BRN Discussion Ongoing

Hi Idd,

I had not considered such devious machinations. Certainly, the SP was manipulated down. The low volume of trade during the period showed that shareholders were not selling, but I can't see how pushing the price down would help UCP.

Yes, it would be good to have a recession buffe, but, in the support document for the SPP, we were told it, together with the capital raise, was to further develop TeNNs and to develop a cloud-based FPGA, which, I presume, would serve as a marketing tool.

A week or so ago, we were discussing an intern, now employed full time, who had developed a system which looked like a precursor for the on-line FPGA, so I think the company is being driven by Sean's "Damn the torpedoes" attitude.
Hey Dio,

Assuming this is the last capital raise at such a low price, this is the most shares the company will give away if they want to raise the same amount. If investors took up the entire $3M, this is close to 15 million shares (getting close to 1% of the current shares available).
Nevermind that UCP are getting 100 million shares, in the long term it's in their best interest to minimise how much other people hold.
I'd argue that share price is one of the strongest tools available to cause investors to get frustrated and consider selling. When it gets too low, investors presume something is going wrong (even if there isn't) thereby also helping the giants like UCP get more cheap shares.

I think recession risk shouldn't be completely disregarded. If you were going to raise money, it will flow more freely if there is a positive spin. However, just the other day Ford indicated they were dropping a few EV lines and changing their strategy. Many other big companies have been cutting staff and scrapping products recently.

From a sales perspective, the automotive industry has shifted in the past few years partly from lower customer interest in EVs than hoped. Many companies have delayed their EV commitments and a lot are shifting more to hybrids now. The EV market is one of which Brainchip was relying heavily on. Hybrids still have engines so aren't as reliant on minimising every bit of energy as EVs.

It's not to say these companies are no longer interested, they're likely trying to reduce costs for the time being (they all overspent billions on EVs) and may push out their initial plans. New EV models may still include Akida and new features developed for EVs may still get included in other new car lines, but there may be less and it's too soon to say.

That said there are other technologies which will continue to be innovated and improved on to stay ahead of competitors, so integration in products like Lidar and Radar hopefully aren't too far off, as well as other safety focused technologies.

It's also worth pointing out that machine learning technology doesn't guarantee the correct result 100% of the time. There is always going to be some hesitation by customers and regulator scrutiny if the product isn't 100% safe and is harder to verify, but machine learning capabilities are at the point where they are as good as or better than many human experts in most things. People are aware doctors aren't always correct but will generally have a lot of hesitation about using an AI health tool promising 90% accuracy, even if doctors don't achieve greater than 80% for the same task. It will take time but eventually acceptance will occur.

With this in mind, I still find it really interesting that TENNS demonstrated 100% accuracy in an application from one of the company presentations not too long ago (vital signs from memory). Being able to demonstrate this will not only increase customer interest, it will also likely speed up how fast their products can enter the market due to regulations. If TENNS has that sort of accuracy with other applications it should accelerate uptake with those too.

If Shaun is raising money to speed the time to market of TENNs, then this is a wise choice IMO. I still think $20+ million is a lot to raise for software improvements. If you have experienced how good and cheap AI tools are becoming you would understand. Hence my thought about recession (and other opportunities - with Jason on the SAB, SNN supercomputer / servers are definitely on the cards).

I think Shaun pulled the short straw by becoming CEO when he did. The economic conditions were pretty poor when he started and they're not much better now. A strong economy will drive retail interest in products, and hence customer sales. At the very least, from what he's been doing I think Shaun has a solid strategy in place.

I'm still of the view that the Space industry is almost a guaranteed success because as you remind us, there are large radiation benefits digital provide over analog. Given time frames of the space industry, if they are starting to get close to having chips or products ready, I think the consumer market should be even closer. I'm still optimistic that we are really close to success.
 
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Tothemoon24

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Seeed Studio's reCamera Is a Modular Edge AI Smart Camera Powered by Sophgo's SG2002​

Driven by a chip with a one TOPS neural coprocessor, the reCamera launches soon — and alpha samples are now available.​


ghalfacree
17 minutes ago • Sensors / Machine Learning & AI /Photos & Video / HW101
image_XeenAnPSG8.png

