BRN Discussion Ongoing

[Wags]

Which financials though?!?!

Gidday @Fox151
Im the optimist, and forced to be a realist.
The time frame is way longer than I anticipated and I have accepted that, and my naivety.
The world has seen the headwinds from Covid and semiconductor shortages to wars.
That said, I have seen a continual increase in the market activity and discussion regarding neuromorphic computing. The things we talked about years ago, data centre overloads, power consumption blowouts, clever battery operated sensors etc, seem to be coming to the fore.
I am very far from a technical expert, but I trust in my early research, gut and amazement of the tech. The SP is not what we want to see, but the evolution of the tech seems to be playing out, albiet slower than first thought.
Call me blind, or a fool, or whatever, Im not phased.
Until i read something confirmed to the contrary, all I read makes me feel good about this investment. (except for the timeframe).
Only a few days left in this qtr, so Yes, Im hoping for signs of growing revenue in this qtr. How bout you?

 

[wilzy123]

To bring speculations again to life….Thats obviously an AI generated conversation. Too smooth in my opinion! Don’t believe everything posted on internet! (Again sarcasm off.. I have to write it because some people take everything serious!

 

[7für7]

Today was another fun day! Even though there's nothing to report directly related to BrainChip, and no significant announcement came, it was amusing. People, don't take it too much to heart to look for something and don't always take everything personally for something you can't change. And there's nothing left but to trust that the BrainChip team is doing everything right. We should have fun here and look forward to what (hopefully) lies ahead. Those are juicy profits! The next steps will show.

 

[IloveLamp]

 

[CHIPS]

Just checked. He’s gone from LinkedIn. WTF.

Are you really talking about Rob Telson? (I have not read the following pages yet)
He is still on LinkedIn https://www.linkedin.com/in/rob-telson-8153a51/

 

[CHIPS]

Here we go, I came across this:

https://www.zoominfo.com/p/Rob-Telson/175890863

"About Rob Telson

Rob Telson is a Sales and Channel Leadership. GTM and Business Development. Global and Regional Experience at Wavious based in San Diego, California.

Previously, Rob was a Vice President, Ecosystem & Partnerships at BrainChip."

Not sure how valid this source is, but sad to see him leave Brainchip if this is the case

The LinkedIn profile is still there and says "today"!!

 

[Food4 thought]

View attachment 59885

Only just updated yesterday... damn..

Maybe Rob did not like the slow going with the CEO of Brainchip mr hairline
No scope to do deals, held on a short leash. Or Rob just wanted to go do something with a new company to get more motivation and I am certain that he has left with plenty of shares in his pocket.
I say good on him
Wish him all the best in the future
Hope that Brainchip will strive forward and do good for it’s shareholders and board of directors

 

[CHIPS]

What about X? Is he still there? Did he post something there? I have no x account

YES, still there

 

[Bravo]

For anyone speculative... answers in screenshot

Hi @Reuben,

Who’s Rib? Is he a newbie? When did he start working with us? Is his first name BBQ by any chance?

 

[Frangipani]

The LinkedIn profile is still there and says "today"!!


View attachment 59906

According to Rob Telson’s LinkedIn profile, he does have ties to Wavious, though - he used to be a strategic advisor to them for more than five years, while working for Synopsis, Cylynt and BrainChip.

Rob Telson - CELUS | LinkedIn

Experienced sales leader with a demonstrated successful history working in the software… · Experience: CELUS · Education: Harvard Business School · Location: Irvine · 500+ connections on LinkedIn. View Rob Telson’s profile on LinkedIn, a professional community of 1 billion members.

www.linkedin.com

 

[Food4 thought]

Will the real BBQ Rob please stand up

 

[Balliwood]

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.

 

[Reuben]

Hi @Reuben,

Who’s Rib? Is he a newbie? When did he start working with us? Is his first name BBQ by any chance?

someone had asked me this question earlier today... the same answer again.. i was thinking about beef ribs for dinner... hence rob became a rib

 

[IloveLamp]

Are you really talking about Rob Telson? (I have not read the following pages yet)
He is still on LinkedIn https://www.linkedin.com/in/rob-telson-8153a51/

 

[7für7]

I usually post interesting (but also ridiculous) stuff from TSE in the German forum. This time however, the user “perhaps” who also is sometimes here active, postet today something interesting, I will share.

“I've taken a closer look at MYWAI because I see a lot of potential there. The MYWAI projects use a novel neuromorphic memristor technology (computing processes executed in memory) from General Vision.

If everything works as they claim, they have made a breakthrough in one of the biggest problems in neuromorphic computing. When the task changes, an automatic adjustment of the required neurons is necessary; otherwise, there will be increased inaccuracies. So far, there has been no solution to this problem. Akida is also affected by this issue. With General Vision's approach, it is theoretically possible to control the neurons of the Akida processor via the memristor, unlocking the full potential of Akida. Therefore, the progress of the MYWAI projects deserves increased attention, as this could be where the big breakthrough happens.

