BRN Discussion Ongoing

[Damo4]

View attachment 42855

We should ask Zeebot if we can add this is a reaction!

 

[TECH]

Good morning,

Part 2 of this mornings podcast was once again extremely clear, the questions presented by Tony were right on point, Antonio was deliberate in his answers/comments, as to be expected...great job !

As I have read numerous times, the hardware is the easiest part to get right (always had difficulty understanding that) it's the software that's the time consumer, so having our founder currently over in France overseeing the software team working on MetaTF 2.0 is a blessing, lots of work going on by the entire team worldwide.

His explanation with regards his comment about the share price and what it would/could/will do was beautifully explained, as a number of posters have mentioned, the current valuation is much more in line with where we actually are Cap wise, the foundations that weren't in place to justify the huge market cap we had has and rightfully so, corrected itself, though it hurts me to say that.

"It's not based off expectations and air"....let's all be honest here, we loved seeing a share price north of $1.00/$1.50 and possibly a combination of greed and/or ego we held on tightly to that expectation, when in reality we were all clutching at the empty air in front of our face.

When we do achieve IP Licenses & steady Royalty Income streams it will be all that much more satisfying in knowing that we have arrived and truly are deserving of our place at the big boys table !!

Just keep on topping up, not advice, just a true believers opinion.

God Bless Brainchip....Tech

 

[TheDrooben]

As I’ve been saying for a long time now that just because there isn’t a license agreement announced does not mean that customers aren’t designing proof of concepts and getting to production with akida, because the customers simply do not want it to be announced due to NDA’s and other confidentiality reasons but people just want sugar hits and not want to wait for the fruit to bear.

Antonio said-
“Every commercial situation is different you know and plus there are confidentiality issues with our partners that we have to be mindful of as well, we can’t forward announce anything that they’re doing, allow me to stress that a little bit more.
When somebody takes a license from us most likely it is way at the front end design cycle and so at best, at best they’re 2 to 3 years out from having production in any sort of meaningful volume, so to be honest they might not even get there so given the time frames plus all the other features that they have to work on that they haven’t done yet at the time they’ve taken a license from us you know our licensee might want to wait a bit before tipping the market with respect to to what technology they’re working on or what product they’ll be producing and naturally this impacts how we make announcements to the market place.
You know for example have you heard of anyone in the world saying that they’re designed into the Galaxy s26 or the iPhone 16? I mean you haven’t heard that it’s too early.
Now I’m pretty confident I don’t think I’m saying anything wrong by saying I’m sure a lot of decisions with respect to those products have already been made but there’s no announcements because they’re not tipping the market yet so there’s a lot of nuances and variances”

Agree @chapman89 Antonio could not have explained it any better IMO

Happy as Larry

 

[Bombersfan]

As I’ve been saying for a long time now that just because there isn’t a license agreement announced does not mean that customers aren’t designing proof of concepts and getting to production with akida, because the customers simply do not want it to be announced due to NDA’s and other confidentiality reasons but people just want sugar hits and not want to wait for the fruit to bear.

Antonio said-
“Every commercial situation is different you know and plus there are confidentiality issues with our partners that we have to be mindful of as well, we can’t forward announce anything that they’re doing, allow me to stress that a little bit more.
When somebody takes a license from us most likely it is way at the front end design cycle and so at best, at best they’re 2 to 3 years out from having production in any sort of meaningful volume, so to be honest they might not even get there so given the time frames plus all the other features that they have to work on that they haven’t done yet at the time they’ve taken a license from us you know our licensee might want to wait a bit before tipping the market with respect to to what technology they’re working on or what product they’ll be producing and naturally this impacts how we make announcements to the market place.
You know for example have you heard of anyone in the world saying that they’re designed into the Galaxy s26 or the iPhone 16? I mean you haven’t heard that it’s too early.
Now I’m pretty confident I don’t think I’m saying anything wrong by saying I’m sure a lot of decisions with respect to those products have already been made but there’s no announcements because they’re not tipping the market yet so there’s a lot of nuances and variances”

I agree mate, the next licencees that are announced i would “guess” are much further advanced with products/use cases than what Renesas were when they were announced 3 years ago. Hopefully a much shorter timeframe to market.

