BRN Discussion Ongoing

[Diogenese]

This is bonza. Thanks for sharing Getupthere.

This slide is a great reminder for many of us. Note the language used in some of the descriptions:
View attachment 44405
Cons first:
'Adequate' funding. I infer this as doubt. Unless it is there hunting for insto investors?

Pros:
'Massive' competitive advantage.
'Marquee' EAP customers. Interesting to categorise these ones.

Great watch and good reminder on how superior Akida is tech wise and I think the new strategy of differing Akida to models E S and P is very sound.

Interesting that Akida gen 2 is given 3 arrival dates:

Slide 4- due in 30 days from 10 August
Slide 17 - delivery in Q4
Slide 19 - available in Q3.

So I'm hanging my stocking on the chimney tonight, just in case.

 

[Diogenese]

Wow, the best Brainchip presentation I have ever seen . It answered a lot of question to me. Thank you @Getupthere .

Interesting that Akida gen 2 is given 3 arrival dates:

Slide 4- due in 30 days from 10 August
Slide 17 - delivery in Q4
Slide 19 - available in Q3.

So I'm hanging my stocking on the chimney tonight, just in case.

Perhaps we could cut him some slack on the 30 days for Gen 2, - maybe he had 1500 in mind which came out on 28 August.

So now we have Q3 for gen 2 availability, bugger, stocking full of coal as usual.

 

[Perhaps]

Perhaps we could cut him some slack on the 30 days for Gen 2, - maybe he had 1500 in mind which came out on 28 August.

So now we have Q3 for gen 2 availability, bugger, stocking full of coal as usual.

Seems you missed it here. This presentation was on an OTC investor conference on April 13th. So maybe some dates are mixed up in this summary.
Here the original presentation:

 

[Adam]

Love lurkers like you that come out of the woodwork to convey optimism. Thank you.

Don't love those who emerge with "doubt" or continue to post "I still have hope" posts... or worse still, "I hate this company until I don't and then it will be a good company" comments.

Thank you!

 

[stan9614]

Interesting that Akida gen 2 is given 3 arrival dates:

Slide 4- due in 30 days from 10 August
Slide 17 - delivery in Q4
Slide 19 - available in Q3.

So I'm hanging my stocking on the chimney tonight, just in case.

Sean did mention early September (18m46s) in this presentation, Which gives me hope to see announcement this week or next the latest.

Regarding to Delivery in q4, i believe sean meant commercial availability in q4, as he has mentioned in one of his previous presentations. General availability has always been consistantly confirmed to be on track on q3

 

[TheUnfairAdvantage]

This is bonza. Thanks for sharing Getupthere.

This slide is a great reminder for many of us. Note the language used in some of the descriptions:
View attachment 44405
Cons first:
'Adequate' funding. I infer this as doubt. Unless it is there hunting for insto investors?

Pros:
'Massive' competitive advantage.
'Marquee' EAP customers. Interesting to categorise these ones.

Great watch and good reminder on how superior Akida is tech wise and I think the new strategy of differing Akida to models E S and P is very sound.

Marquee. I would have thought Ford would have been named. Have I missed something?

 

[Frangipani]

Opinion piece by Sander Arts (who is also marketing advisor to Edge AI company Axelera AI), dealing with the very issue disruptive technology companies are facing: “If adoption isn’t easy from an integration and software development perspective, or the risk is too high, most customers will go with the low-risk, proven option”.

And Brainchip getting a mention, too.

Sean Hehir’s presentation above shared by @Getupthere IMO confirms once more that the Brainchip team has clearly identified this problem and changed course accordingly to make adoption of their groundbreaking tech easier for prospective customers.

AI isn’t all about speeds and feeds - Bits&Chips

Commercial success in AI isn’t merely about performance, explains Sander Arts.

bits-chips.nl

OPINION

AI isn’t all about speeds and feeds​

Sander Arts worked for or with a variety of European and US tech companies. Currently, he’s an independent investor and consultant.
16:34

Commercial success in AI isn’t merely about performance, explains Sander Arts.

