BRN Discussion Ongoing

[AusEire]

But I’m out. Have fun laughing at anyone who’s DERANGED.

There I fixed it for you

 

[Tony Coles]

I regret to inform you that I am unable to comply with your request due to a personality disorder that I suffer from that makes me a bit dotty.

But, what I can do is ask you if you think there'a anything a bit weird about the timeline of events listed below. I mean if Snapdragon Digital Chassis was so brilliant at voice control, why didn't Markus Shafer toot about Qualcomm on his linked blog, which was AFTER Mercedes partnered with Qualcomm on its Snapdragon Digital Chassis Solutions?

• Jan 2022 - “Working with California-based artificial intelligence experts BrainChip, Mercedes-Benz engineers developed systems based on BrainChip’s Akida hardware and software,” Mercedes noted in a statement describing the Vision EQXX. “The example in the Vision EQXX is the “Hey Mercedes” hot-word detection. Structured along neuromorphic principles, it is five to ten times more efficient than conventional voice control,” the carmaker claimed.
• Oct 2022 - Markus Shafer (Mercedes CTO) asks everyone to vote on a poll in which neuromorphic computing wins the vote
• Sep 2022 - Mercedes and Qualcomm Collaborate to power upcoming Mercedes vehicles with Snapdragon Digital Chassis Solutions
• Jan 2023 - Markus Shafer published his blog on Neuromorphic Computing in which he mentions BrainChip and the amasing efficiency of the voice control in the EQXX
• Sep 2023 - Qualcomm announced it's Snapdragon Digital Chassis will enhance voice control in both BMW and Mercedes vehicles

DOT DOT DOT DOT DOT DOT DOT…

 

[Damo4]

I know trolls like you and damo will try anything to ridicule critical posts and god forbid post something productive.
So just as a reminder it was our German Forum who found the Ant61 connection and it was me who published it on this forum. The only actual real dot with a use case that’s open for everyone to see. Not a possible nda/ dot/ connection woulda coulda shoulda. It was the post that made our retired fact finder show up again. That poor guy put in so much work for nothing and I hope he’s fine…
But I’m out. Have fun laughing at anyone who’s critical.

You posted a LinkedIn link where ANT61 talked about us, that is not a dot join.
They even tagged Brainchip in the post and mentioned Akida by name.
Again, not a dot, and people like Wilzy and I have posted dozens of twitter and linkedin posts, none of which are considered dot joining.
That's just spreading information, get off your high horse, dozens of contributors have posted twitter links

People like Chapman, Fact Finder, Uiux, Bravo et al (many more) have posted genuine content that involved digging and dot-joining.
To shit on them at your low point is frankly disgusting. Your contributions, similar to mine and others, pale in comparison to what they have shown us.

Also people remember your post history, you criticized the company for it's cash burn and claimed a cap raise was coming soon and we didn't have enough funds.
All lies, all un-helpful.

The fact is, your hip-pocket is hurting and you lash out at both people here and at management for your own poor investment decisions.

But I’m out.

Genuinely the best thing you've posted.
I hope this dot-join is that we won't hear your baseless rubbish any further.
I normally think the hysteria is pretty funny but your posting is genuinely insulting to those who work hard here.

 

[AusEire]

You posted a LinkedIn link where ANT61 talked about us, that is not a dot join.
They even tagged Brainchip in the post and mentioned Akida by name.
Again, not a dot, and people like Wilzy and I have posted dozens of twitter and linkedin posts, none of which are considered dot joining.
That's just spreading information, get off your high horse, dozens of contributors have posted twitter links

People like Chapman, Fact Finder, Uiux, Bravo et al (many more) have posted genuine content that involved digging and dot-joining.
To shit on them at your low point is frankly disgusting. Your contributions, similar to mine and others, pale in comparison to what they have shown us.

Also people remember your post history, you criticized the company for it's cash burn and claimed a cap raise was coming soon and we didn't have enough funds.
All lies, all un-helpful.

The fact is, your hip-pocket is hurting and you lash out at both people here and at management for your own poor investment decisions.


Genuinely the best thing you've posted.
I hope this dot-join is that we won't hear your baseless rubbish any further.
I normally think the hysteria is pretty funny but your posting is genuinely insulting to those who work hard here.

 

[rgupta]

I regret to inform you that I am unable to comply with your request due to a personality disorder that I suffer from that makes me a bit dotty.

