BRN Discussion Ongoing

[manny100]

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See link, click on description and you will see the Market $ estimates that was used as the source for slide 6 of the 2025 Brainchip presentation.

"Neuromorphic market is taking off from smartphone to expand with opportunities in datacenter, entertainment, and automotive to $8.4B by 2034."​

"Neuromorphic sensing and computing are poised for significant growth. In 2029, the neuromorphic sensing market could reach $410M and $2.9B by 2034, while the neuromorphic computing market is expected to grow to $412M by 2029 and $5.4B by 2034. For neuromorphic sensing, mobile applications will lead in 2034, followed by entertainment, smart city, automotive, and home applications. For neuromorphic computing, however, data center applications are expected to be the biggest revenue generator in 2034, followed by automotive, entertainment, smart city, and mobile. The embedded emerging NVM market for near- and in-memory computing is expected to remain limited until at least 2029. Near-memory computing approaches – mainly implemented with MRAM – will lead the short-term growth, while analog IMC and other RRAM/PCM-based IMC approaches will ramp up in the following years (>2027)."

 

[Rach2512]

Autonomes Fahren - quo vadis? | Alexander Bloch

Autonomes Fahren - quo vadis? Ich kopiere mich hierzu mal selbst: Fast exakt vor einem Jahr hab ich bei LinkedIn einen Bericht über die damals 37. Fachtagung des VDI e.V. und VDI Wissensforum GmbH zu autonomen Fahrsystemen geschrieben. Auch im Lichte der neuesten Ereignisse und vor allem nach...

www.linkedin.com

Can someone translate please?

 

[Guzzi62]

Autonomes Fahren - quo vadis? | Alexander Bloch

Autonomes Fahren - quo vadis? Ich kopiere mich hierzu mal selbst: Fast exakt vor einem Jahr hab ich bei LinkedIn einen Bericht über die damals 37. Fachtagung des VDI e.V. und VDI Wissensforum GmbH zu autonomen Fahrsystemen geschrieben. Auch im Lichte der neuesten Ereignisse und vor allem nach...

www.linkedin.com

Can someone translate please?

View attachment 88113

Not sure how accurate the translation is, it's AI generated for crying out loud, LOL.

Autonomous driving - quo vadis?
I'll copy myself: Almost exactly a year ago, I wrote a report on LinkedIn about the then 37th symposium of the VDI e.V. and VDI Wissensforum GmbH on autonomous driving systems. Even in the light of the latest events and especially after half a dozen further tests that I have carried out since then (coming soon on VOX auto mobil), the five main points I mentioned at that time remain up-to-date with small additions.

1. Fully autonomous driving (Level 4) of a production car is still a long way off. None of the numerous experts wanted to estimate a year. Especially if you define it via the "Safety of the intended functionality" (SOTIF) with humans as an error rate reference. Fully autonomous driving systems should not have an accident rate higher than that of humans - ideally much lower. According to Professor Mirko Maehlisch, we are still a long way from this with a clean analysis and, above all, individual test drives are not meaningful.

2. The use of artificial intelligence has significantly reduced the error rate in the test vehicles. But it is not the game changer on its own. According to AI specialist Andreas Kuhn, the situation in real traffic is not to be assessed strictly according to engineering aspects, but here decisions must be made to a large extent according to game theory principles and thus also (error) probabilities.

3. When it comes to sensor technology, the vast majority of experts agree that a monosensory solution is not error-resistant enough for autonomous driving for redundancy reasons alone. Especially if it is to work without any problems even in difficult environmental conditions. I can only support this from my tester experience.

4. The classic car manufacturers in particular - the old economy - must completely rethink their development if they want to keep up with the new economy, for example from California, which is completely different in terms of software. If structures established over decades can only be changed rather sedately in development, it may make sense to start completely anew elsewhere - see joint venture VW and Rivian.

5. There is a discrepancy between the public expectation of autonomous driving, which is strongly influenced by personal brand preferences, wishes and marketing, and what will come in the foreseeable future. Even as a car tester, I am often surprised by effusive testimonials about certain systems that do not agree with my personal tests at all.

As a little treat, a cell phone video of our last emergency brake assistant test: We are sitting in a Model 3, waiting for the next take and two cameramen are standing around it. Nothing else happens. This is what image recognition makes of it.

