BRN Discussion Ongoing

[Foxdog]

I see your point. No announcement, no revenue. Maybe it is one of those NDA or top secret collaboration BS that we are not allowed to know.

I on the other hand believe that we are not involved at all.

But even a top secret collaboration, particularly with a government agency, would require that BRN is paid for supply of expertise, IP, consulting etc, etc. I get that royalties require sale of goods but if the success of a mission, such as landing on the moon, is enhanced by AKIDA then compensation for that success would be required. Perhaps we'll see something in the next 4C. I find all of the potential and sensible dots that posters here are finding should be relating to a revenue stream of some sorts. There is a massive disconnect here that can't be ignored - and we're getting absolutely nothing from the business to suggest that actual revenue is imminent.

 

[Bravo]

Well if this is the case (that AKIDA is on the moon) then it confirms something else too - that AKIDA is being handed out for free

Well in June last year Rob Telson said that we’d helped NASA get into orbit, so maybe it’ll be like a barter situation where we give them some free Akida’s and they give us some free trips to Mars in the not too distant future.

 

[Schnitzel lover]

'Several active customers elected to defer their evaluation of BrainChip’s technology until after the expected release of Akida 2.0 in August 2023'.

So what exactly does this statement from Antonio really mean. It appears to me that no evaluation was done by these companies and that said evaluation will only begin when they get their hands on Gen2. If the usual design cycle is 3 to 4 years then products from this particular cohort of customers will not appear for ages. Have they not been playing around with Akida1000 with the view of incorporating Gen2 quickly into a product range?

Is AKIDA actually groundbreaking? 3 things need to happen over the next month 1. Mercedes confirmation that AKIDA is in their next EV's. 2. Valeo confirmation that we are in Scala 3 and 3. Release of Gen2 and confirmation that specific customer requests have been addressed in this release and that product development is underway to incorporate it.

If by some miracle each of these events come to pass over the next month then we will see a significant re-rate. If none of them happen then I doubt AKIDA is actually a viable solution for the current commercial market. IMO this is a binary outcome that will play out very soon.

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

 

[Xhosa12345]

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

 

[wilzy123]

resort to another unoriginal GIF

Even more LMAO.....

Seriously though, what makes you think you deserve more?

 

[Schnitzel lover]

I am puzzled to see there are still a number of people looked really surprised about the revenue figure knowing no new license has been signed since November 2021. Of course the jan-jun half year report will post little revenue. Panicing for what you already knew since june?

akida 2.0 is finally so close to its general availability, and we all know unlike the 1.0, 2.0 was developed with partners and customers input. Which means, they told us what they need on top of 1.0, and we developed the 2.0 exactly to their requirements.

Good luck for those thinking about selling out right before the first akida 2.0 ip sale annoucements

Been hearing that same narrative for the last 3 years.. Well many peoples hard earned are highly diminished due to their blind faith whilst non-performing Directors and Sales staff continually get hyper inflated wages..

 

[Schnitzel lover]

There is alot of people doing it hard atm. High interest rates, recession and inflation causing heartache and naturally people will lash out.

Cant help to think is this generational buying opportunity like when we were hit with the first wave of covid.

Everyone should have their own personal plan and manage risk tolerance.

Exactly, manage risk tolerance..

And the price will be the ultimate revealer of news.. If news is good so will be the price, but usually the price comes first

 

[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 !