BRN Discussion Ongoing

[Bravo]

Texas Instruments

New processors make edge AI more accessible while cutting power consumption in half​

Engineers can meet form-factor requirements and deploy smart designs anywhere with power-efficient processors

---

News provided by
Texas Instruments
Jun 02, 2022, 09:00 ET

Share this article​

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---

DALLAS, June 2, 2022 /PRNewswire/ -- Expanding on its history of delivering highly integrated processors, Texas Instruments (TI) (Nasdaq: TXN) today introduced new Sitara™ AM62 processors that help expand edge artificial intelligence (AI) processing into next-generation applications. The low-power design of the new processors enables support for dual-screen displays and small-size human-machine interface (HMI) applications. For more information, see ti.com/product/AM625.

Engineers can meet form-factor requirements and deploy smart designs anywhere with power-efficient processors.

TI will showcase the new AM62 processors and demonstrate system-level solutions for edge AI and electric vehicle charging HMI applications in booth No. 215 at embedded world in Nuremburg, Germany, June 21-23, 2022. For more information, see ti.com/embeddedworld.
The next generation of HMI will bring new ways of interacting with machines, such as enabling gesture recognition to give commands in a noisy factory environment or enabling the control of machines by phones or tablets with a wireless connection. Adding edge AI features to HMI applications, including machine vision, analytics and predictive maintenance, can help bring a new meaning to HMI that goes beyond a mere interface to enable human-machine interaction. AM62 processors bring analytics to edge devices at low power, including suspend states as low as 7 mW and no need to design for thermal considerations, which can give engineers flexibility to deploy these capabilities in size-constrained applications or industrial environments.
Bring intelligence to new applications with cost-effective edge AI
Starting at less than US$5, the AM62 processor brings low-cost analytics to HMI devices by enabling basic camera-based image processing and edge AI functions, such as detecting and recognizing objects. AM62 processors also enable dual-screen, full high-definition displays and support for multiple operating systems, including Mainline Linux® and Android™ operating systems. AM62 processors also support both wired and wireless connectivity interfaces. To learn more about how edge AI capabilities are evolving HMI applications, see the technical article, "Three key considerations for the next generation of HMI."
Reduce system power consumption by as much as 50%
AM62 processors can reduce power consumption in industrial applications by as much as 50% compared to competing devices, enabling an application powered by AA batteries to remain on for over 1,000 hours. This is possible through a simplified power architecture; the device features only two dedicated power rails and five power modes. Deep sleep mode at <5 mW enables longer battery life, while an active power of <1.5 W is made possible by a core voltage of 0.75 V. Reducing system power consumption extends battery life and helps engineers meet design requirements for handheld or size-constrained devices that can be deployed anywhere. Achieving optimal power performance is further simplified with the new TPS65219, a companion PMIC specifically designed to meet AM62 processor power supply requirements.
Simplify development complexity with access to hardware and software tools and resources
A wide range of tools and resources for AM62 processors provides flexible options for development and can help reduce cost and complexity barriers to design. Multiple open-source software solutions, including Mainline Linux, simplify the application development process and help achieve faster time to market. A rich hardware ecosystem, including a third-party evaluation module (EVM) starting at US$25, helps designers get started faster on application designs.
Package, availability and pricing
The AM625 and AM623 processors are now available through TI and authorized distributors in a 13-mm-by-13-mm, 425-pin ALW package, with pricing starting at less than US$5 in 1,000-unit quantities. Full and custom-quantity reels are available on TI.com and through other channels. The AM62 EVM is available on TI.com for US$149. Multiple payment and shipping options are available on TI.com.
About Texas Instruments
Texas Instruments Incorporated (Nasdaq: TXN) is a global semiconductor company that designs, manufactures, tests and sells analog and embedded processing chips for markets such as industrial, automotive, personal electronics, communications equipment and enterprise systems. Our passion to create a better world by making electronics more affordable through semiconductors is alive today, as each generation of innovation builds upon the last to make our technology smaller, more efficient, more reliable and more affordable – making it possible for semiconductors to go into electronics everywhere. We think of this as Engineering Progress. It's what we do and have been doing for decades. Learn more at TI.com.

