BRN Discussion Ongoing

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Getupthere

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I don’t understand why the second strike continues to get mentioned every quarterly podcast.

You don’t need to continually tell us what would happen if we vote yes or no.

The vote against was because lack of communication to shareholders and lack of IP signing.

communication has improved.

As I wrote late last year that the honeymoon period finished with the Dec quarter and we are currently half way through the March quarter.

Time to put runs on the board.

there’s no need to continue mentioning the second strike till MAY when we next vote.

Runs on the board and the Vote will sort its self out.
 
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I am still trying to get my head around the last few weeks.
As strange and weird as this may sound I get more nervous when the sp goes up lol.
But I must admit yesterday was a warm up for future days ahead.
I have always felt a very strong feeling towards Brainchip and I can’t imagine how the world will be in a few years time thanks to this amazing team of people.
I can't wait to buy Time Magazine issue Person of the Year 2025, Peter van der Made. 😍

SC
 
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Some nice alignment here …… 👊

IMG_1144.jpeg
 
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TopCat

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This is from the latest podcast of Brains and Machines hosted by Sunny Baines. Always frustrating to listen to and I usually end up thinking “have you guys even heard of the world’s leading neuromorphic tech”. However, in this episode about “spiking neural networks learning to learn” ,this came up. All I can think of is , would there be an NDA in place with a research or non-commercial chip which leads me to think they could be using Akida to train prosthesis.


GDA: Yes. And the second point is the project on the prosthetic arm, which I think is the end goal of what we guys do. But this is my opinion. And I love it. So, I know that he’s ( They are talking about Scaramuzza here)working with Kenneth Stewart, and Massimiliano Giacomo with Chiara Bartolozzi—they’re working together. I can’t go too much into the details because there is an NDA, so I hope I don’t spoiler things that I shouldn’t do. But what they’re trying to do is, of course, use a spiking neural network to train prosthesis. And it’s beautiful! And I can’t wait.
 
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Hi All

I have been giving some thought to what could be driving interest in Brainchip other than all the information that is known and shared here on TSEx. One thing which I don’t think has raised much attention even here on TSEx is the stature of the new Chief Technology Officer Dr. M. Anthony Lewis (Tony). I have no doubt that TSEx regulars know all about him but for those who don’t or need a refresh the following is a snapshot of his CV from Wikipedia:

“M. Anthony Lewis is an American robotics researcher and currently serves as the Vice President of Hewlett-Packard and the head of Hewlett-Packard's Compute Lab for disruptive edge technologies. Formerly, he served as the Head of was the former Senior Director of Technology at Qualcomm Technologies and was the creator of Zeroth neural processing unit and its software API. He is past CEO of Iguana Robotics, a company specializing in the development of biomorphic robotics technologies.[1]Lewis received his Ph.D. at the University of Southern California under the guidance of Michael Arbib and George Bekey.

He has served on the faculty of the University of California, Los Angeles and the University of Illinois and is currently on the faculty of the University of Arizona.

He is known for his work in evolutionary and biomorphic robotics, formation control of robotic systems, and investigations into the basis of movement control in humans and robots. He collaborated on a project to help paralyzed people, using studies of an eel's nerve circuitry.[2]In recent work, Lewis and colleagues have demonstrated a robot that claimed to be the most biologically accurate model of human locomotion to date.[3] This robotic uses a muscle architecture much like a human being, a simplified neural circuit meant to mimic neurons in the spinal cord, and sensory feedback mimicking the primary sensory pathways
found in human.”

