BRN Discussion Ongoing

[Boab]

For those who don't get the newsletter via email....

Welcome to the Future of AI

 

[Balliwood]

There is something odd about the Pico chip, as described in the brochure. The die size, at 22nm, is shown as 0.18mm2. This is a dust mite. Surely they mean 1.8mm square. Still tweezer and loupe small, but manageable. I would like to see a blown up photo, with connections, plus some idea of who is making it and in what numbers.

This size will fit onto hearing-aid boards, which raises the tempting possibility of a Pico on/Pico off demonstration of ambient noise and clarity differences. If this was significant and persuasive, the BrainEar could sweep the market and make us rich. If only BRN had entrepreneurial flare.

 

[DK6161]

... could sweep the market and make us rich.

 

[HopalongPetrovski]

There is something odd about the Pico chip, as described in the brochure. The die size, at 22nm, is shown as 0.18mm2. This is a dust mite. Surely they mean 1.8mm square. Still tweezer and loupe small, but manageable. I would like to see a blown up photo, with connections, plus some idea of who is making it and in what numbers.

This size will fit onto hearing-aid boards, which raises the tempting possibility of a Pico on/Pico off demonstration of ambient noise and clarity differences. If this was significant and persuasive, the BrainEar could sweep the market and make us rich. If only BRN had entrepreneurial flare.

Hearing aids are a great application for us and I am sure it is being pursued.
We can not only improve and tailor the performance somewhat for the wearer, but add a degree of AI autonomy and increased endurance.
We pretty much tick all the boxes here and can probably also decrease the price for both the manufacturer and consumer alike.
One of a list of niche products where we can find acceptance and prove ourselves to the broader market.

 

[JB49]

The Leading AI Chip Company For Edge Devices | Hailo

As a leading AI chip company, our smart edge solution bridges the gap between existing and future AI technologies and the edge computing.

hailo.ai

Hailo have a couple of impressive case studies from their customers on their website.

I wonder how they compare in terms of revenue? Founded in 2017 and have over 240 staff already and advertising for another 13 roles. Not exactly comparing apples with apples, but they do offer low power Edge AI solutions.

 

[keyeat]

Sign Up | LinkedIn

500 million+ members | Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.

www.linkedin.com

Yeeeeooow !

View attachment 72065

Oh looks like they deleted the post due to the comments .....

 

[Frangipani]

Hi Frangipani,

It was a joke. Brainshit had accidentally posted your response to me twice, which is why I jokingly posted about there being no need to repeat himself. I deleted the post when I realised that this type of humour might be misinterpreted, which is what I explained in my message to Brainshit.

That’s really all there is to it.

Really?
Sorry, but that sounds utterly implausible.

If your post had truly been intended as a joke, there would have been no reason whatsoever for you to put my name behind that of @BrainShit to make it look like we were the same person:

… and you wouldn’t have continued to post in such an aggressive manner (especially given you kept replying to posts that weren’t even addressed to you):

… and last but not least you wouldn’t have posted that insult vaguely reminiscent of an eccentric Roald Dahl character in the chocolate business (screenshot available, but unnecessary) shortly after (this time in reply to a post addressed to you).

And now you are seriously trying to sell us that first post, which spread the rumour that I were hiding behind two usernames, as a joke?! Come on, @Bravo.

Let’s leave it at that.

Still waiting for you to share your thoughts on the points I raised with regards to MB, by the way…

 

[Bravo]

Really?
Sorry, but that sounds utterly implausible.

If your post had truly been intended as a joke, there would have been no reason whatsoever for you to put my name behind that of @BrainShit to make it look like we were the same person:


View attachment 72146


… and you wouldn’t have continued to post in such an aggressive manner (especially given you kept replying to posts that weren’t even addressed to you):

View attachment 72148

View attachment 72149


… and last but not least you wouldn’t have posted that insult vaguely reminiscent of an eccentric Roald Dahl character in the chocolate business (screenshot available, but unnecessary) shortly after (this time in reply to a post addressed to you).

And now you are seriously trying to sell us that first post, which spread the rumour that I were hiding behind two usernames, as a joke?! Come on, @Bravo.

Let’s leave it at that.

Still waiting for you to share your thoughts on the points I raised with regards to MB, by the way…

Hi Frangipani,

I won't be providing any of my thoughts to you on Mercedes-Benz, or anything else for that matter, because of how rude and unreasonable you are being. Cutting and pasting some old responses from the past to try and build a negative portrayal of me is bordering on pathological. I have reported your post and will continue doing so if you persist.

 

[Frangipani]

Hi Frangipani,

I won't be providing any of my thoughts to you on Mercedes-Benz, or anything else for that matter, because of how rude and unreasonable you are being. Cutting and pasting some old responses from the past to try and build a negative portrayal of me is bordering on pathological. I have reported your post and will continue doing so if you persist.

From the past? You posted all of those on Saturday!
You are the rude and disrespectful one here that posted them, not me!
I am just re-acting to your actions - what you do is victim-blaming.
Stop your personal attacks on me!

 

[MrNick]

At least we don't hold XTC shares, they still think it's 2022.

 

[Mt09]

From the past? You posted all of those on Saturday!
You are the rude and disrespectful one here that posted them, not me!
I am just re-acting to your actions - what you do is victim-blaming.
Stop your personal attacks on me!

