BRN Discussion Ongoing

[Fastback6666]

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

Sales people often don’t have a long lifespan in a company - they are often moved on if not hitting managements expectations - it’s not unusual at all to see him go.

Sean has said “he is not a patient person”. He is not going to tolerate anyone in the role not hitting his exact expectations at this highly critical time for the company for sales or relationship building.

I am sure he did not hit the sales or relationship engagements Sean required (I expect that to be quite high) and asked to move on - I think the comment about about the time being “interesting” with Brainchip is usually that - he thought he did a job but was moved on as it was not quite good enough and that could have been as simple as the CIO of Renases or TCS etc didn’t like him.

In the end I read it that he was not good enough at this time for Brainchip but he thought he was good enough. Simples…Next.

 

[Bravo]

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”

Do you think we should send Rob's response to Micklepickle so he can write a new blog tilted "Will BrainChip Destroy NVIDIA, and/or Arm For That Matter?"

 

[manny100]

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”

So summary is that it appears a fair plus possibility AKIDA will end up in NVIDIA products to the final user via Edge Impulse and maybe TAT???
Correct me if i am wrong.

 

[Labsy]

GROWTH = 79% CIGARS PHEWEEE! THAT'S SMOKING HOT! He-he-he!

There are 10 key players on the list but for some reason they included Samsung ltd twice and Intel is still only in research phase so I did some quick calculations as follows:

8.58 billion dollars divided by 8 equals:

View attachment 46340
View attachment 46336

View attachment 46337

Neuromorphic Computing Market size is Expected to Reach $8.58 Billion by 2030 | Registering a CAGR of 79.0%

Allied Market Research published a report on the Neuromorphic Computing Market by Offering, Deployment, Application, and Industry Vertical: Global Opportunity

www.einnews.com

1 Bill revenue by 2030... that's what dreams are made of... Revenue is on its way chippers!!!!

 

[chapman89]

So summary is that it appears a fair plus possibility AKIDA will end up in NVIDIA products to the final user via Edge Impulse and maybe TAT???
Correct me if i am wrong.

This is how I am looking at it, waiting for @Diogenese response

 

[HarryCool1]

@chapman89 on tse like.....

View attachment 46335

lol i hear ya mate

It's just part of the journey!

 

[buena suerte :-)]

GROWTH = 79% CIGARS PHEWEEE! THAT'S SMOKING HOT! He-he-he!

There are 10 key players on the list but for some reason they included Samsung ltd twice and Intel is still only in research phase so I did some quick calculations as follows:

8.58 billion dollars divided by 8 equals:

View attachment 46340
View attachment 46336

View attachment 46337

Neuromorphic Computing Market size is Expected to Reach $8.58 Billion by 2030 | Registering a CAGR of 79.0%

Allied Market Research published a report on the Neuromorphic Computing Market by Offering, Deployment, Application, and Industry Vertical: Global Opportunity

www.einnews.com

That's a lot of happy doggies .... and with an Ozzie astronaut to boot!!

 

[Diogenese]

This is how I am looking at it, waiting for @Diogenese response

Hi Jesse,

I responded last evening:

• #67,177

@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

Hi Jesse,

Zack was talking about the enormous amount of data Nvidia had in its AI model libraries, and about Edge Impulse adapting Nvidia model libraries for the different types of processors, and the graph indicates the size of model for the different processors.

This may be linked to Akida 2 adopting 8-bit weights.

The graph also shows that the Akida models can be much smaller than the GPU or CPU models while still performing at the level of a GPU (or better).

The intriguing thing is that ARM is boxed with Akida? - probly because Akida 1 uses Cortex?

 

[equanimous]

Tata Technologies Achieves 18% Reduction in Power Consumption Using AI/ML - Techiexpert.com

In a pioneering initiative, Tata Technologies has harnessed the capabilities of artificial intelligence and machine learning to revolutionize its

www.techiexpert.com

 

[Earlyrelease]

[QUOTE="Diogenese, post: 375757, member:
Dodgy Knees
If you look one further line items down what interested me in Apogee in addition to what you have highlighted is their Apollo program -“advancing the use of AI in support of image processing for intelligence purposes.

Now what could Akida possibly do to help this goal..????

Nah he moved over east because he didn’t like the sun.

 

[Quiltman]

Tata Technologies Achieves 18% Reduction in Power Consumption Using AI/ML - Techiexpert.com

In a pioneering initiative, Tata Technologies has harnessed the capabilities of artificial intelligence and machine learning to revolutionize its

www.techiexpert.com

This part is particularly enticing. Thanks for sharing.

they are spending a lot of money to make a special hub for the new technology

Particularly as industrial applications is a focus

Tata Elxsi’s partnership with BrainChip will be driving Akida™ technology into medical devices and industrial applications

 

[7für7]

Everything's great, guys and gals! Thanks for the info! Nevertheless, I'm here waiting for official announcements! I don't want to peek into a restaurant, see them baking crispy turkeys, get excited, and then watch them devour others! We need news from BrainChip!

