BRN Discussion Ongoing

[uiux]

What makes you think it's confirmation jtardif?

The ultralow power used for keyword spotting?

That's what stood out to me and the fact that Uiux tried to push the idea in a few posts, despite not wanting to spoon feed us and elaborate at all about his reasons (and I suspect there may be a reason for that..).

I'm really surprised, that there has been no large reaction to this news, if the DA1470x, does indeed include AKIDA IP, as this would be the first available commercial product we know of?

Is everybody numbed, by all the leads and dots?

Hi Dingo

I have no idea if Akida IP is in that product, was just sharing the product pages where u can find the datasheet

 

[Neesie71]

No flak from me and I’m always happy to be corrected if wrong.

I am far from a shorter and it wasn't a tactic.. my mum has been a Brainchip fan forever. I didn't have time to look up her concerns this morning as having her in hospital and juggling a business I have no time for research but figured I could turn to you all because you know your stuff. I do understand your reaction even though it hurt but I guarantee you my situation is legit. I'm just a mum investor that's been taught by her mum and I was trying to settle any concerns that she had to give her some peace of mind.
Akida Ballista

 

[Yak52]

Just searched Nessie71 on HC and has contributed a lot of positive comments ?

neesie71
82 Posts.
50
13/01/22
10:44
Post #: 58835681
Share

BRN Price at posting: $1.39 Sentiment: Buy Disclosure: Held

neesie71
82 Posts.
50
24/12/21
03:59
Post #: 58498505
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BRN Price at posting: 65.0¢ Sentiment: Buy Disclosure: Held
81 Upvote
6Great analysis
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Yes Bien Suerte , I did a search over on the crapper regarding Neesie71 also as i remembered her previous posts.

She is legit, but has not posted for quite some time, (BRN & AZY).

I would QUESTION strongly whether her account is not being used by a crapper mod/manager without her knowledge. If she has not setup an account here herself she would not be aware of this post here. They would be easily able to do this and are also low enough life forms to do it.

My opinion anyway.

Yak52

 

[jtardif999]

What makes you think it's confirmation jtardif?

The ultralow power used for keyword spotting?

That's what stood out to me and the fact that Uiux tried to push the idea in a few posts, despite not wanting to spoon feed us and elaborate at all about his reasons (and I suspect there may be a reason for that..).

I'm really surprised, that there has been no large reaction to this news, if the DA1470x, does indeed include AKIDA IP, as this would be the first available commercial product we know of?

Is everybody numbed, by all the leads and dots?

Hi Dingo, yeah few things roped me in without having looked into the VAD too deeply;
- Blue tooth voice activation.
- Ultra low power - extending battery life to 15 days.
- Ability to filter out background noise and conversely boost sensitivity voice activation.
- Working with Cortex M33 as is Akida IP described in recent BrainChip reveal by Renesas.
- The timing of this release with that reveal and what was described around targeting the IOT and wearables.

If the VAD is not us and is an inferior tech then that is disappointing but not the end of the world since it sounds like a perfect opportunity to upgrade to the Akida IP. ..Find it hard to believe that Renesas would release this type of thing calling it the worlds most advanced of its type of SoC if it’s not us and yet they have our IP that could easily slot into place? Ah well.

 

[Fact Finder]

Thank you Ahboy for the transcript.

View attachment 9911

At the 15:47, after referring to Mercedes;
"and other vehicle manufacturers"
Did Rob just spill the bean/confirm. Brainchip is working with other vehicle manufacturers. (FORD) or thier could be more?

Its great to be a shareholder.

Not spilling the beans so much as confirming what the CFO Ken Scarince said in his 2021 German Investor presentation.

There is no doubt Brainchip is engaged with multiple automotive manufacturers as well as OEMs such as Valeo and Renesas.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Deleted member 118]

I am far from a shorter and it wasn't a tactic.. my mum has been a Brainchip fan forever. I didn't have time to look up her concerns this morning as having her in hospital and juggling a business I have no time for research but figured I could turn to you all because you know your stuff. I do understand your reaction even though it hurt but I guarantee you my situation is legit. I'm just a mum investor that's been taught by her mum and I was trying to settle any concerns that she had to give her some peace of mind.
Akida Ballista

Fair play, but I never mentioned you being a shorter but I truly hope you and your mum enjoy the rest of your time together if true.

