BRN Discussion Ongoing

[yogi]

Waiting for flight Sydney bound, glass of wine and checking the top 50 from previous papers. Interesting some accumulation from the usual suspects and some NEW names have appeared with significant Holdings 2.3 mil and above knocking off others from the podium.

Overall glad to see top holders from last year's top 50 accumulating and NEW or topped up holders to reach top 50.

And no I am not one of them

See some of you soon and @Pom down under I've not forgotten the $15 beer round i power u from jan 2024 notes.

Guys pm me where we meeting up if we doing breakky?

Happy Monday night

see you tomorrow

 

[Rskiff]

No problemo amigo!

May I be so bold as to ask what skills you might be able to bring to the table, that is if we can afford a table?

Do you know how to grow vegetables?

I'm a good a harvesting mushrooms. Plenty of practice of being left in dark and fed bullshit by BRN.

 

[Smoothsailing]

That's great @Smoothsailing! Or should I call you "roomie"?

A cost shared is a cost halved and if a few more shareholders jump in with us, we might be able to afford a composting toilet as well!

@Sosimple, has most generously offered us some land to pitch our tee pee on, so things are finally looking up!

I got a second hand thunder box for free off a mate, needs a little bit of clean and a new door but it’s good to go.

 

[Diogenese]

I'm a good a harvesting mushrooms. Plenty of practice of being left in dark and fed bullshit by BRN.

Is that you, Erin?

 

[manny100]

Details of Tony Lewis presentation at Embedded Vision Summit on Wednesday 21st May'25.
"
Date: Wednesday, May 21
Start Time: 2:05 pm
End Time: 2:35 pm
At the embedded edge, choices of language model architectures have profound implications on the ability to meet demanding performance, latency and energy efficiency requirements. In this presentation, we contrast state-space models (SSMs) with transformers for use in this constrained regime. While transformers rely on a read-write key-value cache, SSMs can be constructed as read-only architectures, enabling the use of novel memory types and reducing power consumption. Furthermore, SSMs require significantly fewer multiply-accumulate units—drastically reducing compute energy and chip area. New techniques enable distillation-based migration from transformer models such as Llama to SSMs without major performance loss. In latency-sensitive applications, techniques such as precomputing input sequences allow SSMs to achieve sub-100 ms time-to-first-token, enabling real-time interactivity. We present a detailed side-by-side comparison of these architectures, outlining their trade-offs and opportunities at the extreme edge."
See bold above. Seems that BRN are now able to migrate traditional transformer models to State Spece models (SSM's) without major performance loss.
Note the italics above that SSMs reduce energy requirements and chip area. Think Pico or a Pico plus.
Pico runs off TENNs which is as type of SSM.
Does that mean developers can now feast on the multitude of traditional models and distill them to SSMs? Appears so.
Is this potentially another game changer?
We might find out more tomorow?
I have the 'kiddy' co pilot which you do not get much out of.
Is someone with GPT4 or Grok etc able to quiz the AI to see what the possibilities are?

 

[Kingkong2015]

Details of Tony Lewis presentation at Embedded Vision Summit on Wednesday 21st May'25.
"
Date: Wednesday, May 21
Start Time: 2:05 pm
End Time: 2:35 pm
At the embedded edge, choices of language model architectures have profound implications on the ability to meet demanding performance, latency and energy efficiency requirements. In this presentation, we contrast state-space models (SSMs) with transformers for use in this constrained regime. While transformers rely on a read-write key-value cache, SSMs can be constructed as read-only architectures, enabling the use of novel memory types and reducing power consumption. Furthermore, SSMs require significantly fewer multiply-accumulate units—drastically reducing compute energy and chip area. New techniques enable distillation-based migration from transformer models such as Llama to SSMs without major performance loss. In latency-sensitive applications, techniques such as precomputing input sequences allow SSMs to achieve sub-100 ms time-to-first-token, enabling real-time interactivity. We present a detailed side-by-side comparison of these architectures, outlining their trade-offs and opportunities at the extreme edge."
See bold above. Seems that BRN are now able to migrate traditional transformer models to State Spece models (SSM's) without major performance loss.
Note the italics above that SSMs reduce energy requirements and chip area. Think Pico or a Pico plus.
Pico runs off TENNs which is as type of SSM.
Does that mean developers can now feast on the multitude of traditional models and distill them to SSMs? Appears so.
Is this potentially another game changer?
We might find out more tomorow?
I have the 'kiddy' co pilot which you do not get much out of.
Is someone with GPT4 or Grok etc able to quiz the AI to see what the possibilities are?

