BRN Discussion Ongoing
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robsmark
Regular
Where are the trolls Bravo? I’ve read this page from top to bottom and can’t see any?
Bravo
If ARM was an arm, BRN would be its biceps💪!
robsmark
Regular
Have a look at his/her post history…
Rise from the ashes
Regular
Last edited:
robsmark
Regular
I clicked on his profile and looked
Rise from the ashes
Regular
Implemented OSIP ideas — May 2022
ESA's Open Space Innovation Platform (OSIP) seeks novel ideas for new space research activities. Campaigns and Channels invite solutions to specific problems or ideas on more general topics, with those run by Discovery & Preparation, including the Open Discovery Ideas Channel, specifically...
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Spoon feeders need only apply.
TheFunkMachine
seeds have the potential to become trees.
“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.”
What’s your take on this comment? Especially in respect to my highlighted section. What is he saying here? To be honest, they might not even get there? I’m confused
Hugging Face, Kissing Ass, Whatever etc
O to be a good friend of NVDA
Knock, knock...this would surely elevate share price >59 cents
(Free to dream)
finance.yahoo.com
O to be a good friend of NVDA
Knock, knock...this would surely elevate share price >59 cents
(Free to dream)
Why a $4.5B AI unicorn just got funding from Salesforce, Nvidia, and Ashton Kutcher
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perceptron
Regular
Not worried about the financials at this stage. Company is growing, Akida is receiving much deserved attention. Great team of professionals and experts. Good communication and resources. Go team : )
AIoT: Artificial Intelligence of Things
AIoT: the combination of artificial intelligence and the Internet of Things. Bosch Research ensures trust, reliability and security in the AIoT.
Rise from the ashes
Regular
Apologies if I posted this before but pretty sure I haven't (didn't get the download again notice)
Type Akida in the search function.
Or read the lot.
Type Akida in the search function.
Or read the lot.
Tothemoon24
Top 20
I am trying to reconcile the many good and considered posts positing that Akida IP may be in Valeos SCALA 3 or some of the 2024 Mercedes models (out later this year) with the understandably limited information from our company regarding commercially sensitive business dealings and indeed license agreements.
Unless valeo or Mercedes have taken one of the two licenses through megachips or are relying on the 2 node renesas licence then I cannot help but think it highly unlikely that these companies would announce upcoming products to the market, take orders for those products and move to produce those products without the contractual wherewithal in place to guarantee the terms of the relationship with all suppliers.
It may well be that the original EAP agreements or for instance the terms of the partnership agreement with Valeo ( some of which were announced at the time of the partnership announcement) were adequate to cover all future eventualities but I think this seems unlikely. I know that Dio has suggested that with respect to valeo this may well be the case (and I do regard his posts/views highly) but I must admit I am less confident. The reference to milestone payments and the like is certainly reassuring but this seems more aligned to the product development phase than the production phase. It doesn’t mean of course that the agreement doesn’t contain licence fee or production terms clauses but there is not as far as I can see any reference to them.
My understanding of the relevant ASX listing requirements is that certain commercially sensitive licence agreements need not be announced to the market and this may provide an out for our company. however, we would in this case still expect an upfront revenue kicker to show up in the accounts which I do not believe it has done as yet.
Whilst it appears highly highly likely that our working relationship with valeo and merc continue I am hoping that our inclusion in their future products is imminent and not too many iterations away.
I look forward to anyone’s thoughts that may help me to achieve some clarity on this issue.
Cheers.
Unless valeo or Mercedes have taken one of the two licenses through megachips or are relying on the 2 node renesas licence then I cannot help but think it highly unlikely that these companies would announce upcoming products to the market, take orders for those products and move to produce those products without the contractual wherewithal in place to guarantee the terms of the relationship with all suppliers.
It may well be that the original EAP agreements or for instance the terms of the partnership agreement with Valeo ( some of which were announced at the time of the partnership announcement) were adequate to cover all future eventualities but I think this seems unlikely. I know that Dio has suggested that with respect to valeo this may well be the case (and I do regard his posts/views highly) but I must admit I am less confident. The reference to milestone payments and the like is certainly reassuring but this seems more aligned to the product development phase than the production phase. It doesn’t mean of course that the agreement doesn’t contain licence fee or production terms clauses but there is not as far as I can see any reference to them.