 

[Deleted member 118]

Extremely low volume in shares have gone through so far today, hopefully it’s a sign that the sp is about to climb once again.

 

[Neesie71]

Fair play, but nothing stopping a person from picking a name out of the hat and I just say it as it see it, knowing well that everyone wants to say the same but can’t, but then again I’ve always been the one that gets into trouble for speaking out

All good Rocket ... I get it. You're just protecting our investments .. If no one speaks out then you can't sort out the truth from the bullshit.. I just had no time to investigate her concens this morning and I trust this forum 100% .. Keep up the good work.

 

[Deleted member 118]

All good Rocket ... I get it. You're just protecting our investments .. If no one speaks out then you can't sort out the truth from the bullshit.. I just had no time to investigate her concens this morning and I trust this forum 100% .. Keep up the good work.

Never protecting, just commenting on your only post on the BrN page which seemed odd and still does, but I truly hope you get to spend some valuable time with you mum as I do have a heart especially if what you said about her is true.

 

[Slymeat]

Absolutely agree Quiltman.

I already have accustomed myself from my first intial $1000 buy in Brainchip in 2019 and the 'volatility' in everyday trading from there to a position in which I have accumulated many more shares and large swings in the price and my portfolio value in general.

Psychologically I am not bothered about the price going down which may sound strange. I know the forces at work doing this and I just see it as an opportunity to accumulate more. Brainchip is one of the very few companies I have held in which I haven't really found a flaw fundamentally which it comes to management and leadership, explosive potential, at the cusp of commercialisation, competitor risk (since the Renenas IP contract) and many other aspects I find important for an investment.

What I worry about and need to check is my greed. I have controlled it very well so far and sold a tiny amount only at the large $1's in the last spike to just know I took an opportunity more than anything. I like many here saw it come right down to these prices and felt regret a bit. But it is not really regret. It is my greed and I am being as diligent as I can because I know my time horizon is at least half a decade.

But seeing a large jump at 10% of your investment go up in a day and thinking I can just take that profit now and be happy is so tempting. But I don't. I cannot imagine 50 cent swings. It will be insane. I want to see that and still not bow down to temptation. Grow those balls! There are retail holders who held companies like BHP for decades and have never sold. Dividends is the dream. Hope is real. I wish I could get that wand thing in Men in Black, forget about my Brainchip investment and get all those memories again after 5 years (with password access to my trading account of course as well!)

Anyway, I think it is important for us to reflect on our psychological state when investing.

I was an early investor in Afterpay, I actually bought into Touchcorp before the merger. At its peak, my best one day return was 7.2 times my initial outlay. That was an AMAZING feeling. I hope all longterm BrainChip holders will also have that feeling one day.

But on the flip side, there were also many days where I lost multiples of my initial outlay. But never as much as 7.2 times in the one day.

There’s no harm in scraping off a little cream when circumstances dictate. It’s actually a pleasant de-risking exercise.

 

[Neesie71]

Yes Bien Suerte , I did a search over on the crapper regarding Neesie71 also as i remembered her previous posts.

She is legit, but has not posted for quite some time, (BRN & AZY).

I would QUESTION strongly whether her account is not being used by a crapper mod/manager without her knowledge. If she has not setup an account here herself she would not be aware of this post here. They would be easily able to do this and are also low enough life forms to do it.

My opinion anyway.

Yak52

As much as the posts about myself are hard to read I get it. I set up my account way in the beginning when we all jumped ship but found it tricky to navigate personally. I don't comment on much of anything anymore even in HC which I continue to read for my other holdings that don't get much attention in here. Life has become just too hectic these days for posting comments.

Never protecting, just commenting on your only post on the BrN page which seemed odd and still does, but I truly hope you get to spend some valuable time with you mum as I do have a heart especially if what you said about her is true.

