BRN Discussion Ongoing

[TECH]

Intel board member quit after differences over chipmaker's revival plan.​

Jeez, Intel seems to be in big trouble, sold all their ARM shares and no dividends for investors.

Quote: The sudden resignation of a high-profile Intel (INTC) board member came after differences with CEO Pat Gelsinger and other directors over what the director considered the U.S. company’s bloated workforce, risk-averse culture and lagging artificial intelligence strategy, according to three sources familiar with the matter.

SP dropped around 35% in a month and over 50% over 6 months, currently an 85 billion MC.

Intel board member quit after differences over chipmaker's revival plan

The sudden resignation of a high-profile Intel board member came after differences with CEO Pat Gelsinger and other directors over what the director considered the U.S. company’s bloated workforce, risk-averse culture and lagging artificial intelligence strategy, according to three sources...

us.yahoo.com

Exactly..Intel is no longer the chip powerhouse it once was..I think a 10 billion USD "buy-in" could be considered..I do know someone who would consider it..as long as Mike gave up chasing "chiplets" and joined a leading Edge IP company on a reduced salary..just saying..my opinion only of course..does Intel really have a market cap. of 85 Billion USD..that's interesting.
Good evening All...Tech.

 

[Diogenese]

Does anyone know why the two agreements with Frontgrade Gaisler and Airbus Defense and Space were for a total €190k only? I thought licences for AKIDA cost $1 million.

Why would any other company want to spend $1 million now that it's been officially communicated that the technology can be obtained for much less?

It probably isn't a licence to manufacture Akida 2.

Also. i doubt it is a licence for TeNNs,but I could be wrong.

'It may be for the development of model libraries.

 

[Jacob Kiraz]

Ggood point

 

[DingoBorat]

Does anyone know why the two agreements with Frontgrade Gaisler and Airbus Defense and Space were for a total €190k only? I thought licences for AKIDA cost $1 million.

Why would any other company want to spend $1 million now that it's been officially communicated that the technology can be obtained for much less?

There Is no set fee, for the licence, or any agreement, profit sharing etc between BrainChip and any of their customers, potential customers or partners.

If they were licencing to put AKIDA into millions of phones, the licence fee, would be higher and the royalties lower.

Where the companies we are dealing with are, in the "food chain" and what value in "marketing" they bring to the table, would also be taken into consideration, at least you would think..

Personally, someone like Musk can have the licence for free, if it was my call..

Both Frontgrade Gaisler and Airbus Defense's use cases are much, much lower at the moment.

At least, that's how I see it..

 

[manny100]

Here's an extract from Weebit's Annual Report released on the ASX today.

Sure would be nice to see the BrainChip BOD doing the same thing!!!!!!!!



View attachment 68609

Our ex staff are doing the right thing. LDN still holds circa 5 mill shares, Neil Rinaldi circa 2.1MILL, Stephen Liebeskind circa 2.35 mill and Dr Adam Osseiran (ex Director) via the Family trust circa 7.3 mill shares.
Shows faith in the future of Brainchip.

 

[manny100]

We are officially working with Tata Elxsi on medical and industrial applications.

I have to wonder if Automotive Industry counts as industrial applications. I’m thinking it does !

Why exclude automotive industrial applications from the partnership …

View attachment 68623

Agree, India is the new global growth engine so a Tata partnership is the way to go.

 

[GazDix]

Our ex staff are doing the right thing. LDN still holds circa 5 mill shares, Neil Rinaldi circa 2.1MILL, Stephen Liebeskind circa 2.35 mill and Dr Adam Osseiran (ex Director) via the Family trust circa 7.3 mill shares.
Shows faith in the future of Brainchip.

Good point. Also PVDM not selling shares since about 2 years ago when he donated a good portion to charity when SP was about 50 cents or so.

Makes me feel good my measly holding compared to his, ran down a lot less in dollar terms than Peter.

Point being though, takeover will be difficult for a potential buyer because of the structure of the SOI.

 

[Fullmoonfever]

Whilst this is about what we already know with Frontgrade, I do like the authors line of thinking....or is it just wishful

Company from Tel Aviv but play in the tech space.

