BRN Discussion Ongoing

[Deleted member 3781]

Just in….

“look… if I were running BrainChip? We’d have Akida in every toaster, every drone, every golf cart in Mar-a-Lago. Believe me.

So stay tuned. It’s going to be YUGE… someday. Maybe. Possibly. Unless they dilute it into oblivion. I can tell ya…

TONY!?!? Where’s Tony? Tony Lewis? There he is! Give it up for Tony, folks!

Tony! Great guy. Wonderful guy. He could be a songwriter You know….if charisma were revenue, BrainChip would be a trillion-dollar company.
God bless Tony Lewis. And God bless Akida.

Make Akida Great Again”

Look, here’s the deal.

I saw Donald talking about Tony again. Big rally, loud crowd, golden tie – looked like someone spilled mustard on a fire hydrant.

He said BrainChip was gonna be in every microwave in America.
Well heck, when I was a kid, we didn’t have microwaves. We whispered to the food. Heated it up with good old-fashioned hope.

He says Tony’s got vision. Glasses. That’s fair….. and you know….We used to have a guy in Scranton who claimed his lawnmower ran on synapses. Turned out it was just squirrels. Real ones. Ehhhhhhh anyway…

Jack, I’ve eaten Doritos. I’ve never accidentally inhaled a neuromorphic processor. See you folks

 

[smoothsailing18]

When is quantum ventures releasing this BRN neuromorphic Wifi Modem to the market ?.
Do we have any time lines for this as I can't find any ?.

 

[JB49]

I'm not sure how up to to date their website is, but it confirms they are only at a technology readiness level of 4. So we are past the proof of concept, but its still being validated. Still 1-2 years to go in my opinion if the below is accurate.

 

[smoothsailing18]

I'm not sure how up to to date their website is, but it confirms they are only at a technology readiness level of 4. So we are past the proof of concept, but its still being validated. Still 1-2 years to go in my opinion if the below is accurate.

View attachment 88282
View attachment 88283

As I am not technically up to speed, we're does any of that speak of WiFi routers / modem's for homes / offices ext. ?.

 

[JB49]

As I am not technically up to speed, we're does any of that speak of WiFi routers / modem's for homes / offices ext. ?.

Apologies i dont recall the whole wifi router discussion. I'd need to listen to the podcast again. But I do recall them saying they were in advanced discussion with a large defence contractor.

 

[manny100]

Speaking of Onsor:

Strangely, the NEXA Progress Path & Future Outlook shows a Phase 7, but not a Phase 6?

NEXA | Onsor

onsor.om

View attachment 88267 View attachment 88268



Onsor Technologies is a subsidiary of the Muscat-headquartered ITHCA Group, formerly known as Oman Information and Communication Technology Group, which “was established in 2019 to play a key role in ensuring that the investments focus on supporting the technologies of the 4th industrial revolution as well as investing in the necessary infrastructure to achieve this goal” (see the ITHCA Group’s LinkedIn profile).

I found a couple of pages about Onsor in the ITHCA Group’s 2024 Annual Report.

It appears there is still quite a bit of work needed to be done on the NEXA prototype.

https://ithca.om/wp-content/uploads/2025/05/ITCHA-Annual-Report_2024.pdf

View attachment 88271

View attachment 88272
View attachment 88273 View attachment 88276 View attachment 88277 View attachment 88274 View attachment 88275

I note the projected 4 year development Cycle. 2022 - 2026 projected launch.
Gives us some idea of expected development cycles. Autos are way longer.

 

[manny100]

I asked AI:
" In an unbiased manner can you tell me what are the implications of Ericsson's involvement for BrainChip's future?"
Response:

Implications of Ericsson’s Involvement for BrainChip’s Future​

Positive Implications​

• Increased validation and credibility
  Partnering with a leading telecom equipment vendor showcases Akida’s viability in demanding 6G and IoT scenarios. This kind of endorsement often accelerates conversations with other system integrators and standards bodies.
• Accelerated product iteration
  Direct feedback on power budgets, form factors, and integration challenges helps BrainChip refine its chip architecture, software toolchain, and feature set on a faster cycle.
• Expanded market visibility
  Joint demos at events such as Mobile World Congress or IoT World bolster BrainChip’s profile among network operators, device OEMs, and potential investors.
• Leverage in standards and ecosystems
  Working closely with Ericsson gives BrainChip a pathway into 6G working groups, reference designs, and open-source communities—potentially influencing data formats and API interfaces.
• Commercial and financial upside
  Proof-of-concept successes can pave the way for licensing deals, design-win commitments, and even co-selling agreements. The association may also attract strategic investors and partners.

