BRN Discussion Ongoing
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FJ-215
Regular
Frangipani
Top 20
Yup, and guess what - TrueNorth was SOTA at the time - which was more than nine years ago!
Not sure why it took the Indian media you consulted so long to get wind of it.
Jacob Kiraz
Regular
True but sometimes you need people to take the company, I think this tech is beginning, watch us now
Space Cadet
Regular
Thanks for that. It smacked of AI. Just the way it was put together. Research is getting harder because there is so much crap generated. All the more important to fact check I guess.
SC
Always when I see a ASX announcement I get a half heart attack 
#brainchip #parsons #neuromorphicai #edgeai #defenseinnovation #akida | Philip Dodge | 18 comments
Something monumental just happened in defense technology that will be looked back upon as one of the most important AI Partnerships of 2025 for U.S.A. defense (and its allies). Parsons Corporation, a major force in defense and intelligence, has signed a multi year strategic agreement with...
#brainchip #parsons #neuromorphicai #edgeai #defenseinnovation #akida | Philip Dodge | 18 comments
Something monumental just happened in defense technology that will be looked back upon as one of the most important AI Partnerships of 2025 for U.S.A. defense (and its allies). Parsons Corporation, a major force in defense and intelligence, has signed a multi year strategic agreement with...www.linkedin.com
Nice headline, but this looks like one investor trying to manufacture FOMO. The tape doesn’t lie: there’s no broad-based excitement yet. We’re likely in for a few more months of pain, including dilution.
Let’s hope they drop a real catalyst soon…otherwise we’ll print lower lows as shorts keep leaning on it.
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Frangipani
Top 20
This touching little story that FF has been telling for years doesn’t get truer the more he repeats it. Luca Verre never said that.
Neither did he mention that until Prophesee found Akida, they were “worried”, nor that they were worried they may be building a “house of straw” - reminiscent of the classic English fairy tale The Three Little Pigs. There was never any Big Bad Wolf threatening to huff and puff and blow the house in.
FF simply misheard what Prophesee’s Co-Founder and CEO had actually said in the 5 October 2022 This Is Our Mission podcast with Rob Telson, which was: “Our technology [sic] are very complementary. From the very beginning, when we started Prophesee with Christoph [Posch], we knew that we were actually building half the story, in fact”.
While Luca Verre’s Italian-accented English may be a little difficult to understand for some people, the context is pretty clear, as he goes on to explain what he meant by saying that, and he also picks up the second half of the story later: “So now combining our human-inspired sensor with BrainChip’s human-inspired processing platform which is actually by design like our sensor […] then the half story we are missing from the beginning with Christoph is now complete. Now we can tell a full story to our customers.”
So in a nutshell:
Neuromorphic vision sensor alone = half the story
Neuromorphic vision sensor + neuromorphic processor = full story
Nowhere did Luca Verre state that until Prophesee found Akida, they were worried they were building something as unstable as a “house of straw” with the companies they were already partnered with at the time (“Sony, Qualcomm, Intel and SynSense”).
From 25:35min
Rob Telson:
“So let’s talk about BrainChip and Prophesee. And, you know, I remember when we had you here in Laguna Hills at our facility, and we started to show you some of the demos that we were doing with some of your systems, and the time-frame it took us, and the excitement on Christoph’s face - woah, this is great! And we’re building upon that, we’re gonna continue driving that forward, the closeness between the Prophesee technology and what you guys have done and leveraging BrainChip’s, you know, neural network accelerator with Akia - Akida, excuse me - and what we’re doing. So let’s talk about that, let’s talk about how they complement and enhance the performance of your products. And, just tell us a little bit about that.”
Luca Verre:
“Yeah. So I must say that we are very excited about this collaboration with BrainChip, because, I mean, we are natural partner. Our technology [sic] are very complementary. From the very beginning, when we started Prophesee with Christoph, we knew that we were actually building half the story, in fact. Because the retina per se is an extension of the brain that is doing this fantastic job of preprocessing information, only sending what is relevant for the decision. But then the brain is doing the rest, is actually processing this event and then taking the decision. And today, what we are doing at Prophesee is that from the beginning we’ve been interfacing our sensor with a conventional compute platform based on conventional architecture that are today optimised for frame-based type of data, and therefore we faced, we have been facing, we are still facing some integration challenges that are sometimes also impacting, to some extent, the performance of the sensor itself, right? You need to make some trade-off. So now combining our human-inspired sensor with BrainChip’s human-inspired processing platform which is actually by design like our sensor - conceived to actually process the sparse and the synchronous and fast data that are naturally generated by our sensor, then the half story we are missing from the beginning with Christoph is now complete. Now we can tell a full story to our customers. It is extremely powerful, because all the intrinsic benefit of this human-inspired technology, from the acquisition to the processing to the decision is now possible. So now we can really show, erm, really push the level of performance in terms of speed, in terms of efficiency to levels that are unprecedented in the industry.”
