BRN Discussion Ongoing

[Damo4]

Some prospective on all the different stages that have gone into getting AKD II to this point (well almost) shall we say.

1. Initial design (research stage), testing of the research design in simulator with existing networks, etc.
2. Capability document – what Akida II can do
3. Market requirements document (MRD)
4. Internal discussion about capabilities and market requirements
5. Product requirements document (PRD)
6. Engineering (RTL development)
7. Layout of the chip, critical path analysis
8. Mask production
9. Engineering samples
10. Testing of engineering samples
11. Production

All the Brainchip teams worldwide are working hard to bring our second child to market, Wed-Fri or first two weeks of October, makes
absolutely no difference to me personally, what would fire me up would be a dual announcement...AKD II plus an IP License deal or two !!

Love Brainchip....Tech

>>

Have you heard that they have tapped out the 2.0 hardware already?

>>

The engineering samples have been received by the company, have they been signed off by our key staff for general release, I guess
that's what we are all waiting confirmation of....next 3 days (maybe) first 2 weeks of October (maybe).

My focus is like most educated shareholders on this site, we wish to see IP Licenses signed off on ! then products will eventually follow, though
not guaranteed, check out below, 3 years in, and they decided to throw in the towel, so even if a company signs an IP License agreement with us,
well that doesn't necessarily automatically mean a product or products will even reach the market, meaning, no royalty stream/s for us, many on this site haven't really come to grips as to how the tech industry really operates, the rewards can be huge, but so can the disappointments.

My confidence levels are high, but that reflects my personality and general positivity towards life in general, your being may be completely
the opposite, which I respect, I just continue to move forward with my life...God bless...Tech.

Bosch exits LiDAR R&D and turns to mmWave sensors​

@Quatrojos - Read above quoted posts, that's all that I recall seeing Akida2.0 being discussed as a reference chip.
Perhaps some personal assumptions are being made, I too would assume 2.0 will be in silicon, just like 1.0 and 1.5.
That's all I can find anyway

 

[Bravo]

Qualcomm chip vulnerability enables remote attack by voice call

The critical bug that could lead to a remote attack via voice call is one of 26 vulnerabilities affecting hundreds of Qualcomm chipsets.

www.scmagazine.com

 

[Bravo]

In the article below Arm reckons the total addressable AI accelerator market should hit $400B by 2027!!!!!

As I posted yesterday, Intel reckons Edge AI represents a $445B dollar global market opportunity!!!!

• #73,197

Extract only

Why did ARM Holdings and AMD stock go down today? Blame tech sell off, politics

Arm Holdings (ARM) and AMD (AMD) shares fell sharply on Tuesday amid a broader sell-off in tech stocks and concerns about ongoing geopolitical issues in the chip space. Read for more.

seekingalpha.com

 

[buena suerte :-)]

This is not strictly relevant but if it's true that you are what you eat, then I'm definitely a pavlova.

I'm slightly trifled

 

[Quatrojos]

>>

>>



@Quatrojos - Read above quoted posts, that's all that I recall seeing Akida2.0 being discussed as a reference chip.
Perhaps some personal assumptions are being made, I too would assume 2.0 will be in silicon, just like 1.0 and 1.5.
That's all I can find anyway

Thanks, Damo. I couldn't find anything either, aside from the summary of the private meeting, early Nov '23

 

[David holland]

What has happened to our page predicting future Stock prices.
Also the punter stating how rich BRN Is going to make us all,
Lift your heads and stand talk folks

 

[DingoBorat]

>>

>>



@Quatrojos - Read above quoted posts, that's all that I recall seeing Akida2.0 being discussed as a reference chip.
Perhaps some personal assumptions are being made, I too would assume 2.0 will be in silicon, just like 1.0 and 1.5.
That's all I can find anyway

The Company hasn't announced that an AKD2000 reference chip, or engineering sample has been made.

Only that AKIDA 2.0 IP is available for testing and evaluation.

 

[miaeffect]

What has happened to our page predicting future Stock prices.
Also the punter stating how rich BRN Is going to make us all,
Lift your heads and stand talk folks

 

[Damo4]

Thanks, Damo. I couldn't find anything either, aside from the summary of the private meeting, early Nov '23

Which summary?
I remember FF's, Chapmans and Sera2G's from separate meetings, but never saw mention of AKD2 PoC, do you have the post?
Had a quick search of FF but still can't find it.

This is what I found, but see no mentions of it:
https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/page-3514#post-396814
https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/page-3514#post-396831
https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/page-3516#post-396931

Would be very interested to see any evidence of this meeting producing information not known to market tbh

 

[Bravo]

Thanks, Damo. I couldn't find anything either, aside from the summary of the private meeting, early Nov '23

The ASX Investor stated on his video that its likley we'll see an AKIDA 2.0 reference chip.

He goes on to show the following slides as a demonstration o what would appear to be strong interest from customers in V2.

 

[Damo4]

The ASX Investor stated on his video that its likley well see an AKIDA 2.0 reference chip.

View attachment 53282

View attachment 53281

Seems like a reasonable assumption to make, we have all of our previous chips in silicon, so one would assume 2.0 would as well.
I'd be more surprised if we didn't create the chip for testing.

 

[Tothemoon24]

 

[Space Cadet]

I'm slightly trifled
View attachment 53278

Christmas morning I woke up with jelly in one ear and custard in the other. I was a trifle deaf.

