BRN Discussion Ongoing

[Xray1]

Hi Dio

Should your final summary read with two simple words “ operating alone” ie

“Akida operating alone does not do "instructions per cycle".
Akida operating alone does not do lots of MACs.
Akida operating alone does not use Watts.”

I say this because surely a PC containing a SOC being operated would not just use one part alone. All 4 tiles contains cumpute function and would be in operation. Akida could be in there still.

It’s a bit like mixed fruit juice containing apples and oranges. Doesn’t tast like apple. Doesn’t taste like orange. But still contains both

IMO..... Akida is most likely now days to be "Intels Secret Sauce" and subject to a strict NDA

 

[Iseki]

What keeps you invested here and I'm not insinuating that you should sell.
Must be something that keeps you, me others here?
I'm still here for the bin juice burning gifs
Excellent content.

Foolhardiness mostly. That, and the gifs.
I'm glad some of us got out in time - FF, uiux, zeebot and others. What fun we had over the years!
But I'm more the bunny in the headlights now, with the odd recollection of inexplicable voting at the AGM's.
Personally I hope Anil takes over. I've pretty much given up on Sean, RobT, and the 100 employees. Move it all to India and start again.
I always loved the idea of what we made, but never thought we had a clue financially.

 

[charles2]

Hadn't seen this page before on Nviso.

Has it been updated anyone?

Neuromorphic Computing - NVISO

HUMAN BEHAVIOUR AI NEUROMORPHIC COMPUTING NVISO empowers system integrators to build AI-driven human machine interfaces to transform our lives using neuromorphic computing. Understand people and their behavior in real-time without an internet connection to make autonomous devices safe, secure...

nviso.ai

View attachment 45117


View attachment 45116

Lots of references to Brainchip here:

NEUROMORPHIC COMPUTING INTEROPERABILITY​

ULTRA-LOW LATENCY WITH LOW POWER​

ULTRA-LOW LATENCY (<1MS)​

Total NVISO Neuro Model latency is similar for GPU and BrainChip Akida™ neuromorphic processor (300 MHz), however CPU latency is approximately 2.4x slower. All models on all platforms can achieve <10ms latency and the best model can achieve 0.6ms which is almost 2x times faster than a GPU. On a clock frequency normalization basis, this represents an acceleration of 6x.

HIGH THROUGHPUT (>1000 FPS)​

NVISO Neuro Model performance can be accelerated by an average of 3.67x using BrainChip Akida™ neuromorphic processor at 300MHz over a single core ARM Cortex A57 as found in a NVIDIA Jetson Nano (4GB) running at close to 5x the clock frequency. On a clock frequency normalization basis, this represents an acceleration of 18.1x.

SMALL STORAGE (<1MB)​

NVISO Neuro Models can achieve a model storage size under 1MB targeting ultra-low power MCU system where onboard flash memory is limited. Removing the need for external flash memory saves cost and power. BrainChip Akida™ format uses 4-bit quantisation where ONNX format uses Float32 format.

 

[Xhosa12345]

Foolhardiness mostly. That, and the gifs.
I'm glad some of us got out in time - FF, uiux, zeebot and others. What fun we had over the years!
But I'm more the bunny in the headlights now, with the odd recollection of inexplicable voting at the AGM's.
Personally I hope Anil takes over. I've pretty much given up on Sean, RobT, and the 100 employees. Move it all to India and start again.
I always loved the idea of what we made, but never thought we had a clue financially.

pricey to hang around the for just the gifs.... but thats why im still here.

 

[Schnitzel lover]

May not need any IP deal at all if we actually are supplying that gratis or gratis initially with maybe a milestone trigger that when "X" units sold then VVDN agree to purchase a licence from us or Renesas or whoever to continue the product if uptake is solid.

The other side to look at is that the tapeout Renesas did earlier this year was for a 3rd party and maybe, just maybe, it was for VVDN as as such you could be right re the revenue / royalties would flow through them to us.

If so…. You’d hope that in turn Renesas would be doing a tapeout for a product with commercially significant volume.. Otherwise they’d just order a few thousand chips, no?

 

[Schnitzel lover]

Wow. I hadn't even heard of an "Edge box" until this morning. It always has me curious as well when Qualcomm sprukes on device processing. Especially for the next gen Snapdragon. Maybe they have found a way to do it... but is it as good, or as cost effective? Time will tell.

Wonder what an edge box is and where does it go, and how many there are in circulation.. Something like that would be nice to know without having to take a day off to investigate and research on your own..

 

[Fact Finder]

Foolhardiness mostly. That, and the gifs.
I'm glad some of us got out in time - FF, uiux, zeebot and others. What fun we had over the years!
But I'm more the bunny in the headlights now, with the odd recollection of inexplicable voting at the AGM's.
Personally I hope Anil takes over. I've pretty much given up on Sean, RobT, and the 100 employees. Move it all to India and start again.
I always loved the idea of what we made, but never thought we had a clue financially.

