BRN Discussion Ongoing

Cardpro

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I don’t know about you guys but I’m looking forward to a huge short squeeze. Just the imagination about how they will panic infront of their computer or phone, is already satisfying! Then I will turn to “the dean” and his friends and say “AHHHHH what a nice day to delete all your accounts and search for the next stock to bash ha?”

No but honestly….. it would be satisfying
I guess they've already been feeling that for the past 2 years or longer...
 
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Diogenese

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Found this in the warren:


Do we really need NPUs now? (youtube.com)



At about 5 minutes, he provides a demonstration of the use of weights in an NPU.


2:25 - This slide shows that real estate on the chips is at a premium:
1722817818498.png

You can see why they are moving to multi-layer (3D) chips.

The video assumes NNs use MACs. It does not address SNN.
 
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2:25 - This slide shows that real estate on the chips is at a premium:
View attachment 67581
You can see why they are moving to multi-layer (3D) chips.

The video assumes NNs use MACs. It does not address SNN.
Only thing then is, you increase your cooling requirements (with 3D chips) with current technology..
 
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Diogenese

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7für7

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If we add one and one together, it’s obvious that we are on the brink of a breakthrough. It’s like in every person’s life. When you work hard on something, you put all your energy into it and, depending on the project, up to 90-95% of your assets. And when you are close to having used everything up, the tree starts to bear fruit. In such moments, the wheat is separated from the chaff! Do you give up and quit? In this case, all the effort was in vain, and you could have invested your energy and money elsewhere. Or do you give it your all at the end to leave no stone unturned and then enjoy the growth? It’s up to each individual to decide how to act. But think about how some people here in the forum have thought in the past, "If only I had held out a little longer" (not investment advice), just my personal view of things.
 
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7für7

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Fu…. It I just sold all my shares ! What a sh.t Stock i was thinking I get millionair… now I’m sitting on a dead horse pretending I am a jokey… maybe more like a joke than a jokey… pump and dump sh…t…


Oh sorry wrong Forum… I thought it’s the Conico. Forum 😂
 
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rgupta

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If we add one and one together, it’s obvious that we are on the brink of a breakthrough. It’s like in every person’s life. When you work hard on something, you put all your energy into it and, depending on the project, up to 90-95% of your assets. And when you are close to having used everything up, the tree starts to bear fruit. In such moments, the wheat is separated from the chaff! Do you give up and quit? In this case, all the effort was in vain, and you could have invested your energy and money elsewhere. Or do you give it your all at the end to leave no stone unturned and then enjoy the growth? It’s up to each individual to decide how to act. But think about how some people here in the forum have thought in the past, "If only I had held out a little longer" (not investment advice), just my personal view of things.
Fu…. It I just sold all my shares ! What a sh.t Stock i was thinking I get millionair… now I’m sitting on a dead horse pretending I am a jokey… maybe more like a joke than a jokey… pump and dump sh…t…


Oh sorry wrong Forum… I thought it’s the Conico. Forum 😂
You are rightly showing better emotions. Almost every long term holder may be thinking like you.
But when you look at technology shares we are not alone here. Every big or small company has to go through these patches.
End of the day I would like to say only one thing " even the destiny support the braves" now if the company dies down then the brave will be those who sell their stock in time and if the company gets some deals and sp move up then the braves will be those who kept the shares even after so much of beating.

On a safe side we have at least 6 quarters of runway to survive, which means we can wait for next big announcement.
 
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7für7

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You are rightly showing better emotions. Almost every long term holder may be thinking like you.
But when you look at technology shares we are not alone here. Every big or small company has to go through these patches.
End of the day I would like to say only one thing " even the destiny support the braves" now if the company dies down then the brave will be those who sell their stock in time and if the company gets some deals and sp move up then the braves will be those who kept the shares even after so much of beating.

On a safe side we have at least 6 quarters of runway to survive, which means we can wait for next big announcement.
Sure! That’s why it is also important to make your own research right? But let us be honest… if I would look only to the share price, I would never invest. But if you look to the progress, with feedbacks from all our partners and prognosis for our sector, you can not ignore the positiv Aspects which are major to me… the only negative is the share price… everything else is fine… and contracts will be signed As well.. you can not tell me that we will fail after all this positive feedback! 🤷🏻‍♂️
 
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I had a thought which is unusual, but Sean did say we are very close to getting one maybe 2 things across the line, don’t be too shocked if we don’t get any announcement this year due to NDA?
 
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Yoda

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I had a thought which is unusual, but Sean did say we are very close to getting one maybe 2 things across the line, don’t be too shocked if we don’t get any announcement this year due to NDA?
As soon as they have an unconditional agreement they are required to disclose it to the market under the continuous disclosure rules of the ASX. They can't hide behind an NDA in that situation.
 
