BRN Discussion Ongoing

[Frangipani]

Great research as always.

Thank you, Taproot!

My take is different to yours though.
I believe ISL are/will be the subcontractor.

But how does that align with BrainChip literally stating that the undisclosed prospective subcontractor is a “multinational aerospace and defense customer”?

Company Bio | ISL - Technology for Real World Solutions

www.islinc.com

“ISL was founded to tackle the toughest problems facing society, from national security to energy independence and climate change, and find sustainable and effective solutions that work in the real-world. ISL’s approach is to begin with a ”fresh eyes” approach, questioning any and all preconceived notions and assumptions, then use a rigorous scientific, physics-based, and engineering approach to develop entirely new and often disruptive approaches that have a major industry impact, not just an incremental improvement. We are also a fully vertically integrated “one-stop” solutions provider, from nascent idea through to full rate production (ISO-9001, AS-9100, etc.).”

ISL say that they were the other awardee

Joe Guerci ( ISL CEO ), said as much in the first comment after the announcement.
See Brainchip Linkedin post.

https://www.linkedin.com/company/brainchip-holdings-limited/posts/

At first glance, that Joe Guerci comment does indeed appear to challenge my theory that RTX is going to be our subcontractor.

Nevertheless I believe @Space Cadet is correct:

I'm not so sure that is confirmation of anything other than they were the first to use Akida in this space through the SBIR grant a couof years ago when they used Akida. If it was ISL Phase 3 would have finished that, although TENNs wasn't available then

In fact, I think the confusion actually stems from a misunderstanding.
Let me explain: What most of us (including me) probably failed to notice at first glance is that we are dealing with two separate texts published by BrainChip that differ in one very important detail: Whereas the ASX announcement mentions that “The contract is an expansion of efforts after a multinational aerospace and defense customer that successfully demonstrated radar processing algorithms capable of running on BrainChip’s commercial off-the-shelf (COTS) neuromorphic hardware as part of an internal research and development initiative” and that “BrainChip is currently in negotiations to enter into a subcontractor agreement with the previously mentioned aerospace and defense company for the completion of the contract award”…

…the LinkedIn post that ISL’s CEO Joe Guerci reacted to does not!

So here’s my theory: Joe Guerci mistakenly thought that BrainChip was referring to ISL when mentioning “the successful demonstration of radar processing algorithms running on BrainChip’s Akida neuromorphic hardware (…)”, even though in actual fact that LinkedIn post referred to a completely different company (which I believe has to be RTX due to Tom M.’s LinkedIn comments).

That’s why he said “Www.islinc.com was the other awardee”.
Note he says “was”, not “is”!
Most likely, he was disappointed that BrainChip did not refer to ISL by name, so he is taking this issue into his own hands in the comment section now: His post is basically self-advertisement.

It is, however, not telling us that ISL has anything to do with the newly awarded radar development contract to BrainChip by AFRL, which will see our company pay a subcontractor (namely RTX) to do R&D as a continuation of their previous work. At least that’s what I think…

 

[Pom down under]

Expecting a 22%+ day......yes?

Thinking green today

 

[manny100]

Thanks for posting that @Humble Genius. I hadn’t seen Alf‘s presentation before. He’s doing a great job in Europe for us!

For those that are time poor suggest take a look for several minutes from 24.30 mark for context where he’s talking about the different classes of spacecraft/satellites, eg class 4-5. Bearing in mind this was several months ago and prior to the FG announcement.

Then Alf talks about the “Real Deal”at the 25 min mark; class 1-3, “Missions that cannot go wrong at all”. “Talking multi-millions, multi-billions of dollars involved here”.

If we’re going into the GR716B as the RTA as I suspect then that is massive validation. The GR716B is described as the “Swiss Army Knife” and has many use cases throughout the spacecraft.




In the last month we have learnt of the Bascomm Hunter VPU which is currently advertised on their website: Validation.

AFRL has announced a contract which is going to lead to integration throughout the Defence: Validation.

Frontgrade Gaisler to me is massive and could lead us to ubiquity throughout the space industry.


Although it has been a slow grind (through rigorous testing and validation) Brainchip is being accepted in the space industry. It will take time but the technology will filter through to other industries from there for those that are prepared to wait!

For the short term I’m excited about CES2025!

"SWISS army knife". The same phrase was used by Tony Lewis at the AGM describing TENNS and Gen 2.

