BRN Discussion Ongoing

[Damo4]

RegBet,

Please don't take this the wrong way but we really need to see at CES2024 is a chip with Akida IP already inside it.

We really don't though...

1. CES2024 is not some magic timeline that makes/breaks the company, so an ultimatum is irresponsible
2. If we are to watch the financials we won't be announced
   1. Further to that, anyone buying our IP, now OWNs it, meaning they wouldn't say it's Akida, as it's their own

This Microchip collab is exactly what I hoped we'd see out of CES, just like VVDN and NVISO from 2023.

It seems you don't understand both the tech and the business model, or you are being deliberately misleading.
Either way it's all a bit odd.

 

[Youngandnaive]

Yes not mandatory agreeded but big long term contracts require this if they have a customer that needs this security. Possibly even a Vendor for a Tape Out. Look in the end this is a 2.2% dilusion its hard to read in to it on what revenue we will have but even if they had 30 million just saying not suggesting it would leave about 7 million after 1 year. If they raised 13 million then they will have an extra 19 million. But if revenue starts showing up our SP will be north of the minimum and they may just raise 24 million or 36 million. I'm not certain. There is still alot of unknowns. This adds over all health to the company and longterm value. Just like the Microchip partnership its a company that generates 8 billion plus revenue. Things are starting to accumulate.

 

[Fact Finder]

Here is one to get the chat started today linked to BRN patents pending approval (apparently 28 patents approx). I’m sure atleast Dio and FF can provide their thoughts from their point of view on patents.

On average a submitted patent before a patent office without a significant backlog, it takes a minimum of a year to process a patent application, with the length of time from filing to approval being about two years.

For example in the US, to get a patent, the US Patent Office must consider your invention novel, nonobvious, and useful. Novel, meaning nobody has made your invention already. Nonobvious, meaning your invention is not simply a small change from an existing invention.

Apparently Patent rejections are very common. For example, according to a recent study at Yale University, almost 90% of all patent applications receive some patent claim rejection. But conversely, 60% of all patent applications are eventually issued as patents.

My recall is most of BRN submitted patents waiting approval are atleast 2 years old ?
So is it just that 2024 (hopefully) will be the mass approval of BRN submitted patents waiting approval in different countries or is there more to it and could be in part due to the following

*** A big end tech company (like Nvidia) has existing or submitted patents that are very similar to BRN submitted patents so the patent office has challenge / disputing a BRN submitted patent for not being non obvious etc and therefore timeframe has been extended and /or further documentation has been requested from the patent office for reassessment. Yes I know who ever submits their patent first gets the upper hand.

Yeah I could just email tony Dawe but he is only holidays and don’t want to hassle him. Lol

Thanks
The Pope

Hi The Pope

Two things you might like to do:

1. Go to the recording of the 2022 AGM and listen to the part where Peter van der Made speaks answering a question about patents and if you do you will hear him say they are looking to get up to 50 patent applications filed in the coming months.

The AGM was held in May, 2022 and over the next 12 months about half a dozen patents were announced and at the 2023 AGM about 30 were filed across different jurisdictions awaiting approval.

Based on this information a patent filed the day after the 2022 AGM would not yet be filed for two years until the day after the May, 2024 AGM.

Accordingly your statement that the patents have been filed for more than two years is premature.

2. The second thing you should do is go and read the requisitions from the patent assessor and the answers from Brainchip in the most recently approved patent to understand what the level of detail and time involved is in moving a highly technical original scientific work through the patent process.

A few years ago now Diogenese will probably know precisely when and which patent but Peter van der Made was accepted as an expert authority on spiking neural networks and relied upon to defeat a claim by a third party patent found by an assessor and the Brainchip patent was approved.

So all in all nothing to worry about.

My opinion only DYOR
Fact Finder

PS: While people are stumbling around trying to understand what Brainchip and Microchip are up to go back to last year and Google ‘NASA, Microchip and SiFive’ and note the use of the X280 Intelligence Series in this project remembering that SiFive have said that the Intelligence Series is where Brainchip fits and they are ‘closely coupled’ or words similar. Diogenese can help here if I have the words wrong as he has mentioned them a few times.

