BRN Discussion Ongoing

Bravo

If ARM was an arm, BRN would be its biceps💪!
Does anyone else reckon that Competitor 1 on the slide is Qualcomm?

Surely they're not going to bypass the opportunity to add "on-chip learning" to their suite of capabilities, particularly if they want to rule the edge.


View attachment 58150


Competitor 2 doesn't have much going for it.
 
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ndefries

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manny100

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rgupta

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Hi rgupta

I don’t know the answer. Just like the share price Qualcomm will do what Qualcomm will do.

If I was running Qualcomm building an anti blur mobile phone camera using a product from Prophesee without an exclusive license I would announce as late as possible to make it hard for Apple to catch up. I would probably wait until the first new product launch at least.

My opinion only DYOR
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My guestimates are
1.Qualcomm is there with Mercedes.
2. Qualcomm is one of the biggest player in mobile chips.
3. Qualcomm is a big customer of arm
That means by no way 1.Qualcomm will not be aware of brainchip.
2. Brainchip is targeting the edge and Qualcomm have a good presence there.
3. Qualcomm should be very quick to assess brainchip products.
4. Qualcomm may decided to ramain a competitor to brainchip or they may join forces under an NDA.
Now when our biggest competitor Intel join forces with us how far Qualcomm remain behind here!!
To me Qualcomm position with brainchip is very important for the entire market and when it will be clear to the market it may be a big news.
 
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Wouldn't mind finding our what his conclusion was on his evaluation when working with Ford :unsure:

Just finished with them in Dec and now gone into AI consulting. Hopefully takes his Akida & MetaTF learning with him to whoever he consults for next :)



Royal Huang​

AI Consultant | Data Scientist | ML Engineer @AI Consulting​


As an accomplished data scientist and AI researcher, I have spent over a couple decades in the tech industry, with a rich history of working with startups, venturing into uncharted territories, pushing boundaries, innovating, and turning ideas into reality. My expertise in AI/ML and data science covers domains such as medical diagnostic imaging, biometrics, bioinformatics, ad tech, industrial IoT, connect vehicles, ASIC, quantum compute, neuromorphic, compute, edge compute, and other emerging technologies.


Ford Motor CompanySenior Data Scientist

Jan. 2019 - Dec. 2023Ford Greenfield Labs, Palo Alto, California

High achiever of the Enterprise Architecture/Emerging Technologies team accomplished a wide range of AI applications, PoC’s and projects collaborating with many teams across global Ford organization such as Ford Mobility, Ford Credit, Ford Performance, Global Data Insights & Analytics, Model e, etc., solving challenging problems with data science and AI/ML. Received several innovation recognition and awards for “Built Ford Tough”. Key contributions: - AI Enablement: part of the initial conception and PoC leadership team in the creation of Ford’s proprietary Mach1ML platform (https://github.com/ford-mach1ml) for democratizing AI/ML for data preparation, model development, training, evaluation, deployment, monitoring and explainability with CI/CD pipeline and MLOps tools. - Last Mile Delivery Optimization (https://smartdesignworldwide.com/projects/ford-last-mile/): solved complex VRP optimization and scalability problem. - SPIN (scooters) AI edge computer vision PoC project for micromobility safety and ASIC product evaluation. - Quantum Compute PoC’s solving intractable combinatorial optimization problems and evaluated Azure Quantum, D-Wave Quantum Hybrid Solver, Fujitsu Quantum-Inspired Digital Annealer, and other cloud-based quantum computing platforms. - Neuromorphic Compute PoC’s solving edge compute and robotic use cases. Evaluated a number of neuromorphic hardware like Loihi and Akida, and open-source neuromorphic and SNN frameworks like Nengo, Lava, MetaTF, etc. Member of the Intel Neuromorphic Research Community (INRC). - Predictive QoS 5G PoC with AI/ML models for connected vehicles communication and other applications. - Ford BlueCruise customer (NLP) sentiment analysis. - Ford Vehicle Data Command Center Analytics and Dashboard creating daily insights for Model e executives to make decisions.
 
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IloveLamp

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Actually it looks like Competitor 1 is Intel, if the previous chart is anything to go by. How come Qualcomm has never been on any of our competitor charts?


View attachment 58152
I have posed the same question in the past @Bravo

Perhaps it is part of an NDA that BRN signed that prohibits them from mentioning Qualcomm in any form? Just a thought

I for one think the fact Qualcomm has never been mentioned as a competitor, even though their recent claims suggest they should be, leaves me with a most comfortable feeling.....


uq8Lggl.gif


My opinion only. Dyor

EDIT: P.S

The same could be said for APPLE and SAMSUNG...........
 
