BRN Discussion Ongoing

[Pom down under]

I'd disagree with you here.
We're not marketing to end consumers, as that is not our market.
Our sales teams, working with Airbus, edge, arm etc developing products is where we will see revenue.

Building relationships with industry leaders, demonstrating at trade shows is our bread and butter.

If our product is good enough, if it's ground breaking, if we are in the right space at the right time.... it's only a matter of time till we see adoption of AKIDA.

 

[7für7]

I'd disagree with you here.
We're not marketing to end consumers, as that is not our market.
Our sales teams, working with Airbus, edge, arm etc developing products is where we will see revenue.

Building relationships with industry leaders, demonstrating at trade shows is our bread and butter.

If our product is good enough, if it's ground breaking, if we are in the right space at the right time.... it's only a matter of time till we see adoption of AKIDA.

Sure, but It's not about running ads on TV or demonstrating Akida with influencers on Instagram. Besides sales channels that generate revenue, there is a specific marketing role that shouldn't be underestimated. As a publicly traded company, we should definitely aim to attract investors. Many companies like Tesla have boosted their stock prices using such strategies, often without selling products for a long time. It's just one way to look at things (if we're focusing on stock price, as the product is well-placed). It doesn't have to be, but it can be.

 

[jtardif999]

I completely agree with you. Even if someone decided against us, it would likely be about cost-effectiveness rather than functionality. Some might opt out because they don't need the full spectrum we offer and find a simpler, cheaper solution. Personally, I'm still in wait-and-see mode. But honestly, it's high time we put something concrete on the table. The AI market is evolving, with many startups using similar language to BrainChip. The risk is that we get overlooked due to weak marketing. Just posting on LinkedIn and X isn't enough; we need to be more proactive. All the money is going into product development and sales, leaving marketing lacking in my opinion. Nonetheless, HOLD!

I think for the really big companies that Shaun has intimated we’re short listing with, cost effectiveness isn’t the issue, rather the quality of the product and the ability for it to scale is imo. When thinking about why we went down the IP path and are not just making chips, being able to scale is the thing that perhaps separates us from the rest. Why would we want to incurr the costs of production and risk not keeping up with market trends when massive companies can take that risk for us, and then have the capability to produce the volumes required that become the COTS offerings to most other companies? I think the waiting will be worth our collective agonies.

 

[7für7]

I think for the really big companies that Shaun has intimated we’re short listing with, cost effectiveness isn’t the issue, rather the quality of the product and the ability for it to scale is imo. When thinking about why we went down the IP path and are not just making chips, being able to scale is the thing that perhaps separates us from the rest. Why would we want to incurr the costs of production and risk not keeping up with market trends when massive companies can take that risk for us, and then have the capability to produce the volumes required that become the COTS offerings to most other companies? I think the waiting will be worth our collective agonies.

Big companies think a bit further... They think, "Why should I produce and take on the risk while acquiring licenses? Let’s calculate whether it’s cheaper in the long run to buy the whole company now when it's not worth much and have everything under one roof."


Anyway... i said, I hold….. but I don’t want to settle for just a few cents... IMO

 

[DingoBorat]

I'd disagree with you here.
We're not marketing to end consumers, as that is not our market.
Our sales teams, working with Airbus, edge, arm etc developing products is where we will see revenue.

Building relationships with industry leaders, demonstrating at trade shows is our bread and butter.

If our product is good enough, if it's ground breaking, if we are in the right space at the right time.... it's only a matter of time till we see adoption of AKIDA.

Yes to all.

 

[Dijon101]

Sure, but It's not about running ads on TV or demonstrating Akida with influencers on Instagram. Besides sales channels that generate revenue, there is a specific marketing role that shouldn't be underestimated. As a publicly traded company, we should definitely aim to attract investors. Many companies like Tesla have boosted their stock prices using such strategies, often without selling products for a long time. It's just one way to look at things (if we're focusing on stock price, as the product is well-placed). It doesn't have to be, but it can be.

Disagree with you again.
We're not in a R&D phase looking for investors.

The company has made it clear that they are not focused on the shareprice. They are focused on revenue and commercialisation.

I think we are well placed to achieve commercial success in the near future.

Have a lovely Wednesday night.

 

[jtardif999]

Big companies think a bit further... They think, "Why should I produce and take on the risk while acquiring licenses? Let’s calculate whether it’s cheaper in the long run to buy the whole company now when it's not worth much and have everything under one roof."


Anyway... i said, I hold….. but I don’t want to settle for just a few cents... IMO

Maybe they have an idea of how much our patents are really worth and that is putting off any chance of an early take over for not much.