But, what I can do is ask you if you think there'a anything a bit weird about the timeline of events listed below. I mean if Snapdragon Digital Chassis was so brilliant at voice control, why didn't Markus Shafer toot about Qualcomm on his linked blog, which was AFTER Mercedes partnered with Qualcomm on its Snapdragon Digital Chassis Solutions?

• Jan 2022 - “Working with California-based artificial intelligence experts BrainChip, Mercedes-Benz engineers developed systems based on BrainChip’s Akida hardware and software,” Mercedes noted in a statement describing the Vision EQXX. “The example in the Vision EQXX is the “Hey Mercedes” hot-word detection. Structured along neuromorphic principles, it is five to ten times more efficient than conventional voice control,” the carmaker claimed.
• Oct 2022 - Markus Shafer (Mercedes CTO) asks everyone to vote on a poll in which neuromorphic computing wins the vote
• Sep 2022 - Mercedes and Qualcomm Collaborate to power upcoming Mercedes vehicles with Snapdragon Digital Chassis Solutions
• Jan 2023 - Markus Shafer published his blog on Neuromorphic Computing in which he mentions BrainChip and the amasing efficiency of the voice control in the EQXX
• Sep 2023 - Qualcomm announced it's Snapdragon Digital Chassis will enhance voice control in both BMW and Mercedes vehicles

Bravo I respect your work so much, but I think we have to stop digging and looking for dots.
You/ We've found so many connections over the years but nothing at all eventuated to something material.
It's just time that the company finally delivers. The initial date for revenue was end of 2022. Now everyone acts like it has always been 2024 – 2025.

The last months I received a lot of backlash. I turned from this excited investor who believes in the technology (what I still do btw it's the management that I find highly uncapable) into someone who's very critical in his posts.
The responses are always the same. Either, the shorters are blamed for everything. Or it's just fine losing 80%+ of a company's value.
What I'm saying is that the share price is a consequence of the capability of our management. And they failed massively.
Someone on this forum even said he'd bet his life that we are involved with Valeo. Backed up was this claim by some reactions of the presenter during a presentation when asked if Akida was inside. Or something similar, I don't know what the correct wording was.
Well now we know we're not as literally everyone moved away from our failed first gen product, seemingly even Mercedes Benz who were very outspoken.

Now it's time for the management to finally achieve something material. If that happens we can start looking for dots again. Up until this point I'll never take any dot serious, no matter how convincing it could be.

End of the day important is what information company is providing to us. And in very clear words Antonio tell us akida 1.0 was not robust enough and solutions are possible without the same with present tech and cloud.
Now think why he used such type of words. No management will try to use negative words for their product but it may be a fact that akida 1.0 was beaten by some existing player.
Now think this was someone on this forum keep investing from 2.3 to way down upto 30 cents and feels that dot joining is right so he/she could be under serious trouble.
So I agree with DAD that we should corelate the realities with assumptions and have a pause before company tell us something better.

 

[Neuromorphia]

I know trolls like you and damo will try anything to ridicule critical posts and god forbid post something productive.
So just as a reminder it was our German Forum who found the Ant61 connection and it was me who published it on this forum. The only actual real dot with a use case that’s open for everyone to see. Not a possible nda/ dot/ connection woulda coulda shoulda. It was the post that made our retired fact finder show up again. That poor guy put in so much work for nothing and I hope he’s fine…
But I’m out. Have fun laughing at anyone who’s critical.

hello @DerAktienDude
Remember, months before your confirmation post came lots of digging and looking for dots and connections by @M_C and @Rise from the ashes that eventuated into something material. This time the company has delivered.

M_C	01 ANT61 Rob Telson likes this...............Dec 2, 2022

M_C	02Mikhail Asavkin said “Congratulations BrainChip team!”

Rise from the ashes

03 Rob Telson likes this

M_C	04 Rob Telson likes this
Rise from the ashes	05 Rob Telson likes this…

DerAktienDude

06 ANT61 on LinkedIn: #robotics #ai #machinelearning #innovation #space #spaceaustralia… Mar 16, 2023

we love new dots. A new dot of a collaborating company is confirmation on our investment decisions.

So we thankyou for your confirmation post on March 16 2023.

Happy hunting looking for dots.

I'm sure BRN will continue to evolve and deliver.

