BRN Discussion Ongoing
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wilzy123
Founding Member
HopalongPetrovski
I'm Spartacus!
Thank goodness we’re not frozen at this point in time.
As we all know, over time, the share price, like the wider market, expands and contracts.
That’s how we make money.
Trading or otherwise exploiting the change.
The fact that it happens independent of our personal agendas is problematic if we don’t take that fact into consideration.
Agreed, it’s unfortunate if you have to sell at the moment and I have empathy with those of us in that situation, but profit can still be extracted from lessons learnt.
Hang in there folks
Damo4
Regular
Thank goodness we’re not frozen at this point in time.
As we all know, over time, the share price, like the wider market, expands and contracts.
That’s how we make money.
Trading or otherwise exploiting the change.
The fact that it happens independent of our personal agendas is problematic if we don’t take that fact into consideration.
Agreed, it’s unfortunate if you have to sell at the moment and I have empathy with those of us in that situation, but profit can still be extracted from lessons learnt.
Hang in there folks
Spot on mate!
Right now it's important to support each other, we are all (hopefully) here with a common goal.
robsmark
Regular
It’s only spot on if management can regain buoyancy in the company again by demonstrating revenue and signing more deals. Without that we’re done, and let’s be honest, it’s not looking so good right now is it?Spot on mate!
Right now it's important to support each other, we are all (hopefully) here with a common goal.
Why haven’t more companies signed with us when other companies in similar positions are gaining traction left, right and centre?
The goal posts keep moving as the company matures… “22” is our year, “23” is our year, “24” will be our year… still nothing! When was the last time the company mentioned an NDA? It’s starting to feel like Chinese whispers, and the company are being silent hiding behind a wall of assumption on our part.
I want to know what the fuck is going and nobody in the know is willing to answer me!
Fullmoonfever
Top 20
Been sniffing around Numem work with NASA (Ames) again to see what next steps are if at all.
Appears Phase 1 completed early 2023 but can't find an outcome summary at this point.
They had an original project ended in 2021 using DNN coprocessor but then switched to Akida in 2022.
Worth seeing whether it moves to a Phase 2 near term especially given that other NASA (Ames) presso I found recently with Akida still on their Sat program.
PDF summary ex Techport HERE
Appears Phase 1 completed early 2023 but can't find an outcome summary at this point.
They had an original project ended in 2021 using DNN coprocessor but then switched to Akida in 2022.
Worth seeing whether it moves to a Phase 2 near term especially given that other NASA (Ames) presso I found recently with Akida still on their Sat program.
PDF summary ex Techport HERE
Damo4
Regular
In my honest opinion, there is a disconnect between SP and the outlook of the company.
I don't believe we are looking like we are 'done.' If I did, I would have sold.
I think it would be insanity to believe this company is destined for failure but still hold on. Unless you believe we will be pumped back to a level in which you can exit with most or more than your money in hand? All prior to the apparent inevitable collapse?
TBH there's many people here who would sell out at or around their avg price which is so silly too, but to each their own.
To answer your questions about why, I can only trust what management have to say.
Unfortunately I don't know more about Brainchip than them, so I don't believe its prudent to reject their responses.
If we can't trust them when they speak of the position they are in now, why have so many held onto single sentences from Sean regarding watching the financials, or lumpy revenue?
TBH I can see why management is tight-lipped, everyone here expects them to crystal-ball revenue figures and IP contracts and then try to crucify them when they miss.
BTW, how come this is directed at me?
If you take issue with what Hop said, why don't you reply to him? I just agreed with his well worded response.
My only personal contribution to what he said was support each other?
Fullmoonfever
Top 20
While over at Techport, checked out the outline on the Intellisense Phase 2 status as below.
Per the summary and all things going well, we should see a prototype around early / mid next year as Phase 2 expected completion around May.