Maybe give the forum a rest Frango? You come across as unhinged and your posts are tiresome!
***edit, changed an to as***

 

[Bravo]

This video is well worth a watch IMO.

It's an interview published 2 days ago with Ziad Ashgar, Senior VP and GM of XR Qualcomm. It's primarily a discussion around the future of XR within glasses, smartwatches and the like.

At approx. 11.33 mins Ziad talks about some of the things that Qualcomm is working on to try to improve battery life which he says is the biggest challenge at this point. He says people are coming up with amazing ideas and they're moving to new technologies, creating new IP's, new camera technologies, new CPU technologies and a different architecture approach (I think he said a phased approach but I'm not 100% sure) to get to better power.

At approx. 18 mins, Ziad mentions that. AI models are going to start to get better and become smaller and he also states "we are going to be able to do it in lower power".

Obviously, I'm hopeful Qualcomm will see the merits of the technology behind Akida Pico, as it was designed for precisely these types of smaller, battery-operated, always-on devices.

 

[MDhere]

From the past? You posted all of those on Saturday!
You are the rude and disrespectful one here that posted them, not me!
I am just re-acting to your actions - what you do is victim-blaming.
Stop your personal attacks on me!

For goodness sake quit it. Yr post was moderated and now yr complaining endlessly that yr post was moderated. Do you see how silly that is. Go play yr game privately.
If you were moderated it means STOP!!

 

[HopalongPetrovski]

BrainChip investors after another dud 4C..................

 

[Esq.111]

+

Channeling , The VIBE.

Esq.

 

[TheDrooben]

Meanwhile back in ASX land.......someone isn't worried about the quarterly.

Market is always forward looking and always right.....

Happy as Larry

 

[Labsy]

And amazingly SP is up 7%

 

[Cyw]

Meanwhile back in ASX land.......someone isn't worried about the quarterly.

View attachment 72159

Market is always forward looking and always right.....

Happy as Larry

It is the first time that I can remember the share price was holdng up after a horrible 4C. What do people know that we don't?
In the 4C, Sean commented:

In August, the Company signed two agreements totaling €190,000 for projects with Frontgrade
Gaisler and Airbus Defence and Space, to provide customers with AI capabilities for space
applications using Akida 1.0 technology. These two projects were initiated in response to a
European Space Agency request for ultra-low power neuromorphic, edge-AI computing in space to
enable future missions to the moon and beyond. Due to the nature, timing and risk associated with
these projects, it is not possible for the company to estimate future royalty revenues associated
with these engagements.

This paragraph caught my eye as why would he mentioned royalties estimates if there is no chance of royalties in such a deal? I tend to read it as:
"We are expecting royalties from this deal but we don't know how to value it".

I don't know how much a rocket cost but let's say $100M. 0.1% of that is $100K per rocket. Assuming 100 rockets would use Akida, my estimate will be $10M. Of course, if management cannot estimate the royalties, I have no chance in hell to do so. I am just saying to myself that this could be big.

Hang on tight, we may be getting close.

 

[Boab]

It is the first time that I can remember the share price was holdng up after a horrible 4C. What do people know that we don't?
In the 4C, Sean commented:

In August, the Company signed two agreements totaling €190,000 for projects with Frontgrade
Gaisler and Airbus Defence and Space, to provide customers with AI capabilities for space
applications using Akida 1.0 technology. These two projects were initiated in response to a
European Space Agency request for ultra-low power neuromorphic, edge-AI computing in space to
enable future missions to the moon and beyond. Due to the nature, timing and risk associated with
these projects, it is not possible for the company to estimate future royalty revenues associated
with these engagements.

This paragraph caught my eye as why would he mentioned royalties estimates if there is no chance of royalties in such a deal? I tend to read it as:
"We are expecting royalties from this deal but we don't know how to value it".

I don't know how much a rocket cost but let's say $100M. 0.1% of that is $100K per rocket. Assuming 100 rockets would use Akida, my estimate will be $10M. Of course, if management cannot estimate the royalties, I have no chance in hell to do so. I am just saying to myself that this could be big.

Hang on tight, we may be getting close.

Just wondering why the Euro190,000 wasn't included in the cash inflow from customers?

 

[Wags]

It is the first time that I can remember the share price was holdng up after a horrible 4C. What do people know that we don't?
In the 4C, Sean commented:

In August, the Company signed two agreements totaling €190,000 for projects with Frontgrade
Gaisler and Airbus Defence and Space, to provide customers with AI capabilities for space
applications using Akida 1.0 technology. These two projects were initiated in response to a
European Space Agency request for ultra-low power neuromorphic, edge-AI computing in space to
enable future missions to the moon and beyond. Due to the nature, timing and risk associated with
these projects, it is not possible for the company to estimate future royalty revenues associated
with these engagements.

This paragraph caught my eye as why would he mentioned royalties estimates if there is no chance of royalties in such a deal? I tend to read it as:
"We are expecting royalties from this deal but we don't know how to value it".

I don't know how much a rocket cost but let's say $100M. 0.1% of that is $100K per rocket. Assuming 100 rockets would use Akida, my estimate will be $10M. Of course, if management cannot estimate the royalties, I have no chance in hell to do so. I am just saying to myself that this could be big.

Hang on tight, we may be getting close.

Carefull what you say @Cyw wouldnt like you to get roasted, lol
@DK6161 may buy more shares based on that.