BRN Discussion Ongoing

[7für7]

Wow, the person with the worst understanding of the company in need for a response, nice.

I don’t know how many times I have to tell you for you to understand: I don’t work for this company, and I don’t need to know the details. My limited understanding is enough to decide whether I want to invest or not. Even people working at the same company, depending on whether they’re in sales, accounting, or development, have to leave certain questions to the specialists. For example, even an accountant might not know how their product works technically. Why should I? Your arguments come across as childish. I used to like your postings But since arrogance has taken control of you, it has become almost unbearable how you degrade others just because they don’t understand the technology like for example you do

 

[Bravo]

Hi @Bravo,

hmm, looks like someone told you to better tone it down and edit your original post? As yesterday, it still read “I prefer to focus on the positive.” And it did so for more than 12 hours, before you edited it.

By saying “I prefer to focus on the positive”, you were of course insinuating I were focusing on the negative with my post about Sebastian Otte, the Uni Lübeck professor, who has first-hand experience with both Akida and Loihi and who - as we found out yesterday - will be collaborating with MB and others on the NAOMI4Radar project.

For the record: I didn’t focus on the negative.

My post referenced back to another post of mine (Oct 4), in which I had written the following about the updated table tennis robot paper’s co-authors, including Sebastian Otte:


My post also focused on the positive when I wrote

“To those constantly dissing our competition: Believe it or not, there are actually neuromorphic researchers who appreciate both Akida and Loihi:”

Last time I checked, appreciate was a verb with a thoroughly positive connotation.

And then I went on to post a screenshot of a LinkedIn comment by Sebastian Otte he had made just half an hour earlier, in which he praised both AKD1000 and TENNs with the words: “Both are excellent technologies for specific use cases.”

So stop trying to portray me in a bad light with your innuendo!

All you did was to copy the quote by Sebastian Otte I had spotted earlier and cropped it so there was no more mention of Loihi. You really call this focusing on the positive?

Oh, so that’s why you decided to underline only “BrainChip AKD1500” in the following photo, ignoring the fact that it also said “or SpinnCloud SpiNNaker 2”?
Interesting. I prefer to call this cherry-picking or denial of reality instead.

View attachment 71182


View attachment 71184


How about you now positively focus on FINALLY getting the Mercedes CEO’s surname right: it’s Schäfer (alternatively Schaefer, if you don‘t have an umlaut at your fingertips), not Shafer. At least that doesn’t come across as cringeworthy and bordering on racist like when you referred to Sailesh Chittipeddi from Renesas as Sailesh Chickpea…

View attachment 71179

Hi @Frangipanni,

Accusing me of being racist is a terrible accusation to make. I detest racism and I don't possess a racist bone in my body.

I'm sorry if you feel my posts fall short of your standards either because I have edited something, spelled something incorrectly or because you don't like my sense of humour. If it affects you so much them you can put me on ignore or just scroll past my responses.

I think that you do an amazing job with your posts and you have contributed a lot of quality information to this forum, which I really appreciate. But I also think you have a tendency to read too much into things, of which I think this is a prime example. And I think you should try to curtail how much you criticise others. This isn't some sort of school assessment that you need to critique and your tendency to dress-down other contributors for perceived inaccuracies, error, edits, etc, can make people feel disinclined to participate, which is what happened to Fact Finder which is a loss to everyone who really appreciated his amazing input.

I don't think there's any need to clog up the forum further on this subject. But if you would like to privately message me to discuss, then please feel free.

I hope you have a nice day.

B

 

[FiveBucks]

Share Price!

 

[Boab]

Share Price!

More sellers than buyers Pantene peeps.

 

[FiveBucks]

Share Price!

 

[AARONASX]

Right about now. 9% drop

 

[FiveBucks]

We really needed an announcement to back up this gain in SP.

