BRN Discussion Ongoing

[Fullmoonfever]

Would the report not be posted on their website, has it? I can't find it bit that doesn't mean much. Is anyone able to post the link from their website. Many thanks

Hi Rach.

You mean BRN or Trim?

This is the BRN page as it's under "news".

Press Releases - BrainChip

BrainChip is the worldwide leader in edge AI on-chip processing and learning. The company’s first-to-market neuromorphic processor, AkidaTM, mimics the human brain to analyze only essential sensor inputs at the point of acquisition, processing data with unparalleled efficiency, precision, and...

investors.brainchip.com

 

[Rach2512]

#automate2025 #machinevision #automation #industrialautomation #robotics | LUCID Vision Labs, Inc.

It's Day 2 at the Automate Show in Detroit! Stop by the LUCID booth to see demos of our Helios2 3D ToF industrial cameras, as well as our award-winning Triton2 EVS Event-Based vision camera and Triton10 - 10GigE camera with RDMA. Booth 4844! #Automate2025 #machinevision #automation...

www.linkedin.com

Mentions TOF and Event Based Vision camera and has a comment from Prophesee.

 

[Drewski]

will they will need to pay an ARM and a leg for us. After all we integrate perfectly with them. So makes sense to me. Softbank did something right by floating ARM. So it may be a race between Nvidia now and ARM to make a fair bid for us. As I said got to be at least and ARM and a leg, we are a full body inc the dodgy knees.

If an arm and a leg is expensive, my question is how much is a brain worth?

BILLIONS!!

 

[TheDon]

If an arm and a leg is expensive, my question is how much is a brain worth?

BILLIONS!!

Alert! Downramper! It's Trillions not Billions.

TheDon

 

[Fullmoonfever]

Wonder if Sandi will bring up the Grain GR801 Akida RISC-V development.

The 50th anniversary of ESA, 2025 in Florence | Gaisler

www.gaisler.com

The 50th anniversary of ESA Basic R&D activities event will be held in Florence, Italy from Tuesday 20th May to Thursday 22nd May 2025.

This celebration will highlight the significant achievements and contributions of ESA’s research and development efforts over the past five decades. The event will feature panels with top management from ESA and the Italian Space Agency (ASI), as well as panels with mission project managers and other experts. This gathering will provide a unique opportunity to discuss future investments in basic research and development activities, as well as the General Support Technology Programme (GSTP).

Sandi Habinc, the General Manager of Frontgrade Gaisler, will speak during the session "The role of ESA technology programmes for industrial innovation competitiveness", to be held on Wednesday, May 21st, 2025 at 2:45 PM - 3:45 PM.
For more information, please visit: https://esa50innovation.eu/

 

[Pom down under]

Alert! Downramper! It's Trillions not Billions.

TheDon

Alert Downramper! Its zillions not trillions

ThePom

 

[Jumpchooks]

View attachment 84484

Get a grip people.
Some mob of self appointed experts has put out a report forecasting possible futures.
Remember a year or so ago, when that shorter mob put out theirs, citing all the red flags?
Remember how the shills and manipulators over on the crapper seized upon it and gleefully used it to sow Fear Uncertainty Doubt?
Same game, different alias's who are now colonising here as well.
Buy Sell Hold. These are our options at any given point in time.
All the wanna be catastrophising and doom calling is either intended manipulation or else just standard trolling.
Don't get sucked into their game.

That movie is on my "I'm too scared to watch it list"

 

[Humble Genius]

Well thanks to Mercedes, those that got caught up in that whirlwind won't be overly excited. I say at least $2ish and then Brainchip board can sleep a bit better at night. But time will tell I guess. I know PVDM will want the best for ALL shareholders involved and well maybe just maybe Sean will too. I went back over a couple of videos with Steve Brightfield at CES and Sean with that funny Tech X guy and if anyone hasn't seen them worth a look. The positivity in these guys in these 2 videos is real. so let's go brn. The truth lies in its promise, now where did i hear that before

Happy Thurs fellow brners

"I know PVDM will want the best for ALL shareholders involved and well maybe just maybe Sean will too. "

How do you know this?

IMO, I don't think he or anyone else at BRN are concerned with the best for Shareholders. In his case, a buyout at $1 will be enough and equivalent to allowing 160 people to retire. In Sean's case, not as much, but enought to not have a care in the world, let alone work as a CEO for any other company.

I'd say the share price will do what it has to do, if I was making money from salary and bonuses working at BRN, but unfortunately I'm one of the many funding them.
Fortunately, or unfortunately in this world, people do whats best for themselves first and foremost before considering anyone else. Sean and Antonio fit this agenda, and as Peter said in the AGM, Sean has his full support.

You all make up your own minds on whats happening. As a shareholder for more than 10 years, I for one am very disappointed with the state of affairs.
(...and I hope I am wrong)

 

[manny100]

"I know PVDM will want the best for ALL shareholders involved and well maybe just maybe Sean will too. "

How do you know this?

