BRN Discussion Ongoing

[Pom down under]

Hi Fact Finder,

From Embedded World 2023!
View attachment 53097



View attachment 53096

Too long for me to stay interested so I thought you might want to watch it



And a few more here

https://m.youtube.com/channel/UC4TqK8sLHOe2IPJWvSdCo9g/videos

 

[Pom down under]

Zalmotek

zalmotek.com

Zalmotek

zalmotek.com

 

[Deadpool]

Hi, was just looking at BRN website and noticed this image of a Lidar auto vacuum cleaner.

so did a search and found this very similar product from Dreame which certainly fits our MO

and in the company spiel they are connected with this little company called Xiaomi. who does have a previous connection to Renesas.

It could be just a stock photo, could be nothing could be something, time will tell I suppose.

 

[Fact Finder]

Hi, was just looking at BRN website and noticed this image of a Lidar auto vacuum cleaner.

View attachment 53100
so did a search and found this very similar product from Dreame which certainly fits our MO
View attachment 53101

and in the company spiel they are connected with this little company called Xiaomi. who does have a previous connection to Renesas.

View attachment 53103
It could be just a stock photo, could be nothing could be something, time will tell I suppose.

Hi DP
I went to Dream’s website and if you go to the frequently asked questions there are a number of questions about connectivity failure and answers about resetting modems to ensure proper cloud connectivity and making sure to download updates frequently.

Not to say this definitely rules out AKIDA because Dream uses LiDar to map and avoid objects but it could be that as connectivity is a customer complaint they are looking at a way to run unconnected.

Some complaints/questions are about why the battery life when cleaning is so short.

My opinion only DYOR
Fact Finder

 

[Bravo]

Hi All
I had trouble finding them but they are partnered with Edge Impulse, Renesas and Arduino so very, very real as is the author of the post/CV found by Pom:

https://www.public.asu.edu/~vkakarap/

My opinion only DYOR
Fact Finder

PS: Great sleuthing Pom

Hi again Fact Finder,

I just noticed that Arduino collaborated with us (as well as Wewolver, Renesas Arm, and Sparkfun) on our 2023 Edge AI Technology Report.

The other thing that I think is interesting is that this article dated 27 May 2022, is when Sailesh Chickpea first mentioned Renesas licensing what they need from us to get the ball rolling, and later in the article he mentions a strategic partnership for sensors, power and connectivity with Arduino (who have a base of 30 million active users) . Is that all? He-he-he!

Extract 1

Extract 2

ARM battles RISC-V at Renesas

Dr. Sailesh Chittipeddi, Executive Vice President and General Manager of IoT and Infrastructure Business Unit of Renesas Electronics talks to eeNews Europe

www.eenewseurope.com

I also did a little search on "Arduino" + "neuromorphic" and found this abstract in which they used Spinnaker to run SNN for a real-time, low-power solution for intercepting incoming objects for autonomous systems. So it would appear that do have an interest in neuromorphic technology IMO.

Live Demonstration: Neuromorphic Robot Goalie Controlled by Spiking Neural Network

This demonstration shows an implementation of the Robot Goalie using neuromorphic hardware and a Spiking Neural Network (SNN) to control the goalkeeper position. The system consists of four main components: a Dynamic Vision Sensor (DVS128) used as an "eye", a SpiNNaker SpiNN-3 board to run a SNN...

ieeexplore.ieee.org

 

[Fact Finder]

Hi again Fact Finder,

I just noticed that Arduino collaborated with us (as well as Wewolver, Renesas Arm, and Sparkfun) on our 2023 Edge AI Technology Report.

View attachment 53105
The other thing that I think is interesting is that this article dated 27 May 2022, is when Sailesh Chickpea first mentioned Renesas licensing what they need from us to get the ball rolling, and later in the article he mentions a strategic partnership for sensors, power and connectivity with Arduino (who have a base of 30 million active users) . Is that all? He-he-he!