Seeed Studio is preparing to launch what it claims is the "most advanced AI camera" around, the reCamera — a modular RISC-V smart camera platform capable of running computer vision and artificial intelligence (CV and AI) models on device using an integrated one tera-operations per second (TOPS) accelerator.
"reCamera is a combination of a processor and a camera sensor," the company explains of its creation. "Today, as processors (both SOC [System-on-Chip] and MCU [Microcontroller Unit]) are becoming smaller and more powerful, it is now possible to combine the processor with camera sensors. In fact, many IPCs (IP Cameras) are already using this design to accelerate AI detection on edge devices. So today, we introduce reCamera, an open-source camera platform for everyone to play with."
Loading video
Seeed Studio is preparing to launch a modular smart camera system for edge AI projects, dubbed the reCamera. (📹: Seeed Studio)
While there are a range of other smart camera systems on the market, Seeed is hoping to make the reCamera stand out thanks to a compact footprint and modular design — split into three boards: the Core Board, the Sensor Board, and the Base board. The Core Board hosts the processor, local storage, and optional Wi-Fi connectivity; the Sensor Board houses a choice of image sensors, with rolling- and global-shutter variants planned; and the Base Board provides USB Type-C and UART serial connectivity, microSD Card storage, and — model-dependent — features such as an Ethernet port with Power-over-Ethernet (PoE) compatibility or CAN bus connectivity.
Two variants of Core Board have been revealed, only one of which will be available at launch: the C1_2002w, which includes emmC storage and a Wi-Fi and Bluetooth Low Energy (BLE) radio module; a C1_2002 will follow, which drops the Wi-Fi/BLE radio in favour of extra SDIO and UART connectivity. In both cases they're powered by the Sophgo SG2002, a dual-core chip that offers the user's choice of Arm Cortex-A53 or T-Head XuanTie C906 RISC-V core alongside an MCS-51 8051-compatible microcontroller core and a one TOPS neural coprocessor for on-device machine learning and artificial intelligence (ML and AI) tasks.
image_qfj87qgQJL.png
The reCamera is split across three modular boards, one acting as a single-board computer, another hosting the sensor, and one for external connectivity. (📷: Seeed Studio)
The Core Board stacks with the Sensor Board, of which only one is expected to be available at launch: the S1_OV5647, based on an Omnivision five megapixel rolling-shutter image sensor. Two others have been confirmed as works-in-progress: the S2_IMX335, which uses a Sony IMX335 rolling-shutter image sensor; and the S3_SC130GS, based on a SmartSens one-megapixel global shutter that trades resolution for capturing the entire image in once shot.
The standard Base Board, meanwhile, includes a microSD Card slot, an Ethernet single-port transformer module, a UART serial bus, and USB Type-C connector for data and power. A "B2" variant swaps from a side-mount to a vertical-mount USB Type-C port, while the "B3_POE" drops the USB connector and microSD Card slot for an Ethernet port with PoE support. The final model, the "B4_Gyro," comes an on-board gyroscope sensor and a connector for CAN bus connectivity — though all models bar the "B1" default were, at the time of writing, at version 0.1 and are not expected to be available at launch.
image_etWVCXskY2.png
Seeed has detailed a trio of companion launches, including an open-source motorized gimbal. (📷: Seeed Studio)
In all cases, the boards are controlled using a Linux buildroot system dubbed reCamera OS, which offers a web interface for network configuration, live view, and a browser-based system for opening a shell on the camera for command-line control. The accelerator is available in frameworks including TensorFlow and PyTorc, Seeed has confirmed, Seed has also confirmed three related projects: the reCamera Gimbal, which is an open-source motorized gimbal mount and housing for the camera; the reCamera Industrial, which provides a rugged housing with tripod mount and interchangeable lens support; and the reCamera Robot Arm which, as the name implies, mates the camera with a robotic arm.
Seed is launching the reCamera at $34.90 for a non-WiFi/BLE version with 8GB eMMC rising to $54.90 for a Wi-Fi/BLE version with 64GB eMMC, and has begun selling discount coupons which will shave 50% off the cost of the top-end model for $5 on the company store for a limited number of early-bird buyers.
Additional information is available in the project's GitHub repository, where some design files have been released under the permissive Apache 2.0 license; the reCamera OS is available in a separate repository. Those interested in receiving a sample prior to the official launch, meanwhile, can apply to become an alpha tester.
 
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Adam

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Oops if already here, but Fabbo !!

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Diogenese

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Hey Dio,

Assuming this is the last capital raise at such a low price, this is the most shares the company will give away if they want to raise the same amount. If investors took up the entire $3M, this is close to 15 million shares (getting close to 1% of the current shares available).
Nevermind that UCP are getting 100 million shares, in the long term it's in their best interest to minimise how much other people hold.
I'd argue that share price is one of the strongest tools available to cause investors to get frustrated and consider selling. When it gets too low, investors presume something is going wrong (even if there isn't) thereby also helping the giants like UCP get more cheap shares.

I think recession risk shouldn't be completely disregarded. If you were going to raise money, it will flow more freely if there is a positive spin. However, just the other day Ford indicated they were dropping a few EV lines and changing their strategy. Many other big companies have been cutting staff and scrapping products recently.

From a sales perspective, the automotive industry has shifted in the past few years partly from lower customer interest in EVs than hoped. Many companies have delayed their EV commitments and a lot are shifting more to hybrids now. The EV market is one of which Brainchip was relying heavily on. Hybrids still have engines so aren't as reliant on minimising every bit of energy as EVs.

It's not to say these companies are no longer interested, they're likely trying to reduce costs for the time being (they all overspent billions on EVs) and may push out their initial plans. New EV models may still include Akida and new features developed for EVs may still get included in other new car lines, but there may be less and it's too soon to say.

That said there are other technologies which will continue to be innovated and improved on to stay ahead of competitors, so integration in products like Lidar and Radar hopefully aren't too far off, as well as other safety focused technologies.