Now keeping this in mind anyone even the man in the street knows that the big story in 2023 and again in 2024 is Sam Altman and CHATGpt. The Sam Altman story of course includes his quest to make CHATGpt more user friendly from a power consumption perspective and the general media as well as financial media are awash with stories about his trillion dollar deals. CHATGpt, Large Language Models and GenAi are building to be the technology story of this decade perhaps century. If you search for the market size for LLMs there are numerous reports all largely in line and pushing the common theme of sensation growth through to 2030. Statista has this to say:
  • The market size in the Natural Language Processing market is projected to reach US$29.19bn in 2024.
  • The market size is expected to show an annual growth rate (CAGR 2024-2030) of 13.79%, resulting in a market volume of US$63.37bn by 2030.
  • In global comparison, the largest market size will be in the United States (US$10,430.00m in 2024).
https://www.statista.com/outlook/tmo/artificial-intelligence/natural-language-processing/worldwide

Coming back to Dr. Lewis it is clear that he is extremely well known in the semiconductor industry and academic world and if you take the time to look on Google Scholar you will discover his academic contacts span the Globe including China.

So it is trite to say that when he posts on his LinkedIn account a lot of very intelligent well connected eyes are watching.

Putting the importance of Large Language Models together with Dr. Lewis’s reputation I do not feel I am going out on a limb to suggest that the following is potentially something of great significance and likely to have caused a number of very important players in academia and industry to sit up and take notice:

View attachment 57068



I would also suggest that you do not need to be a rocket scientist to understand the significance of Dr. Lewis telling the world
that Brainchip’s technology is to his knowledge the FIRST in the world to run tiny LLMs at the EDGE with very low power with
STATE OF THE ART (SOTA) performance.

The other significant feature of his post is that he is putting the world on notice that Brainchip is not satisfied with just the
Edge but is also looking to scale up AKIDA technology into the data centre/Cloud for the same purpose.

I do not need to tell long term followers of AKIDA technology that it has been the case since day one that Peter van der Made and Anil Mankar have continuously stated that they chose to design in digital because it allowed AKIDA to be scaled for eventual data centre applications.

Of course, I may well be wrong, and this is just my anonymous opinion but the more I think about it the less I doubt my conclusion
that this is a significant driver of the current resurgence by Brainchip on the Australian, German and US markets.

My opinion only DYOR

Fact Finder
Hi FactFinder, while our new CTO Dr Tony Lewis would be one of the many factors, in the growing Global awareness of our Company, I don't think his comments, have been the catalyst here..

To be fair, he said to his knowledge, BrainChip "will" be the first, so it's something that hasn't been accomplished yet, going by his words and somewhere along the line, I gained the understanding that this was an intended capability, of the AKIDA 3.0 technology?

I understand @Food4 thought's "nervous" feelings when the share price goes up (but of course "I" never feel nervous 😛..).
Because many are wondering, is this a "genuine" move, in the share price.

I think, it was proved as genuine, when we had, what I believe was a massive short attack, on the Monday (which we "may" see the increase in reported figures soon..T+4) stinker of an overnight Global market performance and then on the Tuesday, a huge volume (the 100 miller?) Green day for us.

This reminded me, of the very strong buying and interest, of I think around mid '21, where the share price was moving strongly (it was around 50 cents) there was also an extremely bad overnight Global "hiccup" and the BRN share price just chugged along and even strengthened a little, on strong volume.

Those were very different days, but we also, had a lot less to offer then.

I still think, the "Big" driver here is large accumulation by "someone" and then, all the tailwinds of the other factors, that increase interest in a Company, when it is seen as "attractive".


The Company, is gaining strength and momentum, in all areas and I think the current crop of shorters, "could" be in trouble.

In situations like this, they can literally become "booster" rockets.

We all know, the "rocket" analogy for the share price and it's actually a very good one, for stocks in general.

If you try to launch something, with not enough "genuine" power, you just get a spike and the rocket comes crashing back to Earth, because it just didn't have enough fuel (genuine buying interest and demand).

If there's enough thrust though and you can break into another "level" past what charters call "resistance" (which can be seen as "an" atmosphere) the rocket can maintain orbit there (although this orbit will slowly decay, without enough additional energy).

We've broken through one or 2 of these atmospheres already and it won't take too much more "energy" (investor interest) to ignite our boosters (shorters) to take us up another level, or 2.

Of course they, will be actively trying to sabotage the rocket, in flight.
The thing that helps them, is fear of loss of altitude.

That brings me back, to the "mystery" thrusters we have on board, which have so far countered, manipulation and doubt...
 
