BRN Discussion Ongoing

[Deena]

@Deena,
I think I remember you were a WBT holder as well.
Not sure if you heard the BRN interview as well, but one thing that was asked of Sean is whether he had heard of WBT (and another company,
the name of which I did not hear clearly).
His response what that he had not heard of them, but that anyone who knows him would know that he will look into them now.

Thanks for that YLJ. Yes I still hold WBT and feel that they could be a good match-up with Akida in the future. They still have more to prove though as they are not up to the commercialisation stage of Brainchip's Akida yet. With that thought my main exposure is with BRN.

 

[uiux]

Question: What do you get if you cross Intel's TrueNorth with Kanye West?
Answer: TrueNorth West

 

[Iseki]

"Tech companies and investors are beating a path to our door right now." - Tony

I wonder what the value proposition is when investors approach BRN to buy a stake in the company. The world is changing fast now with many companies designing their own chips. ( 5 out of 10 car makers apparently). Merc are even writing their own operating system to stay differentiated from the rest, so hard to see their interest is just the entertainment system.

I do wonder if these investors are the like of MercB, or just venture capitalists. I'm worried that if the SP gets too cheap some one might want to take the whole thing private, and we'll all be left out in the cold.

 

[Potato]

When will BRN management release financials next?

 

[Fact Finder]

My guess for the upcoming 4C income is somewhere from 1.5 to 2 million dollars made up as follows:

1. MegaChips - ASX predicted $2 million over 2022 so half of that $1 million

2. Raspberry Pi & Module sales $500,000 approx

3. Engineering fees $150,000 plus

4. Additional EAP fees $???

My speculation only DYOR
FF

AKIDA BALLISTA

 

[GDJR69]

Out of interest this manipluated drop by Inst using B0Ts can be seen if you are using a decent Broker trading platform.
Right now a B0T is loading the sell side up to give the IMPRESSION of a major sell off.
At $2.67 price on the Sell it is loading and unloading hundreds of thousands of shares in and out. this practice is going on at other high and medium SELL levels.

It’s just so frustrating and high time the regulators did something about it

 

[JK200SX]

My guess for the upcoming 4C income is somewhere from 1.5 to 2 million dollars made up as follows:

1. MegaChips - ASX predicted $2 million over 2022 so half of that $1 million

2. Raspberry Pi & Module sales $500,000 approx

3. Engineering fees $150,000 plus

4. Additional EAP fees $???

My speculation only DYOR
FF

AKIDA BALLISTA

5. Estimate of ~100 Shuttle pc's $1,000,000

6. PCIE cards (I recall hearing about serial number #1176) $588,000

2.(revisited) If the Raspberry Pi's were sold out, were they sold out at 10, 100 or 1000 units. Therefore potentially big bucks here?

 

[Dhm]

I was disappointed that this podcast is only available after 1 April our time! I need a hit now!

Some quick quotes and a note or two from the interview:

"I'm even more convinced today. The tech is real, it's transformational - nothing even comes close."

"The technology is extremely flexible"

"We have the best-kept secret in the world."

"Tech companies and investors are beating a path to our door right now." - Tony

When asked about when we will know about products containing Akida in the market Sean responded that he does not foresee a time and most
customers are pretty serious about keeping it confidential. He then added: "of course, I know (trying to stop himself from smiling), but most people could not." He later mentioned that the best way to get an idea of this will be to keep an eye on financials.

He spoke about how it is not a short sales cycle but how customers are carefully selected with the criteria of being those who will get products to market. He spoke about the delays in chip manufacturing which are twice what they were and how companies have typical design cycles for products.
He also mentioned that many customers want to have their own IP (though incorporating BRN's IP into something larger - that is how I understood it).
These concepts reinforce for me why patience is required.

I asked about what % of EAP customers continue to engage. Sean responded "virtually all of them".

Overall, nothing really new but I thought it was a fantastic interview. I was very impressed with Sean and am delighted to have him at the helm.
I'm sure others who listened will share more, but above is what stood out to me.
Back to my charts.
GLTA

Edit: He also mentioned they are in discussions with a major communications company, a use case he did not expect, but that companies who want to have a foot in the future of AI are engaging.