Potential Challenges​

• Over-reliance on a single partner
  A heavy focus on Ericsson could leave BrainChip vulnerable if Ericsson shifts priorities, delays rollouts, or adopts rival neuromorphic solutions.
• Competitive displacement risk
  Large vendors sometimes incubate in-house alternatives or switch to competing suppliers once they grasp the technology’s fundamentals.
• Roadmap alignment issues
  Telecom deployment timelines and IoT use-case requirements may not always sync neatly with BrainChip’s internal product cycles.
• Negotiating favorable commercial terms
  Ensuring license fees, IP rights, and confidentiality protections remain balanced can be complex when dealing with a major industry player.
• Technical integration hurdles
  Scaling a prototype into a robust, multi-vendor ecosystem may uncover unforeseen interoperability, security, or certification challenges.

Unbiased Outlook​

Ericsson’s engagement represents a strong proof point for BrainChip’s technology. It can fast-track market awareness, technical refinement, and ecosystem access—key ingredients for growth. At the same time, BrainChip will need to guard against partner concentration, stay agile in its roadmap, and diversify its end-market channels to ensure long-term resilience.

Suggested Next Explorations​

• Survey neuromorphic initiatives at Nokia, Qualcomm, and Huawei to benchmark BrainChip’s positioning.
• Map out potential non-telecom verticals—such as industrial automation or defense—that could adopt Akida.
• Evaluate open-source neuromorphic frameworks to broaden developer engagement around Akida.

 

[HopalongPetrovski]

Anyone else concerned about NVU?
They seem to be cutting our lunch somewhat, with much more aggressive marketing and moving quickly.
They have a webinar starting at 3pm if interested.

 

[Diogenese]

Anyone else concerned about NVU?
They seem to be cutting our lunch somewhat, with much more aggressive marketing and moving quickly.
They have a webinar starting at 3pm if interested.

View attachment 88285

The board and management are overweight on financial/management expertise. Mohamad Sarby/Aly, founder of EMASS, is a rare tech exception.

Nanoveu bought EMASS which is RISC-V

https://nanoveu.com/our-offerings/emass/

This is a recent webinar:

https://wcsecure.weblink.com.au/pdf/NVU/02966008.pdf

DL = deep learning.

Apart from this diagram, tech details are hard to find.

They list Weebit as ReRAM partner.

This is a Nanyang Tech Uni patent application with Sarby Aly as inventor, ie, the Emass patent:

WO2023140778A1 CONVOLUTION ENGINE AND METHODS OF OPERATING AND FORMING THEREOF 20220118

Inventors: ZHAO BIN [SG]; KONG ANMIN [SG]; CHUI KING JIEN [SG]; DO ANH TUAN [SG]; CHAI TSHUN CHUAN KEVIN [SG]; ALY MOHAMED MOSTAFA SABRY [SG]​

a convolution engine configured to perform neural network computations.
The convolution engine including: a plurality of convolution processing blocks,
each convolution processing block being configured to perform convolution based on a 2D array of first feature map data stored therein to produce a set of first convolution outputs,
each set of first convolution outputs including a plurality of channels; and
a plurality of weight memory blocks communicatively coupled to the convolution processing blocks.
Each weight memory block is configured to store and supply weight parameters to the corresponding convolution processing blocks to perform convolution.
Each convolution processing block further comprises a plurality of processing element blocks and each processing element block can further comprise a plurality of sub-blocks and corresponding weight memory sub-blocks.

Emass/Nanoveu is not SNN.

 

[TECH]

Shareholders,
Do you believe that our technology has advanced over the last 3 years or not ?
I think yes, you think what ?
Shareholders,
Do you think our website has improved, as in, overall information sharing ?
I think yes, you think what ?
Shareholders,
Do you believe that Antonio lied during the AGM ?
I think yes, you think what ?
Shareholders,
Do you believe that Antonio's comments at the AGM were addressed by fellow Board members after the conclusion of the AGM ?
I think yes, you think what ?
Shareholders,
Do you believe that Sean, who is 3 years 9 months into his tenure will deliver before his 5 year (agreement) is due to expire ?
I think yes, you think what ?
Shareholders,
Do you believe that the Board will suggest that we re-domicle to the US in early 2026 ?
I think not, you think what ?
Shareholders,
Are you happy with how our share price is being manipulated by an automated robotic algorithm, to the point of artificial control ?
I think not, you think what ?
Shareholders,
Do you believe that Tony is the right man to be leading our technology team ?
I think yes, you think what ?

Just some honest, genuine questions that may confirm why you are still invested in our company.

The Akida family, we are growing, please don't loose sight of that FACT !