 

[Damo4]

End of the day important is what information company is providing to us. And in very clear words Antonio tell us akida 1.0 was not robust enough and solutions are possible without the same with present tech and cloud.
Now think why he used such type of words. No management will try to use negative words for their product but it may be a fact that akida 1.0 was beaten by some existing player.
Now think this was someone on this forum keep investing from 2.3 to way down upto 30 cents and feels that dot joining is right so he/she could be under serious trouble.
So I agree with DAD that we should corelate the realities with assumptions and have a pause before company tell us something better.

I might be wrong but I seem to remember his comments were about the akida 1 not being robust enough to justify the share price, AKA Merc announcement hype.
As in the company valued at $3B didn't match up to the product offering, but he's also on record saying the SP does what the SP does, which insinuates management can't stop it running that high on speculation which is also true.


Edit: also our only revenue is based on Licenses for Akida 1 which have all been ASX announcements. It's clear our direct customers are not the kind we as lay-people deal with every day as far as consumer products, it's the big boys in the background.

 

[rgupta]

I might be wrong but I seem to remember his comments were about the akida 1 not being robust enough to justify the share price, AKA Merc announcement hype.
As in the company valued at $3B didn't match up to the product offering, but he's also on record saying the SP does what the SP does, which insinuates management can't stop it running that high on speculation which is also true.


Edit: also our only revenue is based on Licensed for Akida 1 which have all been ASX announcements. It's clear our direct customers are not the kind we as lay-people deal with every day as far as consumer products, it's the big boys in the background.

Does not you feel he wants to say yes shorters are right and holders have to be more patient???

 

[Damo4]

Does not you feel he wants to say yes shorters are right and holders have to be more patient???

There will always be shorters and holders, I don't think that's important. My point was more we have ended up at a price pre Merc ANN, which albeit is too low IMO, at least is more realistic than $2.34.
People were short at 37c before it ran, people were short at $2.34 before it dropped.
I'm a holder not a shorter so what they do is of no interest to me.

If I had to speculate, id say he wished no one got on the hype train, as it caused baseless expectations of company performance, tied to a SP that would, in hindsight, come crashing back.

 

[cosors]

It's not really that loooooooooooooooooooong of a bow to draw when you ask yourself why Arm would choose to showcase their highest performance Cortex M-85 with BrainChip's IP at the Embedded World 2023?

As far as I'm aware, Arm have never announced any other partner's that have full compatibility with their entire product family.

add
Arm’s Cortex-M coupled with BrainChip’s Akida delivers unparalleled system performance.
https://armkeil.blob.core.windows.net/developer/Files/pdf/ai-ecosystem-catalogue/BrainChip_Arm-AI-Partner-Solution-Brief-Template-1.pdf

Wouldn't it be a shame to just ignore this statement of theirs? Isn't ARM building their own chip to show the industry what's possible? I'm thinking of the IPO and showcase.

Who seriously thinks that this is uninteresting for the market?
ARM, show me what you have to offer! This is the best?

With ARM's announcement I don't need to be a believer.

 

[rgupta]

There will always be shorters and holders, I don't think that's important. My point was more we have ended up at a price pre Merc ANN, which albeit is too low IMO, at least is more realistic than $2.34.
People were short at 37c before it ran, people were short at $2.34 before it dropped.
I'm a holder not a shorter so what they do is of no interest to me.

If I had to speculate, id say he wished no one got on the hype train, as it caused baseless expectations of company performance, tied to a SP that would, in hindsight, come crashing back.

Damo $2.34 and 31 cents is actual money and can make or break someone's dream if he/she invested at the right/wrong times.
So yes you are right things will keep on moving but there is a disconnect between what management is saying and what we are hearing on this platform.
So idea is only to be think fairly without running too fast.

 

[Baron Von Ricta]

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.

Dead right. Just because we're shareholders we want acknowledgement, but do you think MB will announce what tyres they're using, who's supplying the air bags or was who manufactured the anodes for the batteries? Has anyone here bought a new car and delved into 'what does this and who did that?'
Average Jo Blow doesn't give a rats arse why things do what they do, as long as they do it.
How many here have bought a new mobile phone and asked what processor does it have or who made the camera.
IMO if you want everything AKIDA to be announced you will bbe very disappointed.
Just be happy that our time is nearly upon us and the patient shall be rewarded.

 

[Tothemoon24]

From Mercedes ; the quote below pretty much sums up the Brainchip journey for me & I’m super confident of success !

“As we stand on the cusp of the electric and digital age, our vehicles continue to push transformation with pioneering technology and breathtaking design. Whether they become icons, however, requires one final ingredient... time. “





How does a vehicle become an icon?
Here’s my take from the Mercedes-Benz perspective – our most iconic vehicles are underpinned by innovative technology and timeless design. The two go hand-in-hand.