IMO, I don't think he or anyone else at BRN are concerned with the best for Shareholders. In his case, a buyout at $1 will be enough and equivalent to allowing 160 people to retire. In Sean's case, not as much, but enought to not have a care in the world, let alone work as a CEO for any other company.

I'd say the share price will do what it has to do, if I was making money from salary and bonuses working at BRN, but unfortunately I'm one of the many funding them.
Fortunately, or unfortunately in this world, people do whats best for themselves first and foremost before considering anyone else. Sean and Antonio fit this agenda, and as Peter said in the AGM, Sean has his full support.

You all make up your own minds on whats happening. I for one are very disappointed with the state of affairs.

May be based on the old premise that the one sure thing in investing is that BOD's look after themselves (money, power, prestige and reputation).
On that theory if they do well so do we.
A BOD's primary duty is to the entity which should align with the longer-term interest of holders. This is despite some of many holders being unhappy with short term noise.
Conversely if they do not want the best for holders it implies we are all stuffed including the BOD (for us financially, loss of power and reputation at home etc).

 

[Humble Genius]

May be based on the old premise that the one sure thing in investing is that BOD's look after themselves (money, power, prestige and reputation).
On that theory if they do well so do we.
A BOD's primary duty is to the entity which should align with the longer-term interest of holders. This is despite some of many holders being unhappy with short term noise.
Conversely if they do not want the best for holders it implies we are all stuffed including the BOD (for us financially, loss of power and reputation at home etc).

Are they upholding their primary duty?

 

[Guzzi62]

Are they upholding their primary duty?

AI:
A company's Board of Directors (BOD) has a primary duty to ensure the company's success and prosperity by effectively directing its affairs, while also meeting the interests of shareholders and other stakeholders. This involves strategic planning, oversight, and ensuring compliance with legal and ethical standards.

I will assume they are well aware of this and try their best!

I doubt very much the outcome would have been different with another BOD.

They okayed Sean's 5-year plan and I think we are on the right path and will give them benefit of doubt until the next AGM.

 

[manny100]

Are they upholding their primary duty?

That is for holders to decide when they vote at AGMs'. So far they have had support.
They have a 5 year plan in place and they should not let short term noise get in the way.
No doubt they review the plan on a regular basis.

 

[Rach2512]

Eric Schmidt warns of AI's energy demand | Chris Tottman posted on the topic | LinkedIn

Eric Schmidt just issued a stark warning to Congress: Superintelligent AI could eventually consume 99% of the world’s electricity. Yes, 99 percent. Speaking to the House Energy & Commerce Committee, the former Google CEO projected that AI’s energy demand could surge from around 3% today to...

www.linkedin.com

 

[Kingkong2015]

Looks like Brainchip is now with Meta, I’ve always thought the Meta Quest should have Brainchip Akida built in. It’s a perfect fit. Akida’s neuromorphic, event-based architecture excels at ultra-low power edge processing, which is exactly what devices like the Meta Quest need. By offloading tasks like eyeball tracking, gesture recognition, and facial emotion detection to Akida, the headset could achieve faster response times, lower power consumption, and greater privacy by keeping AI inference on-device. This would enable more natural interactions, better immersive experiences, and extended battery life—without relying on cloud processing or bulky compute resources.

above is Meta's interview with Yann Lecun where he mentions his coleagues are very interested in neuromorphic processes / spiking neural networks because of their ability to constantly process inference without draining a battery

 

[White Horse]

@White Horse, my concern is that this report has been commission by BrainChip. BrainChip provided the information to Trim, and BrainChip signed off AND published the findings.

If BrainChip though the report was a crock of shite, why would they have published it publicly?

They own the report and did not have to publish it... so I'm at a loss as to what is happening here...

Hi jpr173,
Very good question.!
Firstly because the report is based on fiction. They really are basing a lot of what is written on presumptions that really have no merit.
And we as shareholders are only to aware, that there is a lack of transparency from our management, for what ever reason. And if management have told them information that we are not privy to, then we really have some problems.
Lets go back to the quarterly. This document was apparently approved by the BOD. Not any particular individual. Does this explain Antonio's Faux Pas at the AGM. Did he ever read the document.? Because to use the vernacular he was swearing black and blue, that he was correct about the domiciling.
As Diogenese and FMF have discussed, their are a lot areas that really don't add up under scrutiny.
And to use ARM as a yardstick of sorts, for our possible future value, is more than fanciful, for something that is supposed to be a professional examination of our prospects.
Who in management was responsible for wasting our money.?

I am placing my hopes for this company, with the likes of Jonathon Tapson, Anthony Lewis and Steve Brightfield and others to carry us through.

​

 

[JoMo68]

https://www.linkedin.com/in/sandra-mikich?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

View attachment 84479 View attachment 84480

A new colleague for you Jessie!

 

[Fullmoonfever]

As @Frangipani first posted a little while ago, we will be attending the Andes RISC-V Con in Hsinchu in June as well as the one in California.

