BRN Discussion Ongoing

[7für7]

I hope this forum will not turn from BRN Forum to Perhaps forum! Thanks in advance

 

[Boab]

Got a small order in @.165c. I really hope It doesn't get filled.

 

[Schnitzel lover]

Hi buena suerta

Yep a tough time for the global markets, as we know the major US indexes have turned over, there is a lot of uncertainty in the markets.
I follow " global markets" not just stocks, but Bond markets, FX markets, commodities and more.
I am watching the Bond markets very carefully (these are many times larger than global stock indexes), the global bond markets appear to be moving into disarray, so regardless of central bank efforts interest rates are largely controlled by the long end of curve (long term) bonds.
Interest rates on bonds are moving up and prices are getting smashed.
High interest rates will thus be locked in long term, central banks can do nothing, investors and funds are beginning to shun Gov't debt, and most Gov'ts have steep debt piles, which will become more expensive for them to service.
This is a problem, but a possible positive here is that some sectors of stock markets may become more attractive to funds and investors who are exiting Gov't bonds. In the meantime the US dollar is killing all other currencies (as the US 10 year bond approaches 5%) right now, gold is not far off launching.

It's great to have the ann. regarding Akida mark 2, IMO this will open many doors and create the platform for the income we all await, just on 8 years of waiting here now for me, so a few more months might not seem such a long time, but I really want to see/hear some good news soon.
As a good number of you know I am here a lot - but don't post much these days. So I stay up to date with most developments, and thinking about direction of BRN from all the various posters here, I have to say that it has been disappointing to witness some of the friction here recently, as it has also been disappointing to see the S/P of BRN in the gutter.

But it has been a tough time and obviously very stressful for some here, I can relate to both sides, so I don't want to sound like a virtue signalling type at all, but try and be gentle with each other - I value many contributors here and it's disappointing to see the polarization of views drive divisiveness. In the meantime the instos and their bots continue to wreak havoc with S/P, but for every seller there is a buyer and the buyers are largely the instos I guess and a few retail opportunists who are entering or accumulating.

I do think BRN could make "non" price sensitive anns. about things like working with Global Foundries for instance, they have made a lot of progress with building out their eco system over the last year or so and I think a good number of achievements there could have been put on the ASX, I believe this has been an opportunity lost, so I want BRN to lift their game on that

Going back to global markets, my view (which I have stated in several posts now) is that things could get challenging, and that certainly informs my want to hear/see good news asap, the sooner the ball gets rolling here the better, if I had a more positive view of where the global economy is going, then I would not feel as concerned, because IMO Akida is a killer disruptive tech, and in a normal world it would be a no brainer, but for me time is now of the essence, so go BRN.

It goes without saying, that I would be much more than happy, if I was completely wrong about the direction of global markets

Still getting over the LIons not getting over the line last Sat. but that's another thing, it was a great match all the same.

Global markets will be fine for a little longer in my view.. There’s 200 years of US history and 300 years of EUR history to support that.. And the Lions will also be fine.. They’re in the sweet spot for another few years..

Thanks for your post..

If all the FA tea leaves with BRN are correct this is the buying opportunity of a lifetime down here..

However, with Edgebox, the Arm cortex M85, and a host of other potential Gen 2 IP engagements, I still haven’t quantified how the Head of Sales left after 1 year.. Was he just not the right fit for the role and was asked to resign, is the only real conclusion you can come to in my view.. The alternatives are hard to stomach

 

[IloveLamp]

Gizmodo | The Future Is Here

Dive into cutting-edge tech, reviews and the latest trends with the expert team at Gizmodo. Your ultimate source for all things tech.

gizmodo.com.au

Jony Ive and OpenAI CEO Raise $1B to Design the ‘iPhone of AI’

After rumours began to swirl that Apple alum Jony Ive and OpenAI CEO Sam Altman were having collaborative talks on a mysterious piece of AI hardware, it appears that the pair are indeed trying to corner the smartphone market. The two are reportedly discussing a collaboration on a new kind of smartphone device with $US1 billion in backing from Masayoshi Son’s Softbank.

According to the outlet, the duo are looking to create a device that provides a more “natural and intuitive way” to interact with AI.

One source told the Financial Times that the plan is to make the “iPhone of artificial intelligence.” Softbank CEO Masayoshi Son is also involved in the venture, with the financial holding group putting up a massive $US1 billion toward the effort. Son has also reportedly pitched Arm, a chip designer in which SoftBank has a 90% stake, for involvement.

