BRN Discussion Ongoing

[Tezza]

NO! But I wish I was!

You certainly wouldn't be the 1st!!

 

[Draed]

Why no trades?

 

[Draed]

Are we in trading halt?

 

[chapman89]

Hi Learning,

Appreciate your response. As you say, if there are contractual arrangements (well I hope) being made, why aren't they being announced as these are surely material developments and warrant some form of proper announcement to shareholders?

In saying this, profit sharing from a joint venture is a commercial contractual agreement and from my business experience this definitely needs to be solidified into a contract if Brainchip and another partner such as Emotion3D are working together on our IP.

Antonio said in his most recent podcast that some licensees may not want to go public as it’s still early on, the analogy he used was the Samsung Galaxy s26 or the iPhone16, he said you don’t hear what’s being designed into the phones, but he said there would be companies/products that are being designed into them but you just don’t hear about it, it is the exact same for us?

I ask you and others, that when you read the TATA partnership, it does not say they are “evaluating” the technology, it always states that they WILL INTEGRATE akida into such devices, which basically is stating it will be a joint development, what does it read to you? What are you thinking this partnership is?
Now I also would love it to be a material contract, as no doubt there would be some sort of contractual agreement between the two parties, but as they cannot put a monetary value on it, they don’t announce it and if it was a problem the ASX would question it.

@Diogenese many many many times has said how these joint developments work, but I feel as though people read it, but because it doesn’t align with their thoughts, they don’t take it in, and then later on when frustration takes over, people question again why isn’t there x y or z announced.

Now Dio doesn’t represent the company, but he is a retired hardware engineer and has worked in this industry for a lifetime and understands how this all works.

I cannot be bothered bringing up all the announced partnerships, but they all basically say they will integrate akida into products and not evaluate the technology.

Now with respect to people working with business dealings with contracts and the like, we are talking of IP of technology, as Antonio said, you do not hear of announcements of what is being designed into future phones, this is how it works and we as shareholders need to accept that some companies may not announce things until the very moment.

 

[Evermont]

But…but….but I demand it happen now and they announce everything right now and break all the NDA’s and run the risk of losing the commercial relationship and I demand more from Antonio who has licensed 100’s of licenses with ARM, the largest supplier of IP in the world, what would he know?

And Sean Hehir who was VP of Strategic Alliances, looking after Microsoft, Cisco, AMD, Intel. What would he know about building ecosystems and working with global tier one companies and managing relationships and contracts?

& Chris stevens who has worked for Syntiant and sold edge ai devices, what would he know?

And Nanden who was in change of the adoption of “Hey Alexa” at a trillion US$ company Amazon and worked for ARM for 16 years as Vice President and GM of Immersive Experience & Augmented Reality and wearable devices, what would he know?

Duy-Loan Le, what would she know? She only used to work for Texas Instruments for 35 years.

I demand they go about sales and marketing how I say they should, to make me feel better in the short term, not how they think what works and I demand they don’t earn the money they do and work for peanuts despite them being able to get a job elsewhere for double the money

What did Chris Stevens say when he joined Brainchip? He said-

“I have tracked BrainChip’s progress closely, as I’ve been selling into the same edge AI market. I am thrilled to take this sales leadership role with confidence as AkidaTM is uniquely superior and positioned to be the de facto standard for edge AI semiconductor IP”, said Stevens. “With use-case, market, and customer targeting, I’m certain I will contribute to further ecosystem penetration and accelerated sales”.

Nanden when he joined, leaving Amazon valued at $1 trillion US, said-

“I am excited to join BrainChip. Our unique approach to performant and efficient edge AI at scale is a great enabler for an industry that is looking for innovative and transformative solutions” said Nayampally. “It is a great opportunity to not only advance product intelligence at the sensor and the edge but unleash the full power of AI. BrainChip is positioned to create that positive change and I’m thrilled to be a part of making that happen.”

Duy-Loan when joining Brainchip from Texas Instruments, valued at $250 billion AUS said-

“We are at a point of transition in the semiconductor industry as edge computing has pushed for new, more efficient techniques and hardware,” said Duy-Loan Le. “BrainChip has a differentiated and commercially viable IP product that can transform edge computing at-large. I’m excited about and committed to my role as a board director.


I fully trust the company’s approach to building this company into the behemoth it will be.
My only wish is they learn to communicate with Aus shareholders a bit better but other than that, I am fully supportive of how it is all happening.

