BRN Discussion Ongoing

[manny100]

Fantastic annoucement. So much going on, and imo.... about to happen...

Highlight for me:

Mr Hehir added, “The development of the second generation of Akida was strongly influenced by our customers’ feedback and driven by our extensive market engagement. We have recently expanded our sales organisation to become truly global and we are focused on executing more IP licence agreements and generating revenue growth over coming years.

I expect sales shortly.

 

[Falling Knife]

Wow such a cool way to start the week.
Another 'Result' Sean can discuss at the AGM following his neck on the line statement at the 22AGM.
Maybe "Full Beast Mode" @MrRomper is the delivery mode for price sensitive announcements,
Could another blockbuster be dropped before May 23rd to help LDA capital exit left more speedily?
This may then remove the SP shackles and confirm TEAM BRN KNOW WHAT THEY ARE DOING

My first gif seems as fitting as them all:

 

[Rise from the ashes]

Wondering when moschip will sign a licensing agreement since they were very keen a while back.

 

[Bravo]

 

[Diogenese]

You'ld think our customers, being OEMs wouldn't need it?

It's basically just for us shareholders, to know the foundation of our investment is continually improving

I was thinking more of our customers' customers, and the customers of our customers' customers ...

 

[DingoBorat]

I was thinking more of our customers' customers, and the customers of our customers' customers ...

But what about our customers, customers, customers, customers, customers, customers? ..

It might just be confusing for them..

 

[Diogenese]

But what about our customers, customers, customers, customers, customers, customers? ..

It might just be confusing for them..

Who's on first.

 

[Rise from the ashes]

But what about our customers, customers, customers, customers, customers, customers? ..

It might just be confusing for them..

That's where the customer referral system kicks in.

 

[Schwale]

Be interesting to see how the market reacts. My guess is that they will generally not understand the significance.....no $$$ attached to the announcement.

Don't get me wrong. For those of us who follow this technology and the BRN story this is a breakthrough achievement. Congrats to Peter, Anil and the team!!!

Todays announcement is a technical document and its significance may not be fully understood

but

Those in the industry fully understand it's significance.

Qualcomm knows exactly what this means so does Samsung and Nvidea and IBM and Intel etc..

To them it basically means that Akida embeded into todays technology making sensors extremely smart and incredibly efficient means that those companies who do not or will not adopt will be significantly disadvantaged.

The competive advantage that Brainchip now holds is leaps and bounds ahead.

 

[DingoBorat]

Who's on first.

For those still wet behind the ears..

 

[Rise from the ashes]

Todays announcement is a technical document and its significance may not be fully understood

but

Those in the industry fully understand it's significance.

Qualcomm knows exactly what this means so does Samsung and Nvidea and IBM and Intel etc..

To them it basically means that Akida embeded into todays technology making sensors extremely smart and incredibly efficient means that those companies who do not or will not adopt will be significantly disadvantaged.

The competive advantage that Brainchip now holds is leaps and bounds ahead.

It's a Kodak moment we are witnessing

 

[Steve10]

Will be funny when all the journo's start pumping BRN in a few years when revenue is growing exponentially.

They'll realize the revenue from the IP business model generates 60% NPAT unlike many companies generating 5-10% of revenue as NPAT.

 

[Baron Von Ricta]

I was thinking more of our customers' customers, and the customers of our customers' customers ...

 

[Fact Finder]

What seems like a lifetime ago but it was only last year I reminded everyone that Brainchip in 2019 around May announced that they had released AKIDA1000 IP to select customers. Then in early 2020 they announced that the AKIDA1000 IP was generally available. But it was not until October, 2020 that the actual engineering samples of the AKIDA1000 was released to Early Access Customers.

I suggested that based upon this experience the Fact that Peter van der Made had completed the AKD2000 IP in late 2021 and was shortly going to hand it off to engineering that they may well also have released this IP to select customers and as it was predicted by Peter van der Made to possibly solve the plastic bag blowing across the road problem that Mercedes Benz might well be one of those select customers not to mention Valeo.

So if as some have suggested that a customer or customers will be part of the upcoming press release then for this to occur my idea that there was an early release of the IP would need to have been correct.

The fact that today's announcement makes a strong point about customer feedback being the driver and the recent reveal that Megachips worked on the backend design for AKIDA1500 suggests very strongly that this has been the case.

If I am correct then any such early customer engagement with the IP will have significant importance to the semiconductor industry at large.

Assuming of course that any such comments are positive.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[hotty4040]

I'm happy they have chosen to stick with Akida I'm assuming Peter came up with the name for the chip in the first place .

I just had a spike, ( akida ) no, I think the Greek people did IMO.

A nice change in sentiment today, and a nice return present for FF if you ask me. He must have known this was coming, , eventually.

Good indeed to see you back do'in your thing FF. A welcome return.

Akida Ballista >>>>> I'm singing in the rain, today, for a change <<<<<

 

[Deleted member 2799]

The short sellers are doing their best to keep the stock down. I'm really curious how long they can hold out because to me, the article reads summarized as follows... Get ready for a wave of big announcements because we have been silent, but that silence will come to an end.
The company doesn't even need to slow down to overtake... they are speeding past everyone at the speed of light, and I can imagine that at this point, some competitors are getting sweaty palms, and potential customers who were previously hesitant will be making their first inquiries.

This is only my interpretation and not a trading recommendation

 

[schuey]

The most important thing is —- Are the wives going to be happy with it ???

Does anything make them happy?

 

[skutza]

Interesting when you watch the markets long enough you see the traders doing their thing. Off to lunch they went, now we'll start to see some more buying over the next few hours. It's almost like clockwork, well I suppose it is.

 

[DingoBorat]

I've just sent Tony Dawe an email, requesting clarification, of what we actually have here..

It seems like too much of a generational improvement, to "just" be the 2nd generation of AKIDA1000 and not AKIDA2000?

AKIDA1500 recently being taped out, suggests the former though..

I will report back here, once he's replied.

 

[Evermont]

Going to be a strong afternoon.

30m+ by close of trade wouldn't surprise me.