BRN Discussion Ongoing

[Doz]

Ecosystem ……

 

[David holland]

AKD1000 two nodes IP $1 million approx Renesas

AKD1000 IP $3.25 million with $750,000 to come MEGACHIPS

Ford EAP AKD1000 IP EAP $50,000 approx;

Valeo EAP AKD1000 IP undisclosed milestone payments

NASA EAP AKD1000 IP $50,000

All verified in announcements and in 4C’s, Half Yearly & Annual Reports. NASA also verified payment in publicly available records.

My opinion only DYOR
FACT FINDER

AKIDA BALLISTA

Thanks for that,just reminded myself and I'm sure others of Revenue,
Question was more pointed to obtaining revenue from Royalties to its fullest potentials in these 3 products

 

[wilzy123]

How about we see some return on 1, 1.5 and 2 hey

This is probably the most underbaked "investor" comment I've seen in a long time about BRN.

I reckon even the crapper wouldn't tolerate this level of intellect

 

[Jumpchooks]

https://openaccess.thecvf.com/content/CVPR2021W/MAI/papers/Ignatov_Real-Time_Quantized_Image_Super-Resolution_on_Mobile_NPUs_Mobile_AI_2021_CVPRW_2021_paper.pdf

Holly Mother of Mercertroud! I think we should be calling you guys #Encyclopedia Fact Finder or Wiki Dio

Thank you so much for your sharing of wisdom ​

 

[Perhaps]

Most probably..

Kind of sick of seeing Helium everywhere..

Is that the one that blows up ..

View attachment 50300



Actually, that gif reminds me of something else that happens, when I initially see A.I. in connection with something, but then read it's Helium ..

To shine a light on ARM Helium again:
It's a vector extension which extends the instruction-set architecture. That leads to faster and more complex processes. It enables a run without additional accelerator, delivering better results than earlier generations and keep the costs down.
This is not the competitor. Of course you can reach even better results with the use of additional accelerators, so it's more a question of AND not OR.
Also the full commercialisation of Helium now gives a good idea about industry timelines, as the extension is in the pipeline since 2019.

In first place each company in the world will favour their inhouse solutions, all are in it for maximum profit, just a natural thing. Secondly stands the aquisition of new technology to the own pipeline. The history of the big tech players is full of it.
The least attractive solution is the use of IP from a start-up.

This is the world Brainchip is living in. For a breakthrough it needs a full commercialised product with Akida inside, which shows real advances to the competition. This could be the initialization of a snowball effect with a big wave starting.

So the remaining question is, who will be the first using not much loved IP as a standard in a commercial product, not as an option.

 

[Boab]

Interesting stuff from Socionext.

Examining the mind's eye of a neural network system

In the background of image recognition software that can ID our friends on social media and wildflowers in our yard are neural networks, a type of artificial intelligence inspired by how own our brains process data.

techxplore.com

 

[Diogenese]

To shine a light on ARM Helium again:
It's a vector extension which extends the instruction-set architecture. That leads to faster and more complex processes. It enables a run without additional accelerator, delivering better results than earlier generations.
This is not the competitor. Of course you can reach even better results with the use of additional accelerators, so it's more a question of AND not OR.
Also the full commercialisation of Helium now gives a good idea about industry timelines, as the extension is in the pipeline since 2019.

In first place each company in the world will favour their inhouse solutions, all are in it for maximum profit, just a natural thing. Secondly stands the aquisition of new technology to the own pipeline. The history of the big tech players is full of it.
The least attractive solution is the use of IP from a start-up.

This is the world Brainchip is living in. For a breakthrough it needs a full commercialised product with Akida inside, which shows real advances to the competition. This could be the initialization of a snowball effect with a big wave starting.

So the remaining question is, who will be the first using not much loved IP as a standard in a commercial product, not as an option.

Well at the moment it looks like VVDN's Edge Box will be the first to have a commercial product incorporating the Akida chip.

I always reckoned that the chip would be a quicker way to market than the IP. It's just a matter of gluing them onto a PCB and loading the model, none of this circuit design, taping out, sample testing ...

 

[DingoBorat]

To shine a light on ARM Helium again:
It's a vector extension which extends the instruction-set architecture. That leads to faster and more complex processes. It enables a run without additional accelerator, delivering better results than earlier generations and keep the costs down.
This is not the competitor. Of course you can reach even better results with the use of additional accelerators, so it's more a question of AND not OR.
Also the full commercialisation of Helium now gives a good idea about industry timelines, as the extension is in the pipeline since 2019.

In first place each company in the world will favour their inhouse solutions, all are in it for maximum profit, just a natural thing. Secondly stands the aquisition of new technology to the own pipeline. The history of the big tech players is full of it.
The least attractive solution is the use of IP from a start-up.

This is the world Brainchip is living in. For a breakthrough it needs a full commercialised product with Akida inside, which shows real advances to the competition. This could be the initialization of a snowball effect with a big wave starting.

So the remaining question is, who will be the first using not much loved IP as a standard in a commercial product, not as an option.

That's what they're wanting to accomplish, with the VVDN edge box.

It will be measurable between direct competitors, like Nvidia's offerings.

