BRN Discussion Ongoing

Chris B

Regular
"Thomas Chang" is he not THE best interviewer Ever!!! Sounds like a real character and great interview with the boss man
 
  • Like
  • Haha
  • Fire
Reactions: 9 users

Bravo

If ARM was an arm, BRN would be its biceps💪!
Report suggests BAE's February 2024 acquisition of Ball Aerospace will help position it for a role in the US Iron Dome defense system.

Intriguingly, Ball Aerospace have an established partnership with the AFRL collaborating on various research and development projects. In 2021, Ball Aerospace, in collaboration with Booz Allen Hamilton, secured a contract under AFRL's Trusted and Elastic Military Platforms and Electronic Warfare System Technologies (TEMPEST) program. This initiative focuses on developing cybersecurity tools to bolster the resilience of Air Force weapon systems against cyberattacks.

As per @manny100's post yesterday when he said regarding the recent podcast with Sean, "when talking about the about the US AFRL contract and the unnamed defence contractor BRN is working closely with, he made it clear that this creates other opportunities for BRN".

I wonder if other opportunities or application use cases that the AFRL are looking into might be cybersecurity related?

cat-funny-cat.gif




Screenshot 2025-02-20 at 1.10.47 pm.png





LinkedIn post 1 month ago...

Screenshot 2025-02-20 at 1.11.20 pm.png




And then, there's also this...

Screenshot 2025-02-20 at 1.35.35 pm.png

 
Last edited:
  • Like
  • Love
  • Fire
Reactions: 38 users

Diogenese

Top 20
Report suggests BAE's February 2024 acquisition of Ball Aerospace will help position it for a role in the US Iron Dome defense system.

Intriguingly, Ball Aerospace have an established partnership with the AFRL collaborating on various research and development projects. In 2021, Ball Aerospace, in collaboration with Booz Allen Hamilton, secured a contract under AFRL's Trusted and Elastic Military Platforms and Electronic Warfare System Technologies (TEMPEST) program. This initiative focuses on developing cybersecurity tools to bolster the resilience of Air Force weapon systems against cyberattacks.

As per @manny100's post yesterday when he said regarding the recent podcast with Sean, "when talking about the about the US AFRL contract and the unnamed defence contractor BRN is working closely with, he made it clear that this creates other opportunities for BRN".

I wonder if other opportunities or application use cases that the AFRL are looking into might be cybersecurity related?

View attachment 77816



View attachment 77819




LinkedIn post 1 month ago...

View attachment 77817



And then, there's also this...

View attachment 77821
Hi Bravo,

Rob Whyte's reference to hybrid architecture could encompass Qualcomm's hybrid architecture where AI loads are shared between CPU, GPU, and NPU depnding on the type of load.

https://www.qualcomm.com/content/da...I-with-an-NPU-and-heterogeneous-computing.pdf

As previously mentioned, most generative AI use cases can be categorized into on-demand, sustained, or pervasive. For on-demand applications, latency is the KPI since users do not want to wait. When these applications use small models, the CPU is usually the right choice. When models get bigger (e.g., billions of parameters), the GPU and NPU tend to be more appropriate. For sustained and pervasive use cases, in which battery life is vital and power efficiency is the critical factor, the NPU is the best option.


What this suggests to me is that Qualcomm do not have the confidence that Hexagon can handle all use cases competently.

A rider on that is that TL mentioned that Akida is moving to 16 bit, which indicates higher precision is required for some use cases - so it's coming down to a real arm wrestle.

I wonder what applications could require such precision.

I doubt it's cybersecurity because of the limited vocabulary and syntax.

Could it be for AFRL micro-doppler radar? In MDR, you are looking for very small variations in the frequency of the reflected radar signal.

https://www.aumanufacturing.com.au/brainchips-human-like-ai-wins-it-us-air-force-radar-contract 20241210

The AFRL MDR article mentions TENNs, which can be implemented as an algorithm, but we have been told that Akida and TENNs are better together.

Late edition:
On the other hand, $1.8M is pretty mingy for developing a 16-bit version of Akida.
 