 

[AARONASX]

 

[Quatrojos]

View attachment 46321

Options!

 

[SharesForBrekky]

So much focus on the US, China, Europe to drive adoption & growth - but I believe India will grow & drive the world economy over the next 50 years.

Tata is a phenomenal organisation.
They collected this award only a few days ago.

No 1 Brand in India.
Top Brand in Tech Sector
614,000 employees


View attachment 46318

Good point there Quiltman. I've posted a couple of times not too far back showing how India is looking to be the next big superpower. With Tata being India's number #1, and working with Brainchip, wouldn't be surprised if Tata becomes the number #1 company in the World at some stage (then Brainchip as #1 in the World obviously, haha). Definitely glad Brainchip is riding the Tata train.

Love your work Quiltman and getting different threads up for research on each of Brainchip's partners

 

[Xray1]

Global markets will be fine for a little longer in my view.. There’s 200 years of US history and 300 years of EUR history to support that.. And the Lions will also be fine.. They’re in the sweet spot for another few years..

Thanks for your post..

If all the FA tea leaves with BRN are correct this is the buying opportunity of a lifetime down here..

However, with Edgebox, the Arm cortex M85, and a host of other potential Gen 2 IP engagements, I still haven’t quantified how the Head of Sales left after 1 year.. Was he just not the right fit for the role and was asked to resign, is the only real conclusion you can come to in my view.. The alternatives are hard to stomach

IMO ..... I wonder if it was a case of office politics between
Mr C Stevens - v - Mr R Telson
(ie: Mr Stevens being the current VP of World Wide sales and Mr Telson the former VP of WW sales, now manager of Ecosystems and Partnerships. )

Accordingly, in my reading between the lines I could see some tensions arising from same.... as well as Sean's pressure on the Sales VP WW sales to see new sales and revenues being realised

So ... now with Mr C Stevens having departed BRN, is it at all possible that Mr Rob Telson may once again be reinstated to take over the role of VP of WW sales ???? !!!!

 

[IloveLamp]

I think the ASX is broken..........there's strange green numbers next to the brn sp

 

[Calsco]

IMO ..... I wonder if it was a case of office politics between
Mr C Stevens - v - Mr R Telson
(ie: Mr Stevens being the current VP of World Wide sales and Mr Telson the former VP of WW sales, now manager of Ecosystems and Partnerships. )

Accordingly, in my reading between the lines I could see some tensions arising from same.... as well as Sean's pressure on the Sales VP WW sales to see new sales and revenues being realised

So ... now with Mr C Stevens having departed BRN, is it at all possible that Mr Rob Telson may once again be reinstated to take over the role of VP of WW sales ???? !!!!

I’m pretty certain that Chris didn’t even sign any licences during his tenure as WW sales. Renesas and Megachips were licensed whilst RT was in the chair.

 

[Damo4]

I think the ASX is broken..........there's strange green numbers next to the brn sp View attachment 46322

The market:

 

[buena suerte :-)]

Hi buena suerta

Yep a tough time for the global markets, as we know the major US indexes have turned over, there is a lot of uncertainty in the markets.
I follow " global markets" not just stocks, but Bond markets, FX markets, commodities and more.
I am watching the Bond markets very carefully (these are many times larger than global stock indexes), the global bond markets appear to be moving into disarray, so regardless of central bank efforts interest rates are largely controlled by the long end of curve (long term) bonds.
Interest rates on bonds are moving up and prices are getting smashed.
High interest rates will thus be locked in long term, central banks can do nothing, investors and funds are beginning to shun Gov't debt, and most Gov'ts have steep debt piles, which will become more expensive for them to service.
This is a problem, but a possible positive here is that some sectors of stock markets may become more attractive to funds and investors who are exiting Gov't bonds. In the meantime the US dollar is killing all other currencies (as the US 10 year bond approaches 5%) right now, gold is not far off launching.

It's great to have the ann. regarding Akida mark 2, IMO this will open many doors and create the platform for the income we all await, just on 8 years of waiting here now for me, so a few more months might not seem such a long time, but I really want to see/hear some good news soon.
As a good number of you know I am here a lot - but don't post much these days. So I stay up to date with most developments, and thinking about direction of BRN from all the various posters here, I have to say that it has been disappointing to witness some of the friction here recently, as it has also been disappointing to see the S/P of BRN in the gutter.

