BRN Discussion Ongoing

[Sirod69]

The German “Angst”

No No, we closed with +12% ok?

 

[Space Cadet]

No No, we closed with +12% ok?

So that's 9% then?

SC

 

[Iseki]

Very positive signs coming from Sean that could see us get thru the strike vote unscathed, and move on to something positive for BRN.

The demise of the ex-Arm executives is a clear turning point.

The recognition that Rob and Nandan were never going to be able to bring in arm clients has arrived better late than never.

I'm not sure what the thinking was when arm was continually touted as a "partner" when it only made sense for arm to be a licensee. Whilever arm held out from becoming a licensee nothing was ever going to happen. How foolish were we to expect real partners wanting to use akida in an arm chip to have to negotiate sparate license agreements with both arm and BRN simultaneously.

Obviously, it is sad times for Rob and Nandan. It's not even their fault. Rather it is the fault of the over zelous shareholders wanting any link, no matter how implausible, how illogical from a business sense, to a company that is already ubiquitous. If you have posted a link with arm in some iceberg, then shame on you.

So now, with Sean showing that we don't need to have a strike vote to clear the decks and bring in a more hardnosed approach, we have turned this corner and can concentrate our efforts on real partners - those wanting to use akida in their products.

 

[SharesForBrekky]

https://www.eetimes.com/arm-brings-transformers-to-iot-devices/

"The next generation of Arm’s Ethos micro-NPU, Ethos-U85, is designed to support transformer operations, bringing generative AI models to IoT devices. The IP giant is seeing demand for transformer workloads at the edge, according to Paul Williamson, senior VP and general manager for Arm’s IoT line of business, though in much smaller forms than their bigger brothers, large language models (LLMs)."

"The 4 TOPS offered by Ethos-U85 can propel IoT transformers into the human-usable domain, he added. Now that all of TinyLlama’s operators can be mapped to the NPU without falling back to the CPU, a reasonable human-readable throughput of 8-10 tokens per second is achievable (depending on exact configuration of the NPU)."

"We have some people running ahead, saying ‘I’m going to put it in a consumer device next week,’ but in other areas people are prototyping production line fault inspection models with a Raspberry Pi—they are not worried about optimization, they just want to prove that it works"

"Customers for Arm’s first- and second-generation Ethos NPUs so far include Renesas, Infineon, Himax and Alif Semiconductor. Customers can experiment with generative AI models using Arm’s virtual hardware simulations today, with Ethos-U85 expected to be on the market in silicon in 2025."

 

[Iseki]

https://www.eetimes.com/arm-brings-transformers-to-iot-devices/

"The next generation of Arm’s Ethos micro-NPU, Ethos-U85, is designed to support transformer operations, bringing generative AI models to IoT devices. The IP giant is seeing demand for transformer workloads at the edge, according to Paul Williamson, senior VP and general manager for Arm’s IoT line of business, though in much smaller forms than their bigger brothers, large language models (LLMs)."

"The 4 TOPS offered by Ethos-U85 can propel IoT transformers into the human-usable domain, he added. Now that all of TinyLlama’s operators can be mapped to the NPU without falling back to the CPU, a reasonable human-readable throughput of 8-10 tokens per second is achievable (depending on exact configuration of the NPU)."

"We have some people running ahead, saying ‘I’m going to put it in a consumer device next week,’ but in other areas people are prototyping production line fault inspection models with a Raspberry Pi—they are not worried about optimization, they just want to prove that it works"

"Customers for Arm’s first- and second-generation Ethos NPUs so far include Renesas, Infineon, Himax and Alif Semiconductor. Customers can experiment with generative AI models using Arm’s virtual hardware simulations today, with Ethos-U85 expected to be on the market in silicon in 2025."

Yes, it is game on, I'm afraid.

 

[rgupta]

Very positive signs coming from Sean that could see us get thru the strike vote unscathed, and move on to something positive for BRN.

