BRN Discussion Ongoing

Something that has been particularly frustrating for me is prior to the launch of 2.0 it was repeated that EAP customers had already been actively evaluating 2.0, and the official release of 2.0 marked its general availability.

When the release came out it said 2.0 was available for ‘early access’ only.

Now in this 4C: “focusing on the ongoing development and availability of the 2nd Generation Akida technology platform to lead customers”.

I'm skeptical that they have a fully developed second-generation product, and the suggestion that customers were delaying decision on IP deals for the 2.0 release seems quite misleading.
 
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buena suerte :-)

BOB Bank of Brainchip
All in my opinion only....Been here since 2015 and I'm going nowhere!

Dissapointing........ Yes!!



Happy with the progress with many new partnerships coming on board........ Yes

Still have total confidence in Brainchip being world leaders......... Yes

Total confidence with the BOD getting us out of this dark tunnel........ Yes

Do I think there is so much going on under the radar soon to be revealed........ Yes

Will great news with a price sensitive announcement follow this very poor 4C ........ I really hope so!!!!

Do I think we are still strong partners with MB (The question that is being asked many times) personally I think ........ Yes

Staying for the entire (lumpy) journey and topping up again........ Yes



SP ...Holding up?!

BRAINCHIP HOLDINGS LTD​


Last Price (AUD)$0.185

Today's ChangeNo Change$0.000 (0%)
 
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GazDix

Regular
Certainties in life:

Tax,

Death,

Complaints about little revenue from a tech company in the introduction stage of their product life cycle.

Looks like the market cares little as well now about low revenue.
 
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Labsy

Regular
For every 1 seller, there are 2 buyers. .. this has been the trend over the last couple of weeks... this is why it's holding. Revenue has been factored in. Insto's suspect this is the last bad news quarter and now we are set to fly💸💸...
Short sellers WILL close... perhaps before the end of the year. Products entering market and confirmed by CEO...
Let's go chippers!!!!
 
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Vladsblood

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Ratshit!!!! Vlad
 
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I don’t agree.

This product was always intended for programmers to get a sense of the technology, and it's not mass-produced. Additionally, it does require a certain level of programming knowledge to make use of it. You can't just plug it in and get started, which already limits its mass appeal. What Mercedes, BMW, etc., are doing is beyond Brainchip's control. There are other areas where Akida can be applied, and this will become apparent in the next 1-2 years. If someone has no interest in continuing to invest, they can sell. If they believe there's no future here, they might as well cut their losses. That's why I don't understand why some forum members attack others as if they can change the situation. There are people who believe in a future with Brainchip and, as a result, see the positive side of these numbers. This perspective should be acknowledged, and there's no need to constantly attack, insult, or blame those individuals for the situation.
Tend to agree.

I was just reading this thesis last night actually where the author utilised AKD1000 for the studies. From Mar 2023 out of the Uni of Oslo.

I would suggest if people are inclined, that a read through at least by just searching Akida as a keyword you can get to the relevant sections. About 116+ mentions.

What I found enlightening was it is written obviously by an end user, designing an experiment for their thesis using our 1.0.

So, no PR fluff or dots in it.

Whilst I felt it overall positive and they outline all the benefits of the tech, results, its potential (current & future), they also give some insights into shortcomings, hurdles in implementing etc that need to and can be overcome.

It is viewed from utilisation and implementation around algos, CNN/SNN and even HW highlighting how new it essentially is for programmers and developers.

Hopefully with the 2.0 and Uni Accelerator programs I feel this will address some of that in time.

Full paper here.

HERE
 
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JB49

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Price seems to be holding well. Hopefully this means 17/18c is the bottom.
 
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toasty

Regular
I don’t agree.

This product was always intended for programmers to get a sense of the technology, and it's not mass-produced. Additionally, it does require a certain level of programming knowledge to make use of it. You can't just plug it in and get started, which already limits its mass appeal. What Mercedes, BMW, etc., are doing is beyond Brainchip's control. There are other areas where Akida can be applied, and this will become apparent in the next 1-2 years. If someone has no interest in continuing to invest, they can sell. If they believe there's no future here, they might as well cut their losses. That's why I don't understand why some forum members attack others as if they can change the situation. There are people who believe in a future with Brainchip and, as a result, see the positive side of these numbers. This perspective should be acknowledged, and there's no need to constantly attack, insult, or blame those individuals for the situation.
I certainly hope you're wrong when you say "This product was always intended for programmers to get a sense of the technology, and it's not mass-produced". If Akida is not mass produced in one form or another we're sunk...............

