BRN Discussion Ongoing

[Boab]

Question for those that have experience in reading the financials
After the large half yearly spend how many quarters do we now have left in the kitty to keep operating before we need to do another SP dilution sorry I mean Capital raise??
We need to get to break even pretty quickly but that may still be some time away.
Regards to all.

 

[Bravo]

Not a problem Bravo although it won't be much. I'm a bit skint having made a small addition to the holdings. Can come over and help prep the hot tub tho’ and I’ll chat to Esq. to see if he’ll put together a playlist for the music machine. Least I can do for all your work.

Thanks @Mea culpa! That's so generous of you! And what better way to distract ourselves from incessantly looking at the SP than to be immersed in cleaning all of the caked-on grime, body oil and bacterial microbes out of the ol' hot tub-a-roo?

Perhaps we should extend an invite to @Damo4 as well because he seems to be going a little troppo too.

PS: Don't forget to bring your rubber gloves.

 

[IloveLamp]

Cloud and ML leadership with Neoverse V2

We detail the new features and capabilities available on the Arm Neoverse V2 Platform and show how it delivers leadership performance on cloud, HPC and AI/ML workloads.

community.arm.com

 

[SharesForBrekky]

Here is a really good article about India becoming the next Superpower, and the relevance of Brainchip's ever increasing significant connections with India:

The U.S.–India Relationship Is Key to the Future of Tech

As the U.S. becomes more concerned about China, its relationship with India will become more important. This is particularly true in terms of technology. Both countries need to invest in creating a technology corridor between the two countries. That means removing trade barriers, but it also...

hbr.org

Some really good points in the article being raised, such as:

"And as the United States’ concerns about China grow, India shines as a promising alternative in supply chains, innovation hubs, and joint-ventures. As the world’s largest democracy with an increasingly open economy and a strong technology sector, it has the potential to operate at scale."

"Trade relations with the United States are important at $100 billion a year but trade with neighboring China is double that. So, India will continue to trade actively with China as will the United States. But when it comes to technology, a sector in which clear decoupling has begun, India must choose which partner it wants to prioritize."

"But by collaborating with American companies and encouraging reciprocal cycles of innovation, more Indian companies can become genuine technological leaders, developing original intellectual property with its deep wells of talent. American companies must shift their perception of Indian companies from one of outsourcing to one of radical collaboration."

 

[Mea culpa]

Thanks @Mea culpa! That's so generous of you! And what better way to distract ourselves from incessantly looking at the SP than to be immersed in cleaning all of the caked-on grime, body oil and bacterial microbes out of the ol' hot tub-a-roo?

Perhaps we should extend an invite to @Damo4 as well because he seems to be going a little troppo too.

View attachment 43260

PS: Don't forget to bring your rubber gloves.

Oh dear, my minds aghast at what perilous body fluid substances may be found. May need a super strength hospital grade antiseptic and a full body protection suit. Yeah, we can drag Damo along but there’s one or two purporting to be SH’s need not bother with.

 

[GingerRogers]

Does anyone else get the feeling there's going to be a lot more happening soon now this has been announced.
One of these might just be a contract signing instead of a partnership.

Not really. Takes a long time from product design to product sale.

 

[Damo4]

Thanks @Mea culpa! That's so generous of you! And what better way to distract ourselves from incessantly looking at the SP than to be immersed in cleaning all of the caked-on grime, body oil and bacterial microbes out of the ol' hot tub-a-roo?

Perhaps we should extend an invite to @Damo4 as well because he seems to be going a little troppo too.

View attachment 43260

PS: Don't forget to bring your rubber gloves.

Oh dear, my minds aghast at what perilous body fluid substances may be found. May need a super strength hospital grade antiseptic and a full body protection suit. Yeah, we can drag Damo along but there’s one or two purporting to be SH’s need not bother with.

Might have to clock in some time at the range tonight to cope ahahah

 

[robsmark]

Not really. Takes a long time from product design to product sale.

That doesn’t mean that a material contract won’t be signed - looks at Renesas and Megachips… neither of these companies had a product developed before they signed a deal.

 

[Getupthere]

Interesting week ahead.

2.0 to be officially released.

Will Brn stay or get kicked out of the asx200 this Friday?

 

[Labsy]

I have noticed that my last couple purchases have been as a result of after market sell off. I suspect this is done in an attempt to remove or reduce the list of buyers at the end of days price. Anyone else notice similar action?

 

[Pappagolla]

That doesn’t mean that a material contract won’t be signed - looks at Renesas and Megachips… neither of these companies had a product developed before they signed a deal.

I can’t wait until these products hit the market, not only for the royalties of course but also the knock on effect. If they can deliver products with significant competitive advantages (on the back of Akida) people are gonna ask how they’re doing it and investigate the possibility of doing it themselves.

 

[Schnitzel lover]

When we discuss and hear about partners of BRN that are announced as integrating the Akida technology into their offerings, can we safely say that some of these newly announced partners already are part of sub-licensing through Megachips? Or are they working with Renesas to build products?

There seems to be a disconnect between the excitement of such partnerships for us shareholders, whether they are or intend to be Akida IP license holders, whether they use third-party chipmakers to produce their desired products, and the point of which these partners' are in their product development cycles.

Eg. "By partnering with BrainChip and implementing Akida technology into medical and industrial solutions, we are able to deliver innovative solutions at a faster time to market than otherwise possible.”