 

[IloveLamp]

So we have high level ex meta staff working for us, BRN staff liking stuff about meta (and meta and Rayban) on LinkedIn...........plus more dots I'm sure.....

This sounds exciting to me

Meta's CTO calls its AR glasses prototype "the most advanced thing we've ever produced as a species"

Meta's CTO confirms that Meta has built a sophisticated, prohibitively expensive pair of AR glasses that could be shown to the public in 2024.

mixed-news.com

 

[Tothemoon24]

Hi The Pope

Two things you might like to do:

1. Go to the recording of the 2022 AGM and listen to the part where Peter van der Made speaks answering a question about patents and if you do you will hear him say they are looking to get up to 50 patent applications filed in the coming months.

The AGM was held in May, 2022 and over the next 12 months about half a dozen patents were announced and at the 2023 AGM about 30 were filed across different jurisdictions awaiting approval.

Based on this information a patent filed the day after the 2022 AGM would not yet be filed for two years until the day after the May, 2024 AGM.

Accordingly your statement that the patents have been filed for more than two years is premature.

2. The second thing you should do is go and read the requisitions from the patent assessor and the answers from Brainchip in the most recently approved patent to understand what the level of detail and time involved is in moving a highly technical original scientific work through the patent process.

A few years ago now Diogenese will probably know precisely when and which patent but Peter van der Made was accepted as an expert authority on spiking neural networks and relied upon to defeat a claim by a third party patent found by an assessor and the Brainchip patent was approved.

So all in all nothing to worry about.

My opinion only DYOR
Fact Finder

PS: While people are stumbling around trying to understand what Brainchip and Microchip are up to go back to last year and Google ‘NASA, Microchip and SiFive’ and note the use of the X280 Intelligence Series in this project remembering that SiFive have said that the Intelligence Series is where Brainchip fits and they are ‘closely coupled’ or words similar. Diogenese can help here if I have the words wrong as he has mentioned them a few times.

Spot on FF .

https://www.datacenterdynamics.com/en/news/google-deploys-sifives-intelligence-x280-processor-for-ai-workloads/

Google is using the RISC-V-based SiFive Intelligence X280 processor in combination with the Google TPU, as part of its portfolio of AI chips.

Fabless chip designer SiFive said that it was also being used by NASA, Tenstorrent, Renesas, Microchip, Kinara, and others.

RISC-V is an open standard instruction set architecture based on established RISC principles, which is provided under open source licenses that do not require fees.

 

[IloveLamp]

Couple other losers from QUALCOMM and INTEL also liking this BRN post on LinkedIn, but i liked this one .

BrainChip on LinkedIn: BrainChip to Unveil Akida Neuromorphic Processor Enabled by Microchip’s…

BrainChip to Unveil Akida Neuromorphic Processor Enabled by Microchip’s 32-bit MPU at CES 2024 https://lnkd.in/ghVswe6H #CES2024 #AI #Neuromporphic #EdgeAI -…

www.linkedin.com

 

[Damo4]

BrainChip on LinkedIn: BrainChip to Unveil Akida Neuromorphic Processor Enabled by Microchip’s…

BrainChip to Unveil Akida Neuromorphic Processor Enabled by Microchip’s 32-bit MPU at CES 2024 https://lnkd.in/ghVswe6H #CES2024 #AI #Neuromporphic #EdgeAI -…

www.linkedin.com

View attachment 53325 View attachment 53326 View attachment 53327

I love that people are getting confident using the word Akida in their work history, without having to explain it's Brainchip's product.
It shows how well known Akida is becoming.
Great find!

 

[Neuromorphia]

From the German forum .. not sure if it was posted already here… sorry in advance

BrainChip to Unveil Akida Neuromorphic Processor Enabled by Microchip’s 32-bit MPU at CES 2024

With a focus on ultra-low latency, minimal power consumption, and unparalleled accuracy, this collaboration explores the forefront of innovation at the Edge.

brainchip.com

Brainchip Akida Ecosystem updated with MICROCHIP

edit:

CES 2024 is Right Around the Corner

mailchi.mp

...we will be showing a wide variety of applications, both on BrainChip’s platform as well as with our partners such as Microchip and numerous others...

