BRN Discussion Ongoing

[Deleted member 118]

 

[MDhere]

I challenge anyone to listen to this interview with Peter van Der Made which was produced in 2013 and not come away blown away
Has this man secretly discovered/created time travel?

https://ia800905.us.archive.org/22/items/diffusion2013-11-11/diffusion2013-11-11.mp3

lol why have i only just noticed your disclosure lol

 

[Foxdog]

Sorry guys, don't mean to upset anyone invested in crypto, but watching it right now and really crashing. The reason I am bringing this up is because there will be many ex crypto guys n gal's looking to recover funds elsewhere..... how many stocks in the asx or anywhere else in the world currenlty show as much promise as our little ripper BRN hmmm?

Totally agree, I hold a few ETH and XRP but not much - still ahead atm....just. I dabbled more to experience blockchain tech and using digital wallets etc, found it very interesting and I think there will be use cases for it in the future, although mining coins uses a prohibitive amount of energy (could AKIDA help )

As for BRN I'm sincerely hoping that an investment here will eclipse all investing mistakes (lessons?) of the past, of which there have been plenty....at great cost. $20 per share as an initial target for me and I hope (suspect) all on this forum will be in a comfortable position by then too.

A very, very exciting community to be part of

 

[Boab]

I have read so much stuff in the last few moths but don't recall this Stocks Down Under piece.
Apologies if it has already been reviewed. The revenue from MegaChips is the bit that caught my eye and of course the "endless possibilities"
Anyway its a better read than the local Sunday newspaper. Enjoy

BrainChip (ASX:BRN): Welcome to the revolution!

BrainChip's revolutionary Akida chip learns like the human brain and brings Spiking Neural Networking and its benefits to the Edge of the Internet.

stocksdownunder.com

 

[Deena]

Totally agree, I hold a few ETH and XRP but not much - still ahead atm....just. I dabbled more to experience blockchain tech and using digital wallets etc, found it very interesting and I think there will be use cases for it in the future, although mining coins uses a prohibitive amount of energy (could AKIDA help )

As for BRN I'm sincerely hoping that an investment here will eclipse all investing mistakes (lessons?) of the past, of which there have been plenty....at great cost. $20 per share as an initial target for me and I hope (suspect) all on this forum will be in a comfortable position by then too.

A very, very exciting community to be part of

What blows me away with crypto currencies is that there are over 10,000 different ones, that is more than 2 new currencies for each day since Bitcoin was first released. I have never been involved given the problems with security of exchanges, the volume of scams, the 'fit for purpose' problem, use of power and environmental issues, use by organised crime, and the possibility of human error (losing wallet ID, dying and relatives not being able to access etc).

I definitely think BRN offers so much more, offering solutions to so many problems including all of the above. This is a share that offers so much benefit to society ... and benefit to shareholders that HOLD. My opinion only. DYOR and LOL.
Deena

 

[M_C]

Possible University of Pennsylvania connection?

Photonic Chip Performs Image Recognition at the Speed of Light

New photonic deep neural network could also analyze audio, video, and other data

spectrum.ieee.org

 

[LuWil]

Prevent Heat Exhaustion with an Edge ML-Powered Wearable Device​

June 02, 2022 by Edge ImpulseDownload PDF

Case Study Overview​

Cloud-based systems that monitor vital signs can keep first responders and industrial workers from getting injured or even dying on the job. But what happens when people “go dark,” and can’t be reached by the cloud? SlateSafety wondered if their award-winning BioTrac Band could deliver real-time alerts even without connectivity. In just 10 days, working with the vast amount of biometric data generated from the field, SlateSafety and the Edge Impulse team were able to zero in on key parameters and create an accurate, compact algorithm for predicting heat exhaustion. The new algorithm, developed on Edge Impulse's industry-leading edge ML development platformto run directly on existing hardware, can give the wearer real-time feedback on the risk of heat exhaustion, and enhances existing products by making safety at the edge a working reality.

