BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
Neverending disappointment
Only because of the share price⌠not because of the companyâs progress.
Thereâs a big difference between being confident due to real developments and being frustrated because of the hyenas ..the shorters and manipulators.
And you? Look at you.. laughingâŚI bet you donât even have the money to buy or sell. Youâre just here out of obsession, feeding on negativity, enjoying watching others lose.
Must be a pretty boring life.
Do you know that feeling .. when youâre on your way somewhere, maybe heading to work, and suddenly a certain scent hits your nose?
You stop for a moment.
It reminds you of something that hasnât even happened yetâŚ
but at the same time, it whispers:
âPause⌠everythingâs going to be alright.â
And as you try to breathe it in more deeply, you notice it changing.
It smells like⌠longing, and at the same time, like satisfaction.
It smells like⌠burned short sellers.
You open your eyes ⌠and right in front of you stands a smiling street vendor.
âFreshly grilled, crispy chicken skin! Would you like some?â
And you reply with a hearty:
âYes! Lots of it, please.â
You stop for a moment.
It reminds you of something that hasnât even happened yetâŚ
but at the same time, it whispers:
âPause⌠everythingâs going to be alright.â
And as you try to breathe it in more deeply, you notice it changing.
It smells like⌠longing, and at the same time, like satisfaction.
It smells like⌠burned short sellers.
You open your eyes ⌠and right in front of you stands a smiling street vendor.
âFreshly grilled, crispy chicken skin! Would you like some?â
And you reply with a hearty:
âYes! Lots of it, please.â
Warning : Blatant Upramp ahead. Put me on ignore if you prefer.
Down rampers and up rampers alike always put their own spin on any event to try move the market in their preferred direction. I personally listen to everyone but then ultimately make my own assessment and not follow others opinions. My gains and my loses. Not anyone elseâs fault which way I end up.
In my personal opinion, We appear to be going from strength to strength. The fact that BRN has pivoted to a âtape-outâ from an IP only company shows me BRNâs ability to change business model based on need and demand. It shows they are listening to the customer and are not to proud to change when they see the need. A company that doesnât change, is not going to last long. This is good business in my view. I would âthinkâ (and I may be wrong) that BRN would not take this decision lightly. I would âthinkâ that there would be some serious financial commitment from our customers before we invest over $2M for this âtape outâ. This is a real positive sign for me. The roadmap pack shows an extremely impressive eco-system. I remember 4 or so years ago when we had no-one. Now look at where we are. 4 years ago, even google would struggle to find you anything with the word âneuromorphicâ in it and now I canât seem to keep up with the articles, reviews and comparisons.. Its definitely becoming mainstream. I can barely find a single bad article on BRN and to date, all reports are that the products are working as (or even better) than expected. Having confirmation from the Air Force and NASA gives me a great level of comfort that it all isnât smoke and mirrors. These organisations would have done a TON of due diligence before engaging with BRN. I personally believe ground breaking technology such as ours takes a lot of time to adopt and we arenât there yet. Imagine a CEO of Samsung (billion dollar) or Apple (trillion dollar) trying to pivot to a brand new technology when they are currently hugely successful just the way they are. It would be a HUGE risk on the CEO and one that will need a âsoftly softly approachâ id guess. Not suggesting we are engaged with either of these companies, just an example.
In summary, I believe we are tracking perfectly, great progress appears to be being made, and our roadmap looks very impressive for our future growth.
This is obviously my own personal opinion and not financial advice. Please do your own research.
âThe stock market is a device for transferring money from the impatient to the patient.â
â Warren Buffett
Down rampers and up rampers alike always put their own spin on any event to try move the market in their preferred direction. I personally listen to everyone but then ultimately make my own assessment and not follow others opinions. My gains and my loses. Not anyone elseâs fault which way I end up.
In my personal opinion, We appear to be going from strength to strength. The fact that BRN has pivoted to a âtape-outâ from an IP only company shows me BRNâs ability to change business model based on need and demand. It shows they are listening to the customer and are not to proud to change when they see the need. A company that doesnât change, is not going to last long. This is good business in my view. I would âthinkâ (and I may be wrong) that BRN would not take this decision lightly. I would âthinkâ that there would be some serious financial commitment from our customers before we invest over $2M for this âtape outâ. This is a real positive sign for me. The roadmap pack shows an extremely impressive eco-system. I remember 4 or so years ago when we had no-one. Now look at where we are. 4 years ago, even google would struggle to find you anything with the word âneuromorphicâ in it and now I canât seem to keep up with the articles, reviews and comparisons.. Its definitely becoming mainstream. I can barely find a single bad article on BRN and to date, all reports are that the products are working as (or even better) than expected. Having confirmation from the Air Force and NASA gives me a great level of comfort that it all isnât smoke and mirrors. These organisations would have done a TON of due diligence before engaging with BRN. I personally believe ground breaking technology such as ours takes a lot of time to adopt and we arenât there yet. Imagine a CEO of Samsung (billion dollar) or Apple (trillion dollar) trying to pivot to a brand new technology when they are currently hugely successful just the way they are. It would be a HUGE risk on the CEO and one that will need a âsoftly softly approachâ id guess. Not suggesting we are engaged with either of these companies, just an example.
