BRN Discussion Ongoing

[Tothemoon24]

According to a tweet from a trustable leaker and X user, @Tech_Reve, the Samsung XR headset will display an ultra-high 3,000 ppi pixel density. Like Apple"s Vision Pro headset, it is said to support hand tracking. The leaker claims the XR headset will incorporate smell in some capacity.

Samsung's XR headset reportedly supports smelling virtual environments

Samsung, Google, and Qualcomm are teaming up to develop an XR headset with advanced features, including smell integration, and a 3,000 ppi display. It could be unveiled at LSI Tech Day on Oct 5.

www-neowin-net.cdn.ampproject.org

 

[chapman89]

That's exactly what I thought he meant Doz, or at least along those lines..

I didn't think he meant we had only just begun dealing with customers (potential or not) in those countries.

But that we had a more substantial "presence" in them now.

It’s exactly what Sean said and he is right, under his watch we now have head of sales in other countries, and the head of sales in Japan for Brainchip just happens to be the former Head of Sales guy for ARM in Japan!

 

[GStocks123]

Worth having a squiz through here. Definitely smells like Akida!

Edge AI

Arm is advancing AI at the edge, unlocking edge intelligence and AI-driven IoT solutions to transform industries and fuel innovation across sectors.

www.arm.com

 

[Therealcookiemonster]

Has anyone watched the new Apple Watch presentation? They talk about processing at the edge, reduced power... all the words that excite us! I'm not getting my hopes up too much yet but I am very curious and feel like some people on this forum would be able to delve deeper into this than I can.

Quotes from the presentation:
From the 12 minute mark in the presentation

"S9 [the apple silicon chip] also has a new 4-core Neural Engine that can process machine learning tasks up to twice as fast.
This powerful custom silicon is what allows us to maintain all-day 18-hour battery life while adding new features and system-wide improvements to Series 9."

"Thanks to the powerful new neural engine, Siri requests are now processed on-device, making them faster and more secure. This means that the most common requests like... no longer have to go to the cloud, so they can't be slowed down by a poor Wi-Fi or cellular connection. "

"And because the Neural Engine can run a more advanced transformer model, dictation on Series 9 is up to 25% more accurate than on Series 8"

From the 16 minute mark in the presentation
"Double Tap controls the primary button in an app..." [you touch your index and thumb together on your watch hand twice to perform a double tap]
"The new gesture is enable by the powerful neural engine in Series 9, which processes data from the accelerometer, gyroscope, and optical heart sensor in a completely new way. It uses a machine learning algorithm to detect the unique signature of tiny movements and changes in blood flow when you hand and fingers perform a double tab"

Go to the 12 minute mark.

 

[DK6161]

Has anyone watched the new Apple Watch presentation? They talk about processing at the edge, reduced power... all the words that excite us! I'm not getting my hopes up too much yet but I am very curious and feel like some people on this forum would be able to delve deeper into this than I can.

Quotes from the presentation:
From the 12 minute mark in the presentation

"S9 [the apple silicon chip] also has a new 4-core Neural Engine that can process machine learning tasks up to twice as fast.
This powerful custom silicon is what allows us to maintain all-day 18-hour battery life while adding new features and system-wide improvements to Series 9."

"Thanks to the powerful new neural engine, Siri requests are now processed on-device, making them faster and more secure. This means that the most common requests like... no longer have to go to the cloud, so they can't be slowed down by a poor Wi-Fi or cellular connection. "

"And because the Neural Engine can run a more advanced transformer model, dictation on Series 9 is up to 25% more accurate than on Series 8"

From the 16 minute mark in the presentation
"Double Tap controls the primary button in an app..." [you touch your index and thumb together on your watch hand twice to perform a double tap]
"The new gesture is enable by the powerful neural engine in Series 9, which processes data from the accelerometer, gyroscope, and optical heart sensor in a completely new way. It uses a machine learning algorithm to detect the unique signature of tiny movements and changes in blood flow when you hand and fingers perform a double tab"

Go to the 12 minute mark.