In this case study, read about the results:

• An accurate and efficient ML algorithm, ready to run on SlateSafety’s existing Nordic-based device
• A 10-day development timeline, enabled by Edge Impulse’s Solutions Support Team and Edge ML platform
• Real-time situational awareness, to avoid overexertion injuries and fatalities, even in areas without connectivity

https://www.allaboutcircuits.com/industry-white-papers/prevent-heat-exhaustion/

 

[Schwale]

I’m an employee of the Government and my current super is governed by legislation which says I can’t touch it. I have been told there is some pending legislation due to change that in November, so all going well I’ll be able to move it then. I’ve got 30+ years saved and I’ve been contributing 15% for ever up so I could substantially increase my holdings if it comes off.

So I’m in two minds about price increases at the moment! I do want them; but then I don’t

İ feel your pain. İ was with Mercer in 2008 when the GFC hit..the so called professional fund managers lost over 60% of my hard earned super..at that point i decided enough was enough and set up my own self managed superfund and haven't had any regrets since. İ also placed 100% of my funds into BRN since AZK day's.. despite the Share Price i am still sitting on 500% profit... Try getting that from a professional fund manager... All they are good at is loosing your money. My money, and i will control it and be responsible for my actions.

Exciting time to be a BRN shareholder. As Fact Finder keeps saying just 1% of the market and we still be rich.

 

[TheFunkMachine]

There's that word ubiquitous popping up again. I haven't heard it used in years... now all of a sudden, it's everywhere...

Or should you say, now all of a sudden its ubiquitous?

 

[Deleted member 118]

Sorry guys, don't mean to upset anyone invested in crypto, but watching it right now and really crashing. The reason I am bringing this up is because there will be many ex crypto guys n gal's looking to recover funds elsewhere..... how many stocks in the asx or anywhere else in the world currenlty show as much promise as our little ripper BRN hmmm?

I jumped into bitcoin for the 1st time when it hit $30,000 and will be happy to buy more during the fall

 

[Fact Finder]

I am a bit fixated on this statement:

“The company has many design wins and more than five hundred commercial prospects for its solutions.”

“Many design wins” - The former CEO Mr. Dinardo spoke of design wins as being part of the process that Brainchip had to work through on the pathway to signing a commercial engagement.

“more than five hundred commercial prospects for its solutions” I recall Acting CEO Peter van der Made speaking about saturating the market and an explosion of sales. These statements were made in the six months leading up to the publication of this article.

On balance the terminology used and the circumstances leading up to it being made in my opinion gives it some significant credibility.

My opinion only DYOR
FF


AKIDA BALLISTA

Further to my fixation some might recall a few weeks ago I posted a Harvard research paper which had looked at the conversion rate of customer engagements in the semiconductor space that came up with 35%.

This number, 35%, was intended to be a conservative conversion rate and involved various assumptions such as an equal market place where all competitors had a similar product offering and price and service were the only variables.

If we take the 500 commercial prospects and assume they have just walked in the front door and sat down at the desk of Rob Telson and AKIDA is the same as every other product offering in the market based on this Harvard research we can expect Rob Telson will convert 35 out of every 100 customers to a commercial engagement or 175 customers out of the 500 will sign on the dotted line.

If we add back in that AKIDA has no competition and a two to three year lead and strong market validation thanks to ARM, Edge Impulse, NASA, DARPA and Mercedes Benz then the conversion rate of 35% is obviously very conservative.

Every 5% adds an extra 25 customers signing on the dotted line. So a 40% conversion rate means 200 customers signing up.

If we use the Renesas licence fee of about 1 million dollars this instantly produces 200 million dollars with a further 200 royalty streams once the 200 customer products come to market.

Once again this is a conservative view as MegaChips licence fee and engineering was about 2 million dollars.

Of course we do not have confirmation of the 500 commercial prospects referred to in this article so the above may be based on entirely inaccurate information.

Can we test the feasibility of 500 customer engagements being realistic by some other known facts.

Well we do know that Edge Impulse supports 33,000 engineers each working on projects.

