BRN Discussion Ongoing

[Esq.111]

love it , my apologies Esq I hadn’t undated this one and will use the scroll moving forward.
I appreciate your efforts Thankyou.

Morning Smoothsailing ,

THE BRAINCHIP SCROLL is compiled from Fact Finder's last list , together with all the confirmed engagements found by Super Slouthes here .

If a savvy chipper could maintain a clear , neatly typed up log would be great.

Regards,
Esq.

 

[jtardif999]

I think people need to take a step back and stop the bias thinking and bashing of people who post concerns. If the concerns are real, not just down ramping for the sake of it, then they should be aired and considered. For those that have run a business and been in sales and marketing I ask you this. Do you believe that after the AKIDA 1.0, 1.5, and 2.0 have been released that the sales people have hit their targets this year? Do you believe that Sean has hit his selling targets (if indeed he has them as CEO.) Do you believe that the company in 2022 reached it's targets, in 2023 reached it's targets and so far in 2024? So really if we don't hold the company and it's BOD responsible, then who is? I'm not saying we sack anyone I'm not saying the company is dead in the water, I'm saying, if you don't hit targets for years in a row then you should not be rewarded. TBH I don't know what the answer here is, but the fact that we are only allowed to join dots and live in the fairytale world of Nvida, Intel, Arm and Mercedes stops any real discussing in things that are relevant and are a concern. Any negative chat is aggressively 'whack a moled' and discussing it is OFF LIMITS. Time for some to grow up and let all debate take place or otherwise we do end up being just an echo chamber of flowers and free love

They are not selling toasters.

 

[Hoohoo]

Morning Smoothsailing ,

THE BRAINCHIP SCROLL is compiled from Fact Finder's last list , together with all the confirmed engagements found by Super Slouthes here .

If a savvy chipper could maintain a clear , neatly typed up log would be great.

Regards,
Esq.

There are 78 listed here:

Brainchip Akida Ecosystem

Brainchip Akida Ecosystem Technology Partners, IP Licensees, Enablement Partners, Implementation, Collaborating, Using Brainchip, Engagements and Speculation Technology Partners 1 Arm BrainChip Joins Arm AI Partner Program 2 Intel Foundry Services BrainChip Joins Intel Foundry...

thestockexchange.com.au

 

[jtardif999]

... and we have several active partnerships, which, unlike licences, do not attract an initial licence fee.

We have learnt a hard lesson about the length of time it takes to incorporate a radical new technology, and the business model we have chosen adds to that duration.
We should start to see some income from the Edge Box in the near term as that does not depend on designing and making new chips - we just use the ones we prepared before.

I have to concede that, now Valeo has released details of Scala 3, there is no mention of Akida.

However, the publicity does refer to AI capabilities which Akida is capable of delivering, although the publicity refers to "software modules":

Valeo SCALA™ 3 LiDAR receives prestigious CES 2024 Innovation Award | Valeo

Valeo SCALA™ 3 LiDAR (Light Detection & Ranging) receives prestigious CES 2024 Innovation Award

Valeo is proud to announce that our SCALA™ 3 LiDAR is a CES 2024 Innovation Award honoree in the category "Vehicle Tech & Advanced Mobility"

www.valeo.com

"In addition to its hardware capabilities, Valeo SCALA™ 3 comes with a suite of software modules, including perception and artificial intelligence based algorithms. Its LiDAR functions guarantee unparalleled safety and reliability through blockage detection, rain and spray detection, online calibration or misalignment detection. It will be able to identify objects, such as a tire, left on an unlit black asphalt road more than 150 meters ahead with unique detection performance compared to cameras and radars. It also identifies, classifies and tracks objects, giving the car fusion system the full 3D mapping around the car, and finally making autonomous driving possible. These software modules can easily be embedded on major SoC platforms, and run on dedicated ECUs or domain controllers."

So, according to the press release, the Scala 3 lidar transmitter/receiver unit does not include the AI/NN.

Instead it is adapted to cooperate with AI/NN capabilities incorporated in the vehicle control unit (VCU). To that end, Valeo actually provides software modules which can be installed on the VCU.

So now I'm speculating as to how Akida can be incorporated with Scala 3 commercially.

