Rskiff
Regular
from 2023, so we are eagerly awaiting the mass adoption
BRN Discussion Ongoing
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Fullmoonfever
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Space Cadet
Regular
Yes the Southern Oscillation Index has moved to La NinaI think your AI was dreaming with the SOI.......
SC
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Bravo
Meow Meow 🐾
Hi Dippy,
I agree with you that nobody, whether human or AI, can predict BrainChip’s future with certainty.
As I said in my post, it’s a ChatGPT generated valuation and because of that it’s probably not worth the paper it’s written on.
My point was not to outsource my thinking to a bot, but rather to use it deliberately to illustrate a difference in valuation frameworks, in response to a discussion suggesting a $20 billion acquisition at this point in time, which, in my view, is simply unrealistic given where the company is today.
Like you, I have faith in BrainChip's future success. That’s why I remain invested and (as others have stated) I’ll go down with the ship if I have to (although I’d much prefer to be on the deck sipping a pina colada).
You can attack the tool if you want, but I think it's harder to dismiss the argument it helped to frame which is that an acquisition price today usually reflects current reality plus a premium and true blue-sky valuations usually require a forcing event.
So, the takeaway for me wasn’t “this valuation is correct", rather it was that the logic highlights something pretty obvious (at least in my mind) which is that we need to sell licences and generate revenue before getting too far ahead of ourselves. For an acquisition to deliver an attractive outcome for shareholders, the company needs time to establish itself commercially and demonstrate sales traction. Until licences and revenue materially show up, any acquirer will heavily discount that future.
I use ChatGPT a lot in my line of work and I personally find it incredibly valuable. But, like any tool, it has strengths and limitations. In any case, I believe it served its purpose in this instance because it helped spark what I think is a valuable discussion and brought some different perspectives to the surface.
Regards,
B
smoothsailing18
Regular
Bravo... I think there maybe some confusion to the 20 billion mentioned. It from my understanding was an example to what the share price would be rather than a possibility of acquisition now at 20 billion. That's my take on what was posted originally on crapper.
Anyway from that we / I was able to get share prices from the 20 billion back down to the current 300 plus million, which is good for myself to understand the valuation comparison to share price.
Brainchips fuse has been lite and 2026 it explodes, imo
Anyway from that we / I was able to get share prices from the 20 billion back down to the current 300 plus million, which is good for myself to understand the valuation comparison to share price.
Brainchips fuse has been lite and 2026 it explodes, imo
Hi Dippy,
I agree with you that nobody, whether human or AI, can predict BrainChip’s future with certainty.
As I said in my post, it’s a ChatGPT generated valuation and because of that it’s probably not worth the paper it’s written on.
My point was not to outsource my thinking to a bot, but rather to use it deliberately to illustrate a difference in valuation frameworks, in response to a discussion suggesting a $20 billion acquisition at this point in time, which, in my view, is simply unrealistic given where the company is today.
Like you, I have faith in BrainChip's future success. That’s why I remain invested and (as others have stated) I’ll go down with the ship if I have to (although I’d much prefer to be on the deck sipping a pina colada).
You can attack the tool if you want, but I think it's harder to dismiss the argument it helped to frame which is that an acquisition price today usually reflects current reality plus a premium and true blue-sky valuations usually require a forcing event.
So, the takeaway for me wasn’t “this valuation is correct", rather it was that the logic highlights something pretty obvious (at least in my mind) which is that we need to sell licences and generate revenue before getting too far ahead of ourselves. For an acquisition to deliver an attractive outcome for shareholders, the company needs time to establish itself commercially and demonstrate sales traction. Until licences and revenue materially show up, any acquirer will heavily discount that future.
I use ChatGPT a lot in my line of work and I personally find it incredibly valuable. But, like any tool, it has strengths and limitations. In any case, I believe it served its purpose in this instance because it helped spark what I think is a valuable discussion and brought some different perspectives to the surface.
Regards,
B
Pom down under
Top 20
Well they better hurry up and make me rich as I could do with some more of this 
#bnew2026 #neuromorphicengineering #neuronics_lab #iisc #bangalore #innovation #neuromorphicintegratedcircuits #braininspiredcomputing #eventbasedsensing #braincomputerinterfaces | Bangalore Neuromorphic Engineering Workshop
🎤 Speaker Spotlight — BNEW 2026 Here’s a peek at the next set of speakers you’ll hear at the Bangalore Neuromorphic Engineering Workshop (BNEW) 2026. Announcing: 🧠 Rajesh P. N. Rao — University of Washington, USA 🧠 Amir Zjajo, — Innatera 🧠 Ashesh Dhawale — Indian Institute of Science (IISc)...
BrainChip Discusses Brain-Inspired Systems with Dr. Jason Eshraghian
BrainChip and Fulbright Fellow Jason Eshraghian discuss brain-inspired systems, exploring neuromorphic computing and the evolution of next-gen intelligent AI.
brainchip.com
#ieee #cass #neuromorphiccomputing #adaptivecognition #callforpapers #computermagazine | Abderazek Ben Abdallah
***Happy (Almost) New Year!*** As we get ready to welcome 2026, I’m sharing the Call for Papers for our IEEE Computer Magazine Special Issue on Convergence of Neuromorphic and Adaptive Cognition. Good news for all last‑minute sprinters! The new submission deadline is January 1st, 2026. CFP...
