BRN Discussion Ongoing

[CHIPS]

Great news!
I'd hate to see people sharing random Tata Elxsi posts thinking Brainchip is involved without any clear linkage between the two companies. Please just don't.

Do I understand you right that you did not want me to share this LinkedIn post from Rob Telson?
It is not just one of Rob's Likes which are posted here so often.
Or am I misunderstanding you?

 

[Bobbygant]

When’s our next cup handle going to happen?

 

[DK6161]

Do I understand you right that you did not want me to share this LinkedIn post from Rob Telson?
It is not just one of Rob's Likes which are posted here so often.
Or am I misunderstanding you?

Sorry wasn't directed at you. Yours was relevant. It's for those trigger happy members who will think Brainchip is involved in all Tata Elxsi projects.

 

[stockduck]

Food for thought!

View attachment 43244

Learning 🏖

For some interest: Digitate's flagship product, ignio.

Am I right that Digitate is also related to Tata Group?

Council Post: AIOps On The Road To The Autonomous Enterprise

The goal is to move from the classic observe-engage-act model to a more active policy of predict-prescribe-prevent.

www.forbes.com

Akhilesh Tripathi | CEO - Digitate | Forbes Technology Council

Find articles by Akhilesh Tripathi, CEO of Digitate and member of the Forbes Technology Council

councils.forbes.com

About Us

Digitate Ignio™, the award-winning AIOps solution, transforms IT and business operations with a closed-loop approach, delivering agility and assurance autonomously.

digitate.com

Well ignio is described here in following wordings:

"An AI-based spend intelligence solution that continuously monitors the Source-to-Pay process and market to proactively identify opportunities to save money, mitigate supplier risk, and improve data quality and compliance."

ignio Cognitive Procurement | Solution | TCS CUBO

An AI-based spend intelligence solution that continuously monitors the Source-to-Pay process and market to proactively identify opportunities to save money, mitigate supplier risk, and improve data quality and compliance.

cubo.tcsapps.com

Maybe akida IP could help here with security and energy solutions?

exciting....time will tell.

 

[Rise from the ashes]

Food for thought!

View attachment 43244

Learning 🏖

Thanks mate. Probably worth having a dig around those companies and bookmarking them and do some recon every now and then.
Or I could just bitch at your post

 

[toasty]

Not sure what this Telsa stuff is about. 12 months ago Samsung got a $3-4B contract to supply "traditional" cameras to Telsa. Not an event driven device in sight so very unlikely we're involved there.. And in another twist, Tesla changed their chip foundry for the new FSD chips to TSMC from Samsung. That initially got me interested due to our historic relationship with TSMC and my own conjecture that Akida1500 was developed to "fit in" to a specific configuration with a separate CPU - maybe the new Tesla FSD chip. However, the new FSD chips are being fabbed by TSMC at 4nm. If Telsa was the target end user, why did we fab Akida1500 in 22nm??

 

[Rise from the ashes]

I dunno folks.
Maybe I've just finally gone fully batshit crazy, but the more they push our price down, the more confident I feel, and the more I want to buy.
It's almost like the fear they seek to engender and which my intellect tells me I should be feeling has swapped polarity and instead makes me more determined than ever to ride this thing either straight on up to heaven or into the dirt.
It's like when I was a kid and someone dared me to do something.
No advice intended for any soul out there.
Just where I'm at atm.

Seek help I'm suffering the same feelings.
Loving this extra connection with Tata
Any chance you got the image of where they stated they wanted to build a robot with Akida inside?
@DingoBorat it looks more like a
Hoary-headed Grebe

 

[Schnitzel lover]

I’ll tell you what Wilzy, why don’t you just ignore me, and I’ll ignore you. It’s not like I’d be missing much, I genuinely cannot think of a single post you’ve made in all these years that add a particle of value anyway.

Come on mate. He/she is giving the best they have, however limited that is…

Bravo saw the light and look at their transformation into a wonderful contributor who now bypasses the chaffe and just adds to the chat.

What I will say about Wilzy is they are a fierce defender of BRN and that is the quality I will take, despite my prior moments of weakness in taking the bait.

Keep up whatever content you have Robsmark.. It’s valued and worthwhile..

 

[Schnitzel lover]

"Now we have to hope that a cap raise won’t be coming and that the management team chooses action over words. Something up until this point they were never able to do."

LDA are our finance partners. We still need to make another call to satisfy our obligation before the end of the year. That's why so many shorts are hanging around, a near guaranteed supply of new shares from the company itself as there is no revenue to pay the bills.