If 10 percent pick up on AKIDA that would be 3,300 engineers working to develop products to take commercial and if only ten percent of those products work their way through to market that would be 330 commercial products in the market containing AKIDA.

The idea of 500 commercial prospects based on this can be seen as not beyond industry scale.

The question becomes then is it likely that the ARM sales team assembled by Rob Telson could have lined up 500 commercial prospects in the 12 month period from the release of the AKD1000 engineering samples in October, 2020.

I think it is realistic particularly when you take into account that in mid 2020 the former CEO Mr. Dinardo stated that Brainchip had ‘well north of 100 NDA customer engagements’.

So to reach 500 Rob Telson and his team already had a flying start of 100 to 150 already onboard.

My opinion only so DYOR
FF

AKIDA BALLISTA

 

[Xray1]

View attachment 9599

Looks like we may/will have a very positive start on Monday trading platform given the imo very positive o/seas BRN updated market figures and not least for our official inclusion in the ASX200 listing/trading platform scheme of things ... GLTLTH's ..... personally, I would like to see us trading at the $1.00 level this week.

 

[Labsy]

I jumped into bitcoin for the 1st time when it hit $30,000 and will be happy to buy more during the fall

Ill consider buying bitcoin when it drops to $100 in another 5 months. No offence though. It's bombing. There are big plays happening by world big boys and girls

 

[Foxdog]

İ feel your pain. İ was with Mercer in 2008 when the GFC hit..the so called professional fund managers lost over 60% of my hard earned super..at that point i decided enough was enough and set up my own self managed superfund and haven't had any regrets since. İ also placed 100% of my funds into BRN since AZK day's.. despite the Share Price i am still sitting on 500% profit... Try getting that from a professional fund manager... All they are good at is loosing your money. My money, and i will control it and be responsible for my actions.

Exciting time to be a BRN shareholder. As Fact Finder keeps saying just 1% of the market and we still be rich.

And other commentators have mentioned 30% to 60% of market share - mind blowing potential revenue inbound

 

[MDhere]

Tata Consulting Services remain in the shadows but the following link opens to a research paper which when you open the additional authors discloses all the know AKIDA technology fans. Unfortunately the paper is only available directly from the authors:

https://www.researchgate.net/publication/347019523_Application_of_Spiking_Neural_Networks_for_Action_Recognition_from_Radar_Data

My opinion only DYOR
FF

AKIDA BALLISTA

PS: Posted here before but still of interest:

https://www.edge-ai-vision.com/wp-content/uploads/2022/02/February-24-2022-Webinar.pdf

ISL Using Neuromorphic Chip-Based Radar Research Solution for Air Force

Information Systems Laboratories, an employee-owned company, is using BrainChip Holdings’ Akida neural network processor to develop an AI-driven radar research solution for the Air Force Research Laboratory. Akida is an ultra-low-power chip with a neuromorphic architecture, an artificial...

potomacofficersclub.com

Tata may be hiding in the shadows but Arpan Pal and his team are in my clear view

 

[equanimous]

Further to my fixation some might recall a few weeks ago I posted a Harvard research paper which had looked at the conversion rate of customer engagements in the semiconductor space that came up with 35%.

This number, 35%, was intended to be a conservative conversion rate and involved various assumptions such as an equal market place where all competitors had a similar product offering and price and service were the only variables.

If we take the 500 commercial prospects and assume they have just walked in the front door and sat down at the desk of Rob Telson and AKIDA is the same as every other product offering in the market based on this Harvard research we can expect Rob Telson will convert 35 out of every 100 customers to a commercial engagement or 175 customers out of the 500 will sign on the dotted line.

If we add back in that AKIDA has no competition and a two to three year lead and strong market validation thanks to ARM, Edge Impulse, NASA, DARPA and Mercedes Benz then the conversion rate of 35% is obviously very conservative.

Every 5% adds an extra 25 customers signing on the dotted line. So a 40% conversion rate means 200 customers signing up.

