BRN Discussion Ongoing

alwaysgreen

Top 20
I haven't bought any for a while, but if there's an opportunity I'll be making use of it this time around.

It's a good question for the upcoming AGM, something I doubt the management will give a clear cut answer, but may be some sort of guidance would suffice? It would be a popular question that's for sure.

Don't quote me because I have the memory of a goldfish but didn't Sean mention that he would be able to provide earnings guidance at the next AGM?
 
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Frodolfo

Member
Hallo aus dem kalten Deutschland. Kennt jemand "Axelera"? (Wettbewerber). Und in der NVISO-Unternehmenspräsentation erwähnt ... Demnächst ...
 
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Yoda

Regular
However, There needs to be a time when we all have to take off our rose coloured glasses and see actual at least break even revenues coming in.
I believe that will come but it is certainly slower than expected. This is in part probably due to overall market and economic conditions. We are dependent on client investment and we are in an inflationary environment where money isn't as cheap as it used to be and is getting more expensive (interest rate hikes) not to mention the extraordinary effect of the panedemic. However, there is clearly a market for this revolutionary product and given this revenue seems to just be a matter of time. It is frustrating for shareholders who perhaps have had their own vision of what the timeline might look like, and the company executives too. I'm happy to sit and wait, I've been in this for years with a big investment and I'm not going to pull out now when I'm still confident about the future of the company. It is however increasingly harder to explain the waiting game to my wife (!) and I'm finding that difficult but despite that I'm holding tight! I know I will have the last laugh eventually :)
 
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Foxdog

Regular
However, There needs to be a time when we all have to take off our rose coloured glasses and see actual at least break even revenues coming in.
100% - potential dot joining can only last for so long.
 
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Tezza

Regular
I'm more interested in the narrative that comes out, than the actual figures!
 
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Dhm

Regular
Yes please
Rip the bandaid off and get it over and done with 😂
FWIW I believe the Band-Aid was ripped off somewhere between $2-34 and 65c. Many of us are laid bare but like many religious folk we believe in another life.

The shareholders generally know a good deal more about Brainchip than this time last year and what we see excites us. But shorters have played a deft hand at instilling uncertainty and doubt. Luckily this forum has been a bit like Alcoholics Anonymous and we have been supporting each other whilst digging up multiple gems. Besides others a big thank you to @Fact Finder. Please consider coming back ❤️ And of course @zeeb0t.

So I have far less fear of the next 4C than last time because of the rock that this forum plays and the fact that the SP has been rung through the wringer. And ARM and Prophesee and Intel and MegaChips. All rock solid reasons to hold firm. And I have a small reserve if the SP drops.

This is the thing in my mind….WE HAVE BEEN DERISKED!
 
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mrgds

Regular
I put this on the other BRN page, the good the bad and the ugly.
And I worked out about 6 years on average.

I put this up on the other BRN page, the good ,the bad and the ugly the other day
The 3 companies that I compare, on a average of 6 years it work out to be.

On 1 May in 2016 NVIDIA = $5.00 per share just before it started gaining traction
On 1 Nov. in 2021 NVIDIA = $325 per share that's what it peaked at after 5 years (65 bagger)

On 1 Mar in 2016 AMD = $4.50 per share again just before it started gaining traction
On 1 Nov in2017 AMD = $158 per share Again that is what it peaked at after 5 years (35 bagger)

On 1 Mar in 1992 Intel = $1.50 per share This took 3 years longer to gain traction
On 1 June in 2000 Intel = $75 per share Is what it peaked at after 8 years (50 bagger)

So on average of 6 years per Company = average 50 bagger

BrainChip over 6 years as of today
On 19/01/2023 BrainChip = .66 cents per share
So on average on 19/01/2029 the price works out to be .66cents x 50 baggers = $33

Of course, this is only on averages.😁
But I must admit. I would be happy with that. 🤑
But as you all know this is just HYPOTHETICAL, hoping it turns to Reality 🥺
February 2020 ................. so 3yrs ago BRN was $0.05 .................. so roughly a 13 bagger to today
MB announcement got us to $2.40 .................. so roughly a 50 bagger from three years ago.

With so much "in the pipeline " ................ 3 more yrs and the s/p is anyones guess, maybe another 50 bagger? ( $33-36 )

Pantene ...................... AKIDA BALLISTA
 
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equanimous

Norse clairvoyant shapeshifter goddess
February 2020 ................. so 3yrs ago BRN was $0.05 .................. so roughly a 13 bagger to today
MB announcement got us to $2.40 .................. so roughly a 50 bagger from three years ago.