 

[IloveLamp]

Dr. Mat Gilbert on LinkedIn: #climatetech #edgeai

Back in the office after an incredible week of Edge AI conversations in Austin! There were too many highlights to list them all, but here's a snapshot of a few…

www.linkedin.com

 

[Cirat]

We really needed an announcement to back up this gain in SP.

The company continues to create absolutely cutting edge products/iterations which gives me hope that we can break into the market and sign one or more reasonable contract(s).
I sincerely hope this does not become a Beta vs VHS situation.
While I'm of the opinion that Sean works tirelessly for the company unless he can secure those contract signings (yes more than the two agreements totalling €190k for projects with Frontgrade Gaisler and Airbus Defense and Space) prior to the 2025 AGM then I believe he is not the CEO we need and will definitely be stating my opinion to the company at that time.
I do wish Sean every success but have listened to too many years of why contracts haven't been signed yet and he has stated we're in the final run with various companies..............
Have we gone down the right path, not sure, but the general communication to shareholders on company performance is still unacceptable in my opinion.

This is not financial advice, DYOR, GLTA

 

[TheDrooben]

Sp getting back into Larry's buying territory again........ouch

 

[SharesForBrekky]

One of the possible reasons why Brainchip's SP is down today:

MSN

"Shares of ASML (NASDAQ: ASML) were tumbling today after the leading producer of lithography equipment for semiconductors accidentally published its earnings results ahead of schedule this morning, and disappointed the market with the news."

ASML's share price was down nearly 16% overnight, which has also had an impact on a number of Nasdaq companies.

 

[davidfitz]

I am still holding out for a deal with TATA Elxsi which I was expecting before the end of this year. Not so sure now but time will tell.

Got this comment from the recent quarterly update so could be promising?

Tata Elxsi - Tata Elxsi delivers steady revenue growth of 3.1% QoQ in Q2 FY’25 Profit before Tax grows 18.3% QoQ to Rs. 298.7 crores

Tata Elxsi

www.tataelxsi.com

"Our Healthcare & Lifesciences business reported a decline in topline by 10.4% QoQ. This is due to delay in renewal and start of some new programs with our leading US based customer".
"We have added some key new customers, including a global renal care leader and a US headquartered healthtech AI leader, which should scale over the next few quarters".

Not sure who the leading US based customer is but we could be involved somehow.

 

[IloveLamp]

Reckon they were hoping to trigger stop losses at 24.5c.....LT holders be like

 

[Diogenese]

Hi TTM,

I was just gathering some notes on Valeo's SDV:
2024

https://www.wardsauto.com/software-...vanced-tech-as-it-gears-up-for-the-sdv-future

Valeo Shows Off Advanced Tech, Gears Up for the SDV Future

Automakers remain “all over the map” when it comes to what they expect from suppliers in the software-defined-vehicle transition, Valeo executives say, making modularity, scalability and flexibility the key drivers of the Tier 1’s product portfolio.

David Zoia, Senior Contributing Editor

October 7, 2024

...

“We’ve also seen some customers who say they want to do 100% of their software come back and say, `You know, developing software is expensive, why don’t we buy that piece of software from you?’” he adds. “We’re going to be agile in whatever direction they want to go. And we see a full (range) of customer behavior. It’s all over the map.”*

To accommodate that, Valeo has been edging further into software and the more advanced hardware needed to run it. At the IAA automotive exhibition in Munich last year, the supplier rolled out Valeo anSWer, its open, scalable, modular platform that includes middleware code to bridge the gap between a vehicle’s operating system and the applications that run its individual functions. That release complements Valeo’s scalable domain controllers shown here that can be upgraded simply by plugging in additional modules, enabling automakers to more easily expand computing power and offer new features over the life of the vehicle.

“We have to make sure that you have the hardware that can `scalably’ bring the data to the compute center,” says Derek de Bono, vice president-Software Defined Vehicle, for Valeo. “You then have to have compute centers that have over-the-air (update) technology (and) have scalability in terms of cooling, memory, etc. over the post-vehicle-sale life. And of course, once you have that…it would make nothing but sense to produce software. Of course we want to do that.”

