7für7
Top 20
Don’t worry… I bet we will close grey
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
7für7
Top 20
I don't understand why this topic keeps coming up when we've already discussed many times that a takeover makes no sense. BrainChip has no revenue, and that would tank the price into insignificance. Neither management nor we want that. Until we have significant revenue and have secured a few new deals, I'm not in favor of a sale. And bringing up the far-fetched topic of a "sale" again just because of a comment from ARM... it's all just noise, nothing more. Just my opinion. I prefer a healthy growth. This makes the company more attractive and worth then our current situation
ARM: “4 dollars?”
Me: “SOLD”
ARM: “4 dollars?”
Me: “SOLD”
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I agree but many times small companies are bought before they take off, obviously much cheaper that way for the buying company.
However in our case, nothing points at that IMO per below:
1: Highly skilled people at the top and on the boards, likely also high skilled people further down the chain.
2: Fairly large staff considering no revenue worth mentioning, engineering & sales.
3: Brainchips web page is getting better all the time, time and money being spent on it.
4: The founders PVDM and Anil would have sold the company a long time ago if that was their wish/plan but it clearly isn't.
5: A buy out can never be ruled out, some big company with a big fat valet might come with an offer shareholders can't refuse but unlikely. They have to justify to their shareholder that they paid 10X MC, don't happens often, more 2X MC and we certainly don't want to give it away, do we??
Luppo71
Founding Member
Add a zero and you got me, otherwise not a hope.
toasty
Regular
Your post seems to indicate that in your opinion our patents are worthless. I tend to disagree - I think that's exactly what a major would pay for. If only to take the technology "off the market" and have exclusive use of it...................
7für7
Top 20
Who is the patent owner? Would the patents automatically went into the deal? Would they buy a company without patents? Ask for a friend
Stable Genius
Regular
Hi all,
My opinion only but I would be very disappointed if we were bought out now so close to success.
Close is a grey area; could be today via a Mercedes announcement or it could be next year via a Megachip/Nintendo announcement. Or it could be from any of our many known or unknown partners.
I, like many completely misunderstood the timeframe to market thinking it 12-18 months from when I invested. Sean hinted some Products have 4 years implementation cycles; for various reasons.
I think if we don’t get news prior to the AGM the meeting will obviously be lacklustre and the company criticised. Whether that results in a strike or not is up to the individual. My view is a strike is the equivalent to punching myself in the face. It will only cause disruption and loss of confidence from the business sector; e.g. potential customers. If we don’t get news then I expect the SP to go down until we get positive news. It’s that simple.
I invested for the long haul. Although I’d prefer quick success and the SP to be at least $1-2 by now so I could be sitting back, waiting comfortably for the bigger picture to occur; it is what it is.
Do I doubt long term success in this new developing cloud free market? Not at all.
Is this low share price uncomfortable? Yes.
Do I expect the SP to remain this low into 2025, 26, 27 etc as more products come online and build revenue on top of revenue with us having a very high profit margin. Of course with every revenue stream; eg Mercedes, Valeo, ESA, TATA Elexsi, Renesas, Circle 8 etc etc the SP will grow.
So I see this as a marathon and we are getting close to the finish line which will be rewarding. I’m not going to pull out now because it hurts!
For what it’s worth Megachips is currently hurting too! Their revenue is down for the year. They too are waiting for Nintendo’s Switch 2 to be released to increase sales which is a core part of their business (amusements).
We’re still waiting to see why Megachips bought licences from us. I’m hoping it’s to increase their amusement revenue through Nintendo Switch 2…. But we’ll have to wait it out to find out. If it is then we’ll be worth a lot more than $2.50 when it happens!
Cheers,
My opinion only but I would be very disappointed if we were bought out now so close to success.
Close is a grey area; could be today via a Mercedes announcement or it could be next year via a Megachip/Nintendo announcement. Or it could be from any of our many known or unknown partners.
I, like many completely misunderstood the timeframe to market thinking it 12-18 months from when I invested. Sean hinted some Products have 4 years implementation cycles; for various reasons.
I think if we don’t get news prior to the AGM the meeting will obviously be lacklustre and the company criticised. Whether that results in a strike or not is up to the individual. My view is a strike is the equivalent to punching myself in the face. It will only cause disruption and loss of confidence from the business sector; e.g. potential customers. If we don’t get news then I expect the SP to go down until we get positive news. It’s that simple.
I invested for the long haul. Although I’d prefer quick success and the SP to be at least $1-2 by now so I could be sitting back, waiting comfortably for the bigger picture to occur; it is what it is.
Do I doubt long term success in this new developing cloud free market? Not at all.