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Diogenese

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Hello chippers,
I have been trying to understand one thing that I hope you clever people can help me with. Sean has said that it takes around 3-4 years for a IP customer to put a new product to market with our IP (from memory). Renesas and megachips signed IP contracts some years ago so hopefully they are soon ready with a product that will provide us with royalties. But what about all other eco system partners and early adopters. Are we expecting a IP license agreement from all these early adopters and partners and then 3-4 years from the signed contract untill a commercial royalty bearing product is ready?
Sorry if this has already been discussed.
One thing to remember is that several of our early engagements are joint developments rather than licences. For example, our Valeo relationship is a joint development. The development will proceed in a "commercial-in-confidence" basis until it's commercialized. A JD would not necessarily attract a licence fee, just a share of profit. So I'm hoping that Scala 3, due out soon, will include Akida.

Other JD partners include:
nViso
Edge impulse
Prophesee
SiFive
Socionext


... and of course there are the other 100+ NDAs.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
I have posed the same question in the past @Bravo

I for one think the fact Qualcomm has never been mentioned as a competitor, even though their recent claims suggest they should be, leaves me with a most comfortable feeling.....

View attachment 58155

My opinion only. Dyor

Oh, don't worry @IloveLamp! I'm picking up what your putting down!

200.gif
 
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manny100

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Does anyone else reckon that Competitor 1 on the slide is Qualcomm?

Surely they're not going to bypass the opportunity to add "on-chip learning" to their suite of capabilities, particularly if they want to rule the edge.


View attachment 58150
Best i can do from an old presentation:
 

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Diogenese

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Bravo

If ARM was an arm, BRN would be its biceps💪!
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manny100

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Ok, if its not AKIDA that is the event based/power saving Neuromorphic AI that Prophesee is supplying to Qualcomm for the Snapdragon then who is it???/
 
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IloveLamp

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Ok, if its not AKIDA that is the event based/power saving Neuromorphic AI that Prophesee is supplying to Qualcomm for the Snapdragon then who is it???/
Prophesee has their own Neuromorphic ip, although i believe ours is superior hense why they partnered with us.......


So it is possible it excludes us without including anyone else........but i like our chances

Prophesee has also never been mentioned by the company as a competitor either..........

That is my understanding
 
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My guestimates are
1.Qualcomm is there with Mercedes.
2. Qualcomm is one of the biggest player in mobile chips.
3. Qualcomm is a big customer of arm
That means by no way 1.Qualcomm will not be aware of brainchip.
2. Brainchip is targeting the edge and Qualcomm have a good presence there.
3. Qualcomm should be very quick to assess brainchip products.
4. Qualcomm may decided to ramain a competitor to brainchip or they may join forces under an NDA.
Now when our biggest competitor Intel join forces with us how far Qualcomm remain behind here!!
To me Qualcomm position with brainchip is very important for the entire market and when it will be clear to the market it may be a big news.
Hi rgupta
If we go back to last year when some details about the Qualcomm Mercedes engagement was announced I suggested that it did not in anyway justify the belief that Mercedes had abandoned AKIDA in favour of Snapdragon.

I agree it is completely illogical to believe that Qualcomm does not have a deep understanding of Brainchip's AKIDA technology. At the very least the mutual engagement with Mercedes Benz would have force feed that understanding to Qualcomm.

When this debate concerning the merits of AKIDA v Snapdragon is had here and at HC it has by far been a debate about the merits of AKD1000 and the Qualcomm claims regarding Snapdragon's latest version/s. The reality in assessing Qualcomm's merit as a competitor in my opinion should be with respect to AKIDA 2.0 because this is Brainchip's current leading technology and Snapdragon's latest version/s are Qualcomm's leading technology in this space.

When you compare these two technologies Snapdragon still remains five years behind.

By the way loyal Peter van der Made supporters of which I am one do not think that I am in anyway disparaging the AKD1000 achievement. Remember Peter van der Made had/has a vision and it is AGI by around 2030 and Sean Hehir CEO has a plan where every 12 to 18 months a further technology step towards that destination will be commercialised. AKD1000 will always have an important historical place in the development of Brainchip the company.

To be clear my first post was a reply to @charles2 's post requesting clarification with regards to Prophesee and Branchip. I gave him in answer what I believe are indisputable propositions based upon actual knowledge of the state of play. Nothing more nothing less.

If you want speculation then my speculation is that Qualcomm just like NASA, DARPA, ARM, SiFive, Intel and Tata cannot afford to neglect consideration of AKIDA 2.0 with TENNS and ViT.

