Humble Genius
Regular
Its a fair call to say we are getting far call at the momentFair call mate
I can agree somewhat.
Its a fair call to say we are getting far call at the momentFair call mate
I can agree somewhat.
The real problem we have is that expected demand for our product has not yet arrived and that IMO has spooked the market. Add to that the time lag from decision to buy to implementation.His job is to run the company not to make shareholders feel good about themselves. He has to create a path to success and by trying to make us as shareholders feel good at every whim is not doing his job.
Of course you can't judge his work ethic.
I've met him. He's very driven. I've also spoken about him with other board members to get a guage of his work ethic. They couldn't speak any better of him. He doesn't stop.
Go complain to the company. Yes it is your right but just because you have a right to complain doesn't mean have a right to a satisfactory answer. You might never like the answer you get.
It's actually not their job to monitor the SP and make us feel better about our investment. It's OUR job to do our own research on the company and the industry it's in and make a choice on whether to invest or not.
That's your opinion and experience. That doesn't automatically apply here or is the same in every company. The CEOs job is to grow the company. Are you saying that we haven't seen any progress whatsoever since Sean came onboard?
They are far from perfect but I do think that we have the right team in place and they have made progress and we sure as hell know a lot more about our partners etc than we ever did.The real problem we have is that expected demand for our product has not yet arrived and that IMO has spooked the market. Add to that the time lag from decision to buy to implementation.
It will arrive but when? Unfortunately the business cannot make this happen. But demand will happen regardless. Real time processing will be the future 'go'.
All the business can do is best prepare itself for the demand pick up which i think they are doing well.
100 % agree with you @Evermont .For those critical of Sean's performance it is important not to disregard the demonstrated experience in driving explosive revenue growth for some of the world's largest tech companies. This would have been a key factor in his appointment.
Any assessment of performance should incorporate appropriate lead times associated with the development cycle. This is consistent with the 5-year strategy approved by the board.
Meanwhile the ecosystem continues to expand.
Important to also acknowledge where we commenced this journey; Disrupting an industry which didn't yet exist.
The tipping point will come.
Cheers all.
I think many people here are too much in love with Sean Hehir and that's why they don't criticize him. Personally, I don't think he's doing a good job because he doesn't let us know what's happening and because he doesn't care about the SP. I can't judge the rest of his work, but since he doesn't talk about it (not the minor details, of course), I have to judge it negatively. And it is my right as a stockholder to do so.
It is also the company's job to monitor the SP and make shareholders feel more comfortable about their investments by releasing information more often. It seems to me like he doesn't care about shareholders at all and I don't like that feeling. I have worked for many CEOs in my long life and know how a CEO should appear in public. Sean is not like that at all. You got to the point with Church Mouse.
I really hope I'm completely wrong when I see the next 4C, and I'm more than willing to apologize then.
Sensational post @chapman89This 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.
- At this point in Zach’s presentation he was highlighting the relationship between Edge Impulse and Nvidia.
- Introducing Nvidia design environment will now be supported on the Edge Impulse platform (This is a huge move)
- 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).
- Arm and BrainChip are the two companies that are IP providers
- 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.
- Hopefully this makes sense”
No worries Papa. Hope Mama is doing well.
I take your point, which is why I included that rousing clip which puts a lump in my throat and brings a tear to my eye still, after all these many years and even though I know its from a movie and is engineered to manipulate my emotions...............
We are merely human and have buttons that can be pushed.
I get that.
I just think that even if Sean or Antonio or even PVDM got on the horn and delivered as effective a speech as that, without any credible corroborating news of substance to back it up, then, the next day or the next week when the share price slips another couple of cents we are in an even worse position because managements authority will have been further eroded.
If they had anything of substance beyond what has already been released, they would have done so already.
The situation has not actually fundamentally changed.
It still looks promising from their end.
More and more potential customers are evaluating our offering.
More and more partners, associates and colleagues are joining our, or inviting us to join their, eco-systems.
Stuff is happening.
It's just taking longer than any of us, including our board and management, would like, to tick over that point where it becomes visible to those outside the deal room.
We here are luckier than most in that we get to see hints of just what may be around the corner and have the support of other like minded BRNiacs.
But we certainly are being tested and it is not surprising that some are reaching their limit.
I don't picture Sean or any of the crew cowering in any ivory tower.
Having met some of them, my impression is of driven professionals executing a plan, writ with the benefit of previous successful experience, guiding our company in uncertain and definitely choppy waters.
But, like any of us, subject to the whims of others and operating in a competitive environment where not everything is within their ultimate control.
And also like us, without the benefit of hindsight, beforehand.
It just takes as long as it takes.
And we just have to suck it up.
Like people have had to, all throughout history.
Why bother. Do you think people here actually believe you after your string of lies?
View attachment 46484
"I'm sure that none of the posters here (whom I haven't got on ignore) do not need a wet nurse, but I cannot think of anything extra the company could have done to stem the leak."A pre-revenue start-up is a horse of a different company from established company.
The job of a CEO of a pre-revenue start-up is different from the job of a CEO of an established company.
We all know the importance of respecting the NDAs, both from the partner perspective and from the ASX perspective. We have already had our hockey sticks confiscated and upset a major North American Auto manufacturer.
If the SP is to reflect the true value of the company, it needs to be on Nasdaq. There are financial requirements to get on Nasdaq, and there are "probity" requirements. Our copybook has already been blotted due to the ASX reaction to the covert allusion to Ford. Management has chosen to tread wearily to avoid the ire of ASX. However, over the last year or more, we have had a continuous flow of good news, and on each release of good news, the SP has gone down.