Is this low share price uncomfortable? Yes.
Do I expect the SP to remain this low into 2025, 26, 27 etc as more products come online and build revenue on top of revenue with us having a very high profit margin. Of course with every revenue stream; eg Mercedes, Valeo, ESA, TATA Elexsi, Renesas, Circle 8 etc etc the SP will grow.
So I see this as a marathon and we are getting close to the finish line which will be rewarding. I’m not going to pull out now because it hurts!
For what it’s worth Megachips is currently hurting too! Their revenue is down for the year. They too are waiting for Nintendo’s Switch 2 to be released to increase sales which is a core part of their business (amusements).
We’re still waiting to see why Megachips bought licences from us. I’m hoping it’s to increase their amusement revenue through Nintendo Switch 2…. But we’ll have to wait it out to find out. If it is then we’ll be worth a lot more than $2.50 when it happens!
Cheers,
Attachments
toasty
Regular
Of course the patents would be included in any takeover. No-one in their right mind would pay for the company without them, revenue or no revenue..........
This morning I received emails from Tony and Paul, and the notice of Meeting. I just voted all for except the last one against.
Yoda
Regular
So you'd sell for $2.500?
I won't be agreeing to any buy out south of $15 / share.
www.voragotech.com
Press | VORAGO Technologies
Press releases, articles, and interviews that highlight our groundbreaking technologies, industry partnerships, and notable achievements. Read more here.
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Smoothsailing
Regular
$15 !!! I like your thinking
Bravo
If ARM was an arm, BRN would be its biceps💪!
Below is a live demo of the new breakthrough voice assistant GPT4.0 from Open AI.
This got me to pondering whether this latest version will launch in Mercedes vehicles in early 2025, rather than the "4 types of emotion model" as reported previously. Coincidentally NVIDIA's DRIVE Thor platform is set to begin mass production in 2025.
Remember that Magnus Ostberg's confirmed in his Linkedin post a few months ago, that Mercedes are determined to be the first to use neuromorphic computing in the automotive industry. And we know Mercedes have already determined through the EQXX that our technology is 5-10 times more efficient than conventional voice control. My guess is that 2025 is going to be a very big year for us!
Published 5 hours ago
This got me to pondering whether this latest version will launch in Mercedes vehicles in early 2025, rather than the "4 types of emotion model" as reported previously. Coincidentally NVIDIA's DRIVE Thor platform is set to begin mass production in 2025.
Remember that Magnus Ostberg's confirmed in his Linkedin post a few months ago, that Mercedes are determined to be the first to use neuromorphic computing in the automotive industry. And we know Mercedes have already determined through the EQXX that our technology is 5-10 times more efficient than conventional voice control. My guess is that 2025 is going to be a very big year for us!
Published 5 hours ago
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Bravo
If ARM was an arm, BRN would be its biceps💪!
Holy Qaucomole! Renee Haas (Arm CEO) interview on Bloomberg four days ago. The interviewer asks him at 3.20 mins "Why not push Arm even closer to the heart of AI chip-making by designing an accelerator?"
You should see the expression on Renee's face! He-he-he!
He replies saying something like "Ahhhhhhhhhh, we could...Ahhhhhhh.... Not talking about products that we haven't leaned forward in terms of unannounced devices.The way I think about the market today is that we're doing the IP and then going foward we're doing what we call subsystems, that's talking blocks of IP and having them be a finished solution: a GPU and accelerator atc, etc. The next step forward we'lll be doing a bit more on that, maybe something physical. We haven't talked publicly about doing that, but is it in the spectrum of what we could do, you know quite possibly".
The interviewer asks in a roundabout way, "what would give you the confidence to take the plunge and then talking about it". Renee replies at 4.13 mins " I think it's just getting a sense of this confluence between hardware and software and where the right place to enter in. It's a very, very complex market because it's not only about a chip, but it's about the software, its about the system, it's about the interconnect. There's a lot involved with it, but because we're at the heart of all these software conversations, because every piece of model runs though Arm in some way, we're pretty close to it. So, when the time is right, I think you'll hear about it."
At 5.20 Renee is asked to explain how he sees Arm fitting into Softbank's very ambitious plans for AI. He replies saying in regards to Masayosi Son " that every device that he might be looking at on a hardware side or a software side is probably going to run with or through Arm so understanding what that synergy is, but more important how to accelerate it, I think that is the unique attribute that we bring to his portfolio".
www.bloomberg.com
You should see the expression on Renee's face! He-he-he!