I discussed this topic in a talk at the IAA Mobility in Munich alongside our Chief Design Officer, Gorden Wagener.

Specifically, we were reflecting on our most recent “vision” car – the Vision One-Eleven, which was inspired by the C111 series of experimental vehicles – one of our icons from the 60s and 70s.

Throughout the decades since our forefathers invented the automobile in 1886, three key factors have helped drive the technology that has defined our most iconic vehicles:

Motorsport – because nothing fires the competitive spirit quite like a podium finish
A mindset of relentless curiosity – never being satisfied with the status quo
Our experimental and vision cars – like the Vision One-Eleven and VISION EQXX, which push boundaries in performance and efficiency

The result has been a string of vehicles that have defined their classes and pushed transformation – from the Mercedes Simplex to the 300 SL “gullwing” to the S-Class, the G-Class…

As we stand on the cusp of the electric and digital age, our vehicles continue to push transformation with pioneering technology and breathtaking design. Whether they become icons, however, requires one final ingredient... time.

Which of our current models do you think have the makings of future icons?

 

[Humble Genius]

A while ago Markus Schafer conducted a pol on Linkedin. There were 3 categories to choose from, and whichever received the highest polling, he was going to discuss that topic further. Neuromorphic computing was one of the 3 topics, and it polled the highest, but I don't ever recall any follow up on the topic.

Does anyone know?

 

[Tothemoon24]

A while ago Markus Schafer conducted a pol on Linkedin. There were 3 categories to choose from, and whichever received the highest polling, he was going to discuss that topic further. Neuromorphic computing was one of the 3 topics, and it polled the highest, but I don't ever recall any follow up on the topic.

Does anyone kno?

@Humble Genius , as far as I’m aware Markus hasn’t followed up on the Neuromorphic topic .
It was to be part of the “In the Loop series”

Hopefully the timing of the release will correspond with a BRN / Merc marriage

 

[Damo4]

Damo $2.34 and 31 cents is actual money and can make or break someone's dream if he/she invested at the right/wrong times.
So yes you are right things will keep on moving but there is a disconnect between what management is saying and what we are hearing on this platform.
So idea is only to be think fairly without running too fast.

Exactly! I hope we have very slow and steady growth back to ATHs, based and revenue and Licenses etc so our SP correctly matches our progression

 

[jtardif999]

Heartbreaking to think that a couple of years ago we had recent customer announcements, Mercedes were posting about us, had a SP over $2, and all the prospects in the world.

It was honestly unimaginable to me how far we’d fall, not just in SP, but in literally every facet in this companies existence - customers, revenue, volume. I just looked at my portfolio, and the reality of our situation hit me.

Fucking grim.

We need a miracle with AKD2000.

The Mercedes announcement and our $2+ share price were unrealistic at the time. We enjoyed a $3 Billion MC with no revenue off the back of being part of a future concept, not sustainable especially also entering the ASX 200 at the mercy of being shorted the f#%k out. I think, ..nobody really cares what I think , ..but our share price is probably at a realistic level until either we have some ASX worthy news or show some poignant revenue or even just show the start of a royalty stream - any of this should see a decent rerate which should then be sustainable. AIMO.

 

[Humble Genius]

@Humble Genius , as far as I’m aware Markus hasn’t followed up on the Neuromorphic topic .
It was to be part of the “In the Loop series”

I just find that strange, and I got the impression Markus was trying to get the battery topic over the line. Could the reason be that it hasn't been discussed is because the discussion may provide enough information for people to deduce what the platform was, and hence trying to protect that first mover advantage and not divulge the secret sauce, which could still be AKIDA?

 

[cosors]

@Humble Genius , as far as I’m aware Markus hasn’t followed up on the Neuromorphic topic .
It was to be part of the “In the Loop series”

Hopefully the timing of the release will correspond with a BRN / Merc marriage

And he would never have put this topic on the ballot if it doesn't matter.
I think one topic was battery technology, presumably Si. As far as I know MB doesn't has its 'own' build technology, but fell for the Chinese Farasis first, a desaster.
But their NC driven chip, this is actually their own development.
He has also provided information for the impatient until the special is ready.

 

[Getupthere]

Hold on to your shares…TEAM BRN.
Very low volume.
You listening manipulators
No sellers for you and hopefully no price sensitive announcement till after the 18th.