The move more aggressively into software solutions offers considerable opportunity for Valeo, Shay says. Even though annual new-vehicle sales in North America could show little growth over the next five years, the shift into software and toward SDVs that can be updated over their lifetime means both the size of the market and the opportunities within it are expanding considerably for a supplier such as Valeo, he points out.

But with automakers continuing to feel their way through the transition and no two following the same path, flexibility remains the mantra at Valeo.

“We have four SDV global programs, two of which are public – Renault and BMW, and none of them are the same in terms of what level we’re delivering in terms of software, what level in terms of service, integration, validation,” says de Bono. “We are there to be a partner and help the OEM to deliver the best product on time and on budget. What that means with each one is different. And what that means with each one is it will probably change over the course of the project. Because they’re learning as well as we’re learning.”

Valeo North America operates three divisions, Power, which covers electrification and conventional internal-combustion powertrain technology; Light, which incorporates exterior and interior lighting, plus other cabin features such as sensing and displays; and Brain, which includes high-compute domain controllers and software.

…

Panovision display. Considered a technology of the future, images are projected along the entire width of the cockpit along the bottom edge of the windshield. The area is coated in black for higher reflection from the three TFTs projecting the images. Valeo doesn’t provide production timing but says pillar-to-pillar displays are definitely an emerging industry trend.

[ US10688915B1 Virtual driver display for autonomous vehicle 2019045

Systems and methods for operating a vehicle are provided. In one example, an apparatus comprises a portion of a window of the vehicle having a configurable light transmittance, an image output device, and a controller configured to operate in a first mode when the vehicle is partially or fully controlled by a driver inside the vehicle and to operate in a second mode when the vehicle is not controlled by a driver inside the vehicle. In the first mode, the controller can adjust a light transmittance of the portion of the window to a first value to enable the driver inside the vehicle to see through the window. In the second mode, the controller can adjust the light transmittance of the portion of the window to a second value lower than the first value, and control the image output device to display an image on the portion of the window. ]


Cabin monitoring. Valeo offers a single sensor that can provide both infrared and RGB camera images to gather driver- and occupant-monitoring data. The supplier says a single sensor packaged within the rearview mirror housing can provide a wide enough field of view to detect the driver and passengers in both the front and rear seats.

We have been working on a JD with Valeo for 4 years, and TENNS has been around for a couple of years, so it fits nicely into the Valeo SDV timeline.

They stress the need for flexibility and the need to allow for future developments. This is axiomatic for software, but more difficult for hardware.

One thing Valeo are doing on the H/W front is expandable modularity, making allowance for new plug-in modules. Given that there is no Akida 2 H/W yet, it could be one of the future plug-ins. In the meantime, they'll just have to make do with TENNS software.


* Interesting reference to motor vehicle manufacturers who wanted to build their own software having second thoughts - anyone we know?

Valeo have 4 current SDV programmes including Renault and BMW and 2 more under NDA.

Mercedes has made a big thing about its in-house software devellopment, in particular its operating system, MB.OS. I think it is highly probable that MB are using TENNS software for their in-house in-cabin signal processing. Whether they are using it for processing external sensor signals (lidar, radar, camera, ultrasonic) is a different question.

For a start, processing signals from external sensors requires massive model libraries. I don't know if MB has assembled such libraries, but certainly Valeo has.

It is very hard, expensive, and time consuming to compile such models. To date, these model libraries have been classified "manually", and starting such a project from scratch at this late stage would delay implementation of the technology.

On that basis, I'm not ruling out MB as one of those who said to Valeo:

`You know, developing software is expensive, why don’t we buy that piece of software from you?’