Just take a look at the other neuromorphic companies and who they’ve got working for them, how many partners they have, and compare them to Brainchip.
We are absolutely uniquely positioned to play a massive part in the edge ai space.

BOOM. Well said Chapman.

 

[Xray1]

Antonio said in his most recent podcast that some licensees may not want to go public as it’s still early on, the analogy he used was the Samsung Galaxy s26 or the iPhone16, he said you don’t hear what’s being designed into the phones, but he said there would be companies/products that are being designed into them but you just don’t hear about it, it is the exact same for us?

I ask you and others, that when you read the TATA partnership, it does not say they are “evaluating” the technology, it always states that they WILL INTEGRATE akida into such devices, which basically is stating it will be a joint development, what does it read to you? What are you thinking this partnership is?
Now I also would love it to be a material contract, as no doubt there would be some sort of contractual agreement between the two parties, but as they cannot put a monetary value on it, they don’t announce it and if it was a problem the ASX would question it.

@Diogenese many many many times has said how these joint developments work, but I feel as though people read it, but because it doesn’t align with their thoughts, they don’t take it in, and then later on when frustration takes over, people question again why isn’t there x y or z announced.

Now Dio doesn’t represent the company, but he is a retired hardware engineer and has worked in this industry for a lifetime and understands how this all works.

I cannot be bothered bringing up all the announced partnerships, but they all basically say they will integrate akida into products and not evaluate the technology.

Now with respect to people working with business dealings with contracts and the like, we are talking of IP of technology, as Antonio said, you do not hear of announcements of what is being designed into future phones, this is how it works and we as shareholders need to accept that some companies may not announce things until the very moment.

A good post Chapman 89.

However, imo.. it will be most interesting to see what actually eventuates / develops between now and the next AGM.

 

[Foxdog]

Antonio said in his most recent podcast that some licensees may not want to go public as it’s still early on, the analogy he used was the Samsung Galaxy s26 or the iPhone16, he said you don’t hear what’s being designed into the phones, but he said there would be companies/products that are being designed into them but you just don’t hear about it, it is the exact same for us?

I ask you and others, that when you read the TATA partnership, it does not say they are “evaluating” the technology, it always states that they WILL INTEGRATE akida into such devices, which basically is stating it will be a joint development, what does it read to you? What are you thinking this partnership is?
Now I also would love it to be a material contract, as no doubt there would be some sort of contractual agreement between the two parties, but as they cannot put a monetary value on it, they don’t announce it and if it was a problem the ASX would question it.

@Diogenese many many many times has said how these joint developments work, but I feel as though people read it, but because it doesn’t align with their thoughts, they don’t take it in, and then later on when frustration takes over, people question again why isn’t there x y or z announced.

Now Dio doesn’t represent the company, but he is a retired hardware engineer and has worked in this industry for a lifetime and understands how this all works.

I cannot be bothered bringing up all the announced partnerships, but they all basically say they will integrate akida into products and not evaluate the technology.

Now with respect to people working with business dealings with contracts and the like, we are talking of IP of technology, as Antonio said, you do not hear of announcements of what is being designed into future phones, this is how it works and we as shareholders need to accept that some companies may not announce things until the very moment.

That said, what is your personal expectation of when the company will achieve self sustaining revenue, say min 20 Mil / annum.
Having all of the experienced executives is a double edged sword in some ways. It's a great endorsement of BRN's tech but on the other hand there's an expectation that these people can achieve results in a timely manner.

 

[chapman89]

A good post Chapman 89.

However, imo.. it will be most interesting to see what actually eventuates / develops between now and the next AGM.

Yes very interesting.
For me I’m anticipating-
Renesas bringing to market MCU’s with akida,
Obviously 2nd generation,
Valeo revenue flowing through by the March quarter,
1-3 licenses,
Megachips taping out,
Multiple new “partnerships”
And also next year I’m anticipating a very large significant substantial holder coming onboard once the world knows we have commercial products out in the market and some revenue.

I’m not asking for too much am I?

 

[Xray1]

That said, what is your personal expectation of when the company will achieve self sustaining revenue, say min 20 Mil / annum.
Having all of the experienced executives is a double edged sword in some ways. It's a great endorsement of BRN's tech but on the other hand there's an expectation that these people can achieve results in a timely manner.

EXACTLY !!!

 

[Bravo]

I'm not saying anything.