 

[Diogenese]

Hi Jesse,

I responded last evening:

• #67,177

Hi Jesse,

Zack was talking about the enormous amount of data Nvidia had in its AI model libraries, and about Edge Impulse adapting Nvidia model libraries for the different types of processors, and the graph indicates the size of model for the different processors.

This may be linked to Akida 2 adopting 8-bit weights.

The graph also shows that the Akida models can be much smaller than the GPU or CPU models while still performing at the level of a GPU (or better).

The intriguing thing is that ARM is boxed with Akida? - probly because Akida 1 uses Cortex?

What I should have added was that if you insert an imaginary vertical axis labeled "model size" and an imaginary horizontal axis labeled "performance", the graph can be interpreted as showing that Akida only needs a very small model library compared to GPU for similar or better performance.

 

[jtardif999]

Great posts of late ... especially from Chapman89 ......
However, I'm very concerned about the next AGM's potential "Strike 2" scenario playing out in the event that a sustained positive revenue stream is not forthcoming by then ....... I am presuming that without such a revenue stream eventuating or even a lack of IP contracts being entered into that there will be a lot of negative Co and management sentiment, thus placing the BOD and management generally on notice as to their ongoing positions within the Co ................

Personally I strongly hope that the CEO and BOD are well and truely well aware of this potential critical state of affairs and will have this all well under control before the next AGM.

Strike 2 whilst being disruptive would just mean the board would have to be re-elected. If there are no better alternatives than the current board and ceo then they would all be re-elected. No actual drama, just a lot of inconvenience imo.

 

[Dhm]

What I should have added was that if you insert an imaginary vertical axis labeled "model size" and an imaginary horizontal axis labeled "performance", the graph can be interpreted as showing that Akida only needs a very small model library compared to GPU for similar or better performance.

How about this @Diogenese

 

[buena suerte :-)]

Hi Guys & Gals ...heaps of info over at

(Thread) I think @Quiltman could do with some Chippers reading some great info posted includes FF saying Hi!!! ...over & out

 

[jtardif999]

Well his answers weren't that great. He's pushing RealityAI ( a subsidiary of Renesas) - which is cloud based. He doesn't like 8 bit compute, preferring floating point. I think he's doing a sales pitch for their RealityAI product which is in competition to Akida.

But great you asked, and funny how he knew both your questions were linked.

I'm ecstatic with our Akida 2 announcement. We needed it because we said we would make this announcement. I don't fault our management in any way at all. The Akida 2 is what clients have asked for, and it's been delivered!

I do question Renesas' commitment to Akida as they have spent $$$ on their own competing products and only ever licensed the 2 nodes. I don't think it is by chance that we went with MegaChips to produce the Akida 1500 chip.

Rubbish post; firstly Reality AI are a software company not in anyway a competitor to Akida. I think from memory there’s a possibility they could support some product development involving Akida. Secondly Renesas have their own DRP reconfigurable AI processor which they’ve spent many years developing and want to see some pay dirt for it for sure, but the DRP processor is limited in the applications it is suited to and this is why Renesas licenced the 2 Akida nodes - so they could sell MCUs with a smaller silicon footprint where they couldn’t sell DRP.

 

[Bravo]

Not BRN related but great news for this little guy who was just declared the winner of the Australian Air Guitar Championships!

 

[Fastback6666]

I don't know, folks, it always looks great at first glance. However, I must admit that I approach this with a clear head. I think to myself, 'Just because they've partnered with BrainChip doesn't necessarily mean they'll exclusively rely on it.' All these partners have different agreements with other companies in this field, and it would be a milestone if everyone always turned to us. Personally, I'm not holding onto that too tightly. Otherwise, you'll end up disappointed later….like for example the new Mercedes CLA, that has a water-cooled MBUX processor... If they had taken Akida, they wouldn't have to cool it separately It would only operate when needed... with less energy... but well, if they want to consume additional energy for cooling

But Brainchip are not focusing as being the core (CPU or GPU) processor solution really at this point. Over time this may change.

Brainchip really are more focused on solving sensors and extreme edge problems which would be the all the smaller sensors and ancillary functions on the car.

 

[7für7]

But Brainchip are not focusing as being the core (CPU or GPU) processor solution really at this point. Over time this may change.

Brainchip really are more focused on solving sensors and extreme edge problems which would be the all the smaller sensors and ancillary functions on the car.

Yes, I know..I am invested around 2 1/2 years in brainchip… it was just an example! Brainchip will solve a lot of problems. But how I said, nothing counts without a nice announcement from brainchip.