BRN Discussion Ongoing

[IloveLamp]

What is going on here, I thought AKIDA was the solution for voice features (at the very least). Qualcomm provide their own IP solutions so I see them as a direct competitor for BRN, although they have cloud based solutions. Perhaps AKIDA could take over when connection is lost with the cloud but I doubt they would be incorporating our IP into their products.

This IAA has given us nothing to be confident about. It appears as though AKIDA is just a novelty plaything for Merc and they are not ready to commit.to our tech. Even when talking about the EQXX nothing has been mentioned - why not?

We are being treated like fools here, how long does our company expect to keep developments, or lack thereof, from us while it appears no substantial progress is being made.

Gen2 will not excite the market because there will be no follow-up news on engagements or deals. If they exist they'll be hidden under NDA's - how convenient.

 

[supersonic001]

BrainChip on LinkedIn: GSA US Executive Forum (USEF)—September 14, 2023

Don't miss the upcoming GSA US Executive Forum (USEF)—September 14, 2023 in Menlo Park, CA, of which BrainChip is a sponsor and where you’ll have another…

www.linkedin.com

 

[Jasonk]

Qualcomm deal with ARM and it's interesting qualcomm will be in both Mercedes and BMW.

We know MB have already mentioned brainchip and "hey akida" was being demonstrated in a brainchip video recently released that was not a MB.

You couldn't see the badge but sifting through google images the dash appeared to be hyundai dash. This info system is being designed by Samsung for Volkswagen . Qualcomm are working with Samsung for this project also.

If qualcomm are accessing our IP via ARM we are set otherwise I think a few questions need to be asked. Letting rumours run it just as bad as the lack of information. Even worse is if "stagnate" clients are in all reality cancelled further RnD or communications with BRN.

I think it's time BRN release a quarterly pipeline, this is not breaching NDA; if this can't be provided maybe shareholders should be looking at options

 

[DerAktienDude]

What is going on here, I thought AKIDA was the solution for voice features (at the very least). Qualcomm provide their own IP solutions so I see them as a direct competitor for BRN, although they have cloud based solutions. Perhaps AKIDA could take over when connection is lost with the cloud but I doubt they would be incorporating our IP into their products.

This IAA has given us nothing to be confident about. It appears as though AKIDA is just a novelty plaything for Merc and they are not ready to commit.to our tech. Even when talking about the EQXX nothing has been mentioned - why not?

We are being treated like fools here, how long does our company expect to keep developments, or lack thereof, from us while it appears no substantial progress is being made.

Gen2 will not excite the market because there will be no follow-up news on engagements or deals. If they exist they'll be hidden under NDA's - how convenient.

Never underestimate the company's ability to disappoint.

 

[IloveLamp]

Cheif BRN scientist likes this.

AI system does better than humans at identifying odors

A new computer-trained scent model has done better than humans at identifying odors. In analyzing 500,000 potential odor molecules that had never before been synthesized, it also handily did work that would take 70 person-years to complete.

newatlas-com.cdn.ampproject.org

 

[chapman89]

Qualcomm deal with ARM and it's interesting qualcomm will be in both Mercedes and BMW.

We know MB have already mentioned brainchip and "hey akida" was being demonstrated in a brainchip video recently released that was not a MB.

You couldn't see the badge but sifting through google images the dash appeared to be hyundai dash. This info system is being designed by Samsung for Volkswagen . Qualcomm are working with Samsung for this project also.

If qualcomm are accessing our IP via ARM we are set otherwise I think a few questions need to be asked. Letting rumours run it just as bad as the lack of information. Even worse is if "stagnate" clients are in all reality cancelled further RnD or communications with BRN.

I think it's time BRN release a quarterly pipeline, this is not breaching NDA; if this can't be provided maybe shareholders should be looking at options

Brainchip have never mentioned any forecast for Mercedes, for this very reason.

Brainchip never put out a release saying to watch the IAA Mobility show, it’s us shareholders who have focused our attention on this so if our name doesn’t get mentioned it’s not Brainchips fault, because they weren’t the ones to tell us to look out for it.

It’s also not Brainchips fault that Mercedes or others don’t want to mention us yet, it would be entirely up to Mercedes and others as to when.
Just think for a moment, we’ve all known about TATA for a few years now, but only recently they’ve decided to make it public, so that goes to show they won’t make something public until both parties feel it’s the right time.

