BRN Discussion Ongoing

[DingoBorat]

I'm sure one of the many shareholders already has.

When it comes to asx announcements, the team have a position internally and arguing otherwise would be like trying to get blood from a stone.

They won't be able to not announce the Nvidia takeover offer so we continue to wait.

BrainChip, is already like a kid wearing really big boots..
We need to grow into them.

The only ASX announcements which will matter, are those that also attract press coverage, anyway..
Companies are putting out ASX announcements all the time, which we never hear about, because we haven't got them in our watchlist, with alerts on them.

Some of the biggest drivers of the share price, have not been ASX announced.
Mercedes using AKIDA in the EQQX, stands out the most.

The press releases and media coverage, that some say aren't adequate, are what is going to spread the news, not the ASX.
So I don't understand people's frustrations here.

To move significantly further, we need announcements, by any medium, that show either undeniable Future success (like a partnership with Nvidia) or a large IP deal (which would both be ASX announced) with a Household Name brand, that intends integrating AKIDA into high volume products.

Sean has indicated, many developments are forthcoming, so that and the base we have formed, is enough to stabilise the share price for now, but we can't expect, to keep sizing up our boots, without "filling out" in the areas that count and growing taller first..

 

[manny100]

From Edge Impulse. When did a search had a date of 7 Jan so guessing it's new.

https://docs.edgeimpulse.com/experts/computer-vision-projects/brainchip-akida-industrial-inspection

SC

Thanks, great attachment.
We know VVDN are selling the box with Edge Impulse as an option. VVDN also sell NVIDIA Edge boxes.
I am not sure how hard our boxes are being marketed for say, Industrial use with Edge Impulse by us, Edge Impulse or VVDN - that is the key to revenue for this product.
Sept'23 was when we first engaged VVDN. Hopefully the new Edge Box eco system will see sales pick up.
No doubt there is a marketing plan in place. - also for Pico,M.2 etc.

 

[Smoothsailing]

I predict within 3 months from now the Share price of BRN will be $$ on the back of Sean’s recent communication and the Pico, quantum Ventures, New M.2 card , Nintendo and Mercedes possibility’s

 

[manny100]

BrainChip, is already like a kid wearing really big boots..
We need to grow into them.

View attachment 76379

The only ASX announcements which will matter, are those that also attract press coverage, anyway..
Companies are putting out ASX announcements all the time, which we never hear about, because we haven't got them in our watchlist, with alerts on them.

Some of the biggest drivers of the share price, have not been ASX announced.
Mercedes using AKIDA in the EQQX, stands out the most.

The press releases and media coverage, that some say aren't adequate, are what is going to spread the news, not the ASX.
So I don't understand people's frustrations here.

To move significantly further, we need announcements, by any medium, that show either undeniable Future success (like a partnership with Nvidia) or a large IP deal (which would both be ASX announced) with a Household Name brand, that intends integrating AKIDA into high volume products.

Sean has indicated, many developments are forthcoming, so that and the base we have formed, is enough to stabilise the share price for now, but we can't expect, to keep sizing up our boots, without "filling out" in the areas that count and growing taller first..

Hoping the SP base has formed as well. agree we have put together a pretty impressive portfolio of products.

 

[manny100]

We have seen some action lately with AKIDA1000. The AKIDA1500 chip was launched on 28th August 2023. From memory the 1500 was produced as a result of client request. Circa 1 Year and 5 months pass passed - heading towards what appears to be testing and trialing periods - up to 2 years?
The 1500 evidently has a number of improvements over the 1000 some of which are higher computational power, memory optimisation and from memory advanced image recognition.0
Hopefully we see some action with the 1500 sooner than later. I assume it was produced for a client/s??

 

[Boab]

We have seen some action lately with AKIDA1000. The AKIDA1500 chip was launched on 28th August 2023. From memory the 1500 was produced as a result of client request. Circa 1 Year and 5 months pass passed - heading towards what appears to be testing and trialing periods - up to 2 years?
The 1500 evidently has a number of improvements over the 1000 some of which are higher computational power, memory optimisation and from memory advanced image recognition.0
Hopefully we see some action with the 1500 sooner than later. I assume it was produced for a client/s??

As Jeff Bier said in the latest Podcast "All these improvements are a double edged sword" (My recollection)
Just when you think you've got the latest and greatest......Oh by the way this is our new and improved one.
Clients have even asked "but, can you do this?"
I'm sure all these improvements delay the signing of contracts.
Pantene peeps.

 

[DingoBorat]

BrainChip, is already like a kid wearing really big boots..
We need to grow into them.

View attachment 76379

The only ASX announcements which will matter, are those that also attract press coverage, anyway..
Companies are putting out ASX announcements all the time, which we never hear about, because we haven't got them in our watchlist, with alerts on them.

Some of the biggest drivers of the share price, have not been ASX announced.
Mercedes using AKIDA in the EQQX, stands out the most.