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Guzzi62

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I had a thought which is unusual, but Sean did say we are very close to getting one maybe 2 things across the line, don’t be too shocked if we don’t get any announcement this year due to NDA?
I am sure he will be very keen to announce a deal but a NDA is a NDA and must be honored.

I would say 50/50 if a signed deal involve a NDA or not, I guess it's more during the evaluation phase they keep it under the radar?

The 4C's will reveal if a deal is struck or not, IF a large lump-sum is paid. I think Sean said they are flexible regarding the IP deals and some might not want to pay a large sum up first but then pay a bit more for each chip sold.

As soon as they have an unconditional agreement they are required to disclose it to the market under the continuous disclosure rules of the ASX. They can't hide behind an NDA in that situation.
Okay but what do they do if the customer insists on secrecy?
 
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Shadow59

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As soon as they have an unconditional agreement they are required to disclose it to the market under the continuous disclosure rules of the ASX. They can't hide behind an NDA in that situation.
What if the agreement is with Megachips or Renesas for using akida ip.
 
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7für7

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The 4C's will reveal if a deal is struck or not, IF a large lump-sum is paid. I think Sean said they are flexible regarding the IP deals and some might not want to pay a large sum up first but then pay a bit more for each chip sold.


Okay but what do they do if the customer insists on secrecy?
Same thoughts here
 
I am sure he will be very keen to announce a deal but a NDA is a NDA and must be honored.

I would say 50/50 if a signed deal involve a NDA or not, I guess it's more during the evaluation phase they keep it under the radar?

The 4C's will reveal if a deal is struck or not, IF a large lump-sum is paid. I think Sean said they are flexible regarding the IP deals and some might not want to pay a large sum up first but then pay a bit more for each chip sold.


Okay but what do they do if the customer insists on secrecy?
Thanks as it hurts the brain thinking too much

1722824624554.gif
 
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Yoda

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What if the agreement is with Megachips or Renesas for using akida ip.
They already have an IP agreement with Megachips and Renesas. A further agreement would likely not be necessary for those companies to use Akida in a product. A contract with a client of those companies to produce product for them containing Akida, providing it did not involve BRN as a party (which is unlikely), would not require BRN to disclose anything to the market. This is perhaps another reason why Sean said 'watch the financials'. (This is not advice but if you disagree, who should I sent my invoice to? :ROFLMAO:)
 
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TECH

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Gidday all believers, stressed out or otherwise.

FACT: We have progressed in a number of areas within the company, it appears to me at least that we are still running a pretty tight ship,
and I'm only referring to staff management, not the leaky type ship !

The cost savings associated with the closing down of the Research Institute in Perth would involve between 10-15 employees, that's including the 3 guys formally on the SAB and then there's the building lease, which at the time Peter told me we got a great deal as the CBD in Perth had more
commercial vacancy signs than buildings, if that makes sense ?

Obviously the 2 new gentlemen joining the SAB will be on an agreed consultancy fee, but from my knowledge of prior members, it's not a
big sum annually.

Centralizing things at HQ in Laguna Hills around Tony Lewis and the hardware team does make sense, and keeping in mind that Peter is
only a zoom call away and is still active with his research from two locations I believe, despite being semi-retired (my opinion).

For the ones whom maybe wondering about Shaw and Partners Ltd, we do have a direct contact with this company, through our NED,
Geoff Carrick, who held the position of Director of Corporate Finance between 2016-2019, when Lou first used this financial conduit to
help us raise funds on at least 2/3 occasions from memory.

Correct me if I'm wrong here, but during the AGM Sean stated that we weren't looking at a Capital Raise, but the Board was always open
to potentially better opportunities if they presented themselves, my gut feeling is that this Capital Raise was already in the pipeline, as
Sean did state at the AGM he was off to met up with several Institutions in Sydney and Melbourne during his short visit to Australia, which
when I really think about it, these meetings had been discussed prior to his arrival, hence 2 months after the AGM we find ourselves in
this position, depending on your view point, for good or bad.

Have a positive day, it's great to be alive and breathing.....regards to all..........Tech (y)
 
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Gidday all believers, stressed out or otherwise.

FACT: We have progressed in a number of areas within the company, it appears to me at least that we are still running a pretty tight ship,
and I'm only referring to staff management, not the leaky type ship !

The cost savings associated with the closing down of the Research Institute in Perth would involve between 10-15 employees, that's including the 3 guys formally on the SAB and then there's the building lease, which at the time Peter told me we got a great deal as the CBD in Perth had more
commercial vacancy signs than buildings, if that makes sense ?