In summary, I believe we are tracking perfectly, great progress appears to be being made, and our roadmap looks very impressive for our future growth.
This is obviously my own personal opinion and not financial advice. Please do your own research.
âThe stock market is a device for transferring money from the impatient to the patient.â
â Warren Buffett
Hi Bravo,
This is a real sign of life.
Would the real Akida 1500 please stand up.
Apparently the Akida 1500 we had grown to know and love was just the reference version. Essentially the original version of 1500 was just a cut down version of Akida 1 without the ARM Cortex, so it looks like there has been some changes in the circuit design to necessitate a new tape-out.
The Akida 1 datasheet now "supports" 128 MACs per node, (4*4 MACS). The inclusion of MACs in the design has only been public since the advent of TENNs, but the Akida 1 datasheet does not mention TENNs capability. Does this mean that the original brilliant SNN NPU has been outshone by MACs?
1500 is cheaper than Akida 1 because it does not entail the ARM Cortex licence and because it has a smaller wafer real estate footprint (also because of the lack of the Cortex) meaning more chips with your wafer.
1500 is processor agnostic. It can be used with any MCU/CPU/GPU.
The press release refers to "Moving to volume production" as a strategic step, and this suggests to me that the tapeout is not just for a single customer.
The strong customer demand (military, areospace, medical, wearables) suggests that the 1500 IP is to be used either as a standalone chip/chiplet, or as part of a NSoC which does not include the ARN Cortex.
Frontgrade is proposing to make its own NSoC, GR801 including Akida 1 IP with RISC-V CPU, but it would presumably need the new volume production Akida 1500 IP, so the tapeout will support the GR801.
Onsor is another potential customer that we know about.
I would guess that the micro-Doppler radar (RTX/ISL) would require the higher precision of 8-bit or 16-bit), but there are many other applications for 1500.
This bit suggests the IP only business model was overambitious, and Sean's initial assessment of Akida 1 was off the mark:
"As the market matures, and partners become more deeply integrated into the ecosystem, it is expected that a portion of this demand will transition into an IP licensing model."
The timeline of Q3 2026 is a bit deflating.
Jacob Kiraz
Member
What do you mean deflating
Pom down under
Top 20
smoothsailing18
Regular
First quarter 2026 tap out I believe is the reference, in saying that we still have plenty of irons in the fire with Akida 1 and 2 that will be profitable very soon imo.
Regarding Onsor it would seem they aren't using the 1500 as the ducks don't line up with early 2026 release . So this medical application would be something
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Hi Dio,
"This bit suggests the IP only business model was overambitious, and Sean's initial assessment of Akida 1 was off the mark:
"As the market matures, and partners become more deeply integrated into the ecosystem, it is expected that a portion of this demand will transition into an IP licensing model."
I couldn't agree more......we were all taken by surprise when our business model changed from chip to IP, this took place in a very
short time frame (3months) after Sean pitched his 5-year business plan to the BOD.
Yes, we really weren't in a financial position to fund mass chip production runs, I realize that, but one of our true strengths and an
advantage of being a small fry was/is that we can change on a dime, over this long journey we have always listened and taken on
board ideas to accommodate potential customers, starting with our famous bridge, the CNN2SNN gateway, that opened up many
discussions that were previously not going to take place.
You may get the feeling like me that there has been a shift in thinking, "it is expected that a portion of this demand will transition into an IP licensing model."
Yes, Sean is referring to AKD1500 in saying the above comment (maybe I'm wrong) but as Sean has discovered I believe, the combination
of selling IP directly with SOTA disruptive technology has been a very hard sell to date indeed.
One thing I'd like to add is, we are still engaged with Mercedes Benz, they are "still" a customer, now whether that turns out to be huge in regard to contract/s moving forward, well at this stage, no one can definitively comment one way or the other.
Anyone with an issue about the last paragraph, I'd suggest contacting US HQ and ask to be put through to the legal department
I hope that the feedback from partners or customers isnât just the kind of âitâd be cool if you did thisâ feedback,
but rather a âweâd like to order this many chips from you if you make it happenâ kind of feedback.
In other words, that weâre moving forward with development not just out of hope, but with the knowledge that there are actual buyers and real money coming in.
That way, we wouldnât have to wait until Q3 2026 to finally see some revenue.
Just my hope â but I think itâs a reasonable one.
FJ-215
Regular
Hi Dio,
Yes, good that we have gone back to the future and are now going to be a chip supplier. From memory the original business model was along the lines of supplying chips to smaller customers who wanted to order up to 1 million chips, the IP was for customers wanting larger volume.
Hopefully those smaller customers wil grow to being large, IP customers.
Also, what chance is there that a MegaChips customer is somehow tied in to this? They were involved with the original AKD 1500 and I'm assuming that Global Foundries will be producing the production run.
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