Extract 1
View attachment 53106

Extract 2
View attachment 53107

ARM battles RISC-V at Renesas

Dr. Sailesh Chittipeddi, Executive Vice President and General Manager of IoT and Infrastructure Business Unit of Renesas Electronics talks to eeNews Europe

www.eenewseurope.com

I also did a little search on "Arduino" + "neuromorphic" and found this abstract in which they used Spinnaker to run SNN for a real-time, low-power solution for intercepting incoming objects for autonomous systems. So it would appear that do have an interest in neuromorphic technology IMO.




View attachment 53109

Live Demonstration: Neuromorphic Robot Goalie Controlled by Spiking Neural Network

This demonstration shows an implementation of the Robot Goalie using neuromorphic hardware and a Spiking Neural Network (SNN) to control the goalkeeper position. The system consists of four main components: a Dynamic Vision Sensor (DVS128) used as an "eye", a SpiNNaker SpiNN-3 board to run a SNN...

ieeexplore.ieee.org

Hi Bravo
Now the question is did I know this already when I posted that Edge Impulse, Renesas and Arduino were partners with Zalmotek or was it just a random observation???
FF.

 

[Home101]

Hi, was just looking at BRN website and noticed this image of a Lidar auto vacuum cleaner.

View attachment 53100
so did a search and found this very similar product from Dreame which certainly fits our MO
View attachment 53101

and in the company spiel they are connected with this little company called Xiaomi. who does have a previous connection to Renesas.

View attachment 53103
It could be just a stock photo, could be nothing could be something, time will tell I suppose.

The image used is a stock image.

Robot vacuum cleaners could be hacked to record sound, study shows

Robot vacuum cleaners can actually be remotely reprogrammed to record sound waves, even though they don't have a microphone inside them.

studyfinds.org

 

[Tothemoon24]

Bring on 2024 , the year of the mighty Brainchip !!

Happy New year Chippers

 

[Bravo]

Hi Bravo
Now the question is did I know this already when I posted that Edge Impulse, Renesas and Arduino were partners with Zalmotek or was it just a random observation???
FF.

I'm going with option A.

 

[Deadpool]

Hi DP
I went to Dream’s website and if you go to the frequently asked questions there are a number of questions about connectivity failure and answers about resetting modems to ensure proper cloud connectivity and making sure to downloads updates frequently.

Not to say this definitely rules out AKIDA because Dream uses LiDar to map and avoid objects but it could be that as connectivity is a customer complaint they are looking at a way to run unconnected.

Some complaints/questions are about why the battery life when cleaning is so short.

My opinion only DYOR
Fact Finder

Hi mate, yes I see your point, hopefully they have now stepped into the light and may be looking to a technology that is actually fit for purpose.
It has now been confirmed it is a stock image.

 

[TECH]

Good morning,

As we stand currently, you cannot expect the Board or Executive Management Team to start issuing forward revenue predications or
assumptions, I'm sorry but that's just the reality of the situation.

When or if an IP License agreement is signed, Sean has already publicly stated that a 7 digit figure is involved, he has also stated a number
of times that the signing of an IP License is very early on in the process, so how can they forward "guess" how many IP Licenses will be
secured over the next 3-5 year period ?...they can't !

Then comes the Royalty Revenue, once again, Antonio has already publicly stated that a company that we have no control over can
design, tape-out, test and retest then decide after 2/3 years to not even go ahead and produce a product for mass production, meaning
no revenue for us.

Then, depending on the small print, if they don't sell a certain amount of units, well we don't get paid any Royalties.

Small revenue is expected from on-going Engineering Services, Evaluation Boards and E-Boxes.

That's the reality of the current state of play, from my understanding, if Tony or someone else within the company wishes to correct me, well
it's all cool.


Regards...Tech

Thanks to the posters who agreed with what I posted yesterday...even my old mate FF was on board ! and yes FF you are correct, an IP
License "could land" at any given time, BUT having re-read the ASX rules with regards making forward earnings assumptions it's extremely
clear, as management have stated numerous times, they can't just "guess" or "pump out" possibilities, many shareholders seem to forget that a new (start-up) company really has no history to refer back to, this is new technology, disruptive technology, with no track record, we, as the
first company to actually produce a commercial N Sock are spearheading a totally "new market".

