BRN Discussion Ongoing

[JB49]

Pom’s find shows that an industrial machinery group known as SKF is a partner with BrainChip. And through this partnership SKF has utilised SiFive latest X280 Intelligence™ AI Dataflow processors together with Akida.
This makes me very happy
The ecosystem that Sean and the team set up is working, and it’s just getting started.

SKF

www.skf.com

Markus shares and likes anything and everything posted by Brainchip. I wouldn't take that as us being partnered with SKF. Its more likely that he is just a retail investor in Brainchip rather than SKF being partnered with us.

On a positie note, Sifive's website on the intelligence series provides some interesting comments which do allude to us potentially being involved.

Another interesting dot join is that Tenstorrent are using SiFive Intelligence X280 for its AI processors. https://www.sifive.com/press/tenstorrent-selects-sifive-intelligence-x280-for-next-generation1. And we all remember when Keith Witek from Tenstorrent out of the blue decided to come on the Brainchip Podcast. Now either he just came on the podcast for a bit of a chit chat because he was bored OR he is well aware of Brainchip because he has used it through the Sifive x280. Off memory nothing was revelaed about Tenstorrent using Akida, but why the hell else did he come on the podcast.

And here is quote from him when he first started at Tenstorrent “Tenstorrent has tremendous momentum and it’s time to scale our global partner ecosystem, revenue, and operations around the world. I am excited to play a role in AI innovation, but I also believe the world is about to be surprised at how disruptive Tenstorrent will be with our RISC-V technology.” And Jim Keller the Tenstorrent CEO thinks quite highly of Keith “There is nobody in the industry like Keith and we are fortunate to have him,” Keller said. ”Keith’s unique cross-functional skills enable him to address tough problems and drive disruptive opportunities that arise at the complex intersection of technology, business, strategy, law, and finance.”

Oh and Keith also worked at Sifive for a year.

 

[Justchilln]

Ahhh, you could be right. I might have jumped the gun.
Please ignore.
The news was a false alarm.
Thanks Justchillin.

It does look like sifive is serious about getting our IP on there customers chips thou

 

[Slade]

Markus shares and likes anything and everything posted by Brainchip. I wouldn't take that as us being partnered with SKF. Its more likely that he is just a retail investor in Brainchip rather than SKF being partnered with us.

On a positie note, Sifive's website on the intelligence series provides some interesting comments which do allude to us potentially being involved.
View attachment 55216

Another interesting dot join is that Tenstorrent are using SiFive Intelligence X280 for its AI processors. https://www.sifive.com/press/tenstorrent-selects-sifive-intelligence-x280-for-next-generation1. And we all remember when Keith Witek from Tenstorrent out of the blue decided to come on the Brainchip Podcast. Now either he just came on the podcast for a bit of a chit chat because he was bored OR he is well aware of Brainchip because he has used it through the Sifive x280. Off memory nothing was revelaed about Tenstorrent using Akida, but why the hell else did he come on the podcast.

And here is quote from him when he first started at Tenstorrent “Tenstorrent has tremendous momentum and it’s time to scale our global partner ecosystem, revenue, and operations around the world. I am excited to play a role in AI innovation, but I also believe the world is about to be surprised at how disruptive Tenstorrent will be with our RISC-V technology.” And Jim Keller the Tenstorrent CEO thinks quite highly of Keith “There is nobody in the industry like Keith and we are fortunate to have him,” Keller said. ”Keith’s unique cross-functional skills enable him to address tough problems and drive disruptive opportunities that arise at the complex intersection of technology, business, strategy, law, and finance.”

Oh and Keith also worked at Sifive for a year.

Yes you are right.

 

[Diogenese]

Is it safe to assume we a part of the X280 updated version.....X390??
View attachment 55214

Hi Boab,

It's probably safe to assume we're one of the options offered with X390 (hopefully the only one).

(23) Post | LinkedIn

SiFive Rolls Out RISC-V Cores Aimed at Generative AI and ML - News | Markus May

SiFive is a partner of BrainChip and has now presented its RISC-V chips. https://lnkd.in/d6EwhF_f

www.linkedin.com

The Linkedin picture of the X390 with the High Performance NPU shows a Customer AI Hardware engine with the SiFive Intelligence family with the “footnoted” X390 is encouraging.

Added to this is the fact (based on my recollection!?) that BRN were SiFive’s first NN SoC partner.

Note the Customer AI Hardware Engine option for the High performance NPU.

