BRN Discussion Ongoing
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rgupta
Regular
I assume the company strategy changed now. They are no more signing IPs but rather developing partnerships. That way they are developing a big ecosystem and the impact will be felt when all partners started coming out with products.
Dyor
Tothemoon24
Top 20
SiFive Are building an impressive Eco system ;
Build it & they shall come $
Build it & they shall come $
Ecosystem Partners - SiFive
View SiFive ecosystem partners that support the RISC-V revolution.
www.sifive.com
Fact Finder
Top 20
Hi DAD
Can you provide the reference or references to who from the Brainchip announced a relationship with Samsung and when they announced it please?
I would like to include it on my list of confirmed company relationships.
My opinion only DYOR
Fact Finder
Bravo
If ARM was an arm, BRN would be its biceps💪!
Hi DerActienDude, how do you know we’re not in Scala 3? Has this been confirmed or is it just your suspicion?
Regarding NASA, I’m confident of our involvement in their HPSC chip and am expecting an announcement sooner or later with Si-Five and Microchip in this endeavour.
Then you have Blind Freddie’s list of commercial products (VVDN edgebox, Unigen cupcake and Microchip MCU). Not to mention the soon to be released 22nm MCU from Renesas with Akida inside.
Then you have our involvement with Mercedes on the CLA Class and future models, which in spite of this not having been publicly acknowledged as yet, I am 100% convinced we are from the research undertaken.
Then you have Spencer Huang from Edge Impulse predicting we‘ll be in almost every device.
I just don’t see how you could call this piss poor performance when you look at the bigger picture. It may have taken us longer to get to this point than some expected but being effectively the first mover with such a new and disruptive technology was always going to be a huge challenge and on this basis alone I believe it’s only fair to recognise the achievements that have been made thus far,
Why anyone would want to cut their losses right now is beyond me when are literally standing on the edge of success.
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Kachoo
Regular
Appreciate your view and I agree rewards before performance did not seam like a great result maybe this is what the prices of these individuals are in the USA for the tech industry.
Question
I have never seen Samsung linked as a partner do you have info on this that can be shared?
Valeo is a interesting one the probability of us in that system is actually pretty high but yes there has been no other comments beyond this then that announce other then the original press release that we are in a joint development partnership. We still advise that we are partners and the ASX announcement would need to be put out if we are not working with them.
M_C
Founding Member
Valeo on LinkedIn: Some of these images may or may not have made it to our desktops as…
Some of these images may or may not have made it to our desktops as screensavers 🤭. Can you blame us? We haven't seen anything as pretty in a long time!…
Morning Chippers ,
Satellites, there's shiploads of them with funding readily flowing.
Waiting , waiting .....waiting.
www.cnbc.com
Regards,
Esq.
Satellites, there's shiploads of them with funding readily flowing.
Waiting , waiting .....waiting.
Investing in Space: Pentagon's satellite constellation awards near $10 billion
The Space Development Agency ordered nearly $10 billion in satellites for a new network known as the "Proliferated Warfighter Space Architecture," or PWSA.
Regards,
Esq.
M_C
Founding Member
National Center for the Advancement of Semiconductor Technology - Natcast
Natcast is a new, purpose-built, non-profit entity created to operate the National Semiconductor Technology Center (NSTC) consortium, established by the CHIPS
natcast.org
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Good Morning,
I have to say that I agree with the posts some have made in regards to Nandan's podcast series.
He has briefly interviewed a number of market players whom all send the same type of message, that is, AI is everywhere, education
has been taking a positive form, the net has been cast wide and far to the point that the questions being put forward by inquiring parties
is endless, the scope of which is being driven by the human imagination, AI has possibly changed the human prospective to the point
where nothing is impossible anymore.
It's clear to me at least that the journey we have all been on has turned a major corner, we have all become more educated to the point
where companies are now being approached to actually design and produce a product/s, meaning things have definitely moved onto the
next phase in the business cycle, not just for us, but for all companies in this space, that has to be seen as a huge positive.
"We don't make the sensors, we make them smart"
How many years ago did Brainchip achieve all 5 modalities in silicon...oh yes, AKD 1000.
Sensors were a huge part of CES this year, we are and have always been positioned at the right place in time to succeed.
And finally, for the ones who like to moan and keep focusing on how much money they have lost on paper (but strangely enough still
hold our stock) there has been no one more patient up to this point than Peter, who has been waiting a lifetime to see his dream become
reality, but money isn't his driving passion now is it, and there within lies the problem for many.
Have a positive day ahead, be assured that we are on the right track to succeed.......just my views....Tech
I have to say that I agree with the posts some have made in regards to Nandan's podcast series.
