Tony Coles
Regular
The link mean anything, found it interesting though, check it out.
Qualcomm CEO Cristiano Anon
Qualcomm CEO Cristiano Anon
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Thank you for this new thought for me. I fully agree with you too!I may be wrong but revenue has actually increased year over year?
Sean said lumpy revenue, it’s happening.
The company has been partnering with 1-2 companies every month, clearly stating they will adopt akida. They will not buy a board and simply evaluate it, they said they will adopt and drive akida into products.
Development cycles takes time with IP, 2-3-4 years, it is not Brainchips role to update at every achievement of their partners that they make and announce where they are up to!
An example, Renesas/Meagchips license the IP, Brainchip would not be allowed to tell shareholders exactly where they are up to in the cycle, that is up to Renesas.
Brainchips hands are tied running with the IP model, it is simply not up to Brainchip when all the boxes are ticked with prototype, design, test, implement, production with those companies to announce everything.
Sean stated at the AGM that one of their licensees would have akida in commercial products “hopefully” this year.
Now let me ask you all, if there’s been delays, is that Brainchips fault? Absolutely not.
As Antonio said, you don’t hear what’s being designed into the iPhone 16 or the Galaxy S26, it’s just not how it works. Yes some less sophisticated companies may announce things, but most won’t. We all need to get used to it otherwise our money is best invested elsewhere.
Let me say this, let’s say Brainchip was a private company not listed on a stock exchange, and we looked at Brainchips technology, the board/management, the massive growing ecosystem which is 1-2 a month, the industries in which these companies are involved in and service, the recognition we and neuromorphic are getting, would we be complaining? No we wouldn’t.
Show me another neuromorphic company that has the ecosystem we have? Show me another neuromorphic company that has the experience of the board we have?
No other company has what we have.
People are using Chris stevens departure as some type of negative? How is it a negative?? Look at his employment history, it wasn’t exactly stable to begin with and at the end of the day he was in it for money, he clearly got a better offer at Untether AI and good luck to him, maybe he couldn’t handle selling IP? He never sold Neuromorphic IP before, nor has anybody in the world for that matter.
When Nandan left Amazon did that mean Amazon was a bad sign for Amazon? NO.
When Duy-Loan left Texas Instruments did that mean it’s a bad sign for Texas Instruments? NO.
When Rob Todd Antonio Nandan and our Japanese Sales guy all left ARM at different stages did that mean it was a bad sign for ARM? NO!!
When our recent product development manager just left Facebook (Meta) and joined Brainchip does that mean that it’s looking bad for Meta? NO.
When Sean left Hewitt Packer (HP) as Global Ecosystem boss and joined Brainchip did that mean that HP was going under? NO.
People leave their jobs for all sorts of reasons.
People need to stop looking at Chris stevens departure with the eyes of a shareholder and start looking at it like he got a better opportunity which he did!!
This argument and the same people on this forum who keep projecting their emotional insecurity of their investment are just that, emotional.
I just read a post above that the share price may go to 6 cents? Please let it go to 6 cents.
With Renesas coming to market in the next few months, large tier ones working on driving akida into applications, with akida being rocketed into space in January, with neuromorphic being written about more and more and with the technology and board and ecosystem that Brainchip have and growing, I’ll keep buying shares and reap the rewards, whilst others suffer in fear.
People actually think that it’s like selling a new energy drink to the servo or the convenience store, we are talking about a technology that is ahead of its time, never been worked on before until recently.
Ill take my chances with Brainchip over any other neuromorphic company out there.
Let me say it again, if Brainchip was not a publicly listed company, and we knew the rapidly growing ecosystem, the partners we have, the multiple different industries, the experience of the board & management we have, the technology, the growing recognition, the soon to hit the market in mass volume mcu’s containing akida and everything else, we would be jumping for joy, only question we all want to know is how long is it going to take, but it is a wait I am happy to endure.
See my post above to Dio.I know you’re genuine from the other site.
But what are you asking the board to do, put a gun to the CEO’s of the companies they’re engaged withs head & have them say sign now?
SorryThe link mean anything, found it interesting though, check it out.
Qualcomm CEO Cristiano Anon
You are 1 of 5 people on this forum that I have total respect for everything you write on here
As a long term holder I just voice my opinion.
A lot of things the current BRN management have done right, however we don’t know how many of these monthly partnerships announced are new partnerships or existing partnerships under LND watch.
Remember what LND said when he was in the drivers seat.
We had over 100’s NDA’s back then and now the NDA’s are being removed and the partnerships can now be announced.
In my view the current management at this point in time has failed and it’s not because of the share price……not because of no revenue……. It’s because they have not achieved more IP deals.
🫵I may be wrong but revenue has actually increased year over year?
Sean said lumpy revenue, it’s happening.
The company has been partnering with 1-2 companies every month, clearly stating they will adopt akida. They will not buy a board and simply evaluate it, they said they will adopt and drive akida into products.
Development cycles takes time with IP, 2-3-4 years, it is not Brainchips role to update at every achievement of their partners that they make and announce where they are up to!