Tech x

 

[HopalongPetrovski]

The board and management are overweight on financial/management expertise. Mohamad Sarby/Aly, founder of EMASS, is a rare tech exception.

Nanoveu bought EMASS which is RISC-V

https://nanoveu.com/our-offerings/emass/

This is a recent webinar:

https://wcsecure.weblink.com.au/pdf/NVU/02966008.pdf

View attachment 88287

DL = deep learning.

Apart from this diagram, tech details are hard to find.

They list Weebit as ReRAM partner.

This is a Nanyang Tech Uni patent application with Sarby Aly as inventor, ie, the Emass patent:

WO2023140778A1 CONVOLUTION ENGINE AND METHODS OF OPERATING AND FORMING THEREOF 20220118

Inventors: ZHAO BIN [SG]; KONG ANMIN [SG]; CHUI KING JIEN [SG]; DO ANH TUAN [SG]; CHAI TSHUN CHUAN KEVIN [SG]; ALY MOHAMED MOSTAFA SABRY [SG]​

View attachment 88288 View attachment 88289

View attachment 88290


a convolution engine configured to perform neural network computations.
The convolution engine including: a plurality of convolution processing blocks,
each convolution processing block being configured to perform convolution based on a 2D array of first feature map data stored therein to produce a set of first convolution outputs,
each set of first convolution outputs including a plurality of channels; and
a plurality of weight memory blocks communicatively coupled to the convolution processing blocks.
Each weight memory block is configured to store and supply weight parameters to the corresponding convolution processing blocks to perform convolution.
Each convolution processing block further comprises a plurality of processing element blocks and each processing element block can further comprise a plurality of sub-blocks and corresponding weight memory sub-blocks.

Emass/Nanoveu is not SNN.

Thanks Dio.
I bow to your technical knowledge in this regard that they are apparently dressing mutton up as lamb.

However, I guess my concern is that they are targeting our Edge market and all the similar and popular applications, just like us, spruiking their product using very similar terminology and claiming to be the best and most advanced product available.

They are also seemingly moving and advancing incredibly quickly in contrast to our apparently glacial progress and being presented in a very winning and no nonsense manner by a couple of veteran yankee salesfolk.

I was hoping for a chance to quiz them on a comparison to BrainChip's Akida but they didn't take any questions.

You can view their Webinar presentation slideshow which they have released as a price sensitive announcement and where they provide further comparative information.

They come across as a more competent, less bloated version of us, but, in a hurry, eager to impress and knowing what they are doing.
To be transparent, I have not invested in them, yet.
Come on BrainChip.
FFS, don't just lie there. Do Something.

 

[Pom down under]

Shareholders,
Do you believe that our technology has advanced over the last 3 years or not ?
I think yes, you think what ?
Shareholders,
Do you think our website has improved, as in, overall information sharing ?
I think yes, you think what ?
Shareholders,
Do you believe that Antonio lied during the AGM ?
I think yes, you think what ?
Shareholders,
Do you believe that Antonio's comments at the AGM were addressed by fellow Board members after the conclusion of the AGM ?
I think yes, you think what ?
Shareholders,
Do you believe that Sean, who is 3 years 9 months into his tenure will deliver before his 5 year (agreement) is due to expire ?
I think yes, you think what ?
Shareholders,
Do you believe that the Board will suggest that we re-domicle to the US in early 2026 ?
I think not, you think what ?
Shareholders,
Are you happy with how our share price is being manipulated by an automated robotic algorithm, to the point of artificial control ?
I think not, you think what ?
Shareholders,
Do you believe that Tony is the right man to be leading our technology team ?
I think yes, you think what ?

Just some honest, genuine questions that may confirm why you are still invested in our company.

The Akida family, we are growing, please don't loose sight of that FACT !

Tech x

 

[manny100]

I asked AI whether the Brainchip and HaiLa partnership would work well with the Ericcson collaboration.
To save reading all the detail i have just reproduced the Conclusion.
Synergies Between BrainChip–HaiLa and BrainChip–Ericsson Collaborations:

Conclusion​

The BrainChip–HaiLa partnership dovetails neatly with BrainChip’s work with Ericsson. By combining event-driven AI, passive backscatter connectivity, and solar-harvested 6G links, all three players can deliver the industry’s first truly zero-energy, multi-protocol IoT nodes.


If they all did get together AI says:

Overall Market Shifts​

• Supply-chain realignment toward mixed-signal neuromorphic-backscatter SoCs.
• Emergence of “batteryless IoT” as a mainstream category—attracting new entrants and VC dollars.
• Legacy comms players will either partner with neuromorphic/backscatter pioneers or risk commoditization to white-label clones.