 

[JB49]

So manipulated. The other week sell side was down to like 3 million or something, now its at 17 million

 

[Boab]

 

[Yoda]

So manipulated. The other week sell side was down to like 3 million or something, now its at 17 million

Yes, quite unbelievable that after a positive commercial announcement there is so little movement in SP.

 

[Taproot]

One thing is indisputable, if it were not for Joe Guerci, we would not have won this contract.
An interview from March this year is well worth a listen.
Here are a couple of snippets from the transcript, that everybody should read and take note of.
Joe Guerci with some help from his friends at Raytheon made this happen.

From the Crows' Nest | Dr. Joseph Guerci

Dr. Joseph Guerci

fromthecrowsnest.transistor.fm

And you had a slide in
your webinar presentation

that we were talking about
the relationship with AI,

and there's an aspect to AI

that's using neuromorphic
computing and neuromorphic chips,

and we were talking about this.

This concept just blew my mind,

because I really never
heard the term before.

So I wanted to kind of,

I wanna ask you to talk
a little bit about this.

What is this piece of the puzzle,

and what does it it hold
in terms of the future

for artificial intelligence,

and then feeding into
cognitive radar and EW?

- So cognitive radar, EW,

live and die by embedded systems, right?

They don't have the luxury
of living in a laboratory

with thousands of acres
of computers, right?

They have to take all their
resources on a plane or at UAB

or whatever platform and go into battle.

And so to really leverage the power of AI,

you need to implement them

on efficient embedded computing systems.

Right now, that means FPGAs, GPUs,

and those things are,
when all is said and done,

you know, all the peripherals required,

the ruggedization, the MIL-SPEC,

you're talking kilograms and kilowatts.

And as I pointed out,

there is a rather quiet
revolutionary part to AI

that's perhaps even bigger

than all the hullabaloo about ChatGPT,

and that's neuromorphic chips.

So neuromorphic chips don't implement

traditional digital flip-flop
circuits, things like that.

Essentially they actually, in silicon,

create neurons with interconnects.

And the whole point of a neural network

is the weighting that goes
onto those interconnects

from layer to layer.

And the interesting thing about that

is you've got companies like
BrainChip in Australia, right,

that is not by any stretch

using the most sophisticated foundry

to achieve ridiculous line lists

like conventional FPGAs and GPUs do.

Instead it's just a
different architecture.

But why is that such a big deal?

Well, in the case of BrainChip
as well as Intel and IBM,

these chips can be the
size of a postage stamp.

And because they're implementing

what are called spiking
neural networks, or SNNs,

they only draw power when
there's a change of state,

and that's a very short amount of time,

and it's relatively low-power.

So at the end of the day,

you have something the
size of a postage stamp

that's implementing a
very, very sophisticated

convolutional neural network solution

with grams and milliwatts

as opposed to kilograms and kilowatts.

And so to me, this is the revolution.

This is dawning. This is the
thing that changes everything.

So now you see this little UAV coming in,

and you don't think for a second
that it could do, you know,

the most sophisticated
electronic warfare functions,

for example.

Pulse sorting, feature
identification, geolocation,

all these things that require,

you know, thousands of lines of code

and lots of high-speed embedded computing,

all of a sudden it's
done on a postage stamp.

That's the crazy thing.

And by the way, in my
research we've done it.

we've implemented pulse, the interleaving,

we've implemented, you know, ATR,

specifically on the BrainChip
from Australia, by the way.

So really quite amazing.

And this technology I'm talking

about, neuromorphic chips,

that's available to the world.

I mean, BrainChip is
an Australian company.

There's no ITAR restrictions, so.

- Well, and also I think it speaks

to the multidisciplinary
approach to technology today.

I mean, the neuromorphic chip,

I mean, it has military applications

you can obviously use it for,

but, I mean, you're gonna find this

in all various sectors
of an economy and society

and what we use in everyday
life, and so, you know-

- So Ken, let me just say
that the neuromorphic chip

that BrainChips makes from Australia

had nothing to do with electronic warfare.

It's designed to do image processing.

So one of the things we had to overcome

was take our electronic warfare I/Q data,

in-phase and quadrature
RF measurement data,

and put it into a format to
make it look like an image

so that the BrainChip
could actually digest it

and do something with it.

So you're absolutely right.

I mean, these chips are
not being designed for us

in the electronic warfare community,

but they're so powerful

that we were still able to get it to work.

Imagine if they put a little effort

into tailoring it to our needs.

Then you have a revolution.

