BRN Discussion Ongoing

[Jacob Kiraz]

How many chips are Brainchip taping out of 1500 for Q3

 

[Jacob Kiraz]

Sean mentioned in a Interview,
Large orders of chips by customers for Q3
Akida 2 in the next 12 months I.P's taken out on that offering, Watch Us Now

 

[Getupthere]

Are you in possession of more knowledge about engagements and the progress of engagements than the BOD?
The BOD get to see under the hood - we do not.
If you are not happy with progress better to go to the source - the BOD - but they seem happy with progress. The problem you have is that the BOD keep getting re-elected in a canter.
The Sean argument just keeps going around in circles.

You keep arguing that the BOD see under the hood while shareholders don’t and that we should therefore trust their judgement. But that argument falls apart when you look at the actual outcomes.

Sean’s preformance over his tenure are clearly unacceptable. If the BOD truly see what’s under the hood and are happy with what they see, then they are either endorsing chronic underperformance or failing to act on it. Neither reflects well.

You can’t claim credibility for the under the hood argument when the Chairman publicly announces that the company is looking at moving to a different stock market, only for that statement to be walked back at the AGM as something that “never happened” when questioned. That alone raises serious governance and transparency concerns.

So which is it?

Either the BOD have full visibility and are comfortable with missed targets, shifting narratives, and poor delivery or shareholders are being asked to trust a version of events that keeps changing.

Re-election in a canter doesn’t equal accountability, and repeating the same defence of Sean while results continue to disappoint just sends the debate around in circles. At some point, outcomes have to matter.

 

[Jacob Kiraz]

You keep arguing that the BOD see under the hood while shareholders don’t and that we should therefore trust their judgement. But that argument falls apart when you look at the actual outcomes.

Sean’s preformance over his tenure are clearly unacceptable. If the BOD truly see what’s under the hood and are happy with what they see, then they are either endorsing chronic underperformance or failing to act on it. Neither reflects well.

You can’t claim credibility for the under the hood argument when the Chairman publicly announces that the company is looking at moving to a different stock market, only for that statement to be walked back at the AGM as something that “never happened” when questioned. That alone raises serious governance and transparency concerns.

So which is it?

Either the BOD have full visibility and are comfortable with missed targets, shifting narratives, and poor delivery or shareholders are being asked to trust a version of events that keeps changing.

Re-election in a canter doesn’t equal accountability, and repeating the same defence of Sean while results continue to disappoint just sends the debate around in circles. At some point, outcomes have to matter.

You make a excellent point, I used to like Antonio,
But the Asx exit talk to then crap himself and retract I lost all confidence on his word going forward. Sean has promised a fair bit his last words were Watch us now and of a announcement that the shareholders are still waiting for

 

[jrp173]

What happens at the AGM If he doesn't hit

absolutely nothing....and Sean knows it.

Unfortunately PVDM controls what happens in the company due to his large share holding. So unless Peter is unhappy with Sean, nothing will happen!

So even if BRN get their FOURTH strike, nothing will change.

Just think about that for one moment, their "potential" fourth strike... what a joke....

Three strikes already and still not listening to the shareholders....... what a sad state of affairs...


EDIT - oh one thing that that will happen, Sean will still get 50% of his RSU's issued regardless of what he achieves!

 

[HopalongPetrovski]

Look at 'em go, whippin' theirselves into a veritable lather.
One would think the sell button wasn't an option.

 

[db1969oz]

Sean mentioned in a Interview,
Large orders of chips by customers for Q3
Akida 2 in the next 12 months I.P's taken out on that offering, Watch Us Now

I don't think he knows what NOW means! Now is already then, since he said it. And even if now meant soon, that would be now. So maybe he should have said watch us eventually!!

 

[manny100]

You keep arguing that the BOD see under the hood while shareholders don’t and that we should therefore trust their judgement. But that argument falls apart when you look at the actual outcomes.

Sean’s preformance over his tenure are clearly unacceptable. If the BOD truly see what’s under the hood and are happy with what they see, then they are either endorsing chronic underperformance or failing to act on it. Neither reflects well.

You can’t claim credibility for the under the hood argument when the Chairman publicly announces that the company is looking at moving to a different stock market, only for that statement to be walked back at the AGM as something that “never happened” when questioned. That alone raises serious governance and transparency concerns.

So which is it?

Either the BOD have full visibility and are comfortable with missed targets, shifting narratives, and poor delivery or shareholders are being asked to trust a version of events that keeps changing.

Re-election in a canter doesn’t equal accountability, and repeating the same defence of Sean while results continue to disappoint just sends the debate around in circles. At some point, outcomes have to matter.