PS: Subtitles are AI generated

 

[Guzzi62]

I don’t think you understand. It’s not about the share price being at 20 cents or $1.50.
It’s about progress.
Akida 1 was released in 2020, and Akida 2 has been out for over two years. It’s time for Brn to either manage to deliver results or step aside.
In my opinion, if Sean and Antonio can’t get results by the end of the year, they can get their last lot of allocated shares and move on.

Agreed that they have to deliver something sustainable this year, or Sean's 5-year plan starts looking like a failure.

But, getting a start-up off the ground isn't that easy, it takes time, as I outlined in a post yesterday.

What is it everyone is talking about, announcements on the ATX? Isn't that only when money is involved? Not when a new partner coming in?

I don't know if the AGM has damaged IR with the company, likely, shareholders are clearly getting tired of waiting, we thought 2024 was our year, but no it wasn't, the SP is suffering because of it.

The company overpromised, no doubt, and they should shoulder that, but they didn't.

If there is no progress before the next AGM, they better bring the US Marines or!!!

I still think Sean is the right guy as CEO all things considered, but his time is running out and so is my patience.

 

[7für7]

Autonomes Fahren - quo vadis? | Alexander Bloch

Autonomes Fahren - quo vadis? Ich kopiere mich hierzu mal selbst: Fast exakt vor einem Jahr hab ich bei LinkedIn einen Bericht über die damals 37. Fachtagung des VDI e.V. und VDI Wissensforum GmbH zu autonomen Fahrsystemen geschrieben. Auch im Lichte der neuesten Ereignisse und vor allem nach...

www.linkedin.com

Can someone translate please?

View attachment 88113

I think you forgot you’re in an Australian forum maybe you translate it in near future?

 

[manualsilva881]

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[Jacob Kiraz]

Agreed that they have to deliver something sustainable this year, or Sean's 5-year plan starts looking like a failure.

But, getting a start-up off the ground isn't that easy, it takes time, as I outlined in a post yesterday.

What is it everyone is talking about, announcements on the ATX? Isn't that only when money is involved? Not when a new partner coming in?

I don't know if the AGM has damaged IR with the company, likely, shareholders are clearly getting tired of waiting, we thought 2024 was our year, but no it wasn't, the SP is suffering because of it.

The company overpromised, no doubt, and they should shoulder that, but they didn't.

If there is no progress before the next AGM, they better bring the US Marines or!!!

I still think Sean is the right guy as CEO all things considered, but his time is running out and so is my patience.

We won't have a AGM In 26, we won't be on the ASX

 

[manny100]

I don’t think you understand. It’s not about the share price being at 20 cents or $1.50.
It’s about progress.
Akida 1 was released in 2020, and Akida 2 has been out for over two years. It’s time for Brn to either manage to deliver results or step aside.
In my opinion, if Sean and Antonio can’t get results by the end of the year, they can get their last lot of allocated shares and move on.

The AKIDA1000 we are now fully commercial announcement was made to the ASX on 17th Jan 2022. Three and a half years ago.

 

[7für7]

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View attachment 88119

Hmm nice it looks different than the usual scam… the wording is professional and the image is high quality… looks trustworthy… you know what?? Fu.. I give it a try! Do you have a bank account and your pin? I would like to transfer some money

 

[Guzzi62]

We won't have a AGM In 26, we won't be on the ASX

And you know this how?

Do you have insider knowledge?

I am all in for a move, but only without any reverse splits, so that means a much higher SP than currently.

There have to some really juicy IP deals to achieve that, but it's unlikely IMO.

 

[Getupthere]

The AKIDA1000 we are now fully commercial announcement was made to the ASX on 17th Jan 2022. Three and a half years ago.

BrainChip Confirms Validation of the AkidaTM Neural Processor

14th of September 2020 and the EAP clients had access to akida well before this.

RENESAS signed Ip license on the 23rd of December 2020.

 

[manny100]

Emerging+Neuromorphic+Computing+for+Edge+AI+Application+(1).pdf
TITLE:
"Emerging Neuromorphic Computing for Edge AI Application: A Systematic Literature Review"
AKIDA gets a mention:
· "Akida [23] is considered the first commercial neuromorphic processor. Akida is advertised as a power-efficient event-based processor for edge
computing, which does not require any external CPU. Akida is capable of processing at 1000 watts. Around 80 Neural processing units are used in 1 Akida chip in a mesh network, which enables 1,200,000 neurons and 10,000,000,000 synapses. Akida chip was primarily built at TSMC nm. Further, a free chip emulator is also provided using the Akida ecosystem."
Merits of Neuromorphic listed as - i have summarised below, the report contains an explanation of each of them.:
Lower power consumption, Robustness and fault tolerance, Sensor fusion and perception, Reduced latency, · Reduced Bandwidth and storage requirement, Proficient resource utilization.