I am guessing that this, together with the resultant market knowledge of our SP retracement and the interview above, will put a rocket up this company. Just precisely when the fuse is lit I'm not sure. Oh, and the icing on the cake is the comment shared by @Quiltman about IP negotiations with a major telecommunications company

 

[Fact Finder]

"Tech companies and investors are beating a path to our door right now." - Tony

I wonder what the value proposition is when investors approach BRN to buy a stake in the company. The world is changing fast now with many companies designing their own chips. ( 5 out of 10 car makers apparently). Merc are even writing their own operating system to stay differentiated from the rest, so hard to see their interest is just the entertainment system.

I do wonder if these investors are the like of MercB, or just venture capitalists. I'm worried that if the SP gets too cheap some one might want to take the whole thing private, and we'll all be left out in the cold.

If you go back to why Peter van der Made chose to go public via the ASX it was because he was ripped off by venture capitalists.

If you remember the former CEO Mr. Dinardo you will remember his statement to shareholders Brainchip is the only pure play Ai publicly traded company in the world and his lament that if it was not publicly traded they would be knocked over in the rush of venture capitalists wanting to throw money at Brainchip.

Yet even in the darkest days when to raise $3 million they had to give away 100 million shares Brainchip stood tall against your quite irrational fear.

There is no way on god’s green earth that at this point when the world is beating a path to Brainchip’s door that Peter van der Made, Anil Mankar, Robert Mitro and retail shareholders will vote to sell out to venture capital and lock themselves outside in the cold.

THE company is fully funded for years ahead it is not cap in hand in any one’s language.

Worry about the share price if you must but stick to rational fears please.

My opinion only DYOR
FF

AKUDA BALLISTA

 

[YLJ]

I was disappointed that this podcast is only available after 1 April our time! I need a hit now!

I am guessing that this, together with the resultant market knowledge of our SP retracement and the interview above, will put a rocket up this company. Just precisely when the fuse is lit I'm not sure. Oh, and the icing on the cake is the comment shared by @Quiltman about IP negotiations with a major telecommunications company

I'll be interested to see if the interview will have any meaningful effect on the SP (I'm skeptical) but I believe its time will come. I continue to track it based on charts, which is my area of competence, but I have zero stress about my long-term holdings here.

 

[Shadow59]

My guess for the upcoming 4C income is somewhere from 1.5 to 2 million dollars made up as follows:

1. MegaChips - ASX predicted $2 million over 2022 so half of that $1 million

2. Raspberry Pi & Module sales $500,000 approx

3. Engineering fees $150,000 plus

4. Additional EAP fees $???

My speculation only DYOR
FF

AKIDA BALLISTA

Thats about how I worked it for the 4c

"When asked about when we will know about products containing Akida in the market Sean responded that he does not foresee a time and most
customers are pretty serious about keeping it confidential. He then added: "of course, I know (trying to stop himself from smiling), but most people could not." He later mentioned that the best way to get an idea of this will be to keep an eye on financials." from YLJ post

I think we were very lucky that Mercedes let out their connection to BRN earlier this year for the sake of the long term holders and the temporary share price.
When the Megachip deal was announced I think a lot of us immediately became aware that the likelihood of many announcements about deals were likely to be very thin on the ground. This apparently has really now been confirmed by Sean.
I can see the share price from here on as suffering until we have a significant 4C that is indicative of potential income.
For me this gives me another "in" target for buying more shares the week before each 4C. (not financial advice)
Of course it will be interesting to see if they ever give a breakdown of royalties, upfront fees and engineering fees in the future 4C's.

 

[ndefries]

I was disappointed that this podcast is only available after 1 April our time! I need a hit now!

I am guessing that this, together with the resultant market knowledge of our SP retracement and the interview above, will put a rocket up this company. Just precisely when the fuse is lit I'm not sure. Oh, and the icing on the cake is the comment shared by @Quiltman about IP negotiations with a major telecommunications company

I think AT&T is one to monitor. A quick look has them very interested in the benefits of edge computing for their network.


'AT&T is building its network AI platform to scale from the core to the edge. It's also deploying white boxes with its DANOS operating system as it works towards disaggregation.

AI is the key ingredient for implementing numerous projects and platforms for AT&T. AT&T is putting more intelligence into its mobile edge compute (MEC) at the customer edge and into its radio access network (RAN.) It's using AI to manage its third-party cloud arrangements, such as Microsoft, and in its internal cloud and hybrid clouds.

"We're rethinking the RAN completely," he said. "We're pushing some of that intelligence to the RAN, where it's needed, all the way to the data centers, national, local, regional data centers."