It may simply be that disruptive never seen before tech takes longer from 1st discussiont to adoption than what was estimated.
The fact is the BOD keep getting elected so while you may not be happy it seems many are prepared to stay the course.
Once the 5 year plan is completed the BOD will review the situation and there may be changes depending on the course the BOD want to take at that time.
The fact that Sean is keeping his job indicates engagements may turn into adoption sooner than we think.
Parsons, Bascom Hunter, Onsor, Cybersecurity, RTX are already on the hook.
Our safety net is the portfolio value. Gartner has forecast huge forward growth for the Neuromorphic AI.

 

[manny100]

Not sure what you’re trying to say? You seem to have read something into the press release that wasn’t actually said.

The way I understand it, the word “launch” here merely signifies that Frontgrade Gaisler announced their new product line GRAIN (= Gaisler Research Artificial Intelligence NOEL-V), as well as revealed what the first device in that new product line will be, namely GR801, the first neuromorphic SoC for space applications, on which development had already started at the time.

The parts of the April 2025 press release I marked in red below make it clear that GR801 was not yet commercially available at the time of publication:

“a contract to commercialise” / “already in development” / “will premiere” / “is contributing to this development” / “development of a demonstrator system”

Nowhere does the press release imply that there had already been any tape-out of what you (erroneously) referred to as “the original GR801 chip”, a piece of silicon good enough for terrestrial research that you claimed had already been “available for sale to research labs, universities, early adopters etc”.

From what Frontgrade Gaisler communicated, the GR801 SoC was conceptualised for space missions from the outset. A mission-critical development like that takes time, and rightly so. This may not exactly be what we BRN shareholders want to hear, especially with the share price being where it is, but it’s the reality and we have to face it.

Frontgrade Gaisler Launches New GRAIN Line and Wins SNSA Contract to Commercialize First Energy-Efficient Neuromorphic AI for Space Applications

The Swedish National Space Agency (SNSA) has awarded Frontgrade Gaisler, a leading provider of radiation-hardened microprocessors for space missions, a contr...

www.businesswire.com

“GOTHENBURG, Sweden--(BUSINESS WIRE)--The Swedish National Space Agency (SNSA) has awarded Frontgrade Gaisler, a leading provider of radiation-hardened microprocessors for space missions, a contract to commercialize the first neuromorphic System on Chip (SoC) device for space applications. Already in development at Frontgrade Gaisler, the device is part of the company’s new GRAIN (Gaisler Research Artificial Intelligence NOEL-V) product line.



The first GRAIN device that Frontgrade Gaisler will premiere – the Gr801 SoC – integrates Akida™ neuromorphic technology from BrainChip, the world’s first commercial producer of ultra-low power, fully digital, event-based, neuromorphic AI. The GR801 combines Gaisler’s NOEL-V RISC-V processor and the Akida neuromorphic AI processor into a single integrated circuit to enable energy-efficient AI applications in the space environment. Sweden’s Royal Institute of Technology (KTH) is contributing to this development by designing a demonstration application that uses a neuromorphic sensor directly connected to Gaisler’s new GR801 device.
[…]
About KTH Royal Institute of Technology
The KTH Neurocomputing Systems team (NCS) led by Prof. Jörg Conradt contributes expertise in neuromorphic sensor and computing algorithms for the development of a demonstrator system.

Yep, you are right.

 

[Bravo]

I don't think he knows what NOW means! Now is already then, since he said it. And even if now meant soon, that would be now. So maybe he should have said watch us eventually!!

Some birds have started nesting inside my cranial cavity.

I’ve been watching for ages, waiting in vainium,
Birds moved in and took over my cranium.
They’ve made themselves comfy, no plans to abstain,
Now everyone I meet calls me Bird Brain.

 

[HopalongPetrovski]

Some birds have started nesting inside my cranial cavity.


View attachment 94365


I’ve been watching for ages, waiting in vainium,
Birds moved in and took over my cranium.
They’ve made themselves comfy, no plans to abstain,
Now everyone I meet calls me Bird Brain.

Aye dear Brava Bravo.

But how much worse indeed,
were one to sell, then watch it speed!

To see it fly, beyond birds eye,
as in Mercedes fevered dream.

Making bags unmatched, thinking on yachts unhatched,
and hot tubs gleaming gold.

A Trumps desire, not a FUD'ster's perspire,
and cortical columns on benches untold.

We soon'll be rich, beyond shortee's pitch,
taking our tea 'n crumpet in the never-ending now.

So hold fast young lass, and continue the amass,
at these prices, the manip's allow.

 

[miaeffect]

Some birds have started nesting inside my cranial cavity.


View attachment 94365


I’ve been watching for ages, waiting in vainium,
Birds moved in and took over my cranium.
They’ve made themselves comfy, no plans to abstain,
Now everyone I meet calls me Bird Brain.