We know that there are two licencees in the advanced stages of bringing out products containing Akida.
Our technology is becoming well known in the world of AI, a world which, it appears. largely excludes Australian stockholders (present company excepted).
To me, the current SP is inexplicable other than as a result of manipulation. We were the 7th highest shorted company on the ASX 200. Shorting, of course, does not affect the price, but it does serve as potential driver of manipulation.
I've previously suggested that, if Brainchip were a mining company, and each partnership and technical advance were a high grade core sample, then the Australian market would rate us more highly.
A few people have raised the issue of cash burn and the potential need for a cash raising. I'm sure this is something that the company monitors closely. We only have to look back to 2019 when the sales and marketing became jetsam in financial rough weather. But now we have a well-established ecosystem. We have been working with some major partners for several years, and possibly some of them have delayed their final commitment until they have tested Akida2.
But some of them are happy with Akida 1.
We have what I would classify as firm commitments or solid enthusiasm from VVDN, TATA Elxsi, Edge Impulse, GMAC, Lassen Peak and Teksun as well as the licences for Renesas and Megachips.
On top of that there are world class partners like Valeo, Prophesee, and rising start-ups in the ADAS field, probably the greatest driver of AI (AGI/GPT aside*) such as emotion3D and nViso, the latter two being in the field of the recently mandated European driver monitoring field.
We have engagements with cognitive radio companies like Intellisense and Ipsilon.
We are included in the ecosystems of major processor suppliers Intel and ARM, not to mention precocious upstarts like SiFive.
All this information has been provided by the company, much of it in the last 12 to 18 months, yet none of it has plugged the leak in the dyke.
The potential earnings from just a quarter of these would dwarf the largest mining company's earnings.
I'm sure that none of the posters here (whom I haven't got on ignore) do not need a wet nurse, but I cannot think of anything extra the company could have done to stem the leak.
*It will be interesting to learn how big a role in AGI Long Skip will play, possibly as a natural language analysis tool.
Massive tree shake, it's so obvious... of course it hurts to see red and even more stressful that your funds are locked away as you don't want to sell at a ridiculous price, but this is clearly artificial... if you don't need to sell, ignore the SP. I truelly believe we are so close ships.
I'm a poet, don't you know it!... or was that the forehand behindsight?
Nope, I think most here understand that the MOU is a stepping stone towards a full and binding contract.Totally Agree with your post ............
But it is also quite evident that some posters here are not willing to accept all material facts that are not to their own liking, understanding or agenda.
Well I haven't seen the patent yet, so the following may be complete balderdash.I'm a poet, don't you know it!
Word wranglin's me game, or manglin', if thou dost prefer.
Whilst astride me cock, twill wriggle me frock, and the fork ran away with the spoon!
Actually Dio.
Can you help out a technical idiot like me with a layman's explanation of this "long skip" feature you refer to please?
What will it allow Akida 2 to do that Akida 1 can't?
If that's even a relevant question.
*It will be interesting to learn how big a role in AGI Long Skip will play, possibly as a natural language analysis tool.
I'm a poet, don't you know it!
Word wranglin's me game, or manglin', if thou dost prefer.
Whilst astride me cock, twill wriggle me frock, and the fork ran away with the spoon!
Actually Dio.
Can you help out a technical idiot like me with a layman's explanation of this "long skip" feature you refer to please?
What will it allow Akida 2 to do that Akida 1 can't?
If that's even a relevant question.
*It will be interesting to learn how big a role in AGI Long Skip will play, possibly as a natural language analysis tool.
I'm a poet, don't you know it!
Word wranglin's me game, or manglin', if thou dost prefer.
Whilst astride me cock, twill wriggle me frock, and the fork ran away with the spoon!
Actually Dio.
Can you help out a technical idiot like me with a layman's explanation of this "long skip" feature you refer to please?
What will it allow Akida 2 to do that Akida 1 can't?
If that's even a relevant question.
*It will be interesting to learn how big a role in AGI Long Skip will play, possibly as a natural language analysis tool.
I'm a poet, don't you know it!
Word wranglin's me game, or manglin', if thou dost prefer.
Whilst astride me cock, twill wriggle me frock, and the fork ran away with the spoon!
Actually Dio.
Can you help out a technical idiot like me with a layman's explanation of this "long skip" feature you refer to please?
What will it allow Akida 2 to do that Akida 1 can't?
If that's even a relevant question.
*It will be interesting to learn how big a role in AGI Long Skip will play, possibly as a natural language analysis
Massive tree shake, it's so obvious... of course it hurts to see red and even more stressful that your funds are locked away as you don't want to sell at a ridiculous price, but this is clearly artificial... if you don't need to sell, ignore the SP. I truelly believe we are so close ships.
I hazard to guess that their next trick will be a massive pump! Yes a maaasive pump!... then another dump. And so on and so forth...
Hang on chippers..... buy if u can afford to put away some funding and not touch for a few months. Reduce your average whilst these prices last. Why should only the instos benefit. Pick up some crumbs...
DONT LISTEN TO ME IM A RAMBLING FOOL.
Pretty pretty pretty good.I have been through this dance before......I have been taught a few lessons by the big boys over the last 15 years of investing
I sold CXO at around 15c before it went to over $1.40
I sold AVZ at 4c before it went to over 80c
I sold SBM at 25c before it went to over $2
On every occasion above I sold due to what I thought were the death knells of the company......but
I haven't sold a single share of BRN in 3 years. They won't get Larry this time. I bought another parcel at 16.5c yesterday. Holding strong here because.......
View attachment 46488
Happy as Larry