And its probably best not to make comment on my discussions with BRN about product because you have no idea what they entailed.

Every missed opportunity is just that.................
 
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Something that has been particularly frustrating for me is prior to the launch of 2.0 it was repeated that EAP customers had already been actively evaluating 2.0, and the official release of 2.0 marked its general availability.

When the release came out it said 2.0 was available for ‘early access’ only.

Now in this 4C: “focusing on the ongoing development and availability of the 2nd Generation Akida technology platform to lead customers”.

I'm skeptical that they have a fully developed second-generation product, and the suggestion that customers were delaying decision on IP deals for the 2.0 release seems quite misleading.
Probably similar to BRN talking up the heavy recruitment in sales and having a wordlclass new leader jumping on board in head of sales. Then you find out through Linked in he's jumped ship after 1 year. No mention by BRN as to why he's moved on and who's replacing him.

Picking and choosing by the looks.

With all the evidence in front, I'm happy to sit on the sidelines until theres at least price confirmation. If there's money to be made we should be getting a 3-6 month lead on price confirmation.

Current action is quite solid with some signs of a bottom forming, but it still has to regain the 20c level in my view before I get interested at all.
 
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16.5c was retested and holding. Volume drying up a bit is a good sign in my view also. I'll be watching 16.5c to hold and a push above 20c as a guide to re-enter.

Obviously, if a new IP deal comes out of the blue then anything is possible, depending on who the cutomer is. But, the possibilty of that alone isn't enough for me to FOMO buy back in.

I certainly hope you're wrong when you say "This product was always intended for programmers to get a sense of the technology, and it's not mass-produced". If Akida is not mass produced in one form or another we're sunk...............

And its probably best not to make comment on my discussions with BRN about product because you have no idea what they entailed.

Every missed opportunity is just that.................
 
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Labsy

Regular
1.8 approx billion shares on issue, after today's news barely 3 mill shares traded.... no one gives a shit. Everyone is waiting.... most will jump in when rises to 20c by the looks of it and it will just snow ball up... hang in there guys.
 
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toasty

Regular
1.8 approx billion shares on issue, after today's news barely 3 mill shares traded.... no one gives a shit. Everyone is waiting.... most will jump in when rises to 20c by the looks of it and it will just snow ball up... hang in there guys.
Been doing that for 7 loooong years
 
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Labsy

Regular
Heating up in this space now. Enter NVIDIA with arm IP!... very interesting... lots of money to be thrown around and they will want nothing but the best tech ARM has to offer .... we are definitely on their radar....

 
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robsmark

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On the bright side, it seems the bottom is in.
 
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Diogenese

Top 20
I still hold and remain optimistic Brainchip can be successful. But there's nothing lumpy about this, flat lining is more apt.

Looking forward to the day we get a quarterly result that we can be ecstatic about.
Just run Snicko by me a couple more times.
 
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McHale

Regular
Timing is a funny thing. None of us, either as individuals or corporations can be all things to all people at all times.
That's just how it gets portrayed in movies where we watch representations of edited lives enacted over 90-120 minutes.

This extra time its taking for the share price to be at the levels I want or expect it to be is bloody inconvenient for me and my plans. 🤣
And some of my other investments are not acting as I wished either. 🤣

Damn, but it'd be nice if reality conformed to my expectations and demands! 🤣

But life runs its own race and our illusions of control sometimes need must be tailored to suit the cut of our cloth.

