BRN Discussion Ongoing

[Fact Finder]

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 don't intend to shoot you down but the beauty of the English language is that it can mean so many things to so many different people and on this occasion we disagree about the correct interpretation of what Sean Hehir said and what FF was talking about.

So starting in reverse order being an authority on FF I can say that what he was talking about was anxiety being induced by people who use time as a weapon against an investor.

This is an entirely different concept to the time that Brainchip has to take advantage of its first to market opportunity of about three years.

I would argue that to suggest that Brainchip has not utilised its time to advantage is completely wrong. They have deals sown up with MegaChips and Renesas. They have Mercedes, Valeo, NASA and Vorago as announced early adopters and they have about 11 further EAP's all of which bar one are continuing and will convert according to my understanding of Sean Hehir.

Given Sean Hehir described the secrecy as the Kryptonite of these yet to be disclosed EAP's I do not read his language as suggesting he is in any way frustrated or worried about not being able to reveal their names. It strikes me that truth be told it is only shareholders who care at this stage.

Having listened closely to what keeps him up at night it was something that I aligned strongly with and it was being concerned that he is doing everything possible to get the word out to potential customers not shareholders.

The reality is Shareholders myself included are a pain in the arse. They get in the way of doing his job which is to put the name Brainchip on the lips of every possible customer for AKIDA technology around the globe.

He even said when talking about what Jerome Nadel has planned for the second half this year that it is not aimed at shareholders but it is an assault on the market for AKIDA technology.

The use of the term 'best kept secret' cannot be directed at shareholders because unless one is a clueless dimwit you must have heard the name Brainchip to be invested and have some idea that they do something in the semiconductor Ai space. Hence Brainchip and AKIDA are not a secret from the point of view of shareholders.

This comment was clearly aimed at the market for Ai Edge computing chips and the Ai Research communities around the globe. Sean Hehir has spoken about getting universities and researchers onboard testing and playing with AKIDA so as to get the word out.

Personally if I have a beef with Sean Hehir it is that he speaks too often about what he thinks has not been done to raise the companies market profile in the past when full commercialisation was only achieved three months after he took up his role and according to him it was amongst other things the quality of the engagements that Brainchip already had which induced him to take the position of CEO. Again though this may be down to how I interpret what he has said and it is not the meaning he intends to convey. Once he has the marketing plan up running his language around this will likely change.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Filobeddo]

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

On agreement disclosures, what I found interesting was that one of the first slides in the presentation was the Mercedes ‘news’, yet that didn’t make an an asx announcement, as it supposedly wasn’t deemed price sensitive? Which I’m still getting my head around

End of the day, if the customer wants to signup but the catch is they dont want you spruiking their name, then fine by me, I’ll take their money

Brainchip is a relative no name compared to the big players, so a risk averse client may think, what have I got to gain by announcing our relationship just yet

 

[Dijon101]

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

Euks I agree with Slade.

This reply is mostly directed towards Euks.

Akida has been validated
Akida has been released as a commercial product @ 30% greater power efficiency, with the help of engineers from our EAP's and NDA's.
Our product has been picked up by Mercades, who have openly stated they are using brainchip.


There is another time I never used to be able to sleep and that's the night before Christmas

Sean is excited to get the word out.

NDA's do not inhibit the company's growth, they protect it. Biggest False statement I've read on your post @Euks.

Dr Dre had a NDA with Apple to protect the intellectual property of beats before it was released to the market. The deal was still being worked on even if there was a NDA.
Infact Dr Dre almost blew the deal because he broke the NDA and held a party to celebrate the deal. History will show Dr dre and Ken Irvine became billionaires even though they had NDA's in place with Apple.

 

[AusEire]

Good afternoon happy people,

With the permission of Strawman.com, I present to you the latest interview with Sean, over hehir:

https://www.youtube.com/channel/UCbK8eZnczzt-gJQyz6LmKHw

AKIDA BALLISTA - AWESOME BRAINCHIP VIDEOS CHANNEL

Just like what that other guy says on youtube, don't forget to hit the like button, tell your friends, subscribe, hit the cowbell and enjoy the video that presents the worlds greatest tech company!

View attachment 4172

You have the comments switched off!

 

[Mugen74]

Euks,
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....

Taken out of context this sounds a bit worriesome as you have left out an important part, this was Seans response to the question asked directly as "what keeps you up at night?" not Sean just coming out and saying Im worried and losing sleep stressing about getting the word out. Sean has framed his answer to suit the question asked. IMO

 

[HopalongPetrovski]

I don't intend to shoot you down but the beauty of the English language is that it can mean so many things to so many different people and on this occasion we disagree about the correct interpretation of what Sean Hehir said and what FF was talking about.

So starting in reverse order being an authority on FF I can say that what he was talking about was anxiety being induced by people who use time as a weapon against an investor.

This is an entirely different concept to the time that Brainchip has to take advantage of its first to market opportunity of about three years.

I would argue that to suggest that Brainchip has not utilised its time to advantage is completely wrong. They have deals sown up with MegaChips and Renesas. They have Mercedes, Valeo, NASA and Vorago as announced early adopters and they have about 11 further EAP's all of which bar one are continuing and will convert according to my understanding of Sean Hehir.