I had no intention of posting today, even though the thesis I put regarding Nvidia being at risk is now playing out, but you have piqued my curiosity.

What is the source of your information that I have sold out and moved on?

I noticed that Tech said the same thing the other day and I thought it was in jest but apparently not so.

Can you provide a link so I can keep up to date with my share trades as it appears I am a trader and I have a developing short term memory problem and Commsec is clearly an unreliable record of my share holdings?

Kind regards
FF.

 

[Fredsnugget]

I had no intention of posting today, even though the thesis I put regarding Nvidia being at risk is now playing out, but you have piqued my curiosity.

What is the source of your information that I have sold out and moved on?

I noticed that Tech said the same thing the other day and I thought it was in jest but apparently not so.

Can you provide a link so I can keep up to date with my share trades as it appears I am a trader and I have a developing short term memory problem and Commsec is clearly an unreliable record of my share holdings?

Kind regards
FF.

Glad to see you still around FF. Trying times again but alot of us have weathered these storms before and probably will again. Time will tell if our patience was the right choice

 

[Xray1]

Like it but not sure will move the needle too much but...

The key wording for me is that "Brainchip engages VVDN"

Implies to me that maybe we bit the bullet to at least get a working product out there that would prove Akida in the wild and went with VVDN as the most capable with the right sort of mkt product to manufacture.

Could be wrong, but that's how I read the wording.

If so, then may be a reduced downside risk for VVDN as we maybe pay part of the BOM or similar and maybe revenue split slanted more to VVDN favour or entirely (?) especially if there isn't a material ASX Ann advising there is a $ value attached by contract.

Lack of a formal Ann would imply possibly no $ attached as revenue initially. Could be a test the water run and then become more $ formal if successful?

Upside wins are VVDN have the first real commercial / industrial IOT available product with Akida / neuromorphic and for BRN, proves again to be the first with Akida and hopefully generates more interest.

Just my thoughts anyway.

Great Post ..... your worth a whole bunch more of red hearts for this one ....

IMO.. a great pickup on the usage of the word :" ENGAGES ".

I personally think that BRN bit the bullet to seek out VVDN to essentially manufacture a specific AI product with our Akida IP contained therein.

Imo, It is good to see BRN being proactive in coming up with a sales program / outcome rather than waiting for outside orders / uptakes from other customers and EAP's.

This type of scenario would also push along the uptake from our customers / EAP's still sitting on the side lines becoming concerned and aware that BRN just might take this type of selling scenario to another level and other interested parties
(competitors) thus losing their to early market advantages.

 

[HopalongPetrovski]

I had no intention of posting today, even though the thesis I put regarding Nvidia being at risk is now playing out, but you have piqued my curiosity.

What is the source of your information that I have sold out and moved on?

I noticed that Tech said the same thing the other day and I thought it was in jest but apparently not so.

Can you provide a link so I can keep up to date with my share trades as it appears I am a trader and I have a developing short term memory problem and Commsec is clearly an unreliable record of my share holdings?

Kind regards
FF.

So glad to see you putting the record straight here FF.
Not that its anybody's business other than your own.

Even though none of us long term investors in this Company bringing science fiction technology to life would enjoy the share price decline, our fundamentals are still sound and whilst it is perhaps taking longer for the truth of our commercial take-up to become known, I still expect a solid retrace upwards once the impetus of this downward pressure declines.

You can't have a Yang without a Yin.

 

[Damo4]

I had no intention of posting today, even though the thesis I put regarding Nvidia being at risk is now playing out, but you have piqued my curiosity.

What is the source of your information that I have sold out and moved on?

I noticed that Tech said the same thing the other day and I thought it was in jest but apparently not so.

Can you provide a link so I can keep up to date with my share trades as it appears I am a trader and I have a developing short term memory problem and Commsec is clearly an unreliable record of my share holdings?

Kind regards
FF.

People struggle with their own choices, and will look for a scapegoat. Not sure why they would speculate your stock movements.
I'm glad you're tough enough to take it, and still provide your insights, though.
As you said, the NVIDIA post is playing out, if their partnered Edge Box was everything the world needed, why do VVDN need us?

 

[Bravo]

Extracts only

 

[Proga]

Just picked up 30k more shares at .20 hopefully this is near the bottom. Me thinks thing will start to rise Friday afternoon going into next week before the release of 2.0.

Same here

 

[Fullmoonfever]

I am so waiting for the Halcyon days to return.

 

[Xray1]

I wondered the same thing... is this a Rasberry Pi on steroids? Will be interesting to see VVDN's input on the new product.

Is this something that potentially " Anil " may have played a very instrumental / important part in bring this about ?? !!!

 

[Iseki]

I had no intention of posting today, even though the thesis I put regarding Nvidia being at risk is now playing out, but you have piqued my curiosity.

What is the source of your information that I have sold out and moved on?

