BRN Discussion Ongoing

[Terroni2105]

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Comment from Mark Grogan, our partner of Circle8

 

[rgupta]

Lots of mega-dollars with aspirations sloshing around the new Holy Grail of AI chips/energy savings/Cloud avoidance security with the magical black box (BRN) apparently holding many of the essential codes for Grail realization.

Convince me that this monster accumulation is merely the market playing catch up for an undervalued equity. And not the expression of a Holy Shit epiphany.

The major obstacle to shareholders may be for Brainchip to cling to independence while our surreal/magic sauce has time to play out unfettered

Keep running Bravo...we are cheering you on.

At least the present rally looks like speculative risk free buying
On the other hand if someone wants to buy substantial share in brn there will not be any second coming.
Dyor

 

[IloveLamp]

Wonder if he knows what the rest of us think we know......

What do Microelectronics Have to do with Emissions Reductions?

Now that summer 2023 is behind us and we’ve had a chance to reflect on the record-breaking temperatures and devastating extreme weather events of the past few months, I know I’m not the only one who feels an increased sense of urgency to see a rapid...

www.energy.gov

 

[rgupta]

Roberto Baldwin on LinkedIn: Mercedes CTO Markus Schäfer on the Automaker's Software-Defined Future |…

I had a nice chat with Mercedes-Benz CTO Markus Shafer about the automaker's future https://lnkd.in/ggFhxhC2

www.linkedin.com

Mercedes CTO Markus Schäfer on the Automaker's Software-Defined Future | Sustainable Mobility Career Center

Mercedes CTO Markus Schäfer on the Automaker's Software-Defined Future - read this article along with other careers information, tips and advice on Sustainable Mobility Career Center

sustainablecareers.sae.org

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Most of the share holders are following Mercedes. But to me success of brainchip will not be over dependent upon one or a few companies, but every company' s dependency on brainchip.
So in the longer term whether Mercedes will be there or not there should not effect brainchip.
I would like brainchip to continually improving their ecosystem partners.

 

[Kachoo]

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 FF,

Nice to get some organised logical posts.

I did see that post on LinkedIn a few days back and that floored me.

Tony is well connected and connections that he has will get us past the goal line and pay line.

I was really excited about this appointment when I saw what he has accomplished.

The statement he has made is hey Sam we can do this we can to Tiny LLM on the edge.

Its very logical that the recent spike is new money coming in to BRN on the coat tails of the new appointments.

I have noticed the USA version of BRN shares have been trading to a premium of Australia for a while and higher volume to its past.

We most definitely could be seeing this. Its a different level of trading compared to the previous p and d.

Anyway we are well below my IP evaluation of the company still so noting to be excited about yet lol.

Wake me up when we are north of a dollar then ill see some speculative pricing though with the money and demand for chips wr all know where this could go.

Most importantly Akida is validated in my opinion!

 

[7für7]

Wonder if he knows what the rest of us think we know......

What do Microelectronics Have to do with Emissions Reductions?

Now that summer 2023 is behind us and we’ve had a chance to reflect on the record-breaking temperatures and devastating extreme weather events of the past few months, I know I’m not the only one who feels an increased sense of urgency to see a rapid...

www.energy.gov

View attachment 57072 View attachment 57073

Yes … fine…. But rob doesn’t like it… so….

 

[Food4 thought]

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.

 

[7für7]

Most of the share holders are following Mercedes. But to me success of brainchip will not be over dependent upon one or a few companies, but every company' s dependency on brainchip.
So in the longer term whether Mercedes will be there or not there should not effect brainchip.
I would like brainchip to continually improving their ecosystem partners.

As I always say in the German forum. It’s nice to have a Mercedes as a marketing boost. But I don’t really count on them..we have so many partnerships as leader in this industry… this is more amazing.

 

[RobjHunt]

Wonder if he knows what the rest of us think we know......

What do Microelectronics Have to do with Emissions Reductions?

Now that summer 2023 is behind us and we’ve had a chance to reflect on the record-breaking temperatures and devastating extreme weather events of the past few months, I know I’m not the only one who feels an increased sense of urgency to see a rapid...

www.energy.gov

View attachment 57072 View attachment 57073

After reading that, I got a woft of positiveness

 

[Boab]

Wonder if he knows what the rest of us think we know......

What do Microelectronics Have to do with Emissions Reductions?

Now that summer 2023 is behind us and we’ve had a chance to reflect on the record-breaking temperatures and devastating extreme weather events of the past few months, I know I’m not the only one who feels an increased sense of urgency to see a rapid...

www.energy.gov

View attachment 57072 View attachment 57073

I quite like this bloke

 

[NickBRN]

Some interesting projects available at the Western Sydney University International Centre for Neuromorphic Systems

https://www.westernsydney.edu.au/icns/research_projects/open_phd_projects

 

[Boab]

Not BRN related but interesting how important this topic is for them.

China to ‘speed up’ patent process and boost green technology sector

China to ‘speed up’ patent process and boost green technology sector

www.worldipreview.com

 

[DingoBorat]

Something to browse whilst we are sitzpinkling today.

Private Islands Online Australia

Private Islands Online - Australian islands and resorts

www.australianislands.com.au

They are actually pretty cheap, considering..

 

[Food4 thought]

They are actually pretty cheap, considering..

You might be able to buy New Zealand if the stock price is kind to you

 

[JB49]

https://www.eetimes.com/podcasts/helping-spiking-neural-networks-can-learn-to-learn/

Havent had a chance to listen. But refers to one shot learning allowing you to do training offline.

 

[Getupthere]

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.

 

[Space Cadet]

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

 

[supersonic001]

Luca Verre on LinkedIn: #ai #xr #computervision #eventsensor #neuromorphic

Exciting advancements in HMD adoption are on the horizon! Neuromorphic event-based vision sensors are leading the charge, addressing crucial challenges like…

www.linkedin.com

Some nice alignment here ……

 

[TopCat]

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.

https://www.eetimes.com/podcasts/helping-spiking-neural-networks-can-learn-to-learn/

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.

 

[DingoBorat]

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...