At the edge, reduce power.. Yep definitely us!

 

[DK6161]

Has anyone watched the new Apple Watch presentation? They talk about processing at the edge, reduced power... all the words that excite us! I'm not getting my hopes up too much yet but I am very curious and feel like some people on this forum would be able to delve deeper into this than I can.

Quotes from the presentation:
From the 12 minute mark in the presentation

"S9 [the apple silicon chip] also has a new 4-core Neural Engine that can process machine learning tasks up to twice as fast.
This powerful custom silicon is what allows us to maintain all-day 18-hour battery life while adding new features and system-wide improvements to Series 9."

"Thanks to the powerful new neural engine, Siri requests are now processed on-device, making them faster and more secure. This means that the most common requests like... no longer have to go to the cloud, so they can't be slowed down by a poor Wi-Fi or cellular connection. "

"And because the Neural Engine can run a more advanced transformer model, dictation on Series 9 is up to 25% more accurate than on Series 8"

From the 16 minute mark in the presentation
"Double Tap controls the primary button in an app..." [you touch your index and thumb together on your watch hand twice to perform a double tap]
"The new gesture is enable by the powerful neural engine in Series 9, which processes data from the accelerometer, gyroscope, and optical heart sensor in a completely new way. It uses a machine learning algorithm to detect the unique signature of tiny movements and changes in blood flow when you hand and fingers perform a double tab"

Go to the 12 minute mark.

Actually, I can't see a like from Rob Telson. So definitely not us.

 

[rgupta]

At the edge, reduce power.. Yep definitely us!

That was exactly what Antonio was saying. These things are possible without akida1000 as well and that is why he said it was not robust enough.

 

[Luppo71]

Hi FMF,

I was in the auto repair industry for a while. If you look at new car prices vs what it would cost to build a car from spare parts you will see the monster mark up that car companies make compared to initial sales. The vehicle you buy just gets you on the hook for credit, maintenance & parts.

We are moving to a world of EV cars (less moving parts, less maintenance), that just leaves credit. Add to that, less accidents from AI driving solutions and car companies have a big problem.

Mercedes seem to be ahead of the curve here in offering the vehicles as software as a service. Gives me the screaming you know whats but that is where we seem to be heading.

And the biggest cost for insurance companies is nose to tail accidents which should drop 90% with all new cars
with collision assist but will they drop premiums, i doubt it very much just huge profits incoming.

 

[Balliwood]

That's exactly what I thought he meant Doz, or at least along those lines..

I didn't think he meant we had only just begun dealing with customers (potential or not) in those countries.

But that we had a more substantial "presence" in them now.

Why was India not mentioned in the International reach?

The Tata/Brainchip link could be very important :-

Data Centres use prodigious amounts of water and energy

India is short of water

Rapid electrification of transport will test India’s power grid capacity. {One factory is making a electric motorcycle every 90 seconds.}

Tata is a very large Indian company interested in AI development

Tata knows about Brainchip

Brainchip’s neuromorphic system-on-a-chip at the edge can radically reduce the dependence on Dats Centres.


Surely worth a mention.





.

 

[Cartagena]

Actually, I can't see a like from Rob Telson. So definitely not us.

Yes it's expected, the big guys are snapping at our heels and other companies like SynSense and Hailo are in the edge space with similar tech, so our lead time appears to have diminished the longer we take in securing more IP deals and contracts. Mid September now and deadline fast approaching so Sean bring on this Gen 2 release already....

 

[Xray1]

Very painful to see . Every time i thought it lowest , i bought more and it sinks futher. I have a lot now but the value currently has been halved.

Just imagine what S/P loss values that Peter and the other Top 20 s/holders would be experiencing ......?????

