BRN Discussion Ongoing

[charles2]

Chip politics US v China

Second thoughts with comments

California Democrats fear US tech firm 'death spiral' with more China curbs

California Democrats are calling on the Biden administration to freeze reported plans to impose fresh restrictions on U.S. technology exports to China, arguing unilateral curbs benefit foreign rivals at the expense of U.S. businesses. Washington has imposed a raft of restrictions on exports of...

www.yahoo.com

 

[DingoBorat]

Chip politics US v China

Second thoughts with comments

California Democrats fear US tech firm 'death spiral' with more China curbs

California Democrats are calling on the Biden administration to freeze reported plans to impose fresh restrictions on U.S. technology exports to China, arguing unilateral curbs benefit foreign rivals at the expense of U.S. businesses. Washington has imposed a raft of restrictions on exports of...

www.yahoo.com

America's policies to stifle Chinese progress, are backfiring.
I pulled this article up, on a 1 minute search..

China strengthens state direction in latest semiconductor-industry push | The Strategist

The latest round of state investments in China’s semiconductor industry reveals an evolving approach by the Chinese government characterised by greater state involvement and strategic oversight. This introduces notable adjustments to the model that has ...

www.aspistrategist.org.au

"This latest push is likely to help China catch up with the United States faster. That’s the opposite to what the United States has been trying to achieve"

They will likely develop better chip technology, than the West, in time and they were pushed into it, by necessity.

 

[dippY22]

Renumeration???

Sean maybe as a CEO you should become acquainted with

Remuneration.

Jeez Chuck, give the guy a brake. Irrespective of his malaprop, I'm not ad verse to his words affect. I get what he meant, though it doesn't jive with proper english. When our aggressive sales force lands the big one whom between us will complane about renumerations? I would complement most all he says during his presentationing. He and his board will deserve there awards when our ship comes. He doesn't mispeak continually so I'd cut him some slack. I will add he does knead to be discrete when talking with customers. The farther he executes his plan the fewer misstakes we should see.

Sean does good speaking most times. Impatient investers may be impacted by miner things like this. I'm knot. I insure you, he is just human, irregardless what some may think. As our principled company moves ahead I would caution us all about slandering Sean. Personally I inferred what he said to mean pay. So, I insure every one that this miner muck up regarding numbers of remurerations is a nothing burger.

I say we precede to our next big podcast from our company's principle an let by gones be gone. Trust in me that this company is not stationery.
Farther, I sympathize with Sean because I make misstakes some times. Penultimately our company will secede, so lets get on the board.

Sincerely, dippY

P.S. My apologies to all the readers for whom English may be a second (third, fourth,....) language. My post was meant for those for whom English is a primary language and who, like me, bristle when fractured English is used by well meaning and innocent folks.

English is not an easy language to grasp and learn and the myriad grammer rules that may or may not apply. I applaud foreign born English speakers who have mastered writing my most difficult English language, ...like Frangini, for example.

 

[Diogenese]

Your post makes my hackles bristol.

You are a menace to eloqution and talking proper.

 

[cosors]

Your post makes my hackles bristol.

You are a menace to eloqution and talking proper.

Oha. Google replaces "stationery" with "Pappenstiel" cardboard handle. Germans know what is meant, but I'm not sure if it's in the poster's interest.)

 

[7für7]

Jeez Chuck, give the guy a brake. Irrespective of his malaprop, I'm not ad verse to his words affect. I get what he meant, though it doesn't jive with proper english. When our aggressive sales force lands the big one whom between us will complane about renumerations? I would complement most all he says during his presentationing. He and his board will deserve there awards when our ship comes. He doesn't mispeak continually so I'd cut him some slack. I will add he does knead to be discrete when talking with customers. The farther he executes his plan the fewer misstakes we should see.

Sean does good speaking most times. Impatient investers may be impacted by miner things like this. I'm knot. I insure you, he is just human, irregardless what some may think. As our principled company moves ahead I would caution us all about slandering Sean. Personally I inferred what he said to mean pay. So, I insure every one that this miner muck up regarding numbers of remurerations is a nothing burger.

I say we precede to our next big podcast from our company's principle an let by gones be gone. Trust in me that this company is not stationery.
Farther, I sympathize with Sean because I make misstakes some times. Penultimately our company will secede, so lets get on the board.

Sincerely, dippY

P.S. My apologies to all the readers for whom English may be a second (third, fourth,....) language. My post was meant for those for whom English is a primary language and who, like me, bristle when fractured English is used by well meaning and innocent folks.

English is not an easy language to grasp and learn and the myriad grammer rules that may or may not apply. I applaud foreign born English speakers who have mastered writing my most difficult English language, ...like Frangini, for example.

English is not a difficult language. The problem is that English has different dialects. The challenging part is distinguishing between British, American, Australian, South African, etc. It's also funny how native speakers sometimes don't even understand each other in their own country.! There are more difficult languages in the world … the minion language for example

 

[buena suerte :-)]

A GREEN Friday today one would think maybe hit 20c

World markets look in good shape!

