BRN Discussion Ongoing

[Guzzi62]

With all due respect, I disagree with your opinion and statement!
I can see the progress Sean has made in the last 3 years!
In my opinion, it shouldn't be a matter of 'if' but rather a matter of 'time' for some contracts to flow through in 2025!
Otherwise, Sean wouldn't be so confident in the November 2024 interview, right?
Also, you will need to bear in mind that neuromorphic AI on the edge is a rather new technology.
It takes time for companies to adopt to this new technology!
If you do some market research about neuromorphic AI on the edge - you can see this sector will be starting to take off!

Very good answers, thanks.

You clearly know the industry better than me.

Getupthere, you, me and everybody else just need to be a bit more patient.

The CEO said in the last interview that 2025 is our year, and I choose to believe him. He knows that he will be in trouble if he is not delivering before the next AGM.

He has put the company in position with exciting new products, talking to some very big players on the market and some small ones as well.

If one of the big companies sign a fat juicy contract, the company could be profitable overnight according to Antonio (last AGM) and he will have his day in the sun, more companies will likely follow suit pretty fast.

Looking forward to the podcast next week and hear what he has to say.

 

[7für7]

For all the people who are giving Sean a hard time at the moment for apparently underperforming and not getting contracts or up signed , I just wonder how you will react when the market for our technology takes off.
Yes I agree BRN have be quiet, but maybe that’s a good thing. He is not giving you spin.

For me personally I hope next year is the year of new beginnings

And I am happy to wait because hopefully the wingers all just leave before we takeoff.

Had the same conversation on the crapper… it’s just disrespectful. Do it better or STFU

 

[rgupta]

It depends on the industry as well!

AI is a RED HOT sector at the moment. In Sydney, even a mid-level IT project manager (contract roles) can get $1200+ AUD/day (CASH)!
Senior level Program Manager (contract roles) - you won't be surprised to see them taking home $2000 AUD/day! What rate should a CEO charge in the United States????????

CEO is the leader of the management! However, he/she is also a salaryman (or salarywoman). Their primary goals to stay in the company are to make money by selling their professional skills & time! If other companies offer them better remuneration, they can leave! Therefore, it is in the best interests of the company to offer the CEO an attractive salary + shares so that they can stay for a long time to execute their plan!

On the other hand, I have heard Hong Kong SAR China's richest man Li Ka Shing - when he was working as a CEO, he only charge the company $1 annual salary! However - he is an ULTRA HIGH NET WORTH individual. He doesn't need any salary to maintain his lifestyle. Also - he is one of the largest shareholders of the company - he has enough vested interest to stay on without any salary!

Can you see Sean is a big investor in brainchip as well. He has a clear way, keep the salary for life style and family and shares for tax purposes and investment.

Dyor

 

[manny100]

Insiders still hold circa 15.5% to 16.5% of SOI - that shows confidence.
LDN (Sean's predecessor) is still in the Top 50 holders - that shows confidence.
Sean takes 81% of his salary in shares and options - that shows confidence.
All the BOD take levels of shares and options as part of their pay- that shows confidence.
The above gives me confidence.

 

[SharesForBrekky]

Came across this, not sure if already discussed, but may be of interest:

Neuromorphic Camera Helps Drones Navigate GPS-free

High-end positioning tech comes to low-cost UAVs

www.google.com

Advanced Navigation and NILEQ to look beyond GPS with new UAV navigation tie-up - International Mining

Advanced Navigation, an autonomous systems and navigation technologies provider, along with MBDA, have signed a MoU to co-develop a resilient navigation system integrating MBDA’s NILEQ absolute positioning technology. The co-developed solution will provide resilient absolute positioning for a...

im-mining.com

NILEQ - RESILIENT ABSOLUTE POSITIONING

www.nileq.co.uk

"NILEQ will provide a patent pending alternative navigation technology that is underpinned by the use of neuromorphic sensors to derive and match terrain fingerprints."

"Satellite-based navigation is the bedrock of most modern positioning systems, but it can’t always be relied on. Two companies are now joining forces to create a GPS-free navigation system for drones by fusing neuromorphic sensing technology with an inertial navigation system (INS)."

"A pair of navigation technology companies has now teamed up to merge the approaches and get the best of both worlds. NILEQ, a subsidiary of British missile-maker MBDA based in Bristol, UK, makes a low-power visual navigation system that relies on neuromorphic cameras. This will now be integrated with a fiber optic-based INS developed by Advanced Navigation in Sydney, Australia, to create a positioning system that lets low-cost drones navigate reliably without GPS."