The press releases and media coverage, that some say aren't adequate, are what is going to spread the news, not the ASX.
So I don't understand people's frustrations here.

To move significantly further, we need announcements, by any medium, that show either undeniable Future success (like a partnership with Nvidia) or a large IP deal (which would both be ASX announced) with a Household Name brand, that intends integrating AKIDA into high volume products.

Sean has indicated, many developments are forthcoming, so that and the base we have formed, is enough to stabilise the share price for now, but we can't expect, to keep sizing up our boots, without "filling out" in the areas that count and growing taller first..

On reflection, I think the photo in that post more accurately reflects BrainChip, after the Mercedes announcement..

BrainChip, has come a long way since then, in development and maturity, I think this one, is closer to the mark..

I think we can achieve the price targets and valuations, that reasonable people want to see, but it's going to come from strong International demand, for BRN stock and that can only come through "solid" developments.

 

[sleepymonk]

Disclosure: I bought more since last week and now my skin is heavily glued with BRN:

Reasons I bought more:
1: I do have some spare cash that i can afford, And if the next three speculations turn out to be true, I am far better off from the term deposit interest
2: Last minute of podcast 7, Sean's words to my interpretation is suggesting there are more good news coming out. and for a podcast that is supposed to be recorded and come out in NOV(credits to @mrgds post 90998), you won't hold it until the last day of the year for no reason
3: LDA ANN surprised me a bit but soon self interpretated as a potential positive indication of future ANN/ANNS given the context of:

• it would be foolish to openly announce there will be a CR 6 month before the due date if he is not expecting anything at all
• 40 million share issued to LDA suggests to me the management expects the final price is above 50cents/pc, this price will most likely not be possible if there is nothing before the capital call

4: RTX, recent podcasts and social media disclosures all point to a positive direction, to me at least.

Reasons I have my doubts and being cautious:

1: Sean's verbal confidence shows limited creditability up to this date to me given the facts that:

• none of his promises has been delivered so far such as watch the financials, 2023 is a critical year, then 2024, 2025, list goes on
• he never bought back shares to echo his confidence, I do understand the implications of inside trading, but a clear statement of not selling his shares under the issuing price will not only reinforce the SH's confidence but also scare off the shorters and traders.
• his continuous tolerance of the staff mistakes: typos, dates, years and most importantly the 4CS, hate to bring this up, but go and check the last 2 qtrs reports and find out yourself how incompetent the person is at crosschecking and cut/past (happy to point out what it is if any one of you PM me)

2: Correlated with the 50cents expectation, he does have a bad record of reading the market, the last LDA agreement was suspended, to me, ugly that BRN had to pay LDA to exit. In short, they gtt our shares for 16ish cents/ pc so LDA can dump and make the money they expected

3: 5 years plan approved by the board, NDAs and KMP's incentives all line up in the backroom with us knowing nothing, TBH, I give this kind of blind trust only to my parents and kids.

enough gas releasing from my end.
regards
Sleepy

 

[Diogenese]

We have seen some action lately with AKIDA1000. The AKIDA1500 chip was launched on 28th August 2023. From memory the 1500 was produced as a result of client request. Circa 1 Year and 5 months pass passed - heading towards what appears to be testing and trialing periods - up to 2 years?
The 1500 evidently has a number of improvements over the 1000 some of which are higher computational power, memory optimisation and from memory advanced image recognition.0
Hopefully we see some action with the 1500 sooner than later. I assume it was produced for a client/s??

Hi Manny,

The defining characteristic of 1500 is that it does not have an in-built ARM CPU. It is designed as a co-processor to work with any compatible processor.

It was aso built in Global Foundries 22mm FDSoI (fully depleted silicon on insulator) with a little help from MegaChips. FDSoI improves power efficiency by reducing leakage currents.

1500 helps demonstrate that Akida can work independently of the ARM Cortex processor (as well as avoiding the licence fee). The 1500 IP can be incorporated in a SoC with any compatible processor (CPU/GPU), or it can be made as a stand-alone chip (or chiplet) cooperating with an external processor.

 

[DingoBorat]

Hi Manny,

The defining characteristic of 1500 is that it does not have an in-built ARM CPU. It is designed as a co-processor to work with any compatible processor.

It was aso built in Global Foundries 22mm FDSoI (fully depleted silicon on insulator) with a little help from MegaChips. FDSoI improves power efficiency by reducing leakage currents.

1500 helps demonstrate that Akida can work independently of the ARM Cortex processor (as well as avoiding the licence fee). The 1500 IP can be incorporated in a SoC with any compatible processor (CPU/GPU), or it can be made as a stand-alone chip (or chiplet) cooperating with an external processor.

Also, any "improvements" that may have been made over AKD1000, in AKD1500 (disregarding the ARM component) are now reflected in the AKIDA 1.0 IP common to both.