Last edited:
  • Like
  • Fire
  • Love
Reactions: 25 users

manny100

Regular
Hi Bravo,

Rob Whyte's reference to hybrid architecture could encompass Qualcomm's hybrid architecture where AI loads are shared between CPU, GPU, and NPU depnding on the type of load.

https://www.qualcomm.com/content/da...I-with-an-NPU-and-heterogeneous-computing.pdf

As previously mentioned, most generative AI use cases can be categorized into on-demand, sustained, or pervasive. For on-demand applications, latency is the KPI since users do not want to wait. When these applications use small models, the CPU is usually the right choice. When models get bigger (e.g., billions of parameters), the GPU and NPU tend to be more appropriate. For sustained and pervasive use cases, in which battery life is vital and power efficiency is the critical factor, the NPU is the best option.


What this suggests to me is that Qualcomm do not have the confidence that Hexagon can handle all use cases competently.

A rider on that is that TL mentioned that Akida is moving to 16 bit, which indicates higher precision is required for some use cases - so it's coming down to a real arm wrestle.

I wonder what applications could require such precision.

I doubt it's cybersecurity because of the limited vocabulary and syntax.

Could it be for AFRL micro-doppler radar? In MDR, you are looking for very small variations in the frequency of the reflected radar signal.

https://www.aumanufacturing.com.au/brainchips-human-like-ai-wins-it-us-air-force-radar-contract 20241210

The AFRL MDR article mentions TENNs, which can be implemented as an algorithm, but we have been told that Akida and TENNs are better together.

Late edition:
On the other hand, $1.8M is pretty mingy for developing a 16-bit version of Akida.
Sean in the podcast said the US AFRL was about TENNs. No mention of AKIDA.
Bascom as we know for the Navy is AKIDA1000 and now for other Bascom/Navy products the 1500 and no mention of TENNs.
Not sure why the US AFRL is not going with AKIDA as well????
 
  • Like
Reactions: 4 users

The Pope

Regular
  • Like
  • Thinking
  • Haha
Reactions: 7 users
I reckon you would really enjoy this interview, ( if you haven't already seen it )
Palmer Luckey ( Anduril founder ) 32 years old.
Just took over $22 Billion IVAS contract from Microsoft 4 days ago.
Started Occulus when he was 19.
After watching this, I'm just praying that he's aware of BrainChip
Would be nice to have this bloke on side.


Thanks for sharing Taproot, I just got around to watching this over the last couple of days..

This guy is a visionary and really is a Real Life "Tony Stark" (although he still needs to work on the look a bit..)

Screenshot_20250220-214814_Gallery.jpg


Anduril, is going to be a defence contractor to watch and he is definitely open to working with "the little guy" knowing his views on his opportunities as a teenager.

He would have to be aware of us, but if he hasn't "played" with our tech specifically, I would want us to be sending him some chips etc..

AKIDA and TENNs, would definitely help him achieve and improve the things he is up to and I think his Company, will be a Big Player in the Future.

 
Last edited:
  • Like
  • Fire
  • Love
Reactions: 8 users

Bravo

If ARM was an arm, BRN would be its biceps💪!
  • Like
  • Love
Reactions: 16 users

Diogenese

Top 20
Sounds promising!
  • Build and maintain strong relationships with key SOC customers, understanding their needs and providing tailored IP solution
Footware already?

I prefer the thong and sock look myself, but in the cold weather I go for budgie smugglers.
 
  • Haha
Reactions: 9 users

yogi

Regular
@Diogenese @uiux you guys might be able to help us understand on below which was posted on LinkedIn as one of the guy coment on BrB and the answer below got me confused.


Peter Sillan you bring up good points, and highlight the key gap to realizing this groundswell : a lack of available, usable, interoperable hashtag#neuromorphic Silicon

But are you sure BrainChip is neuromorphic? To date only their marketing material says so. In disclosures at NICE, ICONS last year their CTO opened the kimono a little, and conceded that they’re really just an Event-based General Matrix Engine (ie more CNN than SNN) pipeline - although not sure if he still has CTO role, he was a new hire trying to be more transparent.

To be clear : event-based is a forward step, but maybe one of the smallest pieces of the key Neuromorphic advances, but the published brainchip patents only show changes that are more incremental, than revolutionary. And even for that, they’ve had to “roll their own” TENN. So it’s clearly an uphill battle to do just this, as a one-off chip maker, solo solution.

