BRN Discussion Ongoing

[Fact Finder]

I think the teco comms company they are working with is Lumen

Lumen supports Solana network on Edge Bare Metal service

The support will allow blockchain developers on the Solana network to take advantage of Lumen’s edge platform without the need to invest in hardware.

edgecomputing-news.com

Hi CS
I have been looking at Lumen and found this article on Lumen’s site which they obviously embrace as they are encouraging their customers to read it.

In doing so it becomes clear that Lumen would well and truly recognise what use they could put AKIDA technology too in its network:

What Tech Investments Must You Make Now to Manage Data Overload? - Lumen

Data is the fuel of every digital business. It’s how you listen to, learn from and connect with your customers. Businesses are generating tidal waves of data every day, and their growth and success is increasingly tied to their ability to harness the power behind those waves by rapidly...

blog.lumen.com

Not proof but certainly improves the chances that you have correctly picked this one. Certainly worth a deep dive by the 1,000 Eyes.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[supersonic001]

With the edge ML market estimated to exceed an annual shipment of two billion devices by the end of 2022, the opportunities are massive yet there is work to be done. ABI Research's Lian Jye Su will… | Edge Impulse (a Qualcomm company)

With the edge ML market estimated to exceed an annual shipment of two billion devices by the end of 2022, the opportunities are massive yet there is work to be done. ABI Research's Lian Jye Su will join us on Thursday, April 21st to highlight the real market potential, key use cases, and...

www.linkedin.com

These numbers by end of 2022, bring it on BRN, as our part in the industry !!

 

[Taproot]

Did you all here about this :
Pfizer willing to pay $100 million for a smart phone app that can hear a cough signature for covid.
Just wait till Pfizer learns about the listening capability of Akida.

Pfizer offers $100m to buy Brisbane company behind app that diagnoses COVID-19

Pfizer offers $100 million to buy a ResApp, a company that has invented a smartphone app it says can diagnose COVID-19 by listening to someone cough.

www.abc.net.au

 

[Stable Genius]

Hi CS
I have been looking at Lumen and found this article on Lumen’s site which they obviously embrace as they are encouraging their customers to read it.

In doing so it becomes clear that Lumen would well and truly recognise what use they could put AKIDA technology too in its network:

What Tech Investments Must You Make Now to Manage Data Overload? - Lumen

Data is the fuel of every digital business. It’s how you listen to, learn from and connect with your customers. Businesses are generating tidal waves of data every day, and their growth and success is increasingly tied to their ability to harness the power behind those waves by rapidly...

blog.lumen.com

Not proof but certainly improves the chances that you have correctly picked this one. Certainly worth a deep dive by the 1,000 Eyes.

My opinion only DYOR
FF

AKIDA BALLISTA

I reckon I’ve heard the name Cisco mentioned before.

That’s right, they’ve signed an agreement with Brainchip in 2016.
BrainChip and Cisco Internet of Everything Innovation CenterSign Agreement to Demonstrate the Capabilities of BrainChip's Spiking Neural Adaptive Processor (SNAP) Technology - BrainChip (brainchipinc.com)
They’re one of many with a strategic alliance with Lumen:

 

[Neuromorphia]

Video interview with BrainChip CEO, Sean Hehir

Sean Hehir interview via Strawman.com 2022 03 28:

27min53sec
I would simply say without the name. We're heavily engaged right now with a um in an engagement model with a communications company and I wouldn't have thought it was necessarily a use case but what they're interested in is of course some artificial intelligence company but they don't build chips(Fabless) But they're going to perhaps buy our IP if you know if they decide to do and of course then they'll work on behalf so you can look at it this way any industry that wants to have artificial intelligence on an edge kind of application is really fair game and they're either going to buy a standard chip from us or they can go from company and have one built on behalf of or they can own the IP and design themselves so we're refining our engagement model because we're getting inquiries from all three of those constituents at the same time.

 

[Diogenese]

I reckon I’ve heard the name Cisco mentioned before.

That’s right, they’ve signed an agreement with Brainchip in 2016.
BrainChip and Cisco Internet of Everything Innovation CenterSign Agreement to Demonstrate the Capabilities of BrainChip's Spiking Neural Adaptive Processor (SNAP) Technology - BrainChip (brainchipinc.com)
They’re one of many with a strategic alliance with Lumen:

View attachment 4178

CISCO "owns" the internet.
https://www.cisco.com/c/en/us/index.html

 

[Fact Finder]

CISCO "owns" the internet.
https://www.cisco.com/c/en/us/index.html

So that's who I write to. Thanks Diogenese I will get started on my letter of complaint be back in 6 months. LOL
FF

 

[Dhm]

Did you all here about this :
Pfizer willing to pay $100 million for a smart phone app that can hear a cough signature for covid.
Just wait till Pfizer learns about the listening capability of Akida.

