BRN Discussion Ongoing
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Tothemoon24
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Okeydokey01
Regular
From the announcement, my favorite bit highlighted in Bold.
“This is a significant step in BrainChip’s vision to bring unprecedented AI processing power to Edge devices, untethered from the cloud,” said Sean Hehir, CEO, BrainChip. “With Akida’s 2nd generation in advanced engagements with target customers, and MetaTF enabling early evaluation for a broader market, we are excited to accelerate the market towards the promise of Edge AI”.
To me, the fact that Akida Gen2 is already in "advanced engagements" hints that to some degree a collaborative approach has been taken. A brilliant strategy, shows we are prepared to listen (and react) and a sure fire way to embed our product as part of our customers solution.
“This is a significant step in BrainChip’s vision to bring unprecedented AI processing power to Edge devices, untethered from the cloud,” said Sean Hehir, CEO, BrainChip. “With Akida’s 2nd generation in advanced engagements with target customers, and MetaTF enabling early evaluation for a broader market, we are excited to accelerate the market towards the promise of Edge AI”.
To me, the fact that Akida Gen2 is already in "advanced engagements" hints that to some degree a collaborative approach has been taken. A brilliant strategy, shows we are prepared to listen (and react) and a sure fire way to embed our product as part of our customers solution.
Semmel
Top 20
Hi Guys,
I am interested in investing in BRN. I have a computer science background and I understand the Akida technology and implications. Though what I dont understand is how BRN is going to make revenue/profit. I simply cant figure out how this company is supposed to earn money. Yes, I understand that BRN is not selling chips or integrated systems, but rather the Akida design. But I am at a loss how the revenue stream is supposed to work. And thats holding me back right about now. Can you maybe explain in 1 or 2 paragraphs how this is supposed to work? Who are our customers? What exactly are we selling? And how does this scale? Does the profit flow with the number of sold chips that have Akida in them? Does it scale with number of uses? Does it scale with number of licences and the hardware is irrelevant? I dont know, and I would like to understand.
Also, to make it abondendly clear, I am invested in Tesla and Talga at moment, roughly equal parts. I am not really looking forwards to have another investment on the ASX with all its shinanigans. However, I might be looking away from that issue if there is a good enough reason. I was too bliend to see NVIDEA going off before it did. It was quite obvious in hind sight. BRN might be equally obvious but I want to make sure that I cover my bases in terms of company health and economic viability.
I am interested in investing in BRN. I have a computer science background and I understand the Akida technology and implications. Though what I dont understand is how BRN is going to make revenue/profit. I simply cant figure out how this company is supposed to earn money. Yes, I understand that BRN is not selling chips or integrated systems, but rather the Akida design. But I am at a loss how the revenue stream is supposed to work. And thats holding me back right about now. Can you maybe explain in 1 or 2 paragraphs how this is supposed to work? Who are our customers? What exactly are we selling? And how does this scale? Does the profit flow with the number of sold chips that have Akida in them? Does it scale with number of uses? Does it scale with number of licences and the hardware is irrelevant? I dont know, and I would like to understand.
Also, to make it abondendly clear, I am invested in Tesla and Talga at moment, roughly equal parts. I am not really looking forwards to have another investment on the ASX with all its shinanigans. However, I might be looking away from that issue if there is a good enough reason. I was too bliend to see NVIDEA going off before it did. It was quite obvious in hind sight. BRN might be equally obvious but I want to make sure that I cover my bases in terms of company health and economic viability.
buena suerte :-)
BOB Bank of Brainchip
Whoop Whoop ...Happy days 
Boab
I wish I could paint like Vincent
Buy side looking good.
Mccabe84
Regular
Surely one by the end of the month isn’t to much to ask
buena suerte :-)
BOB Bank of Brainchip
Xhosa12345
Regular
Well far out, finally sobered up from the pies grand final win, and we have Two Point Oh!
Hopefully time for a small run, and a few new deals to turn it into a big run!
Hopefully time for a small run, and a few new deals to turn it into a big run!
That's a lot of questions.
Akida will make money by licensing their design to you, just like ARM.
If you are an OEM, you will want our designs because you can solve problems very cheaply, as compared with expensive NVIDIA chips that are just suped-up numerical co-processors.
Because our product can be rendered in silicon you can make it to be fit for purpose and as cheaply as possible - as close to your sensors as possible, so you can sell billions - one with every sensor - which solves all the intractable problems of response times, data coms, privacy.
You will want our designs because your products can do some learning on the chip which means your products can adapt without being recalled.
Also, brainchip is a friendly company that will help you along the way, and won't demand a percentage of your total revenue from each of your products.
Hope this helps.
Semmel
Top 20
Not sure I looked deep enough. I did do a pass over the web page of course. But its.. hard to distinguish between relevant information and "look how cool we are" type presentations. All companies have these. There are plenty of applications for BRN, but I have yet to see a killer application that isnt possible with a different architecture. Most of what is advertised is general capability of neural networks and not specific to BRN. But again, I think I get the technology side. Say for example the "partnership" with one of the partners is fruitful. Say, for example Intel. What service would intel actually pay? Would it scale with number of chips sold by intel?
Semmel
Top 20
What makes you say that?
Shadow59
Regular
Hi Drewski,
I think he's baiting
buena suerte :-)
BOB Bank of Brainchip
Hmmmnnnn
Damo4
Regular
Edit: Not sure if you actually care for our answers but there's no harm in displaying some of the advantages we have here
The website contains all information publicly available, see press releases and look for ASX ann's for financials.
The short answer is BRN is mostly an IP selling company, with a vast array of patents protecting their technology.
The royalties could be 3x-5x the original license fee, which is already multi millions.
NN is not the same as SNN and so far BRN is the only commercially available option.
Edge Ai is in it's infancy, but companies like Megachips and Renesas see the future ahead of time and have bought licenses.
Of those, we know Renesas have taped out their hardware, and will integrate into products very soon.
Akida is already aviable in PCIE and Shuttle PC's, as well as Edge boxes from VVDN.
There is a large list of partnerships (see my stock disclosure/signature), with enormous names included.
We are confirmed compatible with ARM's new M-85 cortex.
The benefits are vast and all on the website, but if you are expecting a "track-record" style answer for money making, you are a couple of years too early. But I assume that's why you are here, to get in before an NVIDIA style explosion.
Bleeding Edge Ai is not possible on current GPU hardware, that's what Akida is for and the reasons are also on the website.
Anything I've missed should be in the press release information, I don't know if we as a forum are capable or willing to provide much more specific assistance to a potential investor than that.
There's also a lot behind NDA's so you need to evaluate your own risk tolerance and do your own deep diving, or stick around here and absorb as much as you can.
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