BRN Discussion Ongoing

DK6161

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Neverending disappointment 😂
 
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7fĂźr7

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Neverending disappointment 😂

Only because of the share price… not because of the company’s progress.
There’s a big difference between being confident due to real developments and being frustrated because of the hyenas ..the shorters and manipulators.

And you? Look at you.. laughing…I bet you don’t even have the money to buy or sell. You’re just here out of obsession, feeding on negativity, enjoying watching others lose.


Must be a pretty boring life.
 
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7fĂźr7

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Ok I will stay positive also regarding the share price… so…

Gap closed… NOW SKYROCKET PLEASE

star wars lightspeed GIF
 
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7fĂźr7

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Do you know that feeling .. when you’re on your way somewhere, maybe heading to work, and suddenly a certain scent hits your nose?
You stop for a moment.
It reminds you of something that hasn’t even happened yet…

but at the same time, it whispers:
“Pause… everything’s going to be alright.”

And as you try to breathe it in more deeply, you notice it changing.
It smells like… longing, and at the same time, like satisfaction.
It smells like… burned short sellers.
You open your eyes … and right in front of you stands a smiling street vendor.

“Freshly grilled, crispy chicken skin! Would you like some?”

And you reply with a hearty:
“Yes! Lots of it, please.” 😌🔥
 
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Gazzafish

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Warning : Blatant Upramp ahead. Put me on ignore if you prefer.

Down rampers and up rampers alike always put their own spin on any event to try move the market in their preferred direction. I personally listen to everyone but then ultimately make my own assessment and not follow others opinions. My gains and my loses. Not anyone else’s fault which way I end up.

In my personal opinion, We appear to be going from strength to strength. The fact that BRN has pivoted to a ‘tape-out’ from an IP only company shows me BRN’s ability to change business model based on need and demand. It shows they are listening to the customer and are not to proud to change when they see the need. A company that doesn’t change, is not going to last long. This is good business in my view. I would ‘think’ (and I may be wrong) that BRN would not take this decision lightly. I would ‘think’ that there would be some serious financial commitment from our customers before we invest over $2M for this ‘tape out’. This is a real positive sign for me. The roadmap pack shows an extremely impressive eco-system. I remember 4 or so years ago when we had no-one. Now look at where we are. 4 years ago, even google would struggle to find you anything with the word ‘neuromorphic’ in it and now I can’t seem to keep up with the articles, reviews and comparisons.. Its definitely becoming mainstream. I can barely find a single bad article on BRN and to date, all reports are that the products are working as (or even better) than expected. Having confirmation from the Air Force and NASA gives me a great level of comfort that it all isn’t smoke and mirrors. These organisations would have done a TON of due diligence before engaging with BRN. I personally believe ground breaking technology such as ours takes a lot of time to adopt and we aren’t there yet. Imagine a CEO of Samsung (billion dollar) or Apple (trillion dollar) trying to pivot to a brand new technology when they are currently hugely successful just the way they are. It would be a HUGE risk on the CEO and one that will need a ‘softly softly approach’ id guess. Not suggesting we are engaged with either of these companies, just an example.

In summary, I believe we are tracking perfectly, great progress appears to be being made, and our roadmap looks very impressive for our future growth.

This is obviously my own personal opinion and not financial advice. Please do your own research.

“The stock market is a device for transferring money from the impatient to the patient.”
— Warren Buffett
 
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Diogenese

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Hi Bravo,

This is a real sign of life.

Would the real Akida 1500 please stand up.

Apparently the Akida 1500 we had grown to know and love was just the reference version. Essentially the original version of 1500 was just a cut down version of Akida 1 without the ARM Cortex, so it looks like there has been some changes in the circuit design to necessitate a new tape-out.

The Akida 1 datasheet now "supports" 128 MACs per node, (4*4 MACS). The inclusion of MACs in the design has only been public since the advent of TENNs, but the Akida 1 datasheet does not mention TENNs capability. Does this mean that the original brilliant SNN NPU has been outshone by MACs?

1500 is cheaper than Akida 1 because it does not entail the ARM Cortex licence and because it has a smaller wafer real estate footprint (also because of the lack of the Cortex) meaning more chips with your wafer.

1500 is processor agnostic. It can be used with any MCU/CPU/GPU.

The press release refers to "Moving to volume production" as a strategic step, and this suggests to me that the tapeout is not just for a single customer.

The strong customer demand (military, areospace, medical, wearables) suggests that the 1500 IP is to be used either as a standalone chip/chiplet, or as part of a NSoC which does not include the ARN Cortex.

Frontgrade is proposing to make its own NSoC, GR801 including Akida 1 IP with RISC-V CPU, but it would presumably need the new volume production Akida 1500 IP, so the tapeout will support the GR801.

Onsor is another potential customer that we know about.