It's also worth pointing out that machine learning technology doesn't guarantee the correct result 100% of the time. There is always going to be some hesitation by customers and regulator scrutiny if the product isn't 100% safe and is harder to verify, but machine learning capabilities are at the point where they are as good as or better than many human experts in most things. People are aware doctors aren't always correct but will generally have a lot of hesitation about using an AI health tool promising 90% accuracy, even if doctors don't achieve greater than 80% for the same task. It will take time but eventually acceptance will occur.

With this in mind, I still find it really interesting that TENNS demonstrated 100% accuracy in an application from one of the company presentations not too long ago (vital signs from memory). Being able to demonstrate this will not only increase customer interest, it will also likely speed up how fast their products can enter the market due to regulations. If TENNS has that sort of accuracy with other applications it should accelerate uptake with those too.

If Shaun is raising money to speed the time to market of TENNs, then this is a wise choice IMO. I still think $20+ million is a lot to raise for software improvements. If you have experienced how good and cheap AI tools are becoming you would understand. Hence my thought about recession (and other opportunities - with Jason on the SAB, SNN supercomputer / servers are definitely on the cards).

I think Shaun pulled the short straw by becoming CEO when he did. The economic conditions were pretty poor when he started and they're not much better now. A strong economy will drive retail interest in products, and hence customer sales. At the very least, from what he's been doing I think Shaun has a solid strategy in place.

I'm still of the view that the Space industry is almost a guaranteed success because as you remind us, there are large radiation benefits digital provide over analog. Given time frames of the space industry, if they are starting to get close to having chips or products ready, I think the consumer market should be even closer. I'm still optimistic that we are really close to success.
Hi IdD,

That’s quite a lot to get through, so I’ll itemize my thoughts.

A. I would hope that UCP is not involved in the criminal activity of share price manipulation. I’ve heard some CRs include an embargo on lending shares to shorters.

B. ICE v EVs – ADAS/AD will still need all the sensors and 5 kW is 5kW whether it’s petrol or electrons. It could be as much as 5% for an ICE and 6% for an EV. The main difference is in refuelling time.

C. Customer reluctance can be tied to range anxiety, refuelling time and lack of charging points (and petrol heads). The charger network continues to expand and battery tech, such as silicon loaded anodes (see, eg, Talga (ASX: TLG)), will improve charging time and capacity.

D. Certainly recession must always be a consideration. Pulling up the drawbridge makes it a self-fulfilling prediction. If everyone has mass layoffs in preparation for a recession … I suppose it’s just musical chairs … just hope the music never stops.

E. As to the accuracy of AI classification, there are standards set out in the roadmap to AD. Mercedes is at Level 3 using Valeo’s SCALA 2. In the case of an unfamiliar or unrecognized situation, I assume the systems should be programmed to err on the side of caution. As in medical tech, it’s better to over-diagnose than to under-diagnose. It is my opinion that Valeo and Mercedes are using TeNNs software, and I’m reinforced in this belief by Sean’s recent acknowledgement that they have an algorithm product as well as the IP.

F. I think that part of the TeNNs development will be in developing the models, which can be a time-consuming exercise, as the ChatGPT experience shows. Fortuntely we have Edge Impulse to assist.

G. The other thing that Sean did was to kill off the Akida 1 baby chip manufacture and sales. Of course, as he said, the problem at the low end of the market is that “near enuf is good enuf”. Not so for space, ADAS/AD or medical, etc.

I. Space is an ideal marketing flagship – harsh environment, limited power, autonomous action required due to inaccessibility.

All in all, I’m bullish, and I am buoyed by Sean’s confirmation of algorithms as a product.
 
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Hi IdD,

That’s quite a lot to get through, so I’ll itemize my thoughts.

A. I would hope that UCP is not involved in the criminal activity of share price manipulation. I’ve heard some CRs include an embargo on lending shares to shorters.

B. ICE v EVs – ADAS/AD will still need all the sensors and 5 kW is 5kW whether it’s petrol or electrons. It could be as much as 5% for an ICE and 6% for an EV. The main difference is in refuelling time.

C. Customer reluctance can be tied to range anxiety, refuelling time and lack of charging points (and petrol heads). The charger network continues to expand and battery tech, such as silicon loaded anodes (see, eg, Talga (ASX: TLG)), will improve charging time and capacity.

D. Certainly recession must always be a consideration. Pulling up the drawbridge makes it a self-fulfilling prediction. If everyone has mass layoffs in preparation for a recession … I suppose it’s just musical chairs … just hope the music never stops.

E. As to the accuracy of AI classification, there are standards set out in the roadmap to AD. Mercedes is at Level 3 using Valeo’s SCALA 2. In the case of an unfamiliar or unrecognized situation, I assume the systems should be programmed to err on the side of caution. As in medical tech, it’s better to over-diagnose than to under-diagnose. It is my opinion that Valeo and Mercedes are using TeNNs software, and I’m reinforced in this belief by Sean’s recent acknowledgement that they have an algorithm product as well as the IP.