New processors make edge AI more accessible while cutting power consumption in half

/PRNewswire/ -- Expanding on its history of delivering highly integrated processors, Texas Instruments (TI) (Nasdaq: TXN) today introduced new Sitara™ AM62...

www.prnewswire.com

 

[Euks]

This paper is a year old but I wonder if the next version of the Akida chip will address the issues holding back automated flying vehicles/aircraft….

It’s interesting read if you have a spare 10 minutes

 

[Fact Finder]

Just another for your addressable market list.

Image Sensor Market Size, Share, Trends, Opportunities & Forecast

Image Sensor Market size was valued at $16.26 Bn in 2020 and is projected to reach $34.11 Bn by 2028, growing at a CAGR of 9.80%

www.verifiedmarketresearch.com

Image Sensor Market size was valued at USD 16.26 Billion in 2020 and is projected to reach USD 34.11 Billion by 2028, growing at a CAGR of 9.80% from 2021 to 2028.

Key Players
Sony
Samsung
On Semi
Omnivision

With Sony and Samsung controlling approx 51% and 26% respectively.

1% = $341 Million USD or $488 Million AUD

1% of $200 billion = $2.000billion
1% of $188 billion = $1.880billion
1% of $ 71 billion = $ 700 million
1% of $34.1billion = $ 341 million

Total USD = $4.921 billion

For @chapman89 to be correct Brainchip needs to capture less than one quarter of one percent of the addressable market by 2025.

It has partnerships and or commercial deals announced with the following:

NASA
ISL & US Airforce Research
Intellisense
ARM
Edge Impulse
MegaChips
MOSCHIP
Renesas
Valeo
Ford
NVISO
Prophesee
Mercedes Benz
Biotome
NaNose
And about ten other EAP customers who were described by Mr. Dinardo as household names and or Fortune 500 companies that wish to remain unknown to preserve the KRYPTONITE advantage that being first to market with AKIDA gives them according to the CEO Sean Hehir and variously confirmed by Rob Telson and Ken Scarince and of this group all but one are expected by the CEO Sean Hehir and Peter van der Made to bring their products to market.

Then we have the statement from two investment analysts in articles that Brainchip has 500 customer engagements and the statement by former CEO Mr. Dinardo that Brainchip had well north of 100 NDA’s with potential customers back in 2020.

Is one quarter of one percent of the addressable market probable by 2025 OR a certainty.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Xhosa12345]

1% of $200 billion = $2.000billion
1% of $188 billion = $1.880billion
1% of $ 71 billion = $ 700 million
1% of $34.1billion = $ 341 million

Total USD = $4.921 billion

For @chapman89 to be correct Brainchip needs to capture less than one quarter of one percent of the addressable market by 2025.

It has partnerships and or commercial deals announced with the following:

NASA
ISL & US Airforce Research
Intellisense
ARM
Edge Impulse
MegaChips
MOSCHIP
Renesas
Valeo
Ford
NVISO
Prophesee
Mercedes Benz
Biotome
NaNose
And about ten other EAP customers who were described by Mr. Dinardo as household names and or Fortune 500 companies that wish to remain unknown to preserve the KRYPTONITE advantage that being first to market with AKIDA gives them according to the CEO Sean Hehir and variously confirmed by Rob Telson and Ken Scarince and of this group all but one are expected by the CEO Sean Hehir and Peter van der Made to bring their products to market.

Then we have the statement from two investment analysts in articles that Brainchip has 500 customer engagements and the statement by former CEO Mr. Dinardo that Brainchip had well north of 100 NDA’s with potential customers back in 2020.

Is one quarter of one percent of the addressable market probable by 2025 OR a certainty.

My opinion only DYOR
FF

AKIDA BALLISTA

Good job with decimals ff

 

[Fact Finder]

I concentrated really hard. FF

 

[thelittleshort]

Texas Instruments

 

[Gemmax]

View attachment 9765
View attachment 9766

Like your work TLS.