 

[DollazAndSense]

That was exactly what Antonio was saying. These things are possible without akida1000 as well and that is why he said it was not robust enough.

This is why I am no longer playing the dot joining game. Unless it is a company that we have an announced partnership with (ie joint development agreement), or a licence has been sold, I'm no longer subscribing to the 'we might be in XYZ' club. Instead I will do what Sean has advised and watch the financials. So far lumpy doesn't even describe them. Flatline seems more appropriate. BUT we've got some potentially big prospects on the horizon later this year - see Renesas for instance.

I haven't seen anyone discussing one aspect of Chris' departure. We have to pay our people comparably to other companies in the tech world, I agree. But if the other companies are delivering results while we remain in limbo sales wise, the sales team will burn out / succumb to the stress of poor performance and jump ship like CS. He knew accepting his role with Brainchip, what the pay packet was (a decrease to his norm, surely) but jumped on board anyway. So I highly doubt his leaving is anything but due to the sales performance (lack of) so far.

Gen 2 availability announcement can't come quick enough. Then there's no more excuses.

 

[TECH]

Maybe the company (Brainchip) is patiently awaiting the Board of a major company to find an inkwell to dip their feather into
to sign off on an agreement, I personally feel that if we do get the anticipated announcement surrounding AKD II being formally
released onto the world stage, well a double-headed announcement would be the way to go to launch our second child.

Footnote: I am not referring to Tasmania when I say "double-headed"

Have a great Wednesday ! Tech.

 

[IloveLamp]

What's this??

SIRI coming down from the clouds?

Apple Watch Series 9 First Look: Double Tap Gesture, Faster Performance

The Apple Watch Series 9's new S9 chip is at the heart of new features like Double Tap and faster Siri performance.

www.cnet.com

 

[Cardpro]

The 3rd party is block is the only block without a click able Hotspot. They appear to be intentionally keeping it under wraps for now. Would an AI/ML offering be a reasonable assumption to make?

TT

They have 100s of partners within their ecosystem, perhaps they couldnt include all?

 

[Xray1]

Maybe the company (Brainchip) is patiently awaiting the Board of a major company to find an inkwell to dip their feather into
to sign off on an agreement, I personally feel that if we do get the anticipated announcement surrounding AKD II being formally
released onto the world stage, well a double-headed announcement would be the way to go to launch our second child.

Footnote: I am not referring to Tasmania when I say "double-headed"

Have a great Wednesday ! Tech.

Please correct me if I am wrong .......... as I was of the opinion, that some EAP's have already been trialing Akida 2.0 ... and that the official release of Akida 2.0 at the end of this Q3 period was purely for " General Availability " to the market... ??? !!!

 

[Foxdog]

Maybe the company (Brainchip) is patiently awaiting the Board of a major company to find an inkwell to dip their feather into
to sign off on an agreement, I personally feel that if we do get the anticipated announcement surrounding AKD II being formally
released onto the world stage, well a double-headed announcement would be the way to go to launch our second child.

Footnote: I am not referring to Tasmania when I say "double-headed"

Have a great Wednesday ! Tech.

Yeah I've had similar thoughts Tech. Otherwise, why the delay on releasing Gen2. The tech exists and has been proven (Nandan is presenting on it in Seoul in Nov). Why wait until the very end of the quarter before announcing it.

 

[Foxdog]

Just imagine what S/P loss values that Peter and the other Top 20 s/holders would be experiencing ......?????

They don't seem to care

 

[toasty]

I don’t think you have missed something but if FF is 100% correct (as previously mentioned a while back) Ford is a EAP so if they have left the EAP then it was my understanding from a previous FF post that it should be announced on ASX.
Maybe BRN presentation accidentally left off Ford.

I seem to remember someone (LdN?) saying they had more than a dozen EAP's, yet there is only a few mentioned here. My guess would be that those listed have consented to being "outed" while the rest wish to remain in the shadows for the time being..........