Given Sean Hehir described the secrecy as the Kryptonite of these yet to be disclosed EAP's I do not read his language as suggesting he is in any way frustrated or worried about not being able to reveal their names. It strikes me that truth be told it is only shareholders who care at this stage.

Having listened closely to what keeps him up at night it was something that I aligned strongly with and it was being concerned that he is doing everything possible to get the word out to potential customers not shareholders.

The reality is Shareholders myself included are a pain in the arse. They get in the way of doing his job which is to put the name Brainchip on the lips of every possible customer for AKIDA technology around the globe.

He even said when talking about what Jerome Nadel has planned for the second half this year that it is not aimed at shareholders but it is an assault on the market for AKIDA technology.

The use of the term 'best kept secret' cannot be directed at shareholders because unless one is a clueless dimwit you must have heard the name Brainchip to be invested and have some idea that they do something in the semiconductor Ai space. Hence Brainchip and AKIDA are not a secret from the point of view of shareholders.

This comment was clearly aimed at the market for Ai Edge computing chips and the Ai Research communities around the globe. Sean Hehir has spoken about getting universities and researchers onboard testing and playing with AKIDA so as to get the word out.

Personally if I have a beef with Sean Hehir it is that he speaks too often about what he thinks has not been done to raise the companies market profile in the past when full commercialisation was only achieved three months after he took up his role and according to him it was amongst other things the quality of the engagements that Brainchip already had which induced him to take the position of CEO. Again though this may be down to how I interpret what he has said and it is not the meaning he intends to convey. Once he has the marketing plan up running his language around this will likely change.

My opinion only DYOR
FF

AKIDA BALLISTA

My impression re Sean's energetic response regarding the undisclosed nature of our EAP's was just one of a natural frustration at not being able to YELL THEIR NAMES FROM THE ROOFTOPS at this point in time, and what was probably just a hint of pique around being asked the same question over and over. I admire and respect his discipline and think he's doing a grand job so far.

As to the share holder's who don't quite know what they've lucked into, Bless 'em and their little cotton sox......
Hang in there Bubba's, our shrimp boats are on the way.

 

[Fullmoonfever]

I know BCI was set up a couple years ago as software support for France but didn't realise got retail presence there now.

Wondering how new this is as no product info yet on the links and the brochure download is pretty much nothing on it for 4 pages. Company might want to sort it out maybe. Bit unprofessional for mine if legit.

 

[Diogenese]

On agreement disclosures, what I found interesting was that one of the first slides in the presentation was the Mercedes ‘news’, yet that didn’t make an an asx announcement, as it supposedly wasn’t deemed price sensitive? Which I’m still getting my head around

End of the day, if the customer wants to signup but the catch is they dont want you spruiking their name, then fine by me, I’ll take their money

Brainchip is a relative no name compared to the big players, so a risk averse client may think, what have I got to gain by announcing our relationship just yet

Hi Filobeddo,

The Mercedes announcement was a single use in a single unique vehicle - so $20 max. Not even a ripple on the bottom line after the morning coffee run.

What the potential repercussions of the announcement in the minds of shareholders may be is not an appropriate subject for an ASX announcement.

 

[Diogenese]

My impression re Sean's energetic response regarding the undisclosed nature of our EAP's was just one of a natural frustration at not being able to YELL THEIR NAMES FROM THE ROOFTOPS at this point in time, and what was probably just a hint of pique around being asked the same question over and over. I admire and respect his discipline and think he's doing a grand job so far.

As to the share holder's who don't quite know what they've lucked into, Bless 'em and their little cotton sox......
Hang in there Bubba's, our shrimp boats are on the way.

In re banana prawn boats:

https://www.bing.com/videos/search?...7F538FAAE771865CD5877F538FAAE771&&FORM=VDRVRV

 

[Filobeddo]

Hi Filobeddo,

The Mercedes announcement was a single use in a single unique vehicle - so $20 max. Not even a ripple on the bottom line after the morning coffee run.

What the potential repercussions of the announcement in the minds of shareholders may be is not an appropriate subject for an ASX announcement.

Haha @Diogenese interesting take, but not quite buying that

 

[Diogenese]

In re banana prawn boats:

https://www.bing.com/videos/search?...7F538FAAE771865CD5877F538FAAE771&&FORM=VDRVRV

https://www.bing.com/videos/search?...77F538FAAE771865CD5877F538FAAE771&FORM=VDMCNR

 

[Steve7777]

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

Neuromorphia I found this which has a list of a few other fabless communication companies

 

[ndefries]

A big question is around Apple and their push for a fully autonomous car as early as 2025. It will be huge task and they will want their car to espouse everything people adore about Apple. What suppliers do they already have locked into NDAs already. They lost their head exec to Ford and it's going to be an exciting race over the next few years. Just hoping we are why they are so confident about their progress. Ford were desperate to poach as billions are at stake.

 

[HopalongPetrovski]

In re banana prawn boats:

https://www.bing.com/videos/search?...7F538FAAE771865CD5877F538FAAE771&&FORM=VDRVRV

Das goode, but I prefer this version.