An example, Renesas/Meagchips license the IP, Brainchip would not be allowed to tell shareholders exactly where they are up to in the cycle, that is up to Renesas.
Brainchips hands are tied running with the IP model, it is simply not up to Brainchip when all the boxes are ticked with prototype, design, test, implement, production with those companies to announce everything.
Sean stated at the AGM that one of their licensees would have akida in commercial products “hopefully” this year.
Now let me ask you all, if there’s been delays, is that Brainchips fault? Absolutely not.
As Antonio said, you don’t hear what’s being designed into the iPhone 16 or the Galaxy S26, it’s just not how it works. Yes some less sophisticated companies may announce things, but most won’t. We all need to get used to it otherwise our money is best invested elsewhere.
Let me say this, let’s say Brainchip was a private company not listed on a stock exchange, and we looked at Brainchips technology, the board/management, the massive growing ecosystem which is 1-2 a month, the industries in which these companies are involved in and service, the recognition we and neuromorphic are getting, would we be complaining? No we wouldn’t.
Show me another neuromorphic company that has the ecosystem we have? Show me another neuromorphic company that has the experience of the board we have?
No other company has what we have.
People are using Chris stevens departure as some type of negative? How is it a negative?? Look at his employment history, it wasn’t exactly stable to begin with and at the end of the day he was in it for money, he clearly got a better offer at Untether AI and good luck to him, maybe he couldn’t handle selling IP? He never sold Neuromorphic IP before, nor has anybody in the world for that matter.
When Nandan left Amazon did that mean Amazon was a bad sign for Amazon? NO.
When Duy-Loan left Texas Instruments did that mean it’s a bad sign for Texas Instruments? NO.
When Rob Todd Antonio Nandan and our Japanese Sales guy all left ARM at different stages did that mean it was a bad sign for ARM? NO!!
When our recent product development manager just left Facebook (Meta) and joined Brainchip does that mean that it’s looking bad for Meta? NO.
When Sean left Hewitt Packer (HP) as Global Ecosystem boss and joined Brainchip did that mean that HP was going under? NO.
People leave their jobs for all sorts of reasons.
People need to stop looking at Chris stevens departure with the eyes of a shareholder and start looking at it like he got a better opportunity which he did!!
This argument and the same people on this forum who keep projecting their emotional insecurity of their investment are just that, emotional.
I just read a post above that the share price may go to 6 cents? Please let it go to 6 cents.
With Renesas coming to market in the next few months, large tier ones working on driving akida into applications, with akida being rocketed into space in January, with neuromorphic being written about more and more and with the technology and board and ecosystem that Brainchip have and growing, I’ll keep buying shares and reap the rewards, whilst others suffer in fear.
People actually think that it’s like selling a new energy drink to the servo or the convenience store, we are talking about a technology that is ahead of its time, never been worked on before until recently.
Ill take my chances with Brainchip over any other neuromorphic company out there.
Let me say it again, if Brainchip was not a publicly listed company, and we knew the rapidly growing ecosystem, the partners we have, the multiple different industries, the experience of the board & management we have, the technology, the growing recognition, the soon to hit the market in mass volume mcu’s containing akida and everything else, we would be jumping for joy, only question we all want to know is how long is it going to take, but it is a wait I am happy to endure.
Unless you have ulterior motives, I don't see why we can't drop this 2nd Strike speculation until the time comes to actually voting.
I can't see any good reason to keep pushing the narrative of it coming if there's even a single license sold or Renesas/Megachips/Valeo revenue in the reports before the AGM.
All good if you aren't happy with the progress, to each their own, but the strike thing is getting nuts considering we have so much time left to make a full judgement.
It's like making a report card for a child before their year starts. Give them a chance sheesh....Akida 2 has only just been released.
To surpass BrainChips technology competitors would have to successfully navigate around the patents and then discover what has been held as trade secrets by PVDM and AM. So far no one has come close to even emulating their tech. AIMO.Everyone needs to take a breath and understand that everyone’s got different opinions on how BRN is progressing.
In my opinion the current brainchip management has under achieved so far and it’s nothing to do with the share price.
It means nothing that our management have nice CV’s,
results in the real world is what counts.
In my view every month that goes by without a new ip deal means that other tech company’s are surpassing us.
You blink and new technology makes you irrelevant.
The board has 2 primary roles on which their performance should be assessed:Hi ML,
The Board can only change or influence things which are within their control or sphere of influence.
What would you have the board do differently to avoid the 2nd strike?
Our problem is not being made irrelevant by a competitor, but more about being included as relevant by a world that is not yet in a position to make the best use of our science fiction.Everyone needs to take a breath and understand that everyone’s got different opinions on how BRN is progressing.
In my opinion the current brainchip management has under achieved so far and it’s nothing to do with the share price.
It means nothing that our management have nice CV’s,
results in the real world is what counts.
In my view every month that goes by without a new ip deal means that other tech company’s are surpassing us.
You blink and new technology makes you irrelevant.
Thanks buena suerte >>>>> BOB <<<<<The last AGM we had our 'First strike' so would seriously want to avoid a 'second strike'
What is the 'two-strikes' rule?