My opinion only

 

[Fact Finder]

Hi All
There has been some doubt cast over the question of whether Ford is still engaged with Brainchip. There has also been doubt cast over whether a company that makes an announcement via the ASX which is classified as price sensitive requires a further ASX price sensitive announcement if there is a material change to the circumstances set out in the original announcement.

Dealing with the second of these two points I would simply say go and take independent legal advice if you cannot read the legislation yourself and understand what it requires of a company. This proposition is so trite and normally so well understood that perhaps even a Google search will give you the answer. Perhaps you could even ask the ASX if this is the law they may respond to you.

For newer holders in 2020 Brainchip in ASX price sensitive announcement announced an EAP engagement with a major automotive manufacturer. This announcement did not include the automotive manufacturers name.

Shortly after this announcement the ASX sent a please explain letter to Brainchip requiring additional details of the agreement and the name of the automotive manufacturer. Brainchip made another announcement on the ASX wherein it answered this letter and disclosed that the major automotive manufacturer was FORD.

Since that time Brainchip has not spoken further about FORD.

Does the failure to speak about FORD again mean that FORD walked away immediately after the second announcement by Brainchip? Well if you want to go back and read all the posts here and at HC you will find that another poster claimed some long time ago that he communicated with Tony Dawe and Tony Dawe stated to him that if the previously published relationship with FORD changed then Brainchip would be required to make an announcement. I have not gone searching for this communication but the poster if they still read these threads might step forward.

However what I will do is bring forward my earlier post and point you to the first named company on the list confirmed by Tony Dawe only a few months ago. Now if you believe Brainchip is a complete fraud and lies constantly this will not assist you but if you are a real share holder and hold this view you are well advised to make a copy of the following to put in your evidence folder for when the fraud you believe Brainchip to be is made known you can use it as part of your class action case against the company and its Directors and employees.

One thing it is true that Fact Finder made a prediction of $2.75 at the beginning of a year before the war in Ukraine broke out and Covid 19 sent the World to hell in a handbasket. It is also true that Fact Finder after making this prediction when others were saying $10 and $20 over the same time frame was criticised for being so conservative in only predicting $2.75. It is also true that after the extent of what the Ukraine Russia war and Covid 19 meant for the World Fact Finder was offered a chance to change his prediction at a time when a competition to see who could predict the year end price was in full swing and Fact Finder declined noting that since the prediction the war and Covid 19 had changed things considerably. I note that Fact Finder has been attacked on HC by such luminaries as the Dope, Sharemonger and Doltie over his prediction. So be it.

If you are so trusting as to read one 12 month out prediction and then see the World being pushed to the brink of war and a pandemic occurring and boarders closed and international flights halted and not have the presence of mind to seek further advice and do your own research then I apologise if my prediction has caused you pain.

I would say this however to take Fact Finder's prediction as gospel you must have read all of his other posts and if you did and built up such a deep respect for his opinion you would also have read that he said time and time again do not believe anything he or anyone else said on an anonymous forum until you have done your own research. Do not accept his or anyone else's interpretation of what has been written or spoken until you have read or listened yourself as you may not agree. In the face of all that if I were Fact Finder I would not actually apologise if you based your investment decision on this prediction.

Now to assist the poster who wondered why Sean Hehir did not mention India despite the huge importance of Brainchip's engagement with TATA a company which Fact Finder has been calling as a partner since the day after 14 December, 2019. The reason is that Sean Hehir was talking about his achievements in expanding Brainchip outside of the USA. The Brainchip software design centre in India was the work of the former CEO Mr. Dinardo as was the initial engagement with TATA Consulting Services the research arm of TATA Group.

The recent announcement of the product relationship with TATA Elxsi has grown out of this initial engagement. While Fact Finder does not need to point it out the TATA relationship has been brewing since 2019 and the TATA Consulting Services research into the technology has proven out AKIDA in multiple peer reviewed papers and led to TATA Elxsi joining with Brainchip to deliver product to market and to a representative of TATA Elxsi of some seniority calling out Nvidia Jetson on social media as being an over priced non competitor to Brainchip's AKIDA technology.