I noticed that Tech said the same thing the other day and I thought it was in jest but apparently not so.

Can you provide a link so I can keep up to date with my share trades as it appears I am a trader and I have a developing short term memory problem and Commsec is clearly an unreliable record of my share holdings?

Kind regards
FF.

Welcome back FF!
Remember the time we elected you to advise the company of our group think? There were some good times, (and some annoying gifs.) Hats off to you and well done in buying back so many shares so cheaply!!

 

[Harwig]

I had no intention of posting today, even though the thesis I put regarding Nvidia being at risk is now playing out, but you have piqued my curiosity.

What is the source of your information that I have sold out and moved on?

I noticed that Tech said the same thing the other day and I thought it was in jest but apparently not so.

Can you provide a link so I can keep up to date with my share trades as it appears I am a trader and I have a developing short term memory problem and Commsec is clearly an unreliable record of my share holdings?

Kind regards
FF.

It's a real shame you had to even address that comment FF

 

[Cardpro]

Oh ye of little faith! Let's take a deeper look at what you are saying Cardpro.

"... we have almost no new source of revenue for multiple years ..."
I believe this statement is blatantly wrong. The company has been regularly informing us to new and existing relationships that will provide new sources of revenue. What you mean is, that you expect revenue to occur immediately when an announcement is made. Unfortunately that is not how a product like ours works. You should be aware that there is a lead in time for our technology to go into retail products of about 4 years. We have little control over this time frame, or when the products are released. If you want instant revenue, you have invested in the wrong company.

“… our main tech is still not being implemented in an marketed product.” Once again see above plus you do not know this. There could be products being marketed with our technology in it right now. What you mean is that you have not seen any substantial revenue yet. There will always be a time lag. Get used to it.

“I even question the company’s definition of "partnership" or being "in a relationship/EAP."
What is the company’s definition of these terms? What do you think would be a better definition?

“To date, none of these partnerships/EAPs have yielded any tangible results or committed a substantial financial investment to back their words.”
I’m sorry? Why would you think this? I would suggest that your statement is substantially wrong. I would be almost certain that many large corporations have been making substantial investments in developing and implementing our technology into their future products and have been reporting tangible improvements in the performance of their products as a result. What evidence do you have to support your unbelievable contrary view?

“… it's been years without any concrete contracts materialising.”
Once again Cardpro, why would you make this statement? How do you know this? You are well are that virtually all our partners and customers are subject to NDAs (non-disclosure agreements). These are in place for very good commercial reasons. So what you really mean is that you have not seen these contacts. Well really! That IS the point of an NDA.

You have pointed out what you believe to be some weak or early relationships with some companies. Well yes. There will always be a range of relationships between different partners and customers. But I’m sure that equally there are also numerous very strong relationships that are proceeding with enthusiasm and conviction. We have certainly seen evidence of this, or are you only picking out examples that support your negative narrative?

You have mentioned about speculation regarding relationships with some major corporations … that have not been confirmed to use our tech in their products. Well really. That is SPECULATION so why would you think that they would be confirming that they use our tech in their products? What you need to focus on is the 41 companies or organisations that Brainchip have confirmed they are working with (see @FactFinder list). Why would you be concerned with speculation?

I do not understand you Cardpro. You have stated that you are “committed to hold forever”. If you have so many (unfounded) doubts. Why would you not just sell out and move on?
Cheers, Deena

I can summarise it to one sentence - no revenue / IP contracts to back their statements/claims for several years.

If they expected that it would take years & years for them to generate significant revenue, they should've said so instead of saying "watch the financials"...

I also don't understand the gap of 2 - 3 years of no contract... if they were able to land the two contracts, how come they weren't able to land more?

"it is what it is / it does what it does" <- what a "helpful" statement coming from the management when SP experienced almost a free fall...

But that being said, if Valeo turns around tomorrow and tell us that our tech is being used in the Scala 3, it would resolve all of my concerns...

Imo only

 

[Proga]

Edge AI Box

On-Prem AI Powerhouse: Deploy edge AI applications cost-effectively with our powerful Edge AI Box. Get yours today while supplies last.

www.qualcomm.com

This is the competition. Good to see a product coming out soon to compete with this.

still curious how qualcomm have on-device processing

The boxes seems to be a clunky add-on retro fit for legacy devices and not inbuilt as part of a seamless system. BRN is targeting future seamless systems IMO

 

[Fact Finder]

Welcome back FF!
Remember the time we elected you to advise the company of our group think? There were some good times, (and some annoying gifs.) Hats off to you and well done in buying back so many shares so cheaply!!

Once again you have information not available to me if it is a paid subscription service let me know as I will join up so I can have a go at Commsec for breach of the agreement I have with them to provide me with accurate information regarding my holdings. Or admit you have no idea. I will congratulate you on learning that truth brings forgiveness.

Ever so grateful for your assistance.
Kind Regards
FF