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HardwareBee | LinkedIn

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il.linkedin.com

 

[Fullmoonfever]

Whilst this is about what we already know with Frontgrade, I do like the authors line of thinking....or is it just wishful

Company from Tel Aviv but play in the tech space.

Find electronic design companies, FPGA design companies, Embedded Software Companies, PCB makers - HardwareBee

The quickest way to find any Electronic Design Services, FPGA Design Services, Embedded Software Companies, PCB Layout Services, PCB and Manufacturers turnkey services.

hardwarebee.com

HardwareBee | LinkedIn

HardwareBee | 5,401 עוקבים על לינקדאין. - Get Multiple Quotes for Your Electronic/FPGA Design Project | HardwareBee is marketplace linking electronic design service providers and companies in search of development services. Using HardwareBee, companies can easily find electronic development and...

il.linkedin.com

View attachment 68633

And another small business from India....I'll take whatever PR to get us out there....though I do like the basket of key players they put us with

SEMIC | LinkedIn

SEMIC | 371 followers on LinkedIn. IT & Management Consulting | At SEMIC, we empower medium and large enterprises with expert business consulting and digital transformation services. Founded by ISB alumni, we specialize in strategic business consulting, integrated marketing solutions, IT...

www.linkedin.com

Semic | Enterprise IT Solutions & Digital Transformation

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www.semic.in

 

[dippY22]

There Is no set fee, for the licence, or any agreement, profit sharing etc between BrainChip and any of their customers, potential customers or partners.

If they were licencing to put AKIDA into millions of phones, the licence fee, would be higher and the royalties lower.

Where the companies we are dealing with are, in the "food chain" and what value in "marketing" they bring to the table, would also be taken into consideration, at least you would think..

Personally, someone like Musk can have the licence for free, if it was my call..


View attachment 68632


Both Frontgrade Gaisler and Airbus Defense's use cases are much, much lower at the moment.

At least, that's how I see it..

i agree with this sentiment, ....

DingoBorat said, "Personally, someone like Musk can have the licence for free, if it was my call."

BUT,.....ONLY if it was revealed publicly, or to all of the market. If it were kept secret (and we as shareholders were told to just watch the financials)
it would lose its huge public relations value, which in the case of a Musk endorsement and use in one of his businesses would be extrordinary.

Personally, I would hope for Akida to be in the Tesla Optimus robot. How much would you pay for an Optimus robot if it used Akida technology? The answer is, .... if Brainchip is ever announced to be in an Optimus robot it won't matter,....we shareholders will be able to afford to buy many.

It's fun to dream, isn't it?

Regards, dippY

 

[DingoBorat]

i agree with this sentiment, ....

DingoBorat said, "Personally, someone like Musk can have the licence for free, if it was my call."

BUT,.....ONLY if it was revealed publicly, or to all of the market. If it were kept secret (and we as shareholders were told to just watch the financials)
it would lose its huge public relations value, which in the case of a Musk endorsement and use in one of his businesses would be extrordinary.

Personally, I would hope for Akida to be in the Tesla Optimus robot. How much would you pay for an Optimus robot if it used Akida technology? The answer is, .... if Brainchip is ever announced to be in an Optimus robot it won't matter,....we shareholders will be able to afford to buy many.

It's fun to dream, isn't it?

Regards, dippY

Yes
That's the major reason, that I'd give it to him for free.


On Musk, it looks like a Trump victory in November, will be better for us overall, in my opinion.

Most of the Big Tech heads, seem to be backing him, from Musk, to Zuckerberg.

Elon Musk leads parade of tech titans boosting Trump as the true ‘freedom candidate’

Tech leaders are betting that freedom of speech, freedom to innovate, and freedom from crushing government regulations and confiscatory taxes are more likely in a Trump reign than in a Kamala Harri…

nypost.com

"Trump has expressed his enthusiasm for new technologies, even promising to “make America first in AI.”

Now I know Kamala Harris, has been described as "Electric" but does she have what it takes, to power the A.I. Revolution?..