One way would be for the VCU manufacturers to incorporate Akida IP with their processors, but this may take some time.

We know that running vanilla software CNNs is compute heavy.

So would it be possible that the "software modules" incorporate the Akida simulator for inference and learning since we have been working in partnership with Valeo for some years?

This would be a speedier road to market than waiting for the VCU manufacturers to incorporate Akida IP. The simulation software is protected by copyright, so a commercial use would require payment.

So the question is, do the Valeo software modules incorporate Akida simulation software? One advantage of this would be that it would provide a shortcut to getting Akida 2 into action.

The original 2020 press release about the Valeo/Brainchip partnership said:

"In a statement to the market this morning, BrainChip said Valeo will utilise Akida and collaborate on the development of neural network processing solutions, for integration in autonomous vehicles (AVs)."

So is that a disjunctive "and" which would mean that the collaboration on the development of NN processing solutions would be a separate item from using Akida?

It is certain that Valeo would have been playing around with the Akida 1000 simulator and the Akida 2 simulator, and the Akida 2 simulator would be the most efficient software available for processing the lidar data.

Yes, if I remember from around the 2018/19 mark LDN mention maybe in a webinar that Akida in software could potentially be used, that there may be cases where it makes more sense to utilise it in software form.

 

[Smoothsailing]

Morning Smoothsailing ,

THE BRAINCHIP SCROLL is compiled from Fact Finder's last list , together with all the confirmed engagements found by Super Slouthes here .

If a savvy chipper could maintain a clear , neatly typed up log would be great.

Regards,
Esq.

Great idea, unfortunately that isn’t in my wheel house, paint your house or sail you to a foreign land tho

 

[MDhere]

Morning Smoothsailing ,

THE BRAINCHIP SCROLL is compiled from Fact Finder's last list , together with all the confirmed engagements found by Super Slouthes here .

If a savvy chipper could maintain a clear , neatly typed up log would be great.

Regards,
Esq.

nah i like your handwritten scroll

 

[Getupthere]

I think people need to take a step back and stop the bias thinking and bashing of people who post concerns. If the concerns are real, not just down ramping for the sake of it, then they should be aired and considered. For those that have run a business and been in sales and marketing I ask you this. Do you believe that after the AKIDA 1.0, 1.5, and 2.0 have been released that the sales people have hit their targets this year? Do you believe that Sean has hit his selling targets (if indeed he has them as CEO.) Do you believe that the company in 2022 reached its targets, in 2023 reached its targets and so far in 2024? So really if we don't hold the company and it's BOD responsible, then who is? I'm not saying we sack anyone I'm not saying the company is dead in the water, I'm saying, if you don't hit targets for years in a row then you should not be rewarded. TBH I don't know what the answer here is, but the fact that we are only allowed to join dots and live in the fairytale world of Nvida, Intel, Arm and Mercedes stops any real discussing in things that are relevant and are a concern. Any negative chat is aggressively 'whack a moled' and discussing it is OFF LIMITS. Time for some to grow up and let all debate take place or otherwise we do end up being just an echo chamber of flowers and free love

Great post Shutza!

Company gets rewarded
Shareholders get rewarded
Management get rewarded.

This should the mind set of all company’s.

Not a boys club where everyone stacks up bonus shares yearly then leave for the next management to do the hard yards.

 

[Boab]

I think people need to take a step back and stop the bias thinking and bashing of people who post concerns. If the concerns are real, not just down ramping for the sake of it, then they should be aired and considered. For those that have run a business and been in sales and marketing I ask you this. Do you believe that after the AKIDA 1.0, 1.5, and 2.0 have been released that the sales people have hit their targets this year? Do you believe that Sean has hit his selling targets (if indeed he has them as CEO.) Do you believe that the company in 2022 reached it's targets, in 2023 reached it's targets and so far in 2024? So really if we don't hold the company and it's BOD responsible, then who is? I'm not saying we sack anyone I'm not saying the company is dead in the water, I'm saying, if you don't hit targets for years in a row then you should not be rewarded. TBH I don't know what the answer here is, but the fact that we are only allowed to join dots and live in the fairytale world of Nvida, Intel, Arm and Mercedes stops any real discussing in things that are relevant and are a concern. Any negative chat is aggressively 'whack a moled' and discussing it is OFF LIMITS. Time for some to grow up and let all debate take place or otherwise we do end up being just an echo chamber of flowers and free love

You say
"I'm saying, if you don't hit targets for years in a row then you should not be rewarded."

