BRN Discussion Ongoing

AARONASX

Holding onto what I've got
  • Haha
  • Fire
Reactions: 4 users

7für7

Top 20
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
 
  • Like
  • Haha
Reactions: 4 users

KMuzza

Mad Scientist
Like clockwork before the quarterly is posted.

For me a good sign - 👍


IMG_3885.jpeg
 
Last edited:
  • Like
  • Thinking
Reactions: 7 users
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
 
  • Like
  • Thinking
Reactions: 13 users

Bravo

If ARM was an arm, BRN would be its biceps💪!

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/
Masayoshi Son
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/
 
  • Like
  • Thinking
  • Fire
Reactions: 16 users
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 :unsure:

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





IMG_20241129_085206.jpg
 
Last edited:
  • Like
  • Love
  • Fire
Reactions: 7 users

BigDonger101

Founding Member
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.
 
  • Like
  • Sad
  • Fire
Reactions: 8 users

Bravo

If ARM was an arm, BRN would be its biceps💪!
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?

Screenshot 2024-11-29 at 11.46.10 am.png



Screenshot 2024-11-29 at 11.56.11 am.png



Screenshot 2024-11-29 at 11.55.49 am.png
 
  • Like
  • Love
  • Fire
Reactions: 11 users

7für7

Top 20
If some are wondering why BrainChip doesn’t communicate externally as actively as some might wish, hoping this would suddenly push the stock to $20 per share and skyrocket its valuation, consider this: if something like that were to happen, the question would be whether a small company like BrainChip could handle the enormous pressure of continuously meeting such high expectations to maintain that level. I think it wouldn’t be healthy, as the internal structures are not yet solidified.

Keep in mind that every success also brings additional pressure. Isn’t it much better to focus on organization, improving products, presenting these improvements to potential customers, and building something together calmly and steadily? Rather than constantly promising the moon and delivering nothing in the end.

The company once dared to speak positively about the future, and even that has led to many criticizing the board for allegedly not delivering or doing their job. Quotes like: “Where are the contracts, Sean?” … “Tick-Tock” or “Pack your luggage” are good examples.

I remain confident as there’s no negative news out there. Long-term holder here.
 
  • Like
  • Thinking
  • Love
Reactions: 25 users

FiveBucks

Regular
If some are wondering why BrainChip doesn’t communicate externally as actively as some might wish, hoping this would suddenly push the stock to $20 per share and skyrocket its valuation, consider this: if something like that were to happen, the question would be whether a small company like BrainChip could handle the enormous pressure of continuously meeting such high expectations to maintain that level. I think it wouldn’t be healthy, as the internal structures are not yet solidified.

Keep in mind that every success also brings additional pressure. Isn’t it much better to focus on organization, improving products, presenting these improvements to potential customers, and building something together calmly and steadily? Rather than constantly promising the moon and delivering nothing in the end.

The company once dared to speak positively about the future, and even that has led to many criticizing the board for allegedly not delivering or doing their job. Quotes like: “Where are the contracts, Sean?” … “Tick-Tock” or “Pack your luggage” are good examples.

I remain confident as there’s no negative news out there. Long-term holder here.
Why shouldn't they be accountable? People invest in the company based on these comments. They are being paid millions of dollars per year to deliver on making the business profitable and providing returns for shareholders. If what they are saying has not come to fruition, then shouldn't there be some recourse?

Also, this price action today is poop.
 
  • Like
  • Fire
  • Sad
Reactions: 12 users

manny100

Regular
If some are wondering why BrainChip doesn’t communicate externally as actively as some might wish, hoping this would suddenly push the stock to $20 per share and skyrocket its valuation, consider this: if something like that were to happen, the question would be whether a small company like BrainChip could handle the enormous pressure of continuously meeting such high expectations to maintain that level. I think it wouldn’t be healthy, as the internal structures are not yet solidified.

Keep in mind that every success also brings additional pressure. Isn’t it much better to focus on organization, improving products, presenting these improvements to potential customers, and building something together calmly and steadily? Rather than constantly promising the moon and delivering nothing in the end.

The company once dared to speak positively about the future, and even that has led to many criticizing the board for allegedly not delivering or doing their job. Quotes like: “Where are the contracts, Sean?” … “Tick-Tock” or “Pack your luggage” are good examples.

I remain confident as there’s no negative news out there. Long-term holder here.
I had a brief chat with Tony about this.
The website is 1st class and has volumes of Information. No doubt about that.
The website management team is located in the US and is seperate to IR.
There is as we know a section devoted to IR on the Website containing Events, News, Podcasts, ASX anns etc.
The email subscription group that most of us subscribe to notifies us of a lot the adds to the IR website section.
I asked him if we could be notified of all 'adds' via auto email.
He said he would pass it on to the Website management team.
There is a mountain of info on the website.
There us a fair bit of communication via Sean interview videos, Quarterly Podcasts, Newsletter emails, email subscription updates, Quarterly and other reports.
Also IR will field queries providing requests providing its not price sensitive information not available to the general public.
Also all businesses including BRN have policies concerning serial pests and abusive communication.
Over on the crapper the negative posters are running wild ATM. Almost all are short term traders trying to get a cheaper entry point for a quick profit. They will 'bag' everything in sight no matter what.
 