I would guess that the micro-Doppler radar (RTX/ISL) would require the higher precision of 8-bit or 16-bit), but there are many other applications for 1500.

This bit suggests the IP only business model was overambitious, and Sean's initial assessment of Akida 1 was off the mark:

"As the market matures, and partners become more deeply integrated into the ecosystem, it is expected that a portion of this demand will transition into an IP licensing model."

The timeline of Q3 2026 is a bit deflating.
 
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Hi Bravo,

This is a real sign of life.

Would the real Akida 1500 please stand up.

Apparently the Akida 1500 we had grown to know and love was just the reference version. Essentially the original version of 1500 was just a cut down version of Akida 1 without the ARM Cortex, so it looks like there has been some changes in the circuit design to necessitate a new tape-out.

The Akida 1 datasheet now "supports" 128 MACs per node, (4*4 MACS). The inclusion of MACs in the design has only been public since the advent of TENNs, but the Akida 1 datasheet does not mention TENNs capability. Does this mean that the original brilliant SNN NPU has been outshone by MACs?

1500 is cheaper than Akida 1 because it does not entail the ARM Cortex licence and because it has a smaller wafer real estate footprint (also because of the lack of the Cortex) meaning more chips with your wafer.

1500 is processor agnostic. It can be used with any MCU/CPU/GPU.

The press release refers to "Moving to volume production" as a strategic step, and this suggests to me that the tapeout is not just for a single customer.

The strong customer demand (military, areospace, medical, wearables) suggests that the 1500 IP is to be used either as a standalone chip/chiplet, or as part of a NSoC which does not include the ARN Cortex.

Frontgrade is proposing to make its own NSoC, GR801 including Akida 1 IP with RISC-V CPU, but it would presumably need the new volume production Akida 1500 IP, so the tapeout will support the GR801.

Onsor is another potential customer that we know about.

I would guess that the micro-Doppler radar (RTX/ISL) would require the higher precision of 8-bit or 16-bit), but there are many other applications for 1500.

This bit suggests the IP only business model was overambitious, and Sean's initial assessment of Akida 1 was off the mark:

"As the market matures, and partners become more deeply integrated into the ecosystem, it is expected that a portion of this demand will transition into an IP licensing model."

The timeline of Q3 2026 is a bit deflating.
What do you mean deflating
 
What do you mean deflating
First quarter 2026 tap out I believe is the reference, in saying that we still have plenty of irons in the fire with Akida 1 and 2 that will be profitable very soon imo.

Regarding Onsor it would seem they aren't using the 1500 as the ducks don't line up with early 2026 release imo. So this medical application would be something else 🤔
 
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TECH

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Hi Bravo,

This is a real sign of life.

Would the real Akida 1500 please stand up.

Apparently the Akida 1500 we had grown to know and love was just the reference version. Essentially the original version of 1500 was just a cut down version of Akida 1 without the ARM Cortex, so it looks like there has been some changes in the circuit design to necessitate a new tape-out.

The Akida 1 datasheet now "supports" 128 MACs per node, (4*4 MACS). The inclusion of MACs in the design has only been public since the advent of TENNs, but the Akida 1 datasheet does not mention TENNs capability. Does this mean that the original brilliant SNN NPU has been outshone by MACs?

1500 is cheaper than Akida 1 because it does not entail the ARM Cortex licence and because it has a smaller wafer real estate footprint (also because of the lack of the Cortex) meaning more chips with your wafer.

1500 is processor agnostic. It can be used with any MCU/CPU/GPU.

The press release refers to "Moving to volume production" as a strategic step, and this suggests to me that the tapeout is not just for a single customer.

The strong customer demand (military, areospace, medical, wearables) suggests that the 1500 IP is to be used either as a standalone chip/chiplet, or as part of a NSoC which does not include the ARN Cortex.

Frontgrade is proposing to make its own NSoC, GR801 including Akida 1 IP with RISC-V CPU, but it would presumably need the new volume production Akida 1500 IP, so the tapeout will support the GR801.

Onsor is another potential customer that we know about.

I would guess that the micro-Doppler radar (RTX/ISL) would require the higher precision of 8-bit or 16-bit), but there are many other applications for 1500.

This bit suggests the IP only business model was overambitious, and Sean's initial assessment of Akida 1 was off the mark:

"As the market matures, and partners become more deeply integrated into the ecosystem, it is expected that a portion of this demand will transition into an IP licensing model."

The timeline of Q3 2026 is a bit deflating.

Hi Dio,

"This bit suggests the IP only business model was overambitious, and Sean's initial assessment of Akida 1 was off the mark:

"As the market matures, and partners become more deeply integrated into the ecosystem, it is expected that a portion of this demand will transition into an IP licensing model."

I couldn't agree more......we were all taken by surprise when our business model changed from chip to IP, this took place in a very
short time frame (3months) after Sean pitched his 5-year business plan to the BOD.