 

[wilzy123]

You shouldn’t be apologising to these posters @DerAktienDude

They are part of a tribe, a community that only wants to hear positive hypotheses of Brainchip, and will defend their own to the hilt. Any contrarian opinions to the tribe are met with hostility..

That is the playing field here @DerAktienDude
It is by no means any slight on you.. Despite their best efforts, places like these end up being toxic and more harmful than good to those using it as a place to make an investment decision or base them on what they read here..

No matter what anyone tells you here, the reality is that most have suffered big paper losses investing in Brainchip.. And it’s easier to pick on someone that is a contrarian than it is to look in the mirror and say, “I made the mistake”.

Have a look at the Semiconductor sector is in a roaring bull market. The leaders are self evident. Nvidia, ARM, AMD, etc etc…

BRN is a complete laggard in the sector .. Doesn’t mean BRN won’t be late to the party, and gradually start getting a good market share. However it does mean it’s not currently a leader in the space and that moniker is really more of a marketing ploy for a R&D company in the far edge space that is trying to get its IP adopted and mainstream once overuse of data in the cloud becomes an issue.. Clearly that is not yet, as you’d be getting these big Semi conductors offering to buy BRN out already..

My two Bob worth.. Don’t get stressed.. Just take peoples comments with a grain of salt.. Save your psychological capital.

wtf are you talking about? LMAO

 

[Schnitzel lover]

Designing Smarter and Safer Cars with Essential AI

Essential AI shaping car design. BrainChip revolutionizes automotive technology. Explore our page for insights.

brainchip.com

This is 6-7 months old

 

[Schnitzel lover]

Designing Smarter and Safer Cars with Essential AI

Essential AI shaping car design. BrainChip revolutionizes automotive technology. Explore our page for insights.

brainchip.com

This is 6-7 months old

 

[Diogenese]

Hi TFM
One of Bravo’s posts in the last week or so contained a Mercedes article wherein they referred to creating their own chips.

This as you state has also been previously confirmed by Mercedes Benz.

Logically if they are going to deploy AKIDA at scale the including of the AKIDA IP in their own semiconductor makes the most sense.

I think it was the Infineon fellow who spoke to the advantages of off loading the Ai processing to AKIDA.

Most certainly OnSemi confirmed the good sense of this approach in automotive.

The wild speculation that arises given OnSemi are partnered with Mercedes Benz is that the proving out AKIDA with OnSemi’s intelligent airbag deployment system was requested by Mercedes - HC readers look up meaning of ‘wild speculation’.

Given the recognition of Mercedes Benz of the 5 to 10 times better efficiency brought by AKIDA and the confirmation they are making their own chips and that they need to compensate for the energy excesses of Nvidia it is hard to imagine they are not finding themselves over an AKIDA barrel.

My opinion only DYOR
Fact Finder

Another thing that onsemi supplied for the EQXX was the battery with silicon carbide anode which increased the battery capacity as well as a traction inverter which also increased mileage.

https://www.businesswire.com/news/h...-VISION-EQXX-to-Go-Further-on-a-Single-Charge

onsemi Silicon Carbide Technology Enables All-Electric VISION EQXX to Go Further on a Single Charge​

As part of a strategic collaboration with Mercedes-Benz, onsemi provides the carmaker with high-efficiency silicon carbide (SiC) power modules that increase the range of its VISION EQXX

onsemi’s VE-Trac SiC modules increase the efficiency and lower the weight of the all-electric Mercedes-Benz VISION EQXX’s traction inverter, extending the electric vehicle’s (EV’s) range by up to 10%. (Photo: Business Wire)

 

[Pappagolla]

You shouldn’t be apologising to these posters @DerAktienDude

They are part of a tribe, a community that only wants to hear positive hypotheses of Brainchip, and will defend their own to the hilt. Any contrarian opinions to the tribe are met with hostility..

That is the playing field here @DerAktienDude
It is by no means any slight on you.. Despite their best efforts, places like these end up being toxic and more harmful than good to those using it as a place to make an investment decision or base them on what they read here..

No matter what anyone tells you here, the reality is that most have suffered big paper losses investing in Brainchip.. And it’s easier to pick on someone that is a contrarian than it is to look in the mirror and say, “I made the mistake”.

Have a look at the Semiconductor sector is in a roaring bull market. The leaders are self evident. Nvidia, ARM, AMD, etc etc…

BRN is a complete laggard in the sector .. Doesn’t mean BRN won’t be late to the party, and gradually start getting a good market share. However it does mean it’s not currently a leader in the space and that moniker is really more of a marketing ploy for a R&D company in the far edge space that is trying to get its IP adopted and mainstream once overuse of data in the cloud becomes an issue.. Clearly that is not yet, as you’d be getting these big Semi conductors offering to buy BRN out already..

