BRN Discussion Ongoing

[Bravo]

Some thoughts on the ARM chip;
1. Qualcomm litigation;
2. Major customers seeking to design their own processors.
3. ARM recently advised that it saw a major risk in having a large proportion of its business with a few major customers.
4. ARM recently announced proposed changes to its licensing model to increase revenue.
5. Softbank has $170B debt.
6. ARM is suddenly chummy with BRN.

1. Qualcomm supplies the processors for most mobile phones.

Qualcomm took over Nuvia which had a licence from ARM providing access to more advanced tech than the Qualcomm licence from ARM. ARM contends that the licence is non-transferrable. So does the ARM chip give ARM extra leverage over Qualcomm, possibly with a view to a settlement, because it would be a major shift for ARM to become a chip seller?

2. If ARM's major customers develop their own chips in competition with ARM, then ARM will need to find a new market. As we have seen selling IP to new customers is a tough job, so providing the finished article may be an easier task.

3. See 1 & 2.

4. This is no doubt linked to 5 and also to 1.

5. res ipsa loquitur. Softbank need a heap of readies.

6. The half-full version is my preferred outcome (ie, unsupported by any confirmatory evidence), where ARM decides to float off its in-house AI, Helium, and replace it with Akida 2 in their "more advanced" chip.

The dots here are:
BrainChip joining ARM's preferred partners,
the very recent announcement of ARM's fabless chip production plans, where
IFS is slated to be the fab,
BRN is an IFS partner, and
ARM is about to sing Akida's praises.

There does seem to be something very exciting bubbling away in the old crockpot , doesn't there Dodgy?

One thing I thought was a bit odd though about the article I read on Arm's chip-making ambitions was where it stated "People close to Arm insist there are no plans to sell or license the product and that it is only working on a prototype" and "The hope is that the prototype will allow it to demonstrate the power and capabilities of its designs to the wider market".

I don't understand what the point would be in working on a prototype if it wasn't going to be sold or licensed? Am I missing something?

 

[Beebo]

From my perspective, it is crystal clear the glass is 3/4 full. I even averaged down and provided my wife guidance to check our accounts this October.

Cheers!

(Please check on me this October)

 

[Diogenese]

There does seem to be something very exciting bubbling away in the old crockpot , doesn't there Dodgy?

One thing I thought was a bit odd though about the article I read on Arm's chip-making ambitions was where it stated "People close to Arm insist there are no plans to sell or license the product and that it is only working on a prototype" and "The hope is that the prototype will allow it to demonstrate the power and capabilities of its designs to the wider market".

I don't understand what the point would be in working on a prototype if it wasn't going to be sold or licensed? Am I missing something?

Well didn't someone quote Sean as saying that an option was for us to "sell them the chip"?

I think we have learned that licensing IP is a hard sell. ARM is warning that it has only a few major customer making up 75%+ of their sales. You've got to pretty big to have a custom-made chip for yourself - it costs a few million dollars.

So are we now walking back the IP licence only model?

I'd also like to see us licensing the Akida simulation software for commercial use as we did with Studio. Software licences are renewable annually, and we could also licence our model libraries. These would involve no capital outlay from the users, just the licence fee, and no repeat manufacturing costs other than improvements and debugging for us.

In modern parlance, we need to monetize our assets.

Now hopefully there will be a big announcement in the coming weeks so you can see I'm just blowing smoke (whatever that means).

 

[Diogenese]

Well didn't someone quote Sean as saying that an option was for us to "sell them the chip"?

I think we have learned that licensing IP is a hard sell. ARM is warning that it has only a few major customer making up 75%+ of their sales. You've got to pretty big to have a custom-made chip for yourself - it costs a few million dollars.

So are we now walking back the IP licence only model?

I'd also like to see us licensing the Akida simulation software for commercial use as we did with Studio. Software licences are renewable annually, and we could also licence our model libraries. These would involve no capital outlay from the users, just the licence fee, and no repeat manufacturing costs other than improvements and debugging for us.