The demise of the ex-Arm executives is a clear turning point.

The recognition that Rob and Nandan were never going to be able to bring in arm clients has arrived better late than never.

I'm not sure what the thinking was when arm was continually touted as a "partner" when it only made sense for arm to be a licensee. Whilever arm held out from becoming a licensee nothing was ever going to happen. How foolish were we to expect real partners wanting to use akida in an arm chip to have to negotiate sparate license agreements with both arm and BRN simultaneously.

Obviously, it is sad times for Rob and Nandan. It's not even their fault. Rather it is the fault of the over zelous shareholders wanting any link, no matter how implausible, how illogical from a business sense, to a company that is already ubiquitous. If you have posted a link with arm in some iceberg, then shame on you.

So now, with Sean showing that we don't need to have a strike vote to clear the decks and bring in a more hardnosed approach, we have turned this corner and can concentrate our efforts on real partners - those wanting to use akida in their products.

So you mean to say Antonio is next in queue?

 

[Yoda]

https://www.eetimes.com/arm-brings-transformers-to-iot-devices/

"The next generation of Arm’s Ethos micro-NPU, Ethos-U85, is designed to support transformer operations, bringing generative AI models to IoT devices. The IP giant is seeing demand for transformer workloads at the edge, according to Paul Williamson, senior VP and general manager for Arm’s IoT line of business, though in much smaller forms than their bigger brothers, large language models (LLMs)."

"The 4 TOPS offered by Ethos-U85 can propel IoT transformers into the human-usable domain, he added. Now that all of TinyLlama’s operators can be mapped to the NPU without falling back to the CPU, a reasonable human-readable throughput of 8-10 tokens per second is achievable (depending on exact configuration of the NPU)."

"We have some people running ahead, saying ‘I’m going to put it in a consumer device next week,’ but in other areas people are prototyping production line fault inspection models with a Raspberry Pi—they are not worried about optimization, they just want to prove that it works"

"Customers for Arm’s first- and second-generation Ethos NPUs so far include Renesas, Infineon, Himax and Alif Semiconductor. Customers can experiment with generative AI models using Arm’s virtual hardware simulations today, with Ethos-U85 expected to be on the market in silicon in 2025."

So is this the Akida chip in ARM's chip or is ARM competing with us now? What happened to being 'partners' and their Akida chip?

 

[Iseki]

So you mean to say Antonio is next in queue?

He's on the board, and if there is a spill he needs to face that. I'm suggsting the board is now making changes so that a spill will be averted.

Should Antonio go? Not if he adds to the board. So long as the board does whatever it takes for the success of BRN.

 

[7für7]

No No, we closed with +12% ok?

Obviously the same guy bought in again after he got panicked “maybe i made the wrong decision ” again acted with the “German angst”

 

[RobjHunt]

You can stand down for the day thank you @Bravo and have a spell.

Just wondering @Bravo , would it benefit our little nipper replacing your shoe laces? Could I suggest getting white laces with iridescent pink aglets and lengthening your stride?

 

[Shadow59]

Just wondering @Bravo , would it benefit our little nipper replacing your shoe laces? Could I suggest getting white laces with iridescent pink aglets and lengthening your stride?

I think a cushion insert would also be good, she has a big day in front of her!

 

[DK6161]

Very positive signs coming from Sean that could see us get thru the strike vote unscathed, and move on to something positive for BRN.

The demise of the ex-Arm executives is a clear turning point.

The recognition that Rob and Nandan were never going to be able to bring in arm clients has arrived better late than never.

I'm not sure what the thinking was when arm was continually touted as a "partner" when it only made sense for arm to be a licensee. Whilever arm held out from becoming a licensee nothing was ever going to happen. How foolish were we to expect real partners wanting to use akida in an arm chip to have to negotiate sparate license agreements with both arm and BRN simultaneously.

