BRN Discussion Ongoing

[Pom down under]

People with low IQs laugh at peoples misfortunes which is very sad and in poor taste

Your right and I cant believe how unfortunate the gunman was

 

[schuey]

Your right and I can believe how unfortunate the gunman was

View attachment 66553


View attachment 66554

Karma.....Spain 2~0

 

[Pom down under]

Karma.....Spain 2~0

I’d be happy with that score as we could end up playing the worse football ever throughout the competition and end up winning the competition, which would be an unjust for Spain

 

[DingoBorat]

People with low IQs laugh at peoples misfortunes which is very sad and in poor taste

I don't think it's as simple as that..
This is from Quora and possibly also A.I. generated, but hits the mark.

"There is no direct correlation between high IQ and morality. Intelligence and morality are two distinct aspects of a person's character and behavior.

People with high IQs can vary greatly in terms of their moral behavior, just like people with average or lower IQs. Intelligence can influence how people process information, make decisions, and understand complex ethical issues, but it does not determine whether a person will behave morally or immorally.

Morality is influenced by a variety of factors, including upbringing, personal values, cultural norms, empathy, and emotional intelligence, among others. A person's moral behavior is shaped by a combination of these factors rather than just their level of intelligence.

It is important to remember that intelligence is not a measure of a person's character or values. Morality is a complex and multifaceted aspect of human behavior that cannot be reduced to intelligence alone".

 

[Boab]

I don't think it's as simple as that..
This is from Quora and possibly also A.I. generated, but hits the mark.

"There is no direct correlation between high IQ and morality. Intelligence and morality are two distinct aspects of a person's character and behavior.

People with high IQs can vary greatly in terms of their moral behavior, just like people with average or lower IQs. Intelligence can influence how people process information, make decisions, and understand complex ethical issues, but it does not determine whether a person will behave morally or immorally.

Morality is influenced by a variety of factors, including upbringing, personal values, cultural norms, empathy, and emotional intelligence, among others. A person's moral behavior is shaped by a combination of these factors rather than just their level of intelligence.

It is important to remember that intelligence is not a measure of a person's character or values. Morality is a complex and multifaceted aspect of human behavior that cannot be reduced to intelligence alone".

Time to reflect on the important things in life.
Like finding some of mother earth in the last glass of this 389.

 

[Food4 thought]

Time to reflect on the important things in life.
Like finding some of mother earth in the last glass of this 389.

Rule 1 decant
Rule 2 decant
Rule 3 drink drink and don’t spill a drop

 

[IloveLamp]

Capacitive sensing MCU provides high signal quality in multi-sensor applications – FTM Board Club

www.my-boardclub.com

 

[DingoBorat]

Capacitive sensing MCU provides high signal quality in multi-sensor applications – FTM Board Club

www.my-boardclub.com

View attachment 66559 View attachment 66560

Is the date previsionary?
Stay tuned..

 

[Bravo]

Friends, American's, countrymen, lend me your ears.

Funny coming from a Van Gogh avatar

Apparently there wasn't anyone in his security detail who wanted to yell out "Donald duck!"

 

[Ahboy]

Was just about to go to bed, when I saw this video on YouTube, recorded on July 4th. Quickly scrolled through the slides and screenshotted some, but haven’t listened to the whole Webinar, which was jointly hosted by the Centers for Cybersecurity and AI Research and the School of Electrical Engineering and Computer Science at the University of North Dakota College of Engineering and Mines…

Dr. Venkata Sriram Nadendla from Missouri S&T was presenting on
EEG based SNNs for Braking Intent Detection on Neuromorphic Hardware




View attachment 66186

View attachment 66187

View attachment 66188

View attachment 66200

View attachment 66189
View attachment 66193
View attachment 66190

Decided to listen to the webinar, which revealed an interesting talking point by the presenter at 14:08. He talks about a patent filed by Ford in late 2023 and says the world is heading in that direction in regards to transportation and driver awareness using EEG.

A quick google search discusses the updated patent in the webinar that was initially filed in 2020.

https://fordauthority.com/2023/10/ford-vehicles-could-feature-brain-machine-interface-system/

Date Oct 2023:
"The Ford Authority Take
Back in November 2020, Ford revealed an EEG helmet that it was testing at the time, which uses the brain’s alpha waves to indicate how well a racing driver is performing over any given part of a race by using EG, or electroencephalogram. The idea is to gain insight into what it’s like from the point of view of the driver, as well as see what’s happening in their mind while they are competing, with the hopes that technology can improve performance. Late last year, the automaker followed up that idea by filing a patent for a vehicle operator identification system that can identify the driver from a database of users using information stored in something like a smartphone, and now, it has filed another patent that somewhat combines the two ideas – this time for a brain machine interface system."