We are in Valeo Scala3, that is my belief from my research and communications with a Valeo employee which I’ve posted here a couple times. Just because Valeo have come out and said they’re partnering with MobileEye doesn’t mean they’re using them for Scala3, Scala3 has been in the pipeline for a few years now, you simply cannot just pull out the IP and implement somebody else’s IP onto whatever hardware is being used.
Scala3 would have to have gone through and met strict safety requirements and that simply takes years to achieve.

 

[Cgc516]

BrainChip on LinkedIn: GSA US Executive Forum (USEF)—September 14, 2023

Don't miss the upcoming GSA US Executive Forum (USEF)—September 14, 2023 in Menlo Park, CA, of which BrainChip is a sponsor and where you’ll have another…

www.linkedin.com

View attachment 43966

For the previous 5 slience days there were no any communication, we finally got one fresh update, it is exactly ‘ company traditional update ‘, give you another date to tell you the length of next silence period will be!
Nice job!

 

[Pmel]

Brainchip have never mentioned any forecast for Mercedes, for this very reason.

Brainchip never put out a release saying to watch the IAA Mobility show, it’s us shareholders who have focused our attention on this so if our name doesn’t get mentioned it’s not Brainchips fault, because they weren’t the ones to tell us to look out for it.

It’s also not Brainchips fault that Mercedes or others don’t want to mention us yet, it would be entirely up to Mercedes and others as to when.
Just think for a moment, we’ve all known about TATA for a few years now, but only recently they’ve decided to make it public, so that goes to show they won’t make something public until both parties feel it’s the right time.

We are in Valeo Scala3, that is my belief from my research and communications with a Valeo employee which I’ve posted here a couple times. Just because Valeo have come out and said they’re partnering with MobileEye doesn’t mean they’re using them for Scala3, Scala3 has been in the pipeline for a few years now, you simply cannot just pull out the IP and implement somebody else’s IP onto whatever hardware is being used.
Scala3 would have to have gone through and met strict safety requirements and that simply takes years to achieve.

Thanks for your input. Can you put that correspondence again if you dont mind.

 

[chapman89]

Thanks for your input. Can you put that correspondence again if you dont mind.

 

[keyeat]

Cheif BRN scientist likes this.

AI system does better than humans at identifying odors

A new computer-trained scent model has done better than humans at identifying odors. In analyzing 500,000 potential odor molecules that had never before been synthesized, it also handily did work that would take 70 person-years to complete.

newatlas-com.cdn.ampproject.org

View attachment 43970

Do you really think this means anything ? Just because he likes a post on LinkedIn .....

 

[robsmark]

Do you really think this means anything ? Just because he likes a post on LinkedIn .....
View attachment 43980

Wha… what?! My good man, it’s definitive confirmation of a deal.

 

[Damo4]

What is going on here, I thought AKIDA was the solution for voice features (at the very least). Qualcomm provide their own IP solutions so I see them as a direct competitor for BRN, although they have cloud based solutions. Perhaps AKIDA could take over when connection is lost with the cloud but I doubt they would be incorporating our IP into their products.

This IAA has given us nothing to be confident about. It appears as though AKIDA is just a novelty plaything for Merc and they are not ready to commit.to our tech. Even when talking about the EQXX nothing has been mentioned - why not?

We are being treated like fools here, how long does our company expect to keep developments, or lack thereof, from us while it appears no substantial progress is being made.

Gen2 will not excite the market because there will be no follow-up news on engagements or deals. If they exist they'll be hidden under NDA's - how convenient.

Spot on mate. Dont know what to say.

Never underestimate the company's ability to disappoint.

Am I missing something here, why are these comments gathering so much support?


Antonio covered this in the last podcast, where our IP may never again be recognised formally or explicitly in any product.
This is the explanation for "watch the financials" and why it was such a left field comment when MB announced use of Akida in the "hey Mercedes" functionality.

Personally, I haven't watched a single piece of this MB presentation because I don't expect us to be re-announced.
We know MB are still engaged with us, we know they have an NDA and like Robsmark mentioned in the previous page, NDA's go both ways.
Whilst Brainchip may want the recognition, they may have erroneously announced the engagement, potentially with us calling them up on it.
Of course, for Brainchip, the NDA exists more to protect our secrets, not prevent our name getting out there, but who knows what's in the NDA.