 

[Xhosa12345]

I concentrated really hard. FF

 

[Bravo]

Buy stocks of this global technology to cash in on EV Boom, UBS says​

NewsArea June 20, 2022 0 Comment

UBS has named its top technology stock pick to embark on the electric vehicle revolution. Analysts at UBS, led by Grace Chen, said on June 17 that “with the increase in EV penetration and the emergence of autonomous driving, we are seeing significant growth in the technology supply chain.” The global EV market will surpass the combined market size of personal computers, smartphones and servers. And increasing electrification and automation will drive electronic content per vehicle – presenting technology companies with a key growth opportunity, Chen said. Among the technology sectors, UBS believes that semiconductor suppliers will probably benefit the most, due to the significant increase in semiconductor content in an EV. The bank expects global semi-sales to more than triple from 30 30 billion in 2015 to 10 109 billion by 2030, driven by improved driver-assistance systems (ADAS) and powertrains. Among the stock pick power semi-space, UBS prefers Infineon, which they consider to be one of the “biggest and best-ranked” beneficiaries of the upcoming EV revolution. It prefers Nvidia in ADAS space. The bank sees stocks as a key holding for any growth portfolio and autos as a “rich playground” for the company. It also sees “plenty of opportunities” for the company to replicate partnerships with Mercedes and Jaguar Land Rover. Delta Electronics of Taiwan also made the UBS list. The bank believes that Delta EV exposure is “ahead of many Taiwanese hardware counterparts” and expects the company to grow its annual profit by 19% in 2022, driven primarily by its EV portfolio. UBS says it is bullish on Japanese electric motor maker Nidec to focus on the EV motor business. The bank also sees opportunities for the company in new areas, such as machine tools for EV parts. French automaker Valeo is another stock that UBS prefers. It believes that the company is one of the best auto suppliers in the market to increase its market share in EV Powertrain. Another analyst is favorite Irish automotive supplier Aptiv, which UBS says is one of the best quality names in the auto space. The bank also believes that the company is in a good position to capture the strength of the US market. The German automaker Vitesco Technologies also made the list. The bank noted that the company has completed its transition to electrification and is now one of the largest electrification product portfolios. Eye on Apple According to UBS, more than 50% of the content used in an EV is related to electronic content, compared to just over 10% of a traditional internal combustion vehicle. The bank believes that technology companies will benefit as EV brands are increasingly working directly with them, while the emergence of open platforms will enable technology companies to make their mark in the EV ecosystem. “We expect technology companies to accelerate investment in autos, due to the mature growth of IT products, and thus gain a foothold in the auto space from a small base,” Chen said. UBS is also keeping an eye on Apple – if the technology giant decides to enter the EV market. The bank said the company would probably be in an asset-light strategy that could turn the EV into a smartphone-like supply chain, according to Chen.

Buy stocks of this global technology to cash in on EV Boom, UBS says - Technology Means Tanmoyworld.com

UBS has named its top technology stock pick to embark on the electric vehicle revolution. Analysts at UBS, led by Grace Chen, said on June 17 that "with the increase in EV penetration and the emergence of autonomous driving, we are seeing significant growth in the technology supply chain." The...

tanmoyworld.com

 

[Bravo]

This device is supposed to enhance driving in a range of conditions for self-driving vehicles, especially at night. Whilst this article links to Intel's Loihi 2 , it is completely relevant to us because Akida is commercially available right now whereas Lohi is a research chip only.

Extract
“Today, everything is discrete components and running on conventional hardware. And here, we have the capacity to do in-sensor computing using a single device on one small platform.”

The team had previously worked on neuromorphic devices that can enable AI to work in remote regions and space.

“We had devices, which behaved like the synapses of the human brain, but still, we were not feeding them the image directly,” Roy says.

“Now, by adding image sensing ability to them, we have synapse-like devices that act like ‘smart pixels’ in a camera by sensing, processing and recognizing images simultaneously.”

​

An AI device that mimics the human eye may prove to be revolutionary​

• 3 days ago

An AI device that mimics the human eye may prove to be revolutionary

Researchers have developed an AI imaging technology that works across a range of spectra including ultraviolet, visible light and infrared.

www.trtworld.com

 

[Fact Finder]

Texas Instruments

New processors make edge AI more accessible while cutting power consumption in half​

Engineers can meet form-factor requirements and deploy smart designs anywhere with power-efficient processors

---

News provided by
Texas Instruments
Jun 02, 2022, 09:00 ET

Share this article​

https://thestockexchange.com.au/javascript:void(0)

---

DALLAS, June 2, 2022 /PRNewswire/ -- Expanding on its history of delivering highly integrated processors, Texas Instruments (TI) (Nasdaq: TXN) today introduced new Sitara™ AM62 processors that help expand edge artificial intelligence (AI) processing into next-generation applications. The low-power design of the new processors enables support for dual-screen displays and small-size human-machine interface (HMI) applications. For more information, see ti.com/product/AM625.

