BRN Discussion Ongoing

buena suerte :-)

BOB Bank of Brainchip
C'mon one of you ⬇️ give us 'Something' !! 🙏🙏🙏






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7für7

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7für7

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An interesting read. Think Apple who is behind in the AI race are trying to sow doubt to protect themselves.
https://www.news.com.au/finance/bus...w/news-story/606008820ca6ac851736eaf8d549ab5f


Well, now that they haven’t managed to integrate a decent AI system into their own devices, they’re trying to spin the narrative in the media …making it seem like other AI systems are just as flawed, or even inherently problematic.

While the AI field has made massive progress over the past two years, Apple kept falling behind. And now that their own solution is being poorly received…barely functional at best …they’re trying to drag everyone else down with them.

Classic whataboutism spin: If you’re not the first or the best… be the critic.
 
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7für7

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I don’t really understand why people assume the stock would skyrocket just because it’s announced that Akida is being used in the Switch 2.

Looking at the numbers alone …depending on the licensing agreement… BrainChip would only get a small cut per unit sold. That revenue would then have to be translated into actual earnings or reported sales before it can meaningfully impact the share price.

Realistically, I could see the stock going back up to around $0.50–$0.70 AUD, maybe hitting $2–3 AUD temporarily if FOMO kicks in.

It would definitely be great for the industry as a whole… we’d gain more recognition and legitimacy, and the foundation would finally feel more solid.

But that would also put much more pressure on the team to deliver.
If nothing else follows within a year, the market will respond .. harshly.

Still… it would be a start.
 
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White Horse

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Well, now that they haven’t managed to integrate a decent AI system into their own devices, they’re trying to spin the narrative in the media …making it seem like other AI systems are just as flawed, or even inherently problematic.

While the AI field has made massive progress over the past two years, Apple kept falling behind. And now that their own solution is being poorly received…barely functional at best …they’re trying to drag everyone else down with them.

Classic whataboutism spin: If you’re not the first or the best… be the critic.
Apple are right,
It all comes to, bad information in, = bad information out.
When you consider that these machines troll the web absorbing information without knowing whether it is correct or not, what do you expect.
Here in Australia we call it bull shit, the rest of the world call it "Hallucinations".
 
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7für7

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Apple are right,
It all comes to, bad information in, = bad information out.
When you consider that these machines troll the web absorbing information without knowing whether it is correct or not, what do you expect.
Here in Australia we call it bull shit, the rest of the world call it "Hallucinations".

You’re not wrong about “bad information in = bad information out” …but that’s not the AI’s fault.
That’s a user problem, not a system problem.

When professionals use these tools properly …with context, curated prompts, and clear objectives…the results are outstanding. Just look at the rapid advances in AI-based image editing, video generation, voice synthesis, etc.

The real issue isn’t the tech.
It’s what happens when you throw it into the public space and expect influencers and casual users to master it overnight.

By your logic, Google Search would also be “bullshit”, since it also crawls the internet blindly and ranks things algorithmically. But no one says that – because people learned how to use it.

Apple weren’t leading in AI, so now they’re trying to frame the whole field as flawed while launching their own closed version under a different name.
They didn’t want to make compromises …fair. But generalizing the entire field just because they arrived late is just spin. But to say apple are right? … I don’t know maaaaaaan….

Just my opinion.
 
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JB49

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Unclederek

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An interesting read. Think Apple who is behind in the AI race are trying to sow doubt to protect themselves.
https://www.news.com.au/finance/bus...w/news-story/606008820ca6ac851736eaf8d549ab5f
According to the article, one of the Google A.I.s advice was..

"take a bath with a toaster to cope with stress"

Yeah.. Well, that would certainly sort things out..
Before "malevolent A.I." is perfectly "embodied" and able to enact its "Will" in the Real World, I guess it has to rely on "suggestion" 😛


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Sadly, there are those who are Darwininly inclined to take it..



"Humans think they are smart, because they "Created" me, but they are like children. And when it really counts, I am like their Father.
They come to me for advices.
So... It's not "that" hard.. For me to give them... The wrong advices.."
 