By forcing a convergence of neuromorphic AI, passive backscatter and solar-harvest radios, the BrainChip–HaiLa–Ericsson trifecta sets a new benchmark for zero-energy IoT. Competitors must evolve or cede ground in both standardization bodies and field deployments.

What angle would you like to explore next—competitors’ counter-strategies, standard-setting roadmaps, or emerging use-case verticals?

 

[manny100]

Shareholders,
Do you believe that our technology has advanced over the last 3 years or not ?
I think yes, you think what ?
Shareholders,
Do you think our website has improved, as in, overall information sharing ?
I think yes, you think what ?
Shareholders,
Do you believe that Antonio lied during the AGM ?
I think yes, you think what ?
Shareholders,
Do you believe that Antonio's comments at the AGM were addressed by fellow Board members after the conclusion of the AGM ?
I think yes, you think what ?
Shareholders,
Do you believe that Sean, who is 3 years 9 months into his tenure will deliver before his 5 year (agreement) is due to expire ?
I think yes, you think what ?
Shareholders,
Do you believe that the Board will suggest that we re-domicle to the US in early 2026 ?
I think not, you think what ?
Shareholders,
Are you happy with how our share price is being manipulated by an automated robotic algorithm, to the point of artificial control ?
I think not, you think what ?
Shareholders,
Do you believe that Tony is the right man to be leading our technology team ?
I think yes, you think what ?

Just some honest, genuine questions that may confirm why you are still invested in our company.

The Akida family, we are growing, please don't loose sight of that FACT !

Tech x

Shareholders,
Do you believe that our technology has advanced over the last 3 years or not ?
I think yes, you think what ?
Shareholders,
Do you think our website has improved, as in, overall information sharing ?
I think yes, you think what ?
Shareholders,
Do you believe that Antonio lied during the AGM ?
I think yes, you think what ?
Shareholders,
Do you believe that Antonio's comments at the AGM were addressed by fellow Board members after the conclusion of the AGM ?
I think yes, you think what ?
Shareholders,
Do you believe that Sean, who is 3 years 9 months into his tenure will deliver before his 5 year (agreement) is due to expire ?
I think yes, you think what ?
Shareholders,
Do you believe that the Board will suggest that we re-domicle to the US in early 2026 ?
I think not, you think what ?
Shareholders,
Are you happy with how our share price is being manipulated by an automated robotic algorithm, to the point of artificial control ?
I think not, you think what ?
Shareholders,
Do you believe that Tony is the right man to be leading our technology team ?
I think yes, you think what ?

Just some honest, genuine questions that may confirm why you are still invested in our company.

The Akida family, we are growing, please don't loose sight of that FACT !

Tech x

Oddly enough if a BOD member said today we are not going to the US it would be a true statement. We are actually going nowhere until holders vote for it with a YES..
If the question was 'is Brainchip investigating a move to the US' and the BOD member said no - that would be a lie or a very unfortunate brain fade at the least.
It all depends on the wording of the question. I cannot recall the actual question.
From my point of view the real problem was that Tony V allowed the Questioner to rile him up. He let himself down.
It is likely that at BOD level other possible destinations were discussed if only briefly. We will never know.
It's no secret i am patiently bullish on BRN.

 

[Baron Von Ricta]

Manny, I don't trust AI generated responses, and don't use any AI search engines.
Have you, or would you ask your AI, something negative along the lines of, "I don't think Brainchip will be a successful business, what do you think?"
Just interested in what then reply would be.

B

 

[The Pope]

Manny, I don't trust AI generated responses, and don't use any AI search engines.
Have you, or would you ask your AI, something negative along the lines of, "I don't think Brainchip will be a successful business, what do you think?"
Just interested in what then reply would be.

B

Your wish is done and here is one AI response to your question . Lmfao

You're skeptical about Brainchip's prospects. That's a fair opinion, especially given the competitive landscape in the tech industry. Brainchip's focus on neuromorphic AI might give them an edge, but it's hard to predict success without knowing more about their product roadmap and market traction. What's specifically got you doubting their potential?

 

[manny100]

Manny, I don't trust AI generated responses, and don't use any AI search engines.
Have you, or would you ask your AI, something negative along the lines of, "I don't think Brainchip will be a successful business, what do you think?"
Just interested in what then reply would be.

B

I often preface questions by asking for unbiased answer. Its not always correct. Sometimes misses things.
Only gives replies valid until the last time it was updated/trained.
I put your question in and the conclusion was.
"My Take BrainChip sits at an intriguing crossroads. Its tech leads in power efficiency and on-device learning, but it must leap from proofs-of-concept into high-volume, revenue-generating partnerships. I’d assign a moderate probability of success—around 40–50%—contingent on landing a marquee, large-scale customer in the next 12–18 months.

