BRN Discussion Ongoing

[Deleted member 118]

I’d love to know who shelved our tech?? Surely not Renesas after they’ve already taped out a chip?

Probably a company that was originally under an NDA, but as it was put on hold or scrapped, is probably the reason Sean couldn’t mention something about it is my only guess. But he did say more than 1 to start? (Companies)

 

[Deleted member 118]

My guess is Mercedes

 

[Frangipani]

Maybe he was thinking about his martial arts training.

My thought exactly!

Aikido - Wikipedia

en.m.wikipedia.org

„Therefore, from a purely literal interpretation, aikido is the "Way of combining forces" or "Way of unifying energy", in which the term aiki refers to the martial arts principle or tactic of blending with an attacker's movements for the purpose of controlling their actions with minimal effort. One applies aiki by understanding the rhythm and intent of the attacker to find the optimal position and timing to apply a counter-technique.“

Sounds as if he has a plan!

 

[Dang Son]

Why do you deem the astonishing achievements, both technical and ecosystem based, to be not worthy of reward?

After all, the share issues would probably have been dependent on set milestone as an incentive, so when the milestones are achieved, the payment is a contractual obligation on the company.

On a shareholders' dime achievement is seen in Company revenue and investment growth.
We here on the bus, have been promised company revenue yield for about 5yrs but nothing of substance yet.
Still promise but in todays podcast by TD, Sean gave no revenue guidance and the share price slipped again.
No Revenue declared at AGM will equate to further slippage , I suspect.
No Growth( so gap filling at 30c looks imminent = 75% share price slippage this year)
No Bonuses should be sought by directors until delivery on Promise.
Edit , Not to mention the wanten dilution they go on with at the same time.

 

[KiKi]

Short answer=yes.If you pay peanuts all you get is monkeys!

Short reply = They are NOT earning peanuts because then they would not be working for BrainChip.

 

[Mugen74]

Short reply = They are NOT earning peanuts because then they would not be working for BrainChip.

 

[Diogenese]

On a shareholders' dime achievement is seen in Company revenue and investment growth.
We here on the bus, have been promised company revenue yield for about 5yrs but nothing of substance yet.
Still promise but in todays podcast by TD, Sean gave no revenue guidance and the share price slipped again.
No Revenue declared at AGM will equate to further slippage , I suspect.
No Growth( so gap filling at 30c looks imminent = 75% share price slippage this year)
No Bonuses should be sought by directors until delivery on Promise.
Edit , Not to mention the wanten dilution they go on with at the same time.

You do understand the concept of a contract?

 

[Frangipani]

My thought exactly!

Aikido - Wikipedia

en.m.wikipedia.org

„Therefore, from a purely literal interpretation, aikido is the "Way of combining forces" or "Way of unifying energy", in which the term aiki refers to the martial arts principle or tactic of blending with an attacker's movements for the purpose of controlling their actions with minimal effort. One applies aiki by understanding the rhythm and intent of the attacker to find the optimal position and timing to apply a counter-technique.“

Sounds as if he has a plan!

The shorters will be thrilled, though. Maybe Sean should think about switching to Krav Maga.

Aikido is now practiced in around 140 countries. It was originally developed by Morihei Ueshiba, as a synthesis of his martial studies, philosophy and religious beliefs. Ueshiba's goal was to create an art that practitioners could use to defend themselves while also protecting their attackers from injury.

 

[HopalongPetrovski]

My thought exactly!

Aikido - Wikipedia

en.m.wikipedia.org

„Therefore, from a purely literal interpretation, aikido is the "Way of combining forces" or "Way of unifying energy", in which the term aiki refers to the martial arts principle or tactic of blending with an attacker's movements for the purpose of controlling their actions with minimal effort. One applies aiki by understanding the rhythm and intent of the attacker to find the optimal position and timing to apply a counter-technique.“

Sounds as if he has a plan!

It could be a slip or it maybe a compression artefact which has momentarily distorted the audio feedback or perhaps subtly corrupted the file.
There are similar occurrences all through the podcast.
Either way and even if it's the absolute worst thing and he has accidentally mispronounced the name of our golden child I don't think it anywhere near as egregious as his fluffing of the initial Gidday.
Chrisake, youd'a thought he would'a practiced his strine and be Les Pattersoning hisself up in readiness for his fronting of the upcoming AGM. Undoubtedly He'll be climbing the coat hanger and having a word with Hoge's before the big technicolour yawn.

 

[Deleted member 118]

Seems like that podcast here and you know where



Talk about kick the sp in the balls when the sp is down. Bit of a bad move by management if you ask me, or maybe it was only produced to tell us to accept the 8 millions share to the previous ceo. Made me think my wife’s and I decision to vote no on the share issue to the employees even more justified.

 

[Galaxycar]

Wish Sean would stop talking except on REVENUE,Evert time he speaks we loose money

 

[Dang Son]

You do understand the concept of a contract?

Yes smarty pants, that concept comes under creative arts.

