BRN Discussion Ongoing

[HopalongPetrovski]

So where else would we go if not the nasdaq?

Didn't Elon mention something about Mars?

 

[Pom down under]

Stay safe anyone who lives in the vicinity of Alfred and make sure your stock up on essentials supplies as I’ve been through a few in Cairns and learned the hard way

 

[Mccabe84]

So where else would we go if not the nasdaq?

Well a quick google says there's 13 different exchanges in the USA and new one opening up in Texas soon

 

[Pom down under]

All Crapperized FK!

They will all be gone soon enough once the SP starts heading north again hopefully.

 

[Diogenese]

I wish I had your confidence and faith in the company.

You say they would not fk over Australian shareholders, but i think that's exactly what they've been doing for the last few years (using LDA for funding, very little information flow, no significant deals, continually over-promising success and continually rewarding themselves with RSUs just to name a few things).

I'd hazard a bet that some of the non exec folk (chairman and directors) have made more money from Brainchip (salary and RSU's) than a lot of long term shareholders.

As for PVM, he has 150,000,000M shares (which he absolutely deserves as the founder), even at today's $.20 share price, he is still worth $30,000,000 AUD (plus what he has already sold). At his age, with that kind of money, he's set for life. He doesn't need to be too concerned about BRN or it's Australia shareholders.

I desperately want BRN to succeed, but something has to give here.....

Hi jrp,

Have to take issue with your statement that there has been "very little information flow".

Just recently: QV/DoE Cybresecurity/M2, Pico, ESA, FG, micro-Doppler radar, Bascom Hunter 3U VPX SNAP card, finalization of Akida 2 IP, ... the list goes on.

https://investors.brainchip.com/news

Admittedly, there has been little news on the revenue front other than the micro-Doppler contract., but, as I keep saying, I do think the release of the M2 board with QV's CyberNeuro-RT malware detection has a potentially unlimited market. Cybresecurity is an issue for all connected devices. M2 is a spin-off from the QV/DoE cybersecurity SBIR, and, while I haveen't seen the outcome of the DoE SBIR, the production of the M2 card suggests to me that the project has been successful in detecting and blocking malware. QV's Cyberneuro-RT was developed in conjunction with Lockheed and Penn State Uni, so it is possible/likely that Lockheed is quite familiar with Akida.

While there are software cybresecurity products available, near-real time cybresecurity is an unmet need and we have a COTS product to met thaat need.

On the down side, BRN "outplaced" its chip sales department a few years ago, so initial uptake may be slower than we would wish. BRN's marketing department will need to take up the slack in addition to promoting the edge box, edge server, PCIe, Raspberry Pi, ...

 

[Pom down under]

On the down side, BRN "outplaced" its chip sales department a few years ago, so initial uptake may be slower than we would wish. BRN's marketing department will need to take up the slack in addition to promoting the edge box, edge server, PCIe, Raspberry Pi, ...

 

[HopalongPetrovski]

Hi jrp,

Have to take issue with your statement that there has been "very little information flow".

Just recently: QV/DoE Cybresecurity/M2, Pico, ESA, FG, micro-Doppler radar, Bascom Hunter 3U VPX SNAP card, finalization of Akida 2 IP, ... the list goes on.

https://investors.brainchip.com/news

Admittedly, there has been little news on the revenue front other than the micro-Doppler contract., but, as I keep saying, I do think the release of the M2 board with QV's CyberNeuro-RT malware detection has a potentially unlimited market. Cybresecurity is an issue for all connected devices. M2 is a spin-off from the QV/DoE cybersecurity SBIR, and, while I haveen't seen the outcome of the DoE SBIR, the production of the M2 card suggests to me that the project has been successful in detecting and blocking malware. QV's Cyberneuro-RT was developed in conjunction with Lockheed and Penn State Uni, so it is possible/likely that Lockheed is quite familiar with Akida.

While there are software cybresecurity products available, near-real time cybresecurity is an unmet need and we have a COTS product to met thaat need.

On the down side, BRN "outplaced" its chip sales department a few years ago, so initial uptake may be slower than we would wish. BRN's marketing department will need to take up the slack in addition to promoting the edge box, edge server, PCIe, Raspberry Pi, ...

Hi Dio.
Could you please dumb it down a touch for me.
As far as a product goes do you see it as something that will be primarily used by enterprise grade operations such as data centres which would, I assume, have limited numbers, but would also be quite lucratively priced?

Is it likely that a product in a usb raspberry pi form factor that could be relatively cheaply produced in large quantities would be made available for purchase by the likes of me as a commercial personal cybersecurity device I could attach to my laptop/ desk computer?