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rgupta

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rgupta

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A nice information and understanding from a layman point of view. I recommend anyone with expected use cases.
If we look into some information already present to us
1. Mercedes is launching chatgpt on their cars. The speaker told us there is a use case for SNNs in that area.
2. Traffic system working with SNNs
3. Prostatic limbs.
4. Already trained GPUs by Nvidia. There is a case of pre trained using SNNs
5. On device learning without switching off the system.
Again recommend to listen if you want to know limitations and use cases of SNNs.
 
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Hi FactFinder, while our new CTO Dr Tony Lewis would be one of the many factors, in the growing Global awareness of our Company, I don't think his comments, have been the catalyst here..

To be fair, he said to his knowledge, BrainChip "will" be the first, so it's something that hasn't been accomplished yet, going by his words and somewhere along the line, I gained the understanding that this was an intended capability, of the AKIDA 3.0 technology?

I understand @Food4 thought's "nervous" feelings when the share price goes up (but of course "I" never feel nervous 😛..).
Because many are wondering, is this a "genuine" move, in the share price.

I think, it was proved as genuine, when we had, what I believe was a massive short attack, on the Monday (which we "may" see the increase in reported figures soon..T+4) stinker of an overnight Global market performance and then on the Tuesday, a huge volume (the 100 miller?) Green day for us.

This reminded me, of the very strong buying and interest, of I think around mid '21, where the share price was moving strongly (it was around 50 cents) there was also an extremely bad overnight Global "hiccup" and the BRN share price just chugged along and even strengthened a little, on strong volume.

Those were very different days, but we also, had a lot less to offer then.

I still think, the "Big" driver here is large accumulation by "someone" and then, all the tailwinds of the other factors, that increase interest in a Company, when it is seen as "attractive".


The Company, is gaining strength and momentum, in all areas and I think the current crop of shorters, "could" be in trouble.

In situations like this, they can literally become "booster" rockets.

We all know, the "rocket" analogy for the share price and it's actually a very good one, for stocks in general.

If you try to launch something, with not enough "genuine" power, you just get a spike and the rocket comes crashing back to Earth, because it just didn't have enough fuel (genuine buying interest and demand).

If there's enough thrust though and you can break into another "level" past what charters call "resistance" (which can be seen as "an" atmosphere) the rocket can maintain orbit there (although this orbit will slowly decay, without enough additional energy).

We've broken through one or 2 of these atmospheres already and it won't take too much more "energy" (investor interest) to ignite our boosters (shorters) to take us up another level, or 2.

Of course they, will be actively trying to sabotage the rocket, in flight.
The thing that helps them, is fear of loss of altitude.

That brings me back, to the "mystery" thrusters we have on board, which have so far countered, manipulation and doubt...
Hi DB
Only one problem with your theory it is the idea that Brainchip is not already running LLMs successfully on AKIDA 2.0. It has been stated already by Sean Hehir that this has been accomplished. I expected a demonstration at CES 2024 but on reflection I now suspect that they are waiting until they have AKIDA 2.0 back from the foundry to reveal it to the world.

What I am suggesting that this statement by Dr. Lewis will be picked up by those in the industry who know him currently and of old.

That one would expect if it grabs their attention they will make contact with him to discuss exactly what he is talking about in the reasonable expectation that it is not a secret otherwise he would not have written about it publicly on LinkedIn.

The calibre of these people would then lead to the wider dissemination of this information in conversations with other academics and semiconductor business leaders.

I personally do not see shorts of consequence being caught out and causing a squeeze as those of consequence are institutionally backed and own the game as unpalatable as that thought might be.

My opinion only DYOR
Fact Finder
 
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CHIPS

Regular
That's how the day ended in Germany yesterday. I am more than happy. 😍
I hope that the coming annual figures will be good enough for not going down again and that the buyers are now seeing
the potential and not only the quick money.

Have a great weekend!

1708156716567.png
 
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Kachoo

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Kachoo

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That's how the day ended in Germany yesterday. I am more than happy. 😍
I hope that the coming annual figures will be good enough for not going down again and that the buyers are now seeing
the potential and not only the quick money.