Intellisense Systems, Inc. proposes in Phase II to advance development of a Neuromorphic Enhanced Cognitive Radio (NECR) device to enable autonomous space operations on platforms constrained by size, weight, and power (SWaP). NECR is a low-size, -weight, and -power (-SWaP) cognitive radio built on the open-source framework, i.e., GNU Radio and RFNoC™, with new enhancements in environment learning and improvements in transmission quality and data processing. Due to the high efficiency of spiking neural networks and their low-latency, energy-efficient implementation on neuromorphic computing hardware, NECR can be integrated into SWaP-constrained platforms in spacecraft and robotics, to provide reliable communication in unknown and uncharacterized space environments such as the Moon and Mars. In Phase II, Intellisense will improve the NECR system for cognitive communication capabilities accelerated by neuromorphic hardware. We will refine the overall NECR system architecture to achieve cognitive communication capabilities accelerated by neuromorphic hardware, on which a special focus will be the mapping, optimization, and implementation of smart sensing algorithms on the neuromorphic hardware. The Phase II smart sensing algorithm library will include Kalman filter, Carrier Frequency Offset estimation, symbol rate estimation, energy detection- and matched filter-based spectrum sensing, signal-to-noise ratio estimation, and automatic modulation identification. These algorithms will be implemented on COTS neuromorphic computing hardware such as Akida processor from BrainChip, and then integrated with radio frequency modules and radiation-hardened packaging into a Phase II prototype. At the end of Phase II, the prototype will be delivered to NASA for testing and evaluation, along with a plan describing a path to meeting fault and tolerance requirements for mission deployment and API documents for integration with CubeSat, SmallSat, and rover for flight demonstration.
Per the summary and all things going well, we should see a prototype around early / mid next year as Phase 2 expected completion around May.
Intellisense Systems, Inc. proposes in Phase II to advance development of a Neuromorphic Enhanced Cognitive Radio (NECR) device to enable autonomous space operations on platforms constrained by size, weight, and power (SWaP). NECR is a low-size, -weight, and -power (-SWaP) cognitive radio built on the open-source framework, i.e., GNU Radio and RFNoC™, with new enhancements in environment learning and improvements in transmission quality and data processing. Due to the high efficiency of spiking neural networks and their low-latency, energy-efficient implementation on neuromorphic computing hardware, NECR can be integrated into SWaP-constrained platforms in spacecraft and robotics, to provide reliable communication in unknown and uncharacterized space environments such as the Moon and Mars. In Phase II, Intellisense will improve the NECR system for cognitive communication capabilities accelerated by neuromorphic hardware. We will refine the overall NECR system architecture to achieve cognitive communication capabilities accelerated by neuromorphic hardware, on which a special focus will be the mapping, optimization, and implementation of smart sensing algorithms on the neuromorphic hardware. The Phase II smart sensing algorithm library will include Kalman filter, Carrier Frequency Offset estimation, symbol rate estimation, energy detection- and matched filter-based spectrum sensing, signal-to-noise ratio estimation, and automatic modulation identification. These algorithms will be implemented on COTS neuromorphic computing hardware such as Akida processor from BrainChip, and then integrated with radio frequency modules and radiation-hardened packaging into a Phase II prototype. At the end of Phase II, the prototype will be delivered to NASA for testing and evaluation, along with a plan describing a path to meeting fault and tolerance requirements for mission deployment and API documents for integration with CubeSat, SmallSat, and rover for flight demonstration.
Lets hope there is some big news coming on Thursday in the second part of the podcast !
Seems a bit strange why they would separate it out .....
FJ-215
Regular
The half year financial report is likely to come out later this week as well. Good opportunity to provide the market with an update on where the company is at with Akida 1500 and 2.0
mrgds
Regular
Unfortunately, i spoke with TD and the podcast was cut in two, because they felt 40mins was too long.
Go figure
Agrees
Seriously? In a veritable vacuum of information and updates from the company 40mins is barely enough imo. That response shows a complete lack of awareness by the company imo.Unfortunately, i spoke with TD and the podcast was cut in two, because they felt 40mins was too long.
Go figure
For the quiet days of single figure transactions and bots galore.
We all need reassurance some days!
I keep going back to the list.
Hi Fmf,
Impressive find.
The addition of MRAM as a plug-in to Akida is important. Funnily enuf, I had for some time speculated that NASA could use memristors as non-volatile storage in conjunction with Akida because of their inherent radhard characteristics.