With so much "in the pipeline " ................ 3 more yrs and the s/p is anyones guess, maybe another 50 bagger? ( $33-36 )

Pantene ...................... AKIDA BALLISTA
Sadly many people can not understand or see this...
 
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Evermont

Stealth Mode
Interesting read. Shared by Edge Impulse on LinkedIn.

This Startup Is Using AI to Unearth New Smells​

Google Research spinout Osmo wants to find substitutes for hard-to-source aromas. The tech could inspire new perfumes—and help combat mosquito-borne diseases.

The company hasn’t built any sensors yet for capturing smells into digital signals—or devices to “print” smells, for that matter—but Wiltschko says they are collaborating with outside researchers to do so. Wiltschko calls the problem “ridiculously hard” and says it will take years.

 
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equanimous

Norse clairvoyant shapeshifter goddess
Interesting read. Shared by Edge Impulse on LinkedIn.

This Startup Is Using AI to Unearth New Smells​

Google Research spinout Osmo wants to find substitutes for hard-to-source aromas. The tech could inspire new perfumes—and help combat mosquito-borne diseases.

The company hasn’t built any sensors yet for capturing smells into digital signals—or devices to “print” smells, for that matter—but Wiltschko says they are collaborating with outside researchers to do so. Wiltschko calls the problem “ridiculously hard” and says it will take years.

help combat mosquito-borne diseases... @uiux Protection solution coming to fruitition..
 
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mrgds

Regular
There was s/p movement at the station
as the word had past around,
that the 4c had been drafted
and it didn"t bring a frown.

.................................................................mrgdsPatterson ............................................................

AKIDA BALLISTA
 
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RobjHunt

Regular
Anyone know whether these 9930 trades are buys or sells? Seems odd.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Morning Brain Fam,

Just wanted to remind everyone about this extract from an article from September 2022 which says the first of Mercedes vehicles using Qualcomm's Snapdragon cockpit processor with it's next-gen infotainment system is set to launch in 2023. Also, lets not forget what Markus Shafer had to say in his LinkedIn post about Neuromorphic Computing, (specifically mentioning BrainChip), and it's ability to unlock major advances in how we communicate with our cars including on-board analysis of video and speech data.

This leads me to believe/speculate that the following parties have collaborated in this Mercedes next-gen infotainment system launching 2023 - Mercedes, Qualcomm, Cerence, BrainChip.

DYOR because I could be wrong (but I'm pretty sure I'm not).😝




Lam.png




Q am.png


https://www.qualcomm.com/news



Mercedes-Benz and Qualcomm Collaborate to Power Upcoming Mercedes Vehicles with Snapdragon Digital Chassis Solutions​

Mercedes to Utilize Snapdragon Cockpit and Auto Connectivity Platforms to deliver best-in-class driving experiences-
SEP 23, 2022NEW YORK
Qualcomm products mentioned within this press release are offered by Qualcomm Technologies, Inc. and/or its subsidiaries.




Mercedes-Benz AG and Qualcomm Technologies, Inc. today announced the companies’ work to utilize Snapdragon® Digital Chassis™ solutions to bring the latest and most digitally advanced capabilities to upcoming Mercedes-Benz vehicles. Building on the companies’ long-standing technology relationship spanning across multiple technology generations, Mercedes-Benz is integrating Snapdragon® Cockpit Platforms to power digital cockpits, as well as Snapdragon® Automotive Connectivity Platforms for telematics systems, in upcoming vehicles. Combining Mercedes-Benz’s expertise in vehicle innovation with Qualcomm Technologies’ growing portfolio of automotive solutions, the companies’ collective efforts are aimed to deliver personalized, intuitive, and safer driving experiences to consumers.
As digital cockpits continue to play a critical role in enabling robust and premium in-vehicle experiences that consumers now expect, Mercedes-Benz is leveraging the Snapdragon Cockpit Platforms to power intuitive and intelligent infotainment systems. With the Snapdragon Cockpit Platforms, these next generation systems will feature rich, immersive in-vehicle experiences, as well as highly intuitive artificial intelligence (AI) experiences for in-car virtual assistance, natural interactions between the vehicle and driver, adapting the vehicle to suit the driver and passenger.
Utilizing the Snapdragon Automotive Connectivity Platforms, Mercedes-Benz vehicles features ultra-fast connectivity, quick network response times and reliability needed to support always on always connected experiences and safety.
“For many years, Qualcomm Technologies has helped us deliver innovative solutions to our customers,” said Magnus Ostberg, chief software officer, Mercedes-Benz AG. “Our strong relationship is vital to guiding the automotive industry through a time of exceptional growth and technological disruption.”
“We are proud to bring our Snapdragon Digital Chassis solutions to Mercedes-Benz,” said Nakul Duggal, senior vice president & GM, automotive, Qualcomm Technologies, Inc. “Our technology partnership is transforming Mercedes-Benz vehicles as we deliver unparalleled compute, performance, AI and safety experiences by providing premium solutions for their next generation of automobiles.”
About Qualcomm
Qualcomm is the world’s leading wireless technology innovator and the driving force behind the development, launch, and expansion of 5G. When we connected the phone to the internet, the mobile revolution was born. Today, our foundational technologies enable the mobile ecosystem and are found in every 3G, 4G and 5G smartphone. We bring the benefits of mobile to new industries, including automotive, the internet of things, and computing, and are leading the way to a world where everything and everyone can communicate and interact seamlessly.
Qualcomm Incorporated includes our licensing business, QTL, and the vast majority of our patent portfolio. Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated, operates, along with its subsidiaries, substantially all of our engineering, research, and development functions, and substantially all of our products and services businesses, including our QCT semiconductor business.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Mike Davies discussing neuromorphic computing with Anastasi In Tech - posted 2 hours ago by Intel Labs
Edit: Video is a month old