But it has been a tough time and obviously very stressful for some here, I can relate to both sides, so I don't want to sound like a virtue signalling type at all, but try and be gentle with each other - I value many contributors here and it's disappointing to see the polarization of views drive divisiveness. In the meantime the instos and their bots continue to wreak havoc with S/P, but for every seller there is a buyer and the buyers are largely the instos I guess and a few retail opportunists who are entering or accumulating.

I do think BRN could make "non" price sensitive anns. about things like working with Global Foundries for instance, they have made a lot of progress with building out their eco system over the last year or so and I think a good number of achievements there could have been put on the ASX, I believe this has been an opportunity lost, so I want BRN to lift their game on that

Going back to global markets, my view (which I have stated in several posts now) is that things could get challenging, and that certainly informs my want to hear/see good news asap, the sooner the ball gets rolling here the better, if I had a more positive view of where the global economy is going, then I would not feel as concerned, because IMO Akida is a killer disruptive tech, and in a normal world it would be a no brainer, but for me time is now of the essence, so go BRN.

It goes without saying, that I would be much more than happy, if I was completely wrong about the direction of global markets

Still getting over the LIons not getting over the line last Sat. but that's another thing, it was a great match all the same.

Hey @McHale...

Thanks so much for your comprehensive and informative post. I understand gov't bonds (loans)to a small degree and that the yield curve being important indicator to finacial markets etc ... but will dive in a bit further!

I agree it was great to get an announcement regarding The next gen akida2 (via the ASX!!) and to get more exposure by way of 'The Market' and not just social media!

Hopefully something of substance soon re financials/IP liceneces!!


Cheers

 

[Labsy]

Threat? I thought you might like to buy me a beer

How's about I get you both a beer on one of our super yachts.... easy fellas ...

 

[Bravo]

SoftBank CEO: AI will surpass human intelligence in a decade

Softbank CEO Masayoshi Son says he believes artificial intelligence will surpass human intelligence within a decade, urging Japanese companies to adopt it or be left behind

abcnews.go.com

 

[Schnitzel lover]

IMO ..... I wonder if it was a case of office politics between
Mr C Stevens - v - Mr R Telson
(ie: Mr Stevens being the current VP of World Wide sales and Mr Telson the former VP of WW sales, now manager of Ecosystems and Partnerships. )

Accordingly, in my reading between the lines I could see some tensions arising from same.... as well as Sean's pressure on the Sales VP WW sales to see new sales and revenues being realised

So ... now with Mr C Stevens having departed BRN, is it at all possible that Mr Rob Telson may once again be reinstated to take over the role of VP of WW sales ???? !!!!

Hope so, he's one of the better operators from an HR perspective for BRN. Chris who? Maybe a victim of the growth in employees, but we didn't really hear boo from him. You could be forgiven thinking it's all Nandan with some backing where needed from Rob.. 2 x elite individuals..

 

[Bravo]

OK. Let me repeat that bit!

Softbank CEO Implores Japan to Wake Up to AI Adoption​

10 hours ago by Benjamin Godfrey · 3 min read

Softacom CEO predicted that Artificial General Intelligence (AGI) would be realized within the next decade.
Masayoshi Son, the founder and CEO of SoftBank Group Corp (TYO: 9984), has advised businesses in Japan to embrace the potential of Artificial Intelligence (AI) and called for early adoption. Son delivered the statement while speaking at the recent SoftBank World corporate conference, an annual event for the company’s corporate clients in Japan.

Son’s keynote address brimmed with optimism and a sense of urgency. He highlighted the importance of Japan catching up with the rapidly advancing AI landscape, emphasizing that the nation cannot afford to squander another decade. Japan, renowned for its technological prowess, has often lagged in adopting transformative technologies, and Son sought to change that narrative by rallying local corporations.

Throughout his speech, Son reaffirmed his belief in Arm Holdings Plc (NASDAQ: ARM), the chip designer majority-owned by SoftBank, as a crucial player in the AI revolution. He regards Arm’s technology as foundational to advancing AI capabilities. Son’s conviction in Arm stems from his view that AI has the potential to reshape industries across the board, and Arm’s innovations will be at the forefront of this transformation.

Rene Haas, CEO of Arm, joined the conference via video and emphasized the energy efficiency of Arm’s chip designs. He emphasized that Arm’s technology would become increasingly sought after to power artificial intelligence systems, aligning with Son’s vision of Arm as a cornerstone of the AI revolution.

Son Forecasts Timeline for AGI Adoption​

Furthermore, Son predicted that Artificial General Intelligence (AGI) would be realized within the next decade. AGI represents artificial intelligence that surpasses human intelligence across nearly all domains. Son asserted that AGI would be ten times more intelligent than collective human intelligence.

