BRN Discussion Ongoing

[DingoBorat]

This is what i was thinking of

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I thought they had that tech decades ago...

 

[mrgds]

It sounded like it did have good potential, until you mentioned that the processor involved, would put the hand brake on..

Would it be possible to combine the Tsetlin and AKIDA technologies, getting AKIDA to do the "Heavy Lifting" as you say?..

Or is that a mismatch of technologies, trying to accomplish a similar task?..

Gday DB Did you recieve any reply from TD regarding your email that you would like to share?
Cheers

 

[Diogenese]

It sounded like it did have good potential, until you mentioned that the processor involved, would put the hand brake on..

Would it be possible to combine the Tsetlin and AKIDA technologies, getting AKIDA to do the "Heavy Lifting" as you say?..

Or is that a mismatch of technologies, trying to accomplish a similar task?..

Hi DB,

I think it's B, both doing the same thing.

That said, I don't know the ins-and-outs of the Tsetlin machine, or its capabilities, so there may be some use for them.

 

[DingoBorat]

Gday DB Did you recieve any reply from TD regarding your email that you would like to share?
Cheers

Nothing to share yet, unless I want to get nasty..



No, I'm not a Janet Jackson fan

 

[IloveLamp]

 

[Quatrojos]

BRN is taking preorders for the VVDN edge box. The fact that they haven't communicated this to the asx belittles the product immensely, as if they don't think it's a significant piece of news. I thought they listened to the criticism aimed at improving their level of communication. Fans of the company knew this incredible product was coming. The market needs to know, CEO! Or is the CEO happy doing cap calls at ridiculously low share prices?

Partnerships are one thing. A commercial product is another, even considering that the company doesn't anticipate a significant level of revenue...

 

[buena suerte :-)]

I thought they had that tech decades ago...

That brought back some distant memories

 

[IloveLamp]

Self-Driving Startup Recogni Nabs $102 Million to Design AI Chip

Recogni Inc., an artificial intelligence startup that builds technology to support autonomous vehicles, has raised $102 million in funding after expanding into designing chips for generative AI.

www.bloomberg.com

 

[toasty]

BRN is taking preorders for the VVDN edge box. The fact that they haven't communicated this to the asx belittles the product immensely, as if they don't think it's a significant piece of news. I thought they listened to the criticism aimed at improving their level of communication. Fans of the company knew this incredible product was coming. The market needs to know, CEO! Or is the CEO happy doing cap calls at ridiculously low share prices?

Partnerships are one thing. A commercial product is another, even considering that the company doesn't anticipate a significant level of revenue...

This product has been the subject of a previous announcement. Go back and have a look, aka do some research...........

 

[Esq.111]

Afternoon Chippers ,

Thinking the foundation , share price soak , has had more than enough concrete poured.

Hourly chart over three days on 1 hour volume looking better & better.

Regards,
Esq

 

[Shadow59]

Afternoon Chippers ,

Thinking the foundation , share price soak , has had more than enough concrete poured.

View attachment 57381

Hourly chart over three days on 1 hour volume looking better & better.

Regards,
Esq

What an awesome photo. Unfortunately the buyers to sellers ratio not so good

 

[Fact Finder]

Hi All
The taking of orders for the VVDN AKIDA (x2) Edge Box raises the question of what does the companies prediction of modest income look like moving forward.

According to the following report by 2029 the Edge Box market is projected to be worth over $US18 billion:

Edge AI Box Computer Market: Size, Share, Growth, Analysis, Key Players, Revenue, Growth | Valuates Reports

Edge AI Box Computer Market Size According to new survey global Edge AI Box Computer market is projected to reach US 18010 million in 2029 increasing from US 10120 million in 2022 with the CAGR of 6 2 during the ...

www.openpr.com

Using my much loved one percent formula if Brainchip and VVDN only capture one percent of the predicted market of $US18 billion then they would gross $US180 million in 2029.

This would involve the sale at present pricing of about 225,000 VVDN AKIDA Edge Boxes in 2029.

Each Edge Box has two AKD1000 chips.

We know that a single AKD1000 was said to be priced around $US25.00. Large orders could achieve a lower price. Anil Mankar said if a customer wanted a large number more than one million they would recommend using the IP.

So taking a leap I am suggesting less than a half a million chips would not be a large order so Brainchip may well receive $US25.00 a chip x 2 = $US50.00 a box x 225,000 Edge Boxes = $US11,250,000.

The issue with this however is that Brainchip and VVDN are said to have partnered to produce the Edge Box so it is unlikely that the partnership will not be based on some sort of profit share formula.