Engineers can meet form-factor requirements and deploy smart designs anywhere with power-efficient processors.

TI will showcase the new AM62 processors and demonstrate system-level solutions for edge AI and electric vehicle charging HMI applications in booth No. 215 at embedded world in Nuremburg, Germany, June 21-23, 2022. For more information, see ti.com/embeddedworld.
The next generation of HMI will bring new ways of interacting with machines, such as enabling gesture recognition to give commands in a noisy factory environment or enabling the control of machines by phones or tablets with a wireless connection. Adding edge AI features to HMI applications, including machine vision, analytics and predictive maintenance, can help bring a new meaning to HMI that goes beyond a mere interface to enable human-machine interaction. AM62 processors bring analytics to edge devices at low power, including suspend states as low as 7 mW and no need to design for thermal considerations, which can give engineers flexibility to deploy these capabilities in size-constrained applications or industrial environments.
Bring intelligence to new applications with cost-effective edge AI
Starting at less than US$5, the AM62 processor brings low-cost analytics to HMI devices by enabling basic camera-based image processing and edge AI functions, such as detecting and recognizing objects. AM62 processors also enable dual-screen, full high-definition displays and support for multiple operating systems, including Mainline Linux® and Android™ operating systems. AM62 processors also support both wired and wireless connectivity interfaces. To learn more about how edge AI capabilities are evolving HMI applications, see the technical article, "Three key considerations for the next generation of HMI."
Reduce system power consumption by as much as 50%
AM62 processors can reduce power consumption in industrial applications by as much as 50% compared to competing devices, enabling an application powered by AA batteries to remain on for over 1,000 hours. This is possible through a simplified power architecture; the device features only two dedicated power rails and five power modes. Deep sleep mode at <5 mW enables longer battery life, while an active power of <1.5 W is made possible by a core voltage of 0.75 V. Reducing system power consumption extends battery life and helps engineers meet design requirements for handheld or size-constrained devices that can be deployed anywhere. Achieving optimal power performance is further simplified with the new TPS65219, a companion PMIC specifically designed to meet AM62 processor power supply requirements.
Simplify development complexity with access to hardware and software tools and resources
A wide range of tools and resources for AM62 processors provides flexible options for development and can help reduce cost and complexity barriers to design. Multiple open-source software solutions, including Mainline Linux, simplify the application development process and help achieve faster time to market. A rich hardware ecosystem, including a third-party evaluation module (EVM) starting at US$25, helps designers get started faster on application designs.
Package, availability and pricing
The AM625 and AM623 processors are now available through TI and authorized distributors in a 13-mm-by-13-mm, 425-pin ALW package, with pricing starting at less than US$5 in 1,000-unit quantities. Full and custom-quantity reels are available on TI.com and through other channels. The AM62 EVM is available on TI.com for US$149. Multiple payment and shipping options are available on TI.com.
About Texas Instruments
Texas Instruments Incorporated (Nasdaq: TXN) is a global semiconductor company that designs, manufactures, tests and sells analog and embedded processing chips for markets such as industrial, automotive, personal electronics, communications equipment and enterprise systems. Our passion to create a better world by making electronics more affordable through semiconductors is alive today, as each generation of innovation builds upon the last to make our technology smaller, more efficient, more reliable and more affordable – making it possible for semiconductors to go into electronics everywhere. We think of this as Engineering Progress. It's what we do and have been doing for decades. Learn more at TI.com.

New processors make edge AI more accessible while cutting power consumption in half

/PRNewswire/ -- Expanding on its history of delivering highly integrated processors, Texas Instruments (TI) (Nasdaq: TXN) today introduced new Sitara™ AM62...

www.prnewswire.com

Texas Instruments are using an ARM processor which until they add AKIDA will not be something to crow about.