QUALCOMM’S CEO SAYS ON-DEVICE AI MAY BRING NEW LIFE TO MOBILE PHONES​

---

EFE UDIN SEPTEMBER 6, 2023


Qualcomm CEO, Cristiano Amon has recently been discussing the potential of on-device AI and how it could revolutionize the mobile phone industry. In a Bloomberg Technology Summit, Amon explained why on-device AI is a big deal. He also discussed the opportunity ahead with AI in a Wall Street Journal interview. In a recent interview with Ben Thompson, Amon emphasized that AI is not just a talking point for Qualcomm. However, he claims that AI may bring some major advancements to mobile phones. From Amon’s comments, it appears that Qualcomm is working on something interesting.

On-device AI refers to the use of AI algorithms and models that are processed locally on a device. This is different from models that are sent to a remote server for processing. This means that the device can perform AI tasks without needing to be connected to the internet. On-device AI has the potential to improve the performance and efficiency of mobile devices. It could also enhance user privacy and security.
Next month, Qualcomm will hold the “Snapdragon Summit”. By then, Qualcomm may bring a major breakthrough in mobile technology.
Anmon said: “The Snapdragon Summit will be centred around incredible use cases for our original equipment manufacturers (OEMs) and mobile phones. It may create a new upgrade cycle for mobile phones.” Anmon also said: “While we Don’t know exactly when, but it will definitely happen.”

HOW AI CAN IMPROVE MOBILE PHONES​

Amon believes that on-device AI could bring new life to mobile phones. By processing AI tasks locally, mobile devices could become more efficient and responsive. For example, AI could be used to optimize battery life, improve camera performance, and enhance voice recognition. AI could also be used to personalize the user experience, by learning from the user’s behaviour and choices. This could lead to more intuitive and seamless interactions with the device.
Another potential use of on-device AI is in the field of augmented reality (AR). By using AI to process AR content locally, mobile devices could provide more immersive and realistic AR experiences. This could open up new opportunities for gaming, education, and entertainment.

“You can see what Microsoft has done on the PC, think about the ability to run ChatGPT and other large language models natively,” Anmon said. “So when these things get into the hands of consumers, I think the impact will be It’s huge. We just have to wait.”
Anmon also said that in the field of AI, Qualcomm is taking a different path from its main semiconductor rival Nvidia. The company hopes to introduce AI into mobile phones and other devices rather than data centres. This is the major area of focus for its rival, Nvidia.

“We’re in a slightly different segment of the market,” Ammon said. “I think we see an opportunity. Once that opportunity becomes a reality, it will be vindicated for our efforts.”
Anmon also said: “Being able to observe market activity is important. We have heard a lot about generative AI, such as ChhatGPT and some other large language models, which are all running on data centres. We are doing some different and that is actually bringing AI to (personal) devices”.

Qualcomm's CEO Says On-Device AI May Bring New Life to Mobile Phones

Discover the game-changing potential of on-device AI on mobile phones. Qualcomm's CEO Cristiano Amon shares valuable insights

www.gizchina.com

 

[chapman89]

That said, what is your personal expectation of when the company will achieve self sustaining revenue, say min 20 Mil / annum.
Having all of the experienced executives is a double edged sword in some ways. It's a great endorsement of BRN's tech but on the other hand there's an expectation that these people can achieve results in a timely manner.

My guess is as good as anybody’s but I’m going with this time next year.
Because I know Valeo isn’t 100% so to speak, but it’s 99.9% and they’ve openly stated they’re using neuromorphic and SNN’s for scala3, we have the joint development with them, it’s been since 2019 (2020 became public)
Nobody else has or had commercially available neuromorphic IP since back in 2020 to start the prototype and start working on it, it’s us imo.

Then you throw in Renesas Megachips Socionext and few others potentially coming to market next year.

 

[Xray1]

Yes very interesting.
For me I’m anticipating-
Renesas bringing to market MCU’s with akida,
Obviously 2nd generation,
Valeo revenue flowing through by the March quarter,
1-3 licenses,
Megachips taping out,
Multiple new “partnerships”
And also next year I’m anticipating a very large significant substantial holder coming onboard once the world knows we have commercial products out in the market and some revenue.

I’m not asking for too much am I?

For now I would be just happy for the Co to make a formal announcement that the Akida Gen 2.0 ( E, S and P) is out at the end of this month and that it meets or even exceeds all Co and customer specifications.