 

[JB49]

Compare neuromorphic computing in 2023 vs 2024. I'd say 2025 feels much like we are in the trough of disillusionment. And 2026 will be the slope of enlightenment!

 

[Diogenese]

Compare neuromorphic computing in 2023 vs 2024. I'd say 2025 feels much like we are in the trough of disillusionment. And 2026 will be the slope of enlightenment!
View attachment 88123

View attachment 88124

BRN's chief advantage is Edge AI. We are already there with Edge Box/Server, M.2 PCB, Frontgrade space, Onsor,... and then there are the NDAs.

I think one dot that's missing is Cybersecurity AI - that really is essential AI ... and we're there now, just on the edge of the plateau of productivity.

Don't know why they have neuromorphic computing at 5+ years - done and dusted.

Then there's GenAI, due 2026 in the Roadmap. I'm guessing we will have RAG (Retrieval Augmented Generation) GenAI which is specialized by topic/model.

Where the hype cycle graph is wrong is that, for AI, the plateau of productivity will be miles higher than the Peak of Inflated Expectations, more of a hockey stick.

 

[equanimous]

 

[manny100]

I don’t think you understand. It’s not about the share price being at 20 cents or $1.50.
It’s about progress.
Akida 1 was released in 2020, and Akida 2 has been out for over two years. It’s time for Brn to either manage to deliver results or step aside.
In my opinion, if Sean and Antonio can’t get results by the end of the year, they can get their last lot of allocated shares and move on.

AKIDA1000 was released in 2020 but the commercial push was not started until late 2021 when Vianna (NED and Commercial and Operational consultant) and Hehir were appointed.
Jerome Nadel was also appointed Chief Marketing Officer in Jan'22.

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02446305-2A1335696&v=4a466cc3f899e00730cfbfcd5ab8940c41f474b6

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02451934-2A1338758&v=4a466cc3f899e00730cfbfcd5ab8940c41f474b6

News Release

News Release

feeds.issuerdirect.com

Full commercialisation of AKIDA 1000 was news released on 18th Jan'22.

News Release

News Release

feeds.issuerdirect.com

Sean's 5 year plan was not approved by the Board until late 2021/early 2022.

​

 

[Getupthere]

AKIDA1000 was released in 2020 but the commercial push was not started until late 2021 when Vianna (NED and Commercial and Operational consultant) and Hehir were appointed.
Jerome Nadel was also appointed Chief Marketing Officer in Jan'22.

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02446305-2A1335696&v=4a466cc3f899e00730cfbfcd5ab8940c41f474b6

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02451934-2A1338758&v=4a466cc3f899e00730cfbfcd5ab8940c41f474b6

News Release

News Release

feeds.issuerdirect.com

Full commercialisation of AKIDA 1000 was news released on 18th Jan'22.

News Release

News Release

feeds.issuerdirect.com

Sean's 5 year plan was not approved by the Board until late 2021/early 2022.

​

You do realise that 12 EAP had access to Akida 1 before the Akd1000 was released, well before 2020.

Sean’s five-year plan has been to create ecosystems and for young students in partnering universities who can access Akida.

While he was doing this, his five-year plan was to sign new IP deals, but this hasn’t worked out as planned.

 

[White Horse]

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View attachment 88119

Fuck off. !!

 

[TopCat]

Akida in Space

In this post, we’ll explore how Akida’s unique architecture addresses the energy and latency challenges of space-based AI, and why it’s poised to become...

semiiphub.com

 

[IloveLamp]

Mercedes, BMW, VW & Co unterzeichnen HISTORISCHES Software-Abkommen 😳 | Philipp Raasch

Mercedes, BMW, VW & Co unterzeichnen HISTORISCHES Software-Abkommen 😳 Wenn Apple ein iOS-Update ausrollt, erreicht der Code innerhalb von Stunden über 1 Milliarde iPhones. Jedes Jahr kommen nochmal 232 Millionen neue Devices dazu. Anders sieht es in der Autoindustrie aus: - VW ist der...

www.linkedin.com