Here is part of the chairmans address from last years AGM. It is clear that employees are not being rewarded if targets are not met.
"Mitigate payments if metrics are not met"

Give it a rest please @skutza

 

[skutza]

They are not selling toasters.

You're correct, not toasters, not ovens, what are they selling? Please show me. Evidence, not dot joining

If you could instead of pretending to be a know it all smart ass, insinuating I have no idea what they do and what they sell and how hard it is, why don't you enlighten me so I understand instead that rubbish? I asked that we have a conversation and peoples thoughts, you come up with that. I've already said that I am unsure of what the expectations should be. I know that if the agents I work with don't send me clients in the previous 12 months I don't renew their contracts. They only get rewarded with a contract once they introduce new clients. I'm not going to keep wasting my time and money on people that can't deliver.

I am 99% sure if we went back in time, 3 years and said this is where would will be in 2024, I think quite a few would be disappointed. The CEO's own words suggested we would be much further down the road than we are today. So we just say, oh well it takes time. Pantene people. So yeah lets discuss it. They're not selling toasters, explain the whole thought in that statement. And, what timeframe do you believe is acceptable?

Go back to HC and see what peoples thoughts were about 2022, 2023 and now 2024. Go back on this site to the last AGM and look at peoples expectations. But god forbid if we were to hold the BOD responsible for those "not achieved expectation" GO BACK TO HC YOU DOWNRAMPER!" lol.

 

[skutza]

You say
"I'm saying, if you don't hit targets for years in a row then you should not be rewarded."

Here is part of the chairmans address from last years AGM. It is clear that employees are not being rewarded if targets are not met.
"Mitigate payments if metrics are not met"

Give it a rest please @skutza

View attachment 59767

Again, great, at least we are discussing. So my question to you, what are your thoughts on what is acceptable from here? CEO's love to talk, love to say we are doing this and doing that, the challenges, but won't actually tell you what the metrics are, that's all inside the company not for SH to know. . The man is paid well, and so he should be if he can get the job done. But what are your thoughts on this. What year is good for you, 2030? Well if thats the case, great, well done for you. I would have thought being an market in love with AI, we'd see better results to this point. As I said, many kicking the tyres, looking in side and willing to partner up with us, just in case there is something in it for them?

I don't won't to see another strike against the company, in fact my posts are for it not to happen, how? By opening up discussions and talking about it, not sweeping it under the carpet for all to make their own minds up. Lets talk all aspects of the company, not just the fluffy stuff that makes us all feel good.

We can all post back at me and say, give it a rest, shut up @skutza, oh look at the downramper. Or we can talk like adults and have meaningful discussion. Up to all of us.

 

[MDhere]

nah i like your handwritten scroll

ummm @Esq.111 maybe we are up to no. 63......NURJANA TECHNOLOGIES with Cecilia Pisano is remarkably pro Brainchip! Maybe not an addition to scroll as I can't link any specific works but still find it intriguing and a good fit.
I was looking up stuff about "software modules" as @Diogenese has me intrigued with these two words and somehow i landed on a post that Cecilia made 6 months ago and since then her linkedin has lost of Brainchip reposts and stories.
Apologies if Nurjana Technologies and Cecilia has already emerged.
The more i search the more my mind explodes lol

Edit: just saw that @Fullmoonfever mentioned her on the 16th sorry missed that post

 

[7für7]