Why would the company wish to breach all the trust and integrity that they have been building (fact) over the last number of years to start
assuming, almost arrogantly suggesting this is what we expect, so EAP's take note, deliver or else.

We have absolutely no control over what they do or what direction they take or who they snuggle up to, we trust and believe we have the
most flexible, groundbreaking technology and based on that the Board clearly believe that we are on the right path, currently.

Here's a conspiracy theory to finish the year off...we all know of NASA, US Military, US Navy, US Airforce, DOD, US Government, The Pentagon,
Private Contractors in the Aerospace Industry, Lockheed Martin, Raytheon, Collins Aerospace and Northrop Grumman etc....UFO'S or now
the new description UAP'S....is our (Brainchip) technology currently so advanced that the handbrake has been put on....

See you all on the other side.....Tech

 

[David holland]

Thanks to the posters who agreed with what I posted yesterday...even my old mate FF was on board ! and yes FF you are correct, an IP
License "could land" at any given time, BUT having re-read the ASX rules with regards making forward earnings assumptions it's extremely
clear, as management have stated numerous times, they can't just "guess" or "pump out" possibilities, many shareholders seem to forget that a new (start-up) company really has no history to refer back to, this is new technology, disruptive technology, with no track record, we, as the
first company to actually produce a commercial N Sock are spearheading a totally "new market".

Why would the company wish to breach all the trust and integrity that they have been building (fact) over the last number of years to start
assuming, almost arrogantly suggesting this is what we expect, so EAP's take note, deliver or else.

We have absolutely no control over what they do or what direction they take or who they snuggle up to, we trust and believe we have the
most flexible, groundbreaking technology and based on that the Board clearly believe that we are on the right path, currently.

Here's a conspiracy theory to finish the year off...we all know of NASA, US Military, US Navy, US Airforce, DOD, US Government, The Pentagon,
Private Contractors in the Aerospace Industry, Lockheed Martin, Raytheon, Collins Aerospace and Northrop Grumman etc....UFO'S or now
the new description UAP'S....is our (Brainchip) technology currently so advanced that the handbrake has been put on....

See you all on the other side.....Tech

A IP License can land at any time,, I'd like to think so Hello,
Personally I feel the company is linked with alot of companies, We'll be a piece in the puzzle which is fine as this is still successful in its own right

 

[wilzy123]

A IP License can land at any time,, I'd like to think so Hello

 

[David holland]

View attachment 53118

Hey numb nuts I'm done on this page, good luck with your investment folks

 

[Pom down under]

Hey numb nuts I'm done on this page, good luck with your investment folks

 

[Drewski]

Hey numb nuts I'm done on this page, good luck with your investment folks

* this forum

 

[Schnitzel lover]

Good morning,

As we stand currently, you cannot expect the Board or Executive Management Team to start issuing forward revenue predications or
assumptions, I'm sorry but that's just the reality of the situation.

When or if an IP License agreement is signed, Sean has already publicly stated that a 7 digit figure is involved, he has also stated a number
of times that the signing of an IP License is very early on in the process, so how can they forward "guess" how many IP Licenses will be
secured over the next 3-5 year period ?...they can't !

Then comes the Royalty Revenue, once again, Antonio has already publicly stated that a company that we have no control over can
design, tape-out, test and retest then decide after 2/3 years to not even go ahead and produce a product for mass production, meaning
no revenue for us.

Then, depending on the small print, if they don't sell a certain amount of units, well we don't get paid any Royalties.

Small revenue is expected from on-going Engineering Services, Evaluation Boards and E-Boxes.

That's the reality of the current state of play, from my understanding, if Tony or someone else within the company wishes to correct me, well
it's all cool.


Regards...Tech

Hi Chris,

So we get Gen 2 evaluation, a string of new IP deals over the coming 6-12 months, in 3-4 years a few designs and products stick, in turn producing royalties in 4-5 years.

