BRN Discussion Ongoing
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quote?? 
Hi perceptron,
From the price range, I think that is the retail price rather than the manufacturing cost. we will be doing whole wafers, even batches of wafers, not the el cheapo shared wafer we did so many years ago.
One posts on the other place reminded me that: AKD2.0 ASIC tapeout due this quarter !
ASIC: ASIC, or Application-Specific Integrated Circuit, is a custom-designed microchip built for a single, dedicated purpose, offering superior speed, power efficiency, and optimization compared to general-purpose processors!
Steve Brightfield said that some potential customers want a real physical hands on chip to test on, and not cloud based or model zoo simulator!
And as you mentioned, AKD 2/2000 is likely the IP one designated for very high volume, the one that quote from 4c: multiple high-quality companies are interested in?
Same poster said that NDA's are likely keeping a lid on progress on the subject, and that's off-course true.
We can only guess, but I really hope we will see some progress this year, they can't keep on printing shares.
Gidday All,
I felt the 4C and update from the previous quarter was fairly presented, 408,000 USD while small, it's better than in the
0-100,000 USD range.
Outgoings were down across a number of areas, so you can't really comment in the negative, or can you? probably some can.
And by the way, my post yesterday needed to be read in context, I could feel the frustration (anger) having read the posts being
posted, my own position is currently at say the 50% frustration level, not anger, for a variety of reasons.
I can say that I personally like how we are currently positioned, product wise, chip wise, client wise, timing edge AI wise, patent
wise, financial wise, engineering support wise and so on.
Dare I mention it, revenue, with that everything feels like it will fall into place for us, but, but, but ...........
Tech
I felt the 4C and update from the previous quarter was fairly presented, 408,000 USD while small, it's better than in the
0-100,000 USD range.
Outgoings were down across a number of areas, so you can't really comment in the negative, or can you? probably some can.
And by the way, my post yesterday needed to be read in context, I could feel the frustration (anger) having read the posts being
posted, my own position is currently at say the 50% frustration level, not anger, for a variety of reasons.
I can say that I personally like how we are currently positioned, product wise, chip wise, client wise, timing edge AI wise, patent
wise, financial wise, engineering support wise and so on.
Dare I mention it, revenue, with that everything feels like it will fall into place for us, but, but, but ...........
Tech
FabricatedLunacy
Regular
Dividends? Let's just break even and get the eff out of here... But what's lost is lost as far as this venture goes, so I either laugh in a few years or ride this shitshow all the way to zero.
Watch us now... Yeah we are...
Bravo
Meow Meow 🐾
Ode to a Missing Bus
"Don't miss the bus" they used to say.
We took it seriously and paid our way.
The bus rocked up. We jumped on keen.
Dreaming of riches yet unforeseen.
“Watch us now,” Sean said with flair.
We watched and watched, but nothing was there.
No sales explosions. No bang, no flame.
Just $400k, which is pretty lame.
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H2 goes up
Member
Hi Bravo,
Here is my answer to the question that I thought you were asking. From other responses, I'm barking up the wrong tree.
Because the table has a cost per chip and a price per chip, I assume the 'cost' is what Brainchip pay for it and the 'price' is what they will sell it for. (I think the word 'variable' is because Brainchip could vary that by placing a bigger or smaller order. The $2.94 is for the order they are placing. Assume, assume, assume.)
So I would GUESS that if you were to buy < 10 chips, you would pay $50 each. 11-50 $45 each, etc etc on some scale.
To only pay $4, I would hope the order is 1 million plus. My absolute guesstimate is that Nex Novus would pay $30/chip and Parsons would pay $10/chip.
$136 000 in revenue. For the life of me, I just can't understand why the share price hasn't hit $1.
Seriously though, why would they mention the bit about volume with Parsons if the 100 000 wasn't just a toe dip with serious volumes envisioned. Once they prove to themselves that AKD1500 works every time, the volume will follow. 1 million time $4 is harder to poke fun at.
Additionally, my $136k guesstimate is less than $9m, so Sean, who surely hit his target, has some more dollars up his sleeve.
Okay, I will be charmed to receive some cracking feedback on my extremely insightful post.
H.
perceptron
Regular
Where does it explicitly state "retail price"?
There is a lot of angst about lack of revenue but its really the pipeline that matters in a 'spec' tech company like Brainchip.
For example, MetaGuard-RT has just dropped out the pipeline but it still might 2 plus quarters before revenue appears.
The problem is the pipeline takes a huge amount of time to get through.
Onsor first contact with Brainchip in 2021 and expect a launch in 2026. That is 5 years and that is just in their local markets and not the big $$$ US.
We have recently materially reduced the time to prototype via AKIDA Cloud. That will help.
onsor.om
Its important to have the pipeline moving and being added to on a regular basis. Holders should be updated in Podcasts etc about the flow through the pipeline and traffic through the Hubs. Obviously, they cannot give hints as to identity etc.