Thank you

 

[Deleted member 118]

As much as the posts about myself are hard to read I get it. I set up my account way in the beginning when we all jumped ship but found it tricky to navigate personally. I don't comment on much of anything anymore even in HC which I continue to read for my other holdings that don't get much attention in here. Life has become just too hectic these days for posting comments.
Thank you

Maybe if things settle down, you can join in contributing a bit more as everyone is always welcome until they are banned.

 

[Violin1]

Just searched Nessie71 on HC and has contributed a lot of positive comments ?

neesie71
82 Posts.
50
13/01/22
10:44
Post #: 58835681
Share

BRN Price at posting: $1.39 Sentiment: Buy Disclosure: Held

neesie71
82 Posts.
50
24/12/21
03:59
Post #: 58498505
Share

BRN Price at posting: 65.0¢ Sentiment: Buy Disclosure: Held
81 Upvote
6Great analysis
Report Reply

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Well done. I had just done the same and thanks for posting.

 

[buena suerte :-)]

As much as the posts about myself are hard to read I get it. I set up my account way in the beginning when we all jumped ship but found it tricky to navigate personally. I don't comment on much of anything anymore even in HC which I continue to read for my other holdings that don't get much attention in here. Life has become just too hectic these days for posting comments.
Thank you

[/HEADING]
[HEADING=3]Neesie71​

Emerged
Joined Feb 5, 2022

 

[Neesie71]

Maybe if things settle down, you can join in contributing a bit more as everyone is always welcome until they are banned.

I will thank you. I really appreciate your words.

 

[wilzy123]

 

[Fact Finder]

While Nviso;s presentation is fresh in the collective memory I thought the following from the Brainchip website as to 'Products' on offer was instructive:



BrainChip
"Automotive brings Essential AI to the next generation of smarter cars.

In-cabin experience is improved with on-chip learning for keyword spotting, “hey car,” face recognition, driver authentication, gesture recognition, and the unique ability to combine sensory modalities, creating a roadmap for the in-cabin experience of the future."



Brainchip
"Home brings Essential AI to the smart home of today and tomorrow.

Simplify appliance interaction with keyword and phrase recognition, improve electronic device usability with gesture and even facial expression recognition, and improve the safety and security of home medical devices with on-chip continuous learning. Combine sensor modalities to create unparalleled user interaction."

Longer term holders may recall that when the old website first was put up and was then the new website it introduced the Product/Applications category and it was explained to shareholders that the uses listed there for the AKIDA technology were only those uses which had been formally tested, validated and supported ready to be implemented by customers. Shareholders were also informed that these products/applications would be added to over time.

These are extracts that align with Nviso. There are many other Product/Applications referred to but because of Nviso and the statement regarding MegaChips and Brainchip's clear ongoing work with Mercedes Benz and Valeo I found them of great interest.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Diogenese]

Just a thought. I have the EQXX in mind, clearly a top product and already well developed. But the displays are similar or am I wrong. A cycle in development takes about three years. What if MB were the customer, who are already in Conti's portfolio and it's about other models besides that ... cockpit across Entire Cockpit Width

If we have Valeo and Continental, how many cars is that?

 

[Neesie71]

[/HEADING]
[HEADING=3]Neesie71​

Emerged
Joined Feb 5, 2022

Thank you

 

[Fact Finder]

Revisiting the CEO Sean Hehir’s presentation to the 2022 AGM:

“When I started to evaluate joining BrainChip I started with the technology.

Being a Silicon Valley based executive I had easy access to some of the world’s best technical minds who I engaged to evaluate the core technology.

The overwhelming feedback was the technology is visionary in its design, unparalleled in flexibility, and transformative in performance.

As the engagement progressed, I met with many of the core team members and concluded that I had never met a more talented, dedicated, and focused group of individuals in all my years in the technology business.

I examined the trends which are undeniably compelling, the growth and disruptive nature of AI plus the decentralization of AI.

Furthermore, I started to examine the quality of the engagements with some of the world’s leading brands and the trust/promise they saw in BrainChip which further encouraged me to join this amazing company.

And lastly, with all the skills and talent the organization had, it was clear the experience and skills I possessed perfectly complimented the team and is exactly what BrainChip needed in a CEO; someone who knew how to fully commercialize technology…..

