BRN Discussion Ongoing

I’m unsure how that is a false statement. If we are tied down to a load of NDAs that must surely inhibit company growth.

Firstly, When you don’t let your contractor to tell that he has developed the product, you deprive yourself from free publicity, you project might be longing for. When the Contractor will be telling in its blog, portfolio, conferences and tutorials about the tricks and technologies they used, your name will never pop-up. This means that you will be missing a huge auditory and free promotion.

And finally, signing an NDA means that the Contractor will never receive the public credit it deserves.

This is what I thought Sean could see hence why he has hired Jerome Nadal…

And whilst I appreciate Dr Dre had an NDA in place some NDAs can last indefinitely. The Coca-Cola recipe, for example, has been kept secret for over 100 years….

Depending on the terms of all the NDAs we have signed we may never know the vast majority of companies using our technology…
Hi again Euks,

I understand your point of view that having everyone know who is using Brainchip would be advertising and bring in more customers.

Conversely it would be removing any leading technological advantage any company working with us would have and potentially damage their revenue which would in turn reduce ours.

Your example: Coke. I’d more than happily remain an unknown silent partner with coke if every quarter I recieved royalties for their sales.

Half a dozen companies like Coke would be sufficient to build massive revenue.

Luckily we already have NASA, US Defence, Ford, Renasas, Nanose, Megachips, SiFive, Merecedes and highly likely Valeo.

Once those known names alone begin full scale production Brainchip will be very very successful.

As more of the EAPs, e.g. TATA, CISCO, Stellantis, Continental etc and many other known or unknowns begin production the money pot will grow.

As more products are released other companies will see the potential of neruomorphic AI, look for the leaders in the revolutionary field and sign up.

I imagine it will be like a rolling snow ball down a giant hill and we are only just about to release the snow ball: commercialisation has only just begun. Unfortunately it will take time by way of months and years but in my opinion it is more likely than unlikely at this stage of where we are at.

Again my opinion: but we are very far ahead in this race: imagine the alternative, we didn’t have EAP; the chip wasn’t a success and we were still at the drawing board or workshop! Or didn’t have the patents. That would be far worse!

Peace
 
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We do not know the precise terms of the NDA’s which Brainchip has caused to be entered but we do know that of those we have been made aware of all these companies have confirmed they are engaged with Brainchip and using AKIDA technology:

1. MERCEDES
2. NASA
3. VALEO
4. ISL
5. RENESAS
6. MEGACHIP
7. VORAGO
8. SiFIVE
9. SOCIONEXT

So of all the EAP’s disclosed the NDA’s have not prevented disclosure by these first 9 Companies

Based on this the odds are highly in favour that the 11 remaining will as they come to market also be disclosed.

The problem with being uninformed with an agenda is that you do not know the difference between intellectual property and an NDA (Non disclosure agreement) and so obsessed with your agenda you make statements on the basis of anything that comes into your head to try and prove a non existent point.

The AKIDA technology IP is kept safe by a combination of patents and Trade Secrets.

The recipe for Coca Cola is protected by Trade Secrets.

Trade Secrets should hopefully remain secret forever otherwise if they become public anyone can make the product concerned and potentially bankrupt the business that relies upon the sale of the product.

Brainchip has not disclosed its Trade Secrets to any of first eight of the above listed companies. As Socionext helped with the final design some disclosure may have been necessary but it would have been under very strict contractual terms and massive damages for breach.

My opinion only DYOR
FF

AKIDA BALLISTA
Sorry FF,

Just read your post which must have come up whilst I was writing mine.

If I knew you were responding I wouldn’t have bothered with my reply.

Captain obvious: You’ve got a great way with words!

Cheers
 
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After finally getting to finish listening to this great Strawman interview with Sean (my ranga locks are incredible) Hehir, i took out the following in my interpretation (apologies if already said elsewhere....):

  • an incredibly generous 44mins of Sean's time to talk with Strawman in a relaxed tone, and stabilising more in the CEO top job !
  • clearly heard "watch the financials..." twice stated (you won't hear customers being announced due to NDA's) - revenue indicators !
  • only 1 of our early EAP customers has left the program, all others remain on board !
  • something about benefits of getting in as early adopters (investors), and the next 5 years are incredibly exciting times with progressive growth of product !
  • abundantly clear to Sean that the ability to raise the BRN profile to key manufacturers is key to the early success BRN have ahead of its competitors, and with the new CMO on board, marketing is KEY to securing increased IP and other sales
  • Tony Dawe ? the clarity with which he spoke to key metrics for Brainchip in the target market over next 2-5 years (unlike Albo on the unemployment and reserve bank rates)
  • second half of the year staff on board growing to approx. 100, where you will start to see growth in revenue equal or start to outstrip growth in expenses (currently $19m in the hold as at Q1 2022 ! - hmmm how many Qtr's does this service on current/increased expenses......)
only one pass so have no doubt missed more in the details that lie within, but all in all very positive interview

SSC001 Akida Ballista all !
 
