Getupthere
Regular
I can’t say I have seen Sean sell his shares to pay his taxes as yet?
Last year he sold 2 to 3 days after receiving them.
Last year he sold 2 to 3 days after receiving them.
Why would he sell at this price. Likely he could have found other financial ways to pay.I can’t say I have seen Sean sell his shares to pay his taxes as yet?
I would be very careful before going down a second strike course of action . Looking at the graph of TAH share price after successfully striking out at their directors has not led to a $ 1.00 share price hot tub gathering.Tech, as you have stated:
" still not expecting any cash receipts/revenue in this closing quarter or next, sorry, but that's my opinion....it's hard to swallow, but that's just how I see things....give it to me if I'm wrong !"
I am also of the opinion, that if there are also no new IP agreements nor increased / meaningful revenue levels entered into by the time the AGM is held, then who know's what the Co's position and outcome will be, given that a "Strike 2" action might / may still be pending.
What's the penalty for insider non-trading?Why would he sell at this price. Likely he could have found other financial ways to pay.
I'm surprised how many people are shocked he has not sold.
He was given 2 million part of his package at 20 cents so say half is tax then he needs to come up with 200 k
He is not a stupid man he I will say that. So say the SP at the AGM is 60 cents will that be a win for him absolutely. And he is genuinely in the belief the SP is bellow real value. I don't want to argue about SP that's dictated by the market be it this or that.
But last year he got shares at 80 cents paid tax selling it would have cost him 800 k to keep all. If you go with the theory at that time the sp may have still been high then no kidding he sold his tax portion.
Today he gets them at 20 cents 4 times cheaper so if say the value of the company IP is somewhere between 20 and 80 lets say 50 cents what would you do finance the tax and keep the shares.
Sean is putting his money in the game I'm surprised many don't see this while your all looking at the flaws and looking to hang a person he quietly put skinning the game. Yes that's putting skin in the game.
My opinion and personal view is do as smart money not as what agenda driven unknown posters vent when mad or are trying to block validated clear news that is interested.
Forget the old past look to the future.
Sean did buy yes at a discount part of his payment but likely he put quite a bit of his money now in the form of tax to me that's confidence that SP is below what the guy that knows all that is happening at BRN.
Getting to keep his shares lol!What's the penalty for insider non-trading?
Not entirely sure myself that it will be a profit split as such.I wonder for how much it will be sold for and how those sale funds will be finally distributed between BRN & VVDN.
VVDN already provide an Edge Box with Nvidia so they will have unique knowledge and experience of EBs in use. They will know what input ports are required as well as the types of models to identify different inputs.Not entirely sure myself that it will be a profit split as such.
The original Ann was that we "engaged" VVDN, "a premier electronics engineering and manufacturing company, to deliver the industry’s first Edge box based on neuromorphic technology."
Implies to me still that we possibly paid for the service and manufacturing and will go to market.
In the latest Ann, VVDN said it "is excited to offer OEMs its experience and expertise in bringing the advanced, transformative technology integrations that meet market needs and eventually help them with faster time to market."
They are offering the OEM their experience and expertise.
Maybe, if VVDN are selling it through their channel to mkt they may get a %. Will be interesting to see how it comes out in the wash though so to speak.
No doubt, as they state that sort of experience in their offering and make sense to engage them.VVDN already provide an Edge Box with Nvidia so they will have unique knowledge and experience of EBs in use. They will know what input ports are required as well as the types of models to identify different inputs.
The first announcement said both would sell it.No doubt, as they state that sort of experience in their offering and make sense to engage them.
Just not sure how BRN are going to structure up the path to mkt yet.
Themselves, with VVDN as well or other resellers that's all.
Cool thanks.The first announcement said both would sell it.
Commercial-in-ConfidenceCool thanks.
So wonder what model they will work under then as @Xray1 pointed out originally.
Reseller, distributor, margin, split etc.
"Or is it another way of getting Brainchip's brand out there in the marketplace?"Does anybody know of Brainchip's expectations with such a box,
Or is it another way of getting Brainchip's brand out there in the marketplace?
Does anybody know of Brainchip's expectations with such a box,
Or is it another way of getting Brainchip's brand out there in the marketplace?
Cool thanks.
So wonder what model they will work under then as @Xray1 pointed out originally.
Reseller, distributor, margin, split etc.
I laugh at the expectations first I think one needs to know the size of the market for edge ai Boxes.