We know we have a lot of partners, and we have a pretty good idea of what is in the pipeline but some reassurance for the 'restless herd' would be good.
Never know something might materialise soon - can only hope.
For example, MetaGuard-RT has just dropped out the pipeline but it still might 2 plus quarters before revenue appears.
The problem is the pipeline takes a huge amount of time to get through.
Onsor first contact with Brainchip in 2021 and expect a launch in 2026. That is 5 years and that is just in their local markets and not the big $$$ US.
We have recently materially reduced the time to prototype via AKIDA Cloud. That will help.
NEXA | Onsor
We know we have a lot of partners, and we have a pretty good idea of what is in the pipeline but some reassurance for the 'restless herd' would be good.
Never know something might materialise soon - can only hope.
- Revenue is the last thing to appear in semiconductor adoption.
- Pipeline is the first sign of real traction and is vital.
- Neuromorphic computing is still early, so long timelines are normal.
- Companies in the pipeline today represent future revenue streams.
- Early commercial products (like MetaGuard‑RT) show the pipeline is maturing.
- Automotive, defence, and industrial engagements take years to convert.
smoothsailing18
Regular
HopalongPetrovski
I'm Spartacus!
Hi Manny.There is a lot of angst about lack of revenue but its really the pipeline that matters in a 'spec' tech company like Brainchip.
For example, MetaGuard-RT has just dropped out the pipeline but it still might 2 plus quarters before revenue appears.
The problem is the pipeline takes a huge amount of time to get through.
Onsor first contact with Brainchip in 2021 and expect a launch in 2026. That is 5 years and that is just in their local markets and not the big $$$ US.
We have recently materially reduced the time to prototype via AKIDA Cloud. That will help.
Its important to have the pipeline moving and being added to on a regular basis. Holders should be updated in Podcasts etc about the flow through the pipeline and traffic through the Hubs. Obviously, they cannot give hints as to identity etc.NEXA | Onsor
We know we have a lot of partners, and we have a pretty good idea of what is in the pipeline but some reassurance for the 'restless herd' would be good.
Never know something might materialise soon - can only hope.
The pipeline is the health indicator. Revenue is the delayed outcome.
- Revenue is the last thing to appear in semiconductor adoption.
- Pipeline is the first sign of real traction and is vital.
- Neuromorphic computing is still early, so long timelines are normal.
- Companies in the pipeline today represent future revenue streams.
- Early commercial products (like MetaGuard‑RT) show the pipeline is maturing.
- Automotive, defence, and industrial engagements take years to convert.
Appreciate the logic of this but many of us have been invested for 10 or more years now.
If I was just coming upon BrainChip at this point in its development and at this price I would count myself fortunate.
But a decade or more of hearing optimistic statements from management (what else would anyone ever expect
) that just don't seem to quite pan out, along with the necessary but virtually continuous dilution with an ever expanding SOI, just to keep the doors open, whilst our management pays themselves as if we were already making break even revenue or better, is straining the good will of many.The fact that we have our noses rubbed in it on a daily basis by the legion of FUDster's doesn't help much either.
I guess the primary gripe revolves around just how long its taking and holder's can't help but make comparisons with peers like WBT and newcomers like NVU, amongst others.
The increasing uncertainty regarding the macro political and economic environment flapping against our eyeballs and earholes daily is probably a factor for many as well.
I wonder if "they" will try and push us down to .15 at the close this arvo or if they'll wait to see what lead trumpland delivers overnight?
GLTAH.
Yes but it does not take up to 5 years to get the chips out of the fryer and end up in a device can predict Epileptic seizures.
Comparing fish and chips to Neuromorphic Edge AI - research issue? - for a start AKIDA does not need salt!
Wags
Regular
cheer up chippers,
Rumour has it that we have never lost a customer from a technical evaluation, there will be an explosion of sales and we should watch the financials, Sean has got some news for Christmas or just after, as in watch us now???
Ok sarcasm to the side, clearly there is progress and we are watching the reality in real time, whilst being frustrated with our own time expectations, fuelled by the types of comments per the above rumour.
Clearly, as accepted by management at the last AGM, and the one before that, communication to the shareholder base has been poor and will be improved. For the life of me, I cant understand why there are not regular, well worded updates, that don't name drop or break the rules, but give us beggars some confidence in the positive traction of the organisation.
I've noticed quite a few job vacancies at Brainchip, are they new hires or replacements? I know there are lots of reasons staff move on, but if your working on the latest gadget, with a technology and market lead, coupled with plenty of reward when the orders drop??????
Also as Sean says, the company is mostly engineers and scientists, isn't that what he says? How many is employed now? more than 50? Simplistically, I presume the scientist's are developing and the engineers are supporting the sales, existing customers and of course the scientists. We cant be charging much for our engineering support at the moment.