What is a faster time to market? 6months, 1yr, 2yrs, 5yrs?

As much as BRN cannot break their NDAs and need to be highly discreet, I think some sort of communication as to how advanced some of these development cycles are would be reassuring. It is what I believe affects the issues surrounding the polarities of BRN's market valuation, from one of the potential next big 5, to currently, 'the boy who cried wolf'. It encourages an 'all-or-nothing' approach to investing as a shareholder, and why wonderful contributors such as FF are pilloried and bullied out of the public view, despite their tiresome research.

 

[buena suerte :-)]

Looking forward to akida chips being in Tetley's teabags, performing inference at the extreme edge, untethered from the cloud at ultra low power, to let me know when my partner's optimal brew / taste preference has been achieved for that perfect cuppa, every single time.

WIth one shot and on-device learning,, I expect each tea box to learn and understand the preference after that first cuppa. Repeatable and consistent for the remaining 99 tea bags per box.

Man, life is good! My upcoming marriage has been saved.

“My upcoming marriage”
Very nice mate ….

 

[HopalongPetrovski]

Thanks @Mea culpa! That's so generous of you! And what better way to distract ourselves from incessantly looking at the SP than to be immersed in cleaning all of the caked-on grime, body oil and bacterial microbes out of the ol' hot tub-a-roo?

Perhaps we should extend an invite to @Damo4 as well because he seems to be going a little troppo too.

View attachment 43260

PS: Don't forget to bring your rubber gloves.

Smile fellas

 

[Quiltman]

How about this from TATA Senior Scientist on Neuromorphic compute ... given one of the 2 declared "partnership " directions was medical devices.

Tata Elxsi’s partnership with BrainChip will be driving Akida™ technology into medical devices and industrial applications by leveraging BrainChip’s first-to-market, fully digital, neuromorphic technology to provide intelligent, low-power solutions to these demanding target markets.

Published 9 months ago :

Chart in detail

https://neurips.cc/media/PosterPDFs/NeurIPS%202022/60044.png?t=1668067062.275098

Bottom Right :

Guessing benchmark on BrainChip Akida went pretty damn well given todays announcement !

And this white paper from TATA from 1 year ago, which had Sounak as one of the authors.

They were all over SNN advantages for a while ...

Creating Futuristic Edge Systems with Neuromorphic Computing​

As AI techniques on classical processor architecture become a concern, explore neuromorphic computing to create futuristic systems with intelligence at the edge.
www.tcs.com

 

[equanimous]

How about this from TATA Senior Scientist on Neuromorphic compute ... given one of the 2 declared "partnership " direction was medical devices.

Tata Elxsi’s partnership with BrainChip will be driving Akida™ technology into medical devices and industrial applications by leveraging BrainChip’s first-to-market, fully digital, neuromorphic technology to provide intelligent, low-power solutions to these demanding target markets.

Published 9 months ago :

Bottom Right :

Guessing benchmark on BrainChip Akida went pretty damn well given todays announcement !

View attachment 43268

And this white paper from TATA from a while back, which had Sounak as one of the authors.
They were all over SNN advantages for a while ...

Creating Futuristic Edge Systems with Neuromorphic Computing​

As AI techniques on classical processor architecture become a concern, explore neuromorphic computing to create futuristic systems with intelligence at the edge.
www.tcs.com

This post is Gold.

 

[Rodney]

You’re correct. What baffles my mind is that all the posters with their “burn the shorters” attitude started rallying against them when we were at >1$ claiming that they loose money.
We have to face that the first generation failed massively. We have to face that none of the dot joining in the past 3-4 years ever eventuated to something material. We know that valeo won’t use the current Akida technology.

I’m sure our technology is top notch especially the following generations.
However, it doesn’t matter as long as the management board fails to deliver. If companies choose other technologies over ours no matter if ours is superior, then management ist not able to handle our company.
Now we have to hope that a cap raise won’t be coming and that the management team chooses action over words. Something up until this point they were never able to do.

I’m not sure why you are baffled with the posters burn the shorters attitude as they the shorters are mainly responsible for the price drops of the share price. Look at yesterday 5 million shorted on a company that normally trades between 5 and 20 million share a day. This has a massive impact on share price and confidence of holders and potential purchasers. I’m baffled that the law allows shorters to manipulate the price when not owning a actual share. On the up side there are close to 146 million shorted outstanding that need to be returned. My hope is that they don’t already hold a chunk of these shares on the side. There was a company SYA that was shorted heavily around 8% before a capital raise and after the capital raise it shrunk to 4% the capital raise was done at 18 cents and I would bet the shorters bought a big chunk of those shares. Now Sya have been shorted down to 10 cents and I bet it’s from the same group manipulated the price down the first time. The reason people want shorters to burn is because they are parasites so don’t be baffled.

 

[Mccabe84]

Anyone know what the short level is at ? Hopefully it starts dropping soon

 

[Rise from the ashes]

Anyone know what the short level is at ? Hopefully it starts dropping soon

The poster above you @Rodney just mentioned 146 million

 

[Pmel]

Extremely frustrated by the share price. It is hurting to see the value drop day by day. I have invested a lot but now have lost a lot as few of you guys. I wont sell as i am deep in red. Come on Brainchip show us few IP contracts.