BRN Discussion Ongoing

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cosors

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I haven’t got a clue.
I wish I could say the penny suddenly dropped, but it hasn’t.

What is weird is that I cannot find his/her account with the help of the “search by member” function, but nevertheless it still exists - just type the poster’s name into the regular search engine and open one of the other forum members’ replies to one of his/her posts. There you go, the last post was eight months ago, but he/she was last seen on TSE earlier today. A lifelong ban would have resulted in the deletion of the account, I guess, so I can only conjecture @HE Pennypacker is currently on probation because of too many moderated posts or even temporarily banned? Possibly busy packing pennies? 🤔 Hopefully for a giant sock, that will soon knock down the likes of Todd Gack. 💰

Honestly, I have no idea, and I am not even sure whether it was a genuine question of yours or simply wordplay around pennies, pennystock etc.
Maybe @HE Pennypacker himself/herself can clear up the mystery for us?

But since you, of all people, were asking - I’ve got a similar question for you as well, that has had me scratching my head for the past couple of days:

An account that really seems to have vanished into thin air is that of Blind Freddie - a fact I happened to find out about when I was searching for an old post of his the other day; conducting a stool analysis, so to say.
All that is left of him are references and the odd replies to him by other posters, thanks to which you can still partly read what he had originally written (presumably typed in Braille), despite his account having been deleted. He even took his cane with him, it seems.

My first thought was that Seeing Freddie must have deleted his alter ego’s account after watching what had happened to another poster with two accounts, albeit the way I see it, that was a different matter altogether, as in Freddie’s case it was an open secret, whereas he-who-shall-not-be-named was both Dr Jekyll and Mr Hyde, and excessive downramping became his downfall, it seems.

Since Eagle Eye Freddie’s account is still active, I figured he can’t possibly have been banned permanently, although his behaviour continues to puzzle me. Why the abrupt silence without waving goodbye, unlike past farewells? Why take the detour of other posters’ channels (or so they say) rather than posting himself? After all, he frequently seems to be “engaged in conversation” with others? (Not with me, though, as I’ve stated before.) One possible explanation would be a temporary ban for some reason. But why? And how long is temporary? The question is, would you still be able to exchange private messages over TSE once you are banned, even if only temporarily? If not, then we can eliminate that explanation, as he is obviously doing just that. Of course there are those mostly silent readers that either have never posted anything at all or not much or are no longer doing so for various reasons. But my gut feeling is there is more to it. Reminds me of that kangaroo jigsaw FF was doing with his little grandson shortly before he disappeared from view. I am missing that critical puzzle piece here…

But back to our visually impaired friend. When I accidentally hovered over the @Blind Freddie username, something strange happened - try it for yourself. Just type in @Blind Freddie into the TSE search engine, pick any post that tags this username and be in for a big surprise 😯🤔

Would you kindly give us an explanation for this reveal? Or is this a technical glitch? While I am unsure at what point in time Blind Freddie’s account ceased to exist, in theory, both accounts must have co-existed for quite some time, as you appear to have joined TSE in April 2022.

What puzzles me, though, is why you are labelled a “regular“ rather than an “emerged“ member, even though you’ve only posted a total of four times so far? 🧐 Correct me if I am wrong, but IMO this would only make sense if there had indeed been a name change of the account, with previous posts under your old account name accounting for your present status as a “regular” member. I am aware of at least one other name change on TSE, but that poster never made a (confessional) secret out of it and the bridge builder’s old posts have also not disappeared. If all roads led to Rome, I’d know where to look for Blind Freddie, as he could have blindly taken any of them to reach the same destination, but they don’t.

Curiouser and curiouser…

So @Richie Rich, pray tell us, who are you and what have you done with poor Blind Freddie? 😂


View attachment 38773
I followed it exactly with your example. WoW!
Remarkable! You should work as a forensics or some kind of side channel tester! Am really impressed!
 
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cosors

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Why don't you just admit that you value advertising 😅 Just in case, there is a donation button for zeeb0t's work and you can continue to enjoy your advertising with pleasure and morally correct. Just an idea
 
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Gies

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Where’s DOLCI ?
 
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IloveLamp

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Screenshot_20230624_060937_LinkedIn.jpg
 
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schuey

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Like others here, the price today was just irresistible. Added to the super, childrens and personal portfolio with a nice dusting of brain gravy.
Many thanks to the regular contributors of quality posts and balanced viewpoints.

A side note, I cannot recall who, but a particular member regularly refers to brn as 'brianchip' and it gives me a good chuckle each time, and a throwback to life of brian. Cheers
Always look on the bright side of life......
 
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rgupta

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Wow that was a great few pages to read after dinner.
Hope everyone feels better. Just thought id post a couple of my thoughts as a few misconceptions were thrown around. Also I'd like to finish with our Forward Looking Statement that I'm sure you've all read ad nauseum.

Myth 1: Akida 1 was a failure
Only version of Akida to generate revenue
Only version of Akida being taped out by IP licensees
Only version of Akida linked to NASA, Valeo, Nviso, Prophesee, Mercedes, et al

Myth 2: No revenue last year
Easy debunk, check the financials for > 0 dollars

Myth 3: Management made promises of specific figures or timelines
See below forward looking Statement, and consider interpretation of messages from management PRIOR to the headwinds experienced

Myth 4: Brainchip owes any kind of return on investment to any of us, within a specified timeframe.
We all have different position sizes and avg holding values
We all had free will and were warned as per below FLS.
We all chose to invest in a volatile and very, very new technology.
We all have a different time horizon for when we anticipate returns.

