72​

• Research market, including in-house and field investigations, to identify the role of this product and its components in the global portfolio; define separation from similar models sold by sister brands
• Identify special features, advantages, and potential world, U.S., or segment firsts
• Define competitive set, target customers; set curb-weight, fuel-economy, and performance goals
• Competitive assessment
• Powertrain selection
• Budget, funding, pricing, investment considerations
• Computer-aided-engineering (CAE) analysis
• Customer, press, analyst clinics

ILLUSTRATION BY TODD DETWILER|CAR AND DRIVER

2. DESIGN​

MONTHS 0–72 (FOLLOWING MARKET RESEARCH)​

• Interior—sketches, theme selection, model build, continuous reviews
• Exterior—same as above until design freeze
• Exterior colors, interior-trim materials selection
• Wind-tunnel assessment of theme models
• Concept creation for management presentation, potential auto-show use
• Additional CAE
• Management and engineering reviews

ILLUSTRATION BY TODD DETWILER|CAR AND DRIVER

3. ENGINEERING​

MONTHS 0–72 (CONCURRENT WITH DESIGN)​

• Additional CAE
• Customer clinics aimed at gathering current model feedback, suggestions for improvements
• Research advanced technologies—engines, transmissions, motors, electronic controls, manufacturing techniques (painting, metal forming, plastic molding), and emerging trends
• Package, layout studies
• Body design and development for crashworthiness, weight, durability (in conjunction with CAE efforts)
• Aerodynamic development
• Design, development, tuning, validation (in-lab and on-road) of:
• Powertrain
• Chassis
• HVAC, infotainment, seats, lighting systems
• Hot-, cold-, wet-weather tests
• Crash tests
• Fuel-economy evaluations
• Design for manufacturing and assembly studies
• Component and manufacturing cost analysis
• Collaborate with suppliers for R&D of purchased components
• Safety and emissions certification

ILLUSTRATION BY TODD DETWILER|CAR AND DRIVER

4. MANUFACTURING​

MONTHS 36–72​

• Design for manufacturing and assembly
• Construct or modify production facilities
• Tooling design, construction, validation
• Pilot builds to validate process and parts
• On-line preproduction builds
• Quality improvements
• Confirm that production vehicle meets performance targets
• Train workforce
• Collaborate with suppliers
• Commence production of saleable autos

Cool post, thanks. But this doesn't address my question. If AKIDA is in the Indian moon expedition then the product is in use and by rights should be paid for as it is actually being used to achieve a tangible result for an external party. In my opinion if we aren't seeing revenue then AKIDA isn't currently being used operationally and that excludes it from a lot of dots unfortunately.

 

[Foxdog]

And why would you get confirmation of these threes things? If Valeo have been working with us for many years etc etc..

It will be in the price on the hype that industry participants know a product is going to be in the market. It will be in the price before the news..

More information gets shareholders nothing. It’s always after the fact.. IMO

I think as shareholders we are entitled to information that will help us to make informed decisions with regard to our investment. That's why I think we would (should) get confirmation of these things.

 

[Galaxycar]

That would mean if 40 known companies are dealing with us,that 60 decided not to,as the figure last year was 100. I actually don’t believe anything management say anymore,they have contumely lied and misrepresented the truth, I’m waiting for change of management to put a spike in shareprice not a deal being announced our over paid and rewarded by free share awards for totally unknown achievements yes fictional achievements has astounded me.

 

[manny100]

I bet you that this sneaky after close announcement will be followed by an AKD2000 announcement on Monday morning as the company attempts to minimise the blow to the SP from a shit half-yearly.

Frankly, I hope that’s how it plays out.

Also Damo - No, the market is watching these reports for royalties from existing IP contracts, so nothing is priced in. Remember we’re to “Watch the financials”? These are the financials.

I think you might have nailed that one. Makes sense. Report after hours Friday. Market craps itself but cannot sell.
Market gets a chance to digest Chairman's comments over the weekend.
AKIDA release Monday with maybe a tarted up Market calming presentation m.

 

[DerAktienDude]

A lot of posters point out that the release of the second gen will/ could change the price dump that we’ve experienced in Germany already.
But what will it change?
Now we have confirmation that the first gen is a flop. 3 years into commercialisation with nothing to show for.
Now it’s gonna take months if not years once again. Who cares if a second gen of a product that didn’t sell will be released?
No one

 

[Cartagena]

Cool post, thanks. But this doesn't address my question. If AKIDA is in the Indian moon expedition then the product is in use and by rights should be paid for as it is actually being used to achieve a tangible result for an external party. In my opinion if we aren't seeing revenue then AKIDA isn't currently being used operationally and that excludes it from a lot of dots unfortunately.

Hi Foxdog, if it was being used by the Indian space agency, wouldn't we have heard something by now in the form of an announcement or update before the mission?
If being used it would be massive publicity for the company so I don't understand the secrecy if it is.

 

[Foxdog]

Hi Foxdog, if it was being used by the Indian space agency, wouldn't we have heard something by now in the form of an announcement or update before the mission?
If being used it would be massive publicity for the company so I don't understand the secrecy if it is.