View attachment 27893



Thanks for posting @thelittleshort!

I love it that Mike Davies says something along these lines "If you want to deploy the intelligence out into the world, into systems, into vehicles, into robots, or even into your cell phone, there's that realtime interaction that's required. Thats where neuromorphic will really thrive and succeed in the future."

It's pretty cool that a Digital Design Engineer at Apple 🍏 has "liked" this and commented that Mike "really knows what he's talking about".

Is it too early to pop open a bottle of champers?

giphy.gif



Screen Shot 2023-01-25 at 12.03.57 pm.png
 
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alwaysgreen

Top 20
No
Thanks for posting @thelittleshort!

I love it that Mike Davies says something along these lines "If you want to deploy the intelligence out into the world, into systems, into vehicles, into robots, or even into your cell phone, there's that realtime interaction that's required. Thats where neuromorphic will really thrive and succeed in the future."

It's pretty cool that a Digital Design Engineer at Apple 🍏 has "liked" this and commented that Mike "really knows what he's talking about".

Is it too early to pop open a bottle of champers?

View attachment 27917


View attachment 27916
I hope the other members of the group he's talking about are Peter and Anil.
 
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MDhere

Top 20
Morning Brain Fam,

Just wanted to remind everyone about this extract from an article from September 2022 which says the first of Mercedes vehicles using Qualcomm's Snapdragon cockpit processor with it's next-gen infotainment system is set to launch in 2023. Also, lets not forget what Markus Shafer had to say in his LinkedIn post about Neuromorphic Computing, (specifically mentioning BrainChip), and it's ability to unlock major advances in how we communicate with our cars including on-board analysis of video and speech data.

This leads me to believe/speculate that the following parties have collaborated in this Mercedes next-gen infotainment system launching 2023 - Mercedes, Qualcomm, Cerence, BrainChip.

DYOR because I could be wrong (but I'm pretty sure I'm not).😝




View attachment 27912



View attachment 27913

https://www.qualcomm.com/news



Mercedes-Benz and Qualcomm Collaborate to Power Upcoming Mercedes Vehicles with Snapdragon Digital Chassis Solutions​

Mercedes to Utilize Snapdragon Cockpit and Auto Connectivity Platforms to deliver best-in-class driving experiences-
SEP 23, 2022NEW YORK
Qualcomm products mentioned within this press release are offered by Qualcomm Technologies, Inc. and/or its subsidiaries.




