BRN Discussion Ongoing

[Fact Finder]

This is simply wild or poorly informed wishful thinking but adding up these numbers:

Point 1: Including Ford and a couple of @uiux and @Rocket577 disclosures around US Miltary applications we have a comfortable 20 disclosed engagements.

Point 2. We have about 10 outstanding EAP’s and proof of concepts plus let’s say a further 10 as a result of Socionext, 10 as a result of RENESAS, 10 as a result of MegaChips 10 as a result of Valeo then well north of 100 NDA’s but say 33 to be conservative giving a total of 73 further customer engagements.

Point 3. Let me be very conservative and say that from all of the names in Rob Telson’s black book and every trade show they have attended they have picked up only 10 additional engagements

WE HAVE A GRAND TOTAL OF 106 CUSTOMER ENGAGEMENTS.

Now a history lesson for newer shareholders. The former CEO Mr. Dinardo in one of his webinars in 2020 went into detail about the advantages of targeting OEM’s (original equipment manufacturers like Valeo) but the one relevant is how it gave Brainchip a large footprint in the market and after they are up to speed they have very little impact on company resources.

Think MegaChips for example. Brainchip have trained their people and now they are doing it all sales, marketing, design, implementation.

So my wild speculation is this we know that the aim is to have around 100 employees by end of 2022.

Is a staff ratio of about one staff member for each customer engagement (103) over kill or is my total clearly an under estimate of the known unknowns and the unknown unknowns when Valeo, Socionext, Renesas & MegaChips will be absolutely low maintenance so the real number on my estimate falls back to 63 when you take their customers out of the picture.

A staff ratio of 1 employee for every .63 customer seems far too high.

If I am correct then my 106 customer engagements is rubbish and the number must be much greater.

My wild speculation etc DYOR
FF

AKIDA BALLISTA

Now of course my speculation has deliberately omitted companies like:

Cisco, Rockwell Collins, Safran, Veritone and others with past announced engagements with Brainchip from the Studio and Accelerator days.

They were looking for a solution before and Studio was almost there and Brainchip has no competition. AKIDA is a quantum leap forward from Studio so logic rates the chances of continued involvement quite high.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Xhosa12345]

'Bugger the concept car, i need one in my Mercedes now ffs....'

 

[Fact Finder]

And then there’s this image showing both Honda and Daimler at ADAS level III.
View attachment 5153

But this is my favourite Valeo quote:

View attachment 5154

Cheers

Hi @Stable Genius
I have given this a lot of thought and I think you have proven that Mercedes and Honda are using the same LiDAR system from Valeo now all we need is for Valeo to tell us publicly those two little words, those sweet little words "AKIDA POWERED" and what we all know already will be out there to be valued by the market.

Mercedes using AKIDA technology in a concept vehicle took us to $2.34. The negativity came from the word 'concept vehicle'. The opposite of concept in the automotive industry is 'production vehicle'. We must be running low on viable negative commentary when it moves from concept to production and the company Valeo is the leading provider of LiDAR being the brand behind 1 in 3 LiDAR systems currently installed around the world.

AKIDA powering Valeo's LiDAR in Mercedes & Honda production vehicles must have more significance that the EQXX reveal particularly when the market reads that Valeo has a far bigger customer base than just these too giants of the automotive world.

Every day that passes brings us one day closer to this reveal.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Proga]

This is simply wild or poorly informed wishful thinking but adding up these numbers:

Point 1: Including Ford and a couple of @uiux and @Rocket577 disclosures around US Miltary applications we have a comfortable 20 disclosed engagements.

Point 2. We have about 10 outstanding EAP’s and proof of concepts plus let’s say a further 10 as a result of Socionext, 10 as a result of RENESAS, 10 as a result of MegaChips 10 as a result of Valeo then well north of 100 NDA’s but say 33 to be conservative giving a total of 73 further customer engagements.

Point 3. Let me be very conservative and say that from all of the names in Rob Telson’s black book and every trade show they have attended they have picked up only 10 additional engagements

WE HAVE A GRAND TOTAL OF 106 CUSTOMER ENGAGEMENTS.

Now a history lesson for newer shareholders. The former CEO Mr. Dinardo in one of his webinars in 2020 went into detail about the advantages of targeting OEM’s (original equipment manufacturers like Valeo) but the one relevant is how it gave Brainchip a large footprint in the market and after they are up to speed they have very little impact on company resources.

Think MegaChips for example. Brainchip have trained their people and now they are doing it all sales, marketing, design, implementation.

So my wild speculation is this we know that the aim is to have around 100 employees by end of 2022.

