BRN Discussion Ongoing

[Getupthere]

BRN has finally hit a fork in the road.

I believe all shareholders are expecting 1 plus IP deals within 6 months of the release of 2.0.

Akida 2.0 was designed based on customers requirements.

The time has come for BRN to convert lookers into buyers and become a real AI player.

My view is 6 months is enough time from release to make my decision to continue with current management or not.

Current customers would have made their decisions on BRN already and are just waiting for the official 2.0 release.

I personally believe the sales team have every right to ask for the business now, particularly because the 2.0 was designed based on the their requirements.

If the customers are not prepared to sign then I think either management needs to change or BRN to be sold off.

You must have signed IP deals in the order bank to progress forward.

Time will tell.

 

[JDelekto]

Yep. Dots are great, but can be misleading. Nothing really counts until the company actually announces it.

Whether or not Akida is used in their project, it does not take an IP agreement to control one or more systems in a single vehicle.

It is reasonable to think that any company or agency working on a one-off project, such as a lunar lander, can do so with one single developer's kit and maybe a few hours of consultation with BrainChip.

A $499.99 PCIe card will not bring in the revenue stream like a chip supplier with an IP agreement; other than making investors feel good about the technology, I have no reason to believe it will have a material effect on the share price.

 

[DingoBorat]

What's got me concerned that if it's not Akida, wouldn't that mean that it's not the only commercially available chip/IP out there?

From skimming the article on India's Moon landing, there is nothing I could see, that suggests A.I. hardware.
All the talk is about A.I. algorithms.

A.I. software is everywhere, but it ain't where it's at..

To all, I've probably missed something, but why isn't the 800k from the June quarterly, in the half yearly?..

 

[DingoBorat]

BRN has finally hit a fork in the road.

I believe all shareholders are expecting 1 plus IP deals within 6 months of the release of 2.0.

Akida 2.0 was designed based on customers requirements.

The time has come for BRN to convert lookers into buyers and become a real AI player.

My view is 6 months is enough time from release to make my decision to continue with current management or not.

Current customers would have made their decisions on BRN already and are just waiting for the official 2.0 release.

I personally believe the sales team have every right to ask for the business now, particularly because the 2.0 was designed based on the their requirements.

If the customers are not prepared to sign then I think either management needs to change or BRN to be sold off.

You must have signed IP deals in the order bank to progress forward.

Time will tell.

View attachment 43022

Thumbs up, for the Flux Capacitor

 

[Cartagena]

BRN has finally hit a fork in the road.

I believe all shareholders are expecting 1 plus IP deals within 6 months of the release of 2.0.

Akida 2.0 was designed based on customers requirements.

The time has come for BRN to convert lookers into buyers and become a real AI player.

My view is 6 months is enough time from release to make my decision to continue with current management or not.

Current customers would have made their decisions on BRN already and are just waiting for the official 2.0 release.

I personally believe the sales team have every right to ask for the business now, particularly because the 2.0 was designed based on the their requirements.

If the customers are not prepared to sign then I think either management needs to change or BRN to be sold off.

You must have signed IP deals in the order bank to progress forward.

Time will tell.

View attachment 43022

That's also my thoughts as I stated earlier ....

BrainChip has invested a lot of resources and money to produce the more advanced Gen 2 Akida which according to BrainChip was developed in consultation with partners feedback to meet their specialised needs of what they want the chip to do. BrainChip wouldn't have gone to this extent if partners or prospective customers do not intend to proceed with IP contracts otherwise I view that as tyre kicking. That's my logic.
Contracts need to be secured now. No ifs nor buts.

 

[robsmark]

A lot of posters point out that the release of the second gen will/ could change the price dump that we’ve experienced in Germany already.
But what will it change?
Now we have confirmation that the first gen is a flop. 3 years into commercialisation with nothing to show for.
Now it’s gonna take months if not years once again. Who cares if a second gen of a product that didn’t sell will be released?
No one

It actually will change a lot.

First of all, I personally don’t believe that AKD1000 was a flop. It did exactly what it was intended to do from a technical perspective, and was celebrated by those that verified it (Socionext, NASA, etc.). The impression given by the company is that the EAP customers wanted changes which were supposedly implemented into mk2. If this is the case, then there’s no reason (other than the time required for functional tests and verification) that these ‘customers’ wouldn’t sign a material contract.

I have no experience with what the timeframes are here, but would guess that the EAP customers would have completed much of what is required over the past two+ years’ of engagement with Brainchip, and the timeframes attached to this phase could be much faster. This coupled with the fact that the economy (although a long road to recovery) has started to show slowing inflation, and the war in Ukraine is now showing a reduced effect on global markets, creating a more inviting environment for product releases. I would hope to see at least one new contract before the next AGM or we could be looking at a failure. Given the cocky statements made by management, even in the light of a train-wreck of a financial report, I suspect that they hope that this is how things will play out too. I remain optimistic for now.

