Tony Coles
Regular
4C should be out just before the end of month yeah? 27th or 28th of April. Hopefully some
BRN Discussion Ongoing
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MDhere
Top 20
Inside Mercedes' plan to deliver hands-free driving to the masses | TechCrunch
I'm sitting in the passenger seat of a special Mercedes Benz S-Class on a blindingly bright California spring day, casually watching an autonomoustechcrunch.com
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alwaysgreen
Top 20
Could be some more share price pain today with the US dropping sharply last night.
Good opportunity to top up.
Good opportunity to top up.
Fact Finder
Top 20
Hi Rob
Yes feeling great.
We finally had a truly sunny day yesterday and I realised how much I missed such days. It seems like summer forgot to turn up and today we are back to grey again. I can understand why the Britts chose transportation in leaky ships to the other side of the world. LOL
Regards
FF
CarExpert.com.au: 2022 Mercedes-Benz EQS SUV leaked.
www.carexpert.com.au
The upcoming EQE sedan will have an EQE SUV counterpart, and all EQE and EQS models will ride Mercedes-Benz’s new Electric Vehicle Architecture.
2022 Mercedes-Benz EQS SUV leaked
Mercedes-Benz's upcoming EQS SUV has been leaked, showcasing the brand's slippery EV styling mated with more upright SUV proportions.
The upcoming EQE sedan will have an EQE SUV counterpart, and all EQE and EQS models will ride Mercedes-Benz’s new Electric Vehicle Architecture.
alwaysgreen
Top 20
It really makes a difference to my happiness.
It has been an extremely depressing period, particularly for someone who is somewhat reliant on good weather
robsmark
Regular
I must be the only Englishman living in Australia that loves the bad weather. I really look forward to the winter and dread the summer. I’m not a totally miserable git, despite the picture I’m painting of myself through my last few posts
That aside, I’m glad you’re well, and look forward to some more excitement when the company starts to build the SP.
Fact Finder
Top 20
Yes it is amazing what an impact it has but this might add a lift to your day.
I was just over on the Mercedes thread and someone asked a question about Daimler which I answered but then thought maybe it was only something obvious to me.
Daimler is no longer the overall organisations name it has rebranded itself and is now Mercedes Benz.
So when we say Mercedes Benz is using AKIDA technically we are not saying just automobiles as Mercedes Benz is the whole box and dice.
Now before you go saying FF is off with the fairies again consider the following statement by Mercedes Benz:
“Mercedes acknowledges that while neuromorphic computing is still in its infancy, it says similar systems will be available in a variety of consumer products within a few years”
Why would a prestige car maker feel the need to mention AKIDA will be in doorbells and fridges.
It of course would not but if it has seen the future which it clearly has it would not as an organisation hive off this technology in a bubble it would explore its benefits across all of its product range.
Blind Freddie and me have thought it so obvious that it did not need to be mentioned but as I said it was a question raised elsewhere that made me think the significance had been missed.
My opinion only DYOR
FF
AKIDA BALLISTA
buena suerte :-)
BOB Bank of Brainchip
Fact Finder
Top 20
A memory test.
At the 2021 Ai Field Day who else remembers Anil Mankar being asked questions about AKIDA technology being certified for use in automotive applications and Anil Mankar stating that Brainchip was not doing this because of cost and resources needed but was leaving it to the OEM’s and automotive manufacturers.
Well last night my son in the UK sent me this link:
ojoyoshidareport.com
When you open it it requires you to subscribe so I have not proceeded as I get enough junk emails now but the content on the first page was sufficient to wake up to the significance of what Anil Mankar had to say at the Ai Field day.
It seems every second day someone at a start up or a university somewhere around the world is claiming a major LiDAR or Radar breakthrough for autonomous driving.
The thing is as Anil Mankar pointed out and this link makes clear you need the massive resources of a Valeo or a Mercedes Benz to certify this claimed breakthrough for automotive use.
So where is this going think about the three year lead over competitors.
Brainchip and Valeo’s LiDAR is going into Mercedes’ vehicles in the here and now.
The starters gun has fired and the only horse and jockey out of the gate is Valeo because all the other gates have failed to open as they are on a time lock that will take years to tick over and some gates will never open.
