BRN Discussion Ongoing

[Dolci]

Im more than happy I got an extra 30% than I would have 2 weeks. So for me it’s a win

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ah, one took the bait too early, as your 30% is just a drop in the Ocean where it is going .......

 

[MegaportX]

.........hey, Pdu it seems that you could have got a better deal today with your super investment, matter in fact if you wait till Friday it will be even better for you ...

I suspect the Fools will be releasing there updated research paper soon enough. The stage is set for something positive from Sean I hope. Those Fools are not the guys to friendly to BRN..


MegaportX.

 

[DK6161]

ah, one took the bait too early, as your 30% is just a drop in the Ocean where it is going .......

Ease up, Dolci
No need for that.

 

[manny100]

The LDA Capital Agreement.....0.50 per share x 40 Million to be issued, unless we move the goal posts.

Question: The timing of the (out of the blue) announcement, and the stated price per unit, given where the share price
has been revolving lately, does anyone care to give an educated guess as to why ?....if something big (potentially) is cooking,
what's your best guess ?

Just interested to get a feel of the mood in the room.

Cheers and good morning....Tech.

The LDA deal in its entirety is an insolvency blocker to go with our Insider holdings take over blocker.
The level of insider holdings indicates confidence.
Smart strategies by the BOD.
The latest quarterly report shows 5.1 quarters of cash left so there was no pressing need for cash. The first call to be made on or before 30th June'25.
No need to make a call until May'25 or thereabouts.
I think its likely we will see a lucrative deal drop soon. The problem is that there is likely a decent time lag between sign up and cash flow - hence LDA. Once a deal drops there will be more to follow IMO.
Also we are on a development roll PICO, M2, TENNs, aTENNuate etc and I expect more of these which costs $.
Client trials may result in us spending $ to make a custom change or 2 before deal finalisation.
We may have to spend a few $$ on defense related R & D. The Air Force contract did not just drop 'out of the blue'. There would have been discussions going for a while. Trump won in early Nov'24. He did not just dream up the 'Iron Dome' overnight - he will just push it along.. The Defense planners would have been working on this for some time as a solution to brainstormed potential threats - uncertainty calls for new and fresh ways of doing things, looking for a new 'Edge' - and some always make money out of uncertainty spending.
There is also talk about BRN and Radar. We have seen a BRN Press release concerning Radar. Bascom Hunter using AKIDA in their defense products.
There is also a thread created by uiux titled Brainchip+RTX. Its a good read.
There are lots of chips out there all with their own special little advantages over others for various end uses.
No one come close to AKIDA/Gen2/TENNs when it comes to Defense, Civilian safety applications, aviation and shipping, space, Auto safety and certain health applications.
Not worried about recent SP noise as we had strayed to far from averages and were overbought.
Starting to look a bit oversold.
In summary we are after big LDA $$ because we have big plans. Otherwise why bother.

 

[Papacass]

Isn’t it strange that the only traction the company is getting is via physical AKD1000 chips, the same chips that Vianna and Hehir said were “too narrow” in their application. No one knows where the chips are coming from. Were they in stock from the TSMC run way back? I’m starting to think that turning a ground breaking nascent technology into an IP only business plan was not the greatest idea. AKD2000 seems to be smoke and mirrors no matter how good the simulation software is. I think potential customers are baulking at the idea that they have to design and fab a chip themselves in order to incorporate our IP. It’s a big ask. Technology - priceless. Execution - woeful. Let’s hope a rabbit gets pulled from a hat. Onward.

 

[Dolci]

I suspect the Fools will be releasing there updated research paper soon enough. The stage is set for something positive from Sean I hope. Those Fools are not the guys to BRN..


MegaportX.

yeah, to get their free RSU at the AGM... anyway I wouldn't rely too much on them, ..........what is really needed is revenue & that won't show up till next quarterly if there is somthing there, & I would say an IP license that would be a miracle now ..........

 

[Dolci]

Ease up, Dolci
No need for that.