Of course I could have it all very wrong.

 

[Boab]

I am only a newbie ti LinkedIn so not quite sure how to forward things on?
It's in a different language but I'm sure it says neural network? S130
Perhaps someone else can supply a clearer print than my cut and paste.
View attachment 43021

Ibrahim Sobh - PhD on LinkedIn: #deeplearning #autonomousdriving #computervision #patentes #innovation… | 21 comments

🚀 Proud to announce that 𝑭𝒐𝒖𝒓 𝒐𝒇 𝒎𝒚 𝒑𝒂𝒕𝒆𝒏𝒕𝒔 have been published recently on Google. 📜𝐄𝐏𝟑𝟗𝟕𝟓𝟎𝟑𝟔𝐀𝟏… | 21 comments on LinkedIn

www.linkedin.com

 

[KKFoo]

Good evening, I know the last HY report has stirred up a lot of concerns amongst us, so I just want to be prepared to navigate this situation and contemplating whether I should average down again if the share price drops next week. If I use one of the known facts that Renesas already taping out a MCU with Akida in it in last Dec, my question is do you think SP should be higher then the current level once Renesas announce the availability of Akida powered MCU? I personally think it should, so hopefully that I got it right this time..

 

[Cardpro]

The last investor updates had proven shorters and fools right about the company and we holders wrong. I don't know what is behind the scenes but the words were almost exact. Our 1.0 was not robust enough to support the sp. Which in other means stands no where.
I am a believer of technology and believes company will learn from their failures and come out of dark. We have better ecosystem, better products , better market insights than what we had 3 years ago. So hopefully things will change for better.
I also believe that 1st strike was an eye opener for the management and if they cannot improve in time that means we are in serious trouble now.
Dyor

Not sure if it was just me, it kinda sounded like he was saying - it is what it is and result of the vote is simply because of the lower share price as they've already changed the rem report last year and they will just continue as they feel confident that they are on the right path......

He kept saying "it is what it is" which reminds me of the other statement "share price will do what the share price does"... sigh...

Mehh..

 

[Rise from the ashes]

But the question is: Would BrainChip or any other company officially announce that the joint development was terminated? I would say NO. It would just not talk about it anymore, which they didn't do for for a longer time.

So we cannot be sure if it still exists.

I'd think they would remove the banner from the website if that was the case and surely a company as big a valeo would request the banner to be removed politely first....
Apologies for the extra Post I missed the previous replies to you.

 

[charles2]

Joni must have anticipated the bipolarity of Brainchip investors.

"Love has two faces....hope and despair"

 

[Rise from the ashes]

Anyone know what the Indian version of SBIR is?

 

[stockduck]

Am I reading this correctly that ROBT ( ETF) has been buying up big in BRN ? Over 8mil shares and an increase of 94%

BRN Institutional Ownership and Shareholders - BrainChip Holdings Ltd (ASX) Stock

BRN Institutional Ownership and Shareholders - BrainChip Holdings Ltd (ASX) Stock

fintel.io

The Big institution seem to be buying for some reason
View attachment 42915 View attachment 42916 View attachment 42917

....love that observation! Thanks for posting.

 

[JDelekto]

Good evening, I know the last HY report has stirred up a lot of concerns amongst us, so I just want to be prepared to navigate this situation and contemplating whether I should average down again if the share price drops next week. If I use one of the known facts that Renesas already taping out a MCU with Akida in it in last Dec, my question is do you think SP should be higher then the current level once Renesas announce the availability of Akida powered MCU? I personally think it should, so hopefully that I got it right this time..

I am still trying to average down in small lots when I can, but the foreign stock fee on Fidelity is brutal every time I purchase shares.

So far, there are two signed IP agreements from Renesas and MegaChips. Both have products integrating Akida technology and could potentially sell to one or more customers. We do not know how many customers have or how many units they will sell.

As long as nothing has changed, sometime between now and the end of September, the Akida 2.0 IP will be available. The second-generation offering has been driven by customer feedback, and potential customers are waiting for its release to evaluate it. It is reasonable to expect new IP deals to be signed, although there is no timeline as to when that will happen.

I find that it helps not to look at the day-to-day price of the stock but instead anticipate how BrainChip's technology will be applied in several different markets to improve processes and the quality of life.

AI is the new hotness now because of much better algorithms and trained models. What BrainChip brings to the table is a new paradigm in inferencing in a way that is sensor-agnostic, applicable to a wide range of industries, and exhibits performance, power savings, and security, unlike other products in the AI space.

I want to see BrainChip succeed, not because I have invested in the company, but because I believe their technology should become the standard for Edge AI solutions. They took a chance with a neuromorphic processor while others were skeptical of its marketability; hopefully, as the product goes through its iterations, it will bring performant solutions to customers who require it for their particular approach and have waited all this time for it to emerge.

 

[Makeme 2020]

Renesas still nothing.
Megachips still nothing.
Brainchip still nothing.

