BRN Discussion Ongoing

[uiux]

For what it's worth:

akida-camera/akida_camera.py at master · stdp/akida-camera

Learning how to use the Akida neuromorphic processor with a Camera feed - stdp/akida-camera

github.com

def infer(self):
        while True:
            input_array = camera.get_input_array()
            predictions = self.model_ak.predict_classes(input_array, num_classes=NUM_CLASSES)
            if predictions[0] in SAVED:
                self.camera.label = LABELS.get(predictions[0], predictions[0])
                self.camera.shots = "{} shot/s".format(SHOTS.get(predictions[0]))
            time.sleep(1 / INFERENCE_PER_SECOND)

This is logic to get a frame from a webcam to process with akida, eg. the one shot learning demo

 

[Fact Finder]

Anyone else remember what Ryad Benosman the founder of Prophesee said on social media when asked by a poster here about Brainchip and AKIDA.

Be interesting to have it reposted here in light of what has been announced today.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Foxdog]

Still no major pop on the SP - is the market blind

 

[Mccabe84]

Still no major pop on the SP - is the market blind

Is it getting held back again, insto’s still accumulating?

 

[M_C]

I was saving these for a rainy day............

 

[Lex555]

Playing devils advocate for a minute, my calculate revenue by royalties x price of royalties. With all these partnerships coming out and interconnecting with their own ecosystems it would be easy to imagine market(s) saturation. @MC🐠 thanks.

What I’m not 100% convinced on is average price per royalty, could we be potentially over estimating here? @Fact Finder what do you think?

Comparing ARM Holdings, they have 2021 revenue of $2.7b from a total of ~$30b chips sold this year which gives an average of $0.10 revenue per chip. Why is this so low?

Arm Delivers Record Revenues and Record Profits in FY21

2021 total revenues were up 35% to $2.7Bn with strong growth in both royalty and non-royalty revenue.

www.arm.com

Makes me wonder if we’re doing IP, and agreements aren’t disclosed, then what are the chances we could be overstating this 10x.

Or does it even matter, with a conservative $60b market by 2025 and Akida being best in class/ first in class we achieve a more likely 50% share like @chapman89 says, then multiply by 15x (ARM ranges from 10-25x) we get $450bn USD MC. Hmm…

 

[DingoBorat]

Is Akida in this product?

Roborock vacuum cleaner

The Roborock S7 MaxV in test

Beyond LiDAR - Introducing Reactive AI 2.0, Roborock’s upgraded navigation technology

Roborock, with its always-eager & ambitious group of engineers, has decided that even the almighty LiDAR has its flaws and has introduced its own proprietary Reactive AI 2.0 obstacle recognition and avoidance system in Jan 2022.


Reactive AI 2.0 - How Effective Is It?
The 3D structured light acts as a ruler, accurately measuring the distance between an object in the S7 MaxV’s path and the S7 MaxV itself. It is also able to make sense of the dimensions of the obstacles.

The RGB camera plays the role of the human eye, capturing detailed images of the obstacles, including texture and color.

Both the 3D structured light and the RGB camera feed information onto the onboard processor, powered by a NPU chip (the brain), which then allows the pre-set machine learning algorithms to kick into play. The S7 MaxV will then clean around different objects/ obstacles at an optimal distance - meaning the less risky the object is, the closer the S7 MaxV will clean around the objects. This also means less chances of collision while at the same time, less chances of missed cleaning spots.

I'm not sure, why they keep making these round? ..
I'm yet to see a house, that doesn't have corners..

 

[AARONASX]

I'm not sure, why they keep making these round? ..
I'm yet to see a house, that doesn't have corners..

Here you go, the one and only

 

[Filobeddo]

I was saving these for a rainy day............

View attachment 9694 View attachment 9695 View attachment 9696

What else have you got stashed up your sleeve MC?
Don’ be shy

 

[TECH]

Yet ANOTHER great partnership announced this morning.

Are things going to plan ? Are things following a disciplined, yet flexible pathway ?

As I mentioned months ago, it was my opinion that, positivity attracts positivity, successful proven technology is always going to attract others whom also have successful proven technology.

As Sean mentioned recently, basically we ALL feed off each other, technology isn't just about "one layer" it's about a lot of different layers ALL coming together to produce brilliant, futuristic products that benefit the masses.

Egos, arrogant attitudes must be buried, IF companies wish to succeed...Brainchip Holdings Ltd has ALWAYS conducted itself in a professional manner, led first and foremost by Peter and Anil.

Partnerships in our field of expertise are only going to accelerate in my opinion, each and every company joining us has their own brilliant IP..BUT to open up the gateway to success, their own clients may have asked for that little something extra, to enable them to produce products that the masses will go for, and guess who can assist in that process, that's right....

BRAINCHIP'S SOMA.........OUR EVENT BASED PROCESSOR.....AND WITHOUT IT, THEY WON'T SUCCEED.

BRAINCHIP HAS THE KEY TO THE KINGDOM......AND THIS IS WHAT WILL MAKE US THE "DE-FACTO PARTNER FOR MANY"

Keep positive, enjoy the journey, the road has many more ups and downs, but ultimately we will arrive, still carrying the Aussie flag

Cheers for now...Tech x

 

[M_C]

What else have you got stashed up your sleeve MC?
Don’ be shy

Here's a little teaser for you mate............patience is a virtue ...........