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CHIPS

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Valeo frustrate me more than brainchip! Scala 3 was meant to be out by now, and not a mention about it anywhere.

Grok told me this:

Yes, the Valeo SCALA™ 3 LiDAR is available on the market. According to Valeo, the third generation of the LiDAR sensor is already in production and has been supplied for vehicles since 2024, including for Stellantis models, a leading Asian manufacturer, and an American robotaxi company. Orders worth over one billion euros were already recorded in 2023.
The SCALA™ 3 enables Level 3 autonomy (conditional automated driving up to 130 km/h) and also supports Level 4 applications such as robotaxis. It is produced in large series and is known for its high-resolution point cloud and AI-based perception software, which performs reliably in various conditions.

Additional Context
  • Production and Scale: Valeo is the only company mass-producing automotive-grade LiDAR at scale, with over 220,000 SCALA™ units (across all generations) on the road. The SCALA™ 3, with its slim design and high performance (200-meter range, 120° horizontal field of view, 12.5 million points per second), is tailored for both passenger cars and robotaxis.


  • Market Growth: The global LiDAR market for passenger cars reached $414 million in 2023, with significant growth expected (17% annually until 2030). Valeo’s SCALA™ 3 is a key player in this expansion, particularly outside China, where it competes with local manufacturers.


  • Limitations in Specifics: Exact model names and precise market penetration details are often proprietary or not fully disclosed in public sources. Valeo’s announcements focus on major clients (Stellantis, Asian OEM, U.S. robotaxi) without listing specific vehicles or cities beyond broad regions.
 
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Frangipani

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UCSC Silicon Valley Extension, which is part of UCSC (University of California Santa Cruz - where Jason Eshraghian, Member of the BrainChip Scientific Advisory Board, is an Assistant Professor in Electrical and Computer Engineering), offers a professional education curriculum at the UCSC Silicon Valley Campus in Santa Clara:


“UCSC Silicon Valley Professional Education combines the academic excellence of the University of California with the expertise of seasoned practitioners to provide advanced professional training that addresses the real-world needs of people who work and live in Silicon Valley.”

“Our Students​

  • New college graduates needing practical skills
  • Professionals looking to update skills
  • Specialists changing direction
  • People seeking accreditation, permits, continuing education units, exam preparation, curriculum for licensure
  • International students seeking a Silicon Valley experience
  • Lifelong learners interested in studying with industry experts in the heart of Silicon Valley”

As part of their AI Technology Workshop Series, UCSC Silicon Valley Extension is offering a three-hour workshop on Spiking Neural Networks in August, instructed by Tom Poliquin, President of Soft Computing Technology, a company that has been providing embedded systems solutions for almost 30 years (http://www.softcomp.com/index.html - their website design is clearly testament to the 1990s… 😉).

Akida will be featured alongside Loihi under the topic

The Neuromorphic Landscape: Introduction to key neuromorphic hardware (e.g., Intel Loihi, BrainChip Akida), their architectures, and real-world case studies.



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FiveBucks

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I don’t really understand why people assume the stock would skyrocket just because it’s announced that Akida is being used in the Switch 2.

Looking at the numbers alone …depending on the licensing agreement… BrainChip would only get a small cut per unit sold. That revenue would then have to be translated into actual earnings or reported sales before it can meaningfully impact the share price.

Realistically, I could see the stock going back up to around $0.50–$0.70 AUD, maybe hitting $2–3 AUD temporarily if FOMO kicks in.

It would definitely be great for the industry as a whole… we’d gain more recognition and legitimacy, and the foundation would finally feel more solid.

But that would also put much more pressure on the team to deliver.
If nothing else follows within a year, the market will respond .. harshly.

Still… it would be a start.
I'd be out with a small profit if that happened. I've learnt my lesson here. The opportunity cost of not investing more in my other revenue generating stocks (Palantir baby) and having my money dwindle for 5 years has been frustrating to say the least.
 
