BRN Discussion Ongoing

I found this interesting business case study on ARM, what stood out was the timelines involved. Signing licensees at the start and getting to royalties takes a looong time, but my take is that it is like a snowball on a mountain…slowly builds into an unstoppable force and likely to be a wild ride. Strap in or bail out depending on your risk tolerance!


A very interesting read @Moonshot.

We’re very lucky to have someone like RT, whose experience with ARM would be invaluable. Especially given we are using a similar IP sales model ourselves. He’s already walked the walk!

I found these paragraphs quite relevant:

Customer-Centricity
Another key focus area for the team at ARM was customer-centricity. Talking about the “customer is king” mentality, Urquhart commented, “Too often start-ups get so hung up on their wonderful technology they forget that they have to understand the market and customers and develop their product to meet the customers’ needs (at the right price).” He recollected the early years at ARM, and their constant focus on the customer,


Eco-system
One limiting feature of the IP licensing business model was the time it took to generate revenue— it could take years from the time a license was signed until the royalties started to kick in. But as the ARM architecture became more and more widely licensed, ARM put a lot of effort into building a partnership ecosystem of fabricators, OEM’s, circuit design tool producers and third- party suppliers of software libraries (for graphics, sensors, networking, etc.); so that anything that an ARM licensee might need would be available from its ecosystem (refer to Exhibit 3 for ARM Business model).


Cheers

:)
 
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The Pope

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Fool with her superior expert has posted again. Maybe we don't post it this time here to avoid giving another platform?
Who are you talking about?
 
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cassip

Regular
Hi all,

just some SP information from Germany:

low volume (Tradegate just under 25k), SP slightly up 1,58% EUR 0,4496 , about 0,6981 AUS $

Regards
Cassip
 
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Andy38

The hope of potential generational wealth is real
Yep 1 holder per HIN
but if you have BRN shares via multiple sources like commsec, SMSF and a super fund you have multiple links and counted as seperate share holders. Just ask an accountant who deals with this stuff.
Wife and I both have own SMSF, we both have separate personal BRN holdings and one special self wealth account I have put aside for my kids that are currently only 2 and 3 years of age 🥰. X5 accounts in all!
 
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This is my understanding.
If you have BRN shares in both commsec or similar plus say via Australian super account (invest up to 20%) then you are counted as two individuals.
So people like me are counted as 2 of the 46000 approx shareholders. How many of the 1000 eyes or other BRN investors may be like me.
Yep I have BRN shares in my Commsec account and in my super account so would count as two shareholders
 
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The Pope

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sonofkong

Member
Markus Schafer’s neuromorphic article is finally up

 
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Deadpool

Did someone say KFC
Assume you mean this latest link by dickleboro.
It appears him providing sound financial advice isn’t a strong point of James. A amusing read though.

The pigeon is at it again I see. What a tool
 
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Learning

Learning to the Top 🕵‍♂️
Markus Schafer’s neuromorphic article is finally up

Thanks @sonofkong

For anyone Who don't use LinkedIn
Screenshot_20230117_175111_LinkedIn.jpg
Screenshot_20230117_175132_LinkedIn.jpg
Screenshot_20230117_175143_LinkedIn.jpg


Learning 🏖
 
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cassip

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I will watch the SP ...
 
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cosors

👀
Markus Schafer’s neuromorphic article is finally up

🤔
LOIHI.png

Date of Publication: 06 April 2021
I mean, it's clear that's where they started. Maybe there's still something to come where the journey has taken them.
"I’ll touch on our latest findings in an upcoming “In the Loop” and tell you my thoughts on where this is taking us. "
 
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Diogenese

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Yes. Brainchip has gone to school on ARM's lessons - just look at our ecosystem:-

We have partnerships with
(a) chip designers and fabricators,
(b) space, defence,
(c) automotive,
(d) vision, speech,
(e)medical,
...

Socionext,
MegaChips,
Renesas,
ARM,
Intel,
SiFive,
Edge Impulse,
ISL
...

Government:
NASA,
USAF,
...

Automotive:
Mercedes,
Valeo,
...

Image Processing:
nViso,
Prophesee,
...

Medical:
Biotome
...

Education:
Carnegie Mellon,
Arizona State,
Rochester
...

All these categories are, to use mining terminology, "open at depth", and there are innumerable other untapped areas.

Intel is desperate to stop its slide.

ARM (RISC-IV) is locked in combat with SiFive (RISC-V).

