BRN Discussion Ongoing

[Bravo]

But then it went on to say this, which I am a bit weirded out by. But that's ok, I'm going to have a chamomile tea and clean my chakras out, so everything should be fine by tomorrow.
View attachment 4813

Dang! I wish I'd read this earlier!

 

[Fullmoonfever]

Do I recall BRN discussing AI in agriculture at some point.

Not implying BRN involved but companies starting to R&D and look to implement.

From Kubota Corp Ann Report in Mar.

 

[Fact Finder]

Do I recall BRN discussing AI in agriculture at some point.

Not implying BRN involved but companies starting to R&D and look to implement.

From Kubota Corp Ann Report in Mar.

View attachment 4819

Yes definitely from at least 2020 Agriculture has been spoken of by Brainchip. The former CEO Mr. Dinardo spoke quite passionately about the roll that AKIDA could perform in bringing smart agriculture to the World.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Diogenese]

Hi @Bravo77 you may recall I emailed Bernard Vogginger, asking about Akida and why it was not also reviewed. Well, he wrote back last night. As I am not well versed in the world where I can respond to Bernhard, could the more intelligent posters (@Diogenese !) lead me to the peer reviewed articles and other issues he mentions?


View attachment 4770

"weights cannot be set manually", - it does have MetaTF/ADE, not to mention one-shot learning, but, no, there are no manual weight changers, after all it's not a gym.

Hardware details not available:
(I'm not sure if this has been posted before)

I can see that Bernhard is not convinced about Akida because he knows nothing about it.

Who was it said: "If you want to do AI/NN research, use Loihi - if you want a commercial NN, get Akida"?

PS: I wonder if what Bernhard heard had been peer reviewed?

 

[dippY22]

As poor old Molly used to say DO YOURSELF A FAVOUR and take a listen to this podcast.

I apologise in advance for the Vice President of World Wide Sales at Brainchip being over the top excited about the product he is selling called AKIDA Technology.

I also apologise for the podcast host being more excited about AKIDA Technology than Rob Telson and for his over the top statements at the end of the podcast that AKIDA technology is going to change the World.

I know some retail investors will get carried away and buy shares in Brainchip just because of their combined enthusiasm so please don’t do that actually listen to why they are so excited then decide whether to invest.

My opinion only DYOR
FF

AKIDA BALLISTA

The excerpted paragraph below is from the written topic description beneath the podcast start arrow. I think it is incorrect. It implies that 60 billion is what Brainchips market value will be in 2025 when I think it should have said the edge compute total addressable market will be 60 billion. Thoughts?

...from the podcast description,.....
"BrainChip is publicly traded on the Australian Stock Exchange, and the OTC Market, and was named among the ‘EE Times’ Silicon 100’ list. Within a year, BrainChip’s market cap also grew from just below $200m to nearly $1 billion+ at present. BrainChip also predicts it’ll be worth $60 billion by 2025! "

 

[Deleted member 118]

I think a lot of cult followers are of the belief that since the evaluation kits and testing boards have been on sale we should see massive dollars.

 

[thelittleshort]

 

[thelittleshort]

 

[Deleted member 118]

The AI edge chip market is on fire, kindled by 'staggering' VC funding

Dozens of startups continue to get tens of millions in venture funding to make chips for AI in mobile and other embedded computing uses. The race shows no sign of slowing down.

www.zdnet.com

 

[Deleted member 118]

I think a lot of cult followers are of the belief that since the evaluation kits and testing boards have been on sale we should see massive dollars. This 4C is expected to be <2mill and that should be expected as per any long term holder aware of the business model. No royalties will be paid by the only two licensees, however fees for licensing may apply at this stage.

Growth will be slow and royalties will come in following years… we should be looking at competitors for revenue expectations. Hopefully we see some more licensing deals eventuate this year which will carry through to royalties roughly two years later…

As an investor I would be extremely disappointed with less then 10 more license deals this year… gradually increasing per year.