AT&T is using AI and machine learning (ML) to build its 5G infrastructure to map its cell towers, fiber lines, and other transmitters that exist today, and to pinpoint the best location for 5G build outs in the future.

AT&T has more than 75,000 macro cells in its network and plans to build hundreds of thousands of small cells as well adding picocells, all of which will be guided by AI, AT&T's internal network data and third-party data.'

 

[Fact Finder]

5. Estimate of ~100 Shuttle pc's $1,000,000

6. PCIE cards (I recall hearing about serial number #1176) $588,000

2.(revisited) If the Raspberry Pi's were sold out, were they sold out at 10, 100 or 1000 units. Therefore potentially big bucks here?

I would love you to be right but I always take the worst view case.

I am not sure that their numbering system starts at zero and I have not seen any sales numbers for the two big ticket items only that whatever number of Raspberry Pi’s they started with are sold out.

I will not lodge a complaint with Tony Dawe if you are correct.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Chilling]

I just want to give an update from my view of the German BRN community:

I could name a lot of 100 % BRN holders that are convinced from the company as I am - but what I have to say is that unfortunately to broad base that we won with the MB announcement at the beginning of this year breaks away piece by piece.

The current SP confirms this trend. If there won't be good news in the near future we will just lose the good mood that has been from 21 to 22.

I absolutely understand any confidentialy clauses - but leaving your loyal private investors hanging in the air like it has been happening here for weeks is a no-go.

Just my frustrated 2 Cents at the moment...

Well said CEO needs to earn his money not good enough to sit there hoping while shareholders suffer huge losses.

 

[Fact Finder]

I think AT&T is one to monitor. A quick look has them very interested in the benefits of edge computing for their network.


'AT&T is building its network AI platform to scale from the core to the edge. It's also deploying white boxes with its DANOS operating system as it works towards disaggregation.

AI is the key ingredient for implementing numerous projects and platforms for AT&T. AT&T is putting more intelligence into its mobile edge compute (MEC) at the customer edge and into its radio access network (RAN.) It's using AI to manage its third-party cloud arrangements, such as Microsoft, and in its internal cloud and hybrid clouds.

"We're rethinking the RAN completely," he said. "We're pushing some of that intelligence to the RAN, where it's needed, all the way to the data centers, national, local, regional data centers."

AT&T is using AI and machine learning (ML) to build its 5G infrastructure to map its cell towers, fiber lines, and other transmitters that exist today, and to pinpoint the best location for 5G build outs in the future.

AT&T has more than 75,000 macro cells in its network and plans to build hundreds of thousands of small cells as well adding picocells, all of which will be guided by AI, AT&T's internal network data and third-party data.'

Yesterday I posted the following link. It does not reference Brainchip or AKIDA technology but lists all the main players in this area commencing with Intel and explores the use of SNN & CNN in communications.

The relevance of this paper has become much greater with the statement by Sean Hehir and when you have the time it is worth reading.

It would also be worthwhile to revisit the podcast with Rob Lincourt from DELL Technologies where he speaks about the value of being able to put a little bit of intelligence at endpoints in the 5G network.

https://www.mdpi.com/2079-9292/11/7/992/pdf

On thing is for sure and that is an IP licensing deal with a major like A.T. &T. would most certainly be caught by the ASX Rules and require an announcement.

If you consider how many endpoints in a 5G network there are we are talking major revenue streams.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Dhm]

Some quick quotes and a note or two from the interview:

"I'm even more convinced today. The tech is real, it's transformational - nothing even comes close."

"The technology is extremely flexible"

"We have the best-kept secret in the world."

"Tech companies and investors are beating a path to our door right now." - Tony

When asked about when we will know about products containing Akida in the market Sean responded that he does not foresee a time and most
customers are pretty serious about keeping it confidential. He then added: "of course, I know (trying to stop himself from smiling), but most people could not." He later mentioned that the best way to get an idea of this will be to keep an eye on financials.

He spoke about how it is not a short sales cycle but how customers are carefully selected with the criteria of being those who will get products to market. He spoke about the delays in chip manufacturing which are twice what they were and how companies have typical design cycles for products.
He also mentioned that many customers want to have their own IP (though incorporating BRN's IP into something larger - that is how I understood it).
These concepts reinforce for me why patience is required.

I asked about what % of EAP customers continue to engage. Sean responded "virtually all of them".