Mercedes-Benz AG and Qualcomm Technologies, Inc. today announced the companies’ work to utilize Snapdragon® Digital Chassis™ solutions to bring the latest and most digitally advanced capabilities to upcoming Mercedes-Benz vehicles. Building on the companies’ long-standing technology relationship spanning across multiple technology generations, Mercedes-Benz is integrating Snapdragon® Cockpit Platforms to power digital cockpits, as well as Snapdragon® Automotive Connectivity Platforms for telematics systems, in upcoming vehicles. Combining Mercedes-Benz’s expertise in vehicle innovation with Qualcomm Technologies’ growing portfolio of automotive solutions, the companies’ collective efforts are aimed to deliver personalized, intuitive, and safer driving experiences to consumers.
As digital cockpits continue to play a critical role in enabling robust and premium in-vehicle experiences that consumers now expect, Mercedes-Benz is leveraging the Snapdragon Cockpit Platforms to power intuitive and intelligent infotainment systems. With the Snapdragon Cockpit Platforms, these next generation systems will feature rich, immersive in-vehicle experiences, as well as highly intuitive artificial intelligence (AI) experiences for in-car virtual assistance, natural interactions between the vehicle and driver, adapting the vehicle to suit the driver and passenger.
Utilizing the Snapdragon Automotive Connectivity Platforms, Mercedes-Benz vehicles features ultra-fast connectivity, quick network response times and reliability needed to support always on always connected experiences and safety.
“For many years, Qualcomm Technologies has helped us deliver innovative solutions to our customers,” said Magnus Ostberg, chief software officer, Mercedes-Benz AG. “Our strong relationship is vital to guiding the automotive industry through a time of exceptional growth and technological disruption.”
“We are proud to bring our Snapdragon Digital Chassis solutions to Mercedes-Benz,” said Nakul Duggal, senior vice president & GM, automotive, Qualcomm Technologies, Inc. “Our technology partnership is transforming Mercedes-Benz vehicles as we deliver unparalleled compute, performance, AI and safety experiences by providing premium solutions for their next generation of automobiles.”
About Qualcomm
Qualcomm is the world’s leading wireless technology innovator and the driving force behind the development, launch, and expansion of 5G. When we connected the phone to the internet, the mobile revolution was born. Today, our foundational technologies enable the mobile ecosystem and are found in every 3G, 4G and 5G smartphone. We bring the benefits of mobile to new industries, including automotive, the internet of things, and computing, and are leading the way to a world where everything and everyone can communicate and interact seamlessly.
Qualcomm Incorporated includes our licensing business, QTL, and the vast majority of our patent portfolio. Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated, operates, along with its subsidiaries, substantially all of our engineering, research, and development functions, and substantially all of our products and services businesses, including our QCT semiconductor business.
Well im going to add or throw a slightly different ball here.

MERCEDES IS WITH BRAINCHIP AND VISTEON IS MERCEDES TTHE MANUFACTURER FOR THE PLATFORM IN THE COCKPIT USING HEY MERCEDES AND QUALCOMM HAVE THE SNAPDRAGON COCKPIT WHICH USES THE MANUFACTURERS ASSISTANT HEY MERCEDES. WHY THE CAPITAL LETTERS IM NOT SURE WHY

Visteon are a Fortune 500 so my guess is Visteon is a indirect customer of Brainchip tying all this together
 
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SERA2g

Founding Member
Don't quote me because I have the memory of a goldfish but didn't Sean mention that he would be able to provide earnings guidance at the next AGM?
I too remember this being said. Can't say for sure that it was during his CEO speech at the AGM but I am pretty certain that is the case.

@TechGirl did you record the AGM?
 
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SERA2g

Founding Member
I am not in a position to agree with your suggested solution however the problem that you identify as to meeting shareholders thirst for knowledge as to the company’s progress is one which the CEO Sean Hehir has covered.

His solution is to provide earnings guidance. He would do that now but earnings are too lumpy but he has said that the Board has agreed to his request to revisit his wish first half 2023.

It is to be hoped that strained world economic circumstances will not intervene and delay the implementation of this approach further but neither we or Brainchip control the world.

Well not yet anyway.

My opinion only DYOR
FF

AKIDA BALLISTA
@alwaysgreen found this when searching "earnings guidance" on TSEx.

Not definitive but does seem to indicate we're not imagining things, which is a relief! :D
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Well im going to add or throw a slightly different ball here.

MERCEDES IS WITH BRAINCHIP AND VISTEON IS MERCEDES TTHE MANUFACTURER FOR THE PLATFORM IN THE COCKPIT USING HEY MERCEDES AND QUALCOMM HAVE THE SNAPDRAGON COCKPIT WHICH USES THE MANUFACTURERS ASSISTANT HEY MERCEDES. WHY THE CAPITAL LETTERS IM NOT SURE WHY

Visteon are a Fortune 500 so my guess is Visteon is a indirect customer of Brainchip tying all this together


The more, the merrier!