 

[Fullmoonfever]

BeEmotion (Nviso).

I had been wondering about BRN / BeEmotion given the brand change etc and if still well engaged.

Just watched a couple of investment (raises) videos / webinars put out by Birchal with the BeEmotion team from a month ago.

They are like 50+ mins each but extremely well worth the time to pick some little potential nuggets out of.

There is the usual waffle, so to speak, but the outlines of what they have been doing, some engagement hints etc are quite interesting if you really want to hunt for dots

They appear to have a JV with Maaind if I read it right on one their slides and the BeEmotion CEO advised that whilst they have NDAs (who doesn't these days ) their JV partner has "some" of their own partners on their website that might give some "clues". Presuming it is Maaind but could be wrong.

Maaind | Mood-based Personalization with AI

Maaind is a leading neuroscience and AI company, creating an emotional intelligence layer that enables products and services to adapt to the user's emotions and stress levels in real-time, making experiences much more personalized and engaging.

www.maaind.com

About the 32.30 min mark on first vid if wanted to skip to. Interesting comment re a German(? Sound not that clear on ph) auto manufacturer demo (with BRN - MB or is it a diff one on their JV partner website - see if you spot it haha) and mentioned their joint demo at our booth this year. Quick to outline they are agnostic and have other relationships too, understandable, and it is primarily the customer deciding the final set up so to speak.



This next vid contains a lot more outline on current (Panasonic, Pain check) and potential upcoming relationships, Aus Defence, SLM v LLM, their mkt plans etc.

Very edge, on device, privacy, latency focused.



Their new BeEmotion website has the video of the in cabin demo though is edited (imo) of the original Nviso / BRN video.

Website with short version.

Discovery AI — BeEmotion

www.beemotion.ai

Gonna take a punt and say that Tata Elxsi and BeEmotion would near top of my list for take ups next 6 - 12 mths.

 

[MrNick]

NaNose join the NVIDIA Inception Program.

 

[Bravo]

Thanks for sharing FMF!

Some interesting comments from Tata Technologies CEO, Warren Harris, here in an article published November 2023.

Tata Tech could explore opportunities in high-tech, medical equipment soon, says CEO Warren Harris​

"India will be the engineering, research, and development hub for the global manufacturing company," says Warren Harris, Chief Executive Officer and MD of Tata Technologies Ltd.

In an exclusive conversation with ETMarkets, Tata Technologies CEO Warren Harris opened up about the company's future plans, Tata Tech's IPO, and the Indian market. Harris said that although Tata Technologies' focus will remain the same, the company could explore opportunities in high-tech and medical equipment in the future. Calling India an "increasingly important market", he added that it could follow in the footsteps of the IT industry when it comes to manufacturing.

Over 30% of Tata Technologies' revenue comes from India. It is quite a huge chunk. Where do you see the company in the next five years when it comes to India? What growth potential do you see in India?
We are an Indian company. We are very proud of our position in India. We believe India will follow the trajectory that the IT services industry has undertaken over the last 30 years. We firmly believe that because of the demographic advantage, and India's credentials in and around delivering professional services at scale, India will be the engineering, research, and development (ERND) hub for the global manufacturing company. We think India will deliver services to different parts of the world... so we are investing in people and, we are investing in the customers as well.

When it comes to aerospace, the group has invested in Air India and procured over $100 billion in aircraft. As far as global aerospace markets are concerned, India's significant influence will provide us with headwinds. The number of aircraft will double in the next 20 years, and much of the demand is going to come from India. India is not only going to be a source of resources and skills but it's going to be an increasingly important market going forward."

About 80% of the solutions that the company provides are for professional services and the remaining 20% is the technology business. Tata Tech is already into automotive, aerospace and heavy industry machinery. What other sectors Tata Technologies aims to focus on when it comes to expansion plans? Will the focus remain the same?

The focus will remain the same. We are first and foremost a professional services company and that's where we are primarily focused on investing & growing. In terms of industry focus, we think there is more than enough opportunity in automotive, aerospace, transport & construction heavy machinery. In automotive, farm, highway construction, and mining equipment (opportunity) is there - (as) typically that industry follows the automotive sector and so we have started to see a demand curve in the automotive industry. But we do see associating opportunities in hi-tech and medical equipment. We are working closely with chip manufacturers as well to deliver software-defined vehicle solutions to customers. The relationships and partnerships will provide us with opportunities in other verticals that we will look at seriously in the future."