 

[Damo4]

My guess is as good as anybody’s but I’m going with this time next year.
Because I know Valeo isn’t 100% so to speak, but it’s 99.9% and they’ve openly stated they’re using neuromorphic and SNN’s for scala3, we have the joint development with them, it’s been since 2019 (2020 became public)
Nobody else has or had commercially available neuromorphic IP since back in 2020 to start the prototype and start working on it, it’s us imo.

Then you throw in Renesas Megachips Socionext and few others potentially coming to market next year.

Yep, with 2-4 year timelines to get the products to market, we are finally in the hot seat for market evaluation.
Hopefully we can sign a few more licenses shortly after Akida2 is released to keep the ball rolling.

BTW my expectation is that one of the next few products will be a wearable utilising Akida1500 for the smaller form factor and CPU-less requirements.

 

[Cardpro]

The article posted by Cartegna, “Sydney Nano develops neiromorphoc sensor for RAAF” about an Australian group developing, in three months, an impressive neuromorphic detector, is a bit depressing.

Nearly three years ago Akida chips were available on boards. I had thought bright nerds bought them, ran to their garages and started soldering. But where are the Youtube videos of brilliant devices? It is not that there are no commercial examples of Alida - there seem to be no working examples of any sort.

We have bragged of being three years ahead, but the peloton has caught us. What has gone wrong?

What the hell is Alida? Its AkidO

 

[Cardpro]

Yep, with 2-4 year timelines to get the products to market, we are finally in the hot seat for market evaluation.
Hopefully we can sign a few more licenses shortly after Akida2 is released to keep the ball rolling.

BTW my expectation is that one of the next few products will be a wearable utilising Akida1500 for the smaller form factor and CPU-less requirements.

IMO, confirmation of Akida being a critical tech which allowed significant improvement of Scala 3 over 2nd gen will fly us to the moon itself...and will shut me off and be happpppyyyyyyyyy

 

[jtardif999]

I don’t disagree with any of your points JT. I will add that if momentum from the company had continued and deals have eventuated we’d have likely been valued much higher. it seems the tanks was empty and that’s the bit I struggle with.

But the momentum you talk about was off the back of an announcement made by Mercedes not initiated in any way (as far as we know) by BRN. Management didn’t ask for the hype nor would they have wanted it. Just imagine a universe in which Mercedes hadn’t made that announcement we probably would have hovered somewhere between 30c-60c and never made the 200 and never been so heavily shorted.

 

[HarryCool1]

But…but….but I demand it happen now and they announce everything right now and break all the NDA’s and run the risk of losing the commercial relationship and I demand more from Antonio who has licensed 100’s of licenses with ARM, the largest supplier of IP in the world, what would he know?

And Sean Hehir who was VP of Strategic Alliances, looking after Microsoft, Cisco, AMD, Intel. What would he know about building ecosystems and working with global tier one companies and managing relationships and contracts?

& Chris stevens who has worked for Syntiant and sold edge ai devices, what would he know?

And Nanden who was in change of the adoption of “Hey Alexa” at a trillion US$ company Amazon and worked for ARM for 16 years as Vice President and GM of Immersive Experience & Augmented Reality and wearable devices, what would he know?

Duy-Loan Le, what would she know? She only used to work for Texas Instruments for 35 years.

I demand they go about sales and marketing how I say they should, to make me feel better in the short term, not how they think what works and I demand they don’t earn the money they do and work for peanuts despite them being able to get a job elsewhere for double the money

What did Chris Stevens say when he joined Brainchip? He said-

“I have tracked BrainChip’s progress closely, as I’ve been selling into the same edge AI market. I am thrilled to take this sales leadership role with confidence as AkidaTM is uniquely superior and positioned to be the de facto standard for edge AI semiconductor IP”, said Stevens. “With use-case, market, and customer targeting, I’m certain I will contribute to further ecosystem penetration and accelerated sales”.

Nanden when he joined, leaving Amazon valued at $1 trillion US, said-

“I am excited to join BrainChip. Our unique approach to performant and efficient edge AI at scale is a great enabler for an industry that is looking for innovative and transformative solutions” said Nayampally. “It is a great opportunity to not only advance product intelligence at the sensor and the edge but unleash the full power of AI. BrainChip is positioned to create that positive change and I’m thrilled to be a part of making that happen.”