As you say, I pay an annual subscription for software based security for my systems but would dearly like to supplement/ enhance my protection with something Akida based.
I agree, in that I see that as a potentially huge market for BrainChip to tap.
Indeed, possibly a Company making market.
Or am I just dreaming in this regard.
Thanks in advance.

 

[Cardpro]

"Moving to the US market now is like getting a new pen to get higher score for exams instead of actually studying. It’s a joke"

We don't really have much choice, with the changing dynamics, of the Largest Economy in the World.

Yes, we need more traction going in and that is likely still happening, as we "speak".

We don't need China.

But we do need America.

Approaching penetrating the US markets, with your mentality "now" is like saying..
"Well, you haven't done well there so far, let's see how you do, with one arm tied behind your back"..

Without any revenue, this isn’t about getting a better pen—it’s about learning the alphabet first before blaming the pen.

Sure, a better pen might help, but no one is going to hand them one for free. They need to prove they can actually use it. The reality is, they haven’t even shown us they can write, so why are we talking about writing with one arm tied? If we give them the pen, soon someone will take it away from us once they realise we don't know the alphabet (i.e. IP deals/revenue).

We don’t always get the best conditions. Sometimes, you just have to work with what you have. In this case, they need to land a deal first to tell us that they can write... it's not like we were doing well before Trump...

Imo dyor

 

[jrp173]

Hi jrp,

Have to take issue with your statement that there has been "very little information flow".

Just recently: QV/DoE Cybresecurity/M2, Pico, ESA, FG, micro-Doppler radar, Bascom Hunter 3U VPX SNAP card, finalization of Akida 2 IP, ... the list goes on.

https://investors.brainchip.com/news

Admittedly, there has been little news on the revenue front other than the micro-Doppler contract., but, as I keep saying, I do think the release of the M2 board with QV's CyberNeuro-RT malware detection has a potentially unlimited market. Cybresecurity is an issue for all connected devices. M2 is a spin-off from the QV/DoE cybersecurity SBIR, and, while I haveen't seen the outcome of the DoE SBIR, the production of the M2 card suggests to me that the project has been successful in detecting and blocking malware. QV's Cyberneuro-RT was developed in conjunction with Lockheed and Penn State Uni, so it is possible/likely that Lockheed is quite familiar with Akida.

While there are software cybresecurity products available, near-real time cybresecurity is an unmet need and we have a COTS product to met thaat need.

On the down side, BRN "outplaced" its chip sales department a few years ago, so initial uptake may be slower than we would wish. BRN's marketing department will need to take up the slack in addition to promoting the edge box, edge server, PCIe, Raspberry Pi, ...

Fair point! I should have specifically referenced "ASX Announcements".

 

[Pom down under]

https://gpabad.ac.in/wp-content/uploads/2024/03/Issue-2-technical-magzine_compressed.pdf

 

[HopalongPetrovski]

Anyone recall when the March rebalance of the ASX300 will be released?
I know its announced 2 weeks before the actual rebalance but can't seem to lay my hands on the actual dates atm.

 

[Pom down under]

Anyone recall when the March rebalance of the ASX300 will be released?
I know its announced 2 weeks before the actual rebalance but can't seem to lay my hands on the actual dates atm.

Today I think it will be released

 

[Esq.111]

Afternoon Hop ,

Not certain on the ASX 300 , but ASX200 gets rebalanced on 1st Friday in June , Sep, Dec & Mar @ 5;00 pm after close of trade .

Regards,
Esq.

 

[HopalongPetrovski]

Thanks Fellas.
So, we should have notification around 5pm today with implementation in 2 weeks on 21 March.

 

[Diogenese]

Hi Dio.
Could you please dumb it down a touch for me.
As far as a product goes do you see it as something that will be primarily used by enterprise grade operations such as data centres which would, I assume, have limited numbers, but would also be quite lucratively priced?

Is it likely that a product in a usb raspberry pi form factor that could be relatively cheaply produced in large quantities would be made available for purchase by the likes of me as a commercial personal cybersecurity device I could attach to my laptop/ desk computer?

As you say, I pay an annual subscription for software based security for my systems but would dearly like to supplement/ enhance my protection with something Akida based.
I agree, in that I see that as a potentially huge market for BrainChip to tap.
Indeed, possibly a Company making market.
Or am I just dreaming in this regard.
Thanks in advance.

Hi Hoppy,

Bloody hell! Now you've made me think about the practicalities of adopting M2.

The M2 is a miniature PCB designed to fit into an internal slot on any device equipped with the appropriate slot, so the initial market is limited to devices with a vacant M2 slot.

The M2 literature mentions gateways, ie, your internet connection box, and anything larger such as the edge box. It would also be useful in enterprise servers.

I would like to see a USB version (belt and braces, me, when it comes to cybresecurity), but I suppose their thinking is that any PC/laptop connected to the internet would be via a WiFi gateway. Still, roaming is a problem as you don't know where it's been, so I'd like to see the M2 in any connected device I used. Trojans like key stroke loggers are a particular concern for online banking.