Tata Tech could explore opportunities in high-tech, medical equipment soon, says CEO Warren Harris

We are first and foremost a professional services company and that's where we are primarily focused on investing & growing. In terms of industry focus, we think there is more than enough opportunity in automotive, aerospace, transport & construction heavy machinery. In automotive, farm, highway...

economictimes.indiatimes.com

Here's a snippet from an interview with Tata Technologies CEO, Warren Harris, discussing their joint venture with BMW. Tata Tech and BMW to hold 50% stake in the JV which includes delivering software-defined vehicle solutions for BMW.


(2.17 mins)

"Our proposition to BMW was also reinforced by other group companies and specifically companies like Tata Elxsi."

 

[Esq.111]

Good Morning Chippers ,

Got that feeling today ...... may see a little positive action.

Regards ,
Esq.

 

[manny100]

Here's a snippet from an interview with Tata Technologies CEO, Warren Harris, discussing their joint venture with BMW. Tata Tech and BMW to hold 50% stake in the JV which includes delivering software-defined vehicle solutions for BMW.


(2.17 mins)

"Our proposition to BMW was also reinforced by other group companies and specifically companies like Tata Elxsi."

Tata Elxsi - Artificial Intelligence

Tata Elxsi

www.tataelxsi.com

TATA views and aspirations regarding AI.

 

[rayzor]

Hi Chippers,
For all the techos.

Article in Market insights 7-14 July 2024 - Simply Wall Street

DYOR

Logic Chips Logic chips, or processors, are the brains within electronic devices and computing systems. These are the integrated circuits (ICs) that process information and control other components. The largest 10 microprocessor companies accounted for more than half of all revenue amongst chipmakers in 2023. There are many types of processors, with the most common being: Central processing units (CPUs) are the ‘brains’ in PCs, mobile phones and servers. They are also the brains in the growing list of smart devices. These chips include the CPUs designed and sold by Intel and AMD. Graphic processing units (GPUs) were originally developed to speed up image rendering. They do this by executing instructions in parallel rather than in series. Whether by luck or design, it turned out that GPUs are also great at processing large amounts of data - making them ideal for running AI models, amongst other tasks. Nvidia became the leader in the GPU space in the 1990s, which set it up for its current success. Digital signal processing units act as the interface between the real world and the digital world. The processors are essential to communication and networking. Data processing units combine CPUs or GPUs and networking components to ensure that data travels quickly and securely across a network. Microcontrollers (MCUs) are less powerful chips that can be pre-programmed to control devices. They are relatively cheap and use very little power. MCUs are used to control home appliances, vehicles and industrial machines. The table below shows some of the most well known examples, where they're located, their market cap, their 2023 revenues and what they primarily sell. CPU, GPU and Microcontrollers Moore’s Law and Process Nodes We’ll cover the manufacturing process in more detail in a future newsletter, but the topic of transistor density is worth a mention here. In 1962, one of the earliest integrated circuits contained 16 transistors. By 1964, a 120 transistor chip was commercially produced. This led Gordon Moore, one of the founders of Intel, to predict that the number of transistors on a chip would double every year for at least a decade. This became known as Moore's law and ultimately held true for at least five decades. Apple’s M2 chip contains 134 billion transistors, while Micron’s latest NAND module contains 5.3 trillion transistors. Increasing the transistor density of chips does three things: More transistors means more processing power per mm2 Smaller components use less power, so efficiency increases Small chips make PCs and smart devices possible Process nodes describe the scale at which chips are manufactured. The node size originally referred to the actual size of IC components in micrometers (μm) and then nanometers (nm). In 1970 the node size was around 20μm, or 20,000nm. The latest process nodes in production are 3nm or 0.015% of that size - except that isn’t quite accurate. Nowadays, process nodes are more of a marketing term and aren’t necessarily comparable between different foundries and chipmakers. The competition between the leading chipmakers takes place within the smallest process nodes, and is now approaching ‘1nm’. These chips are the most powerful and efficient, but, as you might expect, they’re also the most expensive. This doesn’t mean there isn't a place for chips based on older technologies and higher nodes. PCs and phones based on 14nm nodes are still common. Many of the microcontrollers used today are based on a 40nm process - which makes them very affordable. Is Moore’s law dead? Some say yes, while others disagree. Regardless, current process nodes are close to the limit: 1nm is the size of 5 silicon atoms! Going beyond that will require new material or a new approach. Mobile Processors and 5G Interestingly, most of the world's CPUs aren’t actually designed or sold by Intel and AMD. The processors in nearly every mobile phone sold today are based on IP licensed by Arm Holdings. These chips are manufactured and sold by numerous companies, including Apple. Mobile Processor Market Share - Counterpoint research Processors based on ARM’s architecture have low power consumption and heat generation, which makes them ideal for battery-powered devices. ARM chips are also making their way into more PCs and servers, and are winning market share away from Intel and AMD’s x86 CPUs. Microsoft recently announced a range of AI PCs that use Qualcomm’s ARM-based SnapDragon X processors. Qualcomm also licenses its technology to the entire mobile industry. The company developed the original 2G standard, which was adopted by the industry. Over the years this has evolved to the current 5G standard, and Qualcomm owns the patents to most of the technology. Communication and Networking Chips Every time you interact with the internet, data is travelling across the globe, via switches, data centres and servers - and then back to your PC or phone. All of this happens in seconds thanks to the chips and equipment made by a handful of companies. Broadcom is the leader in this field - which has also made it a leader in the current AI boom. Data centers don’t just need incredibly powerful GPUs to train AI models - they also need the infrastructure to tie it all together. This has created a massive opportunity for Broadcom and the other chipmakers that specialize in networking and infrastructure solutions. Just like the earlier table, here are some examples of communication and networking chip companies with their leading products, market caps and revenues. Communication and Networking Chipmakers The full article covers AI Accelerators, Neural Processing Units (NPU), and Tensor Processing Units (TPU)