 

[The Pope]

Hi The Pope

Two things you might like to do:

1. Go to the recording of the 2022 AGM and listen to the part where Peter van der Made speaks answering a question about patents and if you do you will hear him say they are looking to get up to 50 patent applications filed in the coming months.

The AGM was held in May, 2022 and over the next 12 months about half a dozen patents were announced and at the 2023 AGM about 30 were filed across different jurisdictions awaiting approval.

Based on this information a patent filed the day after the 2022 AGM would not yet be filed for two years until the day after the May, 2024 AGM.

Accordingly your statement that the patents have been filed for more than two years is premature.

2. The second thing you should do is go and read the requisitions from the patent assessor and the answers from Brainchip in the most recently approved patent to understand what the level of detail and time involved is in moving a highly technical original scientific work through the patent process.

A few years ago now Diogenese will probably know precisely when and which patent but Peter van der Made was accepted as an expert authority on spiking neural networks and relied upon to defeat a claim by a third party patent found by an assessor and the Brainchip patent was approved.

So all in all nothing to worry about.

My opinion only DYOR
Fact Finder

PS: While people are stumbling around trying to understand what Brainchip and Microchip are up to go back to last year and Google ‘NASA, Microchip and SiFive’ and note the use of the X280 Intelligence Series in this project remembering that SiFive have said that the Intelligence Series is where Brainchip fits and they are ‘closely coupled’ or words similar. Diogenese can help here if I have the words wrong as he has mentioned them a few times.

Thanks FF for your quick reply and your understanding on the current status of BRN patents etc.

I do have to pick you up on something that you said I quoted linked to your comment “Accordingly your statement that the patents have been filed for more than two years is premature”

I did not state that and if you extracting it from my 2nd paragraph well that came directly from a US patent website that I used for reference purposes only.

Also it was my understanding from much whinging on TSE and noted at AGM’s in the past couple of years on that any BRN patents that are approved should be announced on ASX regardless if considered to be price sensitive or not by whom it may concern. My understanding is BRN management would announce. I recall the latest 4c quoted 30 approx patents pending so if you are saying a number of patents have been filed and approved in the past couple of years and more and more keep getting added then it would be good to know by BRN management as general news to retail shareholders as it shows progress and provides confidence as well.

All good. Thanks again for the information provided and I will go and have a look at the references you have provided.

Thanks
The pope

 

[Fact Finder]

Hi All
The following extracted paragraph tells me at least everything I need to know at this point about the Microchip release:

View this email in your browser

​

BrainChip to Unveil Akida Neuromorphic Processor Enabled by Microchip’s 32-bit MPU at CES 2024​

Integrated solution demonstrates always-on machine learning tasks including keyword spotting and visual wake words​

Laguna Hills, Calif. – January 3, 2024 – BrainChip Holdings Ltd “In this collaborative showcase with BrainChip, we will illustrate how our customers can leverage the advantages of next-generation AI to enable low-power, high-performance machine learning applications on our embedded platforms,” said Rod Drake, corporate vice president of Microchip’s MPU32 and MCU32 business units. “This is truly a not-to-miss demonstration at CES 2024.”

Breaking it down:

Microchip is demonstrating how adding Brainchip technology to Microchip’s embedded platforms it:

1. Leverages next Gen Ai - (AKIDA)

2. Enables low power - (AKIDA)

3. Enables HIGH performance machine learning - (AKIDA)

Microchip’s Corporate Vice President is telling Microchip’s customers that this demonstration is NOT to be missed.

I will take questions if you still do not understand the significance.

My opinion only DYOR
Fact Finder

 

[Damo4]

I haven’t seen this posted so apologies if it has and I missed it.

Direct from the Arm website. It is an article by Stephen Ozoigbo, Senior Director, Ecosystem Development, Education and Research, Arm.
Written on 20th December.

It is about Arm staff and ambassadors travelling across Africa, highlighting the range of AI-based developer experiences running on Arm.

“The additional demos were a range hardware, including the Arduino Pro and BrainChip’s Akida, that highlighted how Arm IP can be implemented across embedded systems that utilize AI workloads. As compute power increases, developers can leverage AI workloads for applications that are targeting the smallest, most power and cost-constrained embedded systems, all built on Arm.”


https://newsroom.arm.com/ai-developer-experiences-africa

Happy New Year Chippers

BTW I'm guessing we are being facilitated by Edge Impulse, see partners below.
This tracks well with the slides that Jesse provided, as well as his reply from Edge Impulse regarding the importance of Akida/EI/Arm in adapting Qaulcomm models on Arm infrastructure.