 

[Guzzi62]

Isn’t it strange that the only traction the company is getting is via physical AKD1000 chips, the same chips that Vianna and Hehir said were “too narrow” in their application. No one knows where the chips are coming from. Were they in stock from the TSMC run way back? I’m starting to think that turning a ground breaking nascent technology into an IP only business plan was not the greatest idea. AKD2000 seems to be smoke and mirrors no matter how good the simulation software is. I think potential customers are baulking at the idea that they have to design and fab a chip themselves in order to incorporate our IP. It’s a big ask. Technology - priceless. Execution - woeful. Let’s hope a rabbit gets pulled from a hat. Onward.

There is some truth in that statement.

How many companies design their own chips?

Answer by Goggle:

While not every company designs their own chips, a significant number of large tech companies like Apple, Amazon, Google, Microsoft, Meta, Tesla, and Baidu have started designing their own chips, particularly for specialized applications like artificial intelligence and data centers, making the number of companies designing their own chips relatively small but growing in recent years; most companies still rely on established chip manufacturers like Intel, Samsung, and TSMC for their chip needs.

Key points about chip design:

• Large tech giants leading the trend:
  Companies like Apple, Amazon, and Google are actively designing their own chips to gain more control over performance and efficiency for their specific needs.
• 
  
• Specialized chip design:
  Many companies are focusing on designing chips for specific applications like AI, cloud computing, and autonomous vehicles.
  
  
• 
  
• Cost and complexity:
  Designing custom chips can be expensive and requires significant technical expertise, which is why many companies still choose to buy off-the-shelf chips.
  
  
• 
  
• Manufacturing reliance:
  Even companies designing their own chips often rely on established chip manufacturers like TSMC to produce them.

Where BRN fits in I don't know to be honest.

I can understand why it must be very difficult to sell an IP.

The buyer must have a specific need for it and in huge numbers or they will loose money on the exercise.

This is how I understand it?

 

[Pom down under]

ah, one took the bait too early, as your 30% is just a drop in the Ocean where it is going .......

I know and I can’t wait until we hit the $10 mark, just hope I’m still alive

 

[CHIPS]

We all always forget about Tata Elxsi and what they wrote in their annual report. They will work with Akida for their healthcare products!!!
The money will come and everything will be fine. For all of us!

 

[manny100]

There is some truth in that statement.

How many companies design their own chips?

Answer by Goggle:

While not every company designs their own chips, a significant number of large tech companies like Apple, Amazon, Google, Microsoft, Meta, Tesla, and Baidu have started designing their own chips, particularly for specialized applications like artificial intelligence and data centers, making the number of companies designing their own chips relatively small but growing in recent years; most companies still rely on established chip manufacturers like Intel, Samsung, and TSMC for their chip needs.

Key points about chip design:

• Large tech giants leading the trend:
  Companies like Apple, Amazon, and Google are actively designing their own chips to gain more control over performance and efficiency for their specific needs.
• 
  
• Specialized chip design:
  Many companies are focusing on designing chips for specific applications like AI, cloud computing, and autonomous vehicles.
  
  
• 
  
• Cost and complexity:
  Designing custom chips can be expensive and requires significant technical expertise, which is why many companies still choose to buy off-the-shelf chips.
  
  
• 
  
• Manufacturing reliance:
  Even companies designing their own chips often rely on established chip manufacturers like TSMC to produce them.

Where BRN fits in I don't know to be honest.

I can understand why it must be very difficult to sell an IP.

The buyer must have a specific need for it and in huge numbers or they will loose money on the exercise.

This is how I understand it?

I think its slow market adoption of AI at the Edge, especially AKIDA style rather than IP that is the issue.
AKIDA is not a traditional AI Edge solution and no one ever got fired for choosing to go with IBM or NVIDIA. ..
Just need that 1st decent deal to drop.

 

[Papacass]

We all always forget about Tata Elxsi and what they wrote in their annual report. They will work with Akida for their healthcare products!!!
The money will come and everything will be fine. For all of us!

You’re right. Plus they definitely have the resources to produce a gazillion chips. Megachips is the other obvious one. PVDM said years ago words to the effect that shareholders did not fully understand the worth of the Megachips deal. Here’s hoping. Mario Kart anyone?

 

[IloveLamp]

Nice to have ARM as a partner

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