Son went on to challenge the conventional belief that AI, being a creation of humans, cannot surpass human intelligence. He emphasized that AI is evolving into a self-learning, self-training, and self-inferencing entity, closely mimicking human cognitive processes.

In addition to AGI, Son introduced the idea of “Artificial Super Intelligence (ASI)” at the conference. He forecasted that ASI, which would surpass human intelligence by a factor of 10,000, could become a reality within the next 20 years. This audacious vision of the future implies a level of AI capability that transcends current human comprehension, promising unparalleled advancements in various sectors.

Son is renowned for his visionary predictions, some of which have materialized into significant technological trends. While his foresight on mobile internet has been largely validated, his outlook on the Internet of Things (IoT) has faced setbacks.

Nonetheless, his confidence in AI’s transformative potential remains unshaken, and his predictions regarding AGI and ASI have now set a clear timeline for the development of these advanced forms of Artificial Intelligence.

As Japan and the global tech community heed his call, the path to a future defined by AI’s transformative power will become increasingly clear.

Softbank CEO Implores Japan to Wake Up to AI Adoption

Softbank CEO Masayoshi Son has charged innovators in Japan to wake up to the revolution going on in the AI space.

www.coinspeaker.com

 

[Xray1]

I’m pretty certain that Chris didn’t even sign any licences during his tenure as WW sales. Renesas and Megachips were licensed whilst RT was in the chair.

So do you think he might put his up his hand to take up his old role as VP of WW sales or i wonder if he is content with his current role within the Co ???.
However, imo it would/will be most interesting to see if Sean H CEO and the BOD would want him back in that role !!

 

[chapman89]

@Diogenese ??? Now Brainchip is Edge Impulses only strategic IP partner…..what the hell does this mean? Anybody?
The way I see it is the less sophisticated customers of Brainchip and edge impulse will use Brainchips IP.

Also note that ARM and Brainchip are on the right hand side, I assume due to both being an IP provider.
View attachment 46283

This is Investor Relations explanation of this slide.
Now can everybody just hold their horses and understand that we are all going to be rich and it just takes time and that it’s not up to Brainchip when, but up to the ecosystem!
It’s obviously just a matter of when, and not if!

and as I’ve said before many times, people need to remove their emotions to the side.
This is HUGE and we are only talking about edge impulses ecosystem.
Edge impulse have over 318,000 projects going on fyi.


“In short you understood the slide well.

1. At this point in Zach’s presentation he was highlighting the relationship between Edge Impulse and Nvidia.
2. Introducing Nvidia design environment will now be supported on the Edge Impulse platform (This is a huge move)
3. The companies represented on the slide are Edge Impulse partners and will now be able to work with the Nvidia environment using Edge Impulse as a deployment tool. (Customer uses Nvidia model, takes the model to Edge Impulse and now can deploy that model on one of Edge Impulse partner platforms, including BrainChip).
4. Arm and BrainChip are the two companies that are IP providers
5. This is really good news for BrainChip because a majority of all AI applications are run on Nvidia silicon. Once companies start to push the limits with their current Nvidia solution (need to lower power consumption, need for more efficient performance) they will want to consolidate more technology into their next generation silicon. This is what we want! Once they consolidate they need AI as IP (Nvidia doesn’t offer IP). So now this company has an Nvidia based model and they need it to work with an AI accelerator which is IP so they can design it into their silicon (this means Arm, BrainChip, a few others for IP). Only Arm and BrainChip will support the deployment of an Nvidia model through our partnership with Edge Impulse. Now we take that model, demonstrate lower power and better efficiency than an Arm offering and we are in a good position to win.
6. Hopefully this makes sense”

 

[Yoda]

View attachment 46327




View attachment 46326

SoftBank CEO: AI will surpass human intelligence in a decade

Softbank CEO Masayoshi Son says he believes artificial intelligence will surpass human intelligence within a decade, urging Japanese companies to adopt it or be left behind

abcnews.go.com

Not much to surpass with a lot of people I've met . . .

 

[Boab]

Haven"t read it yet.

Mind Uploading: The Digital Horizon of Consciousness. An In-depth Exploration with Randal A. Koene, Byron Callaghan, Nick Bostrom

An In-depth Exploration with Randal A. Koene, Byron Callaghan and Nick Bostrom Table of Contents Introduction: The Digital Brain Revolution Who's Who: Profiles in Neuro-Innovation Randal A.

www.linkedin.com