BRN Discussion Ongoing

[SharesForBrekky]

Do you really think this means anything ? Just because he likes a post on LinkedIn .....
View attachment 43980

Whether there is any official connection or not, to me this also shows a genuine respect and interest in what the other is achieving.

I think it's important that within the tech sector to take notice and acknowledge others (whether competitors or not), as you wouldn't want to be left out in the outer.

 

[Learning]

Just on the subject of Mercedes. Mercedes could use Brainchip IP through Arm. And us shareholders would never know. Just a thought.

This is from the Arm Holdings F1 filings

'We are working with leading companies such as Alphabet, Cruise LLC, Mercedes-Benz, Meta and NVIDIA to deploy Arm technology to run AI workloads.'

https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm

Look at Emily job tile. Advisor to Arm & Mercedes.

Learning 🏖

 

[DollazAndSense]

Am I missing something here, why are these comments gathering so much support?


Antonio covered this in the last podcast, where our IP may never again be recognised formally or explicitly in any product.
This is the explanation for "watch the financials" and why it was such a left field comment when MB announced use of Akida in the "hey Mercedes" functionality.

Personally, I haven't watched a single piece of this MB presentation because I don't expect us to be re-announced.
We know MB are still engaged with us, we know they have an NDA and like Robsmark mentioned in the previous page, NDA's go both ways.
Whilst Brainchip may want the recognition, they may have erroneously announced the engagement, potentially with us calling them up on it.
Of course, for Brainchip, the NDA exists more to protect our secrets, not prevent our name getting out there, but who knows what's in the NDA.

To think that either BRN owe us something to be announced here, or even to expect MB to announce it for themselves is just baseless and silly IMO.
The more they love us, the more likely we will never hear them mention us again, to protect what they as a manufacturer, can offer clients.

Also we know for an absolute fact, that Qualcomm was the brains behind the entire MBUX:
Qualcomm Continues Technology Collaboration with Leading Luxury Automaker to Power Vehicles with Snapdragon Digital Chassis
However it is likely in the EQXX that it was Akida + Snapdragon, it's not like Akida can run the MBUX on it's own.
Snapdragon does not mean Akida isn't involved, nor does it confirm it is.

Again to speculate that we are or are not included is just a waste of your own time.
We may never find out for sure and we won't specifically know unless something is slipped again, which IMO wont happen again.
Without the word Akida being whispered by MB again, this is practically Schrodinger's Mercedes.
Still worth keeping an ear out if you have the time, but ultimately I wouldn't hold your breath.

It is conflicting statements from Brainchip's team that absolutely do my head in sometimes as is the case when you say:

"Antonio covered this in the last podcast, where our IP may never again be recognised formally or explicitly in any product."

Now I haven't listened to that last podcast as I found part 1 quite pointless, personally. But this statement is much different to the tune Tony Dawe was singing in March 2023. In an emailed response to @alwaysgreen, Tony stated:

"It seems highly unlikely that a customer of one of our licencees would keep its use of neuromorphic AI secret for very long.

Such a company would almost certainly use the employment of Akida neuromorphic IP as part of its marketing pitch to attract customers by differentiating its product from its competitors. See Mercedes press release 4 Jan 2022."

Antonio's and Tony's comments are in stark contrast to one another.

 

[Esq.111]

Good Morning Chippers ,

Well call me an eternal optimist ....... I'm getting the feeling we may see a decent push up today.

Purely derived from the look of the five day chart ... and more so from the VOLUME PATTERN compiled on the five day ,one minute duration.

.

* And just like that a sell order popps up for 844,466 units to create fear.
* This only strengthens my conviction.

Regards,
Esq.

 

[Cardpro]

Brainchip have never mentioned any forecast for Mercedes, for this very reason.

Brainchip never put out a release saying to watch the IAA Mobility show, it’s us shareholders who have focused our attention on this so if our name doesn’t get mentioned it’s not Brainchips fault, because they weren’t the ones to tell us to look out for it.

It’s also not Brainchips fault that Mercedes or others don’t want to mention us yet, it would be entirely up to Mercedes and others as to when.
Just think for a moment, we’ve all known about TATA for a few years now, but only recently they’ve decided to make it public, so that goes to show they won’t make something public until both parties feel it’s the right time.

We are in Valeo Scala3, that is my belief from my research and communications with a Valeo employee which I’ve posted here a couple times. Just because Valeo have come out and said they’re partnering with MobileEye doesn’t mean they’re using them for Scala3, Scala3 has been in the pipeline for a few years now, you simply cannot just pull out the IP and implement somebody else’s IP onto whatever hardware is being used.
Scala3 would have to have gone through and met strict safety requirements and that simply takes years to achieve.

I believe it is a responsibility of BrainChip's management to provide clear guidance regarding the company's future direction and revenue streams. So far, their attempts have failed multiple times but they make it sound like as if that was the plan from the start... and just keeps developing new products/next gens...

Just look at this forum, it is evident that a considerable amount of time is spent on researching by individual shareholders attempting to find dots to join...