My understanding of the relevant ASX listing requirements is that certain commercially sensitive licence agreements need not be announced to the market and this may provide an out for our company. however, we would in this case still expect an upfront revenue kicker to show up in the accounts which I do not believe it has done as yet.
Whilst it appears highly highly likely that our working relationship with valeo and merc continue I am hoping that our inclusion in their future products is imminent and not too many iterations away.
I look forward to anyone’s thoughts that may help me to achieve some clarity on this issue.
Cheers.
DollazAndSense
Regular
Yes, the 1H23 report reflects a lacklustre 6 months for the company from a sales perspective.
How some shareholders on here were expecting anything different though is beyond me. What company in their right mind was going to sign an IP licence with Brainchip in the first half of 2023 when Akida 2.0 benefits are right around the corner? As Sean noted in the AGM, the second generation of Akida with its incredible improvements and additional functionality, was developed as a result of direct feedback from customers as to their requirements.
Considering lead adopters have been engaged with the benefits of Akida 2.0 for a short while now with general availability supposedly available now as per @Fact Finder recent post, we should surely be expecting some sales conversions. My personal timeframe to start seeing some more numbers on the boards (IP licences) is 6-12 months. We've been patient. Leeway has been given for much longer than anticipated but with the release of the 2.0 platform, there are no more excuses to deliver tangible, financial results.
How some shareholders on here were expecting anything different though is beyond me. What company in their right mind was going to sign an IP licence with Brainchip in the first half of 2023 when Akida 2.0 benefits are right around the corner? As Sean noted in the AGM, the second generation of Akida with its incredible improvements and additional functionality, was developed as a result of direct feedback from customers as to their requirements.
Considering lead adopters have been engaged with the benefits of Akida 2.0 for a short while now with general availability supposedly available now as per @Fact Finder recent post, we should surely be expecting some sales conversions. My personal timeframe to start seeing some more numbers on the boards (IP licences) is 6-12 months. We've been patient. Leeway has been given for much longer than anticipated but with the release of the 2.0 platform, there are no more excuses to deliver tangible, financial results.
Bloomberg and Cristiano Amon talk on-device AI
Qualcomm President & CEO, Cristiano Amon took the stage at Bloomberg Technology Summit to discuss why on-device AI is a big deal.
Investig8ed
Regular
Nearly time to sell company to the chinese
Quiltman
Regular
Good points ...
With reference to Valeo, a "Joint Development " agreement can have numerous commercial iterations. There was agreement with Valeo that would cover some of BrainChips development costs, but no insight to what the commercial outcome of a successful "development using Akida" would be like.
From articles in 2020
Tech developer BrainChip (BRN) has signed a joint development agreement with European automotive supplier Valeo for its Akida system.
Valeo supplies sensors and systems for autonomous vehicles (AV) and advanced driver assistance systems (ADAS).
The tier-one auto supplier will incorporate BrainChip’s Akida neuromorphic System-on-Chip (SoC) as a neural network processor in Valeo’s sensing system.
The SoC will be developed to process data and learn in a way that is a lot more focused and streamlined than previous system architectures.
The low-power, reliable system will bypass the need for an exterior processing unit to integrate large amounts of sensor data, and instead provide a potentially better and more elastic solution in one compact package.
Most likely commercial outcome, IMHO, is a royalty from sales.
Something like 1% - 2%
And this would only become " worthy of ASX announcement" on sales being achieved. Even though Valeo have pre-orders etc, what happens if Valeo goes bust, or production fails etc. etc.
So my logic goes, it's been 3.5 years. Valeo scientists were lauding Spiking Neural Networks as the future back in 2018, they choose to work with BrainChip, so Valeo have been at it for more than 5 years, nothing has been announced that the joint development has been terminated. Is it SCALA 3 ? Very good chance, but not definite. We could still be "developing"
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