Fk. This is a game changer. We can run Facebook llama models on akida pico.

 

[Tothemoon24]

Gee Sean was unlucky

 

[Kingkong2015]

Details of Tony Lewis presentation at Embedded Vision Summit on Wednesday 21st May'25.
"
Date: Wednesday, May 21
Start Time: 2:05 pm
End Time: 2:35 pm
At the embedded edge, choices of language model architectures have profound implications on the ability to meet demanding performance, latency and energy efficiency requirements. In this presentation, we contrast state-space models (SSMs) with transformers for use in this constrained regime. While transformers rely on a read-write key-value cache, SSMs can be constructed as read-only architectures, enabling the use of novel memory types and reducing power consumption. Furthermore, SSMs require significantly fewer multiply-accumulate units—drastically reducing compute energy and chip area. New techniques enable distillation-based migration from transformer models such as Llama to SSMs without major performance loss. In latency-sensitive applications, techniques such as precomputing input sequences allow SSMs to achieve sub-100 ms time-to-first-token, enabling real-time interactivity. We present a detailed side-by-side comparison of these architectures, outlining their trade-offs and opportunities at the extreme edge."
See bold above. Seems that BRN are now able to migrate traditional transformer models to State Spece models (SSM's) without major performance loss.
Note the italics above that SSMs reduce energy requirements and chip area. Think Pico or a Pico plus.
Pico runs off TENNs which is as type of SSM.
Does that mean developers can now feast on the multitude of traditional models and distill them to SSMs? Appears so.
Is this potentially another game changer?
We might find out more tomorow?
I have the 'kiddy' co pilot which you do not get much out of.
Is someone with GPT4 or Grok etc able to quiz the AI to see what the possibilities are?

U real? If pico can run llama 1b. It is not hard to stack up to run full llama 405b model. It will be significantly cheaper to buy and run this chip at much lower power than nvidia 5090

 

[jrp173]

Off-course, but you just keep ranting on and on, there is a difference!

As I said countless times, why can't you downrampers wait until after the AGM? Let them speak first, but no, you just bla-bla-bla and want them gone NOW!

It's you that comes out childish by having no patience like a little kid!

You don't understand how much it takes to shift AI technology to the edge but want it done yesterday!

This sub forum on HC taught me a lot and made me much more positive: Understanding the Technology adoption cycle! One poster, Obseverr is extremely knowledgeable and clearly knows the industry in depth.

Looking at it, I see positive signs, space and military have started using our technology, which actually is very positive because they are typically early adopters.

I think we will get there this year and the next one.

Yes I know that have been said for the last couple of years, but technology shift towards edge AI have slowly started now IMO, but I will say, if they can't sell IPs over the next year, Sean has failed, so I will listen to them carefully tomorrow and take it from there.

 

[Kingkong2015]

If it’s true, the stock price will skyrocket like Nvidia’s.

 

[manny100]

Fk. This is a game changer. We can run Facebook llama models on akida pico.

I do not want to get to excited but it looks pretty good. Even a Pico plus size would be good. Drastically reduce energy use and chip area. Hopefully a Pico or Pico plus?
If its small enough to fit into a mobile phone that would be a game changer for sure - the gap for hackers via mobiles would be closed - that is a game changer on its own. Guessing though
Its wait and see.
Although at tomorows tech meeting i do expect we will get some good tech news. Otherwise why schedule it right before the AGM?
To maybe get a little WOW factor before attending the AGM? Nothing like a game changer to soften the mood - speculation of course.