Overall, nothing really new but I thought it was a fantastic interview. I was very impressed with Sean and am delighted to have him at the helm.
I'm sure others who listened will share more, but above is what stood out to me.
Back to my charts.
GLTA

Edit: He also mentioned they are in discussions with a major communications company, a use case he did not expect, but that companies who want to have a foot in the future of AI are engaging.

I'm sorry, but I need to repeat some of the quotes that @YLJ made because I nearly fell off my chair whilst reading them:

Some quick quotes and a quote or two from the interview:

"I'm even more convinced today. The tech is real, it's transformational - nothing even comes close."

"The technology is extremely flexible"

"We have the best-kept secret in the world."

"Tech companies and investors are beating a path to our door right now." - Tony

The last two statements really amazed me. Left field question: wouldn't the ASX be a little uncomfortable with our CEO making public statements like that?

 

[Iseki]

If you go back to why Peter van der Made chose to go public via the ASX it was because he was ripped off by venture capitalists.

If you remember the former CEO Mr. Dinardo you will remember his statement to shareholders Brainchip is the only pure play Ai publicly traded company in the world and his lament that if it was not publicly traded they would be knocked over in the rush of venture capitalists wanting to throw money at Brainchip.

Yet even in the darkest days when to raise $3 million they had to give away 100 million shares Brainchip stood tall against your quite irrational fear.

There is no way on god’s green earth that at this point when the world is beating a path to Brainchip’s door that Peter van der Made, Anil Mankar, Robert Mitro and retail shareholders will vote to sell out to venture capital and lock themselves outside in the cold.

THE company is fully funded for years ahead it is not cap in hand in any one’s language.

Worry about the share price if you must but stick to rational fears please.

My opinion only DYOR
FF

AKUDA BALLISTA

Good point. Well made.
It's clear to me that Megachips would have been one of the potential investors.
Everyone seems to be firming up their supply chains these days, so I wouldn't be surprised if MB wanted a token slice as well.
Like you I take much comfort in that our CTO seems old school.

 

[Euks]

Some quick quotes and a note or two from the interview:

"I'm even more convinced today. The tech is real, it's transformational - nothing even comes close."

"The technology is extremely flexible"

"We have the best-kept secret in the world."

"Tech companies and investors are beating a path to our door right now." - Tony

When asked about when we will know about products containing Akida in the market Sean responded that he does not foresee a time and most
customers are pretty serious about keeping it confidential. He then added: "of course, I know (trying to stop himself from smiling), but most people could not." He later mentioned that the best way to get an idea of this will be to keep an eye on financials.

He spoke about how it is not a short sales cycle but how customers are carefully selected with the criteria of being those who will get products to market. He spoke about the delays in chip manufacturing which are twice what they were and how companies have typical design cycles for products.
He also mentioned that many customers want to have their own IP (though incorporating BRN's IP into something larger - that is how I understood it).
These concepts reinforce for me why patience is required.

I asked about what % of EAP customers continue to engage. Sean responded "virtually all of them".

Overall, nothing really new but I thought it was a fantastic interview. I was very impressed with Sean and am delighted to have him at the helm.
I'm sure others who listened will share more, but above is what stood out to me.
Back to my charts.
GLTA

Edit: He also mentioned they are in discussions with a major communications company, a use case he did not expect, but that companies who want to have a foot in the future of AI are engaging.

It sounds like Sean tried to get a few more logos to come out of the dark but got a solid “no”.

Or to follow with the current trends……

 

[butcherano]

Yesterday I posted the following link. It does not reference Brainchip or AKIDA technology but lists all the main players in this area commencing with Intel and explores the use of SNN & CNN in communications.

The relevance of this paper has become much greater with the statement by Sean Hehir and when you have the time it is worth reading.

It would also be worthwhile to revisit the podcast with Rob Lincourt from DELL Technologies where he speaks about the value of being able to put a little bit of intelligence at endpoints in the 5G network.

https://www.mdpi.com/2079-9292/11/7/992/pdf

On thing is for sure and that is an IP licensing deal with a major like A.T. &T. would most certainly be caught by the ASX Rules and require an announcement.

If you consider how many endpoints in a 5G network there are we are talking major revenue streams.

My opinion only DYOR
FF

AKIDA BALLISTA

Would you consider Cisco a telecommunications company? They might not be a provider, but they manufacture and sell telecommunications equipment. And we've got links with them from our work with them at the Cisco Internet of Everything Centre (CIIC) and through Anup's work with them. Could be an option?!...

 

[Dang Son]

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