 

[Fact Finder]

Thanks FF for your quick reply and your understanding on the current status of BRN patents etc.

I do have to pick you up on something that you said I quoted linked to your comment “Accordingly your statement that the patents have been filed for more than two years is premature”

I did not state that and if you extracting it from my 2nd paragraph well that came directly from a US patent website that I used for reference purposes only.

Also it was my understanding from much whinging on TSE and noted at AGM’s in the past couple of years on that any BRN patents that are approved should be announced on ASX regardless if considered to be price sensitive or not by whom it may concern. My understanding is BRN management would announce. I recall the latest 4c quoted 30 approx patents pending so if you are saying a number of patents have been filed and approved in the past couple of years and more and more keep getting added then it would be good to know by BRN management as general news to retail shareholders as it shows progress and provides confidence as well.

All good. Thanks again for the information provided and I will go and have a look at the references you have provided.

Thanks
The pope

Hi The Pope

Well one good turn deserves another so I will take you up on this point because you did say:

“My recall is most of BRN submitted patents waiting approval are atleast 2 years old ?”

This is not correct. Some are less than a year and none are two years.

You may not have intended to provide the fuel for anxiety by some but this statement being entirely incorrect has that capacity.

My intent is to ensure only factually based fear and anxiety prevails.

My opinion only DYOR
Fact Finder

 

[Fullmoonfever]

Nice news to wake up to this morn.

Hope we get a few more like this in the lead up.

Can't wait to see what some other outcomes and interest will be once CES finished.

Do I win anything?...a coffee cup, keyring, some free shares maybe

If felt like reading article.

BRN Discussion Ongoing

Hi @Realinfo In football or any sport but likely most evident in team sports judging success at the end of the season is not necessarily as simple as they won therefore they have succeeded, they did not win therefore they have failed. A team that won this year with players at the end of their...

thestockexchange.com.au

 

[MrNick]

Latest BC post. I have offered my proof-reading services. Can you spot it?

 

[IloveLamp]

Stefan Ortmanns on LinkedIn: #wearecerence

Exciting news today as Cerence Inc. and Microsoft are collaborating to develop a next-generation, generative AI-powered user experience. By combining our…

www.linkedin.com

 

[Damo4]

 

[The Pope]

Hi The Pope

Well one good turn deserves another so I will take you up on this point because you did say:

“My recall is most of BRN submitted patents waiting approval are atleast 2 years old ?”

This is not correct. Some are less than a year and none are two years.

You may not have intended to provide the fuel for anxiety by some but this statement being entirely incorrect has that capacity.

My intent is to ensure only factually based fear and anxiety prevails.

My opinion only DYOR
Fact Finder

Hi FF

I’m sorry I gave anyone anxiety with my considered loose comments etc but yes I said approval and not filed so there is a difference based on US patent office.
I did get a email from someone earlier this year that did not defuse my comment on some patents were over two years waiting approval. Maybe there was a misinterpretation on filed or approved patents. The error rate and corrections on BRN announcements via ASX give my comment some weight.

So what is my understanding on what you are sort of saying is many patents appear to have been approved in the past 12 months or so and only a couple have been announced via ASX. (Maybe only the significant ones from a BRN management point of view)
If so, well done BRN management for what appears to be informing some select retail investors if they ask the right question but not all retail investors via ASX as requested by AGM (not limited to). Refer to my last post as to why I make this comment again.

Not trying to start an argument and just also trying to state a couple facts as well in my comments above but not about what you may be trying to say. Lol

Thanks
The pope

 

[wasMADX]

Hi All
The following extracted paragraph tells me at least everything I need to know at this point about the Microchip release:

​ View this email in your browser

​ ​

​ BrainChip to Unveil Akida Neuromorphic Processor Enabled by Microchip’s 32-bit MPU at CES 2024​

​ Integrated solution demonstrates always-on machine learning tasks including keyword spotting and visual wake words​

​ Laguna Hills, Calif. – January 3, 2024 – BrainChip Holdings Ltd “In this collaborative showcase with BrainChip, we will illustrate how our customers can leverage the advantages of next-generation AI to enable low-power, high-performance machine learning applications on our embedded platforms,” said Rod Drake, corporate vice president of Microchip’s MPU32 and MCU32 business units. “This is truly a not-to-miss demonstration at CES 2024.”