Duy-Loan when joining Brainchip from Texas Instruments, valued at $250 billion AUS said-

“We are at a point of transition in the semiconductor industry as edge computing has pushed for new, more efficient techniques and hardware,” said Duy-Loan Le. “BrainChip has a differentiated and commercially viable IP product that can transform edge computing at-large. I’m excited about and committed to my role as a board director.


I fully trust the company’s approach to building this company into the behemoth it will be.
My only wish is they learn to communicate with Aus shareholders a bit better but other than that, I am fully supportive of how it is all happening.

Just take a look at the other neuromorphic companies and who they’ve got working for them, how many partners they have, and compare them to Brainchip.
We are absolutely uniquely positioned to play a massive part in the edge ai space.

I somehow suspect they're not listening!

 

[jk6199]

OK, who found the loose change in their couch for the 1126 am transactions ?

 

[Baisyet]

But…but….but I demand it happen now and they announce everything right now and break all the NDA’s and run the risk of losing the commercial relationship and I demand more from Antonio who has licensed 100’s of licenses with ARM, the largest supplier of IP in the world, what would he know?

And Sean Hehir who was VP of Strategic Alliances, looking after Microsoft, Cisco, AMD, Intel. What would he know about building ecosystems and working with global tier one companies and managing relationships and contracts?

& Chris stevens who has worked for Syntiant and sold edge ai devices, what would he know?

And Nanden who was in change of the adoption of “Hey Alexa” at a trillion US$ company Amazon and worked for ARM for 16 years as Vice President and GM of Immersive Experience & Augmented Reality and wearable devices, what would he know?

Duy-Loan Le, what would she know? She only used to work for Texas Instruments for 35 years.

I demand they go about sales and marketing how I say they should, to make me feel better in the short term, not how they think what works and I demand they don’t earn the money they do and work for peanuts despite them being able to get a job elsewhere for double the money

What did Chris Stevens say when he joined Brainchip? He said-

“I have tracked BrainChip’s progress closely, as I’ve been selling into the same edge AI market. I am thrilled to take this sales leadership role with confidence as AkidaTM is uniquely superior and positioned to be the de facto standard for edge AI semiconductor IP”, said Stevens. “With use-case, market, and customer targeting, I’m certain I will contribute to further ecosystem penetration and accelerated sales”.

Nanden when he joined, leaving Amazon valued at $1 trillion US, said-

“I am excited to join BrainChip. Our unique approach to performant and efficient edge AI at scale is a great enabler for an industry that is looking for innovative and transformative solutions” said Nayampally. “It is a great opportunity to not only advance product intelligence at the sensor and the edge but unleash the full power of AI. BrainChip is positioned to create that positive change and I’m thrilled to be a part of making that happen.”

Duy-Loan when joining Brainchip from Texas Instruments, valued at $250 billion AUS said-

“We are at a point of transition in the semiconductor industry as edge computing has pushed for new, more efficient techniques and hardware,” said Duy-Loan Le. “BrainChip has a differentiated and commercially viable IP product that can transform edge computing at-large. I’m excited about and committed to my role as a board director.


I fully trust the company’s approach to building this company into the behemoth it will be.
My only wish is they learn to communicate with Aus shareholders a bit better but other than that, I am fully supportive of how it is all happening.

Just take a look at the other neuromorphic companies and who they’ve got working for them, how many partners they have, and compare them to Brainchip.
We are absolutely uniquely positioned to play a massive part in the edge ai space.

Totally Agree Jesse as you mentioned I believe Brn's weakest point is communication, with broader Asx market. We all know retail share holder has been digging to get where is BRN Akida has been or will be used. We get more information here then by BRN it self. It will be my sixth years of Holding BRN and feels like I dont know nothing about it and how much engagement we have and where are we in terms of commercial engagement.
And also if the greatest bairn has joined BRN Team believing in the tech that is one of a kind and disruptive. None of board has bought a share that we know of.

 

[jla]

Totally Agree Jesse as you mentioned I believe Brn's weakest point is communication, with broader Asx market. We all know retail share holder has been digging to get where is BRN Akida has been or will be used. We get more information here then by BRN it self. It will be my sixth years of Holding BRN and feels like I dont know nothing about it and how much engagement we have and where are we in terms of commercial engagement.
And also if the greatest bairn has joined BRN Team believing in the tech that is one of a kind and disruptive. None of board has bought a share that we know of.

Would it be inside trading if any of the staff brought shares, with all the N.D.A.