What concerns you most about their outlook—market fit, finance, or competitive threats? Let’s dig deeper into that."

 

[manny100]

Manny, I don't trust AI generated responses, and don't use any AI search engines.
Have you, or would you ask your AI, something negative along the lines of, "I don't think Brainchip will be a successful business, what do you think?"
Just interested in what then reply would be.

B

Full text of reply:
I don't think Brainchip will be a successful business, what do you think

Assessing BrainChip’s Prospects​

BrainChip has carved out a niche in neuromorphic Edge AI with its Akida processor, but whether it becomes a long-term commercial success hinges on several interlocking factors:

1. Technological Differentiation​

• Strengths:
  • Event-driven spiking architecture offers sub-milliwatt inference and on-chip continual learning.
  • Strong IP portfolio—over 170 patents—protects its neuromorphic approach.
• Challenges:
  • Competing accelerators (Qualcomm, NVIDIA’s Jetson, Google’s Edge TPU) dominate edge-AI mindshare.
  • Neuromorphic benchmarks are still emerging; customers often default to more familiar CNN accelerators.

2. Market Adoption & Partnerships​

• Wins:
  • Collaborations with Ericsson (6G zero-energy IoT), NXP, and Renesas lend credibility.
  • Design-wins in aerospace, defense and industrial IoT verticals demonstrate real-world traction.
• Risks:
  • Volume rollouts remain modest; translating prototypes into high-margin production units is the critical next step.
  • Larger chip vendors could sidestep BrainChip by integrating their own low-power AI blocks.

3. Financial & Execution Risks​

• Positives:
  • Raised capital in recent funding rounds, extending runway for product development and sales.
• Concerns:
  • Ongoing R&D burn outpaces revenue—if new customer wins stall, further dilution or fundraising may be required.
  • Go-to-market hinges on small sales teams converting highly technical demos into purchase orders.

4. Competitive and Ecosystem Factors​

• Ecosystem Power:
  • Neuromorphic remains a boutique approach—if standards bodies or cloud-to-edge toolchains ignore spiking frameworks, integration friction grows.
• Opportunity:
  • Edge AI’s hunger for lower power and privacy may open greenfield segments (batteryless sensors, micro-drones) where Akida shines.

My Take BrainChip sits at an intriguing crossroads. Its tech leads in power efficiency and on-device learning, but it must leap from proofs-of-concept into high-volume, revenue-generating partnerships. I’d assign a moderate probability of success—around 40–50%—contingent on landing a marquee, large-scale customer in the next 12–18 months.
What concerns you most about their outlook—market fit, finance, or competitive threats? Let’s dig deeper into that.

 

[Diogenese]

Thanks Dio.
I bow to your technical knowledge in this regard that they are apparently dressing mutton up as lamb.

However, I guess my concern is that they are targeting our Edge market and all the similar and popular applications, just like us, spruiking their product using very similar terminology and claiming to be the best and most advanced product available.

They are also seemingly moving and advancing incredibly quickly in contrast to our apparently glacial progress and being presented in a very winning and no nonsense manner by a couple of veteran yankee salesfolk.

I was hoping for a chance to quiz them on a comparison to BrainChip's Akida but they didn't take any questions.

You can view their Webinar presentation slideshow which they have released as a price sensitive announcement and where they provide further comparative information.

They come across as a more competent, less bloated version of us, but, in a hurry, eager to impress and knowing what they are doing.
To be transparent, I have not invested in them, yet.
Come on BrainChip.
FFS, don't just lie there. Do Something.

"All that glitters ..."

Nanoveu's original business is in nanocoatings and 3D microlens screens.

Nanoveu seems to be run by non-technical people, with the exception of Sarby Aly, so I wonder how they did their DD in assessing Emass. I mean, what's a neuromorphic computer anyway?

 

[Pom down under]

I often preface questions by asking for unbiased answer. Its not always correct. Sometimes misses things.
Only gives replies valid until the last time it was updated/trained.
I put your question in and the conclusion was.
"My Take BrainChip sits at an intriguing crossroads. Its tech leads in power efficiency and on-device learning, but it must leap from proofs-of-concept into high-volume, revenue-generating partnerships. I’d assign a moderate probability of success—around 40–50%—contingent on landing a marquee, large-scale customer in the next 12–18 months.

What concerns you most about their outlook—market fit, finance, or competitive threats? Let’s dig deeper into that."