BRN Discussion Ongoing

[Iseki]

A couple of years back Sean Hehir made a dsmissive statement that Akida 1000 should be seen as an early reference chip and the focus was going be on the later, more developed versions.

Since then Akida 1000, in chip form, has made it into Edge boxes, gone into space and looks like being our major income stream, It also goes out to universities, as chips alone or on sample boards. Good that we made a few chips up front.

Version 1500, taped out a while back, for 22nm, seems to have sunk without trace.

Version 2000 will not be made as a chip, probably because it is very expensive to make, perhaps beyond Brainchip’s resources. So we wait for potential users to be so attracted by its capability that they will fund the manufacture of their own chips, with our IP. And we wait and wait. Meanwhile the peloton closes in.

Not sure this all adds up to a convincing corporate strategy. There is a good case for physical chips to be available for early investigators and researchers, particularly if universities are seen as important cradles of understanding the full possibilities of AKIDA.

Good points. I wonder if the cost making the Akida 2000 version couldn't be offset by the increased cost (and time) of the selling IP only. i.e. offset by the increased cost of marketing, the increased time we're carrying debt, the cost of capital raising, the slide in the SP etc

 

[7für7]

Seems like some people don’t like the capital call notice… I’m sure they will find a better investment in Canada and invest their 200 dollars more promising

 

[Iseki]

View attachment 59937
View attachment 59936

Why do we need extra money for ML programmers when no one has signed a license agreement? How odd. Still, you have to admire their chutzpa a month and a half before the strike vote.

 

[Iseki]

Seems like some people don’t like the capital call notice… I’m sure they will find a better investment in Canada and invest their 200 dollars more promising

I think many posters are carrying a paper loss which they don't want to realize. Be kind.

 

[Mccabe84]

Another capital call maybe No big money coming in anytime soon.. makes you wonder if you should vote in favour of there remuneration packages

 

[7für7]

The point is that it's an agreement that comes with obligations. Yes, the timing is unfavorable before the meeting. But let's see what happens until then. That's why selling doesn't make sense. Sellers cause a lower price and then say... "oh man.. the price is going lower" pretty contradictory the actions and the cause

 

[Newk R]

Hmmmmm...One paragraph detailing the reasons and use of the capital call funds.
I'm sorry, but I would have expected a more detailed overview than this. I mean, this is a price sensitive announcement and we get one paragraph. The market has reacted accordingly.
I don't have a problem with the call itself, but when the market sees the lack of effort and detail in the announcement itself, then we can expect the worst.
Not good enough Sean......No way near good enough. I expect my investment to be treated with a little more respect.

 

[FJ-215]

Why do we need extra money for ML programmers when no one has signed a license agreement? How odd. Still, you have to admire their chutzpa a month and a half before the strike vote.

“The proceeds raised from the capital call will be used to solidify our go-to-market capabilities by
augmenting our machine learning personnel and solution architects who are necessary to support
accelerating market adoption of the Akida 2.0 IP offerings,” said BrainChip CEO Sean Hehir. “The
company will also bolster the CTO function, enabling radical innovation required to bring large
language models, multi-modal operation and other state of art AI to the edge and ensure we
remain the industry leaders in hyper-efficient Edge AI”

Opaque language. To me, it sounds like the money will go to a third party rather than hiring more staff.

 

[7für7]

Hmmmmm...One paragraph detailing the reasons and use of the capital call funds.
I'm sorry, but I would have expected a more detailed overview than this. I mean, this is a price sensitive announcement and we get one paragraph. The market has reacted accordingly.
I don't have a problem with the call itself, but when the market sees the lack of effort and detail in the announcement itself, then we can expect the worst.
Not good enough Sean......No way near good enough. I expect my investment to be treated with a little more respect.

Hmmmmm Do you mean the same respect that small investors show towards the performance of the heads of the company by constantly threatening to vote against something? Just because no money is coming in at the moment doesn't mean they're not busting their asses. Someone who is self-employed or responsible for sales, etc., knows this situation. It's easy to sit behind the computer every day watching the price, hoping it goes up, and reaping the rewards without physically, mentally, or doing anything for it. If you go to the casino, put your money in the slots, and lose, do you go to the casino boss and complain? No, because you've factored in the loss. This is not against you, it’s just my general opinion

 

[stuart888]

Not sure if this has been shared

Neuromorphic hardware for sustainable AI data centers

Adobe Acrobat

acrobat.adobe.com

https://arxiv.org/pdf/2402.02521

Awesome. Sure proves out Brainchip Akida and future versions have more Use-Cases than most thought.

It is complex per Dio, takes time, but is coming!

Akida is an event-based processor developed by BrainChip. Akida supports a wide variety of neural networks and can execute complex networks. It also supports the AXI bus for connection to CPUs, allowing custom networks not supported by Akida to be executed on the CPU. It comprises a data processing unit to preprocess input data, converting it into events, and uses an LPDDR4 interface for storing programs and parameters.

Additionally, the PCIe interface can be used to connect to other Akida chips. Akida aims to support a broad range of applications, including robotics and automation in industry, real-time sensing in automotive, vital signs prediction in on-device health monitoring, and intelligent automation in homes.

Also interesting is all the Frameworks, on the far-right column below. That is for sure going to cause a company to look at all of them before the go-to-market. Going to Space before going to Market is not bad!

For 100% sure, Brainchip is playing in a SNN arena that can win big! Confidence seems to be booming from staff, maybe they know something. Energy Savings Neuromorphic is on fire!