 

[manny100]

Hi Manny,

The defining characteristic of 1500 is that it does not have an in-built ARM CPU. It is designed as a co-processor to work with any compatible processor.

It was aso built in Global Foundries 22mm FDSoI (fully depleted silicon on insulator) with a little help from MegaChips. FDSoI improves power efficiency by reducing leakage currents.

1500 helps demonstrate that Akida can work independently of the ARM Cortex processor (as well as avoiding the licence fee). The 1500 IP can be incorporated in a SoC with any compatible processor (CPU/GPU), or it can be made as a stand-alone chip (or chiplet) cooperating with an external processor.

Thanks Diogenese, hopefully not to long before we see some client action with the 1500. Someone/s would have wanted what you describe.

 

[manny100]

Also, any "improvements" that may have been made over AKD1000, in AKD1500 (disregarding the ARM component) are now reflected in the AKIDA 1.0 IP common to both.

Thanks DB, I was not aware that the 1000 IP was updated. Makes sense though.

 

[DingoBorat]

Thanks DB, I was not aware that the 1000 IP was updated. Makes sense though.

Hey that's just my assumption really
But I think it's bankable, as IP isn't set in stone, like a chip is.

If there are significant changes, it will be a "new generation" like AKIDA 2.0 IP, but subtle changes, or tweaks, to each "Family" would be part and parcel of technological development..

But that's just my complete, not even layman's view..

 

[Smoothsailing]

On the News tonight their talking about doggy Chinese door bells being hacked then accessing your WIFI and other devices in your home.

 

[jtardif999]

Hey that's just my assumption really
But I think it's bankable, as IP isn't set in stone, like a chip is.

If there are significant changes, it will be a "new generation" like AKIDA 2.0 IP, but subtle changes, or tweaks, to each "Family" would be part and parcel of technological development..

But that's just my complete, not even layman's view..

Hey @DingoBorat I think an IP change would need to be taped out.

 

[Humble Genius]

Anyone seen this?

 

[DingoBorat]

Hey @DingoBorat I think an IP change would need to be taped out.

The IP changes to AKIDA 1.0 IP "were" taped out, with the subsequent runs of AKD1000 chips (which there "appear" to be 4 different types) and the AKD1500 In FD-SOI (which makes 5 that we know of, if the previous is correct).

I really don't know, what would constitute the need for a tape-out, to confirm a small tweak, which surely could be run in simulation these days.

With AKIDA 2.0 for example, I'm pretty sure Dr Anthony Lewis, said a tape-out wasn't specifically required, because the core technology, the "novel" aspect of AKIDA, had already been well proven.

 

[Whispering Bob]

Lockheed Martin and Skunk Works..gee tommorow the first of at least 6 whistleblowers are coming forward to reveal to the world public about the illegal " black government" projects that they have been a part of since joining the US Military as young men..this is a major disclosure !
NHI (Non Human Intelligence), since October 1954 a US Black Ops. Program has been involved in a UFO Retrieval Program, anti-gravity technology was achieved in 1954 and has been kept secret by these black programs.

I could go on...but we are at a major fork in the road for all of humanity...watch as this story unfolds...the drone events happening all over the world, the fog, the suicide bombing of a Tesla car on NY Eve...it's this illegal, black operation trying to spread fear among the world population that an alien invasion is about to commence...the truth is slowly being revealed...we are 100% not alone in this universe...many forms of intelligent life exist and are far more advanced than humans.

No, I haven't been on the drugs or alcohol...just watch this major story unfold and keep an open mind.

I apologize for being off topic.

Kind regards....Tech.

Hi there, I'm sorry but what kind of nonsense is this? anti-gravity technology??

After reading this how is one supposed to trust anything you write if you are so ready to believe such conspiracies? You say you work for Brainchip but what's not to say that this isn't also one of your delusions?

For the record I am a big believer in the company, just not non-sensical shit like what is written here.

 

[Bravo]

Hi there, I'm sorry but what kind of nonsense is this? anti-gravity technology??

After reading this how is one supposed to trust anything you write if you are so ready to believe such conspiracies? You say you work for Brainchip but what's not to say that this isn't also one of your delusions?

For the record I am a big believer in the company, just not non-sensical shit like what is written here.

He never said he worked for BrainChip.

 

[jtardif999]

The IP changes to AKIDA 1.0 IP "were" taped out, with the subsequent runs of AKD1000 chips (which there "appear" to be 4 different types) and the AKD1500 In FD-SOI (which makes 5 that we know of, if the previous is correct).

I really don't know, what would constitute the need for a tape-out, to confirm a small tweak, which surely could be run in simulation these days.

With AKIDA 2.0 for example, I'm pretty sure Dr Anthony Lewis, said a tape-out wasn't specifically required, because the core technology, the "novel" aspect of AKIDA, had already been well proven.

I would think that any change to the RTL blue prints would require a tape out.