Happy Friday Chippers

 

[manny100]

Gidday All..I thought Tony's questions would have been a fair representation of shareholders concerns during the previous quarter..Sean was obviously reading a prepared, controlled response sheet..very robotic..that I don't like, not this far into his 5 year plan..as some others have already mentioned, rather too guarded.

We have the funds, we have the strong patent portfolio, with have the ever growing IP portfilio, we have added the software to the hardware offering, we have and still are bending over backwards to appease the EAP's...it really is OUT OF OUR CONTROL NOW...they, it or whomever will either commit, or just keep kicking tyres, it is frustrating..BUT as 2025 draws closer things may just surprise many of us...I'm still very positive but am honest enough to say I'm not satisfied at this point in our journey...TENN's X TENN's

Hi Tech, i am very positive as well. Our patent portfolio will just keep adding value. Gen 2 plus Tenns. Now looking at adapting TENNs to LLM's very soon. Planning to spend way more on R & D so expect some more patents. GEN 3 will be programmable by laypeople like us - that is big.
Patents are our safety nest egg.
The deals will come. Patience required.

 

[TECH]

Hi Tech, i am very positive as well. Our patent portfolio will just keep adding value. Gen 2 plus Tenns. Now looking at adapting TENNs to LLM's very soon. Planning to spend way more on R & D so expect some more patents. GEN 3 will be programmable by laypeople like us - that is big.
Patents are our safety nest egg.
The deals will come. Patience required.

Totally agree, I think your posts are always well written/thought out and balanced, so thanks for contributing to the forum, I'm
sure that I speak for many....cheers Tech

 

[7für7]

Did we reach the bottom finally? Let’s go BRAINCHIP!

 

[Food4 thought]

I wish I had the time and brains to do research
But unfortunately I have limited time, knowledge and experience in this area.

I want to say to all you amazing people in this forum a big thank you for the tireless effort and dedication that goes into this amazing community, and to the other people that constantly put down and create division and fear well you can go and truck off.
A balanced argument is necessary for sure but not when it becomes to personal

Brainchip to the moon and beyond

 

[Pom down under]

Did we reach the bottom finally? Let’s go BRAINCHIP!

Yep I’m officially skint @DingoBorat

 

[DingoBorat]

Yep I’m officially skint @DingoBorat

View attachment 68065

Are you telling me, you have nothing left to sell?..

Get a grip and welcome to my World.

 

[toasty]

Interesting buy/sell spread this morning......

 

[AI_Inquirer]

FF
After listening to the Quarterly Update it seems that the AKIDA product portfolio now includes:

1. AKD1000 SoC

2. AKD1000 IP

3. AKD1500 Chip

4. AKD1500 IP

5. AKIDA 2.0 IP

6. AKIDA 2.0 TENNS IP

7. TENNS software

8. TENNS Pleiades software

9. VVDN AKIDA Edge Box

10. EDGX-1 Brain

11. (To be released) Unigen AKIDA Ai Cupcake Edge Server

12. (Under Development) Cloud based AKIDA FPGA Development Environment.

13. Models for Noise Cancellation and Keyword Spotting.

14. Optimised models for GENAi applications at the Edge including ASR.

My opinion only DYOR

Fact Finder

1. AKD1000 SoC – A limited run of chips was produced with no plans for further production. The chips did not generate significant revenue or sell and are now being repurposed for applications like edge boxes.

2. AKD1000 IP – Two IP licenses have been sold (Renesas and Megaship), and Sean mentions that ongoing engagement continues with others.

3. AKD1500 Chip - The AKD1500 is an accelerator reference chip, which assists partners in developing and demonstrating their solutions as a stepping stone to integrating the Akida IP into their production SoCs - It’s not meant to be a revenue stream (just like edge boxes).

4. AKD1500 IP – No licenses have been sold. However, it's worth noting that Megachip said on LinkedIn they played a role in developing Akida1500, which I found interesting, as it suggested they might have had an end client or their own use in mind.

5. AKIDA 2.0 IP – No licenses sold.

6. AKIDA 2.0 TENNS IP - not a product still in development.

7. TENNS software - not a product still in development.

8. TENNS Pleiades software - not a product still in development.

9. VVDN AKIDA Edge Box – It's not intended to be a source of significant revenue but rather to showcase Akida's capabilities.

10. EDGX-1 Brain – This is not a product; it is a partnership project being undertaken under a non-binding Memorandum of Understanding with EDGX.

11. (To be released) Unigen AKIDA Ai Cupcake Edge Server – as per VVDN box

12. (Under Development) Cloud based AKIDA FPGA Development Environment.

13. Models for Noise Cancellation and Keyword Spotting.

14. Optimised models for GENAi applications at the Edge including ASR.

Items 12 to 14 are not products but are under development to support the IP being sold. Sean has repeatedly emphasised that we are an IP-focused company. Our current IP product portfolio available now is AKIDA1.0, AKIDA1500, and AKIDA 2.0, and these are the products we are aiming to sell to reach viability.

