BRN Discussion Ongoing

[Schnitzel lover]

What are engagements? Would’ve liked that to be answered more specifically..

Edgebox- retail & home security use cases..

Showcase and demonstrate capabilities.

Still IP co.

Hope- Proce has overcorrected, BRN are well positioned- confident in intermediate and long term position.

BOD buying shares- less common practice outside of Australia and a personal choice for BODs

Space- additional customer interests outside of NASA

Customer engagements- number and depth never been higher. Inbound significantly in reasoning.. Sean overseeing sales.. Progressing well. excitement over Gen 2. Can’t elaborate due to NDAs..

Types of engagements- auto, wearables, hearing aids, industrials etc etc.. Haven’t lost any engagements..

Sean’s reign re no IP sales in his time: acknowledges frustration, and would like to push hard to see results..
context- developing ecosystem, release Gen 2, and setting up processes to see commercialisation..

IP- have right business model, disagrees that going to chip sales is the right move.. Edge AI very new and targeting a section within Edge for chip sales may not work due to the market navigating toward a different specification in Edge AI.. Ie. Chip specs..

Criticism re communication and visibility:

My job is to run the company, so I allocate time as I think benefits the company the most.. Watch socials..

Tony D Antonia Viana explain how Gen 2 differs from Gen 1. What can Sean add?

Getting customer feedback, changes market wanted 8bit, long range skip connections, including onex Pytorch, revolutionary Vision transformers, and TEN.. Critical platforms that serve many use cases.. Significant change for the company..

Ends..

 

[Schnitzel lover]

Sorry for typos..
haha…

My take: Things are building well, and it is not unreasonable to expect a significantly good 2024, and if not, then shareholders would reasonably be disappointed if more tangible progress were to not occur..

 

[Damo4]

Pod Cast out now. Enjoy! Good to see ya Fact Finder.

Some of Sean's comments from the podcast:

• Position remains unchanged on SP action - but notes forced selling down after ASX200 rebalance
• Share purchases by management - personal discretion for portfolio management
• NASA and others (potentially more than EdgeX and ANT61) are still engaged
• Confirms still highest number of engagement, still protected by NDA's
  • Confirms many verticals including Auto, Wearables, Hearing Aids, Industrial/IoT
  • Lost ZERO customers, but 1 single engagement ended due to lack of need - but no head-to-head losses
• Acknowledges/understands SH's frustration (impatient too?)
  • Continues to push hard, still on track with plan
• IP Sales take time, but model is solid
  • Modification of strategy Eg VVDN opens new doors
  • Chip only presents too many challenges, IP model still ideal
• Hears feedback RE communication - encourages Social Media for communication
• Product offering generations are improvements not replacements
  • improvements on the back of 'customer' requests and needs

 

[supersonic001]

BrainChip on LinkedIn: BrainChip Shareholders Get Answers to Their Questions Straight from the…

BrainChip Shareholders Get Answers to Their Questions Straight from the CEO in Latest Quarterly Investor Podcast https://lnkd.in/geetgwXt #podcast #edgeai

www.linkedin.com

 

[7für7]

I don’t get it. Why people share 50 times the same post? Even if someone made a short listing about the main topics in the podcast?

 

[Fact Finder]

Akida can have from 2 to 256 nodes of 4 NPEs per node in an interconnect matrix.
https://brainchip.com/akida-generations/

Brainchip provides software tools for configuring NNs and loading models and weights.
https://doc.brainchipinc.com/user_guide/akida.html

Hi Diogenese

Having listened to the podcast between Sean Hehir and Tony Dawe that was released today Sean Hehir has corroborated everything you have said over the last two days.

It appears that once again you know exactly what you are talking about.

As Valeo has booked one billion dollars in advanced sales for Scala 3 it is highly unlikely that it is the company that Sean Hehir has stated decided not to proceed with its product.

Accordingly when Sean Hehir states that they have not lost out to any other technology to date there is absolutely NO LOGICAL basis upon which someone can argue that Brainchip and Valeo are not working together as announced to the ASX in 2020.

My opinion only based on a wealth of material, ASX announcements and todays podcast so DYOR.

Fact Finder

 

[Damo4]

I don’t get it. Why people share 50 times the same post? Even someone made a short listing about the main topics in the podcast?

