Frangipani
Regular
So be patient and prepare to experience more time wandering in the wilderness.
Forty days perhaps.
That sounds as if you expect them to be full of devilish temptations?
So be patient and prepare to experience more time wandering in the wilderness.
Forty days perhaps.
CHANGE OVER TO AUD = 34c
It's so refreshing to read a well balanced article about Brainchip.
The tide is turning
Not too sure, but this is the one we are on-@chapman89 nice successful launch for ANT61's Beacon!
Do you happen to know if they have any ongoing monitoring or public data? Their Socials have dried up a little!
Edit: if they don't show me, this is all I can assume Beacon is doing up there -
View attachment 58026
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
Yeah but, I don't need your help. I never asked you to help me, so in all politeness please just feck off!
In response to point 5 that is questionable and doesn’t go with the idea of leaning forward into Buisnesss. The hidden company that would stop BRN from producing silicone for Gen 2 would need to bring unbeatable value or we are shooting ourselves in the foot so to speak."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..
Being accepted into Universities and especially IVY League Uni's has two main benefits in my opinion.Morning Chippers ,
Tasneem HodaStudy Abroad Expert
Updated on Feb 15, 2024
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Similarly, the US News & World Report Global Universities Rankings 2023 ranked Cornell University 21 in the world.
Also Read: Cornell University Admissions
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A. Cornell University is one of the best and top-rated Private universities in USA. The university is known globally for its academic excellence across a wide range of subjects. Cornell University is consistently ranked among the top universities nationally and globally. According to QS World University Ranking, Cornell University has been constantly ranked in 2023 at 20 and then in 2024 at 13 in the world.
Q. What are the world rankings of Cornell University?
A. Cornell University is consistently ranked among the top rated universities in the world. As per the latest, THE (Times Higher Education) University Ranking 2023 ranked Cornell University 20 in the world. Also, US News & World Report Global Universities Rankings 2023 ranked Cornell University 2023 in the world.
Q. How has Cornell University fared in the THE (Times Higher Education)?
A. Cornell University has been consistently ranked among the top universities in the world by the THE (Times Higher Education) University Ranking. The THE (Times Higher Education) rankings of Cornell University for 2023 is 20, and it has been Declining in last three years. The THE (Times Higher Education) for Cornell University for 2023 is 20, for 2022 was 22 and in 2021 it was 19.
Also Read: Cornell University Course and Fee
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Q. How has Cornell University fared in the US News & World Report Global Universities rankings?
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Suck on them apples.
Regards,
Esq.
Infinitely superior analysis to our friend Micklepenis…Anyone might think there were other agendas at playBrainchip's potential in Edge AI is undeniable, but can sales catch up with its cash burn? - Stockhead
Brainchip is operating in the biggest megatrend today, AI microchips. But can BRN's sales gain traction before it runs out of cash?stockhead.com.au
ARM is Brainchip’s business model.In response to point 5 that is questionable and doesn’t go with the idea of leaning forward into Buisnesss. The hidden company that would stop BRN from producing silicone for Gen 2 would need to bring unbeatable value or we are shooting ourselves in the foot so to speak.
I just don't understand this constant secrecy... it feels like the entire AI industry is participating in the Intel Foundry Partner System... they all know who uses what, where... why is it so hard to speak plainly? Maybe I'm being too naive... or I'm just too down-to-earth and value clarity. PS: I don't mean that Brainchip should announce anything, but those who use Brainchip! Brainchip can only give us the information they're allowed to... the others act as if they've found the Holy Grail and fuel the volatilityARM is Brainchip’s business model.
ARM does not produce chips it sells/licences the IP.
It seems to have worked for ARM.
What if Intel wanted to add AKIDA 2.0 IP to all its CPUs to compete with Nvidia in the cloud/data centre markets?
Would this be sufficient confirmation to other companies that AKIDA 2.0 actually works or would they still need a reference chip to get them to commit and sign a contract?
The only reason Brainchip was producing an AKIDA 2.0 was as a proof of concept reference chip, not to sell chips, as Sean Hehir confirms they are first and foremost an IP company.
Of all the companies in the World best placed to apply expert knowledge to whether the AKIDA 2.0 neuromorphic offering from Brainchip is real without a reference chip Intel would have to be the best placed to do so given the long history it has of researching SNN and trying to develop Loihi.
In fact one would have to believe this understanding has already been applied in deciding to partner with Brainchip and display the partnership on stage with Pat Gelsinger.
My opinion only DYOR
Fact Finder
ARM is Brainchip’s business model.
ARM does not produce chips it sells/licences the IP.
It seems to have worked for ARM.
What if Intel wanted to add AKIDA 2.0 IP to all its CPUs to compete with Nvidia in the cloud/data centre markets?
Would this be sufficient confirmation to other companies that AKIDA 2.0 actually works or would they still need a reference chip to get them to commit and sign a contract?
The only reason Brainchip was producing an AKIDA 2.0 was as a proof of concept reference chip, not to sell chips, as Sean Hehir confirms they are first and foremost an IP company.
Of all the companies in the World best placed to apply expert knowledge to whether the AKIDA 2.0 neuromorphic offering from Brainchip is real without a reference chip Intel would have to be the best placed to do so given the long history it has of researching SNN and trying to develop Loihi.
In fact one would have to believe this understanding has already been applied in deciding to partner with Brainchip and display the partnership on stage with Pat Gelsinger.
My opinion only DYOR
Fact Finder
Thanks FF for your response it does in fact make a lot more sense come to think of it what you are saying, in reality rather than spreading oneself to thin, Intel would be our best option for mass production , finger’s crossed that is their thinking.ARM is Brainchip’s business model.
ARM does not produce chips it sells/licences the IP.
It seems to have worked for ARM.
What if Intel wanted to add AKIDA 2.0 IP to all its CPUs to compete with Nvidia in the cloud/data centre markets?
Would this be sufficient confirmation to other companies that AKIDA 2.0 actually works or would they still need a reference chip to get them to commit and sign a contract?
The only reason Brainchip was producing an AKIDA 2.0 was as a proof of concept reference chip, not to sell chips, as Sean Hehir confirms they are first and foremost an IP company.
Of all the companies in the World best placed to apply expert knowledge to whether the AKIDA 2.0 neuromorphic offering from Brainchip is real without a reference chip Intel would have to be the best placed to do so given the long history it has of researching SNN and trying to develop Loihi.
In fact one would have to believe this understanding has already been applied in deciding to partner with Brainchip and display the partnership on stage with Pat Gelsinger.
My opinion only DYOR
Fact Finder