BRN Discussion Ongoing

Interesting article on the Art of Holding.

Love this bit
“Successful investors can differentiate business performance from stock performance and can take advantage of those investors who can’t.”
 
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Love this bit
“Successful investors can differentiate business performance from stock performance and can take advantage of those investors who can’t.”
Yep that's the best bit I thought over and over again I see it I invest in it sometimes the market takes it's damn time to catch up to the fundamentals.
 
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Diogenese

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Maybe some future competition on the horizon? @Diogense might be able to explain how analog neuromorphic computing compares? It says here that the " project, which started last month, aims to develop an analog neuromorphic computing approach based on oscillatory neural networks (ONNs) that seamlessly interfaces with sensors and processes analog data without any analog-to-digital conversion."

I remember that @TECH mentioned Simon Thorpe was working on a project with ONN's but I don't know if it's this particular one.


Oscillating neural networks for low power analog edge AI

Oscillating neural networks for low power analog edge AI​

Technology News | February 6, 2023
By Nick Flaherty
MATERIALS & PROCESSES AI

A European project including IBM and BMW is developing a new type of analog neural network with phase change materials to reduce the power consumption of machine learning at the edge of the network.


The new technique couples oscillating neural networks (ONN) with phase change materials and could reduce power consumption by a factor of 100 to 1000 say the researchers in the PHASTRAC (Phase Change Materials for Energy Efficient Edge Computing) project.

The project, which started last month, aims to develop an analog neuromorphic computing approach based on oscillatory neural networks (ONNs) that seamlessly interfaces with sensors and processes analog data without any analog-to-digital conversion.

The oscillating neurons will be implemented with vanadium dioxide (VO2) phase change material coupled with synapses implemented with bilayer resistive RRAM memories using molybdenum and hafnium dioxide (Mo/HfO2).


The project aims to develop new devices for implementing the ONN architecture and processing the analog sensor data. It is led by researchers from Technical University in Eindhoven, who held a session on ONN technology at the European Conference on High-performance Embedded Architecture and Compilation (HiPEAC) Conference last month in Toulouse. They are working with researchers from BMW, IBM Research in Zurich and the Pázmány Péter Catholic University in Budapest.

1675739291090.png
 
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alwaysgreen

Top 20
Maybe some future competition on the horizon? @Diogense might be able to explain how analog neuromorphic computing compares? It says here that the " project, which started last month, aims to develop an analog neuromorphic computing approach based on oscillatory neural networks (ONNs) that seamlessly interfaces with sensors and processes analog data without any analog-to-digital conversion."

I remember that @TECH mentioned Simon Thorpe was working on a project with ONN's but I don't know if it's this particular one.


Oscillating neural networks for low power analog edge AI

Oscillating neural networks for low power analog edge AI​

Technology News | February 6, 2023
By Nick Flaherty
MATERIALS & PROCESSES AI

A European project including IBM and BMW is developing a new type of analog neural network with phase change materials to reduce the power consumption of machine learning at the edge of the network.


The new technique couples oscillating neural networks (ONN) with phase change materials and could reduce power consumption by a factor of 100 to 1000 say the researchers in the PHASTRAC (Phase Change Materials for Energy Efficient Edge Computing) project.

The project, which started last month, aims to develop an analog neuromorphic computing approach based on oscillatory neural networks (ONNs) that seamlessly interfaces with sensors and processes analog data without any analog-to-digital conversion.

The oscillating neurons will be implemented with vanadium dioxide (VO2) phase change material coupled with synapses implemented with bilayer resistive RRAM memories using molybdenum and hafnium dioxide (Mo/HfO2).


The project aims to develop new devices for implementing the ONN architecture and processing the analog sensor data. It is led by researchers from Technical University in Eindhoven, who held a session on ONN technology at the European Conference on High-performance Embedded Architecture and Compilation (HiPEAC) Conference last month in Toulouse. They are working with researchers from BMW, IBM Research in Zurich and the Pázmány Péter Catholic University in Budapest.

I'm always reluctant to send emails to Brainchip but is it worth running this past them?

We have been told by management in the past that we have a 3-5 year lead in the space so does this change anything?
 
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chapman89

Founding Member
Lololol. You have invested your hard earned into a company and you don't know the production timelines. Surely you've got to be joking!!