 

[Kingkong2015]

I do not want to get to excited but it looks pretty good. Even a Pico plus size would be good. Drastically reduce energy use and chip area. Hopefully a Pico or Pico plus?
If its small enough to fit into a mobile phone that would be a game changer for sure - the gap for hackers via mobiles would be closed - that is a game changer on its own. Guessing though
Its wait and see.
Although at tomorows tech meeting i do expect we will get some good tech news. Otherwise why schedule it right before the AGM?
To maybe get a little WOW factor before attending the AGM? Nothing like a game changer to soften the mood - speculation of course.

You didn’t fully understand the implication. If Pico can run LLaMA 1B, it can easily scale up to run DeepSeek, Qwen, and the full LLaMA model — something only the NVIDIA 5090 can currently handle(priced between $5,599 and $7,199 AUD), and even that is out of stock. BrainChip could manufacture and sell it directly to the consumer market, bypassing those outdated 10-year IP deal constraints. The demand for running local AI models is tremendous, especially since ChatGPT tokens are becoming increasingly expensive.

And this will immediately position us as one of the biggest competitors of Nvidia.

 

[manny100]

You didn’t fully understand the implication. If Pico can run LLaMA 1B, it can easily scale up to run DeepSeek, Qwen, and the full LLaMA model — something only the NVIDIA 5090 can currently handle(priced between $5,599 and $7,199 AUD), and even that is out of stock. BrainChip could manufacture and sell it directly to the consumer market, bypassing those outdated 10-year IP deal constraints. The demand for running local AI models is tremendous, especially since ChatGPT tokens are becoming increasingly expensive.

Thanks Tony's presentation description looked the goods and i just hope its accurate.

 

[7für7]

Gee Sean was unlucky


View attachment 83761

Nr. 16 I guess … unlucky

 

[FJ-215]

You didn’t fully understand the implication. If Pico can run LLaMA 1B, it can easily scale up to run DeepSeek, Qwen, and the full LLaMA model — something only the NVIDIA 5090 can currently handle(priced between $5,599 and $7,199 AUD), and even that is out of stock. BrainChip could manufacture and sell it directly to the consumer market, bypassing those outdated 10-year IP deal constraints. The demand for running local AI models is tremendous, especially since ChatGPT tokens are becoming increasingly expensive.

And this will immediately position us as one of the biggest competitors of Nvidia.

Hi KK,
The problem with Pico (and Akida 2) is that they only exist on the drawing board. BRN have stated that there is no plan to tape out gen 2, although they did come up with a compromise and we now have a FPGA version that potential customers can use via the cloud.

That was the story with AKD1000, the IP was released in May 2019 but no one would look at it until we stumped up the cash to make the actual, physical chip.

History repeating???

 

[Frangipani]

Steve talks about Edge Impulse. I wonder when this was recorded.

Neuromorphic Computing Delivers Low-Power AI

BrainChip’s Akida platform offers low-power, neuromorphic machine-learning capabilities.

www.electronicdesign.com

Hi @JB49,

it must be the CES 2025 media interview with Bill Wong, which was recorded two months before Edge Impulse was acquired by Qualcomm.

This is a screenshot I took on 9 January (the one that got subsequently deleted):

(I’m pretty sure this accompanying picture of a podcast recording shows Steve Brightfield interviewing Bill Eichen from De Girum, though, not Bill Wong.)