Sources: https://general-vision.com/download/neuromem-technology-reference-guide/?wpdmdl=12284&refresh=660275755e5f11711437173 https://neurotechnologijos.com/zusammenarbeit/?lang=de https://www.myw.ai/projects “

 

[SERA2g]

Wowee what a kerfuffle today has been with the Rob Telson saga. Poor Tony

 

[Frangipani]

According to Rob Telson’s LinkedIn profile, he does have ties to Wavious, though - he used to be a strategic advisor to them for more than five years, while working for Synopsis, Cylynt and BrainChip.

Rob Telson - CELUS | LinkedIn

Experienced sales leader with a demonstrated successful history working in the software… · Experience: CELUS · Education: Harvard Business School · Location: Irvine · 500+ connections on LinkedIn. View Rob Telson’s profile on LinkedIn, a professional community of 1 billion members.

www.linkedin.com

View attachment 59907

As others have remarked earlier, Wavious seems to be out of business and their website is no longer accessible.

Apparently, their former CEO Benny Malek recently joined the Board of Endura Technologies:

Intriguingly, quite a number of previous Wavious employees (all with a Qualcomm background before joining Wavious, by the way, just like former CEO Benny Malek and former CTO Hanan Cohen) have since ended up at Apple - more than a coincidence? A quick Google search didn’t come up with any evidence of a takeover/acquisition of Wavious by the Cupertino-headquartered tech giant, though.

 

[Diogenese]

I usually post interesting (but also ridiculous) stuff from TSE in the German forum. This time however, the user “perhaps” who also is sometimes here active, postet today something interesting, I will share.

“I've taken a closer look at MYWAI because I see a lot of potential there. The MYWAI projects use a novel neuromorphic memristor technology (computing processes executed in memory) from General Vision.

If everything works as they claim, they have made a breakthrough in one of the biggest problems in neuromorphic computing. When the task changes, an automatic adjustment of the required neurons is necessary; otherwise, there will be increased inaccuracies. So far, there has been no solution to this problem. Akida is also affected by this issue. With General Vision's approach, it is theoretically possible to control the neurons of the Akida processor via the memristor, unlocking the full potential of Akida. Therefore, the progress of the MYWAI projects deserves increased attention, as this could be where the big breakthrough happens.

Sources: https://general-vision.com/download/neuromem-technology-reference-guide/?wpdmdl=12284&refresh=660275755e5f11711437173 https://neurotechnologijos.com/zusammenarbeit/?lang=de https://www.myw.ai/projects “

Not sure I understand the relevance of a problem with an analog neuron and Akida's digital architecture.

 

[7für7]

Not sure I understand the relevance of a problem with an analog neuron and Akida's digital architecture.

So far, the lack of an interface to implement the technology and make it mass-market compatible is the problem. That's why we are constantly hovering in the field of "testing" and quasi-successful integration of Akida into studies and prototypes, etc. It's about mass marketability.

 

[charles2]

View attachment 59896




Nvidia’s H100 AI #GPUs are taking the tech world by storm, but their reign comes at the price of a hefty energy bill.

According to a report from #CBInsights and #Stocklytics.com, these power-hungry processors are projected to consume a staggering 13,797 GWh in 2024, exceeding the annual energy consumption of nations like #Georgia and #CostaRica.

Imagine this, a legacy data center consumes 10 kW/rack where #CyrusOne, #KKR owned leading global data center operator and developer specialising in #AI applications, consumes 300 kW/rack!

But why do #GPUs consume so much power?

Data center #GPUs consume a substantial amount of power primarily due to their high computational requirements and the complex algorithms they handle. These #GPUs optimize parallel processing tasks like #machinelearning and #dataanalytics, involving simultaneous processing of vast amounts of data.

While #parallel processing speeds up data processing, one demerit is that, at a time most parts of a chip are active. This constant computation, coupled with the execution of complex algorithms, demands significant computational power, thereby increasing energy consumption.

The large-scale deployment of #GPUs in data centers, where racks and clusters utilize hundreds or thousands of #GPUs further amplify their collective power consumption. This combination of factors underscores the considerable energy consumption associated with data center GPUs.

Successfully navigating these challenges and fostering innovation will shape the future landscape of #AI computing.

So, what options do we have?

● #Amazon, frenemy to Nvidia, recently unveiled Arm based Graviton4 and Trainium2 chips holds promise for efficiency gains.

● In the near to medium term, #Neuromorphic computing is being researched aggressively as an alternative to synchronous parallel computing architectures. Neuromorphic computing is an asynchronous computing paradigm which runs on event based ‘spikes’ rather than a clock signal. And drastically lowers the power consumption.

● Big money is going into enabling tech like liquid cooling - #KKR acquired CoolIT Systems for $270 mn and Bosch acquired Jetcool through its venture arm

While CooIT Systems becomes the supplier for Cyrus One, #KKR makes money on both!

Never seen someone self describe as a polymath.

High bar but as the saying goes....if you got it, flaunt it.

Better be right though.