 

[Fact Finder]

View attachment 4821

The following is a quote from an EETimes article on Rain.Ai’s own web site:

“The first Rain chips will deliver 125 million INT8 parameters for vision, speech, natural language processing and recommendation workloads, consuming less than 50 W. The company expect samples to be available in 2024, with silicon ready for commercial shipment in 2025”

I think they linked this article about SiFive and Brainchip because it is aspirational. They are certainly in no way shape or form a competitor.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Fact Finder]

The AI edge chip market is on fire, kindled by 'staggering' VC funding

Dozens of startups continue to get tens of millions in venture funding to make chips for AI in mobile and other embedded computing uses. The race shows no sign of slowing down.

www.zdnet.com

Hi @Rocket577
I have extracted the best bit where Mike speaks about Brainchip as cults are not interested in false gods:

“Some companies began with such a different approach that they set themselves apart early, but have taken some time to bear fruit.

BrainChip Holdings, of Sydney, Australia, with offices in Laguna Hills, California, got a very early start in 2011 with a chip to handle spiking neural networks, the neuromorphic approach to AI that purports to more closely model how the human brain functions.

The company has over the years showed off how its technology can perform tasks such as using machine vision to identify poker chips on the casino floor.

"BrainChip has been doggedly pursuing this spiking architecture," said Demler. "It has a unique capability, it can truly learn on device," thus performing both training and inference.

FlexLogix

BrainChip has in one sense come the farthest of any startup: it's publicly traded. Its stock is listed on the Australian Stock Exchange under the ticker "BRN," and last fall the company issued American Depository Shares to trade on the U.S. over-the-counter market, under the ticker "BCHPY." Those shares have since more than tripled in value.

BrainChip is just starting to produce revenue. The company in October came out with mini PCIe boards of its "Akida" processor, for x86 and Raspberry Pi, and last month announced new PCIe boards for $499. The company in the December quarter had revenue of U.S.$1.1 million, up from $100,000 in the prior quarter. Total revenue for the year was $2.5 million, with an operating loss of $14 million.”

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Deleted member 118]

Had this stored on my phone for a while and not sure if it’s been posted before. Mentions brainchip a few times

https://arxiv.org/pdf/2109.13751.pdf

 

[Deleted member 118]

Hi @Rocket577
I have extracted the best but where Mike speaks about Brainchip as cults are not interested in false gods:

“Some companies began with such a different approach that they set themselves apart early, but have taken some time to bear fruit.

BrainChip Holdings, of Sydney, Australia, with offices in Laguna Hills, California, got a very early start in 2011 with a chip to handle spiking neural networks, the neuromorphic approach to AI that purports to more closely model how the human brain functions.

The company has over the years showed off how its technology can perform tasks such as using machine vision to identify poker chips on the casino floor.

"BrainChip has been doggedly pursuing this spiking architecture," said Demler. "It has a unique capability, it can truly learn on device," thus performing both training and inference.

FlexLogix

BrainChip has in one sense come the farthest of any startup: it's publicly traded. Its stock is listed on the Australian Stock Exchange under the ticker "BRN," and last fall the company issued American Depository Shares to trade on the U.S. over-the-counter market, under the ticker "BCHPY." Those shares have since more than tripled in value.

BrainChip is just starting to produce revenue. The company in October came out with mini PCIe boards of its "Akida" processor, for x86 and Raspberry Pi, and last month announced new PCIe boards for $499. The company in the December quarter had revenue of U.S.$1.1 million, up from $100,000 in the prior quarter. Total revenue for the year was $2.5 million, with an operating loss of $14 million.”

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Fact Finder]

Hi @Rocket577
I have extracted the best but where Mike speaks about Brainchip as cults are not interested in false gods:

“Some companies began with such a different approach that they set themselves apart early, but have taken some time to bear fruit.

BrainChip Holdings, of Sydney, Australia, with offices in Laguna Hills, California, got a very early start in 2011 with a chip to handle spiking neural networks, the neuromorphic approach to AI that purports to more closely model how the human brain functions.

The company has over the years showed off how its technology can perform tasks such as using machine vision to identify poker chips on the casino floor.

"BrainChip has been doggedly pursuing this spiking architecture," said Demler. "It has a unique capability, it can truly learn on device," thus performing both training and inference.

FlexLogix

BrainChip has in one sense come the farthest of any startup: it's publicly traded. Its stock is listed on the Australian Stock Exchange under the ticker "BRN," and last fall the company issued American Depository Shares to trade on the U.S. over-the-counter market, under the ticker "BCHPY." Those shares have since more than tripled in value.