He has briefly interviewed a number of market players whom all send the same type of message, that is, AI is everywhere, education
has been taking a positive form, the net has been cast wide and far to the point that the questions being put forward by inquiring parties
is endless, the scope of which is being driven by the human imagination, AI has possibly changed the human prospective to the point
where nothing is impossible anymore.
It's clear to me at least that the journey we have all been on has turned a major corner, we have all become more educated to the point
where companies are now being approached to actually design and produce a product/s, meaning things have definitely moved onto the
next phase in the business cycle, not just for us, but for all companies in this space, that has to be seen as a huge positive.
"We don't make the sensors, we make them smart"
How many years ago did Brainchip achieve all 5 modalities in silicon...oh yes, AKD 1000.
Sensors were a huge part of CES this year, we are and have always been positioned at the right place in time to succeed.
And finally, for the ones who like to moan and keep focusing on how much money they have lost on paper (but strangely enough still
hold our stock) there has been no one more patient up to this point than Peter, who has been waiting a lifetime to see his dream become
reality, but money isn't his driving passion now is it, and there within lies the problem for many.
Have a positive day ahead, be assured that we are on the right track to succeed.......just my views....Tech
Fact Finder
Top 20
Hi All
Many are annoyed with dot joining.
Many are completely ambivalent to dot joining.
The whole basis of the 1,000 Eyes was a mutual love of dot joining or as I prefer to call it research.
This place was a sanctuary for those who liked to research Brainchip free from everything that is HC.
When the partnership with SiFive was announced it was made clear that Brainchip fitted into SiFive’s plans for what it calls its Intelligence Series.
Later in what to HC seemed a completely unrelated irrelevant event Microchip won a major contract with NASA.
It was then announced that Microchip had engaged with SiFive and that it would be using SiFive’s Intelligence series processors as part of the NASA contract.
Again those at HC saw no relevance in this partnering to Brainchip.
Here on TSEx however the 1,000 Eyes kept researching and in the end the research convinced me that Brainchip was most likely involved with Microchip. As HC was unable to plunge their fingers through the open wounds they derided this idea.
Then at CES 2024 it is publicly disclosed that Brainchip has had a close partnership of some long standing with Microchip and are demonstrating a combination technology which will be taken to Microchip’s customers.
Those who want to be critical of those who maintain a positive thoughtful approach to investing can do so however they must expect that when they launch into their attacks here on TSEx if they make up arguments unsupported by evidence it will be pointed out by those who love to research and rely upon fact not emotion to invest.
My opinion only DYOR
Fact Finder
Many are annoyed with dot joining.
Many are completely ambivalent to dot joining.
The whole basis of the 1,000 Eyes was a mutual love of dot joining or as I prefer to call it research.
This place was a sanctuary for those who liked to research Brainchip free from everything that is HC.
When the partnership with SiFive was announced it was made clear that Brainchip fitted into SiFive’s plans for what it calls its Intelligence Series.
Later in what to HC seemed a completely unrelated irrelevant event Microchip won a major contract with NASA.
It was then announced that Microchip had engaged with SiFive and that it would be using SiFive’s Intelligence series processors as part of the NASA contract.
Again those at HC saw no relevance in this partnering to Brainchip.
Here on TSEx however the 1,000 Eyes kept researching and in the end the research convinced me that Brainchip was most likely involved with Microchip. As HC was unable to plunge their fingers through the open wounds they derided this idea.
Then at CES 2024 it is publicly disclosed that Brainchip has had a close partnership of some long standing with Microchip and are demonstrating a combination technology which will be taken to Microchip’s customers.
Those who want to be critical of those who maintain a positive thoughtful approach to investing can do so however they must expect that when they launch into their attacks here on TSEx if they make up arguments unsupported by evidence it will be pointed out by those who love to research and rely upon fact not emotion to invest.
My opinion only DYOR
Fact Finder
M_C
Founding Member
Ecosystem Partners - SiFive
View SiFive ecosystem partners that support the RISC-V revolution.
www.sifive.com
Damo4
Regular
Can't forget the big catalyst too.
Funny how this gets forgotten and the assumption is this place should be the same as HC.
It's supposed to be a group to safely research, not bitch and moan about a company not meeting your own personal expectations.
View attachment 54618
View attachment 54616
National Center for the Advancement of Semiconductor Technology - Natcast
Natcast is a new, purpose-built, non-profit entity created to operate the National Semiconductor Technology Center (NSTC) consortium, established by the CHIPS
Congratulations M_C!
AI_Inquirer
Regular
My thoughts,
The upcoming release of the 4C report has prompted investors to delay decisions, anticipating it will mirror recent reports. While I believe the market has factored this in, concerns linger about a potential negative market reaction and nullified the CES news stories.
In reference to the podcast's series, the Onsemi podcast was noteworthy for the new relationship and demo project information. The Teksun podcast also stood out for its speaker's frank discussion of challenges, providing valuable insights for those wondering about the delay in getting to market.