Performance is likely going to be comparable (I really have no idea), but at a much much lower price point and orders of magnitude savings in power usage.

It may offer a very stark contrast, of the available technologies..

 

[Perhaps]

Well at the moment it looks like VVDN's Edge Box will be the first to have a commercial product incorporating the Akida chip.

I always reckoned that the chip would be a quicker way to market than the IP. It's just a matter of gluing them onto a PCB and loading the model, none of this circuit design, taping out, sample testing ...

That's the way they go with lots of the partnerships, as the work with IP is only possible for the big players or silicon designers.
The IP only model has changed to a 2-way commercialisation for a while now.
The edge box is more to see like an upgraded and easier to use dev kit and will not go into volume production.
I think the breaking point is the commercialisation of a mass product using Brainchip technology as a standard.
This can also happen by one of the partnerships who offer their solutions to OEM manufacturers.

 

[Schnitzel lover]

Well at the moment it looks like VVDN's Edge Box will be the first to have a commercial product incorporating the Akida chip.

I always reckoned that the chip would be a quicker way to market than the IP. It's just a matter of gluing them onto a PCB and loading the model, none of this circuit design, taping out, sample testing ...

If BRN was really smart they would’ve taken up a 10% CR at $1.50 or equivalent of a $250mill raise, and could’ve gone down both pathways. Chip volume production to saturate the market, and also IP for the bigger players..

Even $100mill would’ve been possible and only 3-4% dilutive to raise in late 2021 when capital was still a lot easier to come by..

 

[Easytiger]

Well at the moment it looks like VVDN's Edge Box will be the first to have a commercial product incorporating the Akida chip.

I always reckoned that the chip would be a quicker way to market than the IP. It's just a matter of gluing them onto a PCB and loading the model, none of this circuit design, taping out, sample testing ...

Yep and they co-promote the BRN!

 

[Labsy]

Douch bags... when will they learn... slap some Akida in there for gods sake....

Degraded Snapdragon 8 Gen 3 efficiency reported as Cortex-X4 core guzzles 28% more power for 14% more performance vs 8 Gen 2+

The Snapdragon 8 Gen 3 inside the Xiaomi 14 Pro has now been tested to measure the raw performance and efficiency of the big Cortex-X4 CPU core. The tests, which were conducted by Golden Reviewer, depict the Cortex-X4 to pack a 14% performance bump over the Cortex-X3 inside the Snapdragon 8 Gen...

www.notebookcheck.net

 

[Perhaps]

If BRN was really smart they would’ve taken up a 10% CR at $1.50 or equivalent of a $250mill raise, and could’ve gone down both pathways. Chip volume production to saturate the market, and also IP for the bigger players..

Even $100mill would’ve been possible and only 3-4% dilutive to raise in late 2021 when capital was still a lot easier to come by..

A chip volume production at an earlier stage would have made no sense. For development there is no need to buy some million chips. Also the lack of specialists for neuromorphic technology needed the support of Brainchip in the past. Who should buy masses of neuromorphic chips without an idea how to use them.
The way Brainchip goes is just what's possible with bringing a new technology to the market. The management isn't a club of newbies. The rest is patience and accept the timelines.

 

[GazDix]

If BRN was really smart they would’ve taken up a 10% CR at $1.50 or equivalent of a $250mill raise, and could’ve gone down both pathways. Chip volume production to saturate the market, and also IP for the bigger players..

Even $100mill would’ve been possible and only 3-4% dilutive to raise in late 2021 when capital was still a lot easier to come by..

Well at the moment it looks like VVDN's Edge Box will be the first to have a commercial product incorporating the Akida chip.

I always reckoned that the chip would be a quicker way to market than the IP. It's just a matter of gluing them onto a PCB and loading the model, none of this circuit design, taping out, sample testing ...

No doubt the chip would've been quicker, but scalability would have been the opportunity cost. Or was the change in approach to IP from chip spawn from a worry for security?
This fact made me more bullish on BRN than before because Sean and the other newcomers really see potential in the tech hence the long-term strategy change rather than the 'quick revenue' one. It also reinforces the 3-year advantage (or thereabouts) we have with competitors seeing BRN could change the approach without worrying about them. I imagine the VVDN's Edge Box has some X factor that validates worries from BRN's side.

Although as investors time horizons have to be shifted further along, it is what it is. But for greater returns, I think we would all be happy with that.

 

[Cgc516]

AKD1000 two nodes IP $1 million approx Renesas

AKD1000 IP $3.25 million with $750,000 to come MEGACHIPS

Ford EAP AKD1000 IP EAP $50,000 approx;

Valeo EAP AKD1000 IP undisclosed milestone payments

NASA EAP AKD1000 IP $50,000

All verified in announcements and in 4C’s, Half Yearly & Annual Reports. NASA also verified payment in publicly available records.

My opinion only DYOR
FACT FINDER

AKIDA BALLISTA

Can’t wait to see the “milestone payments”!
Also, it’s great to have you back recently!
Thanks.

 

[Fact Finder]

That's what they've wanting to accomplish, with the VVDN edge box.