A few years ago, I started to engage with AI and ML companies that created purpose-built architectures that pump out chips and IP that are 100, 200, and even 300 times faster than anything ever invented before. I was amazed! After all, I’d been used to a world where next-generation products bring incremental improvements – never 100x. I even started to gravitate toward the type of marketing I’ve consciously tried to avoid throughout my career: the ‘speeds-and-feeds’ marketing that’s ubiquitous in the semiconductor industry. But in this case, it seemed that anything so disruptive would sell itself.

As it turns out, it doesn’t. People will buy superior technology, of course, but superior technology alone isn’t what moves customers from established players like Nvidia to new up-and-comers with better technology.

Companies will embrace a ‘new thing’ that’s hundreds of times faster or lower power only if they have to and/or are forced to. If adoption isn’t easy from an integration and software development perspective, or the risk is too high, most customers will go with the low-risk, proven option. In other words, I believe customers will embrace a ‘total solution,’ especially for use cases or form factors they won’t be able to achieve with today’s incumbents.

For example, companies like Axelera bring to market various form factors for quick customer onboarding. Brainchip, Neuton.AI and previously Pilot.AI (now Syntiant) are evangelizing IP and software into the more traditional microprocessor suppliers and enable extremely efficient small-footprint, intelligent wearable or even implantable devices, which traditional offerings don’t support. I’m also seeing companies that design vertical solutions combining both hardware and software for a total solution, like Syntiant.

Several weeks ago, AI company Cerebras announced their large ‘win’ and I’m excited to see how they and their competitors will bring faster compute to the market. There’s also more and more traction coming out of Groq with the recent news that the company is breaking performance records in Large Language Model inference. ChatGPT, new data models and more consumer services will force the world into deploying more compute, fast. Demanding new developments require more and better compute that’s more efficient, faster and cheaper and has more functionalities (on the edge).

This compute requirement is fast overwhelming the cloud. As we’ve seen with the recent announcements from Qualcomm and Meta, even generative AI needs a hybrid approach to scale as well as more efficient, ‘right-sized’ and specialized AI compute done on edge devices.

Whatever the trajectory, one thing is clear. The progress for AI is going to be enabled or blocked by AI-friendly compute that requires a much lower power envelope and is easy to acquire, integrate and deploy. Companies like Enfabrica have also looked at the problem. They believe the fabric is the computer and have built a solution that’s advanced, performant and efficient, connecting compute, memory and network.

Speeds and feeds will make a significant difference, but the onboarding of clients, the provider’s reputation and easy-to-use software and tools will be determining factors. Turns out the world changed hard and fast, and it also didn’t: suppliers build new technology and products, the customers decide.

 

[TECH]

Good morning,

Yet another solid presentation, remembering Sean is only 18 months or so into his 5 year plan, gee...haven't the slide presentations really
improved over the last 2 years, 100% professional graphics, clearly focused on the key benefits of all things Akida.

This time next year or thereabouts we'll all be talking about the brilliance of AKD III and it's anticipated arrival date late 2024 first half 2025.

Things appear to be humming along nicely, despite the share price going in the opposite direction, but we all know the three things that will
change that pattern, IP Licenses, Revenue and Shorts being fried at the stake

Have a good Tuesday....Tech

 

[TheFunkMachine]

https://www.linkedin.com/posts/chro...6-pkbg?utm_source=share&utm_medium=member_ios

Could this be a new Product hitting the market containing Akida? We know we have a partnership with Prophesee, which has an event based camera solution, but is it classified Neuromorphic without something like Akida doing the processing?

Xperi seems to be well connected in the Automotive sector.

 

[Foxdog]

ROFL.. you are still here????.......................