I made a comment a while ago that the previous CEO had done a poor job supporting the release and future of the product and Sean has been copping a hammering for it. Between that and the totally wasted 9 months of Peter being CEO he is playing serious catch-up. Antonio basically said exactly that in the podcast.
It sounds like we are really getting there with the overall plan albeit 2 years behind what we thought based on “air” and hype which is mostly what LDN’s business model was.

I thought the podcast part 2 was pretty good.

 

[Damo4]

Good morning,

Part 2 of this mornings podcast was once again extremely clear, the questions presented by Tony were right on point, Antonio was deliberate in his answers/comments, as to be expected...great job !

As I have read numerous times, the hardware is the easiest part to get right (always had difficulty understanding that) it's the software that's the time consumer, so having our founder currently over in France overseeing the software team working on MetaTF 2.0 is a blessing, lots of work going on by the entire team worldwide.

His explanation with regards his comment about the share price and what it would/could/will do was beautifully explained, as a number of posters have mentioned, the current valuation is much more in line with where we actually are Cap wise, the foundations that weren't in place to justify the huge market cap we had has and rightfully so, corrected itself, though it hurts me to say that.

"It's not based off expectations and air"....let's all be honest here, we loved seeing a share price north of $1.00/$1.50 and possibly a combination of greed and/or ego we held on tightly to that expectation, when in reality we were all clutching at the empty air in front of our face.

When we do achieve IP Licenses & steady Royalty Income streams it will be all that much more satisfying in knowing that we have arrived and truly are deserving of our place at the big boys table !!

Just keep on topping up, not advice, just a true believers opinion.

God Bless Brainchip....Tech

I agree mate, the next licencees that are announced i would “guess” are much further advanced with products/use cases than what Renesas were when they were announced 3 years ago. Hopefully a much shorter timeframe to market.

I made a comment a while ago that the previous CEO had done a poor job supporting the release and future of the product and Sean has been copping a hammering for it. Between that and the totally wasted 9 months of Peter being CEO he is playing serious catch-up. Antonio basically said exactly that in the podcast.
It sounds like we are really getting there with the overall plan albeit 2 years behind what we thought based on “air” and hype which is mostly what LDN’s business model was.

I thought the podcast part 2 was pretty good.

Great points, and I agree the podcast was great.
Very honest, very open and a great insight from a genuine Market leading professional.
Antonio is a fantastic speaker and I'm glad we have him in some capacity.

 

[Dr E Brown]

I thought it was an excellent podcast.
Realism and reality checks, clear pathways to long term success, with moats being built with patent approvals, and high customer engagement. We are well aware of the customers and it is just a matter of time before they generate income.
The ecosystem of partners is growing, the university program is growing but has much more work to do.
I am more relaxed than ever that we are on the right path. I just need to develop the right mindset to await the long term benefits of a now 7 year holding.
Great stuff from the company, in my humble opinion.

 

[wilzy123]

Great points, and I agree the podcast was great.
Very honest, very open and a great insight from a genuine Market leading professional.
Antonio is a fantastic speaker and I'm glad we have him in some capacity.

Yes, I agree. Another great patent added to the string already in play as well.

 

[David holland]

Good morning,

Part 2 of this mornings podcast was once again extremely clear, the questions presented by Tony were right on point, Antonio was deliberate in his answers/comments, as to be expected...great job !

As I have read numerous times, the hardware is the easiest part to get right (always had difficulty understanding that) it's the software that's the time consumer, so having our founder currently over in France overseeing the software team working on MetaTF 2.0 is a blessing, lots of work going on by the entire team worldwide.

His explanation with regards his comment about the share price and what it would/could/will do was beautifully explained, as a number of posters have mentioned, the current valuation is much more in line with where we actually are Cap wise, the foundations that weren't in place to justify the huge market cap we had has and rightfully so, corrected itself, though it hurts me to say that.

"It's not based off expectations and air"....let's all be honest here, we loved seeing a share price north of $1.00/$1.50 and possibly a combination of greed and/or ego we held on tightly to that expectation, when in reality we were all clutching at the empty air in front of our face.

When we do achieve IP Licenses & steady Royalty Income streams it will be all that much more satisfying in knowing that we have arrived and truly are deserving of our place at the big boys table !!