Are you satisfied as an investor with that as the current state of play? That BRN may need to navigate a global depression before its technology gets any meaningful market share?

If as an investor you work from worse case scenario backwards, it’s not ridiculous to assume that Akida 1000 will not directly produce any meaning commercially significant revenue. After all, no company has seen it worthy of signing an IP deal on it for over 2 years now..

 

[DingoBorat]

The image used is a stock image.

Robot vacuum cleaners could be hacked to record sound, study shows

Robot vacuum cleaners can actually be remotely reprogrammed to record sound waves, even though they don't have a microphone inside them.

studyfinds.org

Did you read the article perchance?

The whole thing, is about the problem of such devices, being used to spy on their owners (even using algorithms to convert onboard equipment, to microphones).

All thanks to "Cloud connectivity".

The whole article, basically screams, "we need something like AKIDA in these things!"

 

[Schnitzel lover]

Hi The Pope
Not sure if you have taken negative pills or sadly need to see my optometrist or eye surgeon but read this paragraph again as I do not read it as meaning what you have determined:

"When or if an IP License agreement is signed, Sean has already publicly stated that a 7 digit figure is involved, he has also stated a number
of times that the signing of an IP License is very early on in the process, so how can they forward "guess" how many IP Licenses will be
secured over the next 3-5 year period ?...they can't !"

All I understood from this paragraph was that Brainchip cannot issue guidance about how many IP licences will be signed with customers as they cannot predict what a potential target customer may or may not decide to do next week let alone 3 to 5 years ahead.

I believe that Tech would agree with you that a target customer could jump and sign on Tuesday or Wednesday next week or not or at any time over the next 12 months.

Indeed if you go back to 2020 and the interview with Mr. Dinardo after the trading halt to announce Renesas taking the IP licence for two nodes he actually stated it came out of the blue as Renesas decided to move much more quickly than Brainchip ever imagined.

We have also heard the opposite side of this coin that target customers are taking longer than they have ever imagined in part due to chip shortages and economic uncertainties.

We have also heard that target customers have gone through the whole process of testing and confirmed that Brainchip have won the design process only to have companies close down the division that Brainchip was dealing with before the IP licence could be signed.

We even have the known fact that Megachips can be selling IP licences to target customers and the only evidence that we might have of it occurring is when money turns up in a 4C report to shareholders.

All this before we consider the stated fact by the Chair at the AGM that they are very flexible with their sales model and so as Diogenese has stated on many occasions they may proceed as partners with a target customer first off and the IP licence may be dealt with in such a manner as to not involve a reportable upfront financial payment but be amortized over the product life as Brainchip shares in the sales proceeds if the product is successful. I personally suspect that this is the arrangement they have with Tata Elxsi and Socionext.

My opinion only DYOR including confirming that my view of what Tech is saying is correct.
Fact Finder

Even so, they’ve emphasises that Akida 1000 as a concept chip.. And edge box as a rasberry pi Mach 2.

So where is the revenue going to appear from if Gen 1 is concept, Gen 2 is in R&D with IP potentially amortised?

I think I’ll stick with the chart first which currently suggests more patience is required for any shareholder positive confirmation in the absence of any concrete fundamental Revenue or New paying customer changes.

 

[David holland]

Hi Chris,

So we get Gen 2 evaluation, a string of new IP deals over the coming 6-12 months, in 3-4 years a few designs and products stick, in turn producing royalties in 4-5 years.

Are you satisfied as an investor with that as the current state of play? That BRN may need to navigate a global depression before its technology gets any meaningful market share?

If as an investor you work from worse case scenario backwards, it’s not ridiculous to assume that Akida 1000 will not directly produce any meaning commercially significant revenue. After all, no company has seen it worthy of signing an IP deal on it for over 2 years now..

I'm back
Akida 2000 was designed by demand of its customers,
I'm predicting they asked for it, it's now time to sign on the dotted line but im not holding my breath,