Obviously, it is sad times for Rob and Nandan. It's not even their fault. Rather it is the fault of the over zelous shareholders wanting any link, no matter how implausible, how illogical from a business sense, to a company that is already ubiquitous. If you have posted a link with arm in some iceberg, then shame on you.

So now, with Sean showing that we don't need to have a strike vote to clear the decks and bring in a more hardnosed approach, we have turned this corner and can concentrate our efforts on real partners - those wanting to use akida in their products.

Great post. This move should've been done earlier and also act as a warning shot to other employees. Don't meet your KPI? Well, you're next!

 

[Realinfo]

He's on the board, and if there is a spill he needs to face that. I'm suggsting the board is now making changes so that a spill will be averted.

Should Antonio go? Not if he adds to the board. So long as the board does whatever it takes for the success of BRN.

A CALL TO SHAREHOLDERS

Some of you may be aware that I have not posted here for awhile, July’23 to be precise, preferring to sit quietly in the background.
The reason I’m posting now is because more than anybody else, I’ve been the biggest critic of Brainchip’s remuneration plans going back to the 2018 AGM.
At the AGM last year, I stood and called out Antonio, Sean, and the other attending directors for what I described as having a SENSE OF ENTITLEMENT, for which I copped a fair share of flak.
I said this because they were paying themselves similarly to directors at CBA and BHP, even though our little battler was generating little or no revenue. I also said that up until that time, Brainchip could only be described as having potential, albeit that it was edging (excuse the pun) closer to realisation of its potential.
At this year’s AGM, and for the first time, the entire holding my family and I have in BRN will be voting YES.
We are doing so, because whilst it’s taken longer than we expected, we are now totally satisfied that the company is on the right path, placing itself in a position of strength from where it will quite quickly develop into a technology behemoth.
I believe shareholders who vote no will only be shooting themselves in the foot, because a second strike at this time, will only damage the company when it is finally on the cusp of great success.
Still awaiting the Great Tractor Challenge Fact !!

 

[IloveLamp]

A CALL TO SHAREHOLDERS

Some of you may be aware that I have not posted here for awhile, July’23 to be precise, preferring to sit quietly in the background.
The reason I’m posting now is because more than anybody else, I’ve been the biggest critic of Brainchip’s remuneration plans going back to the 2018 AGM.
At the AGM last year, I stood and called out Antonio, Sean, and the other attending directors for what I described as having a SENSE OF ENTITLEMENT, for which I copped a fair share of flak.
I said this because they were paying themselves similarly to directors at CBA and BHP, even though our little battler was generating little or no revenue. I also said that up until that time, Brainchip could only be described as having potential, albeit that it was edging (excuse the pun) closer to realisation of its potential.
At this year’s AGM, and for the first time, the entire holding my family and I have in BRN will be voting YES.
We are doing so, because whilst it’s taken longer than we expected, we are now totally satisfied that the company is on the right path, placing itself in a position of strength from where it will quite quickly develop into a technology behemoth.
I believe shareholders who vote no will only be shooting themselves in the foot, because a second strike at this time, will only damage the company when it is finally on the cusp of great success.
Still awaiting the Great Tractor Challenge Fact !!

 

[HopalongPetrovski]

A CALL TO SHAREHOLDERS

Some of you may be aware that I have not posted here for awhile, July’23 to be precise, preferring to sit quietly in the background.
The reason I’m posting now is because more than anybody else, I’ve been the biggest critic of Brainchip’s remuneration plans going back to the 2018 AGM.
At the AGM last year, I stood and called out Antonio, Sean, and the other attending directors for what I described as having a SENSE OF ENTITLEMENT, for which I copped a fair share of flak.
I said this because they were paying themselves similarly to directors at CBA and BHP, even though our little battler was generating little or no revenue. I also said that up until that time, Brainchip could only be described as having potential, albeit that it was edging (excuse the pun) closer to realisation of its potential.
At this year’s AGM, and for the first time, the entire holding my family and I have in BRN will be voting YES.
We are doing so, because whilst it’s taken longer than we expected, we are now totally satisfied that the company is on the right path, placing itself in a position of strength from where it will quite quickly develop into a technology behemoth.
I believe shareholders who vote no will only be shooting themselves in the foot, because a second strike at this time, will only damage the company when it is finally on the cusp of great success.
Still awaiting the Great Tractor Challenge Fact !!