F. I think that part of the TeNNs development will be in developing the models, which can be a time-consuming exercise, as the ChatGPT experience shows. Fortuntely we have Edge Impulse to assist.

G. The other thing that Sean did was to kill off the Akida 1 baby chip manufacture and sales. Of course, as he said, the problem at the low end of the market is that “near enuf is good enuf”. Not so for space, ADAS/AD or medical, etc.

I. Space is an ideal marketing flagship – harsh environment, limited power, autonomous action required due to inaccessibility.

All in all, I’m bullish, and I am buoyed by Sean’s confirmation of algorithms as a product.
Hey Dio,

You raise some really good points,

A: I hope so too, but if there was a friend of a friend who was a 3rd party, who's to say?

B / C: Range anxiety is the real crux of the matter. If someone told you that you could only do 300km in you ICE car between stops, would you care? For a battery car you definitely would. And while there may be better technologies, some aren't available yet, and when they are do you think someone's going to swap out a recharger built with older technology that's been installed in the middle of the desert immediately? Unfortunately these things take time, just like consumers changing their mindsets.

D: That's a good point, and which probably contributes towards the wilder economy swings we see. The flip side is the recoveries are also usually a lot stronger.

E: I certainly hope so. Algorithms are a bit harder to quantify as they won't run as efficiently on other hardware but will still run with the high accuracies you're seeing. I would hope there were licensing agreements of sorts, or what's to stop someone running an algorithm on a different chip that's almost as good?

F: That's a fair point that I overlooked. They will need to train new models as TENNs uses more of an RNN architecture from memory. I still think $20m is still a stretch for this but Shaun didn't really allude to what timeframes he was talking about.

G: That's a bit of a conflicting one to me. If they were in the business of manufacturing chips, they'd need to allocate more staff towards something with higher overheads and smaller gains. This has the risk of higher costs upfront, and hence more capital raises. If they don't sell well, that's millions not being used that would lead to more capital raises. Space is better with rad-hard versions, which means more costs. Then there's storage and logistics, and what you could argue is a distraction from the main focus of the business. Shaun is focusing on the big customers in the hope that one big one will payoff for all the effort invested

H: I had some difficulty understanding this one

I: Fully agree. I'm guessing management were hoping a positive space story would have kept the SP afloat and may have had to change tack when the satellite went quiet. Could be part of the reason for the SPP.
 
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Guzzi62

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Hi IdD,

That’s quite a lot to get through, so I’ll itemize my thoughts.

A. I would hope that UCP is not involved in the criminal activity of share price manipulation. I’ve heard some CRs include an embargo on lending shares to shorters.

B. ICE v EVs – ADAS/AD will still need all the sensors and 5 kW is 5kW whether it’s petrol or electrons. It could be as much as 5% for an ICE and 6% for an EV. The main difference is in refuelling time.

C. Customer reluctance can be tied to range anxiety, refuelling time and lack of charging points (and petrol heads). The charger network continues to expand and battery tech, such as silicon loaded anodes (see, eg, Talga (ASX: TLG)), will improve charging time and capacity.

D. Certainly recession must always be a consideration. Pulling up the drawbridge makes it a self-fulfilling prediction. If everyone has mass layoffs in preparation for a recession … I suppose it’s just musical chairs … just hope the music never stops.

E. As to the accuracy of AI classification, there are standards set out in the roadmap to AD. Mercedes is at Level 3 using Valeo’s SCALA 2. In the case of an unfamiliar or unrecognized situation, I assume the systems should be programmed to err on the side of caution. As in medical tech, it’s better to over-diagnose than to under-diagnose. It is my opinion that Valeo and Mercedes are using TeNNs software, and I’m reinforced in this belief by Sean’s recent acknowledgement that they have an algorithm product as well as the IP.

F. I think that part of the TeNNs development will be in developing the models, which can be a time-consuming exercise, as the ChatGPT experience shows. Fortuntely we have Edge Impulse to assist.

G. The other thing that Sean did was to kill off the Akida 1 baby chip manufacture and sales. Of course, as he said, the problem at the low end of the market is that “near enuf is good enuf”. Not so for space, ADAS/AD or medical, etc.

I. Space is an ideal marketing flagship – harsh environment, limited power, autonomous action required due to inaccessibility.

All in all, I’m bullish, and I am buoyed by Sean’s confirmation of algorithms as a product.
I completely fail to understand item G?? Why would he do that for?

That chip as I understand is fine for simpler tasks.

That could be the bread and butter chip selling in the many millions! Generating some income while we wait for TENNs to take off.

H: Stealth! Yea the military all over the world will be interested, LOL.
 
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Diogenese

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Hey Dio,

You raise some really good points,

A: I hope so too, but if there was a friend of a friend who was a 3rd party, who's to say?

B / C: Range anxiety is the real crux of the matter. If someone told you that you could only do 300km in you ICE car between stops, would you care? For a battery car you definitely would. And while there may be better technologies, some aren't available yet, and when they are do you think someone's going to swap out a recharger built with older technology that's been installed in the middle of the desert immediately? Unfortunately these things take time, just like consumers changing their mindsets.