BrainChip is just starting to produce revenue. The company in October came out with mini PCIe boards of its "Akida" processor, for x86 and Raspberry Pi, and last month announced new PCIe boards for $499. The company in the December quarter had revenue of U.S.$1.1 million, up from $100,000 in the prior quarter. Total revenue for the year was $2.5 million, with an operating loss of $14 million.”

My opinion only DYOR
FF

AKIDA BALLISTA

Just in case you missed this paragraph:

"BrainChip has been doggedly pursuing this spiking architecture," said Demler. "It has a unique capability, it can truly learn on device," thus performing both training and inference.”

This feature is the one that Rob Telson said his customers were telling him their customers were excited about.

Rob Telson is excited.
The podcast presenter was excited.
Rob Telson’s customers are excited.
Rob Telson’s customers, customers are excited.
Mike Demler is excited.
Mercedes Benz is excited.
MegaChips is excited.
NASA is excited.

There must be something exciting about AKIDA’s ability to truly learn on device????

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Fact Finder]

Had this stored on my phone for a while and not sure if it’s been posted before. Mentions brainchip a few times

https://arxiv.org/pdf/2109.13751.pdf

I posted it last year but like any good read you can skip to the end and leave out the middle:

“We therefore consider that Brainchip’s Akida chip [35] is a good fit. Finally, we would like to emphasize that our class of model with sparse binary activations and less constrained weights provides a good compromise between Spiking Neural Networks (SNNs) and Binary Neural Networks (BNNs)”

The middle just explains why Loihi and True North are yesterdays hero’s but we know that already.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Deleted member 118]

I posted it last year but like any good read you can skip to the end and leave out the middle:

“We therefore consider that Brainchip’s Akida chip [35] is a good fit. Finally, we would like to emphasize that our class of model with sparse binary activations and less constrained weights provides a good compromise between Spiking Neural Networks (SNNs) and Binary Neural Networks (BNNs)”

The middle just explains why Loihi and True North are yesterdays hero’s but we know that already.

My opinion only DYOR
FF

AKIDA BALLISTA

Have you posted this before lol

https://static1.squarespace.com/static/5af533a312b13fb602fe7d7b/t/623811c8a8fac96adc02f470/1647841738645/BrainChip+Holdings+research+update+-+22+March+2022.pdf

 

[stuart888]

Brainchip's VP of Sales podcast today, 1000 ears: Akida is proving to work superbly, exceeding customer expectations. Akida in real silicon, with the test chip SoC. This is the top electrical software engineers in other companies, testing Akida, in real silicon, his words. In short, he said the technical reviews by the Customer's IT Experts is winning+working. These are multi-month tech reviews, big money spent testing, not counting years for Mercedes. Akida is working, that is my takeaway.

Our beloved Brainchip founder's dream is rocking. The Akida Spiking Neural Processing Architecture was master crafted, and now beloved by customers. Key is our customers, which are growing rapidly.

 

[Fact Finder]

Have you posted this before lol

https://static1.squarespace.com/static/5af533a312b13fb602fe7d7b/t/623811c8a8fac96adc02f470/1647841738645/BrainChip+Holdings+research+update+-+22+March+2022.pdf

Hi @Rocket577

Is this the one where he continues to ramble on about Brainchip is worth $1.50 a share. He is becoming a bit of a broken record.

I mean how believable is he when he does unpaid interviews in his own time about what an opportunity for investors Brainchip is. He is looking like just another excited member of the Brainchip fan club.

Despite his efforts at down ramping I still believe in my at least $2.75 by Christmas 2022.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Quiltman]

It’s hard not to be inspired by the infectious enthusiasm in this podcast. The host was truly astounded by the global impact Akida would make on so many facets of our day to day lives.

To my son, 23 years old, and all other young folk reading this … IMHO, and this is not financial advice, if there was ever a company to buy and hold for 5 years … then this is it. Ignore the daily SP gyrations , and trust me, 5 years will flash by. The technology is proven, being tested and used by multiple vendors, a strong runway of technology improvements, competition fumbling away in the background, sales from 12 years R&D investment starting to flow as the addressable market grows towards 100B, an incredible team in place … etc. etc.

I did say the podcast resulted in infectious enthusiasm!!

Nice way to start a long weekend.