Have a great weekend!

View attachment 57081
The annual figures have nothing should not really impact price.

Ad up the sales of all the C4 for the last year and you will see what the revenue is.

This a report if the past 6 months performance why are we basing the SP movement on the past?
 
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Getupthere

Regular

AI drives explosion in edge computing


AI is driving massive demand for edge computing infrastructure, as industrial and commercial users need to process more data locally to take advantage of AI's capabilities.


Why it matters: The shift follows years of big tech companies pushing organizations to migrate data to cloud computing services in remote data centers.


Hardware and software providers alike are concluding that edge computing — moving processing power closer to where data is being generated — provides a bridge between 5G networks and cloud data centers. They're starting to package all three services.


Driving the news: Intel, AWS, Nokia and Ericsson announced collaborations Feb. 12 to deliver edge AI services for manufacturing plants, transportation hubs such as ports, and other complicated sites — such as the ancient Chichen Itza temple in Mexico.


Labs are popping up — including one in St. Louis announced Feb. 15 by Intel, World Wide Technology and Federated Wireless — to help companies test and build customized private networks.


"The whole industry is figuring out how to trim these [AI] models to fit at the edge without loss of accuracy," Sameer Vuyyuru, AWS head of worldwide telecommunications business development, tells Axios.


Many of the world's biggest tech companies are preparing to launch new edge AI hardware and software at Mobile World Congress in Barcelona, Spain, starting Feb. 25.


Be smart: The growth of edge AI is evidence that bigger is not always better in AI.


Edge computing can enable faster data processing for time-sensitive applications and compliance with high security and privacy standards — suiting it to sectors such as health and finance.


What's happening: "75% of data compute is moving to the edge," Kirk Skaugen, head of Lenovo's infrastructure business, tells Axios.


"We're working with a large car company to get rid of 250,000 embedded PCs and replace them with probably 25,000 edge servers," he said.



All the edge computing providers Axios spoke to said they're seeing high demand from organizations that operate in remote locations or have special security needs — from financial services to hospitals.


Details: Many new edge services are driven by customer demand.


In the case of remote oil and gas rigs, owners found they were collecting massive amounts of data that became obsolete within seconds, so they needed ways to process that data quicker, Intel vice president Caroline Chan told Axios.


Lenovo sees a huge market for edge AI to support smart city technologies — ranging from using computer vision to trigger responses to fires to helping vision-impaired people navigate streets.


By the numbers: The global market for edge computing is already worth over $200 billion a year.


Yes, but: To make better use of all the data they are producing, many large organizations will need to look for combinations of cloud computing, edge computing and private 5G networks to ensure their AI-enabled services run seamlessly.


What they're saying: "We've created a marketplace for private networks," AWS' Vuyyuru says.


"Private networks are really thriving in four environments: Remote locations, rugged environments, places where resilience is needed — two networks at the same time — and restricted environments, in terms of who needs to have access to it," he says.


Chan sees the most potential in "personalized private networks" — ones that customize edge computing servers and private 5G network hardware with AI application software to meet the specific needs of an organization.


"Move AI to where the data is," Skaugen advises.


"Private networks are really thriving in four environments: Remote locations, rugged environments, places where resilience is needed — two networks at the same time — and restricted environments, in terms of who needs to have access to it," he says.


C han sees the most potential in "personalized private networks" — ones that customize edge computing servers and private 5G network hardware with AI application software to meet the specific needs of an organization.


"Move AI to where the data is," Skaugen advises.
 
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MDhere

Top 20
Hows this for a random idea, when it hits $4. I will up @Pom down under drink from $15 to $20 and shout everyone that I am at ease with a drink of same value in Melbourne yes @Slade Melbourne. I will have 4 tatts by then and each will have a reason to be there lol. So who's in? Bravo hoping you will be back from your Bungles run by then 🤣
 
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Hi DB
Only one problem with your theory it is the idea that Brainchip is not already running LLMs successfully on AKIDA 2.0. It has been stated already by Sean Hehir that this has been accomplished. I expected a demonstration at CES 2024 but on reflection I now suspect that they are waiting until they have AKIDA 2.0 back from the foundry to reveal it to the world.