I would be interested to know Real, just what where the factors/ specific information that has emerged that has provided you now with the satisfaction that the company is now on the right path.......?

Genuine question.
I have been critical of your stance in the past, primarily not wanting the disruption and potential damage of a second strike which we are now facing, so would really like to know just what precisely has converted your opinion.

Might be helpful to some few requiring some extra lead for their pencils.

 

[Damo4]

I would be interested to know Real, just what where the factors/ specific information that has emerged that has provided you now with the satisfaction that the company is now on the right path.......?

Genuine question.
I have been critical of your stance in the past, primarily not wanting the disruption and potential damage of a second strike which we are now facing, so would really like to know just what precisely has converted your opinion.

Might be helpful to some few requiring some extra lead for their pencils.

Hopefully some of those wanting to send a message by Voting NO, realise they've already done this once, and it was either successful or unsuccessful.
If it worked, then no need to do it again.
If it didn't, then it's useless doing it again, when the only result will be a hammered portfolio and less trust in management.
A second strike + a spill resolution is a completely different matter, and shouldn't be used as a "message" to directors.

Edit: I'm only talking about those offering a middle-finger approach to the board, not those who take genuine issue with a resolution.

 

[Pom down under]

That's it from me until June.
Just remember: I told you what you needed to hear.

Is it June already or have you seen a reverse in the SP

 

[wilzy123]

That's it from me until June.
Just remember: I told you what you needed to hear.

Thanks Gazy.

 

[Boab]

New on the website.

 

[Realinfo]

I would be interested to know Real, just what where the factors/ specific information that has emerged that has provided you now with the satisfaction that the company is now on the right path.......?

Genuine question.
I have been critical of your stance in the past, primarily not wanting the disruption and potential damage of a second strike which we are now facing, so would really like to know just what precisely has converted your opinion.

Might be helpful to some few requiring some extra lead for their pencils.

Well Hoppy…as Fact continues to say…’Do your own research !

Back in the day, I was quite hostile to our Chair, Mr Hernandez ( a person to this day I find difficult to respect) and CEO Mr DiNardo. Lou at least had the metal to meet with me and thrash out our differences. Not only did these discussions lead to a grudging respect, dare I say friendship between us, I believe it played a part in an improvement to the remuneration plan later in 2018.

Initially, the arrival of Antonio and Sean caused me considerable concern, with their numerous stumblings, and what I believed was a whole lot of BS when they started all the getup about ecosystems and the like. My frustration came to a head at last year’s AGM.

Towards the end of 2023, and the early part of this year, after researching how other tech companies created success and comparing this with what we were doing, it became increasingly clearer to me that what I thought was a whole lot of nonsense was in fact the only way to go for our battler.

I have a genuine belief that several factors existed up until the latter half of 2023, and that they are now disappearing…
(a) the technology establishment either did not or didn’t want to accept that a market for AI on the edge existed.
(b) they now recognise this market is rapidly emerging and they must get on board or become a Kodak.
(b) the technology establishment are seriously envious of our patent protected Akida IP, and were (some still are) doing their best to find anyway possible to avoid using it.
(c) there is now a growing realisation, dare I say begrudging acceptance that it’s the best, perhaps only way to go.
(d) what I thought was a whole lot of BS, our rapidly growing ‘ecosystem’ is proving to be a master stroke…not only from a technology development and sales/marketing/support stance, but also from a cost to market perspective.

Revenue is not being generated yet Hoppy, but I just feel it in my aging bones that it’s not far away.