Pfizer offers $100m to buy Brisbane company behind app that diagnoses COVID-19

Pfizer offers $100 million to buy a ResApp, a company that has invented a smartphone app it says can diagnose COVID-19 by listening to someone cough.

www.abc.net.au

@Taproot the current offer is manifestly too low. It won't pass the EGM. But the politics behind it should play out well for shareholders. It just needs time to flush out other interested bidders.

 

[Fact Finder]

thankyou Sirod69, supersonic001, JK200SX, Beebo, Tech, Stable Genius...everyone...

I have made a short list of Fabless Communication Companies.


27min53sec
I would simply say without the name. We're heavily engaged right now with a um in an engagement model with a communications company and I wouldn't have thought it was necessarily a use case but what they're interested in is of course some artificial intelligence company but they don't build chips(Fabless) But they're going to perhaps buy our IP if you know if they decide to do and of course then they'll work on behalf so you can look at it this way any industry that wants to have artificial intelligence on an edge kind of application is really fair game and they're either going to buy a standard chip from us or they can go from company and have one built on behalf of or they can own the IP and design themselves so we're refining our engagement model because we're getting inquiries from all three of those constituents at the same time.


Short list of Fabless Communication Companies.

Apple market cap $2.736 Trillion

Broadcom market cap $238.87 Billion

Qualcomm market cap $154.87 Billion

MEDIATEK market cap $47.74 Billion MEDIATEK owns Analog Devices (interesting website)

What other Fabless Communication Companies are there?

Semiconductor industry - Wikipedia

en.wikipedia.org

Lumen Technologies, Inc.

(formerly CenturyLink) is an American telecommunications company headquartered in Monroe, Louisiana, that offers communications, network services, security, cloud solutions, voice, and managed services. The company is a member of the S&P 500 index and the Fortune 500.

It is Fabless.

It is in partnership with Cisco that Brainchip has been partnered with in the past.

It is a Fortune 500 company.

Ticks all the boxes

Is partnered with AWS - enter stage left FU Baconlover and all his dots from BRN to AWS

Plus it likes the Edge and understands the need to process close to the source of data creation to optimise bandwidth.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Deleted member 118]

Sean never lets any at all slip when it comes to customers we are working with so when he says we are close to signing a license with a major telco in my opinion it’s pretty much a done deal and they have given him permission to talk about it.
All my opinion stay tuned.

Brainchip

 

[TECH]

Me again

I recently contacted Kris Carlson regarding how his presentations went at the recent TinyML summit.

Received a nice reply early this morning.

"Things went great ! Nice to be able to speak person to person again "

Next to Anil, I'd say Kris is next in ranking with regards his engineering brilliance.

Would be great to meet a number of our senior staff over the coming years, now that travel has started opening up again, maybe a few could travel to Australia and be introduced in person to the solid Australian shareholder base, starting in Perth of course !!

 

[Stable Genius]

CISCO "owns" the internet.
https://www.cisco.com/c/en/us/index.html

Wouldn’t mind their annual revenue $50 B US.

$51 US SP

80, 000 employees

Seeing as they started working with Brainchip in 2016 it shows how much work it takes to achieve a revolutionary result!

 

[Fullmoonfever]

Haven't gone through any of the speakers / program yet but I see our Partner involved, sponsoring & exhibiting at the Spring RISC-V week in Paris with a number of other industry players & academia.

Would be interesting if some cross over conversations had about Akida

Spring 2022 RISC-V Week

RISC-V Week 2022

open-src-soc.org

 

[Euks]

I have a bit of a different take on the interview from Sean then the current narrative... Dont shoot me down..

It feels like to me that he is quite frustrated and concerned by just how many NDAs there are (just like most of us). I say this only because he literally said 'I am just wanting to get the word out. That is what is keeping me up at night". Now i don't know about most of you but not to many things keep me up at night besides stress....

One of the first things Sean did when he got to Brainchip was hire Jerome Nadel, I feel because he understands that by being tied into so many NDAs it inhibits the companies growth prospects. We have all seen what positive announcements do for the company and by not being able to announce these partnerships it means it is a lot more difficult to get word of mouth out... Jerome has a big job on his hands.....

I remember reading a comment by FF about time, and whilst the optimist in me says sit back and relax because in time the share price will take care of itself the pessimist tells me time is off the essence because you never know when there is another Brainchip just around the corner waiting to disrupt even our technology.......