The above was in jest but how does it feel to be patronised in the same way you did to me?
Difference is I’m not chucking a dummy spit and planning on selling my shares mid 2023 as my research tells me I’m invested in the right company in the right industry with the right people running it!

Im asking productive questions and not telling people on a forum im selling my shares by mid year!
 
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Lololol. You have invested your hard earned into a company and you don't know the production timelines. Surely you've got to be joking!!

The above was in jest but how does it feel to be patronised in the same way you did to me?
😂 This is in jest also mate. But you made me laugh hard with that post.
1askjx.jpg
 
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ndefries

Regular
This is a letter from TD published by @YngInvstr in response to his/her question on the crapper.

View attachment 28894
Explains the PM role mentioning 2.0. Good times ahead. Also good to read 1.5 was aligned to a customer engagement! Aka a future royalty provider
 
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alwaysgreen

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Difference is I’m not chucking a dummy spit and planning on selling my shares mid 2023 as my research tells me I’m invested in the right company in the right industry with the right people running it!

Im asking productive questions and not telling people on a forum im selling my shares by mid year!

How is it a dummy spit? It's a plan. If the company I am investing in hasn't sold any of their product for over a year and a half, then MY PLAN is to sell. How does that affect you? Or warrant a condescending remark? You are telling people what they should be doing. You are telling people how they should feel and that they are muppets for having an idea that differs to yours.
 
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chapman89

Founding Member
How is it a dummy spit? It's a plan. If the company I am investing in hasn't sold their product for over a year and a half, then MY PLAN is to sell. How does that affect you? Or warrant a condescending remark? You are telling people what they should be doing. You are telling people how they should feel and that they are muppets for having an idea that differs to yours.
Well I hope your plan works well for you 👍🏼 in my opinion selling right before Renesas finishes getting products to market in a matter of months is just crazy.

The way I see it is once Renesas tapes out, it’ll give the share price a huge re rate for Brainchip!
 
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alwaysgreen

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Well I hope your plan works well for you 👍🏼 in my opinion selling right before Renesas finishes getting products to market in a matter of months is just crazy.

The way I see it is once Renesas tapes out, it’ll give the share price a huge re rate for Brainchip!

I hope so mate! I respect your opinion and I hope it goes to $5 for you even if I am out at that stage.

I am still hopeful of some license sales before mid year to keep me in though.
 
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BaconLover

Founding Member
Homer Simpson Hug GIF
 
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Diogenese

Top 20
Maybe some future competition on the horizon? @Diogense might be able to explain how analog neuromorphic computing compares? It says here that the " project, which started last month, aims to develop an analog neuromorphic computing approach based on oscillatory neural networks (ONNs) that seamlessly interfaces with sensors and processes analog data without any analog-to-digital conversion."

I remember that @TECH mentioned Simon Thorpe was working on a project with ONN's but I don't know if it's this particular one.


Oscillating neural networks for low power analog edge AI

Oscillating neural networks for low power analog edge AI​

Technology News | February 6, 2023
By Nick Flaherty
MATERIALS & PROCESSES AI

A European project including IBM and BMW is developing a new type of analog neural network with phase change materials to reduce the power consumption of machine learning at the edge of the network.


The new technique couples oscillating neural networks (ONN) with phase change materials and could reduce power consumption by a factor of 100 to 1000 say the researchers in the PHASTRAC (Phase Change Materials for Energy Efficient Edge Computing) project.

The project, which started last month, aims to develop an analog neuromorphic computing approach based on oscillatory neural networks (ONNs) that seamlessly interfaces with sensors and processes analog data without any analog-to-digital conversion.

The oscillating neurons will be implemented with vanadium dioxide (VO2) phase change material coupled with synapses implemented with bilayer resistive RRAM memories using molybdenum and hafnium dioxide (Mo/HfO2).


The project aims to develop new devices for implementing the ONN architecture and processing the analog sensor data. It is led by researchers from Technical University in Eindhoven, who held a session on ONN technology at the European Conference on High-performance Embedded Architecture and Compilation (HiPEAC) Conference last month in Toulouse. They are working with researchers from BMW, IBM Research in Zurich and the Pázmány Péter Catholic University in Budapest.

Hi Bravo,

Apologies for that German chap.

That project looks to me to be more in the "R" phase of R&D.

"The project aims to develop new devices for implementing the ONN architecture and processing the analog sensor data. It is led by researchers from Technical University in Eindhoven"

It is a university project and universities seem to br enthralled by the close analogy between wetware and analog neurons. They still have to come to grips with the inherent variability of ReRAM/MemRistors.