Of course I'm still here. I've never said otherwise so why wouldn't I be? CH

 

[supersonic001]

BrainChip on LinkedIn: CEO Sean Hehir Sums Up BrainChip’s Value Prop for Oppenheimer Investors

CEO Sean Hehir Sums Up BrainChip’s Value Prop for Oppenheimer & Co. Inc. Investors - Watch the video here: https://lnkd.in/g7witiUD #EdgeAI #AI #neuromorphic…

www.linkedin.com

 

[Damo4]

Great re-fresher.
Lots of info we already know, but I find myself forgetting some of the nuggets in this presentation.
A well-spoken Sean as usual too - his element is obviously with time to prepare.

 

[Beebo]

Great re-fresher.
Lots of info we already know, but I find myself forgetting some of the nuggets in this presentation.
A well-spoken Sean as usual too - his element is obviously with time to prepare.

Agree. I’ve said it before and I will say it again - time will prove that Sean is a strategic warrior, and the re-tooling of Akida 2.0 will get us the market penetration we are all waiting for.

 

[Frangipani]

Sean Hehir’s presentation above shared by @Getupthere IMO confirms once more that the Brainchip team has clearly identified this problem and changed course accordingly to make adoption of their groundbreaking tech easier for prospective customers.

What I found a tad embarrassing about Sean’s presentation, though, was the fact that the CEO of Brainchip doesn’t know how to correctly pronounce the name of Intel’s neuromorphic research chip Loihi:

Has no one ever pointed that out to him?

Sean can in fact count himself lucky that Intel did not decide to rename its neuromorphic chip when the eponymous Hawaiian seamount Lōʻihi was officially renamed two years ago:

 

[Fastback6666]

Great re-fresher.
Lots of info we already know, but I find myself forgetting some of the nuggets in this presentation.
A well-spoken Sean as usual too - his element is obviously with time to prepare.

It seems Akida 2.0 release should be announced any day now.

It would be great if Brainchip could also drop a nugget at the same time that “brand/s” are currently working at implementing the technology into their product line.

 

[Damo4]

Agree. I’ve said it before and I will say it again - time will prove that Sean is a strategic warrior, and the re-tooling of Akida 2.0 will get us the market penetration we are all waiting for.

So true!
Sean also said they have 2 full time Attorneys working on patents alone, in a company of a little less than 100.
Shows how well we are positioned and how mature the approach to a brand new market is.

 

[Damo4]

What I found a tad embarrassing about Sean’s presentation, though, was the fact that the CEO of Brainchip doesn’t know how to correctly pronounce the name of Intel’s neuromorphic research chip Loihi:

View attachment 44421

Has no one ever pointed that out to him?

Sean can in fact count himself lucky that Intel did not decide to rename its neuromorphic chip when the eponymous Hawaiian seamount Lōʻihi was officially renamed two years ago:

View attachment 44422

Hahaha could be a big d*ck power move... Intel who?

 

[Fastback6666]

Great re-fresher.
Lots of info we already know, but I find myself forgetting some of the nuggets in this presentation.
A well-spoken Sean as usual too - his element is obviously with time to prepare.

What I also liked is that Sean is not shying away from the partnership with Mercedes and that is right up front still.

Also the representative of Mercedes commenting on Brainchip progress recently on Linked In gives me some decent hope of larger revenue in the not too distant future from Mercedes. We need this to avoid any cap raising at these levels.

 

[Damo4]

Shows how well we are positioned and how mature the approach to a brand new market is.

Feel bad posting so much, but my suspicions are slowly being confirmed about the Akida-E being incorporated in devices needing minuscule Silicon, like wearable and hearables. Based on our reference chips for AKD1, I could tell it was too large to be in bleeding edge devices like that but I'm low-key excited about smart watches and hearing aids.
We also see unprecedented in-house silicon from companies like Apple, Google, Mercedes etc that didn't previously have the capability to develop.
Exciting is probably an understatement.


Edit: Rick had some really clever questions, which also allowed Sean's passion for the Tech/Company to flourish

 

[Baisyet]

Great re-fresher.
Lots of info we already know, but I find myself forgetting some of the nuggets in this presentation.
A well-spoken Sean as usual too - his element is obviously with time to prepare.

So he said Akida 2 will be here soon and already working on 3 hmmm