Myth 5: Shorters are to blame
The market contains many participants.
The Shorters are likely instos who could care less about the company and rely on numerical values and charting.
Like it or not our TA looked shocking, got better briefly and now looks shocking again.
Until we have significant positive news, there's no reason for the instos to swim against the tide, we need positive news or a change in TA conditions to see a turn in our SP for good.

Myth 6: Brainchips performance is tied to it's shareprice
See above, we are now closing in on prices that predate Mercedes, and are closing into our rerate after NASA.
This is Nov 2020 levels.
At that time, we had a fraction of the partnerships, no licensees, no Akida 1.5, no Akida 2.0, no global recognition, a fraction of the news and media releases and no NDA bending tweets.

A follow up question on myth 6, is the market incorrectly pricing BRN as of Nov 2020, or is the market incorrectly pricing Brainchip as of today?

Edit: Bonus comment, Sean said 7 figures not 1m.
This means between 1m and 9.99m.
At the quoted 3-5 multiple, we are looking at anywhere between $3m and $49m on top of the initial fee.
Just something to think about when expecting 100+ licenses a week (my favourite comment from the whole night)

Forward looking statements​

This announcement contains forward-looking statements, which address a variety of subjects including, for example product development, marketing position and technical advances. Statements that are not historical facts, including statements about our beliefs, plans and expectations, are forward-looking statements. Such statements are based on our current expectations and information currently available to management and are subject to a number of factors and uncertainties, which could cause actual results to differ materially from those described in the forward-looking statements. The Company's management believes that these forward looking statements are reasonable as and when made. However, you should not place undue reliance on any such forward-looking statements because such statements speak only as of the date when made. We do not undertake any obligation to publicly update or revise any forward looking statements, whether as a result of new information, future events or otherwise, except as required by law or the ASX Listing Rules. In addition, forward-looking statements are subject to certain risks and uncertainties that could cause actual results, events, and developments to differ materially from our historical experience and our present expectations.
A very fair post. But I assume market is bringing it down coz they feel company will soon be out of money and will need a further raise. We have to prove market we don't need extra funds and prices will start coming back.
And only way to get that confidence is sales or ??
 
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GStocks123

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D

Deleted member 118

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Why don't you just admit that you value advertising 😅 Just in case, there is a donation button for zeeb0t's work and you can continue to enjoy your advertising with pleasure and morally correct. Just an idea
What advertising?
 
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GStocks123

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Boab

I wish I could paint like Vincent
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Jasonk

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Labsy

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Lots of Brainchip shareholders are really hurting, maybe you should have sold out if you are that convinced it's all doom and gloom.

It's not my job or the companies to calm your nerves, if you are so driven by the share price that you have entered the panic mode, well sell
your shares and move away from this forum...all I do know is, as of the start of this week our staff have never been more engaged with
customers (potential or otherwise) in our history, that our founder from Perth, Peter, is currently over in the US helping Anil and the team
complete the final process of AKD 2.0.

This indicates to me at least that, the release of AKD 2.0 to EAP's followed by the general public is fast approaching, while I'll personally
concede that this current period towards commercialization feels rather frustrating, it's better to get it right now, rather than later, we
(Brainchip) can't afford any major mistakes at this delicate time in our journey.

I have asked Sean a specific question to be addressed at the upcoming quarterly podcast update with Tony, if he doesn't address my
question, I'll let you know what it was after.

Have a great weekend back in Australia.

Tech (y)🙃
I was going to drop a heart but I feel I need to personally thankyou for your wise and reassuring words. I have further accumulated on hope and to hear that the team are full steam ahead is just what I wanted to hear.
 
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Labsy

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Stop blaming the short sellers. They were right with their decisions and we were wrong. Whilst the long term holders were influenced by statements like the explosion of sales etc. did the short sellers all earn money while we lost any gains we’ve had. And yes even if we’re fans of the company… we want to earn money. That’s the point of investing. And we’ve lost. There is not one sign whatsoever that this will change in the following years.
If u sold, at the short sellers artificially created prices instead of buying, yes u lost. I increased my holding by 20%.
 
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manny100

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Its not that BRN is slow the problem is that AI at the Edge has been moving way slower than anticipated.
Not much different to the many years holders of EV related stocks waited for returns.
It is not a matter of 'if' its a matter of when!
 
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Diogenese

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Well that's serendipitous. I was just whiling away the idle hours till we hit paydirt, wondering where Akida fits in the AI firmament:

1687568240736.png


Akida 1 = AI + hardware + SNN + ML

Akida 2 = AI + hardware + SNN + ML + TeNN + ViT (but this gets very messy on a Venn diagram). Suffice to say there may be slight software involvement with TeNN/ViT.



1687569461380.png
 
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Diogenese

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Thanks for this Jason,

This bit puts to bed the MF nonsense about Nvidia supplanting Akida:

"Ideally, you qualify for this job with:
  • Course − Completed degree (PhD, Master or Diploma) in Artifical Intelligence, Data Science, Physics, Mathematics, Computer Science or comparable
  • Knowledge − Very good knowledge of software development (C#, JavaScript, Python, SNN, ect.)
  • Language skills − Confident German and English skills, both spoken and written
  • Personal skills − High level of motivation and willingness to work, strong analytical and conceptual skills, independent working methods, ability to work in a team, commitment, quick perception, resilience, affinity for the product, organizational talent, cooperation in an international work environment"

From my brief searches, Nvidia do not appear to have any patents for SNN.
 
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Jasonk

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Screenshot_20230624_094538_Samsung Internet.jpg


Screenshot_20230624_094459_Samsung Internet.jpg
 
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