Search function wouldn't necessarily show that each iteration has been posted eg Blog Post on website, direct Youtube link, X/tweet, LinkedIn post.
I'm quick to post Tweets, Sonic: LinkedIn, I'm sure we'd rather we post it than assume we've all seen a single post from a page back on a thread we may have missed ourselves.

Also RE the shortlisting, if you don't need it, scroll on, but some people might be at work and can't watch the video but want some notes.
Note sure how that's a bad thing, it's very easy to miss post/replies on here, as demonstrated recently around Valeo and Syntiant.

 

[7für7]

Search function wouldn't necessarily show that each iteration has been posted eg Blog Post on website, direct Youtube link, X/tweet, LinkedIn post.
I'm quick to post Tweets, Sonic: LinkedIn, I'm sure we'd rather we post it than assume we've all seen a single post from a page back on a thread we may have missed ourselves.

Also RE the shortlisting, if you don't need it, scroll on, but some people might be at work and can't watch the video but want some notes.
Note sure how that's a bad thing, it's very easy to miss post/replies on here, as demonstrated recently around Valeo and Syntiant.

“Even if” it was not against your useful post

 

[Damo4]

“Even if” it was not against your useful post

All good 7, was not taking it personally, I was just answering your question form my perspective.
I do endeavour to search for links when posted, but a tweet that says 'now" I quickly copy/paste

 

[Euks]

Pod Cast out now. Enjoy! Good to see ya Fact Finder.

I’m just gunna have a vent so dont bother reading if ya easily triggered.

I just can not warm up to Sean as the CEO.

I was hoping the first time I heard him it was just nerves or whatever. But he just doesn’t speak well and has no charisma or personality when being interviewed. It all just sounds so robotic! You would hope in a relaxed setting taking to Tony he might be a bit easier to listen too but that’s not the case.

My other gripe, is the change in wording around the release of Gen 2. specifically in March Gen 2 was supposedly released to all our EAPs and general availability was to be at the end of September. Everyone on here thought the same because we were all hoping when the announcement was finnaly made in October one of those EAPs might also have sighted an IP contract. But now we are being told it is just being released to the EAPs now…….

Wait I have one more gripe! Sorry.. And that is Sean constantly referring to the first generation being to Narrow and the customers wanting more and as a result Gen 2 was hurried along and that’s what the company will be built on.

So far Gen 2 has produced nothing in the way of IP contracts and we are getting told different things about who has access to it and when they actually did get access to it..

The company could do a lot worse then hanging its hat on the results of Gen 1 which is what, Renesas, Megachips, Mercedes, Valeo, Socionet etc etc

Like Sean said in that other interview, the next 12 months are critical for us and for him…

Once again sorry about the rant! I just had to vent somewhere and I didn’t want to get in a DV with the wife so I chose to do my venting here where a whole heap of people that don’t know me can get get pissed off with me, tell me to shut up and grow up

 

[TECH]

Good morning back in Australia

Well, nothing much to add to the already positive comments shared on this mornings podcast.

I thought Tony's questions well excellently presented, worded to get a real response from our CEO, who came across very well.
Personally I'm so comfortable with our present direction, being nimble, as we are, when the need arises makes us simply more
attractive and open to listening to our current/future customers, which I'm sure they love.

I'd also agree strongly with Sean that at current levels our stock is an absolute buy.

Always seek your own professional guidance, as I do, when I look into my crystal ball and see nothing but sparsity

Tech

 

[schuey]

I’m just gunna have a vent so dont bother reading if ya easily triggered.

I just can not warm up to Sean as the CEO.

I was hoping the first time I heard him it was just nerves or whatever. But he just doesn’t speak well and has no charisma or personality when being interviewed. It all just sounds so robotic! You would hope in a relaxed setting taking to Tony he might be a bit easier to listen too but that’s not the case.

My other gripe, is the change in wording around the release of Gen 2. specifically in March Gen 2 was supposedly released to all our EAPs and general availability was to be at the end of September. Everyone on here thought the same because we were all hoping when the announcement was finnaly made in October one of those EAPs might also have sighted an IP contract. But now we are being told it is just being released to the EAPs now…….

Wait I have one more gripe! Sorry.. And that is Sean constantly referring to the first generation being to Narrow and the customers wanting more and as a result Gen 2 was hurried along and that’s what the company will be built on.