Not us, Weebit and Texas Instruments
www.linkedin.com
Weebit Nano Signs IP License Deal with Texas Instruments | Stocks Down Under posted on the topic | LinkedIn
Weebit Nano Ltd Nano announced it signed an IP (Intellectual Property) license deal with Texas Instruments (TI, NASDAQ:TXN), the world’s largest analog semiconductor manufacturer that generated US$17.3bn in revenues in the last 12 months through 3Q25 (September quarter). In other words, this is...
Thanks Sirod,good morning to down under View attachment 93947
Just looked at Tradegate where it's up 12% also, on 380k shares, which looks like healthy interest for an away game.
A podcast worth a revisit -
This may be a big part of the reason Akida 2 went to 8 bits from the 4-bit Akida 1. Going to 8 bits gives 16 times more precision. (Let's not even talk about 16-bit and beyond). The point is that they were able to produce a sufficiently convincing demonstration for USAF with 4-bits, but a production model would require greater precision.
Podcast with the late Joe Guerci ISL:
Episode 36: Defense and National Security - BrainChip
At the 4 minute mark, Joe makes the point that USAF was impressed by the ISL Akida radar processor, despite the coarse quantization. USAF saw the tremendous potential for NNs. ISL and BRN were awarded development contracts, in BRN's case this would have been the micro-Doppler radar SBIR which we are fulfilling with RTX.
Joe also mentioned applications such as the loyal wingman collaborative combat aircraft (CCA).
The ability to load different models to perform different functions was also seen as a strong point. As we know, Akida can multitask with audio/video, and/or any other sensor, not to mention pattern recognition, cybersecurity, and much more.
While still on the topic of USAF, Joe referred to "floodgates" ... and that was pre-TENNs!
I suspect the Bascom Hunter 3U VPX SNAP card will be updated with Akida 2 when chips are available.
The recently mentioned see-in-the-dark robot application also derived from the USAF/RTX micro-Doppler radar SBIR.
This may be a big part of the reason Akida 2 went to 8 bits from the 4-bit Akida 1. Going to 8 bits gives 16 times more precision. (Let's not even talk about 16-bit and beyond). The point is that they were able to produce a sufficiently convincing demonstration for USAF with 4-bits, but a production model would require greater precision.
Podcast with the late Joe Guerci ISL:
Episode 36: Defense and National Security - BrainChip
At the 4 minute mark, Joe makes the point that USAF was impressed by the ISL Akida radar processor, despite the coarse quantization. USAF saw the tremendous potential for NNs. ISL and BRN were awarded development contracts, in BRN's case this would have been the micro-Doppler radar SBIR which we are fulfilling with RTX.
Joe also mentioned applications such as the loyal wingman collaborative combat aircraft (CCA).
The ability to load different models to perform different functions was also seen as a strong point. As we know, Akida can multitask with audio/video, and/or any other sensor, not to mention pattern recognition, cybersecurity, and much more.
While still on the topic of USAF, Joe referred to "floodgates" ... and that was pre-TENNs!
I suspect the Bascom Hunter 3U VPX SNAP card will be updated with Akida 2 when chips are available.
The recently mentioned see-in-the-dark robot application also derived from the USAF/RTX micro-Doppler radar SBIR.
Pom down under
Top 20
Someone must have brought 800 shares
Tothemoon24
Top 20
interesting like to Steve Brightfield’s post 
Hi TTM,interesting like to Steve Brightfield’s post
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Just a reminder, this article describes the BRN exhibits for CES2026:
https://www.design-reuse.com/news/2...nding-ahead-of-ces-to-power-next-gen-edge-ai/
BrainChip Announces $25 Million (USD) Funding Ahead of CES to Power Next-Gen Edge AI
Dec. 12, 2025 –
Funding accelerates commercialization of BrainChip’s on-device solutions with Akida 2 and Akida GenAI delivering smarter and faster solutions
LAGUNA HILLS, Calif.-- BrainChip Holdings Ltd. (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY), the world’s first commercial producer of ultra-low-power, fully digital, event-based neuromorphic AI, secured a capital raise of $25 million to fuel the development and commercialization of its neuromorphic AI technology and expansion of its product offerings in chips and modules....
At CES, BrainChip will put its latest AI innovations on display, highlighting how the funding enables robust capabilities and partnerships such as:
- AKD1500 modules to enable AI for rugged deployments with Industrial PCs
- Always-on enablement with Pico evaluations on Akida Cloud
- AI-powered cybersecurity with Akida with Quantum Ventura partnership
- BrainChip 1.2 B LLM goes on-device in mobile and embedded devices
BrainChip will present cutting-edge demonstrations of the AKD1500 and AKD1000 in collaboration with various partners.
HaiLa Technologies will present ultra-low power Bluetooth and Wi-Fi integration with the AKD1500 for wearable visual classification.
Deep Perception will demonstrate a full visual compute pipeline using the AKD1000 for drones and mobile devices.
Quantum Ventura will highlight its Neuro RT cybersecurity model running on the Akida Edge AI Box, showing how it can protect small office networks.
...
The QV CyberNeuro RT is encouraging as it means that the models are built and ready to run. The Edge Box will sell for $US1500, and I reckon the Neuro RT software will add a chunk to that. It is being pitched as business software. I would suspect that QV would be responsible for the software maintenance, although it may utilize federated learning to distribute any on-chip ML updates, so BRN may have a role in the maintenance.
PS: I'm still hoping for a USB stick for individual devices.
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