Anyway, this is just me venting my concerns and hoping for a little more excitement then just a 4C every few months and finally as Sean said 'We have one of the best kept secrets in the world'. I don't know about all of you but i HATE secrets!!! Especially this one! haha

 

[Deleted member 118]

No time to watch sorry

Bentley Systems | Infrastructure Engineering Software

Providing architects, engineers, constructors, and owner-operators with comprehensive architecture and engineering solutions for advancing infrastructure.

www.bentley.com

 

[Deleted member 118]

Or this

 

[Slade]

I have a bit of a different take on the interview from Sean then the current narrative... Dont shoot me down..

It feels like to me that he is quite frustrated and concerned by just how many NDAs there are (just like most of us). I say this only because he literally said 'I am just wanting to get the word out. That is what is keeping me up at night". Now i don't know about most of you but not to many things keep me up at night besides stress....

One of the first things Sean did when he got to Brainchip was hire Jerome Nadel, I feel because he understands that by being tied into so many NDAs it inhibits the companies growth prospects. We have all seen what positive announcements do for the company and by not being able to announce these partnerships it means it is a lot more difficult to get word of mouth out... Jerome has a big job on his hands.....

I remember reading a comment by FF about time, and whilst the optimist in me says sit back and relax because in time the share price will take care of itself the pessimist tells me time is off the essence because you never know when there is another Brainchip just around the corner waiting to disrupt even our technology.......

Anyway, this is just me venting my concerns and hoping for a little more excitement then just a 4C every few months and finally as Sean said 'We have one of the best kept secrets in the world'. I don't know about all of you but i HATE secrets!!! Especially this one! haha

I’m going with sit back and relax. I think you have looked too hard to find negativity in Sean’s presentation.

 

[Stable Genius]

I have a bit of a different take on the interview from Sean then the current narrative... Dont shoot me down..

It feels like to me that he is quite frustrated and concerned by just how many NDAs there are (just like most of us). I say this only because he literally said 'I am just wanting to get the word out. That is what is keeping me up at night". Now i don't know about most of you but not to many things keep me up at night besides stress....

One of the first things Sean did when he got to Brainchip was hire Jerome Nadel, I feel because he understands that by being tied into so many NDAs it inhibits the companies growth prospects. We have all seen what positive announcements do for the company and by not being able to announce these partnerships it means it is a lot more difficult to get word of mouth out... Jerome has a big job on his hands.....

I remember reading a comment by FF about time, and whilst the optimist in me says sit back and relax because in time the share price will take care of itself the pessimist tells me time is off the essence because you never know when there is another Brainchip just around the corner waiting to disrupt even our technology.......

Anyway, this is just me venting my concerns and hoping for a little more excitement then just a 4C every few months and finally as Sean said 'We have one of the best kept secrets in the world'. I don't know about all of you but i HATE secrets!!! Especially this one! haha

I get where you are coming from Euks but sometimes secrets are important.

About 30 years ago I held quite a high level security clearance (I’m not a risk or disclosing sensitive information by stating that now) but secrets were important to achieving an objective. Not keeping secrets can affect outcomes and/or lives.

If it means a company we are working with will be successful and make billions of dollars then it is worth keeping secrets because it means Brainchip will be successful also.

Not complying with an NDA would cost Brainchip significantly: legally, integrity, confidence in us and financially.

As I’ve said before I think there will come a time when companies will be clambering to announce they have Akida on board!

 

[alwaysgreen]

Green!!!

Finally

 

[ndefries]

I have a bit of a different take on the interview from Sean then the current narrative... Dont shoot me down..

It feels like to me that he is quite frustrated and concerned by just how many NDAs there are (just like most of us). I say this only because he literally said 'I am just wanting to get the word out. That is what is keeping me up at night". Now i don't know about most of you but not to many things keep me up at night besides stress....

One of the first things Sean did when he got to Brainchip was hire Jerome Nadel, I feel because he understands that by being tied into so many NDAs it inhibits the companies growth prospects. We have all seen what positive announcements do for the company and by not being able to announce these partnerships it means it is a lot more difficult to get word of mouth out... Jerome has a big job on his hands.....

I remember reading a comment by FF about time, and whilst the optimist in me says sit back and relax because in time the share price will take care of itself the pessimist tells me time is off the essence because you never know when there is another Brainchip just around the corner waiting to disrupt even our technology.......

Anyway, this is just me venting my concerns and hoping for a little more excitement then just a 4C every few months and finally as Sean said 'We have one of the best kept secrets in the world'. I don't know about all of you but i HATE secrets!!! Especially this one! haha

Our partner Megachips is an interesting example maybe we need to learn from. No one knows all the customers they have (Nintendo exception).

Do they trade under market value?

It may be that until we get to break-even and there is a revenue growth history each quarter / half that this is a problem for us.