"On the other hand, neuromorphic cameras are not currently able to operate using infrared, says Houghton, which would enable nighttime operations. But infrared neuromorphic cameras are currently under development and should be available in the next few years, he says."

"The companies are planning to start flight trials of the combined navigation system later this year, adds Shaw, with the goal of getting the product into customers hands by the middle of 2025."

 

[Getupthere]

Insiders still hold circa 15.5% to 16.5% of SOI - that shows confidence.
LDN (Sean's predecessor) is still in the Top 50 holders - that shows confidence.
Sean takes 81% of his salary in shares and options - that shows confidence.
All the BOD take levels of shares and options as part of their pay- that shows confidence.
The above gives me confidence.

They get shares because we don’t have money to pay their high salaries.

 

[manny100]

They get shares because we don’t have money to pay their high salaries.

Glass half empty approach. Insiders who know the business prospects are taking the glass half empty approach are holding and management accumulating.
Maybe they see it as a path to wealth?
Some analysts regard following the insiders a reasonable strategy when considering an investment.

 

[TheDrooben]

Mercedes-Benz says cars of the future will think like humans - carsales.com.au

Faster neuron-style processing to be capable of lightning-quick processing while using 90 per cent power

www.carsales.com.au

"While existing tech wastes time processing everything a camera ‘sees’, the silicon neurons only react to spikes of information and the resulting event-triggered computation is both quicker and more efficient by up to 90 per cent in its current use, compared to existing tech."

Happy as Larry

 

[Bravo]

Could this massive risk derail Nvidia stock?

Nvidia stock has delivered incredible returns to investors, and the company has absolutely dominated the market for AI chips.

www.fool.com.au

EXTRACT

 

[Bravo]

I wonder how Bascom Hunter have been progressing with their neuromorphic goals since they posted this on LinkedIn over a year ago.

 

[Bravo]

Did someone say temporal?

Loading…

www.darpa.mil

 

[7für7]

GOOD MORNING !!!! Choose your mindset! type 1. For 1 and 2. For 2


1

2

 

[AARONASX]

GOOD MORNING !!!! Choose your mindset! type 1. For 1 and 2. For 2


1
View attachment 73508

2
View attachment 73510

Is Number #2 Shorter as brainchip charts behind him are going up!?

 

[7für7]

Is Number #2 Shorter as brainchip charts behind him are going up!?

No, I think there are a lot of long term holder who feel like this even they are generally positiv. Maybe because they can’t stand the pressure any more or something. how ever, I’m more the 1 guy

 

[KMuzza]

Like clockwork before the quarterly is posted.

For me a good sign -

 

[Space Cadet]

Companies are willing to pay $2,000 per day because they expect a solid return on investment.

Over Sean’s three years in charge, it’s been difficult to see evidence of that return.

I believe he sold himself to the company on a 5 year plan. That gives him 2 more years to prove himself. That doesn't mean he should only have a deal done before the 5 years is up but 2025 is important not only to us but also to him.

SC

 

[Bravo]

Masayoshi Son Eyes India As Global Chip Hub In AI-Powered Future​

SoftBank has invested $11 billion in Indian startups over the last decade, making it one of the largest backers of the country’s startup ecosystem. Its portfolio companies include FirstCry, Ola Electric, and Swiggy, among others.
By
Anukriti;
-
Nov 28 2024, 16:45
https://www.facebook.com/sharer.php...ndia-as-global-chip-hub-in-ai-powered-future/
https://twitter.com/intent/tweet?te...ub-in-ai-powered-future/&via=StratNews+Global
https://pinterest.com/pin/create/bu...plans to position India as a global chip hub.
https://api.whatsapp.com/send?text=...ndia-as-global-chip-hub-in-ai-powered-future/

Japanese billionaire and SoftBank Group founder Masayoshi Son has unveiled ambitious plans to position India as a global hub for semiconductor design and manufacturing, riding on the transformative wave of artificial intelligence (AI).

During his visit to India, Son called on Prime Minister Narendra Modi and key business leaders to discuss his vision of making India the “chip capital of the world.” Son believes that India, with its growing chip design capabilities, has the potential to evolve from a software services powerhouse into the next Silicon Valley.