 

[Bravo]

Anyone else remember what Ryad Benosman the founder of Prophesee said on social media when asked by a poster here about Brainchip and AKIDA.

Be interesting to have it reposted here in light of what has been announced today.

My opinion only DYOR
FF

AKIDA BALLISTA

Ryad Benosman said this...

He also apparently said this about BrainChip....

https://www.eetimes.com/a-shift-in-computer-vision-is-coming/

 

[Quiltman]

I was saving these for a rainy day............

View attachment 9694 View attachment 9695 View attachment 9696

There seems to be credence to the fact that Rob Telson and Anil Mankar carefully allocate their likes on LinkedIn. To date they have proven highly predictive of BrainChip relationships ... the list on the Iceberg has many below the water nominees that have been "liked" by these two. I'm feeling pretty confident they will rise above the surface !

 

[Bravo]

Yummy...

 

[Filobeddo]

Here's a little teaser for you mate............patience is a virtue ...........



View attachment 9698

 

[DingoBorat]

For what it's worth:

akida-camera/akida_camera.py at master · stdp/akida-camera

Learning how to use the Akida neuromorphic processor with a Camera feed - stdp/akida-camera

github.com

def infer(self):
        while True:
            input_array = camera.get_input_array()
            predictions = self.model_ak.predict_classes(input_array, num_classes=NUM_CLASSES)
            if predictions[0] in SAVED:
                self.camera.label = LABELS.get(predictions[0], predictions[0])
                self.camera.shots = "{} shot/s".format(SHOTS.get(predictions[0]))
            time.sleep(1 / INFERENCE_PER_SECOND)

This is logic to get a frame from a webcam to process with akida, eg. the one shot learning demo

Do you work for Brainchip, now Uiux ..
Not from the coding, just you barely post anymore..

Don't give a Shareman answer

 

[MADX]

We're you impressed with the Agm and do you think Brn akida will be involved in a billon products long-term

Certainly was impressed as I posted on my return. Since then, in my new self-appointed role as "BRN Influencer", I have created two more BRN share purchasers.
If FF says a billion, that's it.

 

[thelittleshort]

Here's a little teaser for you mate............patience is a virtue ...........



View attachment 9698

 

[BaconLover]

Even have a space ready for Brainchip.

The spider web is starting to spread over the entire automotive and robotics industry.

The CEO Sean Hehir is probably already looking forward to being judged on his performance at next years AGM.

My opinion and speculation only but @BaconLover has a few adjustments to make to the Iceberg.
FF

AKIDA BALLISTA

Hmm not sure the exact date when, but Prophesee is already on top of the iceberg. So I assume we must have seen some confirmation for us to move it up.

Goes to show 1000 one eyed eyes find things with their research before anyone else. What a great community

 

[Fact Finder]

Playing devils advocate for a minute, my calculate revenue by royalties x price of royalties. With all these partnerships coming out and interconnecting with their own ecosystems it would be easy to imagine market(s) saturation. @MC🐠 thanks.

What I’m not 100% convinced on is average price per royalty, could we be potentially over estimating here? @Fact Finder what do you think?

Comparing ARM Holdings, they have 2021 revenue of $2.7b from a total of ~$30b chips sold this year which gives an average of $0.10 revenue per chip. Why is this so low?

Arm Delivers Record Revenues and Record Profits in FY21

2021 total revenues were up 35% to $2.7Bn with strong growth in both royalty and non-royalty revenue.

www.arm.com

Makes me wonder if we’re doing IP, and agreements aren’t disclosed, then what are the chances we could be overstating this 10x.

Or does it even matter, with a conservative $60b market by 2025 and Akida being best in class/ first in class we achieve a more likely 50% share like @chapman89 says, then multiply by 15x (ARM ranges from 10-25x) we get $450bn USD MC. Hmm…

Hi Lex55
There has been some criticism of how ARM works in terms of maximising its revenue but the first real differentiator to Brainchip is that Brainchip owns the IP to the AKIDA Neural fabric and as such unlike ARM that has multiple different companies even Brainchip's IP it does not have to share the royalties from AKIDA.

ARM will however have to pass on royalties to Brainchip. So the average return of 10 cents a chip even when the primary IP is belongs to someone else is not bad though as I said some commentators think that is low and could be improved. Nvidia certainly did.

The ARM revenue model is therefore not the Brainchip revenue model the only similarity between the two is that ARM like Brainchip is fabless.

Now you could argue that ARM is less risky in its approach as it is not dependent on one IP to take on the world as Brainchip does but if the AKIDA IP is revolutionary, best in class and 3 years ahead of the next competitor and in the right space at the right time the extra risk is significantly diminished and the profit margin is as the former CEO Mr. Dinardo stated in the order of 97%.

On the question of how much will be received as a royalty is an open question and the best we have on this is in the first Pitt Street Research Report from last year and it is worth revisiting.

My opinion only DYOR
FF

AKIDA BALLISTA

PS: If you take 1% of the 200 billion automotive semiconductor market by 2040, 1% of the edge 71 billion market by 2025 and 1% of the 188 billion medical market I think that this adds up to more than 2.7 billion and Brainchip does not share as ARM does.