On the deep dive into the past I came across the 235 page data sheet and the thing that jumped out immediately was the following which hopefully pastes OK but it is at page 89 and it is the predicted operational life but not the warranty life of the Texas Arm chip:

7.3
Power-On Hours (POH)
COMMERCIAL EXTENDED AUTOMOTIVE
0°C to 95°C -40°C to 105°C -40°C to 125°C
100000 100000 20000(4)
POWER ON HOURS (POH)(1) (2) (3)
JUNCTION TEMPERATURE RANGE LIFETIME (POH)
(1) This information is provided solely for your convenience and does not extend or modify the warranty provided under TI's standard terms and conditions for TI semiconductor products.
(2) Unless specified in the table above, all voltage domains and operating conditions are supported in the device at the noted temperatures.
(3) POH is a function of voltage, temperature and time. Usage at higher voltages and temperatures will result in a reduction in POH.
(4) Automotive profile is defined as 20000 power on hours with a junction temperature as follows: 5%@-40°C, 65%@70°C, 20%@110°C,
and 10%@125°C

You will see that in Automotive use a maximum life is 20,000 hours but will be diminished by operating ambient temperatures.

Many automotive manufacturers are giving up to 7 years warranty. At five years over 43,000 hours will have elapsed and at 7 years over 60,000 hours.

I think it was @Deena who posted the first analysis from Macquarie Bank when it commenced to cover Brainchip earlier this year and they made a strong point that because AKIDA generated virtually no heat that it would outlast the products it was used in.

So think about this one tiny little advantage of outlasting the motor vehicle AKIDA is used in when it comes to the hard to access electronics behind the dashboard of your car.

Who here has had the experience of needing a $1.00 chip replaced accompanied by a $500 or $1,000 auto electrician/mechanics bill to remove and replace the dashboard even more if the airbags have to be removed.

AKIDA the KRYPTONITE behind up to 10 yet to be released commercial products.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Deleted member 118]

1% of $200 billion = $2.000billion
1% of $188 billion = $1.880billion
1% of $ 71 billion = $ 700 million
1% of $34.1billion = $ 341 million

Total USD = $4.921 billion

For @chapman89 to be correct Brainchip needs to capture less than one quarter of one percent of the addressable market by 2025.

It has partnerships and or commercial deals announced with the following:

NASA
ISL & US Airforce Research
Intellisense
ARM
Edge Impulse
MegaChips
MOSCHIP
Renesas
Valeo
Ford
NVISO
Prophesee
Mercedes Benz
Biotome
NaNose
And about ten other EAP customers who were described by Mr. Dinardo as household names and or Fortune 500 companies that wish to remain unknown to preserve the KRYPTONITE advantage that being first to market with AKIDA gives them according to the CEO Sean Hehir and variously confirmed by Rob Telson and Ken Scarince and of this group all but one are expected by the CEO Sean Hehir and Peter van der Made to bring their products to market.

Then we have the statement from two investment analysts in articles that Brainchip has 500 customer engagements and the statement by former CEO Mr. Dinardo that Brainchip had well north of 100 NDA’s with potential customers back in 2020.

Is one quarter of one percent of the addressable market probable by 2025 OR a certainty.

My opinion only DYOR
FF

AKIDA BALLISTA

I hope you never used a calculator and cheated on the 1%

 

[Fact Finder]

I hope you never used a calculator and cheated on the 1%

No calculator but had to line them up perfectly so I added up the right rows. FF

 

[Dr E Brown]

1% of $200 billion = $2.000billion
1% of $188 billion = $1.880billion
1% of $ 71 billion = $ 700 million
1% of $34.1billion = $ 341 million

Total USD = $4.921 billion

For @chapman89 to be correct Brainchip needs to capture less than one quarter of one percent of the addressable market by 2025.

It has partnerships and or commercial deals announced with the following:

NASA
ISL & US Airforce Research
Intellisense
ARM
Edge Impulse
MegaChips
MOSCHIP
Renesas
Valeo
Ford
NVISO
Prophesee
Mercedes Benz
Biotome
NaNose
And about ten other EAP customers who were described by Mr. Dinardo as household names and or Fortune 500 companies that wish to remain unknown to preserve the KRYPTONITE advantage that being first to market with AKIDA gives them according to the CEO Sean Hehir and variously confirmed by Rob Telson and Ken Scarince and of this group all but one are expected by the CEO Sean Hehir and Peter van der Made to bring their products to market.