He replies saying something like "Ahhhhhhhhhh, we could...Ahhhhhhh.... Not talking about products that we haven't leaned forward in terms of unannounced devices.The way I think about the market today is that we're doing the IP and then going foward we're doing what we call subsystems, that's talking blocks of IP and having them be a finished solution: a GPU and accelerator atc, etc. The next step forward we'lll be doing a bit more on that, maybe something physical. We haven't talked publicly about doing that, but is it in the spectrum of what we could do, you know quite possibly".
The interviewer asks in a roundabout way, "what would give you the confidence to take the plunge and then talking about it". Renee replies at 4.13 mins " I think it's just getting a sense of this confluence between hardware and software and where the right place to enter in. It's a very, very complex market because it's not only about a chip, but it's about the software, its about the system, it's about the interconnect. There's a lot involved with it, but because we're at the heart of all these software conversations, because every piece of model runs though Arm in some way, we're pretty close to it. So, when the time is right, I think you'll hear about it."
At 5.20 Renee is asked to explain how he sees Arm fitting into Softbank's very ambitious plans for AI. He replies saying in regards to Masayosi Son " that every device that he might be looking at on a hardware side or a software side is probably going to run with or through Arm so understanding what that synergy is, but more important how to accelerate it, I think that is the unique attribute that we bring to his portfolio".
Arm CEO Haas Shares Vision for Powering AI Revolution
Rene Haas, CEO, Arm discusses his vision for the semiconductor industry that is not only powering, but reshaping the future of computing with Bloomberg’s Tom Giles at Bloomberg Tech in San Francisco. (Source: Bloomberg)
www.bloomberg.com
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7für7
Top 20
Ok my fault. I thought I saw some patents registered in the name of PvM. Sorry
7für7
Top 20
Wow where did you got this Theory! So crazyWild theory. Rob left because he got wind of an ARM buyout and realised he'd be out of a job soon!
It would be nice, but we shouldn't lose sight of the fact that ARM have been working on their own, albeit inferior, MAC-based NPU:Holy Qaucomole! Renee Haas (Arm CEO) interview on Bloomberg four days ago. The interviewer asks him at 3.20 mins "Why not push Arm even closer to the heart of AI chip-making by designing an accelerator?"
You should see the expression on Renee's face! He-he-he!
He replies saying something like "Ahhhhhhhhhh, we could...Ahhhhhhh.... Not talking about products that we haven't leaned forward in terms of unannounced devices.The way I think about the market today is that we're doing the IP and then going foward we're doing what we call subsystems, that's talking blocks of IP and having them be a finished solution: a GPU and accelerator atc, etc. The next step forward we'lll be doing a bit more on that, maybe something physical. We haven't talked publically about doing that, but is it in the spectrum of what we could do, you know quite possibly".
At 5.20 Renee is asked to explain how he sees Arm fitting into Softbank's very ambitious plans for AI. He replies saying in regards to Masayosi Son " that very device that he might be looking at on a hardware side or a software side is probably going to run with or through Arm so understanding what that synergy is, but more important how to accelerate it, I think that is the unique attribute that we bring to his portfolio".
Arm CEO Haas Shares Vision for Powering AI Revolution
Rene Haas, CEO, Arm discusses his vision for the semiconductor industry that is not only powering, but reshaping the future of computing with Bloomberg’s Tom Giles at Bloomberg Tech in San Francisco. (Source: Bloomberg)
US2024028877A1 NEURAL PROCESSING UNIT FOR ATTENTION-BASED INFERENCE 20220721
[0066] At stage S 11 , the direct memory access element ( 112 ) of the NPU ( 106 ) fetches compressed projection matrices WQ , WK , and WV from the flash memory ( 102 ). The weight decoder ( 120 ) decodes the compressed matrices. The MAC engine ( 116 ) calculates query matrix Q, key matrix K, and value matrix V by multiplying the query projection matrix WQ , the key projection matrix WK , and the value projection matrix WV , by input matrix X.
This arrangement is suitable of natural language processing as it provides access to earlier speech to provide context via the DMA 112.
Of course, ARM will be fully aware of TeNNs, so does all the discussion about not making the Akida SoC so as not to anticipate a customer come back to ARM?
We joined ARM menagerie in May 2022. The patent was filed in July 2022. They would probably have been working on the patent before the BRN/ARM cooperation began because of the preliminary R&D. Akida 2 came later (March 2023?).
So we can assume ARM have known about TeNNs for about a year to 15 months or more. TeNNs patents were filed in June 2022, so BRN could have been discussing TeNNs under NDA from then onwards, so ARM may have known about TeNNs for almost 2 years.
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Luppo71
Founding Member
Switch the comer for a decimal point and slide it right 1 champ.So you'd sell for $2.500?
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