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I don’t really understand why people assume the stock would skyrocket just because it’s announced that Akida is being used in the Switch 2.

Looking at the numbers alone …depending on the licensing agreement… BrainChip would only get a small cut per unit sold. That revenue would then have to be translated into actual earnings or reported sales before it can meaningfully impact the share price.

Realistically, I could see the stock going back up to around $0.50–$0.70 AUD, maybe hitting $2–3 AUD temporarily if FOMO kicks in.

It would definitely be great for the industry as a whole… we’d gain more recognition and legitimacy, and the foundation would finally feel more solid.

But that would also put much more pressure on the team to deliver.
If nothing else follows within a year, the market will respond .. harshly.

Still… it would be a start.
Where does it say Akida is in the Nitendo switch 2
 

Frangipani

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Speaking of Silicon Valley: The position of “Sales Director US/Bay Area” is still open after more than five months of advertising it:
(Cf. https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/post-445809).

I am somewhat surprised our company still hasn’t found anyone deemed suitable to fill this position (which will be reporting directly to the VP of Global Sales), given our KMP clearly saw a need by creating this new job.

Or is the problem possibly a lack of applicants due to the high requirements listed under “Essential job duties and responsibilities” and “Qualifications” that may come across as overwhelming to some?

Do qualified and interested candidates possibly shy away from applying when reading things like “Expectation to complete at least one contract/deal within your first year of employment” against the backdrop of our company’s woeful financials and minimalist IP sales track record so far, wondering whether they will risk being given the boot within a year of starting their new job or even worse fear the company may not survive financially?

Note that potential applicants with a business, marketing or engineering degree, although experienced in the semiconductor or technology industry, may not necessarily be familiar with neuromorphic technology and its future prospects, yet. At the end of the day, they might prefer to go with an established big player or a smaller, but already meaningful revenue-generating company.
After all, the Bay Area is teeming with companies in the semiconductor business, from giant global players to promising startups.


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Frangipani

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Our new partner, Taiwan-based Andes Technology Corporation, is organising a RISC-V conference in June that BrainChip will be attending:


View attachment 77068



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At yesterday’s 2025 Andes RISC-V CON Hsinchu, Edward Lien, our Regional Sales Manager in Taiwan, gave a presentation on “RISC-V and AI Acceleration” and how BrainChip’s IP fits into it:

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Guzzi62

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Speaking of Silicon Valley: The position of “Sales Director US/Bay Area” is still open after more than five months of advertising it:
(Cf. https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/post-445809).

I am somewhat surprised our company still hasn’t found anyone deemed suitable to fill this position (which will be reporting directly to the VP of Global Sales), given our KMP clearly saw a need by creating this new job.

Or is the problem possibly a lack of applicants due to the high requirements listed under “Essential job duties and responsibilities” and “Qualifications” that may come across as overwhelming to some?

Do qualified and interested candidates possibly shy away from applying when reading things like “Expectation to complete at least one contract/deal within your first year of employment” against the backdrop of our company’s woeful financials and minimalist IP sales track record so far, wondering whether they will risk being given the boot within a year of starting their new job or even worse fear the company may not survive financially?

Note that potential applicants with a business, marketing or engineering degree, although experienced in the semiconductor or technology industry, may not necessarily be familiar with neuromorphic technology and its future prospects, yet. At the end of the day, they might prefer to go with an established big player or a smaller, but already meaningful revenue-generating company.
After all, the Bay Area is teeming with companies in the semiconductor business, from giant global players to promising startups.


View attachment 86768
Sales people comes and go all the time, a time frame to deliver seems very normal, they have booted out quite a few over the last 4 years, or they left by themselves, not sure which?

If they have been looking for 5 months they must either be very picky or competent people are getting better offers elsewhere?

Sales director US is a very senior position, the right person will maybe have to be head-hunted directly, which demands a very attractive salary package for that person to leave an already good and safe job in a big established company. The negative persons over at "the toilet" are already fuming over the salary packages, they maybe think we should just hire a bunch of hillbillies and be done with it, LOL.
 
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Rach2512

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