To think that either BRN owe us something to be announced here, or even to expect MB to announce it for themselves is just baseless and silly IMO.
The more they love us, the more likely we will never hear them mention us again, to protect what they as a manufacturer, can offer clients.

Also we know for an absolute fact, that Qualcomm was the brains behind the entire MBUX:
Qualcomm Continues Technology Collaboration with Leading Luxury Automaker to Power Vehicles with Snapdragon Digital Chassis
However it is likely in the EQXX that it was Akida + Snapdragon, it's not like Akida can run the MBUX on it's own.
Snapdragon does not mean Akida isn't involved, nor does it confirm it is.

Again to speculate that we are or are not included is just a waste of your own time.
We may never find out for sure and we won't specifically know unless something is slipped again, which IMO wont happen again.
Without the word Akida being whispered by MB again, this is practically Schrodinger's Mercedes.
Still worth keeping an ear out if you have the time, but ultimately I wouldn't hold your breath.

 

[Jasonk]

Brainchip have never mentioned any forecast for Mercedes, for this very reason.

Brainchip never put out a release saying to watch the IAA Mobility show, it’s us shareholders who have focused our attention on this so if our name doesn’t get mentioned it’s not Brainchips fault, because they weren’t the ones to tell us to look out for it.

It’s also not Brainchips fault that Mercedes or others don’t want to mention us yet, it would be entirely up to Mercedes and others as to when.
Just think for a moment, we’ve all known about TATA for a few years now, but only recently they’ve decided to make it public, so that goes to show they won’t make something public until both parties feel it’s the right time.

We are in Valeo Scala3, that is my belief from my research and communications with a Valeo employee which I’ve posted here a couple times. Just because Valeo have come out and said they’re partnering with MobileEye doesn’t mean they’re using them for Scala3, Scala3 has been in the pipeline for a few years now, you simply cannot just pull out the IP and implement somebody else’s IP onto whatever hardware is being used.
Scala3 would have to have gone through and met strict safety requirements and that simply takes years to achieve.

Not sure how you derived your opening statement? I do not believe my post insinuated that its Brainchips fault at all and to the contrary I feel my opening was very supportive of my belief that we are still involved via my own research.

If it's regarding the closing statement.
What I did say in closing was that Brainchip should be providing a pipeline, this is my opinion and what I expect from other stocks at this point in the business cycle, you don't have to agree with this, but I still have a right to say it.

 

[Diogenese]

No, but this offer sounds good for now. Many companies here seem to have given up the race. Just now on the radio it's about Bosch, e.g., which had invested massively in battery technology or LIDAR and has abandoned both and is currently writing them off and wants to work more closely with China and further away from the automotive. The radio report goes on to say that no region or country in the world invests more in future technologies than Germany in this sector. Apparently this seems to be of no use and only MB seems to have success in this sector.

And just now, our clown of an economics minister is calling on the automobile companies to invest even more. As if more would achieve more. But he also comes from a party that is anything but close to industry and for me rather stands for deindustrialization. Actually a topic for the bar.

I heard from Bosch that they have a kind of (fully digital) ticket system for tasks. The problem is that everyone only follows blindly or mindless this ticket system instead of talking to the people they work with. I heard that sometimes years old tasks or tickets pop up that are now obsolete which are nevertheless worked off or time is wasted trying to do so. Like a robot without a functioning brain, like in a government agency, always in circles instead of moving forward.
They seem to be working inefficiently past each other. If what I was told by a frustrated person is true. It is only one example.

Others can only dream of his offer and have no overview because insufficiently digitized, especially here in Germany. I think the solution lies somewhere in the middle.
At the moment it seems that MB just has no problem with this and therefore his offer seems perhaps wrongly addressed, for me if it is an offer. Seems to work for MB.

He seems to be one of us?

Hi cosors,

It's a shame to see Bosch floundering on these technologies.

I digress a bit, but in the '60's those university students who could afford cars often had second hand English cars, Austin, Morris, ...

The electrics were made by Lucas Electrics, who quickly became known as "Lucas! Prince of Darkness!".

 

[Schnitzel lover]

Brainchip have never mentioned any forecast for Mercedes, for this very reason.

Brainchip never put out a release saying to watch the IAA Mobility show, it’s us shareholders who have focused our attention on this so if our name doesn’t get mentioned it’s not Brainchips fault, because they weren’t the ones to tell us to look out for it.