Of the $400K revenue, is it reasonable at this point to guess 75% is engineering, say $300K. At $100 an hour over the quarter, that amounts to say 7 engineers charging 35 hr weeks. (thats $100 bucks an hour for cutting egde tech support, geez a plumber in aust will charge you that). What I'm saying is for my eyes, theres not a lot of traction just yet for chargeable work so at least for that qtr, we seem still in the business of giving shit away.
One more vent. The report did it's job, consolidated retty much what we knew into a couple of paragraphs. Leaving that again to one of the last days allowable, to me just feeds the downrampers and manipulators on the leadup. it also feels to me, just a personal opinion, like a kid running late with homework and providing the minimal and basic to get through. Another missed opportunity for mine. The BOD know the shareholders are starved, the BOD have promised better. It could have been provided earlier, and in addition to the mandatory requirements, a well drafted
Sales, Technical and Company update, without breaking the rules, faaaaark, marketing 101.
Yes it's a good time to top up, the leader of the opposition has given the nod to grab a few more, but I'd much rather be looking at green than trying to average further down.
Ok Rant over, apologies everyone, feel free to use the ignore button. It must be 5 o'clock somewhere, as I said, cheer up chippers.
Rumour has it that we have never lost a customer from a technical evaluation, there will be an explosion of sales and we should watch the financials, Sean has got some news for Christmas or just after, as in watch us now???
Ok sarcasm to the side, clearly there is progress and we are watching the reality in real time, whilst being frustrated with our own time expectations, fuelled by the types of comments per the above rumour.
Clearly, as accepted by management at the last AGM, and the one before that, communication to the shareholder base has been poor and will be improved. For the life of me, I cant understand why there are not regular, well worded updates, that don't name drop or break the rules, but give us beggars some confidence in the positive traction of the organisation.
I've noticed quite a few job vacancies at Brainchip, are they new hires or replacements? I know there are lots of reasons staff move on, but if your working on the latest gadget, with a technology and market lead, coupled with plenty of reward when the orders drop??????
Also as Sean says, the company is mostly engineers and scientists, isn't that what he says? How many is employed now? more than 50? Simplistically, I presume the scientist's are developing and the engineers are supporting the sales, existing customers and of course the scientists. We cant be charging much for our engineering support at the moment.
Of the $400K revenue, is it reasonable at this point to guess 75% is engineering, say $300K. At $100 an hour over the quarter, that amounts to say 7 engineers charging 35 hr weeks. (thats $100 bucks an hour for cutting egde tech support, geez a plumber in aust will charge you that). What I'm saying is for my eyes, theres not a lot of traction just yet for chargeable work so at least for that qtr, we seem still in the business of giving shit away.
One more vent. The report did it's job, consolidated retty much what we knew into a couple of paragraphs. Leaving that again to one of the last days allowable, to me just feeds the downrampers and manipulators on the leadup. it also feels to me, just a personal opinion, like a kid running late with homework and providing the minimal and basic to get through. Another missed opportunity for mine. The BOD know the shareholders are starved, the BOD have promised better. It could have been provided earlier, and in addition to the mandatory requirements, a well drafted
Sales, Technical and Company update, without breaking the rules, faaaaark, marketing 101.
Yes it's a good time to top up, the leader of the opposition has given the nod to grab a few more, but I'd much rather be looking at green than trying to average further down.
Ok Rant over, apologies everyone, feel free to use the ignore button. It must be 5 o'clock somewhere, as I said, cheer up chippers.
It’s a bloody good fish and chip shop
410k??
Hi Hops, Wow 10 years, super early and hopefully super cheap. We did not announce AKIDA as commercial until late 2021.Hi Manny.
Appreciate the logic of this but many of us have been invested for 10 or more years now.
If I was just coming upon BrainChip at this point in its development and at this price I would count myself fortunate.
But a decade or more of hearing optimistic statements from management (what else would anyone ever expect
The fact that we have our noses rubbed in it on a daily basis by the legion of FUDster's doesn't help much either.
I guess the primary gripe revolves around just how long its taking and holder's can't help but make comparisons with peers like WBT and newcomers like NVU, amongst others.
The increasing uncertainty regarding the macro political and economic environment flapping against our eyeballs and earholes daily is probably a factor for many as well.
I wonder if "they" will try and push us down to .15 at the close this arvo or if they'll wait to see what lead trumpland delivers overnight?
GLTAH.
The Engagement to commercially ready timeline has been a real pain in the butt.
It is what it is I guess. Its either wait or sell. I am patient and holding.
The irony is that no CEO could cut the client timelines. Although the AKDIA Clouds helps.
HarryCool1
Regular
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HopalongPetrovski
I'm Spartacus!
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