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Very true FF
By the way any one heard Sean say all the NDA (EAP) customer but one are still engaged. Did any one hear that.
cheers
Absolutely listened twice cause it was just like New York. 😂🤣 FF
 
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Mugen74

Regular
If you can make it there you can make it anywhere.
 
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Derby1990

Regular
Nice little green shoot back to 0.90 today from the relentless slide, and I noticed that the number to buy outweighed the sellers units too. Another green day tomorrow perhaps, since it's Easter eve, and that fomo stuff and all. 4 days of no-trade-ability, and you never know what might happen on Tuesday 🤔
 
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After finally getting to finish listening to this great Strawman interview with Sean (my ranga locks are incredible) Hehir, i took out the following in my interpretation (apologies if already said elsewhere....):

  • an incredibly generous 44mins of Sean's time to talk with Strawman in a relaxed tone, and stabilising more in the CEO top job !
  • clearly heard "watch the financials..." twice stated (you won't hear customers being announced due to NDA's) - revenue indicators !
  • only 1 of our early EAP customers has left the program, all others remain on board !
  • something about benefits of getting in as early adopters (investors), and the next 5 years are incredibly exciting times with progressive growth of product !
  • abundantly clear to Sean that the ability to raise the BRN profile to key manufacturers is key to the early success BRN have ahead of its competitors, and with the new CMO on board, marketing is KEY to securing increased IP and other sales
  • Tony Dawe ? the clarity with which he spoke to key metrics for Brainchip in the target market over next 2-5 years (unlike Albo on the unemployment and reserve bank rates)
  • second half of the year staff on board growing to approx. 100, where you will start to see growth in revenue equal or start to outstrip growth in expenses (currently $19m in the hold as at Q1 2022 ! - hmmm how many Qtr's does this service on current/increased expenses......)
only one pass so have no doubt missed more in the details that lie within, but all in all very positive interview

SSC001 Akida Ballista all !
The $19 million was said by the Strawman not Sean. I posted about this earlier it is US dollars and does not include the 13.8 million from the LDA Capital raise so when you put it together it is about $37 million AUD. Sean Hehir covered it by saying Cash was not an issue.

They also have a further draw down under the LDA Capital agreement that they can leave until end of 2023 to take up.

So cash is covered for at least three years even without any income which we know is coming.

What a grand state of affairs.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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Foxdog

Regular
Disclosure of NDA's would be a sugar hit. Observation, over time, of steadily increasing revenue is where the true value will be realised and reflected in the SP.

I'm sure that we will still get some announcements as things progress but our CEO said to follow the financials in order to guage where we are at. Multiple Appendix 4C's showing strong percentage growth in revenue over time will provide ample indication on progress.

5 years from now, after 20 odd 4C's and our share price will be.......(you can fill in the blanks 😉🤞).
 
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robsmark

Regular
Whilst I remain confident about the product and optimistic about the future of this company, I am disappointed about their lack of effort in maintaining the SP. Before anyone responds, I understand that this is an integral company, and that fluffing the SP is not their model, but I believe that as the company has grown it has a responsibility to try harder to manage it’s SP and it’s shareholders. It’s playing in a different league than it was two years ago, and if it thinks it’s doing enough in this space, I think they need to rethink their strategy.

If you hype up the crowd, you need to deliver - the last year there was plenty on hyping up 2022. We are now four months in with very little news. It isn’t good, and this is why shorts are rising.

Yes, I understand that the company has no control over when it’s clients have finished testing, developing, and commercialising their product/s - but it does have control over how they engage with these clients and how that information is delivered to its own shareholders.

Yes, I understand that heaps of other companies are declining too - but that isn’t my concern, BRN is. Besides, nobody else is sitting on a first/best in class neuromorphic processor.

Maybe I just having a bad day after seeing my net worth drop by another $10k and starting to feel like it’s becoming a habit.

FWIW I bought another parcel last week and have some waiting for later this week.

I’m just disappointed and venting that’s all.
I wasn’t completely sold on Sean, but after watching the latest podcast, he seems to have a firm grasp on the companies background, position, and potential future. I stand by my earlier comments about early hyping 2022 (I understand this wasn’t Sean), but I also understand that there’s still another eight months to come up with some revenue, and or commercial customers.

I‘ve cooled off after my tantrum yesterday 😂 and remain confident of the future of this company. I picked up a couple of thousand shares today, and have transferred a larger sum to my trading account to pick up another parcel tomorrow.