So far, there is 0 commercially developed product confirmed using Akida... correct me if I am wrong... if we landed 0 revenue but got the attention of ChatGPT or if a large company uses us (even for free), I would feel much more confident... there are multiple start ups advertising their links to big players but we are somehow under NDA and not allowed... wth...

On a positive note, significance of Edge AI is increasingly emphasised day by day. However, it appears that the big players are winning thr contracts & partnerships... I am still hopeful that BrainChip can find their place... my initial parcel was back in 2015... argh... it was an annoying ride... ah well... even Nvidia /Tesla had a rough ride... but so did many failed start ups... but I still dream... but please stop talking as if it was all planned to explode in 2024 / 2025...

 

[Damo4]

It is conflicting statements from Brainchip's team that absolutely do my head in sometimes as is the case when you say:

"Antonio covered this in the last podcast, where our IP may never again be recognised formally or explicitly in any product."

Now I haven't listened to that last podcast as I found part 1 quite pointless, personally. But this statement is much different to the tune Tony Dawe was singing in March 2023. In an emailed response to @alwaysgreen, Tony stated:

"It seems highly unlikely that a customer of one of our licencees would keep its use of neuromorphic AI secret for very long.

Such a company would almost certainly use the employment of Akida neuromorphic IP as part of its marketing pitch to attract customers by differentiating its product from its competitors. See Mercedes press release 4 Jan 2022."

Antonio's and Tony's comments are in stark contrast to one another.

I'd suggest you go and listen to the podcast, as I was simply paraphrasing.
He drew comparisons to the latest IPhone with many many chips and many many IP suppliers, with almost none of them on Apple's website.
They are simply inside the iPhone, fairly hush hush. Also the average consumer couldn't care less what IP is inside.
Again, I'd listen for yourself before trying to draw comparisons between management statements.

To speculate on the difference between the two statements you highlighted, I'd say Akida is always Neuromorphic, but in time, Neuromorphic is not always Akida.
Ai is extremely popular, so mentioning ML, SNN, CNN, Tenns, NM, Ai, Transformers etc would be buzz words.
At this stage we are the commercially available IP, but may not always be the case.
Basically I'm saying they may shout about Neuromorphic, but not Akida specifically.

 

[Bravo]

It is conflicting statements from Brainchip's team that absolutely do my head in sometimes as is the case when you say:

"Antonio covered this in the last podcast, where our IP may never again be recognised formally or explicitly in any product."

Now I haven't listened to that last podcast as I found part 1 quite pointless, personally. But this statement is much different to the tune Tony Dawe was singing in March 2023. In an emailed response to @alwaysgreen, Tony stated:

"It seems highly unlikely that a customer of one of our licencees would keep its use of neuromorphic AI secret for very long.

Such a company would almost certainly use the employment of Akida neuromorphic IP as part of its marketing pitch to attract customers by differentiating its product from its competitors. See Mercedes press release 4 Jan 2022."

Antonio's and Tony's comments are in stark contrast to one another.

Hi Dollaz,

I think Antonio and Tony were talking about two separate things. Antonio may have been referring to what I think of as the "public awareness" issue, which affects even the big guns and interestingly enough this very topic was covered in the article that @Esq.111 posted earlier on Qualcomm.

EXTRACT

Whereas Tony may have been referring to a company being able to sing our praises, if possible within the constraints of the NDA's etc, in order to differentiate their product from a marketing perspective.

That's just my take on it for what its worth.

 

[Shadow59]

Good Morning Chippers ,

Well call me an eternal optimist ....... I'm getting the feeling we may see a decent push up today.

Purely derived from the look of the five day chart ... and more so from the VOLUME PATTERN compiled on the five day ,one minute duration.

.

* And just like that a sell order popps up for 844,466 units to create fear.
* This only strengthens my conviction.

Regards,
Esq.

WOW!
Just looked at the charts, relatively almost no trading today! Usually the bulk of the days trade is in the first 20 or 30 minutes.
Something will have to give, one way or another.

 

[Esq.111]

Morning Shadow59 ,

Yes , She's primed for a decent Pop.

Regards
Esq.

 

[robsmark]

WOW!
Just looked at the charts, relatively almost no trading today! Usually the bulk of the days trade is in the first 20 or 30 minutes.
Something will have to give, one way or another. View attachment 43997

Heartbreaking to think that a couple of years ago we had recent customer announcements, Mercedes were posting about us, had a SP over $2, and all the prospects in the world.

It was honestly unimaginable to me how far we’d fall, not just in SP, but in literally every facet in this companies existence - customers, revenue, volume. I just looked at my portfolio, and the reality of our situation hit me.

Fucking grim.

We need a miracle with AKD2000.

