BRN Discussion Ongoing

IloveLamp

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If it's ok with Anil.....it's ok with me 💯


Now, they took a look at costs, and claim a 90% savings vs the DGX-H100 (which is admittedly a gold-plated server). A more fair comparison is versus the more affordable Nvidia L40S, the 10-way AI100 NeuReality server is 50-67% lower cost, and twice the performance. Thats is some four-fold better performance per dollar.

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Iseki

Regular
Oops…he did it again !!

Tech just mentioned his oft stated view that January 2025 is his personal timeline. Correct me if I’m wrong Texta, but by this you mean for solid and consistently rising earnings?

For mine, I think you’re being a tad conservative, but if you are right, there will have to be a whole raft of good things happen between now and then...and they will come into the public domain either by way of announcements (formal via the ASX and informal via press releases etc) OR from the admirable efforts of super sleuths such as a very own 1000 Eyes.

The impact of all this stuff coming to light will be very positive on our battler’s share price between now and January 2025.

After our fortuitous meeting with the Mercedes racer at The Fox Goes Free pub, my better half and I have been meandering around the West Country. The only thing I can add to what came from the get together, is that after eighteen months of being hit over the head because of a falling share price, my shareholding better half has been placated by what she learned.

On this note, I want to reiterate some previous utterings relating to going the way of Kodak and dinosaurs…

There continues to be much discussion about are we in this and is this us. I firmly believe that the technology world is very aware of Akida, very aware of what it can do, and very aware that it’s not going away anytime soon. Given this, if you were somebody in authority within a Nvidia, a Qualcomm or the like, do you think you would risk your company’s future, by ignoring something truly game changing and thus missing the Akida bus?

I don’t think so. This is why I believe that the Nvidia’s, the Qualcomm’s…name your company people…no matter what name you nominate, they and/or their favourite tech partner would be looking into how they can use Akida.

To be not doing so, would be risking going the way of Kodak and the dinosaurs.
Interesting that you pick Kodak who never went digital, ie never competed in that market, but stayed analog. Our competitors are already competing with us. They even use the same advertising slogans.

i.e. Nvidia and Qualcomm etc are pumping out their ai edge chips already.

Yes, Akida has a great value proposition for tiny MCs in outer space, or anywhere where there isn't an extension cord long enough. But so far, it doesn't look as if anyone is interested in developing a popular enough application that would warrant going to the expense of
. modeling the problem
. designing the SNN (testing, training)
. manufacturing the MCU (incl. taping-out)
. building the appliction
. maketing the final product

It's just a bridge too far.

i.e. we need to find a kodak who needs to urgently go digital. A company who can use our IP to go from some old analog system of sensors, to a digital system. If we can find a company like a modern day Kodak to partner with, we can save both our companies.

i.e. we need to look in other places. Not arm, Nvidia, qualcomm.
 
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wilzy123

Founding Member
Interesting that you pick Kodak who never went digital, ie never competed in that market, but stayed analog. Our competitors are already competing with us. They even use the same advertising slogans.

i.e. Nvidia and Qualcomm etc are pumping out their ai edge chips already.

Yes, Akida has a great value proposition for tiny MCs in outer space, or anywhere where there isn't an extension cord long enough. But so far, it doesn't look as if anyone is interested in developing a popular enough application that would warrant going to the expense of
. modeling the problem
. designing the SNN (testing, training)
. manufacturing the MCU (incl. taping-out)
. building the appliction
. maketing the final product

It's just a bridge too far.

i.e. we need to find a kodak who needs to urgently go digital. A company who can use our IP to go from some old analog system of sensors, to a digital system. If we can find a company like a modern day Kodak to partner with, we can save both our companies.

i.e. we need to look in other places. Not arm, Nvidia, qualcomm.

Ok Con
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Interesting that you pick Kodak who never went digital, ie never competed in that market, but stayed analog. Our competitors are already competing with us. They even use the same advertising slogans.

i.e. Nvidia and Qualcomm etc are pumping out their ai edge chips already.