GLTAH.
 
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Csharmo

Regular
Do we know if Brainchip is in something like Dysons latest smart V15 vacuum. It has doubled its battery power can can count micro dust particles.

 
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Derby1990

Regular
Do we know if Brainchip is in something like Dysons latest smart V15 vacuum. It has doubled its battery power can can count micro dust particles.

A lot of people out there say that BrainChip sucks. If it were in this way, that would be the really good kind! Isn't Mr Dyson one of the richest people in the UK?
 
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Csharmo

Regular
Do we know if Brainchip is in something like Dysons latest smart V15 vacuum. It has doubled its battery power can can count micro dust particles.


They moved heavily into AI in 2020 when Brainchip was getting its name out there.

Brainchip has mentioned recently that their Akida product is in products for smarter homes.

Just some thoughts...
 
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Perhaps

Regular
Just one question came to my mind after the video. How "No News Politics" can be in tune with ASX regulations? The MegaChips license deal was a price sensitive announcement, so any further deals should be the same. For example Mercedes wouldn't use any part in the production line without having a contract. In my understanding this would need an ASX announcement. Maybe someone can shine a light on this contradiction, thanks.
 
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miaeffect

Oat latte lover
Do we know if Brainchip is in something like Dysons latest smart V15 vacuum. It has doubled its battery power can can count micro dust particles.

200w (1).gif

I think wife or mum with that whip is a better option for you. Don't need a good Dyson.
"Go clean your room now!"
 
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projection

Member
After finally getting to finish listening to this great Strawman interview with Sean (my ranga locks are incredible) Hehir, i took out the following in my interpretation (apologies if already said elsewhere....):

  • an incredibly generous 44mins of Sean's time to talk with Strawman in a relaxed tone, and stabilising more in the CEO top job !
  • clearly heard "watch the financials..." twice stated (you won't hear customers being announced due to NDA's) - revenue indicators !
  • only 1 of our early EAP customers has left the program, all others remain on board !
  • something about benefits of getting in as early adopters (investors), and the next 5 years are incredibly exciting times with progressive growth of product !
  • abundantly clear to Sean that the ability to raise the BRN profile to key manufacturers is key to the early success BRN have ahead of its competitors, and with the new CMO on board, marketing is KEY to securing increased IP and other sales
  • Tony Dawe ? the clarity with which he spoke to key metrics for Brainchip in the target market over next 2-5 years (unlike Albo on the unemployment and reserve bank rates)
  • second half of the year staff on board growing to approx. 100, where you will start to see growth in revenue equal or start to outstrip growth in expenses (currently $19m in the hold as at Q1 2022 ! - hmmm how many Qtr's does this service on current/increased expenses......)
only one pass so have no doubt missed more in the details that lie within, but all in all very positive interview

SSC001 Akida Ballista all !
Just off the top of his head mentions consumer electronics and sliding into their design/sales cycle.
If memory serves, LDN mentioned something similar re matching the design cycle of phone producers.
The mind boggles.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
I have a bit of a different take on the interview from Sean then the current narrative... Dont shoot me down..

It feels like to me that he is quite frustrated and concerned by just how many NDAs there are (just like most of us). I say this only because he literally said 'I am just wanting to get the word out. That is what is keeping me up at night". Now i don't know about most of you but not to many things keep me up at night besides stress....

One of the first things Sean did when he got to Brainchip was hire Jerome Nadel, I feel because he understands that by being tied into so many NDAs it inhibits the companies growth prospects. We have all seen what positive announcements do for the company and by not being able to announce these partnerships it means it is a lot more difficult to get word of mouth out... Jerome has a big job on his hands.....

I remember reading a comment by FF about time, and whilst the optimist in me says sit back and relax because in time the share price will take care of itself the pessimist tells me time is off the essence because you never know when there is another Brainchip just around the corner waiting to disrupt even our technology.......

Anyway, this is just me venting my concerns and hoping for a little more excitement then just a 4C every few months and finally as Sean said 'We have one of the best kept secrets in the world'. I don't know about all of you but i HATE secrets!!! Especially this one! haha


Hi Euks,

Please don't stress! The time it takes to get these products to market is YUGE (to paraphrase some big, orange oaf somewhere).

As an example, in 2020 Fraunhofer started to develop sensors and systems that are able to perceive and interpret external sounds. They want to make the first prototype ready for the market by 2025.

Yes, that is 2025.


PS: I'm a little bit convinced that they are incorporating AKIDA, just between you me and the lamp post.

IMO>
 
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Boab

I wish I could paint like Vincent
I like to keep reminding myself how good this Co is so I went over to the Mega Chips site for a little boost.
 