My two Bob worth.. Don’t get stressed.. Just take peoples comments with a grain of salt.. Save your psychological capital.

Maybe if your “contrarian opinions” weren’t so blatantly disingenuous people might actually consider them.

I mean what’s the point of directly comparing long established billion dollar tech behemoths with a company that’s only just started to commercialise a brand new technology? That’s like comparing Toyota with Tesla, 15 years ago! Sure you could’ve done it, but it would’ve been pointless and proven absolutely nothing with respect to the future potential of Tesla or EVs in general.

 

[David holland]

Is someone going to agree with me that Partnerships are the new IP'S

 

[Damo4]

@zeeb0t at what point does people claiming we are all in a cult trigger the next ban wave?
Nothing helpful shared by some, and most post are designed to attack specific posters in either direction.
It also just buries the good stuff in the in-fighting.
I love low quality posts (just check my history) but they don't spark a 3 page long argument about people instead of BRN.

Just eerily similar to Bacon lover and co before they got booted.

 

[Justchilln]

Is someone going to agree with me that Partnerships are the new IP'S

At the end of the day someone still needs to buy a license….

 

[rgupta]

Is someone going to agree with me that Partnerships are the new IP'S

I already mentioned and believe brainchip has changed strategy from signing IP to making partnerships. That way they will lose the initial money but a bigger penetration into the market.
To me flexibility is needed to grow and implement your strategies. As Antonio said in investor podcast, software was the limiting factor for akida 1000. So it becomes difficult to attract everyone without a proper support. Now we have approximately 50 known partners and from different field of ITs. Which means the equation is becoming more attractive for anyone who wants to use our ip.
Third and most important part when brainchip signed an ip with megachips it was not just an ip but a partnership as well where megachips will allow us to use their ecosystem as well.
Edge impulse is one example as they are ecosystem partners of megachips and IP partners for brainchip.
So there is a lot of information is provided to market but people donot have patience.

 

[BrainShit]

Is it safe to assume we a part of the X280 updated version.....X390??
View attachment 55214

IMO yes.... customers are able to integrate Akida aditionally with SiFive (X280 + X390) and e.g. ARM (Cortex-M0, 23, 33, 55, 85)

More about SiFive X390:

SiFive unveils two new high-performance RISC-V processors

SiFive, a RISC-V processor design firm, unveiled two new chip designs aimed at bringing a high-performance computing solution.

venturebeat.com

 

[Boab]

IMO yes.... customers are able to integrate Akida aditionally with SiFive (X280 + X390) and e.g. ARM (Cortex-M0, 23, 33, 55, 85)

More about SiFive X390:

SiFive unveils two new high-performance RISC-V processors

SiFive, a RISC-V processor design firm, unveiled two new chip designs aimed at bringing a high-performance computing solution.

venturebeat.com

 

[Schnitzel lover]

I already mentioned and believe brainchip has changed strategy from signing IP to making partnerships. That way they will lose the initial money but a bigger penetration into the market.
To me flexibility is needed to grow and implement your strategies. As Antonio said in investor podcast, software was the limiting factor for akida 1000. So it becomes difficult to attract everyone without a proper support. Now we have approximately 50 known partners and from different field of ITs. Which means the equation is becoming more attractive for anyone who wants to use our ip.
Third and most important part when brainchip signed an ip with megachips it was not just an ip but a partnership as well where megachips will allow us to use their ecosystem as well.
Edge impulse is one example as they are ecosystem partners of megachips and IP partners for brainchip.
So there is a lot of information is provided to market but people donot have patience.

That makes sense if those partnerships were currently immaterial financially.

The grey area is Brainchip have not informed the market of that change in business model.. Sean has stated publicly Brainchip is an IP and Royalty Company.

Therefore according to the market, that is what is expected for the market to make a valuation on..

And any new partners could not be assumed as IP recipients of Akida.

 

[Schnitzel lover]

All we have to do is “wait”

View attachment 55212

Future as in future products, not current products coming to the market like the MBOS..

I agree.. It’s a timing issue.. Will take longer lead times to get Gen 2 into ‘future’ products..