I think people need to take a step back and stop the bias thinking and bashing of people who post concerns. If the concerns are real, not just down ramping for the sake of it, then they should be aired and considered. For those that have run a business and been in sales and marketing I ask you this. Do you believe that after the AKIDA 1.0, 1.5, and 2.0 have been released that the sales people have hit their targets this year? Do you believe that Sean has hit his selling targets (if indeed he has them as CEO.) Do you believe that the company in 2022 reached it's targets, in 2023 reached it's targets and so far in 2024? So really if we don't hold the company and it's BOD responsible, then who is? I'm not saying we sack anyone I'm not saying the company is dead in the water, I'm saying, if you don't hit targets for years in a row then you should not be rewarded. TBH I don't know what the answer here is, but the fact that we are only allowed to join dots and live in the fairytale world of Nvida, Intel, Arm and Mercedes stops any real discussing in things that are relevant and are a concern. Any negative chat is aggressively 'whack a moled' and discussing it is OFF LIMITS. Time for some to grow up and let all debate take place or otherwise we do end up being just an echo chamber of flowers and free love

The question is more about the purpose of your initiated discussion. What benefit should this have? Are you trying to influence someone to have the same view as you? And if so, why? What is the purpose of this discussion? Why should we provide you with any facts about sold licenses or "products"? We have often said that we ourselves will only see how it is financially going based on the numbers. This can take up to three years! Do you have patience or not is the question ... Why do you turn to the users here? You are obviously dissatisfied, but that seems to be your personal problem. I am not interested in the problems of anonymous people. Just my opinion. Your long postings show me some hysterical touch to be honest

 

[Diogenese]

ummm @Esq.111 maybe we are up to no. 63......NURJANA TECHNOLOGIES with Cecilia Pisano is remarkably pro Brainchip! Maybe not an addition to scroll as I can't link any specific works but still find it intriguing and a good fit.
I was looking up stuff about "software modules" as @Diogenese has me intrigued with these two words and somehow i landed on a post that Cecilia made 6 months ago and since then her linkedin has lost of Brainchip reposts and stories.
Apologies if Nurjana Technologies and Cecilia has already emerged.
The more i search the more my mind explodes lol

Edit: just saw that @Fullmoonfever mentioned her on the 16th sorry missed that post

Hi MD,

"Software module" - think "app". These are self-contained computer programs which can co-operate with other software to perform a particular function.

 

[HopalongPetrovski]

Again, great, at least we are discussing. So my question to you, what are your thoughts on what is acceptable from here? CEO's love to talk, love to say we are doing this and doing that, the challenges, but won't actually tell you what the metrics are, that's all inside the company not for SH to know. . The man is paid well, and so he should be if he can get the job done. But what are your thoughts on this. What year is good for you, 2030? Well if thats the case, great, well done for you. I would have thought being an market in love with AI, we'd see better results to this point. As I said, many kicking the tyres, looking in side and willing to partner up with us, just in case there is something in it for them?

I don't won't to see another strike against the company, in fact my posts are for it not to happen, how? By opening up discussions and talking about it, not sweeping it under the carpet for all to make their own minds up. Lets talk all aspects of the company, not just the fluffy stuff that makes us all feel good.

We can all post back at me and say, give it a rest, shut up @skutza, oh look at the downramper. Or we can talk like adults and have meaningful discussion. Up to all of us.

Hi Skutza.
In my opinion you have a valid position and I think most of us here would have preferred earlier evidence of traction and revenue and more signed contracts already.
It is indeed frustrating just how long it's all taking and many of us assumed we would have been further progressed by now.

For many, until we have tangible results in the form of contracts and revenue and the concomitant increasing share price that should induce, there will be an element of doubt about the Companies viability, our products usefulness and/or our current managements ability to succeed.
All these factors are discussed and used as ammunition by both the yay and nay sayer's.

However, none of us, who are not privy to the actual situational awareness of an employee of the company, can ever really know just "where we are at", at any given point in time.

For all you or I know, they may have 15 contracts in various stages of negotiation in the hands of lawyers as we speak.
Some of them may be revealed tomorrow, or in six months time or they maybe still 12 to 18 months away from being revealed.
From the outside, trying to look in, we can only speculate.

The whole field is evolving rapidly and what we are offering is merely a component whose utility and worth is still being evaluated by current real world users.
It appears the properties and expertise of our product should find a place in some "initially" niche areas at the edge (notably space), but it may turn out that our "killer app" is still a gleam in some inventors eye currently studying both Akida and the larger field at one of our University partnerships.
None of us can ever really "know" this.
Some "dots" will turn to dust and others like a searching axons tendril may snag our Moby Dick.