D: That's a good point, and which probably contributes towards the wilder economy swings we see. The flip side is the recoveries are also usually a lot stronger.

E: I certainly hope so. Algorithms are a bit harder to quantify as they won't run as efficiently on other hardware but will still run with the high accuracies you're seeing. I would hope there were licensing agreements of sorts, or what's to stop someone running an algorithm on a different chip that's almost as good?

F: That's a fair point that I overlooked. They will need to train new models as TENNs uses more of an RNN architecture from memory. I still think $20m is still a stretch for this but Shaun didn't really allude to what timeframes he was talking about.

G: That's a bit of a conflicting one to me. If they were in the business of manufacturing chips, they'd need to allocate more staff towards something with higher overheads and smaller gains. This has the risk of higher costs upfront, and hence more capital raises. If they don't sell well, that's millions not being used that would lead to more capital raises. Space is better with rad-hard versions, which means more costs. Then there's storage and logistics, and what you could argue is a distraction from the main focus of the business. Shaun is focusing on the big customers in the hope that one big one will payoff for all the effort invested

H: I had some difficulty understanding this one

I: Fully agree. I'm guessing management were hoping a positive space story would have kept the SP afloat and may have had to change tack when the satellite went quiet. Could be part of the reason for the SPP.
H: NDA
 
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Guzzi62

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Frangipani

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Good Morning Chippers ,

Stolen from the smouldering orifice , Courtesy of Fact Finder.

Hi All

With the addition of Lockheed Martin my personal list of Brainchip engagements moves to 67:

1. FORD

2. VALEO

3. RENESAS

4. NASA

5. TATA Consulting Services

6. MEGACHIPS

7. MOSCHIP

8. SOCIONEXT

9. PROPHESEE

10. VVDN

11. TEKSUN

12. Ai LABS

13. NVISO

14. EMOTION 3D

15. ARM

16. EDGE IMPULSE

17. INTEL

18. GLOBAL FOUNDRIES

19. BLUE RIDGE ENVISIONEERING

20. MERCEDES BENZ

21. ANT 61

22. QUANTUM VENTURA

23. INFORMATION SYSTEM LABORATORIES

24. INTELLISENSE SYSTEMS

25. CVEDIA

26. LORSER INDUSTRIES

27. SiFIVE

28. IPRO SILICONE

29. SALESLINK

30. NUMEM

31. VORAGO

32. NANOSE

33. BIOTOME

34. OCULI

35. CIRCLE8 CLEAN TECHNOLOGIES

36. AVID GROUP

37. TATA ELXSI

38. GMAC INTELLIGENCE

39. EDGX

40. EUROPEAN SPACE AGENCY

41 UNIGEN

42. iniVation

43. SAHOMA CONTROLWARE

44. MAGIK EYE

45. MYWAI

46. INFINEON

47. ERICSSON

48. MICROCHIP

49. ONSEMI

50. IPSOLON RESEARCH

51. UBH - HELLAS

52. ACCENTURE

53. FRONTGRADE GAISLER

54. DELL Technologies

55. BOSTON DYNAMICS

56. AIRBUS

57. NEUROBUS

58. LOCKHEED MARTIN MFC

59. University of Virginia

60. University of Oklahoma

61.’Arizona State University

62. Carnegie Mellon University

63. Rochester Institute of Technology

64. Drexel University

65. Cornell Tech - founded by Cornell University & Technion - Israel Institute of Technology

66. University of Western Australia

67. Penn State University

My opinion only DYOR

Fact Finder

I see that Fact Finder - as to be expected - has updated his personal list of ‘companies and institutions which have been confirmed as engaged with Brainchip’ to include Boston Dynamics.

Now, the question is, do BD really measure up to his stringent selection criteria?!

IMG_5078.jpeg


“Confirmed as engaged with BrainChip” is of course a rather nebulous concept.
Does that include companies and institutions whose testing of Akida was made aware to BrainChip solely by virtue of an academic paper, detailing specific research our company had no idea was happening, as opposed to companies and institutions engaging with BrainChip openly or behind NDAs on a mutual basis? Personally, I’d rather not refer to the former as being “engaged with BrainChip”, since to me “engaged with” implies more than a one-time sales transaction via shop.brainchipinc.com - I’d much prefer categorising them as “companies and institutions researching Akida” (or similar) in order to differentiate.

As I laid out previously, Ericsson could possibly fall into that category: Although a December 2023 academic paper revealed that six Ericsson researchers had experimented with AKD1000 and “developed a solar-powered AI-enabled ZE-IoT camera device with neuromorphic computing”, there has been no solid evidence to date we are actually engaged with them in that wider, mutual sense, as neither company has publicly confirmed such an engagement.

According to FF’s own words here on TSE (Feb 27), he was disappointed that “my questions as to whether Brainchip was aware of Ericsson’s 2023 published paper ‘Towards 6G Zero-Energy Internet of Things: Standards, Trends, and Recent Results’ , and if they had confirmed or verified the results covering the use of energy harvesting from typical indoor lighting to run AKIDA, went unanswered.” [the context being the February 2024 Virtual Investor Roadshow].