Just keep on topping up, not advice, just a true believers opinion.

God Bless Brainchip....Tech

We have a great team now and I feel Peter is doing what he does best now and not being a CEO

 

[Slade]

A good podcast, great new Akida video, and a patent approved. I love that the patent relates to a feature currently being implemented in Akida 2. Great start to a Friday.

 

[supersonic001]

BrainChip on LinkedIn: BrainChip Continues to Expand IP Portfolio with Latest Australian Patent…

BrainChip Continues to Expand IP Portfolio with Latest Australian Patent Issuance https://lnkd.in/efecBnZy #edgeAI #AI #neuromorphic #artificialintelligence…

www.linkedin.com

 

[Sam]

BrainChip on LinkedIn: BrainChip Continues to Expand IP Portfolio with Latest Australian Patent…

BrainChip Continues to Expand IP Portfolio with Latest Australian Patent Issuance https://lnkd.in/efecBnZy #edgeAI #AI #neuromorphic #artificialintelligence…

www.linkedin.com

View attachment 42857

Oh this is bull crap…. More good news, I’m selling.
Not financial advice

 

[Rise from the ashes]

Oh here's another useless crap post from me for the 44 clueless.
Errr also for those with actual capacity to get their neurons spiking
Try researching Hadar thermal imaging
Ohh and for those who thought my drone apple picking post was off topic.
How about do some digging.
People want stuff served on a platter these days.

 

[Bravo]

Good evening all,

I don't think I'll get into trouble for sharing this, but I consider Peter a friend, he is a great guy, dedicated to seeing our company
succeed, working long hours, making himself available for the team is just part of his day, next week he heads off to Toulouse, France to
oversee work on MetaTF 2.0.

We are so lucky to have such a great team back in Perth, with Valentina and Tony holding the fort, allowing Peter to travel to the US to
help out with Akida 2.0 design work etc (he's really enjoyed being there) to now be heading off to France to oversee things there.

It's the stuff that goes on behind the scenes, the stuff that isn't readily visible, maybe I'll get into trouble for sharing this, but I love our
company, we will succeed, why, because of the Founder/ Co-Founder and all our staff, we are a professional operation now, circled by
great individuals with fantastic life values...today's Podcast reconfirmed my belief companies have tested the waters elsewhere, and
realized that BrainChip is the real deal, the three "P's"....Performance, Power and Price...we nail all three, listen to Antonio carefully, the
customers/potential customers are starting to realize who the real leaders are in the race to the edge.

Honesty, Integrity and of course revolutionary technology will always triumph.

Love Brainchip Tech.

Hi Tech,

I wonder if Peter will stay in France long enough to attend this summit?

It says there are still spaces available.

I'd be inclined to take a space near one of the buffets.

PS : It says "UBIQUITOUS", which is our middle name!!!

 

[Damo4]

 

[IloveLamp]

Chandrayaan-3: India lands spacecraft near the moon's south pole, a first for the world as it joins elite club - The Economic Times

m-economictimes-com.cdn.ampproject.org

 

[SERA2g]

If you don’t like it, don’t read it. It’s a public forum, Rise is free to post as much as he wants.

If I skip Rise's posts and your whinging posts there won't be any posts left to read lol.

 

[AusEire]

If I skip Rise's posts and your whinging posts there won't be any posts left to read lol.

 

[Boab]

Received an email today regarding the monthly newsletter.
Has anyone managed to get hold of what Sean said at the Oppenheimer event?
It may have been a "closed shop"

 

[IloveLamp]

Edge Impulse Fundamentals 3: Processing Blocks

(Source: putilov_denis - stock.adobe.com) Welcome back to our ongoing series on how developers can leverage the services of Edge Impulse to bring machine learning technology to embedded...

resources.mouser.com

 

[Rise from the ashes]

Another useless post from me.
Pitty some whingers can't contribute anything but whinging.

GitHub - loiccordone/object-detection-with-spiking-neural-networks: Repository code for the IJCNN 2022 paper "Object Detection with Spiking Neural Networks on Automotive Event Data"

Repository code for the IJCNN 2022 paper "Object Detection with Spiking Neural Networks on Automotive Event Data" - loiccordone/object-detection-with-spiking-neural-networks

github.com

Forgot to highlight prophesee.