If we use the Renesas licence fee of about 1 million dollars this instantly produces 200 million dollars with a further 200 royalty streams once the 200 customer products come to market.

Once again this is a conservative view as MegaChips licence fee and engineering was about 2 million dollars.

Of course we do not have confirmation of the 500 commercial prospects referred to in this article so the above may be based on entirely inaccurate information.

Can we test the feasibility of 500 customer engagements being realistic by some other known facts.

Well we do know that Edge Impulse supports 33,000 engineers each working on projects.

If 10 percent pick up on AKIDA that would be 3,300 engineers working to develop products to take commercial and if only ten percent of those products work their way through to market that would be 330 commercial products in the market containing AKIDA.

The idea of 500 commercial prospects based on this can be seen as not beyond industry scale.

The question becomes then is it likely that the ARM sales team assembled by Rob Telson could have lined up 500 commercial prospects in the 12 month period from the release of the AKD1000 engineering samples in October, 2020.

I think it is realistic particularly when you take into account that in mid 2020 the former CEO Mr. Dinardo stated that Brainchip had ‘well north of 100 NDA customer engagements’.

So to reach 500 Rob Telson and his team already had a flying start of 100 to 150 already onboard.

My opinion only so DYOR
FF

AKIDA BALLISTA

Here is me trying to do the calculations FF

 

[Fact Finder]

Further to my fixation some might recall a few weeks ago I posted a Harvard research paper which had looked at the conversion rate of customer engagements in the semiconductor space that came up with 35%.

This number, 35%, was intended to be a conservative conversion rate and involved various assumptions such as an equal market place where all competitors had a similar product offering and price and service were the only variables.

If we take the 500 commercial prospects and assume they have just walked in the front door and sat down at the desk of Rob Telson and AKIDA is the same as every other product offering in the market based on this Harvard research we can expect Rob Telson will convert 35 out of every 100 customers to a commercial engagement or 175 customers out of the 500 will sign on the dotted line.

If we add back in that AKIDA has no competition and a two to three year lead and strong market validation thanks to ARM, Edge Impulse, NASA, DARPA and Mercedes Benz then the conversion rate of 35% is obviously very conservative.

Every 5% adds an extra 25 customers signing on the dotted line. So a 40% conversion rate means 200 customers signing up.

If we use the Renesas licence fee of about 1 million dollars this instantly produces 200 million dollars with a further 200 royalty streams once the 200 customer products come to market.

Once again this is a conservative view as MegaChips licence fee and engineering was about 2 million dollars.

Of course we do not have confirmation of the 500 commercial prospects referred to in this article so the above may be based on entirely inaccurate information.

Can we test the feasibility of 500 customer engagements being realistic by some other known facts.

Well we do know that Edge Impulse supports 33,000 engineers each working on projects.

If 10 percent pick up on AKIDA that would be 3,300 engineers working to develop products to take commercial and if only ten percent of those products work their way through to market that would be 330 commercial products in the market containing AKIDA.

The idea of 500 commercial prospects based on this can be seen as not beyond industry scale.

The question becomes then is it likely that the ARM sales team assembled by Rob Telson could have lined up 500 commercial prospects in the 12 month period from the release of the AKD1000 engineering samples in October, 2020.

I think it is realistic particularly when you take into account that in mid 2020 the former CEO Mr. Dinardo stated that Brainchip had ‘well north of 100 NDA customer engagements’.

So to reach 500 Rob Telson and his team already had a flying start of 100 to 150 already onboard.

My opinion only so DYOR
FF

AKIDA BALLISTA

I think I need to have therapy before this fixation becomes a full blown obsession but I just had a thought as a result of which I counted the names on @BaconLover ‘s Iceberg.

There are only 67 names in total above and below the waterline of the Iceberg.

At a minimum we are short 33 names just to reach the lowest rung of the ‘well north of 100 NDA’s’ mentioned by Mr. Dinardo.

So if 500 is correct I know as an increment of probability that the 67 names on the Iceberg the chances of all names being correct increases.