But regardless of how we define “confirmed as engaged with BrainChip”, you gotta wonder how Boston Dynamics made FF’s list at all:

Was there any press release? NO.

Any academic papers involving Boston Dynamics or Hyundai researchers? NO.

Any ASX announcement? NO.

Any direct communication with Tony Dawe or Sean Hehir? NO.


Any wild speculation by Fact Finder after he had rehashed info - first posted here on TSE - about the Fraunhofer HHI researchers using an Akida Rasperry Pi in their neuromorphic wireless cognition video, which resulted in him drawing hasty conclusions that this research was about a potential neuromorphic model upgrade of Spot, the iconic Boston Dynamics robot dog (basing his assumption solely on the fact that the Berlin researchers had used one of their Spot robot dogs for that demo) and subsequently posting unsupported claims that Fraunhofer must be doing contract research for Boston Dynamics/Hyundai? YES.

Please read this post of mine
https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/post-433491
to find out it was actually the German Federal Ministry of Education and Research (Bundesministerium für Bildung und Forschung aka BMBF) that financed the Fraunhofer HHI research resulting in the development of said neuromorphic wireless cognition PoC for remote robot control via 6G.

Alternatively, to cut a long story short, you may simply want to have a look at the following LinkedIn post by Mehdi Heshmati - one of the Berlin researchers - reposting a post by his employer confirming the public funding source (the same info can be found in the YouTube video’s description box, btw):

DE0B135E-E9A5-4E35-8B38-15705BE1C616.jpeg



To date, there is no solid evidence that we are engaged with Boston Dynamics, and while absence of evidence does not equate to evidence of absence, FF fails to stick to his self-declared selection criteria by adding BD to his personal list.

How does that align with his recent pompous words over on HC (July 3)?
“It is obvious from the comments of some that my posting is being attacked. I don’t care and neither should you. If these anonymous posters can show that what I post is factually incorrect I am sure this will be broadcast far and wide but I try to take care to ensure that I only post as the name implies Facts. Let the Facts speak for themselves and just ignore the abusers. These posters only become relevant when someone responds otherwise they remain the drunk at the end of the bar.”

IMO, the best piece of advice that FF has ever given is that you should not give any weight to unsupported claims by anonymous forum posters until you have verified them for yourselves.

DYOR.

And indeed, let the FACTS speak for themselves…
 
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Frangipani

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I didn't see this before:

Learning How to Learn: Neuromorphic AI Inference at the Edge​

Q&A with Peter Van Der Made, BrainChip Founder and Chief Technology Officer​




White paper:


A good (re)read for sure, but just FYI - this Q&A with PVDM was first published two years ago, almost to the day:

74EC255D-E2D2-4B86-B269-3B4FAA998DE5.jpeg



I wish Wevolver would provide the original publication date of articles & podcasts they repost on behalf of our company (we pay them for doing so).

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Guzzi62

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A good (re)read for sure, but just FYI - this Q&A with PVDM was first published two years ago, almost to the day:

View attachment 68489


I wish Wevolver would provide the original publication date of articles & podcasts they repost on behalf of our company (we pay them for doing so).

View attachment 68490
Jeez, I didn't notice that but thinking about it, read it before.

Sorry to everybody for providing old info but still a good read where he explains the workings/advantages of Akida in a langue everyone can understand.
 
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Hi DB

Apols a bit late.

Hectic day & not had chance to jump on my charts but had a quick look at a basic one on my phone just now.

Just some simple thoughts, not advice as they say, as not looked at my usual indicators on my charts.

I would consider possible resist areas in the mid/upper 20s then low/mid 30s.

On the first chart for 2 mths, I don't suspect a traditional C&H as per my red markup as well as my earlier comment re primarily an uptrend pattern.

Can see on the SP moves what could be considered the left lip, the curve down for the the cup and then the rise to the right lip.

The thing that bothered me is generally the volume follows the same flow. High on the left, decreasing, bottoming then rising to the right lip. Volume has been up and down.

If you look at a slightly wider 3 Mth view on my second chart I see more like 2 ranging areas. Given these are occuring near a bottom of a downtrend I suspect more of a churn / accumulation imo. The same effect can happen at higher prices as distribution.

I also highlighted today's bar as if looking from a VSA (volume spread analysis) view then this bar is obviously bullish.

Though one bar doesn't make a trend.

That's not to say the SP may retest/pullback lower (creating a handle over a few days to follow a C&H pattern of sorts) given also the shorters desires but overall the price had a wider spread than recent bars and closed just off its high indicating buyers pushing.

This can also sometimes happen off an IPO or raise (like recently) if some who participated want to try for a quick say 15-30% flip. Give price a nudge, attract some retail to join in and then offload on the rise.