 

[Fact Finder]

QUOTES OF THE WEEK:

1. “Anyone being critical of things I say are plain ignorant and deluded in their opinions defending BRNs underwhelming results the past 2 years” - Schnitzel Lover, Anonymous poster

2. “BRN is a complete laggard in the sector” - Schnitzel Lover, Anonymous poster

3.. "Deeply embedded applications can benefit from the combination of compact SiFive Essential™ processors with BrainChip's efficient Akida-E processors; More complex applications such as object recognition, robotics and more can take advantage of SiFive X280 Intelligence™ AI Dataflow processors, which are tightly integrated with BrainChip's Akida-S or Akida-P neural processors. ” - Phil Dworsky, Global Head of Strategic Alliances at SiFive

4. 'Oh my god. I wish the audience could come and see some of the demos. It is here today coming into one of the doorways its recognising my facial expressions. It knows if I am happy or sad. This may seem scary but I'm thinking of people with disabilities to help humanity. I really applaud Brainchip for your technology and IP. I see every silicon vendor and every device will have your technology,,,' - Spencer Huang Chief Revenue Officer Edge Impulse.

 

[Pom down under]

@zeeb0t at what point does people claiming we are all in a cult trigger the next ban wave?
Nothing helpful shared by some, and most post are designed to attack specific posters in either direction.
It also just buries the good stuff in the in-fighting.
I love low quality posts (just check my history) but they don't spark a 3 page long argument about people instead of BRN.

Just eerily similar to Bacon lover and co before they got booted.

 

[DingoBorat]

Hi All
As it is time for wild predictions about Brainchips imminent collapse this is mine:

China will invade Taiwan. The US will respond China will declare war on the US and it’s allies. Donald Trump will become President and do a deal that ends the war between China and the US on the basis China gets Taiwan, Japan and Australia.

Australia is overrun the ASX collapses. All ASX listed companies and their assets are forfeited to the CCP and we all are penniless and in detention camps.

Our PM just happens to be overseas in the USA. He claims asylum and is appointed economic adviser to the President.

Laughable yes but as sensible as any other prediction I have read this morning.

1. Samsung with its own foundries will destroy Brainchip unless Brainchip IP is being used by Samsung through ARM or otherwise.

“Samsung is the second-biggest foundry globally by revenue, with a 17.3% market share compared to 52.9% for TSMC, according to TrendForce”

This means 82% of the worlds chips are not made by Samsung.

ARM supplies 90% of the chips used in mobile phones. This means Samsung has less than ten percent of the market for chips in mobile phones. There are others supplying chips within that 10% market space out competing Samsung.

Brainchip supplies IP which could be used in 82% of all chips made by foundries but if they are not being used by Samsung might as well shut up shop and go home.

Makes complete sense apparently.

2. Brainchip is partnered with dozens of companies but if revenue does not come from Renesas, VVDN and MegaChips this year it’s all over. The disclosed relationships with OnSemi,Infineon & Microchip companies with a combined capitalisation of 112 billion dollars means nothing. The partnership with Mercedes Benz isn’t worth a cracker. The Unigen AKIDA Cupcake is a write off. The EDGX and ANT61 space applications of no consequence. Tata Elxsi driving AKIDA technology use in medical and industrial applications forget it.
Valeo dead in the water does not rate a mention. ARM who has even heard of it.

The list of dismissals this wild prediction assumes even exceeds what Warnie used to do to an English Ashes team.

If you want to make unsupported idiotic statements on this investment forum yes you will be attacked.

You will be ridiculed and hounded.

You might even be a genuine shareholder unhappy and hurting as a result of the share price but the posters who come here are in the same boat.

There are in case you didn’t know not two classes of shares where your shares are 15.5 cents and mine are $10.00. Every share holder is holding BRNASX at 15.5 cents.

Allowing illogical unsupported rubbish does not improve investor sentiment nor does it encourage new investment to enquire more deeply potentially improving prospects of recovery over time.

There is a place for you to go and rant and it’s free and does not care about accuracy and is open 24/7. No one will fact check you there you can go for it till the cows come home.

This of course is not news to you. The fact you come here raises concerns when you by your own admission know you will be attacked.

Maybe you are like those who sit among the rival teams supporters and barrack for your team while hurling abuse at those around you. Then complain when a beer is emptied over your head.

My opinion only DYOR
Fact Finder

"China will invade Taiwan. The US will respond China will declare war on the US and it’s allies. Donald Trump will become President and do a deal that ends the war between China and the US on the basis China gets Taiwan, Japan and Australia"

Not such a wild theory, in my opinion FactFinder
Australia, has no chance at all, against an invasion from China, without the US backing us up.
It's the only reason they wouldn't attempt it.

I don't think England, would step up to the plate, or even be capable either.

As much as I hate the US (except for giving us the muscle car period and it's music) with what they've done to the World, for their own benefit.

They are the only thing, keeping the Chinese from invading Australia.