BRN Discussion Ongoing

[Evermont]

Interesting.

Event-Based Metavision® Sensor GENX320 | PROPHESEE

Prophesee launches GENX320, the world’s smallest and most power-efficient event-based vision sensor, bringing more intelligence, privacy and safety than ever to consumer Edge-AI devices.

www.prophesee.ai

Prophesee's Image Deblur Solution for Smartphones is now production-ready

MWC reveal showcases the multi-year collaboration between Prophesee and Qualcomm resulting in next-generation blur-free mobile photography, now ready for customer integration into Snapdragon 8 Gen 3 enabled devices.

www.prophesee.ai

 

[Fact Finder]

Probably a dangerous question with the trolls who walk amongst us but when Sean Hehir once again encouraged dare I say close to begged people to listen to the CES 2024 podcasts I hoped that someone, anyone would ask about the CES podcast confirmed for the first time in the history of humanity that OnSemi, Infineon and Microchip multi billion dollar companies were engaging with Brainchip and that at least Microchip was taking their joint offering to customers, that there would be at least one question about these engagements.

There wasn’t of course any asked and answered before the presentation closed but as my question about Ericsson was not reached did anyone here ask about the above and suffer the same fate?

My opinion only DYOR
Fact Finder

 

[Makeme 2020]

Talk is cheap Sean
Love your work buddy
No free shares this AGM Sean.
Down Down Down.
What happened to Renesas and Megachips.
Sean said that Renesas was bringing a product to market with Akida late 2023 and. ?????

Where's bin boy

 

[Fact Finder]

Talk is cheap Sean
Love your work buddy
No free shares this AGM Sean.
Down Down Down.
What happened to Renesas and Megachips.
Sean said that Renesas was bringing a product to market with Akida late 2023 and. ?????

Being German does not turn charting magically into actual consistently reproducible scientific theory.

My opinion only DYOR
Fact Finder

 

[supersonic001]

PROPHESEE on LinkedIn: #snapdragon #metavision #eventbased #deblur #mobilephotography… | 12 comments

[BREAKING] Just in from MWC 📣 Prophesee's Metavision® image deblur solution for smartphones is now production-ready, seamlessly optimized for Qualcomm's… | 12 comments on LinkedIn

www.linkedin.com

 

[Fullmoonfever]

Was finally watching the presso and my word....if you listen to it backwards it reveals the NDA partners

 

[Makeme 2020]

Being German does not turn charting magically into actual consistently reproducible scientific theory.

My opinion only DYOR
Fact Finder

Ok

 

[cassip]

First two trades today at Tradegate (price and number of shares); SP now 0,2002

27.02.2024 08:00:17	0,1860	286.072
27.02.2024 08:00:09	0,1900	223.840

 

[HopalongPetrovski]

Was finally watching the presso and my word....if you listen to it backwards it reveals the NDA partners

All I heard was angel song.

 

[Fullmoonfever]

Wait.....still listening.

Sure I just heard....Paul is dead

 

[CHIPS]

Good morning chippers,

Ugly news from Germany:

 

[DingoBorat]

Hi toasty
On time horizon I will need to listen again but I believe I heard Sean Hehir communicate that:

1. The restructure is complete and the sales team is now in place to drive sales during 2024.

2. They have strong relationships with partners evidenced by Intel displaying Brainchip centre stage.

3. The company is most definitely engaging with potential customers to sell further IP licences as it has to Renesas and MegaChips.

4. The Edge Boxes are an opportunity for which there appears to be strong demand and they have sufficient AKD1000 chips in hand to match that demand and the ability to produce more when required.

5. The move to produce an actual AKIDA 2.0 silicon chip is clearly no longer a certainty as they do not want customers who decide to produce silicon containing AKIDA 2.0 IP to feel threatened by Brainchip becoming a competitor.

(My wild speculation is that to be considering deferring permanently the production of AKIDA 2.0 having been so close to Tapeout as stated by Todd Vierra at CES 2024 Brainchip must be very well advanced in some sort of real world commercial engagement with a significant customer. Could it be Intel???)

While I don’t know your age I am 70 and I am still anticipating being here in February, 2025 which should mean on the basis of today’s presentation I will be well positioned to enjoy the commercial success that will commence in 2024.