Please excuse the political context and content, a few different things, have led me down this path of enquiry..

 

[IloveLamp]

I’m happy to share that I’m starting a new position as Regional Sales… | Edward Lien, Executive MBA | 43 comments

I’m happy to share that I’m starting a new position as Regional Sales Manager at BrainChip! | 43 comments on LinkedIn

www.linkedin.com

 

[charles2]

I’m happy to share that I’m starting a new position as Regional Sales… | Edward Lien, Executive MBA | 43 comments

I’m happy to share that I’m starting a new position as Regional Sales Manager at BrainChip! | 43 comments on LinkedIn

www.linkedin.com

View attachment 68651

It must be challenging to attract/employ a quality sales person when Brainchip hasn't yet sold much.

I'd love to be the fly on the wall in the interview process.

 

[IloveLamp]

I’m happy to share that I’m starting a new position as Regional Sales… | Edward Lien, Executive MBA | 43 comments

I’m happy to share that I’m starting a new position as Regional Sales Manager at BrainChip! | 43 comments on LinkedIn

www.linkedin.com

View attachment 68651 View attachment 68653 View attachment 68652

Liked by.........

 

[wilzy123]

I’m happy to share that I’m starting a new position as Regional Sales… | Edward Lien, Executive MBA | 43 comments

I’m happy to share that I’m starting a new position as Regional Sales Manager at BrainChip! | 43 comments on LinkedIn

www.linkedin.com

View attachment 68651 View attachment 68653 View attachment 68652

Based in Taiwan too.... innnnteresting

 

[IloveLamp]

What does Jeffrey know that we don't..........

Haven't listened yet

Introduction to Autonomous Vehicles | GTC 24 2024 | NVIDIA On-Demand

Autonomous vehicles are revolutionizing the way we think about transportation

www.nvidia.com

For those who missed, a great presentation from… | Jeffrey Holcomb

For those who missed, a great presentation from GTC: https://lnkd.in/g9fqs-QA The Autonomous Vehicle Architecture 2.0 is particularly important in the context of the recent advancements in neuromorphic chips. If Nvidia develops a centralized AI compute chip with Turing cores and neuromorphic...

www.linkedin.com

 

[Smoothsailing]

I’m happy to share that I’m starting a new position as Regional Sales… | Edward Lien, Executive MBA | 43 comments

I’m happy to share that I’m starting a new position as Regional Sales Manager at BrainChip! | 43 comments on LinkedIn

www.linkedin.com

View attachment 68651 View attachment 68653 View attachment 68652

Question please , What region is he looking after, still in Asia is it ?

 

[IloveLamp]

What does Jeffrey know that we don't..........

Haven't listened yet

Introduction to Autonomous Vehicles | GTC 24 2024 | NVIDIA On-Demand

Autonomous vehicles are revolutionizing the way we think about transportation

www.nvidia.com

For those who missed, a great presentation from… | Jeffrey Holcomb

For those who missed, a great presentation from GTC: https://lnkd.in/g9fqs-QA The Autonomous Vehicle Architecture 2.0 is particularly important in the context of the recent advancements in neuromorphic chips. If Nvidia develops a centralized AI compute chip with Turing cores and neuromorphic...

www.linkedin.com

View attachment 68660

 

[Smoothsailing]

What does Jeffrey know that we don't..........

Haven't listened yet

Introduction to Autonomous Vehicles | GTC 24 2024 | NVIDIA On-Demand

Autonomous vehicles are revolutionizing the way we think about transportation

www.nvidia.com

For those who missed, a great presentation from… | Jeffrey Holcomb

For those who missed, a great presentation from GTC: https://lnkd.in/g9fqs-QA The Autonomous Vehicle Architecture 2.0 is particularly important in the context of the recent advancements in neuromorphic chips. If Nvidia develops a centralized AI compute chip with Turing cores and neuromorphic...

www.linkedin.com

View attachment 68660

Its starts at 20.30 reference to in car AI compute. A couple of our partners listed here as sensor suppliers

 

[Slade]

Question please , What region is he looking after, still in Asia is it ?

Something tells me his mandarin skills will be put to use.