Dot joining is all well and good but in Fact Finder's opinion there are so many known facts to occupy ones attention dots are not really necessary anymore.

I will now leave it here. As I say point 1. might help some:

"I have over many weeks been engaged in the process of putting together a list of Brainchip engagements based upon my own criteria that the company concerned has:

• been announced on the ASX by Brainchip, and/or
• been announced by use of a Press Release from Brainchip, and/or
• been acknowledged by an employee or Board member of Brainchip orally in a presentation that forms some type of permanent public record and/or
• been acknowledged by the company concerned in again some type of permanent public record and this has been adopted by Brainchip in a written communication or other permanent public record, and/or
• been formerly included on the Brainchip website

Why did I adopt this approach? For one very simple reason. I did not want a situation where my list contained a company which might be the subject of absolute secrecy. To maintain this secrecy Brainchip’s likely response would have been to ignore my request completely.

So reproduced below is my request and the two replies I received from Mr. Tony Dawe Director Global Investor Relations at Brainchip.

The request (27.6.23):

Dear Mr. Dawe

The following is a list of entities which Brainchip has by various means communicated they have had some form of engagement.

As we are about to enter the new financial year with a recession being predicted, an extremely low share price and claims in the media that Brainchip has lost out to Nvidia in the race to the Edge would you please confirm if any of these relationships should no longer be considered as a focus of interest for shareholders:

1. FORD

2. VALEO

3. RENESAS

4. NASA

5. TATA Consulting Services

6. MEGACHIPS

7. MOSCHIP

8. SOCIONEXT

9. PROPHESEE

10. VVDN

11. TEKSUN

12. Ai LABS

13. NVISO

14. EMOTION 3D

15. ARM

16. EDGE IMPULSE

17. INTEL

18. GLOBAL FOUNDRIES

19. BLUE RIDGE ENVISIONEERING

20. MERCEDES BENZ

21. ANT 61

22. QUANTUM VENTURA

23. INFORMATION SYSTEM LABORATORIES

24. INTELLISENSE SYSTEMS

25. CVEDIA

26. LORSER INDUSTRIES

27. SiFIVE

28. IPRO

29. SALESLINK

30. NUMEN

31. VORAGO

32. NANOSE

33. BIOTOME

34. OCULI

35. University of Oklahoma

36. Arizona State University

37. Carnegie Mellon University

38. Rochester Institute of Technology

39. Drexel University


Kind regards
Fact Finder


The first response (3.7.23):

Hi ……,

Thank you for your email.

I have referred your email to my colleagues in the US to ensure when I responded to you I did so with accurate information.

I have not yet received a reply from Ken Scarince as he was away on his annual vacation last week.

When I have his reply, I will respond directly to your email.

Regards

Tony Dawe

Director, Global Investor Relations

+61 (0)405 989 743



The final response received (18.7.23):

“Hi …..,

To the best of my knowledge, BrainChip continues to have relationships with all the companies mentioned on your list.

As I have previously stated, BrainChip does not comment on the nature of these relationships nor do we provide status reports.

Regards

Tony Dawe Director, Global Investor Relations

+61 (0)405 989 743”


As my request predated the reveal of IniVation as a partner by Nadan Nayampally Chief Marketing Officer and the latest press release regarding GMAC Intelligence it already is out of date such is the speed of progress being made by Brainchip. I do however believe that the very recent nature of the announcements should not require any further confirmation and I would therefore confidently add:

40. IniVation

41. GMAC Intelligence

The bottom line for any genuine shareholder in Brainchip is that speculation as to which companies Brainchip is engaged with should not include these 41. named entities as they are not in doubt.

Kind regards

Fact Finder"