Yes, Akida has a great value proposition for tiny MCs in outer space, or anywhere where there isn't an extension cord long enough. But so far, it doesn't look as if anyone is interested in developing a popular enough application that would warrant going to the expense of
. modeling the problem
. designing the SNN (testing, training)
. manufacturing the MCU (incl. taping-out)
. building the appliction
. maketing the final product

It's just a bridge too far.

i.e. we need to find a kodak who needs to urgently go digital. A company who can use our IP to go from some old analog system of sensors, to a digital system. If we can find a company like a modern day Kodak to partner with, we can save both our companies.

i.e. we need to look in other places. Not arm, Nvidia, qualcomm.
Dribble
 
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Interesting that you pick Kodak who never went digital, ie never competed in that market, but stayed analog. Our competitors are already competing with us. They even use the same advertising slogans.

i.e. Nvidia and Qualcomm etc are pumping out their ai edge chips already.

Yes, Akida has a great value proposition for tiny MCs in outer space, or anywhere where there isn't an extension cord long enough. But so far, it doesn't look as if anyone is interested in developing a popular enough application that would warrant going to the expense of
. modeling the problem
. designing the SNN (testing, training)
. manufacturing the MCU (incl. taping-out)
. building the appliction
. maketing the final product

It's just a bridge too far.

i.e. we need to find a kodak who needs to urgently go digital. A company who can use our IP to go from some old analog system of sensors, to a digital system. If we can find a company like a modern day Kodak to partner with, we can save both our companies.

i.e. we need to look in other places. Not arm, Nvidia, qualcomm.
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Labsy

Regular
NVIDIA can have my shares for 100bux each if they are out there listening... No strings attached. Let's do it
 
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NVIDIA can have my shares for 100bux each if they are out there listening... No strings attached. Let's do it
Im not greedy I’ll be happy with $99 a share

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Iseki

Regular
I think it's our last best hope.

To pray that someone already successfully competing with us will white-knight rescue us just won't work.

If on the other hand a company is manufacturing 2million electric motors per month and wants to leapfrog their competition by using Akida, then that is where we should be focused.

Akida should be the clipsal fuse for anything that needs to detect an anomoly and shut off or give an error.
 
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I think it's our last best hope.

To pray that someone already successfully competing with us will white-knight rescue us just won't work.

If on the other hand a company is manufacturing 2million electric motors per month and wants to leapfrog their competition by using Akida, then that is where we should be focused.

Akida should be the clipsal fuse for anything that needs to detect an anomoly and shut off or give an error.
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Kachoo

Regular
This is interesting on the tata website.

Highlights Akida in healthcare and life Science. If you read further on talks about some wins. To me this is a very solid lead for something to eventuate.

 
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Kachoo

Regular
I know its a long drawn out process really is. The take away would be that they I believe have patients now out or in application with SNN. They are putting it out in their Website.
I would just say the partnership shows signs of growing and maturing or they would not advise this.

Beyond that yeah its a waiting game but one can see the growth we just need a commercial product that the end buyer is paying for.

Question is when! Atleast its smouldering.
 
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I know its a long drawn out process really is. The take away would be that they I believe have patients now out or in application with SNN. They are putting it out in their Website.
I would just say the partnership shows signs of growing and maturing or they would not advise this.

Beyond that yeah its a waiting game but one can see the growth we just need a commercial product that the end buyer is paying for.

Question is when! Atleast its smouldering.
I think if I’d knew now what I knew back when I originally invested in BRN with regards the time it took to get to market I’d probably not invested in the company. So in a way I’m glad I knew nothing like a lot of share holders here.


 
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itsol4605

Regular
Interesting that you pick Kodak who never went digital, ie never competed in that market, but stayed analog. Our competitors are already competing with us. They even use the same advertising slogans.

i.e. Nvidia and Qualcomm etc are pumping out their ai edge chips already.

Yes, Akida has a great value proposition for tiny MCs in outer space, or anywhere where there isn't an extension cord long enough. But so far, it doesn't look as if anyone is interested in developing a popular enough application that would warrant going to the expense of
. modeling the problem
. designing the SNN (testing, training)
. manufacturing the MCU (incl. taping-out)
. building the appliction
. maketing the final product

It's just a bridge too far.

i.e. we need to find a kodak who needs to urgently go digital. A company who can use our IP to go from some old analog system of sensors, to a digital system. If we can find a company like a modern day Kodak to partner with, we can save both our companies.

i.e. we need to look in other places. Not arm, Nvidia, qualcomm.
The iPhone moment perhaps better expresses what this means.
Nokia saw itself as the largest cellphone provider of all time and only laughed at the iPhone.
 