Edge AI Processor Market Size & Growth Forecast, 2022-2028
The Global Edge AI Processor Market size is expected to reach $5.5 billion by 2028, rising at a market growth of 15.3% CAGR during the forecast period. Edwww.kbvresearch.com
Then take say the old 1 % of the revenue.
It was stated that it will not be huge but quite valuable for branding IMO.
If they made 1 million in one year thats more then they would not making it. If they make 500k well still a move forth.
The key is they have a product its competitive in price and performance.
VVDN will take care of the logistics for the most part I would assume they do sell these thing Nvidia and qualcomm boxes.
Just had a review of my Qualcomm hexagon files, and it seems that Hexgon is a hybrid DSP/NPU which functions in conjunction with GPU/CPU - nasty.Generative AI in 2024: The 6 most important consumer tech trends for next year
Qualcomm executives reveal key trends in AI, consumer technology and more for the future
by Nimish
December 15, 2023
Reading Time: 7 mins read
Generative AI in 2024 - Qualcomm
Not that long ago, the banana-peel-and-beer-fueled DeLorean in “Back to the Future” was presented as comedy. Yet today, 10% of cars are electric-powered.1 Just a year ago, conversing with a computer in true natural language was science fiction, but we know now that the next generation will not know life without a personal AI assistant.
Generative AI was the undisputed game-changer across nearly every industry, and we will undoubtedly continue to feel its impact next year.
One of the reasons I love working at Qualcomm is that I am surrounded by inventors and business leaders who are developing and deploying the leading edge AI, high performance, low-power computing and connectivity technologies poised to deliver intelligent computing everywhere.
Exactly how generative AI and other technology trends will continue to play out next year, of course, no one can completely know. But as we close out 2023, I was interested in understanding what our executives here at Qualcomm thought would be the key trends of 2024. Here is what I heard.
1. AI PCs will drive a laptop replacement “super cycle”
The PC market is set to experience a transformative shift in 2024, fueled by a “super cycle” of laptop replacements with the convergence of AI advancements for PCs.
Morgan Stanley predicts a drastic shift, with 40% of laptops due for replacement in 2024, expected to rise to 65% by 2025.2
“We anticipate a market-defining “super cycle” in the PC starting in 2024, where the need for new laptops and the advancement of AI will drive a new era of PCs,” says Qualcomm Technologies’ Senior Vice President and GM of Compute and Gaming, Kedar Kondap, adding,
“This innovation is not just an evolution in the PC market, but a revolution, driving the demand for AI PCs forward and reshaping the computing experience for businesses and consumers into the new year.”
You only have to look at what Microsoft is doing to know that these Intelligent PC and AI assistants, like Copilot, are coming.
Unapologetic plug/reminder: In October, at Snapdragon Summit the likes of Microsoft, HP, Lenovo and Dell stood with us as we announced how we’re enabling the AI PC with Snapdragon X Elite, built to take on AI tasks.
2. Generative AI will move from the cloud to personal devices
The generative AI conversation in 2023 was predominantly about the cloud, but privacy, latency and cost will increasingly be choke points that on-device AI capabilities can help solve.
“As generative AI becomes more integrated in our lives, our personal devices like our smartphones, PCs, vehicles, and even IoT devices will become the hubs for multi-modal generative AI models,”
noted Qualcomm Technologies’ Senior Vice President & General Manager of Technology Planning & Edge Solutions, Durga Malladi.
Not only does it make sense to do many AI tasks on-device, but it also broadens the access of these awesome capabilities, for both the consumer and enterprises.
“This transition will usher in next-level privacy-focused, personalized AI experiences to consumers and enterprises, and cut down cloud costs for developers,” added Malladi. “With large generative AI multi-modal models running on devices, the shift from cloud-based to hybrid or on-device AI is inevitable.”
3. Your smartphone will become even more indispensable
As generative AI capabilities are brought onto the smartphone, personal AI assistants will evolve into indispensable companions, continuously learning from our daily lives to provide tailored experiences.
“Smartphones, our most personal devices, are poised to leverage multi-modal generative AI models and combine on-device sensor data,” said Qualcomm Technologies’ Senior Vice President & General Manager of Mobile Handset, Chris Patrick. He added,
“Your on-device AI assistant will evolve from generic responses to personalized, informative outcomes.”
Applications leveraging large language models (LLMs) and visual models will use sensor data such as health, location and hyperlocal information to deliver personalized, meaningful content.