My opinion only DYOR
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IloveLamp

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Hi rgupta
If we go back to last year when some details about the Qualcomm Mercedes engagement was announced I suggested that it did not in anyway justify the belief that Mercedes had abandoned AKIDA in favour of Snapdragon.

I agree it is completely illogical to believe that Qualcomm does not have a deep understanding of Brainchip's AKIDA technology. At the very least the mutual engagement with Mercedes Benz would have force feed that understanding to Qualcomm.

When this debate concerning the merits of AKIDA v Snapdragon is had here and at HC it has by far been a debate about the merits of AKD1000 and the Qualcomm claims regarding Snapdragon's latest version/s. The reality in assessing Qualcomm's merit as a competitor in my opinion should be with respect to AKIDA 2.0 because this is Brainchip's current leading technology and Snapdragon's latest version/s are Qualcomm's leading technology in this space.

When you compare these two technologies Snapdragon still remains five years behind.

By the way loyal Peter van der Made supporters of which I am one do not think that I am in anyway disparaging the AKD1000 achievement. Remember Peter van der Made had/has a vision and it is AGI by around 2030 and Sean Hehir CEO has a plan where every 12 to 18 months a further technology step towards that destination will be commercialised. AKD1000 will always have an important historical place in the development of Brainchip the company.

To be clear my first post was a reply to @charles2 's post requesting clarification with regards to Prophesee and Branchip. I gave him in answer what I believe are indisputable propositions based upon actual knowledge of the state of play. Nothing more nothing less.

If you want speculation then my speculation is that Qualcomm just like NASA, DARPA, ARM, SiFive, Intel and Tata cannot afford to neglect consideration of AKIDA 2.0 with TENNS and ViT.

My opinion only DYOR
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AdmiredShallowHyracotherium-size_restricted.gif
 
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Diogenese

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We are partners with Prophesee. Any chance AKIDA is involved with the new Qualcomm Snapdragon or maybe the one after.
Prophessee are supplying a chip for Qualcomm. " Vision firm Prophesee has announced a new collaboration that will see its neuromorphic Metavision sensors optimised for use with Qualcomm’s Snapdragon mobile platforms."
BRN Partnership June14th 2022:
" “We’ve successfully ported the data from Prophesee’s neuromorphic-based camera sensor to process inference on Akida with impressive performance,” said Anil Mankar, Co-Founder and CDO of BrainChip. “This combination of intelligent vision sensors with Akida’s ability to process data with unparalleled efficiency, precision and economy of energy at the point of acquisition truly advances state-of-the-art AI enablement and offers manufacturers a ready-to-implement solution.”
Is AKIDA in the new Snapdragon described in your post?
At a presentation last year by Sean last year when talking about Tech partnerships and how we need to show our AKIDA works well with any processors etc our clients use (that is why we embedded with ARM) he said:
" a customer buys a Prophesee camera they want to know Branchip works well with them"
Not sure whether this was just a qiup or an unintentional slip of the tongue given NDA??
In any case Prophesee have been working with the AKIDA chip for almost 2 years - and it works.
I am not sure of any other event based/power saving Neuromorphic AI companies are advanced enough to have gone this far.
According to Sean at the recent presentation we are streets ahead of the competition.
Akida is capable of image classification. The deblurring feature of Prophesee/Qualcomm/Sony does not require classification.

This Prophesee patent application described merging DVS with frame camera image. Its's about time shifting the frames to eliminate blur.

Prophesee DVS Frame Camera

US2022329771A1 METHOD OF PIXEL-BY-PIXEL REGISTRATION OF AN EVENT CAMERA TO A FRAME CAMERA 20210402

A method for registering pixels provided in a pixel event stream comprising: acquiring image frames from a frame-based camera, each image frame being generated using an exposure period; generating a first point matrix from one or more of the image frames, the first point matrix being associated with an acquisition period of the image frames; acquiring a pixel event stream generated during the acquisition period; generating a second point matrix from pixel events of the pixel event stream, occurring during the acquisition period of the first point matrix; computing a correlation scoring function applied to at least a part of the points of the first and second point matrices, and estimating respective positions of points of the second point matrix in the first point matrix, due to depths of the points of the first point matrix related to the second point matrix, by maximizing the correlation scoring function.


1709174718991.png
 
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Diogenese

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I have posed the same question in the past @Bravo

Perhaps it is part of an NDA that BRN signed that prohibits them from mentioning Qualcomm in any form? Just a thought

I for one think the fact Qualcomm has never been mentioned as a competitor, even though their recent claims suggest they should be, leaves me with a most comfortable feeling.....


View attachment 58155

My opinion only. Dyor

EDIT: P.S

The same could be said for APPLE and SAMSUNG...........
Hi ILL,

That comforting feeling drops away as the temperature drops.
 
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