The ‘two-strikes’ law is designed to hold directors accountable for executive salaries and bonuses. It means an entire company board can face re-election if shareholders disagree with how much executives are being paid. The law is an amendment to the Corporations Act and came into effect on July 1, 2011.
FIRST STRIKE
The ‘first strike’ occurs when a company’s remuneration report — which outlines each director’s individual salary and bonus — receives a ‘no’ vote of 25 per cent or more by shareholders at the company’s annual general meeting.
SECOND STRIKE
The ‘second strike’ occurs when a company’s subsequent remuneration report also receives a ‘no’ vote of 25 per cent or more.
When a ‘second strike’ occurs, the shareholders will vote at the same AGM to determine whether all the directors will need to stand for re-election. If this ‘spill’ resolution passes with 50 per cent or more of eligible votes cast, then a ‘spill meeting’ will take place within 90 days.
SPILL MEETING
At the spill meeting, those individuals who were directors when the directors’ report was considered at the most recent AGM will be required to stand for re-election (other than the managing director, who is permitted to continue to run the company).
IDEA BEHIND THE LAW
RELATED ARTICLE
Directors face "second strike"
The reform is intended to provide an additional level of accountability for directors and increased transparency for shareholders. Where a company receives significant ‘no’ votes on its remuneration report over two consecutive years, and has not adequately addressed concerns raised by shareholders, it is appropriate for the board to be held accountable through a re-election process.
Wow, I mean, WooooooooooooooWI may be wrong but revenue has actually increased year over year?
Sean said lumpy revenue, it’s happening.
The company has been partnering with 1-2 companies every month, clearly stating they will adopt akida. They will not buy a board and simply evaluate it, they said they will adopt and drive akida into products.
Development cycles takes time with IP, 2-3-4 years, it is not Brainchips role to update at every achievement of their partners that they make and announce where they are up to!
An example, Renesas/Meagchips license the IP, Brainchip would not be allowed to tell shareholders exactly where they are up to in the cycle, that is up to Renesas.
Brainchips hands are tied running with the IP model, it is simply not up to Brainchip when all the boxes are ticked with prototype, design, test, implement, production with those companies to announce everything.
Sean stated at the AGM that one of their licensees would have akida in commercial products “hopefully” this year.
Now let me ask you all, if there’s been delays, is that Brainchips fault? Absolutely not.
As Antonio said, you don’t hear what’s being designed into the iPhone 16 or the Galaxy S26, it’s just not how it works. Yes some less sophisticated companies may announce things, but most won’t. We all need to get used to it otherwise our money is best invested elsewhere.
Let me say this, let’s say Brainchip was a private company not listed on a stock exchange, and we looked at Brainchips technology, the board/management, the massive growing ecosystem which is 1-2 a month, the industries in which these companies are involved in and service, the recognition we and neuromorphic are getting, would we be complaining? No we wouldn’t.
Show me another neuromorphic company that has the ecosystem we have? Show me another neuromorphic company that has the experience of the board we have?
No other company has what we have.
People are using Chris stevens departure as some type of negative? How is it a negative?? Look at his employment history, it wasn’t exactly stable to begin with and at the end of the day he was in it for money, he clearly got a better offer at Untether AI and good luck to him, maybe he couldn’t handle selling IP? He never sold Neuromorphic IP before, nor has anybody in the world for that matter.
When Nandan left Amazon did that mean Amazon was a bad sign for Amazon? NO.
When Duy-Loan left Texas Instruments did that mean it’s a bad sign for Texas Instruments? NO.
When Rob Todd Antonio Nandan and our Japanese Sales guy all left ARM at different stages did that mean it was a bad sign for ARM? NO!!
When our recent product development manager just left Facebook (Meta) and joined Brainchip does that mean that it’s looking bad for Meta? NO.
When Sean left Hewitt Packer (HP) as Global Ecosystem boss and joined Brainchip did that mean that HP was going under? NO.
People leave their jobs for all sorts of reasons.
People need to stop looking at Chris stevens departure with the eyes of a shareholder and start looking at it like he got a better opportunity which he did!!
This argument and the same people on this forum who keep projecting their emotional insecurity of their investment are just that, emotional.
I just read a post above that the share price may go to 6 cents? Please let it go to 6 cents.
With Renesas coming to market in the next few months, large tier ones working on driving akida into applications, with akida being rocketed into space in January, with neuromorphic being written about more and more and with the technology and board and ecosystem that Brainchip have and growing, I’ll keep buying shares and reap the rewards, whilst others suffer in fear.
People actually think that it’s like selling a new energy drink to the servo or the convenience store, we are talking about a technology that is ahead of its time, never been worked on before until recently.
Ill take my chances with Brainchip over any other neuromorphic company out there.
Let me say it again, if Brainchip was not a publicly listed company, and we knew the rapidly growing ecosystem, the partners we have, the multiple different industries, the experience of the board & management we have, the technology, the growing recognition, the soon to hit the market in mass volume mcu’s containing akida and everything else, we would be jumping for joy, only question we all want to know is how long is it going to take, but it is a wait I am happy to endure.