Neuromorphic Computing Delivers Low-Power AI

BrainChip’s Akida platform offers low-power, neuromorphic machine-learning capabilities.

www.electronicdesign.com

Have a look at this picture and note the armchair, sofa and sofa cushions in the background:

As you can see below, the above photo must have been taken in the Venetian Tower suite BrainChip had booked for CES 2025:

At the time, everything between BrainChip and Edge Impulse seemed perfectly harmonious:

CES 2025

Check back frequently for updates, as we’ll be adding new information throughout CES 2024 and beyond.

brainchip.com

Two months later, on 10 March, we found out that Edge Impulse had been acquired by Qualcomm:

Our Next Chapter: Edge Impulse is Joining Forces with Qualcomm Technologies!

Today, Edge Impulse is excited to announce its next step forward — we’ve signed an agreement to join the Qualcomm Technologies team.

www.edgeimpulse.com

Fast forward to 5 April, when you spotted the suspension of BrainChip models on Edge Impulse, which continues to be the status quo even today, a whole month later (https://docs.edgeimpulse.com/docs/edge-ai-hardware/cpu-+-ai-accelerators/akd1000), although according to https://brainchip.com/partners/ Edge Impulse remains a BrainChip enablement partner…

 

[Bravo]

Hi KK,
The problem with Pico (and Akida 2) is that they only exist on the drawing board. BRN have stated that there is no plan to tape out gen 2, although they did come up with a compromise and we now have a FPGA version that potential customers can use via the cloud.

That was the story with AKD1000, the IP was released in May 2019 but no one would look at it until we stumped up the cash to make the actual, physical chip.

History repeating???

Hi FJ,

Maybe this is what Alf was alluding to in that Linkedin video when said something like “Our next step may or may not be to turn this into a chip?“. Or something elusive like that.

 

[Kingkong2015]

Hi KK,
The problem with Pico (and Akida 2) is that they only exist on the drawing board. BRN have stated that there is no plan to tape out gen 2, although they did come up with a compromise and we now have a FPGA version that potential customers can use via the cloud.

That was the story with AKD1000, the IP was released in May 2019 but no one would look at it until we stumped up the cash to make the actual, physical chip.

History repeating???

That’s different. These chips are designed for edge devices and will be manufactured into SoCs, which is why an FPGA demo is sufficient at this stage. The key value lies in the AI model it runs and its ultra-low power consumption. The AI models provided in the Akida Zoo—or customers’ own proprietary models—are what enable different functionalities

Do you think a regular computer can’t handle vision tasks on a CPU or GPU? Of course it can—too easily. But desktop CPU/GPU can't run on edge devices


But if BrainChip can manufacture, or at least demonstrate, the capability to run the full LLaMA 400B model on its design—even Elon Musk would place an order. It currently takes 5 A100 GPUs (costing around $30,000 each) to run the 400B model.



Hopefully, BrainChip’s CTO can quickly design some demos to validate this concept—perhaps by stacking multiple Akida 1000 chips together to prove its feasibility.

 

[DK6161]

Glad only a small fraction of my retirement is in brainchip especially having hardly any super and all the spare cash I’ve put into BRN and now hold a nice little parcel and if it a success it will make me a very happy man in retirement. But if this fails then my other investment was buying a property in 2019 that we now rent out now will get me out of the shit just incase.

Pom, you could've had 2 investment properties lad.
Oh well I am kind of on the same boat. Could've put a deposit down for an investment property but managed to persuade the wife to go into speculative shares. If all goes to sh1te, then at least there is aged pension.

 

[DK6161]

I do not want to get to excited but it looks pretty good. Even a Pico plus size would be good. Drastically reduce energy use and chip area. Hopefully a Pico or Pico plus?
If its small enough to fit into a mobile phone that would be a game changer for sure - the gap for hackers via mobiles would be closed - that is a game changer on its own. Guessing though
Its wait and see.
Although at tomorows tech meeting i do expect we will get some good tech news. Otherwise why schedule it right before the AGM?
To maybe get a little WOW factor before attending the AGM? Nothing like a game changer to soften the mood - speculation of course.

They scheduled it before the AGM to soften the blow to the CEO and board.
They should probably let people eat and drink so they are all in a good mood before the voting