I'm glad they elected to pull the 4C bandaid off early and just move on.
Nothing terribly surprising, but we'd be surprised if there was. 🤣

It's all continuing and happening just as fast as they can engineer it, but, at this point in our evolution much is outside of their direct control.
All they can realistically do is continue forging ahead building relevant relationships and embedding themselves within the growing but as yet still nascent ecosystem. The world will eventually catch up with what we have on offer.
Until then, we persist and endure.
GLTAH
That's all good and fine Hoppy, I get it that we weren't really expecting a great deal on this 4C, but 30K is pretty lumpy (if you want to call it that) and worse than the 40K earlier this year, but I have to admit that I was hoping for something better than the 30K, but "you can't always get what you want" as the Stones sing so well.

I have to take my consolation in the following:
Screenshot 2023-10-24 at 12.44.08 pm.png

I repeat part of the above "These goals were achieved in the final days of September."

I would love to know what the goals were, I mean come on BRN, feed us some morsels, - the said nebulous goals give me something to grasp for, but I'd like to know what I'm grasping at.
 
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7für7

Top 20
I certainly hope you're wrong when you say "This product was always intended for programmers to get a sense of the technology, and it's not mass-produced". If Akida is not mass produced in one form or another we're sunk...............

And its probably best not to make comment on my discussions with BRN about product because you have no idea what they entailed.

Every missed opportunity is just that.................
Did you read the posting I was responding to? He pointed to the physical product and not the akida license
 
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Deena

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Deena

Regular
Today I was looking at the market cap for 3 companies.
4DS $201 million
BRN $331 million
WBT $813 Million

And I got to thinking. Despite the current market cap, which of these companies would I like most to own? You can make your own decision, but I pick the middle one! Deena
 
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Evermont

Stealth Mode
BLOGSEPTEMBER 20, 2023

The Future of Vision: Edge AI Breaks Barriers for Data-Intensive Applications​

Transforming industries and enhancing efficiency with cutting-edge AI vision technology.
By Parag Beeraka, Senior Director, Segment Marketing, IoT, Arm

One of the most promising applications of IoT AI vision technology is to capture consumer data inside stores so retailers can more quickly and efficiently optimize product placement, store layout and customer experience based on video data.

But there are two major hurdles to overcome: Cost and complexity. A large grocery store that wants to harvest foot-traffic, purchase and other data would need about 15,000 cameras in store. At 30 frames per second of 4K video, those 15,000 cameras would produce 225 gigabits of data per second.

That happens because video data is enormous, compared with other forms of data, and intricate processing is required, including image recognition, object detection, and scene analysis. These AI vision tasks often require advanced algorithms and models, contributing to the computational complexity. On top of that, big data like that needs to be sent to the cloud for efficient computation and then back out for decision-making.

Clearly, 225 gigabits per second is uneconomical.

But that’s only if you think it’s still 2018, not 2023. Much has changed in the past five years. The combination of improved and more-efficient processing at the edge, coupled with AI and machine learning, now chips away at that big uneconomic roadblock in front of many promising vision applications.

Unlocking edge AI vision innovation​

Back then, too many vital technologies sat siloed, each either difficult or impossible to integrate with other important puzzle pieces to enable a frictionless innovation ecosystem. In a homogenous processing world it was difficult to be able to customize solutions for different vision workloads when one size had to fit all. What’s different about today?

Engineers and developers have attacked cost and complexity, as well as other challenges. Take the processing complexity challenge for example. One pathway to driving down the cost and complexity of vision solutions is to offer developers more flexibility in how they implement edge solutions – heterogeneous compute.

Designers are producing increasingly powerful processors that offer higher computational capacity while remaining energy efficient. These processors include CPUs, GPUs, ISPs and accelerators designed to handle complex tasks like AI and machine learning in sometimes resource-constrained environments. In addition, AI accelerators – either as a core on an SoC or as a stand-alone SoC – enable efficient execution of AI algorithms at the edge.

Tackling complexity​

Let’s take one piece of the complexity puzzle. Arm in 2022 introduced the Arm Mali-C55, its smallest and most high-performance Image Signal Processor (ISP) to date. It features a blend of image quality, throughput, power efficiency, and silicon area, for applications like endpoint AI, smart home cameras, AR/VR, and smart displays. It achieves higher performance with throughput of up to 1.2Gpix/sec, making it a compelling choice for demanding visual processing tasks. And, when it comes to the push toward heterogeneous compute, the Mali-C55 is designed for seamless integration in SoC designs with Cortex-A or Cortex-M CPUs.