Not popular but a reality of business. There is no free lunch.

Another $2.8mill I believe before Dec 31st..

If you want a free lunch you have to be a BRN employee

 

[Pappagallo]

I dunno folks.
Maybe I've just finally gone fully batshit crazy, but the more they push our price down, the more confident I feel, and the more I want to buy.
It's almost like the fear they seek to engender and which my intellect tells me I should be feeling has swapped polarity and instead makes me more determined than ever to ride this thing either straight on up to heaven or into the dirt.
It's like when I was a kid and someone dared me to do something.
No advice intended for any soul out there.
Just where I'm at atm.

“If every instinct you have is wrong, then the opposite would have to be right.”

 

[millymydog]

Sean Hehir said half year results are clearly not acceptable.

Major solvency issue on the horizon ??


Loss for 6 month period to 30/6/2023 is $17.147 million (compared to a loss of $8.255 million in 2022)

Cash and cash equivalents is $21.8 million.


Licence revenue of $4.05 million in 2022 was not repeated in the last half year period.

Cash received from LDA Capital of $9.168 million during this half year.


Based on all of the above my concern is how future short term operations can continue without a Capital injection.

This capital injection could be in the form of

• Capital raising (at discount to current share price)
• Additional funds from LDA Capital.
• Revenue from Licences and Royalties.

Note the first two possibilities could result in significant share dilution due to the issue of new shares.


Can Commersialisation occur quickly enough to avoid a significant solvency crisis?

Concerned Milly

 

[toasty]

Here we go again. Another great partnership announced, another share price fall...........WTF!!!!!!!!!!

 

[DingoBorat]

Not sure what this Telsa stuff is about. 12 months ago Samsung got a $3-4B contract to supply "traditional" cameras to Telsa. Not an event driven device in sight so very unlikely we're involved there.. And in another twist, Tesla changed their chip foundry for the new FSD chips to TSMC from Samsung. That initially got me interested due to our historic relationship with TSMC and my own conjecture that Akida1500 was developed to "fit in" to a specific configuration with a separate CPU - maybe the new Tesla FSD chip. However, the new FSD chips are being fabbed by TSMC at 4nm. If Telsa was the target end user, why did we fab Akida1500 in 22nm??

Don't know..
But as far as the cameras, AKIDA doesn't "need" event based ones, it's just a better combination.

 

[Rise from the ashes]

Not sure if this is anything of use here
But published today maybe someone can pick the bones for some meat.

Neural encoding with unsupervised spiking convolutional neural network - Communications Biology

Unsupervised spiking convolutional neural networks (SCNNs) exhibit improved performance to object-optimized CNNs in predicting fMRI responses induced by visual stimuli and achieve promising results on image identification and reconstruction tasks.

www.nature.com

@toasty
Yes it flipping frustrating and totally backwards.

 

[Humble Genius]

View attachment 43234

https://x.com/brainchip_inc/status/1696274133934354595?s=46&t=QTEd-sj4ml4B_yEc2g-tKw

Perhaps Tata were waiting for AKIDA1500?

 

[Bravo]

The knee bone is connected to the thigh bone
La-a-la-la-la-laaa-laaa!!!


Tata + BrainChip partner
Reality AI + Arm partner (Reality AI is an indirect wholly owned subsidiary of Renesas)
Renesas + BrainChip partner
Arm + BrainChip partner
Renesas + Tata partner

 

[Shadow59]

Perhaps Tata were waiting for AKIDA1500?

Does anyone else get the feeling there's going to be a lot more happening soon now this has been announced.
One of these might just be a contract signing instead of a partnership.

 

[FabricatedLunacy]

Does anyone else get the feeling there's going to be a lot more happening soon now this has been announced.
One of these might just be a contract signing instead of a partnership.

Would be nice if it did... as mentioned elsewhere, picked up 16500 extra today (and then it dipped more, ah well)... I will wait and see.

 

[Meetupsoon]

Good Morning,

Is anyone concerned about the Superannuation changes that might get passed come 1 July 2025 in respect to the Unrealised Capital Gains tax? I know I am concerned. With the possibility of the share prices increasing over time (BRN) There is the potential for huge gains to be made. This tax really does take the sweetener of $$ made within Super.

Regards

 

[Bravo]

I was looking into Tata Elxsi a few weeks ago thinking that this could be the relationship with a major communications company which was mentioned a few podcasts back. There were a few posts here on TSE earlier in the year I believe relating to Tata Elxsi as well. Well done to those dot joiners. Well done management. Tata is a bohemoth......

View attachment 43242

Happy as Larry