Yep. Dots are great, but can be misleading. Nothing really counts until the company actually announces it.

 

[Boab]

Got a feeling the only ones excited for monday are the short(s)....

View attachment 43020

Looks like Norman is about to put one into the ruff

 

[SebThatGermanChap]

Cool post, thanks. But this doesn't address my question. If AKIDA is in the Indian moon expedition then the product is in use and by rights should be paid for as it is actually being used to achieve a tangible result for an external party. In my opinion if we aren't seeing revenue then AKIDA isn't currently being used operationally and that excludes it from a lot of dots unfortunately.

What's got me concerned that if it's not Akida, wouldn't that mean that it's not the only commercially available chip/IP out there?

 

[Diogenese]

What's got me concerned that if it's not Akida, wouldn't that mean that it's not the only commercially available chip/IP out there?

Who said they had a chip?

 

[Boab]

I am only a newbie ti LinkedIn so not quite sure how to forward things on?
It's in a different language but I'm sure it says neural network? S130
Perhaps someone else can supply a clearer print than my cut and paste.

 

[Xhosa12345]

Seriously no one liked my greg norman shorts chubby joke??!!

Back to the drawing board i guess !

 

[Xhosa12345]

Seriously no one liked my greg norman shorts chubby joke??!!

Back to the drawing board i guess !

Queue wilzy dumpster fire please....

 

[SebThatGermanChap]

Who said they had a chip?

They being Brainchip, or they being ISRO in their rover?

 

[Getupthere]

BRN has finally hit a fork in the road.

I believe all shareholders are expecting 1 plus IP deals within 6 months of the release of 2.0.

Akida 2.0 was designed based on customers requirements.

The time has come for BRN to convert lookers into buyers and become a real AI player.

My view is 6 months is enough time from release to make my decision to continue with current management or not.

Current customers would have made their decisions on BRN already and are just waiting for the official 2.0 release.

I personally believe the sales team have every right to ask for the business now, particularly because the 2.0 was designed based on the their requirements.

If the customers are not prepared to sign then I think either management needs to change or BRN to be sold off.

You must have signed IP deals in the order bank to progress forward.

Time will tell.

 

[JDelekto]

Yep. Dots are great, but can be misleading. Nothing really counts until the company actually announces it.

Whether or not Akida is used in their project, it does not take an IP agreement to control one or more systems in a single vehicle.

It is reasonable to think that any company or agency working on a one-off project, such as a lunar lander, can do so with one single developer's kit and maybe a few hours of consultation with BrainChip.

A $499.99 PCIe card will not bring in the revenue stream like a chip supplier with an IP agreement; other than making investors feel good about the technology, I have no reason to believe it will have a material effect on the share price.

 

[DingoBorat]

What's got me concerned that if it's not Akida, wouldn't that mean that it's not the only commercially available chip/IP out there?

From skimming the article on India's Moon landing, there is nothing I could see, that suggests A.I. hardware.
All the talk is about A.I. algorithms.

A.I. software is everywhere, but it ain't where it's at..

To all, I've probably missed something, but why isn't the 800k from the June quarterly, in the half yearly?..

 

[DingoBorat]

BRN has finally hit a fork in the road.

I believe all shareholders are expecting 1 plus IP deals within 6 months of the release of 2.0.

Akida 2.0 was designed based on customers requirements.

The time has come for BRN to convert lookers into buyers and become a real AI player.

My view is 6 months is enough time from release to make my decision to continue with current management or not.

Current customers would have made their decisions on BRN already and are just waiting for the official 2.0 release.

I personally believe the sales team have every right to ask for the business now, particularly because the 2.0 was designed based on the their requirements.

If the customers are not prepared to sign then I think either management needs to change or BRN to be sold off.

You must have signed IP deals in the order bank to progress forward.

Time will tell.

View attachment 43022

Thumbs up, for the Flux Capacitor

 

[Cartagena]

BRN has finally hit a fork in the road.

I believe all shareholders are expecting 1 plus IP deals within 6 months of the release of 2.0.

Akida 2.0 was designed based on customers requirements.

The time has come for BRN to convert lookers into buyers and become a real AI player.

My view is 6 months is enough time from release to make my decision to continue with current management or not.

Current customers would have made their decisions on BRN already and are just waiting for the official 2.0 release.

I personally believe the sales team have every right to ask for the business now, particularly because the 2.0 was designed based on the their requirements.

If the customers are not prepared to sign then I think either management needs to change or BRN to be sold off.

You must have signed IP deals in the order bank to progress forward.

Time will tell.

View attachment 43022

That's also my thoughts as I stated earlier ....

BrainChip has invested a lot of resources and money to produce the more advanced Gen 2 Akida which according to BrainChip was developed in consultation with partners feedback to meet their specialised needs of what they want the chip to do. BrainChip wouldn't have gone to this extent if partners or prospective customers do not intend to proceed with IP contracts otherwise I view that as tyre kicking. That's my logic.
Contracts need to be secured now. No ifs nor buts.