 

[TECH]

It actually will change a lot.

First of all, I personally don’t believe that AKD1000 was a flop. It did exactly what it was intended to do from a technical perspective, and was celebrated by those that verified it (Socionext, NASA, etc.). The impression given by the company is that the EAP customers wanted changes which were supposedly implemented into mk2. If this is the case, then there’s no reason (other than the time required for functional tests and verification) that these ‘customers’ wouldn’t sign a material contract.

I have no experience what the timeframes are here, but would guess that the EAP customers would have completed much of what it required over the past two+ years’ of engagement with Brainchip, and the timeframes attached to this phase could be much faster. This coupled with the fact that the economy (although a long road to recovery) has started to show slowing inflation, and the war in Ukraine is now showing a reduced effect on global markets, creating a more inviting environment for product releases. I would hope to see at least one new contract before the next AGM or we could be looking at a failure. Given the cocky statements made by management, even in the light of a train-wreck of a financial report, I suspect that they hope/suspect that this is how things will play out too. I remain optimistic for now.

Of course I could have it all very wrong.

Excellently worded post.

AKD 1000 was NOT a flop, the company is still pursing opportunities with the chip, it has a place in our suite of products for the right customer who is attempting to produce a certain product, not forgetting this was an remarkable achievement in the first place !

It not only introduced the world to Spiking Neural Networks, Proof of Concept it opened up the gateway to further discussions which led to the CNNSNN function and now the more advanced, hand-picked technology that "several clients specifically requested" in our soon to be released AKD 2.0

Antonio explained it beautifully in this weeks podcast, please listen to him again from the 15m 30s section onwards, maybe I'm the only one here who is listening, this man has more experience in this field than many, many others...he knows what the long game is, "I'd be long on AI" and I'd suggest anyone here with any sort of vision already knows that.

Possibly the issue really is that, we are so further advanced than any other company spearheading this groundbreaking technology that, we are facing "all the headwinds" on top of the normal challenges facing companies, as in, micro economics etc.

Disruptive technology, is just that, it's disruptive, time consuming to get the ball to rotate in a completely different direction, the momentum has to change, and it is....AI is all the buzz, it wasn't 12/24 months ago.

"noting that several active customers elected to defer their evaluation of BrainChip’s technology until after the expected release of Akida 2.0 in August 2023"

Antonio J Viana.

He also mentioned in the podcast that in the early stages, if a company does sign a license, that the next phase could be 2/3 years and even then a product may never even see the light of day, let alone be a success in the marketplace.

Still very comfortable with my overall evaluation of our company in 16 months time, until then, keep riding the big waves, I'd suggest there's more to come, but that's purely my opinion....anyone fancy a game of two-up

Tech x

 

[stockduck]

I think as shareholders we are entitled to information that will help us to make informed decisions with regard to our investment. That's why I think we would (should) get confirmation of these things.

I did some dot researching on "semantic segmentation and super-resolution", a formulation of the last patent anouncement... and this came up via google:

https://blesaux.github.io/files/JCN_MiniFrance_ML2020_final.pdf

There is a researcher related to valeo....

https: //boulch.eu/

you can find some nice information on semantic segmentation....

RangeViT: Towards Vision Transformers for 3D Semantic Segmentation in Autonomous Driving

Arxiv Paper Code valeo.ai

boulch.eu

RangeViT: Towards Vision Transformers for 3D Semantic Segmentation in Autonomous Driving​

...but I really don`t know if it is related to brainchip .... only hope so.

 

[Neuromorphia]

Anyone know what the Indian version of SBIR is?

maybe these?
List of Research Funding Agencies in India:
https://www.ilovephd.com/research-funding-agencies-in-india/?expand_article=1

 

[HUSS]

Edge Impulse on LinkedIn: Qualcomm's 'Holy Grail': Generative AI Is Coming to Phones Soon

Qualcomm wants its next-gen Snapdragon chips to use AI for more than just improving camera shots. "Instead of needing an entire server farm, Qualcomm's…

www.linkedin.com

I can smell Akida inside these Qualcomms premium phone coming next year to markets via Generative AI on the device. Great read and interesting article!!

 

[AusEire]

Now we have confirmation that the first gen is a flop.

I'm going to assume that you are completely illiterate. The company has never once said that Akida1000 was a flop or failed or didn't work.

They stated that tech available currently is good enough for what tech companies are trying to achieve. It doesn't mean that it couldn't be used in future products that need more power efficiency etc etc.

Remember Megachips and Renesas (this year) are due to bring their own products to market soon having used Akida1000. Mercedes also used Akida1000 and said it was 5-10 times better than what they had been working with.

It was a success and continues to be. Otherwise Akida2.0 or Akida 1500 wouldn't have been developed.

The amount of dribble I've seen on here about this topic is annoying.

If you truly believe what you said just sell up and short this fucker. I bet you won't though