 

[Bravo]

1. AKD1000 SoC – A limited run of chips was produced with no plans for further production. The chips did not generate significant revenue or sell and are now being repurposed for applications like edge boxes.

2. AKD1000 IP – Two IP licenses have been sold (Renesas and Megaship), and Sean mentions that ongoing engagement continues with others.

3. AKD1500 Chip - The AKD1500 is an accelerator reference chip, which assists partners in developing and demonstrating their solutions as a stepping stone to integrating the Akida IP into their production SoCs - It’s not meant to be a revenue stream (just like edge boxes).

4. AKD1500 IP – No licenses have been sold. However, it's worth noting that Megachip said on LinkedIn they played a role in developing Akida1500, which I found interesting, as it suggested they might have had an end client or their own use in mind.

5. AKIDA 2.0 IP – No licenses sold.

6. AKIDA 2.0 TENNS IP - not a product still in development.

7. TENNS software - not a product still in development.

8. TENNS Pleiades software - not a product still in development.

9. VVDN AKIDA Edge Box – It's not intended to be a source of significant revenue but rather to showcase Akida's capabilities.

10. EDGX-1 Brain – This is not a product; it is a partnership project being undertaken under a non-binding Memorandum of Understanding with EDGX.

11. (To be released) Unigen AKIDA Ai Cupcake Edge Server – as per VVDN box

12. (Under Development) Cloud based AKIDA FPGA Development Environment.

13. Models for Noise Cancellation and Keyword Spotting.

14. Optimised models for GENAi applications at the Edge including ASR.

Items 12 to 14 are not products but are under development to support the IP being sold. Sean has repeatedly emphasised that we are an IP-focused company. Our current IP product portfolio available now is AKIDA1.0, AKIDA1500, and AKIDA 2.0, and these are the products we are aiming to sell to reach viability.

 

[Smoothsailing]

1. AKD1000 SoC – A limited run of chips was produced with no plans for further production. The chips did not generate significant revenue or sell and are now being repurposed for applications like edge boxes.

2. AKD1000 IP – Two IP licenses have been sold (Renesas and Megaship), and Sean mentions that ongoing engagement continues with others.

3. AKD1500 Chip - The AKD1500 is an accelerator reference chip, which assists partners in developing and demonstrating their solutions as a stepping stone to integrating the Akida IP into their production SoCs - It’s not meant to be a revenue stream (just like edge boxes).

4. AKD1500 IP – No licenses have been sold. However, it's worth noting that Megachip said on LinkedIn they played a role in developing Akida1500, which I found interesting, as it suggested they might have had an end client or their own use in mind.

5. AKIDA 2.0 IP – No licenses sold.

6. AKIDA 2.0 TENNS IP - not a product still in development.

7. TENNS software - not a product still in development.

8. TENNS Pleiades software - not a product still in development.

9. VVDN AKIDA Edge Box – It's not intended to be a source of significant revenue but rather to showcase Akida's capabilities.

10. EDGX-1 Brain – This is not a product; it is a partnership project being undertaken under a non-binding Memorandum of Understanding with EDGX.

11. (To be released) Unigen AKIDA Ai Cupcake Edge Server – as per VVDN box

12. (Under Development) Cloud based AKIDA FPGA Development Environment.

13. Models for Noise Cancellation and Keyword Spotting.

14. Optimised models for GENAi applications at the Edge including ASR.

Items 12 to 14 are not products but are under development to support the IP being sold. Sean has repeatedly emphasised that we are an IP-focused company. Our current IP product portfolio available now is AKIDA1.0, AKIDA1500, and AKIDA 2.0, and these are the products we are aiming to sell to reach viability.

FF intention is clearly in support of BRN without nitpicking or dreary downward dribble imo.
Go brainchip.

 

[skutza]

All I am going to say about the Podcast is that;

"I am still very confident that Sean is very confident that things are going to happen. I am very confident that Sean is very confident that customers are even more engaged than they were we he was very confident last time. So I remain confident that at some point in time between now and when it happens that it will happen. "

So who else is confident?

 

[AI_Inquirer]

FF intention is clearly in support of BRN without nitpicking or dreary downward dribble imo.
Go brainchip.

When it’s deliberate misinformation to create a false narrative (even if it's a positive one), it’s not helpful.

When it contradicts the messaging our CEO has been advocating for the past two years emphasising staying focused on IP rather than chips, boxes, or software, it’s not helpful.

I’ve made an effort to clearly and honestly explain the current status or backstory of the listed items, distinguishing between core IP products and supporting pieces, and identifying what needs to be sold to make our business model work. Not everyone reading this forum may have the background knowledge, as some of these items are a few years old.

I'm eager to see more of your copy-and-paste posts that you neither wrote nor understand.

 

[Pom down under]

Are you telling me, you have nothing left to sell?..

Get a grip and welcome to my World.


View attachment 68067

Last time I tried to sell the wife I only got offered 2 cows and I camel