MegaChips is on an AI mission.

Renesas is taping out.

Socionext has a customizable CPU/GPU/NN processor design ready to hand.

Valeo's LiDaR and other sensors are a natural fit for Akida.

Prophesee has had its road to Damascus experience.

nViso can't contain their enthusiasm.

Edge Impulse has shown willing.

Our partnerships with competing fabricators, with a little help from our ubiquitous NDAs, will ensure that none of them sit on their hands. From our present position, we should not experience the early delays ARM experienced.
 
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S

Straw

Guest
The pigeon is at it again I see. What a tool
It's a blog to draw attention to MF. Paid per view maybe. More people they piss off the more views I guess.
Like most if not all media. I am going to make a point of not clicking on it.

We know what is happening with the company and what our plan/investment strategy is and we will take note of all the issues good and bad.
 
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goodvibes

Regular
Markus Schafer’s neuromorphic article is finally up

And again some dots to AWS…liked article from Markus Schäfer.


Global account director automotive at AWS
 
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Diogenese

Top 20
Markus Schafer’s neuromorphic article is finally up

Yet to follow the links Marcus referred to, but it is fantastic that we are the only other company mentioned besides Intel.

I would assume that MB have also been flirting with Intel. I believe that one further feature of Akida's design which gives us an advantage is the flexibility which Peter had the foresight to build into Akida. As we know, this has allowed Renesas to employ as little as 2 nodes, and this flexibility will also be useful in smart sensors which may not require the full 20 nodes of Akida 1. Indeed, Akida can be assembled with up to 256 nodes.

I am not familiar with the details of Loihi or other Intel AI chips, so I don't know if they provide this degree of flexibility, but of course Peter also had the foresight to make Akida compatible with existing AI/NN programming so that experienced AI programmers would be immediately productive, while Intel invented their own language.

One thing that Mercedes mentioned last year was that they were seeking standardization in their component supply. Maybe not winner-take-all, but a large slice would be nice.
 
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Moonshot

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cassip

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SP still tackered
At some point staples run out

People have lunch now. One phrase at this time of the day is "Mahlzeit" (usually quite loud).
 
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Diogenese

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Musk Ox is planning on using software NNs.

Musk Shares Details on FSD Beta v11: Neural Nets to Be Used for Vehicle Control

January 15, 2023
By Nuno Cristovao


https://www.notateslaapp.com/softwa...11-neural-nets-to-be-used-for-vehicle-control

...

Neural Nets for Vehicle Behavior​

A week ago Musk said this upgrade will include 'many major improvements.' Last night Musk revealed some additional details. He said there will be "many small things," one of which will be that Tesla will begin to use neural nets for vehicle navigation and control, instead of just vision.

Today Tesla uses neural networks to determine the vehicle's surroundings, where objects are, what they are, and their distances from the vehicle to create a 3D environment known as 'vector space.' With this information, the vehicle can then plan a path and navigate around these objects toward its destination.

However, based on Musk's comment, it sounds like Tesla is currently only using neural nets to determine its environment and not for controlling the vehicle. This means that how the vehicle behaves, how it finds a path, and how it moves is still a process that is coded traditionally.

In the same way that Tesla uses millions of images to determine what a stop sign or traffic cone is, it sounds like Tesla will now use a large number of examples to determine how to best control the vehicle in various situations
.

Surely he can't be doing mission critical functions on the internet.

Sounds like Akida could improve Tesla mileage by 100 km or more.

Edit: 100 km is hubris - but using Akida would provide a significant reduction in computer power usage.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
So who’s going to send Picklebro a copy of Markus Schaefer’s blog? No need to rub it in too much. Remember that humility is a valuable and admirable attribute. Maybe just very subtly highlight that Markus states that neuromorphic computing is a “highly significant field of computing“ and that we’re described as being “leading developers“ and, without tooting our own horn too much, just quickly mention that we were mentioned ahead of Intel and then maybe also highlight this statement “Together with intense parallel execution on neuromorphic chips, the new processing principles require us to go beyond the application of existing #AI frameworks to neuromorphic chips.”

And then sign off saying “Nah-nah-née-nah-nah”. 😝

Just joking - about the sign-off part that is.🤭
 
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Boab

I wish I could paint like Vincent
BRN non related.
ACCENTURE was in our latest podcast and they have popped up in this article to help oversee the build and procurement of the Geelong gigafactory.
 
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