So far Gen 2 has produced nothing in the way of IP contracts and we are getting told different things about who has access to it and when they actually did get access to it..

The company could do a lot worse then hanging its hat on the results of Gen 1 which is what, Renesas, Megachips, Mercedes, Valeo, Socionet etc etc

Like Sean said in that other interview, the next 12 months are critical for us and for him…

Once again sorry about the rant! I just had to vent somewhere and I didn’t want to get in a DV with the wife so I chose to do my venting here where a whole heap of people that don’t know me can get get pissed off with me, tell me to shut up and grow up

I thought this podcast he was clear, confident and straight forward.....I too had my doubts about Ginger but am warming to him. He's got 12 months......

 

[hotty4040]

I don’t get it. Why people share 50 times the same post? Even if someone made a short listing about the main topics in the podcast?

You don't have to, anyway it was only about 4 or 5 times, not 50. A bit of an exaggeration IMO. Time will tell I suppose.

Was nice to hear of developments and some real positivity too.

I'm not complaining.

Akida Ballista still, for me atm.........

>>>>> Lots of involvements, ( keeps me satisfied presently ) engagements a plenty ! <<<<<

Hang in there chippers & GLTAI.

Nice to hear from you FF, hope all's well with you and kin.

hotty...

 

[Bravo]

Bonjour tout le monde!

Does someone here speak fluent French and do you have time to translate this very important video? My French is limited but I picked up that there is a discussion about the Valeo/Mobileye (Intel) partnership. At 2.30 the discussion turns to an explanation of the difference between the radar and the lidar and how the lidar, radar and camera all complement eachother to maximise the perceptive abilities and safety of the vehicle. At 4.50 Mark Vrecko from Valeo says that the new Lidar is being used by the Army, Mercedes, EQS, etc, unless I'm mistaken? Mark then goes on to describe what is going to be the total revolution of the automobile of which the lidar, radar and cameras are the centrepiece.



VIDEO HERE:

Marc Vrecko (Valeo) : Valeo accélère sur les radars haute définition - 20/09

VIDÉO - Ce mercredi 20 septembre, Marc Vrecko, directeur du Pôle Système de Confort et d'Aide à la Conduite chez Valeo, a abordé la collaboration entre Valeo et Mobileye pour investir dans les radars, dans l'émission Tech & Co présentée par François Sorel. Tech & Co est à voir ou écouter du...

www.bfmtv.com

ORIGINAL LINKEDIN POST

 

[Diogenese]

I’m just gunna have a vent so dont bother reading if ya easily triggered.

I just can not warm up to Sean as the CEO.

I was hoping the first time I heard him it was just nerves or whatever. But he just doesn’t speak well and has no charisma or personality when being interviewed. It all just sounds so robotic! You would hope in a relaxed setting taking to Tony he might be a bit easier to listen too but that’s not the case.

My other gripe, is the change in wording around the release of Gen 2. specifically in March Gen 2 was supposedly released to all our EAPs and general availability was to be at the end of September. Everyone on here thought the same because we were all hoping when the announcement was finnaly made in October one of those EAPs might also have sighted an IP contract. But now we are being told it is just being released to the EAPs now…….

Wait I have one more gripe! Sorry.. And that is Sean constantly referring to the first generation being to Narrow and the customers wanting more and as a result Gen 2 was hurried along and that’s what the company will be built on.

So far Gen 2 has produced nothing in the way of IP contracts and we are getting told different things about who has access to it and when they actually did get access to it..

The company could do a lot worse then hanging its hat on the results of Gen 1 which is what, Renesas, Megachips, Mercedes, Valeo, Socionet etc etc

Like Sean said in that other interview, the next 12 months are critical for us and for him…

Once again sorry about the rant! I just had to vent somewhere and I didn’t want to get in a DV with the wife so I chose to do my venting here where a whole heap of people that don’t know me can get get pissed off with me, tell me to shut up and grow up

I agree that the justification for Akida 2 should not have been at the expense of the reputation of Akida 1.
Instead of saying 1 was too narrow, he could have said 2 greatly broadens the scope of applicability of Akida., somewhat like the real estate agent's "renovator's dream".