In modern parlance, we need to monetize our assets.

Now hopefully there will be a big announcement in the coming weeks so you can see I'm just blowing smoke (whatever that means).

Used to mean your rings were shot ...

 

[Bravo]

I accidentally stumbled upon this tid-bit.

https://www.linkedin.com/in/yann-cherdo-b435b590/?originalSubdomain=fr

2023-03-28: CONECT thematic day on Spiking Neural Networks | CONECT | Computational Neuroscience Center @ INT

This meet-up was focused on discussing recent developments in Spiking Neural Networks, with plenty of time for discussion. We met at INT, Laurent Vinay meeting room. program 10:00 Laurent Perrinet Title: A short intro on Precise Spiking Motifs in Neurobiological and Neuromorphic Data Slides...

conect-int.github.io

 

[DingoBorat]

Well didn't someone quote Sean as saying that an option was for us to "sell them the chip"?

I think we have learned that licensing IP is a hard sell. ARM is warning that it has only a few major customer making up 75%+ of their sales. You've got to pretty big to have a custom-made chip for yourself - it costs a few million dollars.

So are we now walking back the IP licence only model?

I'd also like to see us licensing the Akida simulation software for commercial use as we did with Studio. Software licences are renewable annually, and we could also licence our model libraries. These would involve no capital outlay from the users, just the licence fee, and no repeat manufacturing costs other than improvements and debugging for us.

In modern parlance, we need to monetize our assets.

Now hopefully there will be a big announcement in the coming weeks so you can see I'm just blowing smoke (whatever that means).

"So are we now walking back the IP licence only model?"

Hasn't that already happened with AKIDA1500, as some of the initial run has been slated for selling, to system integrators?

Your idea of licensing the AKIDA software simulation, should be passed on to the Company.

All avenues of revenue production should be pursued, especially if the investment risk is low.

 

[Tony Coles]

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

Give you a little advise, in case she does find out i’m clearing out the garage to make room for my bed till end of 2024 hopefully till our great company brings in the bacon, the real revenue.🥹

 

[Bravo]

Some thoughts on the ARM chip;
1. Qualcomm litigation;
2. Major customers seeking to design their own processors.
3. ARM recently advised that it saw a major risk in having a large proportion of its business with a few major customers.
4. ARM recently announced proposed changes to its licensing model to increase revenue.
5. Softbank has $170B debt.
6. ARM is suddenly chummy with BRN.

1. Qualcomm supplies the processors for most mobile phones.

Qualcomm took over Nuvia which had a licence from ARM providing access to more advanced tech than the Qualcomm licence from ARM. ARM contends that the licence is non-transferrable. So does the ARM chip give ARM extra leverage over Qualcomm, possibly with a view to a settlement, because it would be a major shift for ARM to become a chip seller?

2. If ARM's major customers develop their own chips in competition with ARM, then ARM will need to find a new market. As we have seen selling IP to new customers is a tough job, so providing the finished article may be an easier task.

3. See 1 & 2.

4. This is no doubt linked to 5 and also to 1.

5. res ipsa loquitur. Softbank need a heap of readies.

6. The half-full version is my preferred outcome (ie, unsupported by any confirmatory evidence), where ARM decides to float off its in-house AI, Helium, and replace it with Akida 2 in their "more advanced" chip.

The dots here are:
BrainChip joining ARM's preferred partners,
the very recent announcement of ARM's fabless chip production plans, where
IFS is slated to be the fab,
BRN is an IFS partner, and
ARM is about to sing Akida's praises.

I think I get what's going on now.



Hopefully it's this.

Not this...

 

[Dang Son]

Wha..?? I base it on the current outlook and how we are tracking as a company, since we are getting fed little to no info about future sales/targets or future income. Id love to get 2 million shares as a "Bonus" as a CEO. While the rest of us Retail watch it drop below 40cents.