What I am suggesting that this statement by Dr. Lewis will be picked up by those in the industry who know him currently and of old.

That one would expect if it grabs their attention they will make contact with him to discuss exactly what he is talking about in the reasonable expectation that it is not a secret otherwise he would not have written about it publicly on LinkedIn.

The calibre of these people would then lead to the wider dissemination of this information in conversations with other academics and semiconductor business leaders.

I personally do not see shorts of consequence being caught out and causing a squeeze as those of consequence are institutionally backed and own the game as unpalatable as that thought might be.

My opinion only DYOR
Fact Finder
By LLMs, you obviously mean the smaller "more efficient" SOTAs described by Tony Lewis?

Where has Sean stated that?

Also, as well as using the term "will" Tony used the words "hold promise" in relation to both using small LMs on something like AKIDA and of the LMs themselves.

So unless he is deliberately down playing, what they've done so far, it seems clear to me, that it's a work in progress?

As far as the shorters, I'm sure the ones shorting ARM, are quite a few steps above ours and they still got horrifically burnt, so I don't think BrainChip's have any kind of "advantage" or immunity.

They "have" successfully shorted BRN, for the last 2 years.
Monday's effort to smash down the rising "enthusiasm" for Brainchip's stock, revealed a kind of "impotence" to me..
 
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Hi All

I have been giving some thought to what could be driving interest in Brainchip other than all the information that is known and shared here on TSEx. One thing which I don’t think has raised much attention even here on TSEx is the stature of the new Chief Technology Officer Dr. M. Anthony regulars know all about him but for those who don’t or need a refresh the following is a snapshot of his CV from Wikipedia:

“M. Anthony Lewis is an American robotics researcher and currently serves as the Vice President of Hewlett-Packard and the head of Hewlett-Packard's Compute Lab for disruptive edge technologies. Formerly, he served as the Head of was the former Senior Director of Technology at Qualcomm Technologies and was the creator of Zeroth neural processing unit and its software API. He is past CEO of Iguana Robotics, a company specializing in the development of biomorphic robotics technologies.[1]Lewis received his Ph.D. at the University of Southern California under the guidance of Michael Arbib and George Bekey.

He has served on the faculty of the University of California, Los Angeles and the University of Illinois and is currently on the faculty of the University of Arizona.

He is known for his work in evolutionary and biomorphic robotics, formation control of robotic systems, and investigations into the basis of movement control in humans and robots. He collaborated on a project to help paralyzed people, using studies of an eel's nerve circuitry.[2]In recent work, Lewis and colleagues have demonstrated a robot that claimed to be the most biologically accurate model of human locomotion to date.[3] This robotic uses a muscle architecture much like a human being, a simplified neural circuit meant to mimic neurons in the spinal cord, and sensory feedback mimicking the primary sensory pathways
found in human.”

Now keeping this in mind anyone even the man in the street knows that the big story in 2023 and again in 2024 is Sam Altman and CHATGpt. The Sam Altman story of course includes his quest to make CHATGpt more user friendly from a power consumption perspective and the general media as well as financial media are awash with stories about his trillion dollar deals. CHATGpt, Large Language Models and GenAi are building to be the technology story of this decade perhaps century. If you search for the market size for LLMs there are numerous reports all largely in line and pushing the common theme of sensation growth through to 2030. Statista has this to say:
  • The market size in the Natural Language Processing market is projected to reach US$29.19bn in 2024.
  • The market size is expected to show an annual growth rate (CAGR 2024-2030) of 13.79%, resulting in a market volume of US$63.37bn by 2030.
  • In global comparison, the largest market size will be in the United States (US$10,430.00m in 2024).
https://www.statista.com/outlook/tmo/artificial-intelligence/natural-language-processing/worldwide

Coming back to Dr. Lewis it is clear that he is extremely well known in the semiconductor industry and academic world and if you take the time to look on Google Scholar you will discover his academic contacts span the Globe including China.

