BRN Discussion Ongoing

[HopalongPetrovski]

Afternoon HopalongPetrovski ,

Abusing shareholders may have been a little harsh , though I picked up an arrogance which is probably a standard US trait.

I too watched the AGM live , and was not very impressed .

Each to their own.

Regards,
Esq.

All good.
Thanks Esky.
It is indeed somewhat hard to maintain enthusiasm when there has been this much water under the bridge, for both you, I and many other's here.

I don't tend to respond to arrogance well either, but would be more than happy to forgive much more of it, if they were producing $ results for share holders, and not just for themselves.

I don't expect to pay them peanuts and I know we are in a developing market but wish they could push "something along" a little harder commercially, so we could at least see a little light at the end of this bloody interminable tunnel.

FFS BrainChip!

 

[Rskiff]

I wonder whats taking so long for the AGM recording to be released, is it being edited by 60 minutes?

I asked TD and he said they weren't . Extremely poor yet again by the company especially since they said that they have heard the concerns of shareholders regarding keeping all shareholders informed. I would say the vast majority of shareholders were not able to see in person or live, I am one who falls into that category. The company has in the past released AGM video. poor, poor poor, leopard hasn't changed its spots

 

[HopalongPetrovski]

I asked TD and he said they weren't . Extremely poor yet again by the company especially since they said that they have heard the concerns of shareholders regarding keeping all shareholders informed. I would say the vast majority of shareholders were not able to see in person or live, I am one who falls into that category. The company has in the past released AGM video. poor, poor poor, leopard hasn't changed its spots

This is a really dumb move on their behalf in my opinion.
Not releasing it allows for all sorts of accusations to be made and innuendo cast and without a record to reference it just becomes more he said/she said fodder for manipulators to play with, leaving BrainChip twisting in the wind.
If you're listening guys and gals of the BOD, this sort of thing opens you up to accusations of arrogance, and on top of the recent shenanigans around releasing the register, which you said you were surprised to hear about, makes you also look either incompetent or not much in touch with investor sentiment.
You need to DO BETTER.
FFS BrainChip!

 

[DK6161]

Hands up if you think these 3 are over here from
hot crapper to put all the negatives post up.

View attachment 85073

 

[DK6161]

I asked TD and he said they weren't . Extremely poor yet again by the company especially since they said that they have heard the concerns of shareholders regarding keeping all shareholders informed. I would say the vast majority of shareholders were not able to see in person or live, I am one who falls into that category. The company has in the past released AGM video. poor, poor poor, leopard hasn't changed its spots

I believe there was an issue with files being corrupted after recording had finished. So I wouldn't hold my breath. Anyway, there was enough documents released for the meeting e.g. CEO's address to shareholders etc, so I imagine most shareholders would be satisfied.
Not advice

 

[MDhere]

New website is up!!!

I like it! And like how they have finally put the words Mercedes-Benz in the customer section and not just the logo!

 

[HopalongPetrovski]

I like it! And like how they have finally put the words Mercedes-Benz in the customer section and not just the logo!

I went looking for MB in particular and when searching they have 4 mentions but where is this customer section you mention?

Edit and thanks to MDhere and Rskiff.

Towards bottom of main page and on a few others too.
I knew I was getting hairy palms but didn't realise it was sending me blind too.

 

[Rskiff]

I went looking for MB in particular and when searching they have 4 mentions but where is this customer section you mention?

scroll down home page away. Have to say I like the look of new site.

 

[jrp173]

I wonder whats taking so long for the AGM recording to be released, is it being edited by 60 minutes?

It is not being released. The company have confirmed it is not being released as they do not have attendee permission (just an excuse not to release). They clearly realise the damage it would do, if everyone could see Antonio's disgraceful behaviour at the AGM.

 

[Jacob Kiraz]

It is not being released. The company have confirmed it is not being released as they do not have attendee permission (just an excuse not to release). They clearly realise the damage it would do, if everyone could see Antonio's disgraceful behaviour at the AGM.