 

[Newk R]

Hmmmmm Do you mean the same respect that small investors show towards the performance of the heads of the company by constantly threatening to vote against something? Just because no money is coming in at the moment doesn't mean they're not busting their asses. Someone who is self-employed or responsible for sales, etc., knows this situation. It's easy to sit behind the computer every day watching the price, hoping it goes up, and reaping the rewards without physically, mentally, or doing anything for it. If you go to the casino, put your money in the slots, and lose, do you go to the casino boss and complain? No, because you've factored in the loss. This is not against you, it’s just my general opinion

I'm sorry, but you must be replying to someone else's post.

1) Where is my threat to vote against something?
2) I do own my own business, am responsible for sales. I do know the situation.
3) See my comment "I don't have a problem with the call itself"
4) I am smart enough to not go to the casino and gamble.

I do have a problem with a price sensitive announcement having a one paragraph explanation...a big problem.

Please read my posts thoroughly before responding.

Thank you

 

[toasty]

In the absence of a concrete announcement concerning commercial progress, the SP will continue to drift IMO. An announcement like this morning's will feed into that...............

 

[supersonic001]

https://lnkd.in/g5RssDdz | EDGE AI FOUNDATION

https://lnkd.in/g5RssDdz

www.linkedin.com

Might be an oldie but thx Tony

 

[buena suerte :-)]

Awesome. Sure proves out Brainchip Akida and future versions have more Use-Cases than most thought.

It is complex per Dio, takes time, but is coming!

Akida is an event-based processor developed by BrainChip. Akida supports a wide variety of neural networks and can execute complex networks. It also supports the AXI bus for connection to CPUs, allowing custom networks not supported by Akida to be executed on the CPU. It comprises a data processing unit to preprocess input data, converting it into events, and uses an LPDDR4 interface for storing programs and parameters.

Additionally, the PCIe interface can be used to connect to other Akida chips. Akida aims to support a broad range of applications, including robotics and automation in industry, real-time sensing in automotive, vital signs prediction in on-device health monitoring, and intelligent automation in homes.

Also interesting is all the Frameworks, on the far-right column below. That is for sure going to cause a company to look at all of them before the go-to-market. Going to Space before going to Market is not bad!

For 100% sure, Brainchip is playing in a SNN arena that can win big! Confidence seems to be booming from staff, maybe they know something. Energy Savings Neuromorphic is on fire!

View attachment 59938

Long time no see!......Good to see you back @stuart888

 

[7für7]

I'm sorry, but you must be replying to someone else's post.

1) Where is my threat to vote against something?
2) I do own my own business, am responsible for sales. I do know the situation.
3) See my comment "I don't have a problem with the call itself"
4) I am smart enough to not go to the casino and gamble.

I do have a problem with a price sensitive announcement having a one paragraph explanation...a big problem.

Please read my posts thoroughly before responding.

Thank you

Maybe you better read my last sentence before overreacting. You post something and someone reacts on this. It’s very common in a forum.

 

[AARONASX]

I feel like this is a modern day Willy Wonka! they say they're busy, the light are on but nothing reasonable comes out for years... We're all waiting for the golden ticket. So until then everyone will speculate and make up wild theory's. Take yesterday with Rob of example that got out of hand fast.

Simple updates, tracking on progress, would do wonders without breaking any NDAs. IMO

 

[Newk R]

Maybe you better read my last sentence before overreacting. You post something and someone reacts on this. It’s very common in a forum.

I'm sorry, but your last sentence does not mitigate your post. You could have made your comment as a stand alone post and I would probably have agreed with you. However, you chose to put your comments in a reply to my post.

Best move on now.

Cheers

 

[7für7]

I'm sorry, but your last sentence does not mitigate your post. You could have made your comment as a stand alone post and I would probably have agreed with you. However, you chose to put your comments in a reply to my post.

Best move on now.

Cheers

Deal with it if someone quotes your post. And come down. You take it to personal. This getting ridiculous. And now move on or ignor me thanks

 

[Diogenese]

“The proceeds raised from the capital call will be used to solidify our go-to-market capabilities by
augmenting our machine learning personnel and solution architects who are necessary to support
accelerating market adoption of the Akida 2.0 IP offerings,” said BrainChip CEO Sean Hehir. “The
company will also bolster the CTO function, enabling radical innovation required to bring large
language models, multi-modal operation and other state of art AI to the edge and ensure we
remain the industry leaders in hyper-efficient Edge AI”

Opaque language. To me, it sounds like the money will go to a third party rather than hiring more staff.

"augmenting our machine learning personnel and solution architects"

They get extra doughnuts at morning tea.

 

[Getupthere]

Hmmmmm Do you mean the same respect that small investors show towards the performance of the heads of the company by constantly threatening to vote against something? Just because no money is coming in at the moment doesn't mean they're not busting their asses. Someone who is self-employed or responsible for sales, etc., knows this situation. It's easy to sit behind the computer every day watching the price, hoping it goes up, and reaping the rewards without physically, mentally, or doing anything for it. If you go to the casino, put your money in the slots, and lose, do you go to the casino boss and complain? No, because you've factored in the loss. This is not against you, it’s just my general opinion

You show lack of respect for long term shareholders who have opinions on what they think is a pass or a fail for the past 12 months.

People are investing into a company not in a slot machine.

Clearly the place for you is crown and not investing in a company.

RED or BLACK?