But if intellectually honest, just event-based but still systolic array fmac engine, is not a big differentiation from today’s GPU/TPU/AI chip arch.

An independent view of the landscape I would refer you to Catherine Schuman’s excellent paper
 
  • Wow
  • Like
  • Sad
Reactions: 10 users

Frangipani

Regular
  • Like
  • Fire
Reactions: 15 users

JoMo68

Regular
@Diogenese @uiux you guys might be able to help us understand on below which was posted on LinkedIn as one of the guy coment on BrB and the answer below got me confused.


Peter Sillan you bring up good points, and highlight the key gap to realizing this groundswell : a lack of available, usable, interoperable hashtag#neuromorphic Silicon

But are you sure BrainChip is neuromorphic? To date only their marketing material says so. In disclosures at NICE, ICONS last year their CTO opened the kimono a little, and conceded that they’re really just an Event-based General Matrix Engine (ie more CNN than SNN) pipeline - although not sure if he still has CTO role, he was a new hire trying to be more transparent.

To be clear : event-based is a forward step, but maybe one of the smallest pieces of the key Neuromorphic advances, but the published brainchip patents only show changes that are more incremental, than revolutionary. And even for that, they’ve had to “roll their own” TENN. So it’s clearly an uphill battle to do just this, as a one-off chip maker, solo solution.

But if intellectually honest, just event-based but still systolic array fmac engine, is not a big differentiation from today’s GPU/TPU/AI chip arch.

An independent view of the landscape I would refer you to Catherine Schuman’s excellent paper
That guy again… He had a crack at BrainChip a few months on LinkedIn. Same thing - querying whether we were neuromorphic and implying we were shysters. Tony Lewis replied from memory. Tony needs to contact him and put him straight. This guy could be doing a lot of damage if he his circulating doubt and mistruths.
 
  • Like
  • Fire
  • Love
Reactions: 24 users
I have Cut and pasted the above and … sent to Tony today
 
  • Like
  • Fire
  • Love
Reactions: 12 users
  • Like
  • Love
  • Fire
Reactions: 27 users

charles2

Regular


View attachment 77841
View attachment 77842
View attachment 77843
Perhaps a weakness as I can be overly impressed by academic accolades but graduating in the top 5% at Williams College is no humdrum accomplishment as Williams is the highest ranked small college in the US....although those from Amherst might disagree.

I considered applying there but quickly realized my folly.

The bottom 5% was already spoken for.
 
Last edited:
  • Like
  • Wow
  • Fire
Reactions: 12 users

Mccabe84

Regular
Screenshot_20250221_102536_Samsung Internet.jpg

Increase in Shorts. Possibly due to knowing the 20 million share deal with LDA..
 
  • Like
  • Fire
  • Thinking
Reactions: 8 users

Esq.111

Fascinatingly Intuitive.
Good Morning Chippers ,

Going to go out on a limb here , going with a SOLID GREEN close today.

A , volume building on Buy side again,

B , As of last Friday 14th , BRN short position is rising , stood at 71,859,259 shares shorted or 3.65%. , according to ShortMan.com

& C , Very much looking forward to extracting this from our ass. Believe this is an apt depiction of a shorter plying its trade on our stock , deeply lodged with no idea .

The Epic History of the Wall Street Bull — Piccola New Yorker Special Trips


Regards,
Esq.
 
  • Like
  • Haha
  • Love
Reactions: 30 users

Mccabe84

Regular
After some quick calculations Vanguard owns over 44 millions shares in BRN
 

Attachments

  • Screenshot_20250221_104404_Chrome.jpg
    Screenshot_20250221_104404_Chrome.jpg
    194 KB · Views: 98
  • Like
  • Wow
Reactions: 10 users

Esq.111

Fascinatingly Intuitive.
HERE WE GO LADIES & GENTILMEN

BOOOOM
65,200+ Macaw Stock Photos, Pictures ...
 
  • Like
  • Haha
  • Thinking
Reactions: 14 users
HERE WE GO LADIES & GENTILMEN

BOOOOM
65,200+ Macaw Stock Photos, Pictures ...
Are you Arielstar in disguise

1740100189003.gif
 
Last edited:
  • Haha
  • Like
Reactions: 9 users
Top Bottom