Not commercial whthin 5 years +.
 
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Hi Bravo,

Apologies for that German chap.

That project looks to me to be more in the "R" phase of R&D.

"The project aims to develop new devices for implementing the ONN architecture and processing the analog sensor data. It is led by researchers from Technical University in Eindhoven"

It is a university project and universities seem to br enthralled by the close analogy between wetware and analog neurons. They still have to come to grips with the inherent variability of ReRAM/MemRistors.

Not commercial whthin 5 years +.
Hey, what did I do?
 
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Damo4

Regular
Wow what a thread this has become.

Do people need reminding that if you want to talk about exceeding your risk tolerance, go HERE.
Or if you feel like your self made timelines are not being kept by a company who didn't promise you anything, try going HERE or HERE.

Edit: the final "here" was supposed to be the crapper, how sad the links are blocked.
 
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alwaysgreen

Top 20
Hi Bravo,

Apologies for that German chap.

That project looks to me to be more in the "R" phase of R&D.

"The project aims to develop new devices for implementing the ONN architecture and processing the analog sensor data. It is led by researchers from Technical University in Eindhoven"

It is a university project and universities seem to br enthralled by the close analogy between wetware and analog neurons. They still have to come to grips with the inherent variability of ReRAM/MemRistors.

Not commercial whthin 5 years +.
Thanks Diogenese, Our 5 year advantage remains!
 
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VictorG

Member
This is a letter from TD published by @YngInvstr in response to his/her question on the crapper.

View attachment 28894
I have been thinking about Tony Dawe's letter.
I thought that Akida2000 was the next chip to be taped out, however in TD's letter he states that the Akida1500 tape out was because of direct engagement with customers. I can't imagine BRN would have taped out Akida1500 without having firm commitments from licensee's or customers.
This raises a few questions.
  • Who could want the Akida1500 so badly that BRN moved it ahead of the Akida2000 tape out.
  • Once the Akida1500 has been examined, tested and passed, should we expect a new License Agreement? or
  • Can we expect actual orders for the Akida1500 in the very near future, because the chip was MADE TO ORDER for someone?
I believe we have a good chance that an announcement will come very soon after Akida1500 has passed muster, and I think it will be the MOA announcements.
 
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HopalongPetrovski

I'm Spartacus!
Wow what a thread this has become.

Do people need reminding that if you want to talk about exceeding your risk tolerance, go HERE.
Or if you feel like your self made timelines are not being kept by a company who didn't promise you anything, try going HERE or HERE.

Edit: the final "here" was supposed to be the crapper, how sad the links are blocked.
Relax Pal. People are just talking and expressing themselves. Who said it has to be just all one’s and zero’s or dots which may or may not be relevant to anything? Sometimes some of us get a little carried away, but that too is just humans being human. When we are all just androids on steroids it gets pretty boring. Variety is the spice of life. 🤣
 
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Xhosa12345

Regular
also remember megachips report the other day - aiming to be LAUNCHING PRODUCTS - note the plural

they are also projected to increase revenue from 56000 M Yen to 72000 M Yen which - if my maths is right, about 100M USD increase in sales

Capture.JPG
 
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ceej

Member
Hi Bravo,

Apologies for that German chap.

That project looks to me to be more in the "R" phase of R&D.

"The project aims to develop new devices for implementing the ONN architecture and processing the analog sensor data. It is led by researchers from Technical University in Eindhoven"

It is a university project and universities seem to br enthralled by the close analogy between wetware and analog neurons. They still have to come to grips with the inherent variability of ReRAM/MemRistors.

Not commercial whthin 5 years +.
Thanks Dio, much appreciated. As always your input is welcomed and extremely valuable to those of us who are not overly technically oriented. Thank you for being so generous with your responses.

On a broader point to the TSE community it concerns me that this forum could well be headed down the path of the old Brn forum on hotcrapper.

Despite the fact that I do not post much at all I do read at least this thread in full each and every day and recent weeks/months have seen a marked increase in criticising the “player” as opposed to the “issue”. This approach if left to fester will ultimately result in valuable thoughts ( both positive and negative) going unposted. Clearly this has already happened.

This would be to the detriment of all of us who use this as a source of valued information. Please reflect before hitting post reply.
 
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