... so I did a quick search for MB classification patents - not a lot, but this one is worth a second look:

US2024193915A1 Method And Computing System For Travelway Feature Detection And Reporting 20221209

[0100] In an embodiment, the one or more machine-learned models (e.g., 360 ) may be or may include a machine-learned hybrid model (e.g., machine-learned hybrid model 842 of FIG. 8 C) that is trained to generate the classification of the feature based on an event defined by the sensor data and the motion data. For instance, the hybrid model may be used to generate a probability of a specific object detection and impact. An initiation of the event may be based on a time at which the feature is identified by a machine-learned image processing model (e.g., 802 ) based on the sensor data. Additionally and/or alternatively, a termination of the event may be based on a time at which the feature is identified by a machine-learned vibration processing model based on the motion data.

[0101] … The outputs from the models during these events may be provided as feature inputs to the hybrid model. The hybrid model may generate more refined classification data, such as a general model file, hyperparameters, weight data, impact data, physical data, and/or other data descriptive of the feature. In an embodiment, the hybrid model may be a neural network model with a temporal component.

In brief, it's a pothole dodger.

But the bit I find intriguing is the "neural network model with a temporal component".

Add to that the date of the application, 20221209, and there is an overlap following the filing of the TENNS patent application. Mysteriously, the MB application does not include a claim for the "temporal" NN - "Something temporal, something new, something borrowed, something BRN"?

 

[FiveBucks]

Well this is a poop day. lol

 

[DingoBorat]

Does it really matter where chickpeas originated?
Potatoes were first cultivated in South America and were introduced to Europe by the Spanish, yet they are very much associated with Germany today.

Personally, I associate chickpeas with both hummus and chana masala.
In the context of an Indian gentleman with a surname that could have been googled in less time than typing out “(I've forgotten how to spell his surname, sorry)”, I find it disrespectful to say the least.

View attachment 71187

You underlined "Indian cuisine" that it's only an "important part" of totally ignoring the fact, that it's a "key ingredient" of Mediterranean and Middle Eastern cuisine! (and being mentioned first as such, seems to indicate its use is more prevalent).

You Cherry Picker

The fact that 75% is produced in India, might have something to do with the fact that it constitutes almost 18% of the World population.

China and India, have apparently been the World leaders of potato production, since 2021, incidentally..

If I had to associate potatoes with any one country, it would be Ireland, which is supported by the web.

"No other European nation has a more special relationship with the potato than Ireland. The first Europeans to accept it as a field crop in the seventeenth century, the Irish were the first to embrace it as a staple food in the eighteenth"

Maybe, I should just admit the grass is blue ..

 

[DingoBorat]

View attachment 71190

That deserves more context.

 

[db1969oz]

That deserves more context.

Okay, I'll watch it agaaain!!! Never get sick of it. Hahaha.

 

[DingoBorat]

One of the possible reasons why Brainchip's SP is down today:

MSN

"Shares of ASML (NASDAQ: ASML) were tumbling today after the leading producer of lithography equipment for semiconductors accidentally published its earnings results ahead of schedule this morning, and disappointed the market with the news."

ASML's share price was down nearly 16% overnight, which has also had an impact on a number of Nasdaq companies.

I think it has more to do with the extra shorts taken out last week (more than 8 million, just from info on here, so possibly more).

They can be sold into a strong buy side, to soak up extra demand and bought back lower later, when it's subsided, as well as used to push down.

Volume, is still relatively high, which is a very good sign, but we really need a substantial solid announcement, confirming BrainChip's Future, as we all know.

If that happens, shorters "may" get somewhat caught out a bit, but they have plenty of dirty ploys and ways out of tricky situations, that they have learnt from years spent being one of the parasites of humanity.

It won't matter though, as we will get the increase in Company valuation, that we know is possible and I think it will be substantial.

 

[DK6161]

Ahh sheeeet, here we go again. Quick gains, then it slowly goes back to all time low...Rinse and repeat. Sigh..

Tick Tock Sean!!! Christmas is nearly here