Yes, we really weren't in a financial position to fund mass chip production runs, I realize that, but one of our true strengths and an
advantage of being a small fry was/is that we can change on a dime, over this long journey we have always listened and taken on
board ideas to accommodate potential customers, starting with our famous bridge, the CNN2SNN gateway, that opened up many
discussions that were previously not going to take place.

You may get the feeling like me that there has been a shift in thinking, "it is expected that a portion of this demand will transition into an IP licensing model."

Yes, Sean is referring to AKD1500 in saying the above comment (maybe I'm wrong) but as Sean has discovered I believe, the combination
of selling IP directly with SOTA disruptive technology has been a very hard sell to date indeed.

One thing I'd like to add is, we are still engaged with Mercedes Benz, they are "still" a customer, now whether that turns out to be huge in regard to contract/s moving forward, well at this stage, no one can definitively comment one way or the other.

Anyone with an issue about the last paragraph, I'd suggest contacting US HQ and ask to be put through to the legal department :ROFLMAO::ROFLMAO:

seth meyers GIF by Late Night with Seth Meyers
 
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7fĂźr7

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First quarter 2026 tap out I believe is the preferred reference, in saying that we still have plenty of irons in the fire with Akida 1 and 2 that will be profitable very soon imo.

I hope that the feedback from partners or customers isn’t just the kind of “it’d be cool if you did this” feedback,
but rather a “we’d like to order this many chips from you if you make it happen” kind of feedback.

In other words, that we’re moving forward with development not just out of hope, but with the knowledge that there are actual buyers and real money coming in.
That way, we wouldn’t have to wait until Q3 2026 to finally see some revenue.

Just my hope – but I think it’s a reasonable one.
 
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FJ-215

Regular
Hi Bravo,

This is a real sign of life.

Would the real Akida 1500 please stand up.

Apparently the Akida 1500 we had grown to know and love was just the reference version. Essentially the original version of 1500 was just a cut down version of Akida 1 without the ARM Cortex, so it looks like there has been some changes in the circuit design to necessitate a new tape-out.

The Akida 1 datasheet now "supports" 128 MACs per node, (4*4 MACS). The inclusion of MACs in the design has only been public since the advent of TENNs, but the Akida 1 datasheet does not mention TENNs capability. Does this mean that the original brilliant SNN NPU has been outshone by MACs?

1500 is cheaper than Akida 1 because it does not entail the ARM Cortex licence and because it has a smaller wafer real estate footprint (also because of the lack of the Cortex) meaning more chips with your wafer.

1500 is processor agnostic. It can be used with any MCU/CPU/GPU.

The press release refers to "Moving to volume production" as a strategic step, and this suggests to me that the tapeout is not just for a single customer.

The strong customer demand (military, areospace, medical, wearables) suggests that the 1500 IP is to be used either as a standalone chip/chiplet, or as part of a NSoC which does not include the ARN Cortex.

Frontgrade is proposing to make its own NSoC, GR801 including Akida 1 IP with RISC-V CPU, but it would presumably need the new volume production Akida 1500 IP, so the tapeout will support the GR801.

Onsor is another potential customer that we know about.

I would guess that the micro-Doppler radar (RTX/ISL) would require the higher precision of 8-bit or 16-bit), but there are many other applications for 1500.

This bit suggests the IP only business model was overambitious, and Sean's initial assessment of Akida 1 was off the mark:

"As the market matures, and partners become more deeply integrated into the ecosystem, it is expected that a portion of this demand will transition into an IP licensing model."

The timeline of Q3 2026 is a bit deflating.
Hi Dio,

Yes, good that we have gone back to the future and are now going to be a chip supplier. From memory the original business model was along the lines of supplying chips to smaller customers who wanted to order up to 1 million chips, the IP was for customers wanting larger volume.

Hopefully those smaller customers wil grow to being large, IP customers.

Also, what chance is there that a MegaChips customer is somehow tied in to this? They were involved with the original AKD 1500 and I'm assuming that Global Foundries will be producing the production run.
 
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Quiltman

Regular
This point has been made elsewhere ...

In late December, BrainChip signed a US$100,000 contract with U.S. defence contractor Bascom
Hunter, for the sale and support of AKD1500 chips for full scale evaluation of commercial products,
which will provide significant improvements over traditional CPU, GPU, and TPU processors and
are considered optimal for low Size, Weight, and Power (SWaP) Machine Learning (ML)
applications. Bascom Hunter works collaboratively with 3rd party technology vendors, such as BrainChip to
integrate their technology for Defense and Intelligence applications
.

If the full scale evaluation is complete, perhaps we have been given the green light.
Fantastic news if this is the case.