  • Like
  • Fire
  • Haha
Reactions: 20 users

HopalongPetrovski

I'm Spartacus!
Why shouldn't they be accountable? People invest in the company based on these comments. They are being paid millions of dollars per year to deliver on making the business profitable and providing returns for shareholders. If what they are saying has not come to fruition, then shouldn't there be some recourse?

Also, this price action today is poop.
They are accountable, to each of us.
We each can sell out all or part of our stake in the company at any time the market is open and trading.
That'll show 'em!!! 🤣

And, by the way, given that our ASX tends to take a lead from American markets which usually trade in the period leading up to our opening, the Thanksgiving national public holiday in the USA tends to put a bit of a dampener on both our volume and volatility.
 
  • Like
  • Fire
Reactions: 6 users

7für7

Top 20
Why shouldn't they be accountable? People invest in the company based on these comments. They are being paid millions of dollars per year to deliver on making the business profitable and providing returns for shareholders. If what they are saying has not come to fruition, then shouldn't there be some recourse?

Also, this price action today is poop.
Sorry if I have to disagree here. We live in a capitalist society. CEOs in such positions, who are expected to turn a startup into a significant company, certainly won’t work for free. These are standard amounts. Just because some people can’t handle such sums doesn’t mean they are exorbitant salaries. Criticism is, of course, valid, but I wouldn’t give up my salary either… would you? As I said, since the last AGM, nothing has changed for me… products are being improved, and partnerships are being expanded. We have plenty of positive developments. Revenues and contracts will follow. Just my positive opinion. And if the board questions Sean’s performance because they see no progress, then I will trust them. But certainly not someone who has zero insight into internal structural processes… Please, come on.
 
  • Like
  • Fire
  • Love
Reactions: 15 users
Another 60,000 shares bought this week on the drop back….positioned for some progression
 
  • Like
  • Love
  • Fire
Reactions: 20 users

FiveBucks

Regular
Sorry if I have to disagree here. We live in a capitalist society. CEOs in such positions, who are expected to turn a startup into a significant company, certainly won’t work for free. These are standard amounts. Just because some people can’t handle such sums doesn’t mean they are exorbitant salaries. Criticism is, of course, valid, but I wouldn’t give up my salary either… would you? As I said, since the last AGM, nothing has changed for me… products are being improved, and partnerships are being expanded. We have plenty of positive developments. Revenues and contracts will follow. Just my positive opinion. And if the board questions Sean’s performance because they see no progress, then I will trust them. But certainly not someone who has zero insight into internal structural processes… Please, come on.
You're entitled to your opinion.

And good on you for having a positive opinion when our company's value continues to slide to the negative.
 
  • Like
Reactions: 2 users

7für7

Top 20
You're entitled to your opinion.

And good on you for having a positive opinion when our company's value continues to slide to the negative.
Always positive my friend… if you’re negativ on something, stop it, change it, move on, or let it be.
 

Diogenese

Top 20
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?

View attachment 73525


View attachment 73526


View attachment 73527
Altmann is not the messiah ...

When he bought the $51M worth of chips off the plan, Rain were touting pie-in-the-sky technology - a spaghetti bowl of self-organizing nanowires which miraculously formed an analog neural network, substituting chaos for complexity.

Rain have since completely changed their design and now offer a hybrid (Frankenstein) digital/analog MAC NN. Analog is very efficient in performing 1-bit multiplications, but, due to manufacturing variability, the output amplitude varies between different neuron multiplier.

To overcome this, Rain interposes ADC and DAC circuits within or between the NN layers.

US2024249190A1 GRADIENT COMPUTATION IN HYBRID DIGITALLY TIED ANALOG BLOCKS WITH ARBITRARY CONNECTIVITY BY EQUILIBRIUM PROPAGATION 20230119

1732846004547.png


Having started as a pure analog comapny, Rain are late to the hybrid digital/analog party.

In Rain they use MACs.

US2024143541A1 COMPUTE IN-MEMORY ARCHITECTURE FOR CONTINUOUS ON-CHIP LEARNING 20221028

1732864057494.png



A system capable of providing on-chip learning comprising a processor and a plurality of compute engines coupled with the processor. Each of the compute engines including a compute-in-memory (CIM) hardware module and a local update module. The CIM hardware module stores a plurality of weights corresponding to a matrix and is configured to perform a vector-matrix multiplication for the matrix. The local update module is coupled with the CIM hardware module and configured to update at least a portion of the weights.


Akida and Rain are competitors with incompatible technologies.
 
  • Like
  • Love
  • Fire
Reactions: 38 users

FiveBucks

Regular
Always positive my friend… if you’re negativ on something, stop it, change it, move on, or let it be.

With all due respect, I don't need life advice from you.
 
  • Like
Reactions: 5 users

MDhere

Top 20
May be following zeebot 😂
20241129_172825.jpg
 
  • Haha
  • Like
Reactions: 12 users

7für7

Top 20
With all due respect, I don't need life advice from you.
I wouldn’t give you a life advice for free 🤷🏻‍♂️ this was meant generally… it’s something, everyone know already… calm down I even not interested in what you are doing. I just answering questions or respond…
 
Top Bottom