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The iPhone moment perhaps better expresses what this means.
Nokia saw itself as the largest cellphone provider of all time and only laughed at the iPhone.
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Kachoo

Regular
I think if I’d knew now what I knew back when I originally invested in BRN with regards the time it took to get to market I’d probably not invested in the company. So in a way I’m glad I knew nothing like a lot of share holders here.



Let's be quite truthfull I think 99 % of people would have preferred to sell and buy back at these levels. Any one saying different would just be talking BS.

I guess one needs to move forward and we are a day closer to what we hope for adoption and wins as each day passes.

Can not change the past.
 
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Iseki

Regular
The iPhone moment perhaps better expresses what this means.
Nokia saw itself as the largest cellphone provider of all time and only laughed at the iPhone.
right, so we should target Nokia, not arm.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!

SoftBank CEO Vows Aggressive AI Push—Calls Past Investments Mere ‘Warm Up’​


Robert Hart is a London-based Forbes senior reporter.
Follow


Jun 21, 2024,07:48am EDT


SoftBank founder and CEO Masayoshi Son on Friday told shareholders he and the company are on a mission to usher in an age of artificial superintelligence, dismissing the firm’s past investments as a mere “warm up” and hinting the firm is ready to go on the offensive with ambitious bets and capitalize on the AI boom.

SoftBank World 2023

SoftBank Group CEO Masayoshi Son wants to bring about superintelligent AI that is 10,000 times ... [+]
GETTY IMAGES

KEY FACTS​

Son outlined his ambitious goal to bring about artificial superintelligence, a hypothetical form of AI whose cognitive abilities vastly exceed human abilities, at SoftBank’s annual general meeting.

Son boldly dismissed SoftBank’s past investments — which include some of the most successful tech bets in history on firms including Chinese internet behemoth Alibaba and British chipmaker Arm Holdings — as a mere “warm up for my great dream to realize artificial superintelligence.”

The SoftBank founder did not give details on how he plans to realize his mission but did identify numerous opportunities in sectors such as AI robots, autonomous driving and data centers and said he would pursue deals that would support Arm and keep SoftBank relevant in the looming AI age.



WHAT TO WATCH FOR​

Son’s bold pronouncements on AI are some of the tech investor’s grandest and most animated claims in years, signaling a major shift in SoftBank’s strategy. The company adopted a more cautious posture and shifted to a self-proclaimed “defense mode” after a series of disappointing losses in its flagship Vision Fund years ago and though SoftBank shifted back to “offense mode” last year to capitalize on the AI boom, its commitments have remained relatively small considering the boom in the sector and its profile. The firm already holds a lucrative stake in AI chipmaker Arm and in May led $1 billion in funding for British self-driving group Wayve, Europe’s largest AI deal to date.

CRUCIAL QUOTE​

“This is what I was born to do, to realize ASI,” Son said, stressing his AI vision is now the investment group's central priority moving forward. “Watch me, I will make it happen.”

FORBES VALUATION​

Son has a net worth of approximately $32.5 billion. His wealth, largely derived from his stake in tech investment venture SoftBank, makes him Japan’s second-richest person, trailing apparel billionaire Tadashi Yanai.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
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7fĂźr7

Top 20
Let's be quite truthfull I think 99 % of people would have preferred to sell and buy back at these levels. Any one saying different would just be talking BS.

I guess one needs to move forward and we are a day closer to what we hope for adoption and wins as each day passes.

Can not change the past.
Hey! Hope you're having a pleasant weekend.


While I agree with your statement that most people would prefer to sell everything to buy back in at a lower price, reality is different and we need to carefully assess the risk-reward ratio... or at least try to. Since none of us have a crystal ball, I believe one has acted wisely by cashing out and realizing profits during the Mercedes hype (if they could). Letting the rest run and consistently buying back depending on the situation and/or realizing profits again. This way, one can lower their average purchase price to the current level without risking missing out on the opportunity, as we never know when a significant event might occur.


Just my opinion, not investment advice.
 
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