Someone mentioned that USB would be slower than M2, and that may be of concern for gamers, but I don't think it would be such a problem for real people.

Longer term, it is possible that phone makers and PC makers will incorporate M2 into their product design.


I'm not familiar with Raspberry Pi, but their site talks about an M2 Adaptor:
https://www.raspberrypi.com/products/m2-hat-plus/

Raspberry Pi M.2 HAT+​

The Raspberry Pi M.2 HAT+ enables you to connect M.2 peripherals such as NVMe drives and AI accelerators to Raspberry Pi 5’s PCIe 2.0 interface, supporting fast (up to 500 MB/s) data transfer to and from NVMe drives and other PCIe accessories.

Raspberry Pi 5’s single-lane PCI Express 2.0 interface is exposed on a 16-pin, 0.5mm- pitch FPC connector; the M.2 HAT+ M Key is a mechanical adapter board that converts between this connector and a subset of the M.2 standard. It supports devices that have the M.2 M key edge connector, in the 2230 and 2242 form factors. It is capable of supplying up to 3A to connected M.2 devices.

The Raspberry Pi M.2 HAT+ conforms to the Raspberry Pi HAT+ specification and is autodetected by the latest Raspberry Pi software/firmware. It is supplied with a 16mm stacking header and threaded spacers, so it can be fitted to a Raspberry Pi 5 with the Raspberry Pi Active Cooler in place.

 

[7für7]

Have a nice weekend fellas… still counting the days until rich

 

[HopalongPetrovski]

Hi Hoppy,

Bloody hell! Now you've made me think about the practicalities of adopting M2.

The M2 is a miniature PCB designed to fit into an internal slot on any device equipped with the appropriate slot, so the initial market is limited to devices with a vacant M2 slot.

The M2 literature mentions gateways, ie, your internet connection box, and anything larger such as the edge box. It would also be useful in enterprise servers.

I would like to see a USB version (belt and braces, me, when it comes to cybresecurity), but I suppose their thinking is that any PC/laptop connected to the internet would be via a WiFi gateway. Still, roaming is a problem as you don't know where it's been, so I'd like to see the M2 in any connected device I used. Trojans like key stroke loggers are a particular concern for online banking.

Someone mentioned that USB would be slower than M2, and that may be of concern for gamers, but I don't think it would be such a problem for real people.

Longer term, it is possible that phone makers and PC makers will incorporate M2 into their product design.

Thank you very much.
So if I am understanding what you are saying it appears that implementation may be still quite some time off?
So it's not something I could simply plug into a usb port I have on my existing laptop that was built before a certain date?
How long have M2 slots been incorporated in devices like laptops, phones etc?
Sorry, won't ask anymore after this.
Just trying to get a handle on a possible timeframe for implementation and who would be the likely Company's that we would partner with?

 

[Rskiff]

Thank you very much.
So if I am understanding what you are saying it appears that implementation may be still quite some time off?
So it's not something I could simply plug into a usb port I have on my existing laptop that was built before a certain date?
How long have M2 slots been incorporated in devices like laptops, phones etc?
Sorry, won't ask anymore after this.
Just trying to get a handle on a possible timeframe for implementation and who would be the likely Company's that we would partner with?

Next year

 

[Food4 thought]

Apple and Google
All information stays on device
Now that is interesting!!!!!!!!!!

 

[Diogenese]

Thank you very much.
So if I am understanding what you are saying it appears that implementation may be still quite some time off?
So it's not something I could simply plug into a usb port I have on my existing laptop that was built before a certain date?
How long have M2 slots been incorporated in devices like laptops, phones etc?
Sorry, won't ask anymore after this.

Hi Hoppy,

You're asking more than I know, so I phoned a friend:

https://en.wikipedia.org/wiki/M.2
...
Computer bus interfaces provided through the M.2 connector are PCI Express x4 (up to four lanes), Serial ATA 3.0, and USB 3.0 (a single logical port for each of the latter two). It is up to the manufacturer of the M.2 host or module to select which interfaces are to be supported, depending on the desired level of host support and the module type. Different M.2 connector keying notches denote various purposes and capabilities of both the M.2 hosts and modules, and also prevent the M.2 modules from being inserted into incompatible host connectors.[2][3][5]
...
The SATA revision 3.2 specification, in its gold revision as of August 2013, standardizes M.2 as a new format for storage devices and specifies its hardware layout.[2]: 12 [8] Buses exposed through the M.2 connector include PCI Express (PCIe) 3.0 and newer, Serial ATA (SATA) 3.0 and USB 3.0; all these standards are backward compatible.


... so I'd say it's imminent!