 

[Diogenese]

I completely agree with you. Even if someone decided against us, it would likely be about cost-effectiveness rather than functionality. Some might opt out because they don't need the full spectrum we offer and find a simpler, cheaper solution. Personally, I'm still in wait-and-see mode. But honestly, it's high time we put something concrete on the table. The AI market is evolving, with many startups using similar language to BrainChip. The risk is that we get overlooked due to weak marketing. Just posting on LinkedIn and X isn't enough; we need to be more proactive. All the money is going into product development and sales, leaving marketing lacking in my opinion. Nonetheless, HOLD!

We already have product differentiation on performance with Akida 2 having premium performance with ViT and TeNNs, and long skip.

Akida 1 has extremely flexible applications but the added functionality of long hop/skip/jump, TeNNs and ViT would justify a substantial price differential.

Akida 1500 would be cheaper than Akida 1 on equivalent production runs as it does not require the ARM Cortex M4 licence, and will fit more per wafer.

In addition, there is the radhard version.

The adaptability of Akida means we are set up to meet a broad spectrum of the market.

It is true that competition may harvest the low hanging fruit, but SynSense for instance needs different chips for audio and video, increasing production costs in the long run.

 

[Diogenese]

Disagree with you again.
We're not in a R&D phase looking for investors.

The company has made it clear that they are not focused on the shareprice. They are focused on revenue and commercialisation.

I think we are well placed to achieve commercial success in the near future.

Have a lovely Wednesday night.

As you say, management, while deeply interested in the share price, are not interested in manipulating the SP. Their focus is on growing the business and achieving meaningful sales. Any whiff of snake oil would be disastrous.

 

[Saap25]

K

 

[JoMo68]

K

 

[7für7]

Disagree with you again.
We're not in a R&D phase looking for investors.

The company has made it clear that they are not focused on the shareprice. They are focused on revenue and commercialisation.

I think we are well placed to achieve commercial success in the near future.

Have a lovely Wednesday night.

Actually you are right.. forgot about that… I just thought like an investor who would like to see a turnaround asap my fault

 

[7für7]

We already have product differentiation on performance with Akida 2 having premium performance with ViT and TeNNs, and long skip.

Akida 1 has extremely flexible applications but the added functionality of long hop/skip/jump, TeNNs and ViT would justify a substantial price differential.

Akida 1500 would be cheaper than Akida 1 on equivalent production runs as it does not require the ARM Cortex M4 licence, and will fit more per wafer.

In addition, there is the radhard version.

The adaptability of Akida means we are set up to meet a broad spectrum of the market.

It is true that competition may harvest the low hanging fruit, but SynSense for instance needs different chips for audio and video, increasing production costs in the long run.

Yeah let’s see! There is a lot going on out there

 

[charles2]

Does this mean anything?

Nasdaq buyers may have finally discovered BCHPY (40 BRN.AX = 1 BCHPY)

Today with one hour left 22,288 BCHPY shares (ADRs) have traded ...up 2.7%.

Typical volume is around 750.

Let's see if this is the start of a trend.

 

[Dallas]

x.com

x.com

 

[Dallas]

@Microchip hat vor Kurzem seine weltraumtaugliche MPU-Familie vorgestellt, die @SiFive RISC-V 64-Bit-CPU-Kerne für die NASA und die Verteidigungs- und kommerzielle Luft- und Raumfahrtindustrie im Allgemeinen integriert. Lesen Sie mehr: hubs.la/Q02GTCNB0 #RISCVeverywhere

 

[Pom down under]

Every little counts

 

[Space Cadet]

@Microchip hat vor Kurzem seine weltraumtaugliche MPU-Familie vorgestellt, die @SiFive RISC-V 64-Bit-CPU-Kerne für die NASA und die Verteidigungs- und kommerzielle Luft- und Raumfahrtindustrie im Allgemeinen integriert. Lesen Sie mehr: hubs.la/Q02GTCNB0 #RISCVeverywhere

You may mean this.

https://www.microchip.com/en-us/abo...industrys-highest-performance-64-bit-hpsc-mpu.

From May so may have been posted before.

SC

 

[Space Cadet]

You may mean this.

https://www.microchip.com/en-us/abo...industrys-highest-performance-64-bit-hpsc-mpu.

From May so may have been posted before.

SC

We already know we are mixed up in this.
Well think so anyway. Thanks Dallas for the reminder.

BRN News: BrainChip to Unveil Akida Neuromorphic Processor Enabled by Microchipâs 32-bit MPU at CES 2024 - 4th Jan 2024, 4:00am​

SC

 

[7für7]

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