Where we are going

The Market is moving to the edge, and we are already here.

I spoke earlier about a 3 three-legged stool that highlighted research, product, and now commercialization, but as stated earlier the floor that the stool sits on is the market.

That market is large, fast growing, and requires more intelligence at the edge.

Today's data center AI model is power hungry, bandwidth wasting, lacks flexibility, not very intelligent and not suited for these undeniable technology trends toward distributed intelligence and learning at the edge.

As I get ready to close my prepared remarks, let’s go back to the foundation.

Two visionaries and the others that followed, worked diligently to create our world changing technology.

Unapparelled in its flexibility, scalability, performance that’s been technically vetted by prospects, customer, and analysts.

And with all my comments about commercialization, I want to assure you there is equal focus, energy, and resources to not only maintain our competitive advantage created by those visionaries but extend it.

We are:
• Aggressively sourcing and hiring world class tech talent.
• Filing new patents.
• Working diligently on documentation, look/feel, UI to make our technology
easier to consume.
• Paying close attention to our competitors.
• Refining, expanding, and accelerating our roadmap and see opportunities
beyond the edge.

For the short term, you can expect another major release of next generation IP and another reference chip prior to the next AGM.

Lastly before I turn the meeting back over to Antonio, let me briefly recap.

It’s been nearly a half year of building a commercial engine that is just now starting to reveal its possibility.

Key priorities and initiatives include:
• Structuring Commercialization.
• Understanding our Market Ecosystem.
• Clarifying our Business Model.
• Ensuring Product-Market Fit.
• Focusing on Marketing.
• Expanding Sales.

Our work on the commercialization leg of the stool has made substantial progress but it is a journey of continuing improvement.

But when you couple this commercial engine with our differentiated IP product, delivering proven and an exponential improvement on anything else available, plus a market which is moving to the edge, I am highly confident that the commercial results will come in a steady and sustainable fashion.

Even with all this hard work on commercialization in the last 5 months, the company and myself should be judged not on effort, but results.

With that said, I look forward to standing before you next year to share all the progress and results from this next critical chapter of BrainChip’s commercialization.”

So we are now 11 months and counting until the CEO stands before shareholders ready to be judged on his progress and results.

I have never anticipated an AGM more than the Brainchip 2023 AGM.

My opinion only DYOR
FF

AKIDA BALLISTA

"BrainChip – Annual General Meeting CEO and Chairman’s Address Sydney 24 May 2022: BrainChip Holdings Ltd (ASX:BRN), appends the Chairman’s address, Chief Executive Officer’s address and presentation to the Annual General Meeting, in accordance with the ASX Listing Rules.

This announcement is authorised for release by the BRN Board of Directors."



"Being a Silicon Valley based executive I had easy access to some of the world’s best technical minds who I engaged to evaluate the core technology.

The overwhelming feedback was the technology is visionary in its design, unparalleled in flexibility, and transformative in performance.

The Market is moving to the edge, and we are already here...

But when you couple this commercial engine with our differentiated IP product, delivering proven and an exponential improvement on anything else available, plus a market which is moving to the edge, I am highly confident that the commercial results will come in a steady and sustainable fashion.

Even with all this hard work on commercialization in the last 5 months, the company and myself should be judged not on effort, but results.

With that said, I look forward to standing before you next year to share all the progress and results from this next critical chapter of BrainChip’s commercialization.”

I have highlighted and extracted the above from the CEO Sean Hehir's presentation and remind everyone that these statements are taken from his AGM address which has been lodged with the ASX as a price sensitive Brainchip announcement.

I have mentioned before the significance of price sensitive ASX announcements. The expression of his views has been approved for release to the market by the Board of Directors of Brainchip.

In consequence what we have:

* technology which some of the best minds in Silicon Valley have validated,
* a three year first in market lead, and
* a strong and growing customer base in a market that is coming too Brainchips technology at the Edge.

In these circumstances it might reasonably be considered that the share price can do what the share price will do but it is only just so much white noise framed against such fundamentals.

My opinion only so DYOR
FF

AKIDA BALLISTA