Patrick added, “By using different modalities, these AI assistants will enable natural engagement and be able to process and generate text, voice, images and even videos, solely on-device. This will bring next-level user experience to the mainstream while addressing the escalating costs of cloud-based AI.”
Another unapologetic plug/reminder: Also at Snapdragon Summit, we demonstrated on-device personalization on our new Snapdragon 8 Gen 3 to enable this market need.
4. Creatives will get more creative
Deeper integration of AI in the creative and marketing process is inevitable.
“Generative AI is changing how we learn, how we play and how we work,” said Qualcomm Incorporated’s Chief Marketing Officer, Don McGuire, adding, “Not only is Qualcomm one of the largest companies enabling this technology, but as the CMO, I’m deploying the tools throughout the marketing organization.
“As a result, we’re seeing an increase in productivity level, time-to-market and efficiency, so the team can spend more time on strategy and creative collaboration, and less on time-consuming, repetitive tasks.
“It’s not about replacing people; but augmenting and enhancing their capabilities.”
With access to vast amounts of data, generative AI can make suggestions and provide valuable insights. It enables marketers to target specific audiences more effectively and gives us the ability to produce highly personalized content across various mediums.
5. Consumers will push for open multi-device ecosystems
The adoption of open ecosystems will empower consumers with the freedom to select the best devices from a variety of brands that fit their specific needs.
This increased interoperability will drive innovation and enhance consumer experiences as brands compete on a level playing field, striving to outperform one another and deliver superior products.
“Consumers will be the driving force behind device makers opening their ecosystems, demanding enhanced communication and functionality across devices,”
says Qualcomm Technologies’ Senior Vice President & General Manager, Mobile, Compute & XR, Alex Katouzian.
“With the recent announcement of Apple’s rich communication services messaging integration, and technologies like Link to Windows and Snapdragon Seamless experience becoming more widespread, there’s a growing push for interoperability across brands and platforms,” he adds. “This shift towards open ecosystems will empower consumers with greater choice, enabling them to select the best device for their specific needs.”
6. Mixed Reality will redefine your world
In 2024, mixed reality, virtual reality and extended reality (XR) will make their way into the mainstream as technologies once reserved for enthusiasts become integrated into consumer products.
Qualcomm Technologies’ Vice President and GM of XR Hugo Swart says,
“XR is entering a stage of rapid progress, thanks to the widespread adoption of mixed reality capabilities, smaller devices and the advancement of spatial computing.”
Affordable hardware options, such as Meta’s Quest 3 and Ray Ban Meta, are just the beginning of what’s to come.
Generative AI will play a crucial role in improving and scaling XR experiences, democratizing three-dimensional (3D) content generation through new tools and creating more realistic and engaging virtual environments.
Voice interfaces powered by generative AI will provide a natural and intuitive way to interact with XR devices, while personal assistants and lifelike 3D avatars, also powered by generative AI, will become increasingly prevalent in the XR space.
Hi SG,Edge AI Box
Our Edge AI computing solutions help accelerate the deployment of new applications across IoT use cases: security and surveillance, retail, smart factories, smart cities and more.www.qualcomm.com
I was just looking at Qualcomm‘s Edge Box and they have a range of five which makes it interesting from a competitive point of view for Brainchip. Obviously we are targeting the ”Edge” edge but I am guessing we will still be connected to the internet to be able to communicate to the outside world. Eg an alarm is activated and a message goes to dedicated response line/person? So I also believe we will be connected to power to the low power advantage Akida has will be neutralised. I could be wrong of course as I have no technical knowledge on these products.
On the same Qualcomm page I saw GMAC and CVEDIA as partners who we are with also.
Will CVEDIA’s be partnered in this regarding CCTV footage?
It’ll be interesting to see the competitive specs to show the market what Akida is capable of.
I know from a personal perspective I often buy the known larger brand product (e.g. Samsung vs Hisense) as I’m also buying; reputation, confidence in the known brand and after sales assistance; so it will be interesting to see how Brainchip can get a toe in the market against QUALCOMM and NVIDIA etc.
I think price will play a big part in getting the sales but I think we will have to sell for less profit to become known and trusted and build a reputation and brand. That might not be a big issue as we know AKIDA is a lot cheaper than NVIDIA so even at a cheaper sales price the profit margins might not be too bad.
Looking forward to seeing what CES2024 brings.