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Bravo
Meow Meow 🐾
I’ve been thinking about the long-term probability of BrainChip working with SpaceX and the odds are looking pretty good, in my non-expert opinion.
Just in the last few days, apparently 6 sources have old Reuters that SpaceX is partnering with Anduril and Palantir on key parts of the golden Dome.
Don’t forget Jonathan Tapson’s Washington Post LinkedIn piece earlier this year, where he said: "the US AI industry is becoming increasingly integrated with Defense and associated Departments in the US Government, and companies such as Anduril and Palantir are showing the way. BrainChip will be part of this integration."
BrainChip already has space-grade momentum, so sliding into the sensor/control stack inside a larger defence system isn’t far-fetched IMO.
The funding around Golden Dome is absolutely ginormous!
Who knows? Maybe that's why Sean seems so upbeat about revenue...
Just in the last few days, apparently 6 sources have old Reuters that SpaceX is partnering with Anduril and Palantir on key parts of the golden Dome.
Don’t forget Jonathan Tapson’s Washington Post LinkedIn piece earlier this year, where he said: "the US AI industry is becoming increasingly integrated with Defense and associated Departments in the US Government, and companies such as Anduril and Palantir are showing the way. BrainChip will be part of this integration."
BrainChip already has space-grade momentum, so sliding into the sensor/control stack inside a larger defence system isn’t far-fetched IMO.
The funding around Golden Dome is absolutely ginormous!
Who knows? Maybe that's why Sean seems so upbeat about revenue...
Stop posting positive stuff… just when you posted that, the share price went to 19,xx
smoothsailing18
Regular
All we need now is Elon to yell from the rooftops and then it will go to the moon.
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Bravo
Meow Meow 🐾
The 100 day bollinger bands are still poised for a big move one way or the other.
The bands are very, very tight.
The bandwidth is in smallest its been in 15 years.
Search tech chart analysts on google for the implications of tight bands and low bandwidth to satisfy yourself or ask a chatbox.
I asked chat gpt 5:
" Short answer:When the 100‑day Bollinger Bandwidthfalls to its lowest level in 15 years, it means the market is experiencing an extraordinary period of low volatility. This kind of extreme compression is rare and usually signals that a major volatility expansion—a large, sustained move either up or down—is likely ahead.."
It means a directional move. If we get some good news catalysts we could see an explosion.
ATM we have Parsons, RTX/USAF, Frontgrade, Onsor, Arquimea, QV/Lockheed-Martin and others on the hook.
dyor.
We have been on a base for around 2 years.
Weigh up yourself the possible gains from a big move from here against a possible fall back to the bottom of the base.
I will put this chart up from time to time until its done.
Just one good news catalyst to start with will do.
The bands are very, very tight.
The bandwidth is in smallest its been in 15 years.
Search tech chart analysts on google for the implications of tight bands and low bandwidth to satisfy yourself or ask a chatbox.
I asked chat gpt 5:
" Short answer:When the 100‑day Bollinger Bandwidthfalls to its lowest level in 15 years, it means the market is experiencing an extraordinary period of low volatility. This kind of extreme compression is rare and usually signals that a major volatility expansion—a large, sustained move either up or down—is likely ahead.."
It means a directional move. If we get some good news catalysts we could see an explosion.
ATM we have Parsons, RTX/USAF, Frontgrade, Onsor, Arquimea, QV/Lockheed-Martin and others on the hook.
dyor.
We have been on a base for around 2 years.
Weigh up yourself the possible gains from a big move from here against a possible fall back to the bottom of the base.
I will put this chart up from time to time until its done.
Just one good news catalyst to start with will do.
Bravo
Meow Meow 🐾
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