The Insight: Taking the Long-Term View vs Playing the Cycle Given the fact that the semiconductor industry is cyclical, you may be wondering whether it’s worth owning chip stocks for the long term - or trying to time the cycles. We’re fans of long-term investing - but that doesn’t mean there’s never a time to sell or reduce exposure to an investment. Well-positioned semiconductor companies can create value over long periods - but investing at the right time certainly helps. If you invested in the leading chip stocks at the 2000 high you would have been underwater for quite a while - and in the case of Intel, you would still be in the red! Remember, no company, no matter how good, is worth an infinite price. Therefore, being good at estimating the value of a business is one of the keys to increasing your chances of investing success (along with having a good temperament). To get some perspective on a company’s current share price, it’s crucial to try and estimate its value (or view somebody else’s valuation), because: This will give you an idea of whether the stock is potentially overvalued or undervalued, and You’ll understand what fundamental developments would need to occur for this estimated valuation, and today’s price, to make sense. That’s where our narrative tool comes in. This tool is accessible when setting a Fair Value on any stock in your watchlist or portfolio, and it allows you to use the Future PE multiple approach to estimate the value of the stock. With this approach, you are estimating the price you think the market will pay for the stock at some point in the future. This Nvidia investment narrative from an SWS analyst is a great example, based on a five-year time horizon with a fair value estimate based on a P/E exit multiple. There are six components to this estimate: The time horizon (3, 5 or 10 years) The average annual revenue growth rate for that period The expected profit margin at the end of that period The expected P/E ratio at the end of that period The estimated number of shares outstanding at the end of the period The discount rate Nvidia Fair Value Estimate - P/E exit multiple approach - Simply Wall St The estimate above is based on a revenue growth rate of 21.6%, a profit margin of 40% and a future P/E ratio of 60x. Based on those assumptions, the fair value estimate is $137 implying that the share is undervalued by 7%. But of course, you may not agree with those assumptions - and we encourage you to experiment with your own estimates! This other SWS analyst has their own narrative on Nvidia, and they have a very different opinion and assumptions! For stocks you’re interested in, play around with possible revenue growth rates, profit margins and future PE multiples to see what fair values might make sense based on what you think is likely. Then write down your narrative that explains what catalysts will get it there, what assumptions your making and what risks could derail your narrative. Next week we will look at analog chips and the crucial ingredient for long-term returns: capital allocation.

 

[Pom down under]

 

[MrNick]

View attachment 66580

NaNose Medical and BrainChip Innovation | Semico Research

Semico recently published an article in our March, 2021 IPI Newsletter detailing a press release between NaNose (Nano Artificial Nose) Medical and BrainChip in which they jointly announced a new system for medical diagnosis COVID-19. This system used an artificially intelligent nano-array based...

semico.com

 

[GDJR69]

NaNose Medical and BrainChip Innovation | Semico Research

Semico recently published an article in our March, 2021 IPI Newsletter detailing a press release between NaNose (Nano Artificial Nose) Medical and BrainChip in which they jointly announced a new system for medical diagnosis COVID-19. This system used an artificially intelligent nano-array based...

semico.com

That article appears to be from March 2021.

 

[MrNick]

That article appears to be from March 2021.

Indeed, and, as NaNose recently announced their inclusion with NVIDIA I thought it relevant to remind those who may not be aware that we were once connected with their research. If that's not the case anymore then please update us. Otherwise, knowledge is always useful however it's used.