So it is trite to say that when he posts on his LinkedIn account a lot of very intelligent well connected eyes are watching.

Putting the importance of Large Language Models together with Dr. Lewis’s reputation I do not feel I am going out on a limb to suggest that the following is potentially something of great significance and likely to have caused a number of very important players in academia and industry to sit up and take notice:

View attachment 57068



I would also suggest that you do not need to be a rocket scientist to understand the significance of Dr. Lewis telling the world
that Brainchip’s technology is to his knowledge the FIRST in the world to run tiny LLMs at the EDGE with very low power with
STATE OF THE ART (SOTA) performance.

The other significant feature of his post is that he is putting the world on notice that Brainchip is not satisfied with just the
Edge but is also looking to scale up AKIDA technology into the data centre/Cloud for the same purpose.

I do not need to tell long term followers of AKIDA technology that it has been the case since day one that Peter van der Made and Anil Mankar have continuously stated that they chose to design in digital because it allowed AKIDA to be scaled for eventual data centre applications.

Of course, I may well be wrong, and this is just my anonymous opinion but the more I think about it the less I doubt my conclusion
that this is a significant driver of the current resurgence by Brainchip on the Australian, German and US markets.

My opinion only DYOR
Hi FactFinder, while our new CTO Dr Tony Lewis would be one of the many factors, in the growing Global awareness of our Company, I don't think his comments, have been the catalyst here..

To be fair, he said to his knowledge, BrainChip "will" be the first, so it's something that hasn't been accomplished yet, going by his words and somewhere along the line, I gained the understanding that this was an intended capability, of the AKIDA 3.0 technology?

I understand @Food4 thought's "nervous" feelings when the share price goes up (but of course "I" never feel nervous 😛..).
Because many are wondering, is this a "genuine" move, in the share price.

I think, it was proved as genuine, when we had, what I believe was a massive short attack, on the Monday (which we "may" see the increase in reported figures soon..T+4) stinker of an overnight Global market performance and then on the Tuesday, a huge volume (the 100 miller?) Green day for us.

This reminded me, of the very strong buying and interest, of I think around mid '21, where the share price was moving strongly (it was around 50 cents) there was also an extremely bad overnight Global "hiccup" and the BRN share price just chugged along and even strengthened a little, on strong volume.

Those were very different days, but we also, had a lot less to offer then.

I still think, the "Big" driver here is large accumulation by "someone" and then, all the tailwinds of the other factors, that increase interest in a Company, when it is seen as "attractive".


The Company, is gaining strength and momentum, in all areas and I think the current crop of shorters, "could" be in trouble.

In situations like this, they can literally become "booster" rockets.

We all know, the "rocket" analogy for the share price and it's actually a very good one, for stocks in general.

If you try to launch something, with not enough "genuine" power, you just get a spike and the rocket comes crashing back to Earth, because it just didn't have enough fuel (genuine buying interest and demand).

If there's enough thrust though and you can break into another "level" past what charters call "resistance" (which can be seen as "an" atmosphere) the rocket can maintain orbit there (although this orbit will slowly decay, without enough additional energy).

We've broken through one or 2 of these atmospheres already and it won't take too much more "energy" (investor interest) to ignite our boosters (shorters) to take us up another level, or 2.

Of course they, will be actively trying to sabotage the rocket, in flight.
The thing that helps them, is fear of loss of altitude.

That brings me back, to the "mystery" thrusters we have on board, which have so far countered, manipulation and doubt...
Something that hasn’t been accomplished yet ?
 
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CHIPS

Regular
The annual figures have nothing should not really impact price.

Ad up the sales of all the C4 for the last year and you will see what the revenue is.

This a report if the past 6 months performance why are we basing the SP movement on the past?

Not all private buyers are adding up sales but rather go with the hype which started only last week.
Usually, the SP goes down considerably when the annual figures are not good, so why should this be different here?
I expect BrainChip stockholders to be smart enough, though, to see the near future, but you never know ...
 
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