 

[Wags]

Bonjour tout le monde!

Does someone here speak fluent French and do you have time to translate this very important video? My French is limited but I picked up that there is a discussion about the Valeo/Mobileye (Intel) partnership. At 2.30 the discussion turns to an explanation of the difference between the radar and the lidar. At 4.50 Mark Vrecko from Valeo says that the new Lidar is being used by the Army, Mercedes, EQS, etc, unless I'm mistaken? Mark then goes on to describe what is going to be the total revolution of the automobile of which the liadr is the centrepiece.

Marc Vrecko (Valeo) : Valeo accélère sur les radars haute définition - 20/09

VIDÉO - Ce mercredi 20 septembre, Marc Vrecko, directeur du Pôle Système de Confort et d'Aide à la Conduite chez Valeo, a abordé la collaboration entre Valeo et Mobileye pour investir dans les radars, dans l'émission Tech & Co présentée par François Sorel. Tech & Co est à voir ou écouter du...

www.bfmtv.com

View attachment 49433

Hi Bravo, I think MDhere speaks French? @MDhere

 

[Vladsblood]

Just fixing your problem with Sean now….Inserting Akida 2 atm into his above shoulders so I’m sure he’ll speak much better now LOL. Vlad

 

[Tezza]

Good morning back in Australia

Well, nothing much to add to the already positive comments shared on this mornings podcast.

I thought Tony's questions well excellently presented, worded to get a real response from our CEO, who came across very well.
Personally I'm so comfortable with our present direction, being nimble, as we are, when the need arises makes us simply more
attractive and open to listening to our current/future customers, which I'm sure they love.

I'd also agree strongly with Sean that at current levels our stock is an absolute buy.

Always seek your own professional guidance, as I do, when I look into my crystal ball and see nothing but sparsity

Tech

I also found the absolute buy comment interesting. Is he not convinced enough to actually buy, or is he just not interested in buying, or does he know that prices won't change alot over the next 12 months so why tie up capital, or is he comfortable with how many he has and how many more he will be given.

 

[Schnitzel lover]

I don’t get it. Why people share 50 times the same post? Even if someone made a short listing about the main topics in the podcast?

Saturation. Less likely others will miss it if it’s reposted multiple times..

 

[Schnitzel lover]

I’m just gunna have a vent so dont bother reading if ya easily triggered.

I just can not warm up to Sean as the CEO.

I was hoping the first time I heard him it was just nerves or whatever. But he just doesn’t speak well and has no charisma or personality when being interviewed. It all just sounds so robotic! You would hope in a relaxed setting taking to Tony he might be a bit easier to listen too but that’s not the case.

My other gripe, is the change in wording around the release of Gen 2. specifically in March Gen 2 was supposedly released to all our EAPs and general availability was to be at the end of September. Everyone on here thought the same because we were all hoping when the announcement was finnaly made in October one of those EAPs might also have sighted an IP contract. But now we are being told it is just being released to the EAPs now…….

Wait I have one more gripe! Sorry.. And that is Sean constantly referring to the first generation being to Narrow and the customers wanting more and as a result Gen 2 was hurried along and that’s what the company will be built on.

So far Gen 2 has produced nothing in the way of IP contracts and we are getting told different things about who has access to it and when they actually did get access to it..

The company could do a lot worse then hanging its hat on the results of Gen 1 which is what, Renesas, Megachips, Mercedes, Valeo, Socionet etc etc

Like Sean said in that other interview, the next 12 months are critical for us and for him…

Once again sorry about the rant! I just had to vent somewhere and I didn’t want to get in a DV with the wife so I chose to do my venting here where a whole heap of people that don’t know me can get get pissed off with me, tell me to shut up and grow up

No worries.. Vent received without hate or emotion..

I’m not too concerned about nit picking finer details.. There will be partners like Edge Impulse aggressively implementing Gen 2, and Megachips plus their sub licensees doing the same.. They should also be pretty advanced with their software stacks, which from what I understand is one of the barriers to adoption..

If Megachips and related sub licensees are nearly 2 years in and they have Gen 2 in hand, then adoption into product may not be a a prolonged from the market as we think..

And Zac Shelby said as much. Educating the market and quietly quietly now the hype is slowly coming out of AI will help the better prospects like Brainchip shine..