Breaking it down:

Microchip is demonstrating how adding Brainchip technology to Microchip’s embedded platforms it:

1. Leverages next Gen Ai - (AKIDA)

2. Enables low power - (AKIDA)

3. Enables HIGH performance machine learning - (AKIDA)

Microchip’s Corporate Vice President is telling Microchip’s customers that this demonstration is NOT to be missed.

I will take questions if you still do not understand the significance.

My opinion only DYOR
Fact Finder

This is a highly significant announcement that has not dawned on the market as I post.

This collaboration gives great credence to Akida.

You'd think that Microchip would develop a new board with Akida actually integrated and hence be a BRN customer. Then, makers of devices would have a simpler path to develop THEIR devices.

Would we get royalties from both Microchip and the device makers?

 

[Fact Finder]

Hi FF

I’m sorry I gave anyone anxiety with my considered loose comments etc but yes I said approval and not filed so there is a difference based on US patent office.
I did get a email from someone earlier this year that did not defuse my comment on some patents were over two years waiting approval. Maybe there was a misinterpretation on filed or approved patents. The error rate and corrections on BRN announcements via ASX give my comment some weight.

So what is my understanding on what you are sort of saying is many patents appear to have been approved in the past 12 months or so and only a couple have been announced via ASX. (Maybe only the significant ones from a BRN management point of view)
If so, well done BRN management for what appears to be informing some select retail investors if they ask the right question but not all retail investors via ASX as requested by AGM (not limited to). Refer to my last post as to why I make this comment again.

Not trying to start an argument and just also trying to state a couple facts as well in my comments above but not about what you may be trying to say. Lol

Thanks
The pope

Hi The Pope
I have a huge amount of stored, I think repressed is the correct term, anger over the way the company communicates.

So much of the Brainchip knowledge requires a college degree and a team of researchers to uncover from the public domain and I am not a fan of the use of diverse social media platforms to communicate with shareholders.

In my life I have seen how most day to day problems arise through lack of information because most people do not know how to find it or even know to look in the first place.

The way Brainchip chooses to communicate compounds the issue. For instance if they are doing podcasts they should provide transcripts. I have raised this a thousand times.

My anger however is not negativity because while I disagree with their approach and believe it is wrong I understand it and it does not make me anxious or fearful but it does mean I spend far more time than I do on my other investments which take what I consider to be the correct approach to ASX announcements.

Another holder who is in the USA and I were chatting and he does not relate at all to my anger over ASX announcements because for him it is what he is used to in the States.

We are an ASX listed company run by Americans and what was clear at the Meet & Greet was our US CEO just does not get the importance we Aussies place on the ASX and was there trying to understand.

I suppose it’s like an Aussie trying to understand why an American needs so much food put on their plate while lamenting the obesity problem and what to do about it.

It is a cultural gap that my repressed anger needs to accept.

Anyway all good we are on the same page now.

My opinion only DYOR
Fact Finder

 

[Damo4]

This is a highly significant announcement that has not dawned on the market as I post.

This collaboration gives great credence to Akida.

You'd think that Microchip would develop a new board with Akida actually integrated and hence be a BRN customer. Then, makers of devices would have a simpler path to develop THEIR devices.

Would we get royalties from both Microchip and the device makers?

Agreed, I think the collaboration is to provide a framework for clients to use a unique dev kit (Micro+Akida) to evaluate for their own products.
We'll see when it's demonstrated, but as they have specified 2 different Dev Kits, I think Akida is an add on, rather than imbedded.

Whether the future license would go through Microchips, or it would be a customer buying 2 separate licenses who knows.
My guess and hope is the former, as I believe that is the arrangement Renesas and Megachips have, where their clients drive the IP demand through them.
It's also cleaner as they can ask Microchips for a solution, and they can source the relevant IP from vendors including Brainchip.