That’s key because in SoCs ISP output is often linked directly to a machine learning accelerator for further processing using neural networks or similar algorithms. This involves providing scaled-down images to the machine learning models for tasks like object detection and pose estimation.

This synergy, in turn, has given rise to ML-enabled cameras and the concept of “Software Defined Cameras.” And this allows OEMs and service providers to deploy cameras globally with evolving capabilities and revenue models tied to dynamic feature enhancements.

Think for example, of a car parking garage with cameras dangling above every slot, determining whether the slot is filled or not. That was great in 2018 for drivers entering the garage needing to know where the open slots are at a glance, but not an economical solution in 2023. How about leveraging the notion of edge AI and positioning only one or two cameras at the entrance and exit or on each floor and having AI algorithms figure out the rest? That’s 2023 thinking.

That brings us back to the retailer’s problem: 15,000 cameras producing 225 gigabits per second of data. You get the picture, right?

Amazon has recognized this problem and in the latest version of its Just Walk Out store technology, it increased the compute capability in the camera module itself. That’s moved the power of AI to the edge, where it can be more efficiently and quickly computed.

With this powerful, cost-effective vision opportunity, a grocery retailer might, for example, analyze video data from in-store cameras and determine that it needs to restock oranges around noon every day because most people buy them between 9-11 a.m. Upon further analysis, the retailer realizes that a lot of your customers – anonymized in the video data for privacy reasons – also buy peanuts during the same shopping trip. You use this video data to change your product placement.

Right place, right compute​

This kind of compute optimization – putting the right type of edge AI computing much closer to the sensors – reduces latency, can improve tighten security and reduce costs. It also can spark new business models.

One such business model is video surveillance-as-a-service (VSaaS). VSaaS is the provision of video recording, storage, remote management and cybersecurity in the mix of on-premises cameras and cloud-based video-management systems. The VSaaS market is expected to reach $132 billion by 2027, according to Transparency Market Research.

At a broader level, however, immense opportunity awaits because so many powerful potential applications have been waiting in the wings because of economics, processing limitations or sheer complexity.

Consider:

  • Smart Cities: Video analytics for traffic management, pedestrian flow analysis, and parking space optimization in smart cities can lead to substantial data generation.
  • Industrial Automation: Quality control, defect detection, and process optimization.
  • Autonomous Vehicles: The sensors and cameras on autonomous vehicles, such as self-driving cars and drones capturing data for navigation and safety systems, perceiving their surroundings in real time.
  • Virtual Reality (VR) and Augmented Reality (AR): Immersive VR and AR experiences require rendering and processing of high-resolution visual content in real time, resulting in significant data generation.
Leading-edge adopters aren’t waiting. In South Korea’s Pyeongtaek City, city leaders are planning to build a test bed using smart city technologies such as artificial intelligence and autonomous driving to be completed in 2025 and spread throughout the city.

The city of a half-million people grapples with traffic congestion and pedestrian fatalities. As part of a citywide “smart city” overhaul, experts have deployed Arm partner Nota.ai’s Nespresso platform – an automatic AI model compression solution – in vision devices to create an intelligent transportation system.

At the device level, clever design is helping customers achieve their vision visions. Take the Himax Wiseye-II, a smart image sensing solution that can be deployed in a range of battery-operated consumer and home security applications, including notebooks, doorbell, door lock, surveillance camera and smart office. It marries Arm microcontroller and neural processor cores to drive machine vision AI more deeply into consumer and smart-home devices.

These examples and future innovation being designed today are happening because of amazing advances in edge AI technology. And in vision, they’re being built on Arm.

In addition to hardware, Arm makes the journey for developers of image solutions faster and more efficient, thanks for software libraries, interconnect standards, security frameworks, and development tools such as Arm Virtual Hardware, which allows them to run applications in a virtual on their target architecture before committing to hardware.

So remember those hopes of transforming the world with previously untapped amounts of data using vision technology that once seemed a far-off dream because of cost and complexity? They can become reality now.

 
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