Obviously the 2 new gentlemen joining the SAB will be on an agreed consultancy fee, but from my knowledge of prior members, it's not a
big sum annually.

Centralizing things at HQ in Laguna Hills around Tony Lewis and the hardware team does make sense, and keeping in mind that Peter is
only a zoom call away and is still active with his research from two locations I believe, despite being semi-retired (my opinion).

For the ones whom maybe wondering about Shaw and Partners Ltd, we do have a direct contact with this company, through our NED,
Geoff Carrick, who held the position of Director of Corporate Finance between 2016-2019, when Lou first used this financial conduit to
help us raise funds on at least 2/3 occasions from memory.

Correct me if I'm wrong here, but during the AGM Sean stated that we weren't looking at a Capital Raise, but the Board was always open
to potentially better opportunities if they presented themselves, my gut feeling is that this Capital Raise was already in the pipeline, as
Sean did state at the AGM he was off to met up with several Institutions in Sydney and Melbourne during his short visit to Australia, which
when I really think about it, these meetings had been discussed prior to his arrival, hence 2 months after the AGM we find ourselves in
this position, depending on your view point, for good or bad.

Have a positive day, it's great to be alive and breathing.....regards to all..........Tech (y)
"Peter is only a zoom call away and is still active with his research from two locations I believe, despite being semi-retired (my opinion)"

I don't think Peter is the type of person, that would ever "really" fully retire from his work, regardless of the fact, that AKIDA is his baby..

So I concur.
 
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manny100

Regular
Gidday all believers, stressed out or otherwise.

FACT: We have progressed in a number of areas within the company, it appears to me at least that we are still running a pretty tight ship,
and I'm only referring to staff management, not the leaky type ship !

The cost savings associated with the closing down of the Research Institute in Perth would involve between 10-15 employees, that's including the 3 guys formally on the SAB and then there's the building lease, which at the time Peter told me we got a great deal as the CBD in Perth had more
commercial vacancy signs than buildings, if that makes sense ?

Obviously the 2 new gentlemen joining the SAB will be on an agreed consultancy fee, but from my knowledge of prior members, it's not a
big sum annually.

Centralizing things at HQ in Laguna Hills around Tony Lewis and the hardware team does make sense, and keeping in mind that Peter is
only a zoom call away and is still active with his research from two locations I believe, despite being semi-retired (my opinion).

For the ones whom maybe wondering about Shaw and Partners Ltd, we do have a direct contact with this company, through our NED,
Geoff Carrick, who held the position of Director of Corporate Finance between 2016-2019, when Lou first used this financial conduit to
help us raise funds on at least 2/3 occasions from memory.

Correct me if I'm wrong here, but during the AGM Sean stated that we weren't looking at a Capital Raise, but the Board was always open
to potentially better opportunities if they presented themselves, my gut feeling is that this Capital Raise was already in the pipeline, as
Sean did state at the AGM he was off to met up with several Institutions in Sydney and Melbourne during his short visit to Australia, which
when I really think about it, these meetings had been discussed prior to his arrival, hence 2 months after the AGM we find ourselves in
this position, depending on your view point, for good or bad.

Have a positive day, it's great to be alive and breathing.....regards to all..........Tech (y)
I think when Peter retired from fulltime to retired consultant it allowed Sean to make the odd move he would not have undertaken .Sort of freed him up a bit.
I am pleased part of the raise is for tech improvements. A good sign going forward. No doubt some as a result of customer Gen2 and TENNS feedback.
I get the impression BRN are not sweating on the SPP retail take up.
I am not the least bit nervous about my holding and still accumulating.
Plenty of engagements/NDA's.
Tata Elxsi said they will be driving AKIDA into Health and Industrial. Will is a firm future word. As all engagements this will take time.
My personal view is the Tata " will" is somewhat a risk mitigator describing an intention.
Then there is Mercedes which have declared their position.
From the AGM - Engagements are getting close to decision time. One big deal will see us profitable overnight.
I think we are getting closer to a deal or 2 or 3. However it may take more time from the deal


'
 
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Hey @Esq, when do you think we'll see an appearance from your parrots again?..

Are they dead, or just pining for the fjords?..
 
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Diogenese

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Unless you use Akida.
Hi @DingoBorat ,

Several months ago, we were discussing Sony's 3D chip arrangement, possibly in relation to Prophesee, and I suggested that this would be a suitable tech for Akida because Akida would reduce the overall power consumption by removing the heavy lifting from the CPU so there would be less heat to dissipate.

Unfortunately, I don't think Sony were paying attention ...
 
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