So explain to me why they actually deserve said share's while earning an insane income already...?? This is my opinion on the topic and i don't have to give an apology.

Right now i can have a differing opinion on things, just like you can. Feeling a bit like a bear lately with the markets is all. Will no doubt change once we actually get some rock solid updates on how things are tracking.

Cheers.

These director bonus shares are not a given part of their healthy salary package by the fact they require Shareholder Approval.
Personally I find it offensive under current circumstances that bonuses be proposed at all.
With regards to past Chairman Manny Hernandez letting his options laps, and a generous BoD propose 8,000,000 share gift which requires Shareholder Approval because they ARE dilutive .5% of M/Cap that I also find offencive under shareholders circumstances on a bus in the dark stuck in reverse gear.

 

[Bravo]

I think I get what's going on now.



Hopefully it's this.

View attachment 34997


Not this...


View attachment 34998




View attachment 34996

 

[Deena]

I don't like using the ignore button, but I am finding it very useful at the moment. The monotony and repetition of some resident downrampers, determined to undermine our company's achievements and excellent staff in defiance of the evidence is just too much for me. Problem solved now though!

I don't know how many shares the naysayers have (if any), but we will definitely be using our considerable shareholding to support the motions recommended by management. Our future depends on them continuing to advance our company and its revolutionary products. Time is on our side and I believe the future will validate our confidence.
Akida Balista
Deena

 

[DingoBorat]

View attachment 34999



View attachment 35000



View attachment 35002

No, they are not fodder Bravo

 

[Quatrojos]

The Options granted to Mr Hernandez lapsed on 1 March 2022, following his resignation from the Company.

What would these options have cost him to convert?

We know where SP was in the months previous to this and also during Sep '20. Why didn't he convert?

And it was the company's fault he was pushing for an alteration to his signed contract? How so?

 

[Bravo]

Does anyone know a bit more about Intel's 18A process? It says here it's a 1.8nm process. Does anyone know if we can go down that low?

 

[Deleted member 118]

These director bonus shares are not a given part of their healthy salary package by the fact they require Shareholder Approval.
Personally I find it offensive under current circumstances that bonuses be proposed at all.

I don’t find it offensive as if you don’t ask you don’t get. I just find it unfair until we start seeing regular revenue from customers and then I’d be more than happy to vote yes.

 

[Bravo]

Give you a little advise, in case she does find out i’m clearing out the garage to make room for my bed till end of 2024 hopefully till our great company brings in the bacon, the real revenue.🥹

 

[DingoBorat]

The Options granted to Mr Hernandez lapsed on 1 March 2022, following his resignation from the Company.

What would these options have cost him to convert?

We know where SP was in the months previous to this and also during Sep '20. Why didn't he convert?

And it was the company's fault he was pushing for an alteration to his signed contract? How so?

I think this matter needs to be spelt out in plain English, for the benefit of all.

Was there an exercise price for the options (as sometimes there's not).

I think the Company has stated, that it was beneficial for them at the time, that they were not exercised, how so?

How do the RSUs to be awarded, differ from the options that lapsed, do they entail extra benefit to Mr Hernandez?

Why is there risk of legal repercussions? On what grounds? And to what effect?

This needs to be all explained, in as simple terms, in the least volume, but containing all the facts.

It can't be that hard..

This seems to be a very important resolution, that the Company needs to get past/passed, but it's not being explained properly, in my opinion.

 

[Deleted member 118]

Give you a little advise, in case she does find out i’m clearing out the garage to make room for my bed till end of 2024 hopefully till our great company brings in the bacon, the real revenue.🥹

Don’t worry your not the only 1

 

[miaeffect]

From my perspective, it is crystal clear the glass is 3/4 full. I even averaged down and provided my wife guidance to check our accounts this October.

Cheers!

(Please check on me this October)

 

[IloveLamp]

https://www.cerence.com/news-releases/news-release-details/cerence-leverages-trail-blazing-generative-ai-enhance-car