Obviously they're headquartered in Hsinchu but another Hsinchu headquartered company may be open to looking at Akida too.

MARC or...MediaTek Advanced Research Centre has just made a call early April for input of research submissions & proposals for various topics / needs.

There are some references to NPUs such as Edge Ai below but as we know this acronym can mean some diff things and not necessarily neuromorphic.

The Edge AI

"We encourage proposals that integrate scalable machine learning cores with energy-efficient hardware architectures, extending to advanced NPU system designs integrated with CPUs, GPUs, MCUs, memories, and more."

However, there is one topic that specifically identifies Neuromorphic, being 6G Communications - UE Architecture.

I've snipped some bits to highlight the above and the direct reference to Brainchip Akida web link in the Appendix for 6G UE Architecture as a potential option I presume.

Full paper HERE

 

[Bravo]

Tata Elxsi join Hands with Mercedes-Benz for SDV Development​

Mercedes-Benz has been setting benchmarks in automotive excellence for nearly 140 years and continues to advance the industry by pioneering developments in software-defined vehicles.​

14 May 2025 11:22 IST

Manoj Raghavan, MD and CEO, Tata Elxsi
Listen to this article
0.75x1x1.5x
00:00 / 00:00
Tata Elxsi, a global leader in design and technology services, has today announced that it has been selected by Mercedes-Benz Research and Development India for Vehicle Software Engineering and Software Defined Vehicles (SDV) development.

Mercedes-Benz has been setting benchmarks in automotive excellence for nearly 140 years and continues to advance the industry by pioneering developments in software-defined vehicles. The company's integrated software architecture is designed to enhance vehicle capabilities, create intuitive interfaces, and optimize performance, elevating the user experience and evolving with changing driver needs.
Tata Elxsi is working with leading OEMs across the world to develop SDV platforms, accelerating the speed of innovation and software scalability across vehicle models and platforms, at lowered costs and shared accountability. It brings together domain experience across autonomous, electric, connected vehicle technologies, AI and software-defined vehicles (SDV), supported by state-of-the-art labs and Mobility Innovation Centres and a portfolio of solutions including the AVENIR SDV suite and AUTONOMAI ADAS suite.

Manoj Raghavan, MD and CEO, Tata Elxsi, said, “This collaboration underscores our deep domain expertise and capabilities in Automotive Software and Digital, including Software Defined Vehicles, and provides us with a unique opportunity to contribute to the Mercedes-Benz vision of building the world's most desirable cars. We have been partnering with MBRDI for over a decade now, and this collaboration marks a milestone moment and sets the stage for further scaling and deepening our relationship.”

Tata Elxsi join Hands with Mercedes-Benz for SDV Development

Mercedes-Benz has been setting benchmarks in automotive excellence for nearly 140 years and continues to advance the industry by pioneering developments in software-defined vehicles. Sectors

smestreet.in

 

[Mea culpa]

A new colleague for you Jessie!

A little mischievous JM, but on point!

 

[jrp173]

Hi jpr173,
Very good question.!
Firstly because the report is based on fiction. They really are basing a lot of what is written on presumptions that really have no merit.
And we as shareholders are only to aware, that there is a lack of transparency from our management, for what ever reason. And if management have told them information that we are not privy to, then we really have some problems.
Lets go back to the quarterly. This document was apparently approved by the BOD. Not any particular individual. Does this explain Antonio's Faux Pas at the AGM. Did he ever read the document.? Because to use the vernacular he was swearing black and blue, that he was correct about the domiciling.
As Diogenese and FMF have discussed, their are a lot areas that really don't add up under scrutiny.
And to use ARM as a yardstick of sorts, for our possible future value, is more than fanciful, for something that is supposed to be a professional examination of our prospects.
Who in management was responsible for wasting our money.?

I am placing my hopes for this company, with the likes of Jonathon Tapson, Anthony Lewis and Steve Brightfield and others to carry us through.

​

@White Horse, thanks for taking the time to reply, and sharing your thoughts.

I agreee with your comments on Tapson etc, and I thought the road map was great, and was the kind of details that we shareholders have been screaming out for.

But as for the Trim Report being based on fiction, I personally don't believe that at all. They could not possibly have pulled all of these figures out of the air. They had to have been provided by BrainChip, who commissioned the report. No advisory group/research company is going to make a public statement if they have not been provided with sufficient information from the company in order for them to make assumptions about the company. Why would this risk legal issues with BrainChip and put their company reputation on the line for nothing? It has to be based on facts provided by BRN.

And still the question, why would BrainChip release this report on their website and all of their socials if this was just fiction?

The potential redomicile announcement, the arrogance at the AGM and now this report....... I'm going out on a limb here, but I wouldn't be surprised if there is a takeover on the cards....

I just hope we all get to share in whatever success is going to look like for BrainChip.

Any thoughts on BRN being a potential takeover target?