Yeah I've sent emails to Tony Dawe and no reply in regards to this matter,
I think in 24 they kissed the shareholders behinds to avoid a second strike

 

[jrp173]

Yeah I've sent emails to Tony Dawe and no reply in regards to this matter,
I think in 24 they kissed the shareholders behinds to avoid a second strike

There was a second strike in 2024, but not a board spill. It's Peter Van der Made's 150M share that keep them all safe, and allows the disgraceful behaviour witnessed at the 2025 AGMl

 

[itsol4605]

It is not being released. The company have confirmed it is not being released as they do not have attendee permission (just an excuse not to release). They clearly realise the damage it would do, if everyone could see Antonio's disgraceful behaviour at the AGM.

I can only hope that some of his colleagues have spoken to him about his behavior.

We'll find out at the next AGM whether it had any effect.

It would be best if he left the company, as his behavior is damaging to the business.

 

[HopalongPetrovski]

Hi Slade.
Thanks for the heads up.
I too generally like the new web presence.
It's easy on the eye.
I found the old one somewhat cluttered and it often difficult to find what I was looking for.
This new one seems a little more intuitive and with, (to my eye anyway) a more general appeal to the perhaps not so technical amongst us.
I want the tech stuff to be available with a little digging for those who can appreciate it but I don't want to feel like I'm drowning when all I was looking for was a quick whores bath.
A fine line to draw I suppose and impossible for them to please everyone I guess.

As mentioned elsewhere they seem to have de-intensified they're reference to cyber security which irks me somewhat as I was hoping that to be a relatively quick path to commercialisation and seems to me to play to our strengths.
Hopefully that's all still progressing in the background and we will get some decent $ news soon.

 

[AARONASX]

Your lucky I was there

View attachment 85082

Yes, yes you were!

 

[jtardif999]

Seems ChatGPT agrees that we're in with a pretty good chance too. That is IF Altman and Ive’s new device is meant to operate continuously, privately, and intelligently at the edge without cloud dependence.

The final recommendation states "If the product blends all three functions — which seems likely — BrainChip Akida is the most versatile choice today due to its:

• Commercial availability
• On-chip learning
• Ability to handle both audio and vision"

To be honest though, I think that if we were going to be a contender for this new device, I would have expected to sense much more of an excited and confident "vibe" emanating from the Board at the recent AGM. I mean they're expecting it to ship 100 million of these devices in 2026 if I'm not mistaken.

ChatGPT said:​

Yes, several other emerging technologies could potentially power a compact, privacy-focused, cloud-independent AI device like the one being developed by Sam Altman and Jony Ive, offering similar or complementary capabilities to BrainChip’s Akida neuromorphic processor. Here are the main contenders:

---

1. Mythic Analog Matrix Processors (AMP)​

• How it works: Uses analog computing-in-memory to perform neural network operations directly where data is stored, minimizing data movement.
• Strengths:
  • Very low power consumption
  • High-speed processing suited for edge AI
  • Compact form factor
• Use case: Ideal for smart sensors, AR/VR glasses, and real-time voice/image processing

---

2. GrAI Matter Labs – GrAI VIP​

• Type: Brain-inspired processor using sparsity-driven processing
• Features:
  • Event-driven computation
  • Prioritizes only relevant data (like Akida)
  • Optimized for real-time AI at the edge
• Strengths:
  • Ultra-low latency
  • Energy-efficient
• Use case: Robotics, autonomous systems, wearables

---

3. Edge TPUs (Google Coral)​

• Architecture: Custom ASICs optimized for TensorFlow Lite models
• Strengths:
  • Easy integration with Google AI ecosystem
  • Real-time inferencing with low power draw
• Limitations:
  • More rigid; not capable of on-device learning (unlike Akida)
  • Better suited for inferencing than training

