BRN Discussion Ongoing

[Fullmoonfever]

Obviously the consensus appears to be that we won't see much new $ flowing in this qtrly and this may turn out to be correct.

From memory there was some residual carried forward from last year which may show up you would think plus anything new would be a nice bonus.

Regardless of what we may be expecting, we know it is the wider mkt that will dictate how the SP reacts and I realistically expect the vultures to grind it further downwards if we can't show something positive trending.

What I am hopeful for is a joint release of the qtrly with maybe confirmation of say Akida 2.0 release and info re transformers etc to offset any mkt reservations with the qtrly.

 

[Perhaps]

"We may know nothing until royalties start coming in!"

When Royalties start coming in, how would we know which product has AKIDA in it?

Maybe never. Do you know all parts of your smartphone by name?

 

[Techinvestor17]

"We may know nothing until royalties start coming in!"

When Royalties start coming in, how would we know which product has AKIDA in it?

I think it will be obvious by the products description

 

[Techinvestor17]

Obviously the consensus appears to be that we won't see much new $ flowing in this qtrly and this may turn out to be correct.

From memory there was some residual carried forward from last year which may show up you would think plus anything new would be a nice bonus.

Regardless of what we may be expecting, we know it is the wider mkt that will dictate how the SP reacts and I realistically expect the vultures to grind it further downwards if we can't show something positive trending.

What I am hopeful for is a joint release of the qtrly with maybe confirmation of say Akida 2.0 release and info re transformers etc to offset any mkt reservations with the qtrly.

Same, im more interested in the future product roadmap. Unfortunately the share price is going to get hammered most likely the same as the last quarterly and to compound that will be the dropping out of the asx200.

 

[Bravo]

Here's some more info from Pitt Street Research's Report 20/08/2021 Welcome to the Revolution.

 

[Xray1]

Thanks for your solid input.

I have asked those questions and they don't know either, so I'll wait for the upcoming AGM to direct those questions directly to Sean.

We all (assume) would like to know, wouldn't we?

How much is a IP License fee....5 million USD? I've forgotten.

FYI .....Old news

In a key development for the processor’s commercialisation, BrainChip has signed an intellectual property licensing agreement with major semiconductor manufacturer Renesas Electronics America. Under the agreement, Renesas will gain the single-use, royalty-bearing, worldwide design license for the rights to use the Akida IP, as well as connected support services from BrainChip.

In exchange, BrainChip can expect ongoing royalty payments, as well as further conditional payments based on the volume of processors sold.

 

[Stable Genius]

Seems the Government ( this is from an Australian Government site, not sure of U.S ) can use our IP without any licensing for defence purposes. I’m definitely no expert though.

Government use of your IP​

In rare cases, the Government may need to use your IP. Under the 'Crown use' provisions in the Patents Act 1990 and Designs Act 2003, the Australian Government and state or territory governments can:

• Use your patent or design right without permission
• Sell products produced under the 'Crown use' provisions.

Invoking crown use is very rare, however, it may be used in national emergencies or for defence purposes.

If the Government exercises this power, they must:

• Inform you of the use of your IP as soon as possible
• Supply information you reasonably require, unless contrary to public interest
• Reimburse you for the use of your IP.

If you believe the Government hasn't used your IP appropriately, you can apply to the Federal Court of Australia or a state or territory Supreme Court to challenge the use of your IP right.

Hi TC,

I think this is the answer: Just like in the Castle:

Section 51(xxxi) of the Constitution currently allows the Parliament to make laws for the acquisition of property on just terms from any state or person for any purpose in respect of which the Parliament has power to make laws.
https://www.aph.gov.au › pubs › pr...

'Property' and acquisition on just terms​

I think it would have to be exceptional circumstances though and you could argue through the courts to be fairly compensated. We’re not in China!

 

[Slade]

IP Licenses are Brainchips play first and foremost, as without them being signed there is no royalty stream..end of story.

We are all aware or should be that the royalty stream is where the real revenue is long term, I also only mentioned our EAP customers, as in
at least 8 Tier 1 companies, not small fry, why won't they commit do you think?

"This year will be about hopefully some more licenses and some engineering fees", that's exactly what I am referring to, I appreciate
your view, but you appear to have got caught up on my word "play"

"Brainchips play are royalties, not IP licenses." We are following the ARM business model as a supplier of IP, that's our "initial play"

I do agree with your view on the other matters that you raised, cheers.