 

[AARONASX]

My guess is Mercedes

Personally I am going to say no.

At the 15:00 mark "I can give one example, where that I know where they have put a, project on hold where we actually won the engagement but in the end the board of that company decided not to spend the money to build a chip now"

I would also think cash follow is not going to be an issue for Mercedes in the foreseeable future!
....Also Mercedes seems to be at the forefront of doing things first throughout history

Behind the Star

Explore what is behind the Mercedes-Benz star through innovation, performance, design, safety, and a unique take on modern luxury vehicles.

www.mbusa.com

• Becoming Autonomous​

  In the future of driving, driving is optional. That means less time stuck in traffic, less time commuting and more time for you. Many existing Mercedes-Benz features are already built to augment the human touch, mostly for safety reasons.
  
  Moving forward, the role of the automobile will shift, and Mercedes-Benz will be the ones to do it. It’s why we’re creating vehicles like the Luxury in Motion, and partnering with companies like Bosch to study urban development and intelligent software. Because since the day we invented the automobile, we’ve never stopped and never will.

If, Mercedes wants get there first (and they will) they're going to need a ground breaking technology to LEAD them years ahead of the competition

https://group.mercedes-benz.com/documents/investors/reports/annual-report/mercedes-benz/mercedes-benz-annual-report-2022-incl-combined-management-report-mbg-ag.pdf

P 57
Overall, gross profit in relation to revenue increased from €30.7 billion to €34.0 billion.

Will they be the first the have a fully autonomous vehicle? my assumption is yes!

 

[mrgds]

Seems like that podcast with many shareholders here and you know where

You should have a listen "once in a while @Rocket577 "

Have a look at the last podcast he did and see the first 30secs of it, ........................ looked like a stunned mullett, i honestly thought the Edge Impulse guy Zach Shelby had bought a manequin in with him, then one eye moved and i though thank goodness he hasn"t "died on the spot like Curly in the movie City Slickers"

More times i see/listen to him, the more "GREEN" he comes across as, and thats not "green as in enviromentally aware",
moreso "green as being new to a position of leadership"

IMO of course,

AKIDA BALLISTA

 

[Adam]

Akido is the Spanish translation of Akida. ¿Hablas español?

It's an American accent thing. Give the guy a break. I'm a linguist when not working in IT or trading, and an LTH, for years. For what it's worth sigh.

 

[Deleted member 118]

You should have a listen "once in a while @Rocket577 "

Have a look at the last podcast he did and see the first 30secs of it, ........................ looked like a stunned mullett, i honestly thought the Edge Impulse guy Zach Shelby had bought a manequin in with him, then one eye moved and i though thank goodness he hasn"t "died on the spot like Curly in the movie City Slickers"

More times i see/listen to him, the more "GREEN" he comes across as, and thats not "green as in enviromentally aware",
moreso "green as being new to a position of leadership"

IMO of course,

AKIDA BALLISTA

Maybe his new to the cameras

 

[mrgds]

Maybe his new to the cameras

 

[Deleted member 118]

Maybe his just shy to us Aussie investors then

 

[jk6199]

I’ll have to learn self defence if the better half looks up the SP at the moment

 

[GazDix]

Sean confirmed what I’ve been thinking and what they essentially announced in the 4C released in Oct. They had foreshadowed revenue growth in H2, but customers are delaying due to macro conditions.

Whilst 2nd Gen might not be commercially available until the end of the year and open us up to substantially more use cases and customers, the 1st Gen is still ‘science fiction’ and licensed by Renenas (who are taping out a chip this year) and Megachips through whom our IP has been licensed to at least one other customer. I think the real take off will happen with 2.0, but we should still see revenue ramping this year.

Yes, I have though about this as well marsch85.

Our tech is groundbreaking but our customers do not want to put it out to market yet because of macro conditions.
If the cost of living is high (as it is bloody everywhere according to inflation stats in most developed countries), the last thing our customers want to do is introduce a product that will blow everyone's mind away.

For example, let's say Toshiba have our IP and have even made the product. Let's say a doorbell that can identify you and automatically open the door for you upon identification. Not only that, it has a coffee machine that can automatically make your coffee upon your voice recognition and differentiate your coffee than your wife's coffee according to voice.

Now even though the cost price of these products is pretty cheap, Toshiba's incentive is to introuce an amazing new product like that at a very high profit margin.... for them.
Same with Ford. If our tech can blow people's minds away, why release it right away when people can't afford new cars.

As I understand, this is primarily why Akida 2.0 was developed. To have rather industrial customers (business to business) sales rather than our tech - business customer - consumer model. Because Valeo, Ford and Mercedes are big names, but automobiles and whitegoods are last on most people's shopping lists and our customers want their margins as high as possible.

So I do consider this an obstacle we have fortuntely navigated upon. Either way, in the long run, this obstacle which maybe 'forced us' to develop the next iteration of Akida will only make us more lucrative IMO.