Akida has always had provision for external memory connection, so I guess the project was just a matter of pin-matching.
robsmark
Regular
Hey Damo, defiantly not directed at you - I have zero personal issues with anyone on this forum, most of you I don't know, and those of you who I have met in person are fantastic people. I was simply responding to a post.
I want to respond to your post accurately, so I'm going to break it down by sentence.
In my honest opinion, there is a disconnect between SP and the outlook of the company.
Six months ago and I'd have agreed with you, now, I think we are probably appropriately priced. Every passing day without commercial adoption (and lets be clear - that's all that matters here. Partnerships, podcasts, scientific articles, new hires, Robs likes on LinkedIn all mean nothing if nobody buys our product) diminishes the value of this company (in my opinion of course). AKD1000 has been available for over two years', and call it a test chip if you like (and that another story as this isn't what the company sold it to us as initially), but it was sold to two clients, so obviously there was potential for it to be sold to more - why wasn't it?.. We've seen articles and "evidence" being posted here for the four years' that I've been a shareholder, so why haven't any of the referenced signed a contract? By means of example - We've seen multiple phone and device releases by the big two over that period, so that completely null and voids the argument of development time. We're apparently at the start of an Artificial Intelligence revolution, we have a working chip, ready for sale, better and cheaper than any of the largest semiconductor companies have got, and we cant sell it? It's beginning to feel like there's no appetite for it.
I don't believe we are looking like we are 'done.' If I did, I would have sold.
I actually said that without commercial take up we're done, obviously we have sufficient operating capital for the coming months, but what happens when that runs out? Investors aren't going to keep throwing good money at it without a return. Without being patronising - look at the chart! If it continues on this trajectory for another 18 months without further commercial contracts and revenue then I'll stand by that statement.
There are plenty of companies on the ASX that have peaked and failed, and this is looking very similar right now. Its not good.
I think it would be insanity to believe this company is destined for failure but still hold on. Unless you believe we will be pumped back to a level in which you can exit with most or more than your money in hand? All prior to the apparent inevitable collapse?
TBH there's many people here who would sell out at or around their avg price which is so silly too, but to each their own.
I believe we are at a defining moment in the companies history, and the tires need to touch the tarmac. I've been bullshitted time and time again by company representatives (to my face) telling me that they're extremely positive about the coming months, etc., only to be let down by a fucking partnership or some other insignificant news. Contracts and revenue are needed, and they are needed very soon, but I'm questioning whether we have a team that are up to it, assuming that the chip is as good as its said to be.
I have a significant number of shares. Nobody wants this company to succeed more than I do. I've read and read, and researched and read and have weighed up this investment against others, and this is my current outlook. Its mine, and everyone is entitles to their own. I see high level posters stating with fact that the future is rosy and big things are coming, but (and in response to your question a couple of days ago @Rise from the ashes, this is me calling out the bullshit) they don't know what will happen in the future and they have no guarantees that management turn this company into a success.
To answer your questions about why, I can only trust what management have to say.
Unfortunately I don't know more about Brainchip than them, so I don't believe its prudent to reject their responses.
If we can't trust them when they speak of the position they are in now, why have so many held onto single sentences from Sean regarding watching the financials, or lumpy revenue?
Sean has said a lot of things, as have the rest of them, but the proof is in the pudding and as i mentioned previously, nothing has transpired.
TBH I can see why management is tight-lipped, everyone here expects them to crystal-ball revenue figures and IP contracts and then try to crucify them when they miss.
I don't think that's fair. They need to do better with shareholder engagement and have more transparency. The podcasts tell us nothing, but elude us to believe a future where Akida runs the world, but in reality we're a microcap again, with no real world adoption and a declining SP.
I'm no stranger to making my concerns vocal (and yes, I understand that rubs a lot of you up the wrong way), but I'm a genuine shareholder with genuine concerns that I cant seem to get a proper answer to:
- What is the status of the EAP participants?
- How many companies are Brainchip currently engaged with?
- What is the sector distribution of these engagement?
- How advanced are these engagements?
They aren't hard questions, and don't specifically break any non-disclosure agreements as there is nothing specific in them.
"The share price will do what the share price will do" - This about sums up how few fucks management actually give about company shareholders.