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Bravo

If ARM was an arm, BRN would be its biceps💪!
Thanks FF.

That’s massive given he would have to have been working with Akida with Valeo.

The Qualcomm video posted by MC was all about EV ADAS cars. From memory the CEO stated he wanted to grow Qualcomm from $100B to $700B through cars and having them as an extension to the home.

Hoping we’re re a part of that and what you’ve posted indicates we’re a good chance!

The current SP is not a reflection of where we’ll be in 2025. I’m still accumulating.

Cheers!

giphy.gif
 
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dippY22

Regular
With respect to the angst associated with NDA's discussed previously, I would just like to opine that I still believe that Brainchip may in fact be asking for these as well as some or all of the early adopters.

It is in Brainchip's immense interest to not have others say anything negative, or express missgivings about Akida's tech once that early adopter status ceases, or perhaps is not proceeding in a way both parties had hoped or anticipated.

If I had the inside line to corporate that some of you have I would ask them if Brainchip asks for NDA's. What could they possibly say? Yes, no, or we can't address that....Any of these responses would be acceptable to me because a yes response needs no explanation, a no response would be very revealing, and the ambiguous, "we can't address that" would also be pretty clear to me that they are.

But bottom line,....would knowing somehow affect my investment if Brainchip were in fact asking for NDA's.......? Nope, it wouldn't.

Regards, dippY
 
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Listened to the latest presentation, Sean comes across extremely well...he is definitely the right man for the job, Peter and Anil made a first class appointment there.

Tony also spoke very clearly and drove home the point about predicted market growth over a 2 to 5 year time frame, and as stated, we would be crazy not to go for it, whether that's a 1% piece of the pie or 60% plus piece, we are clear leaders, and have the technology to sell, finding top quality sales people isn't an easy gig, this is a highly, revolutionary, specialised engagement that requires a special skillset, fast learners focused on the key points, then let the engineering guns, Anil and Kris carry the heavy burden, while Peter is years in advance with his brilliant visions, just remember, our Perth team is where all this future potential lies in advancement of our first commercialised product, AKD 1000.

Sean made a number of points that caught my attention.

As many of us, possibly all the long termers haver come to realise that, we may only hear about a few EAP's over the next, say 5 years, the message is going to be in the revenue earnings per quarter, as mentioned a few days ago, the future figures will do all the talking.

The other point was dealing with a Communications Company, as such.

I personally believe that we have and are dealing with BROADCOM INC

Going back to when Lou was at the helm, just call it a strong gut feeling, sometimes I'm right on the money :rolleyes:

Rather than complaining about the current share price, buy some, the technology is advancing each and every day, whether that be by collaboration between our engineers and EAP engineers or back at the Research and Innovation Centre in Perth, nothing is standing still believe me.

Over and out....Tech (Perth) (y)

Listened to the latest presentation, Sean comes across extremely well...he is definitely the right man for the job, Peter and Anil made a first class appointment there.

Tony also spoke very clearly and drove home the point about predicted market growth over a 2 to 5 year time frame, and as stated, we would be crazy not to go for it, whether that's a 1% piece of the pie or 60% plus piece, we are clear leaders, and have the technology to sell, finding top quality sales people isn't an easy gig, this is a highly, revolutionary, specialised engagement that requires a special skillset, fast learners focused on the key points, then let the engineering guns, Anil and Kris carry the heavy burden, while Peter is years in advance with his brilliant visions, just remember, our Perth team is where all this future potential lies in advancement of our first commercialised product, AKD 1000.

Sean made a number of points that caught my attention.

As many of us, possibly all the long termers haver come to realise that, we may only hear about a few EAP's over the next, say 5 years, the message is going to be in the revenue earnings per quarter, as mentioned a few days ago, the future figures will do all the talking.

The other point was dealing with a Communications Company, as such.

I personally believe that we have and are dealing with BROADCOM INC

Going back to when Lou was at the helm, just call it a strong gut feeling, sometimes I'm right on the money :rolleyes:

Rather than complaining about the current share price, buy some, the technology is advancing each and every day, whether that be by collaboration between our engineers and EAP engineers or back at the Research and Innovation Centre in Perth, nothing is standing still believe me.

Over and out....Tech (Perth) (y)
"I personally believe that we have and are dealing with BROADCOM Inc"

I think you're on the money there Tech 😉
Sounds like a BRN "Never heard of them" but heavy hitter, like Renesas and MegaChips.
None of our IP deals, are likely to be generally well known.

These IP customers though, are the "enablers" for the "household" names we've been promised in the past, like Mercedes..

Like Sean basically said though, we will only ever learn the identities of a sprinkling of these household names.

But they are there!

GLTAH!
Down with Putin.
 
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