Doesn't mean the IP negotiations with other entities will not progress ... in fact this may give any negotiations added impetuous in the knowledge that BasCom Hunter are moving forward with rolling out AKD1500 chips ( if that is indeed the case ).
 
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Do you think this is referring to the Onsor glasses or something else?

The slide on page 11 lists the following categories: Healthcare, Wearables, Consumer.

Onsor's glasses fit in the "medical wearables" category.


I believe this is Onsur, as it fits in well ith the AKD1500. Happy to be wrong and it is someone else:)
 
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7fĂźr7

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Hi Dio,

Yes, good that we have gone back to the future and are now going to be a chip supplier. From memory the original business model was along the lines of supplying chips to smaller customers who wanted to order up to 1 million chips, the IP was for customers wanting larger volume.

Hopefully those smaller customers wil grow to being large, IP customers.

Also, what chance is there that a MegaChips customer is somehow tied in to this? They were involved with the original AKD 1500 and I'm assuming that Global Foundries will be producing the production run.

In my opinion .. as I understand it ..we will continue to offer licensing. We’re simply taking a two-track approach now.

I think the previous “licensing-only” strategy perfectly fit the spirit of the time, since back then the chip industry was facing severe global shortages ..across all sectors, from automotive to small electronic devices.

Now the situation has stabilized, and demand for physical chips is rising again.

That’s why it makes perfect sense for us to offer both: licensing and hardware. It makes us more flexible and opens more doors ..both with existing and new partners.
What do you think?
 
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Diogenese

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Hi Dio,

Yes, good that we have gone back to the future and are now going to be a chip supplier. From memory the original business model was along the lines of supplying chips to smaller customers who wanted to order up to 1 million chips, the IP was for customers wanting larger volume.

Hopefully those smaller customers wil grow to being large, IP customers.

Also, what chance is there that a MegaChips customer is somehow tied in to this? They were involved with the original AKD 1500 and I'm assuming that Global Foundries will be producing the production run.
Hi FJ,

Just to be clear, we did shift back to silicon as well as IP some time ago. I guess that this announcement is the result of that shift. That does not change the fact that the IP only policy set us back a couple of years on the commercialization front. We sacked our chip sales team. As the Principal Private Secretary in Yes Prime Minister was wont to say "That was a courageous move, Prime Minister."

As @TECH reminds us, it was necessitated by a lack of $, but selling IP licences is a thousand times harder than selling chips, and it requires a totally different skill set, and a much greater lead time. This was just at the time when we had produced our first commercial production run of Akida 1, so it was very much the baby with the bath water. Fortunately we kept hold of the bathtub.

Anyhow, it seems that the circuit configuration for 1500 is quite different from the original configuration, hence the new tapeout. The current layout is comparatively recent, so if we had stocked up on the original 1500, or Akida 1 for that matter, we might have a warehouse full of obsolete chips, the sort of thing that ends up as stocking fillers or in showbags.

I know I keep harping on about this, but the new 1500 design "supports" 128 MACs per node. I don't know what exactly "supports" means, but if it means that the original Akida NPU has been replaced by MACs, I'd be saddened to see the demise of the brilliance and elegance of the original NPU design. Perhaps it was the move from 1-bit to 4-bits that was the writing on the wall, necessitating the inclusion of MACs to support the 4-bit configuration, and leading over time to the conclusion that, for multi-bit, MACs were better. If this were to have been the case, the economic realities of wafer real estate would have seen to the demise of the original NPU even if it were better for 1-bit applications. So once again, Progress 1, luddites 0.
 
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I believe this is Onsur, as it fits in well ith the AKD1500. Happy to be wrong and it is someone else:)
I thought Onsor were launching early 2026 ?.
 
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Diogenese

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This point has been made elsewhere ...

In late December, BrainChip signed a US$100,000 contract with U.S. defence contractor Bascom
Hunter, for the sale and support of AKD1500 chips for full scale evaluation of commercial products,
which will provide significant improvements over traditional CPU, GPU, and TPU processors and
are considered optimal for low Size, Weight, and Power (SWaP) Machine Learning (ML)
applications. Bascom Hunter works collaboratively with 3rd party technology vendors, such as BrainChip to
integrate their technology for Defense and Intelligence applications
.

If the full scale evaluation is complete, perhaps we have been given the green light.
Fantastic news if this is the case.

Doesn't mean the IP negotiations with other entities will not progress ... in fact this may give any negotiations added impetuous in the knowledge that BasCom Hunter are moving forward with rolling out AKD1500 chips ( if that is indeed the case ).
Thanks Quiltman,

A timely reminder that we have many irons in the fire.
 
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Shadow59

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Thanks Quiltman,

A timely reminder that we have many irons in the fire.
Yes, it would be good to see this announcement followed shortly by one or more announcing contracts.
 
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Rach2512

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Any thoughts on these spectacles 👓?
 
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