Since "voice interaction" is such a tremendous part of the focus, it's quite a stroke of luck for us that the BrainChip/Mercedes partnership demonstrated via the "Hey Mercedes” voice control system in the Vision EQXX that our technology is five to ten times more efficient than conventional voice control technology.🥳

Check out what Sachin Lawande (CEO Visteon) had to say in October 2022 in the extract below about what we can expect from some of Visteon's products in the cockpit that are under development.


Screen Shot 2023-01-25 at 12.34.39 pm.png








(Extract Only - Sachin Lawande - CEO Visteon)

If we look maybe three years down the road, what can we expect to get from some of your products in the cockpit that are under development?
What I can say is that you can expect in ... about five years ... a tremendous focus on improving the voice interaction with the car. The car will effectively talk to you. Today, you push buttons, knobs, and have moved to touch, but the next level of interaction will be voice.
Will the technology for voice recognition ever become accent-agnostic and therefore more efficient?
Hundred percent. This is one of the things that we have been working with them on. And Google, of course, does have a tremendous amount of data. So even in India, as you know, there are multiple languages, let alone accents. The voice interaction will be a terrific first step. The second step is using AI to enter cameras around the vehicle and inside the vehicle, you will be able to, for example, see on your phone, how your son or daughter is driving somewhere on the road, and actually interact with them and see what they see outside and be able to help them navigate. So the phone and the car will merge into one.
So, what does that mean for industry regulations with respect to telecom privacy, data and more?
The industry will have to evolve. We are putting the technology underpinnings of it together working with Amazon. If you look at our personal computer devices – we have the phone, the tablet, the computer, and we have the television, right? There's nothing that you can do with a tablet that you cannot do on the phone, except that the tablet gives you a little more convenience when you have more downtime. When you go to the PC, it's more of a content-creation device. And the television is starting to fade away because it's nothing more than a display.
Now the car is an interesting device that's going to evolve along the same trajectory as the phone, tablet, and the car. So, there are certain driving-related restrictions, which means you cannot pay too much attention to the display and read it as you drive or touch all parts of the screen because the screen is going to be very large. So, the modality of interaction is going to be what's changing. But a lot of the content that you have on the phone and the tablet is going to appear on the cover to make that whole experience better and safer. And that's a big change going through the industry.
 
Last edited:
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MDhere

Top 20
The more, the merrier!

Check out what Sachin Lawande (CEO Visteon) had to say in October 2022 about what we can expect from some of Visteon's products in the cockpit that are under development.

Since "voice interaction" is such a tremendous part of the focus, it's quite a stroke of luck for us that the BrainChip/Mercedes partnership demonstrated via the "Hey Mercedes” voice control system in the Vision EQXX that our technology is five to ten times more efficient than conventional voice control technology.🥳

View attachment 27922







(Extract Only - Sachin Lawande - CEO Visteon)

If we look maybe three years down the road, what can we expect to get from some of your products in the cockpit that are under development?
What I can say is that you can expect in ... about five years ... a tremendous focus on improving the voice interaction with the car. The car will effectively talk to you. Today, you push buttons, knobs, and have moved to touch, but the next level of interaction will be voice.
Will the technology for voice recognition ever become accent-agnostic and therefore more efficient?
Hundred percent. This is one of the things that we have been working with them on. And Google, of course, does have a tremendous amount of data. So even in India, as you know, there are multiple languages, let alone accents. The voice interaction will be a terrific first step. The second step is using AI to enter cameras around the vehicle and inside the vehicle, you will be able to, for example, see on your phone, how your son or daughter is driving somewhere on the road, and actually interact with them and see what they see outside and be able to help them navigate. So the phone and the car will merge into one.
So, what does that mean for industry regulations with respect to telecom privacy, data and more?
The industry will have to evolve. We are putting the technology underpinnings of it together working with Amazon. If you look at our personal computer devices – we have the phone, the tablet, the computer, and we have the television, right? There's nothing that you can do with a tablet that you cannot do on the phone, except that the tablet gives you a little more convenience when you have more downtime. When you go to the PC, it's more of a content-creation device. And the television is starting to fade away because it's nothing more than a display.
Now the car is an interesting device that's going to evolve along the same trajectory as the phone, tablet, and the car. So, there are certain driving-related restrictions, which means you cannot pay too much attention to the display and read it as you drive or touch all parts of the screen because the screen is going to be very large. So, the modality of interaction is going to be what's changing. But a lot of the content that you have on the phone and the tablet is going to appear on the cover to make that whole experience better and safer. And that's a big change going through the industry.
Nice Bravo !👍 nice! 👍 Brainchip and its industry blog 4 Jan has more on this too.
Top post Bravo
 
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