Tech

Hi Tech,
I’m only guessing and I figure the answer to your question is probably very complicated. I think part of the answer comes from when the early EAPs were established. During this time Brainchip was in a very early phase of its development and still trying to figure out the right path forward. In some ways I think the early EAPs might still be experiencing privledges that new customers are not. Since then, we have seen a lot of expert staff hired and a much clearer strategy put in place which I think will put a lot more focus on closing sales. I get the gut feeling that our original EAPs like Ford and Valeo are in the enviable position of being able to wait for Akida 2.0 before they step out from their NDA.
There is also our growing ecosystem of parters that I find interesting. I wonder whether some of our early EAPs have now been passed onto our partners to sign commercial contracts. I have no idea about how these kind of arrangements work but I hope we can get some clarity at the next AGM.

 

[Fullmoonfever]

Was having a look around on Prophesee info and came across the CVPR from 2021.

Understand this is prior to the release of our partnership news though I believe we were in discussions with them back in 2021 from memory.

Anyway, link to the program which includes presenters slides and video recording links. May or may not have been covered previously.

Haven't had chance to review / watch as yet but posting fwiw to kill some time while we wait for the qtrly and hopefully an add on Ann.

Couple that could be interesting is the one by Luca at Prophesee and also Greg Cohen at WSU where he discusses their space camera but also the Foosball which we all saw in an article a while ago which mentioned Akida & Intel neuromorphic.

The slides from Luca, I did look at, and was curious on the last several applications listed. The ones prior was "public" and generally had the partner listed whereas the last ones (where I believe we could assist with) were listed as undisclosed at that time. Couple example snips below & hoping we're well advanced with testing / integration with Prophesee.

CVPR 2021 Workshop on Event-based Vision

tub-rip.github.io

https://tub-rip.github.io/eventvision2021/slides/CVPRW21_Prophesee_Luca_Verre.pdf

 

[Iseki]

Would this be similar to all the Partnerships being announced on social media but not the asx ?

Totally. Unless there is a known level of revenue attributable, it's not material...

 

[Iseki]

BRN IP royalties should only be paid at the point of chip production by BRN partners and Licensees.
BRN clients are not consumers.

I think you will find that the license fee only applies to what the BRN client can sell.
I guess the bottom line is that we all hope it becomes so compelling to have akida ip in you average CPU, that it get's put in their just in case it's needed.

 

[equanimous]

Was having a look around on Prophesee info and came across the CVPR from 2021.

Understand this is prior to the release of our partnership news though I believe we were in discussions with them back in 2021 from memory.

Anyway, link to the program which includes presenters slides and video recording links. May or may not have been covered previously.

Haven't had chance to review / watch as yet but posting fwiw to kill some time while we wait for the qtrly and hopefully an add on Ann.

Couple that could be interesting is the one by Luca at Prophesee and also Greg Cohen at WSU where he discusses their space camera but also the Foosball which we all saw in an article a while ago which mentioned Akida & Intel neuromorphic.

The slides from Luca, I did look at, and was curious on the last several applications listed. The ones prior was "public" and generally had the partner listed whereas the last ones (where I believe we could assist with) were listed as undisclosed at that time. Couple example snips below & hoping we're well advanced with testing / integration with Prophesee.

CVPR 2021 Workshop on Event-based Vision

tub-rip.github.io

https://tub-rip.github.io/eventvision2021/slides/CVPRW21_Prophesee_Luca_Verre.pdf

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With the vibration monitoring you will be able to attach that sensor to a cricket bat, baseball bat, tennis racket and get instant notification when you hit the sweet spot for training. It will eventually be able to detect a persons emotions and irregular heart beats via a phone.
I wander how professor Barry Marshall is doing these days??

 

[FJ-215]

With the vibration monitoring you will be able to attach that sensor to a cricket bat, baseball bat, tennis racket and get instant notification when you hit the sweet spot for training. It will eventually be able to detect a persons emotions and irregular heart beats via a phone.
I wander how professor Barry Marshall is doing these days??

Smart cricket ball

 

[Fullmoonfever]

Couldn't recall if posted prev and tbh didn't search.

Wonder how the update mid Dec re Transformers fits?

Is it to do with interface of third party models or to with ours or combination or...??

Might need @Diogenese thoughts if not already provided b4.