It will be measurable between direct competitors, like Nvidia's offerings.

Performance is likely going to be comparable (I really have no idea), but at a much much lower price point and orders of magnitude savings in power usage.

It may offer a very stark contrast, of the available technologies..

VVDN make Edge Boxes for Nvidia and Qualcomm. The Nvidia box uses Jetson. I believe it is the TX2.

As far as a competition with Nvidia’s Edge Box goes built on the Jetson TX2 the winner has already been announced by Tata Consulting Services and Brainchip:

1. TCS has published that “We design and train a CNN and convert it into SNN using the CNN2SNN conversion toolkit of Brainchip Akida neuromorphic platform. We achieve 95.46% accuracy while power consumption and latency are at least 35x and 3.4x more efficient respectively in stage-1 (and 230x & 7x in stage-2) compared to the equivalent CNN running on Jetson TX2.”

2. Brainchip has stated it will be a smaller slimlined Edge Box than the existing offerings from VVDN. So wins on size unless you believe size does matter.

3. AKD1000 has been priced at $AU25.00 on multiple occasions by Anil Mankar, Peter van der Made and Mr. Dinardo. Simon Thorpe formerly on the Brainchip Scientific Advisory Board has a number of papers where he suggested a price of about $10.00. Suffice to say it would be under $30.00.

4. Nvidia Jetson TX2 is significantly more expensive:

5. AKD1000 can be scaled to 64 chips so even if you added a couple of extra to up the processing power it will fall well short of $AU 100.00.

6. Assuming that the metal box and accessories required to build the Boxes will be comparable and the additional costs will be approximately the same.

On any measure therefore an AKIDA VVDN EDGE Box has already won the contest with Nvidia.

My opinion only DYOR
Fact Finder

AKIDA BALLISTA

 

[rgupta]

VVDN make Edge Boxes for Nvidia and Qualcomm. The Nvidia box uses Jetson. I believe it is the TX2.

As far as a competition with Nvidia’s Edge Box goes built on the Jetson TX2 the winner has already been announced by Tata Consulting Services and Brainchip:

1. TCS has published that “We design and train a CNN and convert it into SNN using the CNN2SNN conversion toolkit of Brainchip Akida neuromorphic platform. We achieve 95.46% accuracy while power consumption and latency are at least 35x and 3.4x more efficient respectively in stage-1 (and 230x & 7x in stage-2) compared to the equivalent CNN running on Jetson TX2.”

2. Brainchip has stated it will be a smaller slimlined Edge Box than the existing offerings from VVDN. So wins on size unless you believe size does matter.

3. AKD1000 has been priced at $AU25.00 on multiple occasions by Anil Mankar, Peter van der Made and Mr. Dinardo. Simon Thorpe formerly on the Brainchip Scientific Advisory Board has a number of papers where he suggested a price of about $10.00. Suffice to say it would be under $30.00.

4. Nvidia Jetson TX2 is significantly more expensive:
View attachment 50331

5. AKD1000 can be scaled to 64 chips so even if you added a couple of extra to up the processing power it will fall well short of $AU 100.00.

6. Assuming that the metal box and accessories required to build the Boxes will be comparable and the additional costs will be approximately the same.

On any measure therefore an AKIDA VVDN EDGE Box has already won the contest with Nvidia.

My opinion only DYOR
Fact Finder

AKIDA BALLISTA

Ff your knowledge, confidence and reasoning makes all the difference.
A very good post.
But I still believe the price will be higher than one with Nvidia Jetson. Coz they will try to sell them on merit than price.

 

[Damo4]

Well at the moment it looks like VVDN's Edge Box will be the first to have a commercial product incorporating the Akida chip.

I always reckoned that the chip would be a quicker way to market than the IP. It's just a matter of gluing them onto a PCB and loading the model, none of this circuit design, taping out, sample testing ...

Agreed with talk of years end commercial availability it's a race between Valeo, Renesas and VVDN!

Btw your post had me picturing someone hot glueing the chip down and getting it straightened up.

 

[wilzy123]

This is probably the most underbaked "investor" comment I've seen in a long time about BRN.

I reckon even the crapper wouldn't tolerate this level of intellect

I think this is a competition between @Schnitzel lover @David holland @Makeme 2020


It's a close tie.


Just wow. Stellar contributor's.

 

[DingoBorat]

Douch bags... when will they learn... slap some Akida in there for gods sake....

Degraded Snapdragon 8 Gen 3 efficiency reported as Cortex-X4 core guzzles 28% more power for 14% more performance vs 8 Gen 2+

The Snapdragon 8 Gen 3 inside the Xiaomi 14 Pro has now been tested to measure the raw performance and efficiency of the big Cortex-X4 CPU core. The tests, which were conducted by Golden Reviewer, depict the Cortex-X4 to pack a 14% performance bump over the Cortex-X3 inside the Snapdragon 8 Gen...

www.notebookcheck.net

"The tests, which were conducted by Golden Reviewer, depict the Cortex-X4 to pack a 14% performance bump over the Cortex-X3 inside the Snapdragon 8 Gen 2+ while utilizing a concerning 28% more power"

I concur with your assessment Sir.