BRN Discussion Ongoing

Bravo

If ARM was an arm, BRN would be its biceps💪!

SoftBank Backs Driverless Trucking Startup From Ford Veterans​

September 8th, 2023, 7:01 AM GMT+1000

The founders of Argo AI, the self-driving operation that Ford and Volkswagen shut down last year, are launching a new autonomous trucking startup Stack AV, with backing from Japan’s SoftBank. Stack AV CEO Bryan Salesky joins Ed Ludlow and Caroline Hyde on "Bloomberg Technology." (Source: Bloomberg)
 
  • Like
  • Fire
  • Love
Reactions: 10 users

Esq.111

Fascinatingly Intuitive.
Good Morning Bravo ,

Great find & very interesting.

* When I first read the title my mind read it as " SOFTBANK BACKS DRIVERLESS TRUCK UP TO BRAINCHIP "

😁

Personally I think it WILL happen ...... just a matter of when.

Regards,
Esq.
 
  • Haha
  • Like
  • Fire
Reactions: 11 users

FlipDollar

Never dog the boys
  • Haha
  • Sad
  • Love
Reactions: 4 users

overpup

Regular
  • Like
Reactions: 2 users

Labsy

Regular
So much dribble.. guys... we are weeks maybe days away from an announcement. Hang in there. ;)
(Just speculation 😉)
 
  • Like
  • Love
  • Fire
Reactions: 13 users

IloveLamp

Top 20
Screenshot_20230908_133202_LinkedIn.jpg
Screenshot_20230908_133230_LinkedIn.jpg
 
  • Like
  • Fire
  • Love
Reactions: 21 users

rgupta

Regular
Let me see if I can explain how a technology "enabler" works. I used to work for a Nasdaq listed company, first established in 1981, that develops and sells 2 things. One is a programming language and the other an enterprise quality database ( those who know the industry will already have guessed who it is). Their business model is very similar to that being put in place by Brainchip. The company recruits partners who use the development environment to create application packages; (accounting, MRP, membership, Telco billing, etc.) and sell them to various commercial and industrial enterprises. Concept sound familiar?

Currently the company turns over about $US700M and the share pprice is around $US60. Most of the revenue is recurring license fees from applications that have been deployed by the partners. Invoicing to the partner is typically calculated on an initial fee plus a per unit (in this case its often per end user) license and includes support. There is a relatively modest cost associated with the supply of the development environment and other income is derived from training.

Sale of the database portion of the application is typically done by the partner except where the end user wants the technology originator to deal with them directly. I'll give you an example. A large, national retail chain retained a systems integrator to deploy a complex new system that covered both in-store and back office. There were numerous vendors involved so the SI was responsible for ensuring it all knitted together correctly. One of our partner's packages was chosen for the instore deployment so they worked with the SI and the other vendors involved. The end-used client however wanted to deal with us directly for supply and support of the database. The sale took a couple of years to finalise but in the end was one of the better ones I had managed. We provided pre-sale support but were not involved in the integration itself (thankfully as it was an SAP back end) so our involvement was long winded but otherwise painless. When the in-store deployment was ready to go ahead I gave the client a DVD containing the product and a list of 200 serial numbers - 1 for each store. We banked around $A750k for the sale and the support fee was in the vicinity of 12% of the sale price per annum. A very nice business model and one that BRN are clearly pursuing.

I tell this story for two main reasons. Firstly, to make the point it takes a long time to close major sales and there are typically many moving parts to be addressed along the path - even with relatively mature technologies. We used to have a saying that there was only one party that could say "yes" but there were many that could say "no". People are very wary of new things, which is why there was an old saying that went "nobody ever got fired for buying big blue (IBM)".

Secondly, pretty much no-one knew that it was our technology "enabling" the whole system to function as desired. The users in the retail store had no clue what was inside the box except perhaps for the name of the POS application. Any problems they would call their internal help line and the techs would either fix or escalate as required. In all my years working there I don't remember a single announcement about our involvement in these types of deployments.

A story to keep in mind when considering where BRN currently sits. I have been critical of our lack of commercial success in the past and stand by those comments. In my view they were a result of management not being realistic and holding out false hope for quick adoption. They have not delivered what they said they would and that is my problem with the company ATM.
Very fair and rational analysis. May be that could be the reason management is coming out more realistic after 1st strike. It was an eye opener for them and an eye opener for us. Let us be rational and evaluate accordingly.
 
  • Like
  • Haha
Reactions: 5 users
"The wait is almost over"...........its like they're addressing brn holders directly 🤣


View attachment 44120
So this is interesting- what is Intel developing?

From this story here: https://www.theverge.com/2023/7/27/23810360/intel-pat-gelsinger-ai-every-platform-promise

Intel Pat Gelsinger is talking about all the exact things Akida can do …this sure sounds like Akida…if this not Akida then that is a large concern.

I honestly don’t think Intel have spent 15 odd years developing another Neuromorphic chip themselves as they have been seen to abandon their AI chip program right.

So it must be Akida Inside Intel?

Thoughts?
 
Last edited:
  • Like
  • Fire
Reactions: 21 users
So no one from brainchip got a mention? Oh well
I painfully make another post here whilst awaiting my deletion Not painful in regards to your post just a general pain.
I'm drawing a bow here but perhaps and I mean perhaps.
These dots yes dots some love dots some hate the dots are connected.
It's not the first time dots have turned into spots.
Screenshot_20230908-132105-787.png

Renault
Screenshot_20230908-131856-856.png
chrome_screenshot_Sep 8, 2023 9_47_10 AM GMT+09_30.png

Hugging face which appears as hashtag in the LinkedIn post..
Who has worked at Brainchip also has worked at Renault. Blah blah..
 