Upgrade to akida/cnn2snn 2.2.6 and akida_models 1.1.8​

Latest

Compare

ktsiknos-brainchip released this Dec 14, 2022
2.2.6-doc-1
d334eea

Update akida and cnn2snn to version 2.2.6​

New features​

• [akida] Upgrade to quantizeml 0.0.13
• [akida] Attention layer
• [akida] Identify AKD500 devices
• [engine] Move mesh scan to host library

API changes​

• [engine] toggle_learn must be called instead of program(p,learn_enabled)
• [engine] set_batch_size allows to preallocate inputs

Bug fixes​

• [engine] Memory can grow indefinitely if queueing is faster than processing

Update akida_models to 1.1.8​

• updated CNN2SNN minimal required version to 2.2.6 and QuantizeML to 0.0.13
• VWW model and training pipeline refactored and aligned with TinyML
• Layer names in almost all models have been updated in preparation for quantization with QuantizeML
• Tabular data models and tools have been removed from the package
• Transformers pretrained models updated to 4-bits
• Introduced calibration utils in training toolset
• KWS and ImageNet training scripts now offer a "calibrate" CLI action
• ImageNet training script will now automatically restore the best weights after training

 

[Fullmoonfever]

Another item maybe or maybe not posted but I haven't seen it myself.

There was a conference Nov last year in Syd and I see a team from BRN did a presso as below.

Haven't tried to search the paper yet.

Appears based on Akidanet models for agri crop / weed ID at the edge.

DICTA 2022 Sydney

 

[Fullmoonfever]

Another item maybe or maybe not posted but I haven't seen it myself.

There was a conference Nov last year in Syd and I see a team from BRN did a presso as below.

Haven't tried to search the paper yet.

Appears based on Akidanet models for agri crop / weed ID at the edge.

DICTA 2022 Sydney

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Just found the connection.

From memory I think the award that Vi got was discussed previously which relates back to that presso.

Defence Science and Technology Group (DSTG) on LinkedIn: #defencescience #humansciences

Hurry! Abstracts for the Defence Human Sciences Symposium (DHSS) are due by Monday 15 August. DHSS is the key forum for sharing your ideas on applying human…

au.linkedin.com

 

[Vladsblood]

Over one month now and no updates so hopefully they are saving some sweet surprises for the 4C.
Not too much expected though until agm presso.
For what we’re holding in our collective hands we do have an extremely small MC atm,but…when our Board releases our true numbers/positions/partnerships $$$$$ one way is only up many multiples of our minnow MC that we are at currently.
Nice when we are 10x20x40x 60x plus and only maybe 2/3 more years. Worth the waiting for sure. Vlad

 

[Bravo]

Brainchip??? Joining the dots!

Re Snapdragon 8 Gen 2, I find it really interesting that Qualcomm says theres a bunch of architectural changes giving it extra performance boost and per watt improvement and INT 4 will be used a lot for camera functions and the Sensing Hub was given an extra AI processor.

This Qualcomm video on the Sensing Hub 11 Nov 2022 says it can "feel" your footsteps.

Mobile AI | On-Device AI | Qualcomm®

Learn about the advantages of AI on-device, such as improved user privacy and enhanced application performance. Unlock the power of mobile AI today.

www.qualcomm.com

Qualcomm’s Snapdragon 8 Gen 2 Announced – Huge Power And...

At its annual Snapdragon Tech Summit, Qualcomm has taken the veil off of its supercharged Snapdragon 8 Gen 2 mobile platform. Naturally, performance in almost all regards has improved, but so too have the overall capabilities - especially those that revolve around AI.

techgage.com

The future of model efficiency for edge AI

www.qualcomm.com

 

[VictorG]

I don't know but wouldn't be surprised if there is something for Brainchip in this, but if you feel like a little digging, I think I'll leave this here
Flex Logix and Brainchip have a few partners in common and their technology would work well together.

InferX™ Inference Accelerator IP​

High Throughput, Low Cost, Low Power​

The InferX AI accelerator IP is in development.
More information coming in Q1 2023.
contact us at: info at flex-logix.com

 

[Stable Genius]

Nanose was my original reason for buying into Brainchip so it’s great to see this still in the pipeline!

Hossam Haick on LinkedIn: #unitedkingdom #israel

It was an honour to host on campus Lord (Tariq) Ahmad of Wimbledon, Minister of State for the Middle East, North Africa, South Asia, and United Nations at the…

www.linkedin.com