Then we have the statement from two investment analysts in articles that Brainchip has 500 customer engagements and the statement by former CEO Mr. Dinardo that Brainchip had well north of 100 NDA’s with potential customers back in 2020.

Is one quarter of one percent of the addressable market probable by 2025 OR a certainty.

My opinion only DYOR
FF

AKIDA BALLISTA

Please correct me if I'm wrong here. Looking at the above figures for the sensor market at $34.1bn by 2028. Who will take what share of that market, sensor manufacturers, chip manufacturers, Sensor and chip IP, AI IP. Is a 1% share realisitic.
Somebody suggested that the IP revenue is somewhere between 2 and 5% of the price of the item (chip or sensor). For my income figures, I will go with 3% and Brainchip has a 50% market coverage. (Both figures are conservative).
This gives a potential revenue of ca $510m.
At 2% - $340m, 50% market share
At 5% - $850m, 50% market share

Given we are the only commercial IP that is proven right now then the 50% market share is very probably light.

Does this make sense?

If this is correct and we go with FF's figures above for all markets - $5bn in revenue at 80% profit (LDN said 97%) gives a $4bn profit in 2028.
At a PE of 20 it gives an $80bn MC. Given current shares on issue (1.8bn) = $44+ share price.
If figures are in US dollars then do your own sums for AUD share price!
All rough calcs
That is freakin scary!!!

PS. Loved the fact Graimatter were pissed they had missed out on Prophesee, as per the tweets earlier!

 

[Fact Finder]

Please correct me if I'm wrong here. Looking at the above figures for the sensor market at $34.1bn by 2028. Who will take what share of that market, sensor manufacturers, chip manufacturers, Sensor and chip IP, AI IP. Is a 1% share realisitic.
Somebody suggested that the IP revenue is somewhere between 2 and 5% of the price of the item (chip or sensor). For my income figures, I will go with 3% and Brainchip has a 50% market coverage. (Both figures are conservative).
This gives a potential revenue of ca $510m.
At 2% - $340m, 50% market share
At 5% - $850m, 50% market share

Given we are the only commercial IP that is proven right now then the 50% market share is very probably light.

Does this make sense?

If this is correct and we go with FF's figures above for all markets - $5bn in revenue at 80% profit (LDN said 97%) gives a $4bn profit in 2028.
At a PE of 20 it gives and $80bn MC. Given current shares on issue (1.8bn) = $44+ share price.
If figures are in US dollars then do your own sums for AUD share price!
All rough calcs
That is freakin scary!!!

PS. Loved the fact Graimatter were pissed they had missed out on Prophesee, as per the tweets earlier!

Yes but you could take the percentages from the Pitt Street Research Report which allows for royalties to be as high as 15% if the IP is unique enough.

Or you could take the $200 billion which is the value of semiconductors in automotive by 2040 and as AKIDA is a semiconductor apply 50% coverage and achieve $100 billion.

There is no right answer as such but any way we cut the mustard @chapman89 ’s predicted $500 million by 2025 is not hype.

If he is out by 50% and it is only $250 million USD by 2025 Brainchip will be flying or orbiting.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[RobjHunt]

BrainChip, I feel the force is strong with this one.

 

[Dr E Brown]

Yes but you could take the percentages from the Pitt Street Research Report which allows for royalties to be as high as 15% if the IP is unique enough.

Or you could take the $200 billion which is the value of semiconductors in automotive by 2040 and as AKIDA is a semiconductor apply 50% coverage and achieve $100 billion.

There is no right answer as such but any way we cut the mustard @chapman89 ’s predicted $500 million by 2025 is not hype.

If he is out by 50% and it is only $250 million USD by 2025 Brainchip will be flying or orbiting.

My opinion only DYOR
FF

AKIDA BALLISTA

My flux capacitor can’t cope if the return is 15% on IP!
Great Scot!

 

[Pmel]

My opinion dyor.

People waiting for the revenue to kick in first dont realise that the SP wont be cheap then and have to pay the premium whihc could lot more it could be x3 ,x5 or x10 who knows.

 

[RobjHunt]

BrainChip, I feel the force is strong with this one.

Push you good thing....puuuush!

 

[AARONASX]

My flux capacitor can’t cope if the return is 15% on IP!
Great Scot!

Neither can my heart