My opinion only DYOR
Fact Finder

"5. The move to produce an actual AKIDA 2.0 silicon chip is clearly no longer a certainty as they do not want customers who decide to produce silicon containing AKIDA 2.0 IP to feel threatened by Brainchip becoming a competitor"

I actually envisioned, AKIDA becoming so entrenched in Future technology products, that it was inevitable that products containing it, would be competing against each other..

So it seems "odd" (I know you don't like that word from me ) that a customer/s would feel threatened by us producing one, as well as, not having an Engineering Sample, may dissuade other potential customers from securing an IP licence (which if a certain customer wanted more exclusivity, they would think just dandy).

But our game is supposed to be, that there are no exclusive deals to be made, concerning our IP?

Except maybe things like, not selling to the Chinese, due to our US military engagements..

I guess, unless a "stupid" amount of money, was involved, because if this customer/s don't want competition from BrainChip, by extension they don't want competition from their competitors, using AKIDA 2.0 either..

Would be good to see the transcript, when it's available..

 

[Getupthere]

Does anyone actually think that this is a good look for new potential shareholders?

Why would you have this If you won’t name them.

Not a good look IMO.

 

[Sirod69]

Wait.....still listening.

Sure I just heard....Paul is dead

My son's name is Paul and it's his birthday today

 

[Boab]

Does anyone actually think that this is a good look for new potential shareholders?

Why would you have this If you won’t name them.

Not a good look IMO.

View attachment 57987

As was said yesterday these competitors may become customers or we may even be in discussion with them??
I think its pretty clear its Jetson, Lohii and True North

 

[Fullmoonfever]

My son's name is Paul and it's his birthday today

Congrats and happy birthday to him....shouldn't that be him blowing out candles though

 

[Xhosa12345]

Hi toasty
On time horizon I will need to listen again but I believe I heard Sean Hehir communicate that:

1. The restructure is complete and the sales team is now in place to drive sales during 2024.

2. They have strong relationships with partners evidenced by Intel displaying Brainchip centre stage.

3. The company is most definitely engaging with potential customers to sell further IP licences as it has to Renesas and MegaChips.

4. The Edge Boxes are an opportunity for which there appears to be strong demand and they have sufficient AKD1000 chips in hand to match that demand and the ability to produce more when required.

5. The move to produce an actual AKIDA 2.0 silicon chip is clearly no longer a certainty as they do not want customers who decide to produce silicon containing AKIDA 2.0 IP to feel threatened by Brainchip becoming a competitor.

(My wild speculation is that to be considering deferring permanently the production of AKIDA 2.0 having been so close to Tapeout as stated by Todd Vierra at CES 2024 Brainchip must be very well advanced in some sort of real world commercial engagement with a significant customer. Could it be Intel???)

While I don’t know your age I am 70 and I am still anticipating being here in February, 2025 which should mean on the basis of today’s presentation I will be well positioned to enjoy the commercial success that will commence in 2024.

My opinion only DYOR
Fact Finder

Feb 25.... fml

 

[Fullmoonfever]

As was said yesterday these competitors may become customers or we may even be in discussion with them??
I think its pretty clear its Jetson, Lohii and True North

The slide says edge space and I don't think True North plays in that space.

Loihi is a research chip according to most notes on it.

Jetson or Orin...maybe.

I suspect Innatera, maybe Greenwaves would be a couple....Rain possibly if we have specs and a few others as probables like Qualcomm even in the edge space.

I know a made a bit fun at it yesterday but...

Still, it is asking a bit of blind faith when we can't as investors actually compare our own research on the competitors we are competing with.

I'm curious who they are and if those competitors are already selling product and if so, why, if we stack up better as per the slide.

 

[RobjHunt]

No, I'm suggesting that the Q&A session is not good for the company due to the questions. Sean had to explain in 5 different ways he can't talk about other companies. This should be known by any investor that unless it was news before the presentation, it 100% isn't going to be talked about during. What do people think, he's going to reveal a few NDA's to keep the pitchfork peasants happy?

Yeah, but there’s a reason why CEO’s tap dance