The volume comes from sellers (as they hold the shares obviously) but the supply didn't overwhelm the buyers, they kept pushing. If buyers are still present tomoz and continue we could see this as also a possible move to entice some shorts to close positions. I don't suspect (be happy if did) it to create a massive short squeeze but any buy backs would obviously assist the genuine buyers & the SP.

View attachment 68365 View attachment 68366
Hi again @DingoBorat

Just had quick chart look on ph again after yesterday's bar.

As suggested there was a push down however, yesterdays action has created an inside bar.

This is a 2 bar pattern where the second bar sits inside of the proceeding bars high and low.

They are tricky as no clear definite indication of breakout as can be considered a reversal or continuation of prior trend. They do though show a pause and possibly shift in buy / sell momentum, particularly at a high or at a bottom.

The fact that we have had a longer term downtrend till more recently appearing to have moved more sideways / ranged (6 mth chart 1) suggests to me anyway, that we could be looking more reversal especially as this area can be shown, by looking at a longer term chart, as being a previous strong zone of support (1 yr chart 2).

Next week or two could be interesting. Just my thoughts.

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Slade

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I see that Fact Finder - as to be expected - has updated his personal list of ‘companies and institutions which have been confirmed as engaged with Brainchip’ to include Boston Dynamics.

Now, the question is, do BD really measure up to his stringent selection criteria?!

View attachment 68477

“Confirmed as engaged with BrainChip” is of course a rather nebulous concept.
Does that include companies and institutions whose testing of Akida was made aware to BrainChip solely by virtue of an academic paper, detailing specific research our company had no idea was happening, as opposed to companies and institutions engaging with BrainChip openly or behind NDAs on a mutual basis? Personally, I’d rather not refer to the former as being “engaged with BrainChip”, since to me “engaged with” implies more than a one-time sales transaction via shop.brainchipinc.com - I’d much prefer categorising them as “companies and institutions researching Akida” (or similar) in order to differentiate.

As I laid out previously, Ericsson could possibly fall into that category: Although a December 2023 academic paper revealed that six Ericsson researchers had experimented with AKD1000 and “developed a solar-powered AI-enabled ZE-IoT camera device with neuromorphic computing”, there has been no solid evidence to date we are actually engaged with them in that wider, mutual sense, as neither company has publicly confirmed such an engagement.

According to FF’s own words here on TSE (Feb 27), he was disappointed that “my questions as to whether Brainchip was aware of Ericsson’s 2023 published paper ‘Towards 6G Zero-Energy Internet of Things: Standards, Trends, and Recent Results’ , and if they had confirmed or verified the results covering the use of energy harvesting from typical indoor lighting to run AKIDA, went unanswered.” [the context being the February 2024 Virtual Investor Roadshow].


But regardless of how we define “confirmed as engaged with BrainChip”, you gotta wonder how Boston Dynamics made FF’s list at all:

Was there any press release? NO.

Any academic papers involving Boston Dynamics or Hyundai researchers? NO.

Any ASX announcement? NO.

Any direct communication with Tony Dawe or Sean Hehir? NO.


Any wild speculation by Fact Finder after he had rehashed info - first posted here on TSE - about the Fraunhofer HHI researchers using an Akida Rasperry Pi in their neuromorphic wireless cognition video, which resulted in him drawing hasty conclusions that this research was about a potential neuromorphic model upgrade of Spot, the iconic Boston Dynamics robot dog (basing his assumption solely on the fact that the Berlin researchers had used one of their Spot robot dogs for that demo) and subsequently posting unsupported claims that Fraunhofer must be doing contract research for Boston Dynamics/Hyundai? YES.

Please read this post of mine
https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/post-433491
to find out it was actually the German Federal Ministry of Education and Research (Bundesministerium für Bildung und Forschung aka BMBF) that financed the Fraunhofer HHI research resulting in the development of said neuromorphic wireless cognition PoC for remote robot control via 6G.

Alternatively, to cut a long story short, you may simply want to have a look at the following LinkedIn post by Mehdi Heshmati - one of the Berlin researchers - reposting a post by his employer confirming the public funding source (the same info can be found in the YouTube video’s description box, btw):

View attachment 68478


To date, there is no solid evidence that we are engaged with Boston Dynamics, and while absence of evidence does not equate to evidence of absence, FF fails to stick to his self-declared selection criteria by adding BD to his personal list.

How does that align with his recent pompous words over on HC (July 3)?
“It is obvious from the comments of some that my posting is being attacked. I don’t care and neither should you. If these anonymous posters can show that what I post is factually incorrect I am sure this will be broadcast far and wide but I try to take care to ensure that I only post as the name implies Facts. Let the Facts speak for themselves and just ignore the abusers. These posters only become relevant when someone responds otherwise they remain the drunk at the end of the bar.”

IMO, the best piece of advice that FF has ever given is that you should not give any weight to unsupported claims by anonymous forum posters until you have verified them for yourselves.

DYOR.

And indeed, let the FACTS speak for themselves…
Do you feel better now.
 
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Tothemoon24

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I see that Fact Finder - as to be expected - has updated his personal list of ‘companies and institutions which have been confirmed as engaged with Brainchip’ to include Boston Dynamics.