I guess what I'm saying is, that we as investors, are unfortunately, always going to be somewhat "in the dark" when it comes to the hard data we would wish to have access to in helping us in making our individual determinations to Buy, Hold or Sell, and that ultimately we rely upon our management and our BOD's to run the show on our behalf.

For each of us, our investment here will have differing repercussions according to our individual circumstances and must be evaluated accordingly, along with our judgement of our managements competence and ability to both steer and build our company.

So, whilst apparently, we have not at this stage achieved sufficiently desired results, are you satisfied with the known strategy in place, building out the ecosystem and partnerships with other known players in the field?
Given that this moves much of the determination of product release dates to other Company's decision maker's and the shrouding of much of our combined activities behind NDA's, just what timeframes are acceptable to you, personally?

These are all valid questions that will vary from one individual investor to another, each according to their appetite for risk versus their savouring of reward.
Until, and if, we reach that point of "knowing" we are all just guessing and the weight we allow lists and icebergs is not fixed by any authority in stone.
Personally, I'm still on the bus, but I will admit to being not quite so one eyed as in the past.
But hey, you do you.

 

[Getupthere]

The question is more about the purpose of your initiated discussion. What benefit should this have? Are you trying to influence someone to have the same view as you? And if so, why? What is the purpose of this discussion? Why should we provide you with any facts about sold licenses or "products"? We have often said that we ourselves will only see how it is financially going based on the numbers. This can take up to three years! Do you have patience or not is the question ... Why do you turn to the users here? You are obviously dissatisfied, but that seems to be your personal problem. I am not interested in the problems of anonymous people. Just my opinion. Your long postings show me some hysterical touch to be honest

“We have often said that we ourselves will only see how it is financially going based on the numbers. This can take up to three years!”

That’s right it can take up to 3 years.

the problem is that you need to start with IP license first.

If you don’t like his opinion then skip over his post and worry about your own opinion.

 

[Tels61]

Hi Hopalong, That was a very sound, intelligent, "mature" response, and demonstrates the quality and format that this forum should consist of instead of this mindless bickering and childish responses, when somebody feels personally aggrieved because somebody else dared to have an alternative view/opinion. Please lets try and conduct ourselves as adults.

 

[7für7]

“We have often said that we ourselves will only see how it is financially going based on the numbers. This can take up to three years!”

That’s right it can take up to 3 years.

the problem is that you need to start with IP license first.

If you don’t like his opinion then skip over his post and worry about your own opinion.

If someone post something in a forum, and say he want to open a discussion to all, I have the right to respond with my point of view. I didn’t talk to you so, if you don’t like my response, just skip over my post and worry about your own opinion

 

[Bravo]

Intel and Arm Reach Agreement on Startup Initiative Supporting AI Growth​

By
AARON MCDADE

Published March 22, 2024

Bloomberg / Contributor / Getty Images

KEY TAKEAWAYS​

• Intel and Arm announced an agreement Friday to collaborate on an initiative providing financial, manufacturing, and intellectual property support to startups.
• The companies suggested the move could help propel AI innovation.
• As competition in the AI space heats up, Arm, Intel, and other key players such as Nvidia have invested significantly in startups.

Intel (INTC) and chip designer Arm (ARM) said Friday the companies finalized an agreement to collaborate on an initiative providing financial, intellectual property (IP), and manufacturing support to startups.

The collaboration, called the Emerging Business Initiative, was first announced at last month's Intel Foundry conference and builds on a partnership established last April, in a move the companies suggested could help propel innovation in artificial intelligence (AI).1

"Startups play a crucial role in bringing the great promise of transformations like AI to reality. The Emerging Business Initiative provides a path for new companies to leverage leading-edge Arm-based SoCs and Intel Foundry’s global manufacturing capabilities to make their ideas real,” Intel Senior Vice President and General Manager of Foundry Services Stuart Pann said in a release.

Arm and Intel have both benefitted from booming demand for AI, and as competition in the space heats up, they along with other key players such as Nvidia (NVDA) have invested significantly in startups as part of their efforts to strengthen their positions as new technology develops rapidly.2

Intel shares finished 0.4% higher at $42.57 Friday, while Arm shares gained 0.4% to $134.15. Shares of Intel have surged about 46% over the last 12 months, and Arm shares have more than doubled in value since the company went public in September.