Is a staff ratio of about one staff member for each customer engagement (103) over kill or is my total clearly an under estimate of the known unknowns and the unknown unknowns when Valeo, Socionext, Renesas & MegaChips will be absolutely low maintenance so the real number on my estimate falls back to 63 when you take their customers out of the picture.

A staff ratio of 1 employee for every .63 customer seems far too high.

If I am correct then my 106 customer engagements is rubbish and the number must be much greater.

My wild speculation etc DYOR
FF

AKIDA BALLISTA

BRN isn't mature enough for staff per customer ratios to make any sense or have any meaning. Ratios constantly change as BRN moves from R&D only into full blown commercialisation. Only an insider would know the optimum level and a lot of the time they get it wrong.

 

[JoMo68]

But hang on - he's spent a whole hour trying to get to grips with Akida, and PhD's hours are worth much more than yours or mine, or is that the limit of his powers of concentration?

Of course, building a convolutional neural network was his first mistake - stuck in the von Neumann bottleneck quagmire.

I wonder what part he does not understand, 'cause there are lots of patents he could look at.

I couldn’t help myself and replied to his tweet

 

[Makeme 2020]

 

[Proga]

Hi @Stable Genius
I have given this a lot of thought and I think you have proven that Mercedes and Honda are using the same LiDAR system from Valeo now all we need is for Valeo to tell us publicly those two little words, those sweet little words "AKIDA POWERED" and what we all know already will be out there to be valued by the market.

Mercedes using AKIDA technology in a concept vehicle took us to $2.34. The negativity came from the word 'concept vehicle'. The opposite of concept in the automotive industry is 'production vehicle'. We must be running low on viable negative commentary when it moves from concept to production and the company Valeo is the leading provider of LiDAR being the brand behind 1 in 3 LiDAR systems currently installed around the world.

AKIDA powering Valeo's LiDAR in Mercedes & Honda production vehicles must have more significance that the EQXX reveal particularly when the market reads that Valeo has a far bigger customer base than just these too giants of the automotive world.

Every day that passes brings us one day closer to this reveal.

My opinion only DYOR
FF

AKIDA BALLISTA

When do you expect it to happen FF? 2022 or 2024? A big tech upgrade is going to be implemented by Mercedes in those years. 2022 the Valeo ADAS upgrade and 2024 the full package involving BRN and Nvidia. I was hoping for 2022 but now believe it is too early.

 

[Makeme 2020]

 

[TheFunkMachine]

When do you expect it to happen FF? 2022 or 2024? A big tech upgrade is going to be implemented by Mercedes in those years. 2022 the Valeo ADAS upgrade and 2024 the full package involving BRN and Nvidia. I was hoping for 2022 but now believe it is too early.

I believe 2022 is the start of an exponential growth journey. 2024 going into 2025 is well and truely life changing to all investors big or small in my opinion. Anything beyond that is mind boggling.

 

[hamilton66]

Emailed Tony last night and he stated the amount of abuse his received from shareholders, sure the report wasn't good but is it Tonys fault

D, as a l/t shareholder, VERY disappointed to read this. They will be all in the same class - " but I've held these shares for 6 mths, and the price was supposed to double!, not go down." Some people in life take zero responsibility for the decisions they make. Any result that doesn't fit their timeframe, or their agenda suddenly becomes someone else's fault, despite the fact the decision has been made of their own free will. Disgraceful behaviour. Ill informed, impatient, rude and obnoxious people are unfortunately a part of everyone's world. Hope Tony has the sense to just hang up, but probably too decent/professional to do so. GLTA

 

[David holland]

D, as a l/t shareholder, VERY disappointed to read this. They will be all in the same class - " but I've held these shares for 6 mths, and the price was supposed to double!, not go down." Some people in life take zero responsibility for the decisions they make. Any result that doesn't fit their timeframe, or their agenda suddenly becomes someone else's fault, despite the fact the decision has been made of their own free will. Disgraceful behaviour. Ill informed, impatient, rude and obnoxious people are unfortunately a part of everyone's world. Hope Tony has the sense to just hang up, but probably too decent/professional to do so. GLTA

Tony seems a gentleman without knowing him personally, People need to grow up ,

 

[AusEire]

Some of you might be interested in my still ongoing exchange with Motley Fool Australia on Twitter over their quite misleading article about the BRN share price sinking on the back of a disappointing quarterly report. In my latest tweet I have said to them:

'If you allow the article to appear in news feeds after circumstances have changed then yes it is misleading as you openly admit. How about some responsible journalism and you take the article down now.'

They keep responding so I keep firing back. I notice one or 2 of you have also challenged them. I think it's well and truly time we did. I'm really tired of their downramping and nonsense.

Was that you who got stuck into them with me and a few others?