It’s also not Brainchips fault that Mercedes or others don’t want to mention us yet, it would be entirely up to Mercedes and others as to when.
Just think for a moment, we’ve all known about TATA for a few years now, but only recently they’ve decided to make it public, so that goes to show they won’t make something public until both parties feel it’s the right time.

We are in Valeo Scala3, that is my belief from my research and communications with a Valeo employee which I’ve posted here a couple times. Just because Valeo have come out and said they’re partnering with MobileEye doesn’t mean they’re using them for Scala3, Scala3 has been in the pipeline for a few years now, you simply cannot just pull out the IP and implement somebody else’s IP onto whatever hardware is being used.
Scala3 would have to have gone through and met strict safety requirements and that simply takes years to achieve.

Great work as usual Jesse

 

[SharesForBrekky]

Do you really think this means anything ? Just because he likes a post on LinkedIn .....
View attachment 43980

Whether there is any official connection or not, to me this also shows a genuine respect and interest in what the other is achieving.

I think it's important that within the tech sector to take notice and acknowledge others (whether competitors or not), as you wouldn't want to be left out in the outer.

 

[Learning]

Just on the subject of Mercedes. Mercedes could use Brainchip IP through Arm. And us shareholders would never know. Just a thought.

This is from the Arm Holdings F1 filings

'We are working with leading companies such as Alphabet, Cruise LLC, Mercedes-Benz, Meta and NVIDIA to deploy Arm technology to run AI workloads.'

https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm

Look at Emily job tile. Advisor to Arm & Mercedes.

Learning 🏖

 

[DollazAndSense]

Am I missing something here, why are these comments gathering so much support?


Antonio covered this in the last podcast, where our IP may never again be recognised formally or explicitly in any product.
This is the explanation for "watch the financials" and why it was such a left field comment when MB announced use of Akida in the "hey Mercedes" functionality.

Personally, I haven't watched a single piece of this MB presentation because I don't expect us to be re-announced.
We know MB are still engaged with us, we know they have an NDA and like Robsmark mentioned in the previous page, NDA's go both ways.
Whilst Brainchip may want the recognition, they may have erroneously announced the engagement, potentially with us calling them up on it.
Of course, for Brainchip, the NDA exists more to protect our secrets, not prevent our name getting out there, but who knows what's in the NDA.

To think that either BRN owe us something to be announced here, or even to expect MB to announce it for themselves is just baseless and silly IMO.
The more they love us, the more likely we will never hear them mention us again, to protect what they as a manufacturer, can offer clients.

Also we know for an absolute fact, that Qualcomm was the brains behind the entire MBUX:
Qualcomm Continues Technology Collaboration with Leading Luxury Automaker to Power Vehicles with Snapdragon Digital Chassis
However it is likely in the EQXX that it was Akida + Snapdragon, it's not like Akida can run the MBUX on it's own.
Snapdragon does not mean Akida isn't involved, nor does it confirm it is.

Again to speculate that we are or are not included is just a waste of your own time.
We may never find out for sure and we won't specifically know unless something is slipped again, which IMO wont happen again.
Without the word Akida being whispered by MB again, this is practically Schrodinger's Mercedes.
Still worth keeping an ear out if you have the time, but ultimately I wouldn't hold your breath.

It is conflicting statements from Brainchip's team that absolutely do my head in sometimes as is the case when you say:

"Antonio covered this in the last podcast, where our IP may never again be recognised formally or explicitly in any product."

Now I haven't listened to that last podcast as I found part 1 quite pointless, personally. But this statement is much different to the tune Tony Dawe was singing in March 2023. In an emailed response to @alwaysgreen, Tony stated:

"It seems highly unlikely that a customer of one of our licencees would keep its use of neuromorphic AI secret for very long.

Such a company would almost certainly use the employment of Akida neuromorphic IP as part of its marketing pitch to attract customers by differentiating its product from its competitors. See Mercedes press release 4 Jan 2022."

Antonio's and Tony's comments are in stark contrast to one another.

 

[Esq.111]

Good Morning Chippers ,

Well call me an eternal optimist ....... I'm getting the feeling we may see a decent push up today.

Purely derived from the look of the five day chart ... and more so from the VOLUME PATTERN compiled on the five day ,one minute duration.

.

* And just like that a sell order popps up for 844,466 units to create fear.
* This only strengthens my conviction.

Regards,
Esq.