My opinion only DYOR
FF
AKIDA BALLISTA
At the 2021 Ai Field Day who else remembers Anil Mankar being asked questions about AKIDA technology being certified for use in automotive applications and Anil Mankar stating that Brainchip was not doing this because of cost and resources needed but was leaving it to the OEM’s and automotive manufacturers.
Well last night my son in the UK sent me this link:
Valeo Sits Atop Lidar Market – So Far | TechSplicit
Startups tout whizzy technologies, but they lack the ability that automotive OEMs demand to industrialize, verify and validate their products.
ojoyoshidareport.com
When you open it it requires you to subscribe so I have not proceeded as I get enough junk emails now but the content on the first page was sufficient to wake up to the significance of what Anil Mankar had to say at the Ai Field day.
It seems every second day someone at a start up or a university somewhere around the world is claiming a major LiDAR or Radar breakthrough for autonomous driving.
The thing is as Anil Mankar pointed out and this link makes clear you need the massive resources of a Valeo or a Mercedes Benz to certify this claimed breakthrough for automotive use.
So where is this going think about the three year lead over competitors.
Brainchip and Valeo’s LiDAR is going into Mercedes’ vehicles in the here and now.
The starters gun has fired and the only horse and jockey out of the gate is Valeo because all the other gates have failed to open as they are on a time lock that will take years to tick over and some gates will never open.
My opinion only DYOR
FF
AKIDA BALLISTA
Cyw
Regular
I don't think there will be huge income but they did sell some Akida circuit boards and with Mercedes and other EAPs and 'customers' going full force to get their products to the market, there could be a bit of consulting fees as well.
I expect the revenue to be in the range of $1-2M last quarter.
I hope they will disclose some new customers signing up.
Fact Finder
Top 20
Seems no one is going to answer. When the MegaChip deal was announced in the further announcement required by the ASX Brainchip declared they would receive about $2 million dollars in 2022. So if this is evenly distributed about $1 million of that should turn up this quarter.
Then we have the sale of the sold out Rasberry Pi etc which could add a further $300,000 to $1 million.
Then you have engineering fees from Mercedes, Valeo, NASA, etc say a couple of hundred thousand.
So as I said a little while ago a couple of million this time round.
Last years AGM provided income projections and showed income commencing to ramp up second half 2022.
In multiple interviews the CEO Sean Hehir has stated income will commence to ramp up later this year and recently said if you want to know how the company is going look to the income.
The precise details of the Renesas deal are unknown but they have to pay a royalty on every single use of the IP. They are bringing out the AKIDA MCU second half.
I do not believe based on the scant details released that they have to sell the MCU containing the IP to be liable to pay the royalty. So it will depend on how many they produce as to what income they will generate for Brainchip during second half 2022 but MCU’s are a high volume low cost item.
I believe I read last year that Renesas had sold in the order of 40 billion MCU’s since they started making them.
So I suppose the above is why some expect income this year.
My opinion only DYOR
FF
AKIDA BALLISTA
I agree, this next 4C likely will not show much, but royalties are closer than you think - as in late 2022 - and probable on the modest side. The trick is for BRN to show validation to their royalty model , and to sign additional IP licenses!!
As Ken mentioned in his last presentation, “revenue will be lumpy”…meaning it will come in an inconsistent fashion, before it becomes consistent.
In time, Mercedes = very consistent!
Dhm
Regular
Perhaps not huge but remember BRN declared 2020 revenue as US$121,000 and 2021 as $1.588m, an increase of over 1200%. It is hard to extrapolate that out but a rudimentary back of the envelope could be 1.588m / 4 = 397k x (1200/4 = 300%) $1,191,000 revenue for 1st qtr 2022. This is most probably quite understated because I am not taking any qtr by qtr exponential increase.
On another tack, surely there must be a couple of NDA clients that will want to 'out' themselves soon just like Mercedes did because they are seeing how MB are gaining so much momentum with their claims being so superior to competitors.
Yes great problem to have but what will be your response if the share price heads back to 50 or 60 cents ?
I would much prefer we don't have to make a decision like that because it starts to raise real doubt.
The company should be looking at options on how they can support the shareholders there are a number of ways of doing this am hoping there are smarter people than myself involved who can work this out.
You on the mid north coast FF? Sounds exactly like our weather - sick and tired of the cloudy, rainy days......
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