A Million Chip Designers
Son’s plans include involving Arm Holdings, the British semiconductor design giant in which SoftBank holds a 90% stake. Arm debuted on the Nasdaq earlier this year in the largest IPO of 2023, raising $4.87 billion, with a current market capitalization of $140 billion. SoftBank holds a 90% stake in Arm Holdings
Arm aims to collaborate with Indian universities and institutions to train one million chip designers, ensuring a robust talent pipeline for the semiconductor industry.
AI Opportunities
Addressing Indian entrepreneurs in a two-hour meeting, Son emphasized the need to adopt non-linear thinking about AI and map a vision for the next decade.He highlighted the enormous potential of AI, predicting $9-12 trillion in global capital expenditure on AI infrastructure in the coming years.
Son’s India trip also included a meeting with Reliance Industries chairman Mukesh Ambani in Mumbai, where they discussed possible AI opportunities.
India’s Semiconductor Push
The timing of Son’s visit aligns with India’s growing focus on semiconductor manufacturing. The central government’s Indian Semiconductor Mission (ISM) aims to bolster the country’s chip-making, packaging, and design capabilities.
Under the ISM, a budget allocation of $10 billion is anticipated for its second phase. In the first phase, Tata Electronics’ $11 billion proposal to set up a semiconductor fabrication unit in Gujarat was approved.

https://stratnewsglobal.com/asia/masayoshi-son-eyes-india-as-global-chip-hub-in-ai-powered-future/

 

[Fullmoonfever]

Anyone heard of or looked at Synthesia?

Couldn't see anything on quick TSE search.

Not saying we're involved but do wonder if they are using neuromorphic as per the # and which one if so

Pretty decent avatars I will say when you look at the demo vid on their site.

Best AI Video Generator - Start Creating FREE AI Videos Now

Create AI videos from text with AI video generator. Get the most advanced AI avatars and voiceovers in 140+ languages. Try the free AI video generator today!

www.synthesia.io

Synthesia launches Expressive Avatars | George Touryliov ✔ posted on the topic | LinkedIn

Synthesia, a startup that has the backing of NVIDIA, is launching its fourth generation of #AI avatars it’s calling Expressive Avatars that are powered by the…

www.linkedin.com

 

[BigDonger101]

This is what happens when a company is significantly undervalued.

You should google on 'Elcid Investments Ltd'. It has gone up 66,92,535% in a single trading session a few weeks ago!

"Elcid Investments Limited set a record for its share price when it increased by 66,92,535% in a SINGLE TRADING SESSION.

The increase occurred during a call auction organized by the BSE and NSE, which is designed to help investment holding companies discover their fair value."

If Sean can seal a big contract in the coming months, this baby could gap up significantly!
According to Sean's recent Youtube Interview in November, Sean said he is VERY bullish and he thinks that 2025 will be the year. Sean also said that he even anticipates in the next COUPLE of months things are all positive for Brainchip!!!
I have looked up the definition of 'couple'. It means '2', less than 3...

Please go to youtube and search 'brainchip ceo interview' by Stocks Down Under.
If you are time-strapped, just spend 29 seconds to listen from the 1 minute mark to the 1:29 mark.

Fingers crossed. lol

Yep - BRN have said many things. None of which have happened.

Let's just see what 2025 brings.

 

[Bravo]

Some relevant background information here is that Sam Altman (OpenAI) had committed to a $51 million investment in AI chips from Rain AI in a letter of intent signed in 2019. The agreement committed OpenAI to purchase Rain's chips upon production. At that point in time Rain AI was focused on developing neuromorphic chips.

Since then, Rain AI no longer promotes the term neuromorphic technology, choosing instead to describe their chip efforts as novel compute-in-memory technology.

Last I heard they were hoping to bring their first chip (an analogue in-memory digital AI accelerator) to market at the end of this year.

I noticed that Airbus Ventures are listed as backers for Rain AI and I asked ChatGPT what the relationship between Airbus Ventures and Airbus is (see below).

Also, another connection is that our Chairman Mr Antonio Viana is also currently serving on the Board of Directors at Arteris. Arteris and Rain AI are collaborating to develop advanced hardware solutions aimed at enhancing artificial intelligence computing. Rain AI is leveraging Arteris' FlexNoC 5 network-on-chip (NoC) technology.

I wonder if @Diogenese might have an opinion on whether there could be a possibility that BrainChip's and Rain AI's technologies might be complementary, or whether our technology might be able to implemented into theirs in some way for better efficiency and performance outcomes?