In the Pitt Street Research Report from I think 2022 we know that novel IP that is fundamental to a products creation can realistically demand a royalty as higher as 15% but this is in cases of a sale not a partnership.

If we then just play with Brainchip receiving 10 percent of the sale price this would mean $US79.90 x 225,000 = $US17,977,500.00.

This of course is ignoring the market share that the Unigen AKIDA Cupcake Edge Server may capture???

This also ignores the idea that VVDN and Brainchip with their Edge Box at half the price of the Qualcomm and Nvidia offerings may well capture more than one percent of the market.

Five or Ten percent of the market dramatically increases the above numbers.

My opinion only DYOR
Fact Finder

 

[Esq.111]

Though i look at buyers and sellers , together with chart line they are easily manipulated , if you have enough cash .

Where as the flow & volume of trades executed can not...... that's how i read the vapour trails.

Savant like powers ...

Regards,
Esq

 

[Quatrojos]

This product has been the subject of a previous announcement. Go back and have a look, aka do some research...........

I think it was appended somewhere but it wasn't a standalone ann. But why wouldn't they reinforce the message with an update?

 

[Shadow59]

Though i look at buyers and sellers , together with chart line they are easily manipulated , if you have enough cash .

Where as the flow & volume of trades can not...... that's how i read the vapour trails.

Savant like powers ...

Regards,
Esq

Ordinarily I totally agree. What is interesting is in the last couple of weeks the buyers to sellers ratio has swung dramatically just when the price action changed direction. I've never seen this happen before.

 

[DingoBorat]

BRN is taking preorders for the VVDN edge box. The fact that they haven't communicated this to the asx belittles the product immensely, as if they don't think it's a significant piece of news. I thought they listened to the criticism aimed at improving their level of communication. Fans of the company knew this incredible product was coming. The market needs to know, CEO! Or is the CEO happy doing cap calls at ridiculously low share prices?

Partnerships are one thing. A commercial product is another, even considering that the company doesn't anticipate a significant level of revenue...

Hey Quatrojos, I don't think they could really do a "stand alone" announcement, for something like this..

But it could be included In an "ASX Investor Update" from time to time, that could contain other developments, like new partnerships etc...
Instead of relying almost solely on Social Media..

That's sufficient to keep current shareholders informed, but does nothing to attract a wider pool, of potential ASX investors.

But then, people don't "look at" or read, "every" ASX announcement anyway, only the Company's that they're already interested in..

So....


We are now getting a bit more "Worldwide" attention, which is going to be more important, for supporting and strengthening the share price

I've noticed the Twitter/LinkedIn followers, have been steadily increasing, with LinkedIn recently ticking over 12000.
Nothing staggering at this stage, but I think it may start growing, at a quicker pace.


The share price has been in a very tight range today, on much smaller volume and I think with how much soak we've had around these prices, that this is its "home" for now..

 

[A8kr1]

This product has been the subject of a previous announcement. Go back and have a look, aka do some research...........

Can you please link me to the ASX announcement, I can't seem to find it...

 

[Quatrojos]

Hey Quatrojos, I don't think they could really do a "stand alone" announcement, for something like this..

But it could be included In an "ASX Investor Update" from time to time, that could contain other developments, like new partnerships etc...
Instead of relying almost solely on Social Media..

That's sufficient to keep current shareholders informed, but does nothing to attract a wider pool, of potential ASX investors.

But then, people don't "look at" or read, "every" ASX announcement anyway, only the Company's that they're already interested in..

So....


We are now getting a bit more "Worldwide" attention, which is going to be more important, for supporting And strengthening the share price

I've noticed the Twitter/LinkedIn followers, have been steadily increasing, with LinkedIn recently ticking over 12000.
Nothing staggering at this stage, but I think it may start growing, a a quicker pace.


The share price has been in a very tight range today, on much smaller volume and I think with how much soak we've had around this prices, that this is it's "home" for now..

It's been said before, but if a minerals explorer can announce the turning of a sod, then we can surely announce preorders for a product slated to disrupt the conventions of edge computing...

 

[Quatrojos]

Can you please link me to the ASX announcement, I can't seem to find it...

There was no standalone ann.

 

[A8kr1]

There was no standalone ann.

Exactly, thank you.

Major commercial release, with $ amount attached yet no ASX announcement.

BRN only has 7900 followers on X yet it has 40,000 +/- retail holders plus however many who casually follow the company via their investing apps so opting out of an ASX announcement doesn't seem like the best way to market this news.