If I add in that the class of customers that have not yet been identified to us by Brainchip are said to be household named and or Fortune 500 then the probability of the companies below the waterline not being customers of Brainchip becomes even less likely.

These random thoughts lead me to only one conclusion @MC🐠 has been far too conservative in his wild speculation as to the companies engaged with Brainchip.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[MDhere]

I think I need to have therapy before this fixation becomes a full blown obsession but I just had a thought as a result of which I counted the names on @BaconLover ‘s Iceberg.

There are only 67 names in total above and below the waterline of the Iceberg.

At a minimum we are short 33 names just to reach the lowest rung of the ‘well north of 100 NDA’s’ mentioned by Mr. Dinardo.

So if 500 is correct I know as an increment of probability that the 67 names on the Iceberg the chances of all names being correct increases.

If I add in that the class of customers that have not yet been identified to us by Brainchip are said to be household named and or Fortune 500 then the probability of the companies below the waterline not being customers of Brainchip becomes even less likely.

These random thoughts lead me to only one conclusion @MC🐠 has been far too conservative in his wild speculation as to the companies engaged with Brainchip.

My opinion only DYOR
FF

AKIDA BALLISTA

i 2nd that. come out of the shadows

 

[MrNick]

Here is me trying to do the calculations FF

I thought that was Bozo Johnson trying to work out how he’s going to pay Carrie’s divorce settlement.

 

[Earlyrelease]

Further to my fixation some might recall a few weeks ago I posted a Harvard research paper which had looked at the conversion rate of customer engagements in the semiconductor space that came up with 35%.

This number, 35%, was intended to be a conservative conversion rate and involved various assumptions such as an equal market place where all competitors had a similar product offering and price and service were the only variables.

If we take the 500 commercial prospects and assume they have just walked in the front door and sat down at the desk of Rob Telson and AKIDA is the same as every other product offering in the market based on this Harvard research we can expect Rob Telson will convert 35 out of every 100 customers to a commercial engagement or 175 customers out of the 500 will sign on the dotted line.

If we add back in that AKIDA has no competition and a two to three year lead and strong market validation thanks to ARM, Edge Impulse, NASA, DARPA and Mercedes Benz then the conversion rate of 35% is obviously very conservative.

Every 5% adds an extra 25 customers signing on the dotted line. So a 40% conversion rate means 200 customers signing up.

If we use the Renesas licence fee of about 1 million dollars this instantly produces 200 million dollars with a further 200 royalty streams once the 200 customer products come to market.

Once again this is a conservative view as MegaChips licence fee and engineering was about 2 million dollars.

Of course we do not have confirmation of the 500 commercial prospects referred to in this article so the above may be based on entirely inaccurate information.

Can we test the feasibility of 500 customer engagements being realistic by some other known facts.

Well we do know that Edge Impulse supports 33,000 engineers each working on projects.

If 10 percent pick up on AKIDA that would be 3,300 engineers working to develop products to take commercial and if only ten percent of those products work their way through to market that would be 330 commercial products in the market containing AKIDA.

The idea of 500 commercial prospects based on this can be seen as not beyond industry scale.

The question becomes then is it likely that the ARM sales team assembled by Rob Telson could have lined up 500 commercial prospects in the 12 month period from the release of the AKD1000 engineering samples in October, 2020.

I think it is realistic particularly when you take into account that in mid 2020 the former CEO Mr. Dinardo stated that Brainchip had ‘well north of 100 NDA customer engagements’.

So to reach 500 Rob Telson and his team already had a flying start of 100 to 150 already onboard.

My opinion only so DYOR
FF

AKIDA BALLISTA

FF
Just to clarify.
The $200m is on the presumption that each is their own customer direct to Brainchip and order over 1 mil.
If they are secondary customers through the Big Three that have signed up, this would be seen through hopefully a massive upkick in revenue when the multiple products from 200 seperate businesses using either of the big three chips buy their supplies through them and not us direct.

Have I got the pricing model wrong?