---

4. Syntiant NDP Series (Neural Decision Processors)​

• Type: Deep learning processors designed for always-on applications
• Strengths:
  • Consumes microwatts of power
  • Highly efficient for audio and sensor processing
  • Tiny form factor (suitable for earbuds, wearables)
• Use case: Wake-word detection, voice commands, health monitoring

---

5. IBM NorthPole​

• Type: Advanced neuromorphic architecture integrating memory and compute
• Highlights:
  • Breaks von Neumann bottleneck
  • Designed for high-throughput, low-latency AI at edge
• Status: Still in research/prototype stages

---

6. Intel Loihi 2 (Neuromorphic)​

• Advantages:
  • Second-gen neuromorphic chip
  • Supports learning on-chip
  • Better scalability and flexibility than Loihi 1
• Use case: Real-time adaptation, robotics, industrial applications

---

7. Tenstorrent (RISC-V + AI)​

• Founded by Jim Keller, their chips combine traditional processing with AI accelerators.
• Edge-ready options: Though mostly datacenter-focused now, Tenstorrent has roadmap items for edge deployment using RISC-V-based inference.

---

Summary Table:​

Technology	Type	On-Device Learning	Power Efficiency	Maturity	Suitable Use Case
BrainChip Akida	Neuromorphic			Commercial	Audio, vision, always-on inference
Mythic AMP	Analog compute			Early stage	Vision, industrial sensors
GrAI VIP	Sparse compute			Pre-commercial	Real-time robotics, AR
Google Edge TPU	ASIC			Commercial	Voice/image inference
Syntiant NDP	Neural DSP			Commercial	Audio, keyword spotting
Loihi 2	Neuromorphic			Experimental	Cognitive tasks, adaptive systems
IBM NorthPole	Neuromorphic			Research	General edge AI

---

Final Thought:​

If Altman and Ive’s device is meant to operate continuously, privately, and intelligently at the edge without cloud dependence, then BrainChip Akida, GrAI VIP, or Loihi 2 would be top candidates—especially if adaptive, real-time learning is a core feature. If it’s more focused on inference-only tasks, Edge TPU or Syntiant NDPs could be practical alternatives.
Let me know if you'd like a recommendation based on a specific function (e.g. voice assistant, vision processing, real-time interaction).
4o

You said:​

yes please

ChatGPT said:​

Great — here's a tailored recommendation based on three likely functions that Sam Altman and Jony Ive’s device might emphasize, considering their vision of a screenless, wearable, real-time AI companion:

---

1. Voice Assistant / Natural Interaction (Always-On, Privacy-Preserving)​

Best Choice: Syntiant NDP120​

• Why:
  • Ultra-low-power (microwatt-level) operation
  • Always-listening capability without draining battery
  • Supports multiple wake words and audio events
• Ideal for: Continuous voice interaction, like a whisper-quiet Siri that lives in your lapel
• Bonus: Commercially proven in smart earbuds and hearing aids

Alt Option: BrainChip Akida​

• Slightly higher power but supports on-device learning — ideal if the device needs to learn your voice over time

---

2. Vision / Environmental Awareness (Object, Gesture, Emotion Recognition)​

Best Choice: GrAI VIP or BrainChip Akida​

• GrAI VIP:
  • Optimized for real-time video inference
  • Sparse data-driven — processes only what matters
• BrainChip Akida:
  • Can detect gestures, objects, and visual patterns with low power
  • Supports event-based cameras (mimics human eyes)

Alt Option: Mythic AMP​

• Analog compute-in-memory gives efficient vision processing but is newer and more complex to integrate

---

3. Real-Time Learning and Adaptation (Personalization, Emotion AI, Cognitive AI)​

Best Choice: Intel Loihi 2​

• Why:
  • True on-device learning and decision-making
  • Designed for systems that evolve over time based on interaction
  • Best for adaptive systems that change how they work depending on who’s using them

Alt Option: BrainChip Akida​

• Supports incremental learning on-chip (no need for cloud updates)