  • Like
  • Fire
  • Love
Reactions: 40 users
So this is interesting- what is Intel developing?

From this story here: https://www.theverge.com/2023/7/27/23810360/intel-pat-gelsinger-ai-every-platform-promise

Intel Pat Gelsinger is talking about all the exact things Akida can do …this sure sounds like Akida…if this not Akida then that is a large concern.

I honestly don’t think Intel have spent 15 odd years developing another Neuromorphic chip themselves as they have been seen to abandon their AI chip program right.

So it must be Akida Inside Intel?

Thoughts?
Also interesting in the story: “The next version of Windows is the one to watch. A leak has already suggestedthat Intel’s Meteor Lake — and its built-in neural engine — is pointed at Windows 12.”

Please let it be Akida as the Neural Engine!
 
Last edited:
  • Like
  • Fire
  • Love
Reactions: 16 users
So much dribble.. guys... we are weeks maybe days away from an announcement. Hang in there. ;)
(Just speculation 😉)
Announcement from who specifically? 😁.

Brainchip or EAP? Or both

I agree we are overdue for a huge nugget to drop from somewhere and I also know the SP is back down to multi year low support levels at 30 cents so I am buying as much as I can here as something has to give out good news soon.
 
  • Like
  • Love
Reactions: 6 users

jk6199

Regular
I just had a look at the banners on the BRN site again.

Some very big names there, and ones who wouldn't let just anyone advertise the fact!

I imagine a few BRN employees would join us on dancing on some of these shorter's losses, considering the stress and loss of paper value for them as well.

Just one big surprise announcement please! I'm still in the green just, but the shares I bought my better half are in the red.
THIS IS NOT A GOOD PLACE FOR ME TO BE IN :cry:.
 
  • Like
  • Love
  • Haha
Reactions: 14 users
So this is interesting- what is Intel developing?

From this story here: https://www.theverge.com/2023/7/27/23810360/intel-pat-gelsinger-ai-every-platform-promise

Intel Pat Gelsinger is talking about all the exact things Akida can do …this sure sounds like Akida…if this not Akida then that is a large concern.

I honestly don’t think Intel have spent 15 odd years developing another Neuromorphic chip themselves as they have been seen to abandon their AI chip program right.

So it must be Akida Inside Intel?

Thoughts?
What do you mean they've abandoned their A.I. neuromorphic chip program?

I'm pretty sure they're still "actively" working on their Loihi dud?..

We are a partner with Intel Foundry Services, but we can't write them off from using their own A.I. technology, in their chips..

Personally, I think that would be a strategic error, as AKIDA is on another level compared to Loihi, as we know it..

I think Intel has made too many blunders recently, to risk their new flagship chip's performance, on "pride"..

But you never know...
 
  • Like
  • Love
  • Thinking
Reactions: 24 users

jk6199

Regular
What do you mean they've abandoned their A.I. neuromorphic chip program?

I'm pretty sure they're still "actively" working on their Loihi dud?..

We are a partner with Intel Foundry Services, but we can't write them off from using their own A.I. technology, in their chips..

Personally, I think that would be a strategic error, as AKIDA is on another level compared to Loihi, as we know it..

I think Intel has made too many blunders recently, to risk their new flagship chip's performance, on "pride"..

But you never know...

Look at the financials, we may never know where BRN is being used???
 
  • Like
  • Haha
Reactions: 4 users

Learning

Learning to the Top 🕵‍♂️

Attachments

  • Screenshot_20230908_152704_LinkedIn.jpg
    Screenshot_20230908_152704_LinkedIn.jpg
    230.7 KB · Views: 60
  • Like
  • Haha
  • Fire
Reactions: 16 users
  • Like
  • Fire
Reactions: 4 users

Cartagena

Regular
Announcement from who specifically? 😁.

Brainchip or EAP? Or both

I agree we are overdue for a huge nugget to drop from somewhere and I also know the SP is back down to multi year low support levels at 30 cents so I am buying as much as I can here as something has to give out good news soon.
Bought 100k more at 30.5 😊
Seems like slow accumulating today. Next week could be announcement week. I wanted to reserve my tickets.
 
  • Like
  • Love
  • Fire
Reactions: 21 users

Fenris78

Regular
A joint announcement with Akida 2.0 being imbedded inside Intel's Meteor Lake would make for a good week ahead. Backed up by Megachips/Nintendo.
 
  • Like
  • Love
  • Fire
Reactions: 25 users

Fenris78

Regular
A joint announcement with Akida 2.0 being imbedded inside Intel's Meteor Lake would make for a good week ahead. Backed up by Megachips/Nintendo.
Throw Qualcomms snapdragon 3 on to the wish list too.
 
  • Like
  • Fire
  • Love
Reactions: 19 users

Dhm

Regular
So this is interesting- what is Intel developing?

From this story here: https://www.theverge.com/2023/7/27/23810360/intel-pat-gelsinger-ai-every-platform-promise

Intel Pat Gelsinger is talking about all the exact things Akida can do …this sure sounds like Akida…if this not Akida then that is a large concern.

I honestly don’t think Intel have spent 15 odd years developing another Neuromorphic chip themselves as they have been seen to abandon their AI chip program right.

So it must be Akida Inside Intel?

Thoughts?
These are my thoughts....

Screenshot 2023-09-08 at 3.57.29 pm.png



Screenshot 2023-09-08 at 3.57.09 pm.png



Now who is Colleen Vitolo? Director, Business Development and Strategic Initiatives at Intel! Why would she bother commenting? In my opinion because she knows what Todd and Rob have achieved.

Sheer guesswork on my part.
 
Last edited:
  • Like
  • Love
  • Fire
Reactions: 74 users
Top Bottom