 

[toasty]

I had a thought this morning about the as yet unnamed aerospace and defence contractor. Consider this, if you will. Its already been made public that the contract is for $800k and its purpose is to complete the work associated with the grant. Soooo, if the dollars are known, then the quantum of work required must already have been defined, or at least estimated. So why then is the identity of the contractor being withheld. On the face of it, it doesn't seem to make sense. Could it be, in fact, that the negotiation is aimed at a far greater result than completing what appears to be a known scope? Like an IP license? Now that does make sense to me...............

FWIW and be sure to DYOR

 

[Esq.111]

Good Morning Chippers ,

Might see some movement directly.

Esq.

 

[Sosimple]

Thankyou @Frangipani and @Taproot for the extraordinary in-depth research and deductions. You are both highly inspirational and clearly gifted in my humble opinion.

 

[7für7]

Hmmm still no podcast out? I’m wondering if we will get a bonus by tomorrow … some sort of PRICE SENSITIVE ANNOUNCEMENT

 

[Sosimple]

I am a simple person who is involved with low paid work, but I've always been optimistic.
Holding BrainChip shares for what will be ten years come March.
I like to think that this is the beginning of a cascade of announcements, that will shout out to the world, the brilliance of the BrainChip technology.
I remain as determined as the first day.

 

[buena suerte :-)]

I am a simple person who is involved with low paid work, but I've always been optimistic.
Holding BrainChip shares for what will be ten years come March.
I like to think that this is the beginning of a cascade of announcements, that will shout out to the world, the brilliance of the BrainChip technology.
I remain as determined as the first day.

Totally with you... @Sosimple.... Great things to come soon hopefully (10 years April for me .....Good luck and everything crossed

 

[Esq.111]

TIME TO WHOP IT UP IT

 

[JB49]

Random Question - With Andre Van Schaik now on the Brainchip Scientific Advisory board, how do things stand with the work that Western Sydney University are doing with DeepSouth led by Andre.

If DeepSouth is able to be commercialised, I presume there would be a bit of a conflict?

 

[Pom down under]

Good Morning Chippers ,

Might see some movement directly.

Esq.

Don’t need to know about your bowel movement Ty

 

[LongTermInvestor]

Hmmm still no podcast out? I’m wondering if we will get a bonus by tomorrow … some sort of PRICE SENSITIVE ANNOUNCEMENT

View attachment 74119

Yeah, and I hope Sean put Brainchip in a sudden trading halt for a couple of business days (the more the merrier) prior to a 'pending announcement'.
Then the 'longers' can make use of these time to increase the exposure of BRN through various means and channels.
That will maximise the impact and scare the shit out of the 'shorters'...
I have seen this happened in some other ASX companies in the last few months.

 

[Smoothsailing]

Podcast recorded 3weeks ago now, maybe they needed to re-record it due to some more recent updates come on Brainchip

 

[buena suerte :-)]

C'mon BRN @Earlyrelease (retirement !!) is going have to change his name to @Delayedrelease

Great night yesterday catching up with a few of the Perth crew.....Cheers all ....

 

[rgupta]

I believe that as a German and BrainChip’s EMEA representative (who collaborates more closely with ESA than with any other space agency), Alf Kuchenbuch was speaking from his very own European (some might even say Euro-centric) perspective here, when he referred to ESA (= European Space Agency) as “from our side” as opposed to NASA .

I don’t think he meant to say that BrainChip was somehow involved in the Rosalind Franklin Mars rover.

In a September LinkedIn post (3.5 months after the video’s Neuromorphic AI in Space presentation), Alf Kuchenbuch clearly referred to Rosalind’s “children” (> future ESA Mars rovers) that he envisioned to have neuromorphic brains, not to Rosalind Franklin itself.

He actually added “(That is my dream.)” later, presumably to clarify that BrainChip’s involvement in that future endeavour - while very much hoped for and desirable - is by no means guaranteed. (My guess is that Laurent Hili had asked him to edit his post, but that is of course mere speculation.)

Alf Kuchenbuch on LinkedIn: Laurent Hili, Sandi Habinc, Sean Hehir, please give Rosalind's "children"…

Laurent Hili, Sandi Habinc, Sean Hehir, please give Rosalind's "children" a neuromorphic brain for better perception and autonomy! (That is my dream.)

www.linkedin.com

View attachment 74113

I don't know from whom they try to hide. Most of the competitors know what is happening behind the scenes.
May be investors are the only people who does not much clue.
Dyor