 

[Neuromorphia]

soon

BrainChip Introduces Second-Generation Akida Platform

Explore the advanced features and enhanced performance of this cutting-edge platform, empowering efficient and accelerated AI processing.

brainchip.com

 

[Bravo]

PUBLISHED 1 HOUR AGO

Apple inks new long-term deal with Arm for chip tech

"...extends beyond 2040," according to Arm's initial public offering documents.

www.crn.com.au

Apple has signed a new deal with Arm for chip technology that "extends beyond 2040," according to Arm's initial public offering documents filed this week.

The deal disclosed on Tuesday was not mentioned in Arm's previous IPO filing documents made public on August 21, implying that the deal was signed between then and September 5.

It's not yet clear what the agreement contains.

 

[robsmark]

PUBLISHED 1 HOUR AGO

Apple inks new long-term deal with Arm for chip tech

"...extends beyond 2040," according to Arm's initial public offering documents.

www.crn.com.au

Apple has signed a new deal with Arm for chip technology that "extends beyond 2040," according to Arm's initial public offering documents filed this week.

The deal disclosed on Tuesday was not mentioned in Arm's previous IPO filing documents made public on August 21, implying that the deal was signed between then and September 5.

It's not yet clear what the agreement contains.

Great to see ARM, Nividia, etc., all cashing in hard on this push towards AI.

I honestly fail to see what this has to do with us though.

 

[Bravo]

Great to see ARM, Nividia, etc., all cashing in hard on this push towards AI.

I honestly fail to see what this has to do with us though.

 

[schuey]

Good Morning Chippers ,

Well call me an eternal optimist ....... I'm getting the feeling we may see a decent push up today.

Purely derived from the look of the five day chart ... and more so from the VOLUME PATTERN compiled on the five day ,one minute duration.

.

* And just like that a sell order popps up for 844,466 units to create fear.
* This only strengthens my conviction.

Regards,
Esq.

Well mocked......haha

 

[Esq.111]

Morning Schuey ,

No mocking , I never mock .

3 hours 50 mins before close , plenty of time left.

Regards,
Esq.

 

[robsmark]

View attachment 44012





View attachment 44010

We are one of many, many ARM “partners”.

Respectfully Bravo, this is a looooooooooong bow to draw.

 

[Fullmoonfever]

View attachment 43978 View attachment 43979

Hi Jesse,

Appreciate your background work.

Question I have though, is that the response is about neuromorphic not specifically Akida and I'd like to know how close Valeo are as a consortium partner for TEMPO which is building a Euro ecosystem also in neuromorphic.

Having said that, I see this gentleman,

Patrick Pérez​

Valeo VP of AI & valeo.ai Dir.

has a GitHub.io page with lots of diff info, publications and links to other team members pages etc.

Not sure if someone more tech inclined wants to sift through whenever and see if any snippets in there.

valeo.ai

ptrckprz.github.io

Team​

Florent Bartoccioni, research engineer | page
Victor Besnier, research scientist | scholar
Alexandre Boulch, research scientist | page | scholar| github | twitter
Andrei Bursuc, senior scientist | page | scholar | github | twitter
Laura Calem, PhD student w/ CNAM | github | twitter
Loïck Chambon, PhD student w/ Sorbonne U. | linkedin
Mickaël Chen, research scientist | page | scholar | github
Matthieu Cord, principal scientist (and prof. at Sorbonne U.) | page | scholar | twitter
Spyros Gidaris, research scientist | scholar | github
David Hurych, research scientist | scholar
Victor Letzelter, PhD student w/ Telecom Paris | linkedin
Renaud Marlet, principal scientist (and researcher at ENPC) | page | scholar
Björn Michele, PhD student w/ U. Bretagne Sud) | scholar
Patrick Pérez, scientific director (and Valeo VP of AI) | page | scholar
Cédric Rommel, research scientist | page | scholar | twitter
Gilles Puy, research scientist | page | scholar
Corentin Sautier, PhD student w/ ENPC | linkedin
Oriane Siméoni, research scientist | page | scholar | github
Eduardo Valle, senior scientist | scholar
Antonín Vobecký, PhD student w/ CTU | page | scholar | github
Tuan-Hung Vu, research scientist | page | scholar | github | twitter
Yihong Xu, research scientist | scholar
Eloi Zablocki, research scientist | scholar | twitter
Léon Zheng, PhD student w/ ENS Lyon | page

 

[Bravo]

We are one of many, many ARM “partners”.

Respectfully Bravo, this is a looooooooooong bow to draw.

View attachment 44013 View attachment 44014 View attachment 44015

It's not really that loooooooooooooooooooong of a bow to draw when you ask yourself why Arm would choose to showcase their highest performance Cortex M-85 with BrainChip's IP at the Embedded World 2023?

As far as I'm aware, Arm have never announced any other partner's that have full compatibility with their entire product family.

 

[robsmark]

It's not really that loooooooooooooooooooong of a bow to draw when you ask yourself why Arm would choose to showcase their highest performance Cortex M-85 with BrainChip's IP at the Embedded World 2023?

As far as I'm aware, Arm have never announced any other partner's that have full compatibility with their entire product family.

Well, I guess we will see. It would be incredible if we were.