Same here..

 

[Diogenese]

Some birds have started nesting inside my cranial cavity.


View attachment 94365


I’ve been watching for ages, waiting in vainium,
Birds moved in and took over my cranium.
They’ve made themselves comfy, no plans to abstain,
Now everyone I meet calls me Bird Brain.

"Now!" is the winter of our discontent ...

 

[Guzzi62]

Aye dear Brava Bravo.

But how much worse indeed,
were one to sell, then watch it speed!

To see it fly, beyond birds eye,
as in Mercedes fevered dream.

Making bags unmatched, thinking on yachts unhatched,
and hot tubs gleaming gold.

A Trumps desire, not a FUD'ster's perspire,
and cortical columns on benches untold.

We soon'll be rich, beyond shortee's pitch,
taking our tea 'n crumpet in the never-ending now.

So hold fast young lass, and continue the amass,
at these prices, the manip's allow.

Brilliant.

The first sentences are indeed something that will make you think twice if you consider selling and move on.

Done it before with a biotech stock I owned, the week after I sold it took off big time.

Even NVIDIA eluded me, I had for about 15K US$ worth, sold it with app 20% profit, app a year later it was worth about 3 times more than I sold it for.

I really hope that something happens before the AGM or the next 4C coming very soon.
An announcement next week will save Sean's: Watch us now statement IMO, a statement like that covers in my view: a quarter.

If nothing have happened before the AGM I will be very disappointed and they better have a very good explanation as to why they can't sell anything in great numbers or IP's.

 

[smoothsailing18]

FF


From Edge Impulse a Qualcomm Company:



"Brainchip Akida represents the state of the art in production-ready Neuromorphic computing

, ideally suited to edge use-cases. We will be demonstrating the power of the Brainchip Akida in an industrial setting in this guide as part of a standalone inspection system that can be setup along a production line…

Edge Impulse and Brainchip
For an industrial automation engineer, or anyone not familiar with deep learning, this can seem daunting and slows down the efficacy of deploying AI-based inspection systems. The fastest path to market in the past has been expensive proprietary camera hardware and software solutions that abstract the process with complicated licensing, and limited access to the underlying platform. However, the Brainchip Akida acts as a co-processor, enabling you to use your existing x86 or Arm-based platform to have full freedom on your final application..."

https://docs.edgeimpulse.com/projects/expert-network/brainchip-akida-industrial-inspection

 

[Pom down under]

How many chips are Brainchip taping out of 1500 for Q3

 

[manny100]

Why BrainChip’s SSM Edge AI Tech is Set to Dominate the $20B+ Market
Article title: "Why BrainChip’s SSM Edge AI Tech is Set to Dominate the $20B+ Market"
" It’s a strategic buy for investors who want to own the future of AI at the edge. "
" Enter BrainChip (BCIA), a stealth innovator whose State-Space Models (TENNs) and Akida neuromorphic chips are rewriting the rules of low-power AI. With a first-mover advantage in neuromorphic hardware and a tech stack that outperforms transformers by orders of magnitude, BrainChip isn’t just playing in this space—it’s primed to dominate it. Here’s why investors should act now."

 

[Jacob Kiraz]

absolutely nothing....and Sean knows it.

Unfortunately PVDM controls what happens in the company due to his large share holding. So unless Peter is unhappy with Sean, nothing will happen!

So even if BRN get their FOURTH strike, nothing will change.

Just think about that for one moment, their "potential" fourth strike... what a joke....

Three strikes already and still not listening to the shareholders....... what a sad state of affairs...


EDIT - oh one thing that that will happen, Sean will still get 50% of his RSU's issued regardless of what he achieves!

View attachment 94369

Have another Drink

 

[Jacob Kiraz]

Why BrainChip’s SSM Edge AI Tech is Set to Dominate the $20B+ Market
Article title: "Why BrainChip’s SSM Edge AI Tech is Set to Dominate the $20B+ Market"
" It’s a strategic buy for investors who want to own the future of AI at the edge. "
" Enter BrainChip (BCIA), a stealth innovator whose State-Space Models (TENNs) and Akida neuromorphic chips are rewriting the rules of low-power AI. With a first-mover advantage in neuromorphic hardware and a tech stack that outperforms transformers by orders of magnitude, BrainChip isn’t just playing in this space—it’s primed to dominate it. Here’s why investors should act now."

What happened to Pico

 

[Bravo]

How many chips are Brainchip taping out of 1500 for Q3

Unless I’m mistaken, I believe the first batch ( volume = 73,000) of Akida 1500 chips won hit the market until 2027.

A total of 450,000 units (including those mentioned above) are expected by 2028.