On the flip side, the remaining podcasts appeared to be primarily focused on generic marketing content, filled with buzzwords and self-congratulation (keeping in mind that they are marketing materials rather than direct communication with shareholders, so I don't mean that analysis too harshly). Their primary aim appeared to remind the industry of our ongoing engagement in some form with notable names.
My broader takeaway is that edge AI is becoming more application-oriented, necessitating marketing and sales efforts after partnering to build specific products. This poses questions about our plans for broadscale IP license sales in the short term, and while CES instilled confidence in progress, there's no immediate sense of urgency for investors. I suspect there's a prevailing sentiment among new investors of adopting a wait-and-see approach to observe how things unfold.
When it comes to management, I'm unsure about what happens behind closed doors. There is the positives of bringing in big talent and letting go of less productive parts of the sales team, I believe if they conducted a survey asking all shareholders about their level of trust, the results would likely be extremely low. I have no doubt some of the past public rhetoric and behaviour have been detrimental.
In general, I am of the belief that we are nearing the point of being in the right place at the right time with the right product and have a team that has gained more experience.
Well stated ... a great post
I believe you are 100% correct. People as a whole go by the rule, "don't catch a falling knife". What a fall it has been. Anyone trying to, has cut their hands doing so. Smarter investors are sticking to their rules.
(-) It seems we are getting noticed by the Edge Market, but not the ASX market. If our revenue is under $100k again then this will not go well for us. Whether we like it or not, the calls of "a fish and chip shop doing better revenue than us" is 100% correct. the difference is the fish and chip shop will only ever do those numbers. Unless they decide to pack other products in the wrapped butchers paper.
(Sorry been watching "boy swallows universe, I highly recommend it).Edit; (+) However, if we see a decent rise in our revenue, i think the market will grab this by the Kahunas and we'll shoot out back past 50c in no time. Many are well versed in the possibilities of BRN and lumpy or steady stream of revenue will be the last block needed to show the Market the BRN are ready to rock and roll. $$$ is the key, it doesn't even need to be huge, just enough to get the market to rethink that BRN can be the real deal. There has been enough chatter in the industry to show we are, the market is waiting for $$$$ evidence. IMO
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David holland
Regular
Sean's team has done a magnificent job but at this stage of the game the 1 thing he lacks is a IP Licence under his watch,I believe you are 100% correct. People as a whole go by the rule, "don't catch a falling knife". What a fall it has been. Anyone trying to has cut their hands in doing so. Smarter investors are sticking to their rules.
(-) It seems we are getting noticed by the Edge Market, but not the ASX market. If our revenue is under $100k again then this will not go well for us. Whether we like it or not, the calls of "a fish and chip shop doing better revenue than us" is 100% correct. the difference is the fish and chip shop will only ever do those numbers. Unless they decide to pack other products in the wrapped butchers paper.
Edit; (+) However, if we see a decent rise in our revenue, i think the market will grab this by the Kahunas and we'll shoot out back past 50c in no time. Many are well versed in the possibilities of BRN and lumpy or steady stream of revenue will be the last block needed to show the Market the BRN are ready to rock and roll. $$$ is the key, it doesn't even need to be huge, just enough to get the market to rethink that BRN can be the real deal. There has been enough chatter in the industry to show we are, the market is waiting for $$$$ evidence. IMO
I have no doubt this is coming,probably 1 after another, pls be patient
Another great post for today .... I hope the Co does read these two posts from both you and AI Inquirer, which touches on the general situation and insights of the Co's overall position from a s/holders perspective.I believe you are 100% correct. People as a whole go by the rule, "don't catch a falling knife". What a fall it has been. Anyone trying to has cut their hands in doing so. Smarter investors are sticking to their rules.
(-) It seems we are getting noticed by the Edge Market, but not the ASX market. If our revenue is under $100k again then this will not go well for us. Whether we like it or not, the calls of "a fish and chip shop doing better revenue than us" is 100% correct. the difference is the fish and chip shop will only ever do those numbers. Unless they decide to pack other products in the wrapped butchers paper.
Edit; (+) However, if we see a decent rise in our revenue, i think the market will grab this by the Kahunas and we'll shoot out back past 50c in no time. Many are well versed in the possibilities of BRN and lumpy or steady stream of revenue will be the last block needed to show the Market the BRN are ready to rock and roll. $$$ is the key, it doesn't even need to be huge, just enough to get the market to rethink that BRN can be the real deal. There has been enough chatter in the industry to show we are, the market is waiting for $$$$ evidence. IMO
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As Sean H has previously said : not to judge him on effort but on results ........... and his other statement : watch the financials....... IMO, it will be interesting to see what evenuates in this and the next 4C before the AGM
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