They need to do better.
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robsmark
Regular
Unfortunately, i spoke with TD and the podcast was cut in two, because they felt 40mins was too long.
Go figure
Case and point.
Fullmoonfever
Top 20
Now, I could be wrong in my understanding and happy to be corrected if so.
However, been reading so many diff articles, papers etc like everyone else and my simple thinking....
There are obviously algorithms whether they be CNN or SNN which are the software component.
Then you have the hardware to do the processing of said algos, whether that be GPU, CPU, TNU or Neuromorphic like AKD1000, 1500 etc.
Now, I'm thinking the company thought it may have been a bit of an easier switch initially by producing AKD1000 as the hardware in conjunction with the CNN2SNN converter.
Kind of makes sense as the majority of algos appear to be CNN based and we would need SNN algos to run on the Akida hardware. The CNN2SNN would facilitate that to show the benefits.
As the company said, the AKD1000 take-up wasn't really forthcoming as existing solutions were fit for purpose and needs at the time for end users to go changing up their production schedules / models / products etc.
It did however provide a POC for those who tested and played with AKD1000 and a feedback channel to BRN for the next iterations.
These days, I'm starting to see more commentary in various places that SNN algos are now getting traction and written accordingly and they will require the neuromorphic hardware side to be able to process them to full capability.
This is where I believe we will start to find our space as and when these SNN algos start finding their spot in newer upcoming products, particularly at the edge, developers and companies will approach the Megachips and Renesas (and us) of the world.
Will be interesting to find out eventually what the Renesas tape out was for and if SNN algo driven.
The downside to my thinking is that our initial mkt penetration was a little muted as we know and provided some additional time for competitors to refine their own offerings.
The upside is that the BRN team have been listening to clients and evolving Akida accordingly with VIT and TENN which will hopefully keep us ahead of the rest though I feel the gap closed slightly during the last couple of years.
Given we have the integration of our IP with the likes of the M85 it allows the current crop of product developers and ARM users to now include specifically written SNN algos.
We need to seriously target end user products that now have SNN algos written imo and get the flow on effect of the IP agreements and / or the production royalties through Megachips and Renesas.
However, been reading so many diff articles, papers etc like everyone else and my simple thinking....
There are obviously algorithms whether they be CNN or SNN which are the software component.
Then you have the hardware to do the processing of said algos, whether that be GPU, CPU, TNU or Neuromorphic like AKD1000, 1500 etc.
Now, I'm thinking the company thought it may have been a bit of an easier switch initially by producing AKD1000 as the hardware in conjunction with the CNN2SNN converter.
Kind of makes sense as the majority of algos appear to be CNN based and we would need SNN algos to run on the Akida hardware. The CNN2SNN would facilitate that to show the benefits.
As the company said, the AKD1000 take-up wasn't really forthcoming as existing solutions were fit for purpose and needs at the time for end users to go changing up their production schedules / models / products etc.
It did however provide a POC for those who tested and played with AKD1000 and a feedback channel to BRN for the next iterations.
These days, I'm starting to see more commentary in various places that SNN algos are now getting traction and written accordingly and they will require the neuromorphic hardware side to be able to process them to full capability.
This is where I believe we will start to find our space as and when these SNN algos start finding their spot in newer upcoming products, particularly at the edge, developers and companies will approach the Megachips and Renesas (and us) of the world.
Will be interesting to find out eventually what the Renesas tape out was for and if SNN algo driven.
The downside to my thinking is that our initial mkt penetration was a little muted as we know and provided some additional time for competitors to refine their own offerings.
The upside is that the BRN team have been listening to clients and evolving Akida accordingly with VIT and TENN which will hopefully keep us ahead of the rest though I feel the gap closed slightly during the last couple of years.
Given we have the integration of our IP with the likes of the M85 it allows the current crop of product developers and ARM users to now include specifically written SNN algos.
We need to seriously target end user products that now have SNN algos written imo and get the flow on effect of the IP agreements and / or the production royalties through Megachips and Renesas.
equanimous
Norse clairvoyant shapeshifter goddess
Amongst all the dark posts there is a fullmoon that shines through
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