Now, the question is, do BD really measure up to his stringent selection criteria?!

View attachment 68477

“Confirmed as engaged with BrainChip” is of course a rather nebulous concept.
Does that include companies and institutions whose testing of Akida was made aware to BrainChip solely by virtue of an academic paper, detailing specific research our company had no idea was happening, as opposed to companies and institutions engaging with BrainChip openly or behind NDAs on a mutual basis? Personally, I’d rather not refer to the former as being “engaged with BrainChip”, since to me “engaged with” implies more than a one-time sales transaction via shop.brainchipinc.com - I’d much prefer categorising them as “companies and institutions researching Akida” (or similar) in order to differentiate.

As I laid out previously, Ericsson could possibly fall into that category: Although a December 2023 academic paper revealed that six Ericsson researchers had experimented with AKD1000 and “developed a solar-powered AI-enabled ZE-IoT camera device with neuromorphic computing”, there has been no solid evidence to date we are actually engaged with them in that wider, mutual sense, as neither company has publicly confirmed such an engagement.

According to FF’s own words here on TSE (Feb 27), he was disappointed that “my questions as to whether Brainchip was aware of Ericsson’s 2023 published paper ‘Towards 6G Zero-Energy Internet of Things: Standards, Trends, and Recent Results’ , and if they had confirmed or verified the results covering the use of energy harvesting from typical indoor lighting to run AKIDA, went unanswered.” [the context being the February 2024 Virtual Investor Roadshow].


But regardless of how we define “confirmed as engaged with BrainChip”, you gotta wonder how Boston Dynamics made FF’s list at all:

Was there any press release? NO.

Any academic papers involving Boston Dynamics or Hyundai researchers? NO.

Any ASX announcement? NO.

Any direct communication with Tony Dawe or Sean Hehir? NO.


Any wild speculation by Fact Finder after he had rehashed info - first posted here on TSE - about the Fraunhofer HHI researchers using an Akida Rasperry Pi in their neuromorphic wireless cognition video, which resulted in him drawing hasty conclusions that this research was about a potential neuromorphic model upgrade of Spot, the iconic Boston Dynamics robot dog (basing his assumption solely on the fact that the Berlin researchers had used one of their Spot robot dogs for that demo) and subsequently posting unsupported claims that Fraunhofer must be doing contract research for Boston Dynamics/Hyundai? YES.

Please read this post of mine
https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/post-433491
to find out it was actually the German Federal Ministry of Education and Research (Bundesministerium für Bildung und Forschung aka BMBF) that financed the Fraunhofer HHI research resulting in the development of said neuromorphic wireless cognition PoC for remote robot control via 6G.

Alternatively, to cut a long story short, you may simply want to have a look at the following LinkedIn post by Mehdi Heshmati - one of the Berlin researchers - reposting a post by his employer confirming the public funding source (the same info can be found in the YouTube video’s description box, btw):

View attachment 68478


To date, there is no solid evidence that we are engaged with Boston Dynamics, and while absence of evidence does not equate to evidence of absence, FF fails to stick to his self-declared selection criteria by adding BD to his personal list.

How does that align with his recent pompous words over on HC (July 3)?
“It is obvious from the comments of some that my posting is being attacked. I don’t care and neither should you. If these anonymous posters can show that what I post is factually incorrect I am sure this will be broadcast far and wide but I try to take care to ensure that I only post as the name implies Facts. Let the Facts speak for themselves and just ignore the abusers. These posters only become relevant when someone responds otherwise they remain the drunk at the end of the bar.”

IMO, the best piece of advice that FF has ever given is that you should not give any weight to unsupported claims by anonymous forum posters until you have verified them for yourselves.

DYOR.

And indeed, let the FACTS speak for themselves…
I believe you have an issue with FF and if he said it was a perfect day the sun shining you would say it is in fact not a perfect day by definition as there are clouds in the sky.
I guess thats life as there is always competition to lead the pack.
In saying that BRN is what I hope becomes successful after many years of supporting it and all this measuring of who speaks with a forked tongue that spices the rd alone the way.
Go Brainchip.
 
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IloveLamp

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I can't help but feel with the retirement of the founders and the exit of certain staff plus the constant suppression of the sp,......something big could be in the pipeline .

There is no doubt in my mind someone desperately wants the sp to stay low, and not only for accumulation.

Takeover is a possibility imo. Time will tell but it is all very odd, and i don't see the founders stepping back if success was not at hand.

Dyor, speculation only

If and when the time comes, personally i will not be deceived into accepting peanuts when we are worth diamonds.
 
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I can't help but feel with the retirement of the founders and the exit of certain staff plus the constant suppression of the sp,......something big could be in the pipeline .

There is no doubt in my mind someone desperately wants the sp to stay low, and not only for accumulation.

Takeover is a possibility imo. Time will tell but it is all very odd, and i don't see the founders stepping back if success was not at hand.

Dyor, speculation only

If and when the time comes, i will not accept peanuts when we are worth diamonds.
I doubt a takeover as they seem to be advertising his roll

 
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