 

[Straw]

Couldn't help but be reminded of... other nasty bugs imploding. (edit...hmmm clearly not many alien fans - sry not very charitable of me either)

 

[Slade]

What is this tweet. Could do with my glasses.

More than 1,000 kilometres on a single charge – #MercedesBenz presents the MissionXX with the aim of driving the #VISIONEQXX from Sindelfingen (Germany) to Cassis (France). Did we succeed? Want to see the whole story? Watch the full version on YouTube: http://mb4.me/MissionXX_Episode4

 

[Fact Finder]

When do you expect it to happen FF? 2022 or 2024? A big tech upgrade is going to be implemented by Mercedes in those years. 2022 the Valeo ADAS upgrade and 2024 the full package involving BRN and Nvidia. I was hoping for 2022 but now believe it is too early.

When Valeo had their big live reveal and someone here asked in the live Q&A was AKIDA involved my memory was they were bringing it fully to market in 2023. IMPORTANTLY in answer to other technology involved they said they may have more to say later 2022.

So initially I thought 2023 then Mercedes made clear 2024 as the date all the EQXX advances would be brought to market.

The current announcements by Valeo, Mercedes and Honda have the low speed Level 3 coming to market in a limited release this year in their respective top of the range luxury vehicles. I would expect that there is an opportunity for AKIDA to be involved as they would be using this early low speed release to support the application for permission to engage the full 130 kph release in 2024.

What I have my fingers cross on is an announcement from Valeo before 2024 and hopefully this year accompanying at least the Mercedes S Class release.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[AusEire]

This bloke reckons "that BrainChip's Akida chip is a good fit" and he looks like he knows what he's talking about if you ask me.




StereoSpike: Depth Learning with a Spiking Neural Network - 25 Nov 21

https://arxiv.org/pdf/2109.13751.pdf?fbclid=IwAR3lzPfowTI7OGpuGnlqDDCNu-7pMXW6EKJl7Ev6wCTyhoAZwYDh0NYWIWw

View attachment 5160






View attachment 5159

Does he have a PhD?

 

[HopalongPetrovski]

Does he have a PhD?

Nah, he trumps that with a JasT

 

[Proga]

When Valeo had their big live reveal and someone here asked in the live Q&A was AKIDA involved my memory was they were bringing it fully to market in 2023. IMPORTANTLY in answer to other technology involved they said they may have more to say later 2022.

So initially I thought 2023 then Mercedes made clear 2024 as the date all the EQXX advances would be brought to market.

The current announcements by Valeo, Mercedes and Honda have the low speed Level 3 coming to market in a limited release this year in their respective top of the range luxury vehicles. I would expect that there is an opportunity for AKIDA to be involved as they would be using this early low speed release to support the application for permission to engage the full 130 kph release in 2024.

What I have my fingers cross on is an announcement from Valeo before 2024 and hopefully this year accompanying at least the Mercedes S Class release.

My opinion only DYOR
FF

AKIDA BALLISTA

The more I think about it the more undecided I get. I'll wait and see if there is an announcement and get excited then and in the mean time move on.

 

[BaconLover]

Does he have a PhD?

Which PhD are we talking about here?

 

[Stable Genius]

When Valeo had their big live reveal and someone here asked in the live Q&A was AKIDA involved my memory was they were bringing it fully to market in 2023. IMPORTANTLY in answer to other technology involved they said they may have more to say later 2022.

So initially I thought 2023 then Mercedes made clear 2024 as the date all the EQXX advances would be brought to market.

The current announcements by Valeo, Mercedes and Honda have the low speed Level 3 coming to market in a limited release this year in their respective top of the range luxury vehicles. I would expect that there is an opportunity for AKIDA to be involved as they would be using this early low speed release to support the application for permission to engage the full 130 kph release in 2024.

What I have my fingers cross on is an announcement from Valeo before 2024 and hopefully this year accompanying at least the Mercedes S Class release.

My opinion only DYOR
FF

AKIDA BALLISTA

Exactly my thoughts too FF.

I think you are spot on. The technology has to be proven at 60kph before they can progress to 130. It’s just common sense.

A $20 billion dollar a year company has an agreement with us and we have the only neuromorphic AI chip available. Luckily that technology is revolutionary and integral for autonomous vehicles. How good is that!

My opinon is that Valeo will be our first big source of income. Valeo has set their timeframe and intend to build their 3 Billion Lidars over the next 5 years. It’s going to start happening soon so depending on the agreement with us the money should start rolling in soon!

There’s no way I am selling any of my shares until Nanose is out. Renesas and Megachips, NVISO etc etc and many more products have been released.

The future looks great!