SC

 

[Pom down under]

What has happened to our page predicting future Stock prices.
Also the punter stating how rich BRN Is going to make us all,
Lift your heads and stand talk folks

 

[Pom down under]

Christmas morning I woke up with jelly in one ear and custard in the other. I was a trifle deaf.

SC

 

[GStocks123]

Interesting likes from Robertooo.. false hope? I think not.

 

[Damo4]

View attachment 53287

View attachment 53288

 

[DingoBorat]

Seems like a reasonable assumption to make, we have all of our previous chips in silicon, so one would assume 2.0 would as well.
I'd be more surprised if we didn't create the chip for testing.

The question is, how much of the AKIDA 2.0 IP needs to be "proven" in silicon, that hasn't already been proven by AKD1000 and AKD1500?

The core technology or "meat" is AKIDA 1.0, many of the additional features of AKIDA 2.0 could be seen as vegetables (tasty) and extra spices etc, plus additional "set" serving sizes.
Or AKIDA 1.0 with more bells and whistles.
(I know that's simplifying things a lot and most probably, hugely understating what AKIDA 2.0 is).

But who here really understands what it does anyway

The thing I'm getting at is, it's possible the new features of AKIDA 2.0 are adequately proven in simulation/software (especially these days).

 

[David holland]

View attachment 53287

View attachment 53288

If I'm pissing you off that's my day done

 

[Makeme 2020]

Not initially happy, that we have to dance with the Devil again, but it's good to have a bigger cash buffer.

"As we enter 2024 with the momentum to grow the business on multiple vectors with our 2nd
generation Akida TM products, the Edge Box initiative and strategic partnerships, we need the ability to rapidly invest for growth and build on our lead” said Sean Hehir, CEO, BrainChip. “While we will continue to be judicious with our use of cash, having access to funding from our well-respected partners at LDA Capital, strengthens our business continuity position against well-capitalized and more established competitors in a highly competitive market.”

Sean's strategy, is for aggressive growth and penetration of the Edge A.I. market and we simply cannot do that, with the unpredictability of current incoming revenue.

With tapeout costs and production of AKD 2000 reference chips, likely to be around 7 million dollars or more (my guess) the Company, can't rely on piece meal incoming funds, to pursue it's strategy, of Edge A.I. domination and keep everything running as well.

It remains to be seen, if BrainChip can secure any AKIDA 2 IP deals, without a reference chip.
I believe, on the strength it's now multiple year relationships with other companies and their trust in the abilities of the BrainChip team (with its accomplishments in AKIDA technology thus far) that it's possible..

But I nor the Company, can hold its breath on that one..


Any additional income, will also be strongly applied to growth at this stage and if progress and an increasing share price can be met, the LDA arrangement will provide much more than the minimum 12 million dollars.

All the better, to aggressively grow the Company.

Shareholders need to understand, that while we are technologically Superior, we are competing against companies that absolutely dwarf us, with their financial and market muscle.

BrainChip is playing the "We will be a future Big Market player" card and we need a bigger bank roll, to back that up.

Of course there is an element of risk in such an aggressive growth strategy, but Sean knows he has "very good cards" (as does everyone else at the table)..

Overall, I'm personally pleased at the financial security, this gives the Company going forward.

Remember, BrainChip plans on being around, for a long, long, long time and in a Big way.

View attachment 53262 Technologically superior.

Not initially happy, that we have to dance with the Devil again, but it's good to have a bigger cash buffer.

"As we enter 2024 with the momentum to grow the business on multiple vectors with our 2nd
generation Akida TM products, the Edge Box initiative and strategic partnerships, we need the ability to rapidly invest for growth and build on our lead” said Sean Hehir, CEO, BrainChip. “While we will continue to be judicious with our use of cash, having access to funding from our well-respected partners at LDA Capital, strengthens our business continuity position against well-capitalized and more established competitors in a highly competitive market.”

Sean's strategy, is for aggressive growth and penetration of the Edge A.I. market and we simply cannot do that, with the unpredictability of current incoming revenue.

With tapeout costs and production of AKD 2000 reference chips, likely to be around 7 million dollars or more (my guess) the Company, can't rely on piece meal incoming funds, to pursue it's strategy, of Edge A.I. domination and keep everything running as well.

It remains to be seen, if BrainChip can secure any AKIDA 2 IP deals, without a reference chip.
I believe, on the strength it's now multiple year relationships with other companies and their trust in the abilities of the BrainChip team (with its accomplishments in AKIDA technology thus far) that it's possible..

But I nor the Company, can hold its breath on that one..


Any additional income, will also be strongly applied to growth at this stage and if progress and an increasing share price can be met, the LDA arrangement will provide much more than the minimum 12 million dollars.

All the better, to aggressively grow the Company.

Shareholders need to understand, that while we are technologically Superior, we are competing against companies that absolutely dwarf us, with their financial and market muscle.

BrainChip is playing the "We will be a future Big Market player" card and we need a bigger bank roll, to back that up.

Of course there is an element of risk in such an aggressive growth strategy, but Sean knows he has "very good cards" (as does everyone else at the table)..

Overall, I'm personally pleased at the financial security, this gives the Company going forward.

Remember, BrainChip plans on being around, for a long, long, long time and in a Big

REALLY BUDDY.
TECHNOLOGICALLY SUPERIOR
PLEASE EXPLAIN.