---

Final Recommendation Based on Use Case Focus:​

Function	Top Tech Pick	Runner-Up
Voice assistant / audio AI	Syntiant NDP120	BrainChip Akida
Environmental/visual awareness	GrAI VIP	BrainChip Akida / Mythic AMP
Personalized cognitive assistant	Intel Loihi 2	BrainChip Akida

If the product blends all three functions — which seems likely — BrainChip Akida is the most versatile choice today due to its:

• Commercial availability
• On-chip learning
• Ability to handle both audio and vision

Only Akida actually has on-device learning. There has never been any proof of Loihi having the capability and IBMs tech has never been stated to. As for the others, they have never been boasted as having on device learning. Just because they may have been touted as neuromorphic doesn’t automatically mean they have any learning on chip! The learning associated with Akida is due to its architecture incorporating the JAST learning rule with STDP. Nothing else on the planet currently has this capability and BrainChip own the IP and patents. I am not aware of any technology other than BrainChips that actually doesn’t do anything more than brute force training off chip followed by inference on chip, that is why I’m fully invested in BrainChip and will continue to be so for as long as it takes. Albeit it’s taking bloody long… 🫤

 

[Pom down under]

BrainChip and will continue to be so for as long as it takes. Albeit it’s taking bloody long… 🫤

still waiting for a price sensitive announcement

 

[Pom down under]

Yes, yes you were!

View attachment 85087

Was that you next to our lawyer friend ?

 

[TECH]

I like it! And like how they have finally put the words Mercedes-Benz in the customer section and not just the logo!

Hi MD........I would like to point out that I have placed two or possibly three posts over a number of years just after the
announcement was made by Mercedes in January 2022, where I referenced that I had asked Peter directly if we (Brainchip)
could comment on our relationship with Mercedes, and he advised me back then that Mercedes Benz were a customer, so it
shouldn't come as some sort of surprise, but I agree with you that the communication has finally been confirmed as such on
our official website.

All positive in my opinion.... kind regards Tech.

 

[manny100]

I like it! And like how they have finally put the words Mercedes-Benz in the customer section and not just the logo!

In question time at the Pitt Street conference Sean confirmed engagements with Autos. He also mentioned the lengthy timeframes involved.

 

[TECH]

Gidday Brainchip supporters,

Last night I had a great phone conversation with Peter, we discussed lots of personal, private stuff, but I asked many questions
in a respectful manner in knowing that Peter has (officially) retired, but as I thought, he is in regular contact with Dr. Tony and
Sean, as in weekly...yes, I did raise my concerns around Antonio and his comments during the AGM and can assure all shareholders
that Peters explanation to me was very reassuring, yes it was a mistake, yes, the shareholders need to be informed and no, we aren't
moving to the US anytime soon, yes, the company is looking into possibly moving from the ASX, and if the BOD thinks it's in our best
interests moving forward, we the shareholders will vote based on what is presented to us at that time.

Peter, as of yesterday, has on-signed the lease of our Perth offices to another entity, meaning Tony has finished working in downtown
Perth and without assuming too much, I believe Tony will be working out of his own home office remotely, but will let Tony or the
company confirm as such.

With the lease cancelled, it will save the company around $160,000 per annum, which is a positive, I understand who and why this
decision to shut down our office came about, and as some have commented, Peter did confirm to me that a Cortical Neural Network
had been proven to work, it is capable of Level 5 in Autonomous Driving (think that is what I heard).

Akida 3 has been witnessed and is unbelievable, programmable and will be able to perform technologies so advanced, that future
products haven't even been thought of yet, yes, our company is the future, and I can also assure shareholders pressure is being put
on company employees responsible for closing deals and in turn creating real revenue, so watch this space.

I'm very comfortable with my conversation with our founder, all I can personally say is, yes, slowness isn't just a shareholder prospective, hang in there with me, the technology is brilliant, and our customers have finally come to that realization as well in my view.

Akida Tech.