Intel and Arm Reach Agreement on Startup Initiative Supporting AI Growth

Intel and Arm reached an agreement Friday to collaborate on an initiative providing support to startups, in a move the companies suggest could help propel AI innovation.

www.investopedia.com

 

[Smoothsailing]

Here’s a discussion for you, what is the general consensus of a brilliant next Financial report…. Is to be or not to be.
That is the question
Come this quarter or next , it most definitely should be alive with positive results imo.

 

[Diogenese]

The question is more about the purpose of your initiated discussion. What benefit should this have? Are you trying to influence someone to have the same view as you? And if so, why? What is the purpose of this discussion? Why should we provide you with any facts about sold licenses or "products"? We have often said that we ourselves will only see how it is financially going based on the numbers. This can take up to three years! Do you have patience or not is the question ... Why do you turn to the users here? You are obviously dissatisfied, but that seems to be your personal problem. I am not interested in the problems of anonymous people. Just my opinion. Your long postings show me some hysterical touch to be honest

Yes. Let's not forget that, while the world and his wife are familiar with the use of OpenAi's GPT "X", they do not have a clue as to how it works, let alone the underlying technology. However, we are seeing frequent examples of the tech world's increasing awareness.

One field of tech where Akida's potential is as yet untapped is in the implementation of LLMs.

Sensors (microphones, cameras, ...) and keyboards are essential input devices, and the input signals need to be converted to a format which the system can interpret. This requires the system management processor to be able to interpret natural language. Doing that purely in software burns a lot of electricity. Akida 2 introduces long range skip connexions:

https://brainchip.com/akida-generations/

With the added support for short and long-range skip connections, an akidaTM neural processor can now accelerate complex neural networks such as ResNet completely in hardware without model computations on a host CPU.
Skip connections are implemented by storing data from previous layers in the akidaTM mesh or in a scratchpad memory for combination with data in later layers.

Key Benefits:​

• Complex Network Acceleration: Enables complete hardware execution of non feed-forward model architectures such as ResNet and DenseNet.
• Low Latency: Eliminates CPU interaction during network evaluation which minimizes model latency.

By performing these functions in silicon, Akida reduces both power usage and latency compared with earlier LSTM/Attention software implementations.

Akida 2 provides a much more efficient foundation for implementing LLMs and particularly SLMs (Small Language Models adapted for edge applications). However, for the moment, the cloud-based Chat GPT and its LLMs have the advantage of incumbency despite their unsustainable growth in energy consumption. Nvidia's Jensen Huang is rightfully proud of the 2.5 times improvement in power consumption of Blackwell, but that is not sufficient to mitigate the exponential growth in power consumption to contain it within acceptable limits.

Akida offers orders of magnitude greater improvement, particularly with the use of SLMs at the edge. Akida has the potential to be the foundation stone of all things GPT. The development of SLMs is just some of the lead in Akida's saddlebags.

While Edge GPT is the present Holy Grail, there is a myriad of other applications for Akida which can be implemented in the near term.

ADAS - DMS - UI - lidar/..., space, SDR, Edge Box, ...

For startup companies, the rational basis for assessing share price is the market potential of the product.

The problem is that the share price is the plaything of manipulators who take advantage of the fact that many shareholders and potential shareholders do not fully grasp the potential of this revolutionary technology, and the fact that the pre-income phase has been longer than anyone anticipated. One reason for the delay in revenue is that the technology is evolving at an unprecedented rate, LSTM, Attention, 4-bit weights and actuations, Chat GPT, TeNNs, ViT, ... Remember, Akida 2 is just 1 year old.

Added to that is the fact that the company has made a few mis-steps or changed course over the last few years in an attempt to come to grips with an entirely unheralded market. The company was metaphorically feeling its way in the dark and needed to test the waters to see which way the current flows ... and the current has not flowed smoothly.

So there are a lot of factors to be taken into account which no one could have foreseen a few years ago. This has been a learning experience for the shareholders and the company.