 

[HopalongPetrovski]

Das goode, but I prefer this version.

Hoping for something like this at the AGM!

 

[thelittleshort]

I have been thinking about the above post and the quote attributed to 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”

Unless Mercedes Benz is the one using AKIDA technology in consumer products how can it possibly know this?

One answer might be that Brainchip disclosed to them the other EAP customers using the AKIDA technology in breach of the NDA's which seems entirely out of the question.

The only other plausible answer I can think of is that those who are partnered with Mercedes Benz in bringing the EQXX vehicle to life are definitely working with Brainchip and the knowledge of this became known as part of the EQXX development.

So which of these two possibilities seems the most likely keeping in mind that Brainchip's technology is unique, patent protected and 5 to 10 times more efficient according to Mercedes than any competitor in the Hey Mercedes key word space?

My opinion only DYOR
FF

AKIDA BALLISTA

Saw this today on LinkedIn today

I’m hoping that Akida is in the “state-of-the-art driver assistance system”, however it looks like Mercedes doing a cloud based system too

Does not seem very cutting edge - pun intended. Surely BrainChip can offer a better solution to eHorizon tech?

I’m likely missing the point and the whole concept of the system is that it needs to be cloud based in order to transmit the relevant information?

If that is the case then can Akida work in conjunction with eHorizon tech?

If it sounds like I know what I am talking about, do not be fooled

Not familiar with e(lectronic)Horizon? This explains it:

This is a system concept that lets vehicles know what is happening on the road ahead and allows them to react to that information without driver involvement. When an electronic horizon is used in heavy-duty trucks, a significant reduction in fuel consumption is possible as a key application. This is achieved by optimizing the algorithms in the engine control unit, the transmission control device or other control units in the vehicle.

 

[buena suerte :-)]

Can everyone click on this link and like SiFive's tweet about BrainChip. Their last BrainChip tweet got 127 likes and usually their tweets get under 10 likes.

My hope and theory is, that if BrainChip tweets get them lots of like's then they will tweet something about BrainChip on a regular basis.

We've only got 24 likes on this one so far. Come on team

63 likes now.... getting there! great work T

 

[TasTroy77]

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

 

[Euks]

Euks I agree with Slade.

This reply is mostly directed towards Euks.

Akida has been validated
Akida has been released as a commercial product @ 30% greater power efficiency, with the help of engineers from our EAP's and NDA's.
Our product has been picked up by Mercades, who have openly stated they are using brainchip.


There is another time I never used to be able to sleep and that's the night before Christmas

Sean is excited to get the word out.

NDA's do not inhibit the company's growth, they protect it. Biggest False statement I've read on your post @Euks.

Dr Dre had a NDA with Apple to protect the intellectual property of beats before it was released to the market. The deal was still being worked on even if there was a NDA.
Infact Dr Dre almost blew the deal because he broke the NDA and held a party to celebrate the deal. History will show Dr dre and Ken Irvine became billionaires even though they had NDA's in place with Apple.

I’m unsure how that is a false statement. If we are tied down to a load of NDAs that must surely inhibit company growth.

Firstly, When you don’t let your contractor to tell that he has developed the product, you deprive yourself from free publicity, you project might be longing for. When the Contractor will be telling in its blog, portfolio, conferences and tutorials about the tricks and technologies they used, your name will never pop-up. This means that you will be missing a huge auditory and free promotion.

And finally, signing an NDA means that the Contractor will never receive the public credit it deserves. ​

This is what I thought Sean could see hence why he has hired Jerome Nadal…

And whilst I appreciate Dr Dre had an NDA in place some NDAs can last indefinitely. The Coca-Cola recipe, for example, has been kept secret for over 100 years….

Depending on the terms of all the NDAs we have signed we may never know the vast majority of companies using our technology…

 

[Fact Finder]

Saw this today on LinkedIn today

I’m hoping that Akida is in the “state-of-the-art driver assistance system”, however it looks like Mercedes doing a cloud based system too

Does not seem very cutting edge - pun intended. Surely BrainChip can offer a better solution to eHorizon tech?

I’m likely missing the point and the whole concept of the system is that it needs to be cloud based in order to transmit the relevant information?

If that is the case then can Akida work in conjunction with eHorizon tech?

If it sounds like I know what I am talking about, do not be fooled

Not familiar with e(lectronic)Horizon? This explains it:

This is a system concept that lets vehicles know what is happening on the road ahead and allows them to react to that information without driver involvement. When an electronic horizon is used in heavy-duty trucks, a significant reduction in fuel consumption is possible as a key application. This is achieved by optimizing the algorithms in the engine control unit, the transmission control device or other control units in the vehicle.

View attachment 4204 View attachment 4205 View attachment 4206

There is absolutely no doubt that the system used in EQXX is cloud connected because of the Samsung involvement aimed at linking Hey Mercedes voice control to things like turning on and off the air conditioner at your home all part of the Mercedes connected vehicle approach.

My opinion only DYOR
FF

AKIDA BALLISTA