BRN Discussion Ongoing

[jtardif999]

100% agree with you. Apple, google can take decisions because they are profit making companies and their management have an established reputation. These companies are worth trillions of dollars and one executive order from Trump can kill them.
In case of brainchip we are not established, just moving to US without any positivity will only ruin us. On top how many holders are confident with current management that they will do in best interests of holders? And upto now how many times they taken the right decisions?
So let the management proved their worth to us before asking any sacrifice.
Dyor

Ok rgupta I think everyone gets your message. If you keep repeating yourself it just becomes spam. I think we all need to wait and see what the company provides in the way of a path forward to moving to the US. There are two things that they have said that we should hold on to here;
1) they’ve said a number of times that 2025 will be a make or break year - so we should expect more significant news to make the share price move north before any move.
2) they will provide more details on the move closer to the AGM and we should expect them to explain EVERYTHING about it to us and not expect anything less.

 

[JB49]

In 2023 Paul stated the following of Brainchip when we announced we have validated Akida in the Arm Cortex M85 processor:
“In order to serve the diverse and growing IoT market, developers require a new standard of secure, high-performance microcontrollers, combined with endpoint ML capabilities,” said Paul Williamson, SVP and GM, IoT Line of Business at Arm. “The integration of Arm’s highest performance microcontroller with the Akida portfolio enables our partners to deliver on this potential and efficiently handle advanced machine learning workloads.”

Note in the presentation he mentions - What my team work on typically takes at least five years till it's appearing in the market. So the technology my team are defining today goes to our fantastic silicon Partners like Scott and they put that into devices that we then need to make to available to Developers for about five years in the future. So we're constantly scanning the Horizon of what compute needs will exist in the world in 10 years time.

 

[Iseki]

Currently our Patents hold our true value, and it's much more than 410 Million AUD or more to the point 258.3 Million USD

Please, can we ALL be honest, I'm 10 years in, like many other long termers, it has not been an easy journey, yet I, like many I'd
suggest are to a point, emotionally rusted on, we believe in Peters et al technology, we question the resistance to 100% commitment
by major companies, who sing our praises, I fully understand why we turned on a dime when Sean sold his 5 year business plan to the
Board, we simply couldn't afford to go the chip route on our own, some seem to have conveniently forgotten about the near on 21
million AUD that was wasted on the "Studio" path, it was not good, I can't share what I know about Studio, but it wasn't as good as
many first thought.

Akida 1000 was born, and it was brilliant, it's so good it's being referenced as I speak, yes we now have AKD 1500, yes we now have
AKD II, but the communication from within the company to shareholders has been what I'd term mildly misleading, has it been taped
out, is it being taped out, has another entity taken charge of the fab process etc etc.

Then we have TENN's....yes it appears to be brilliant, space state models, yes we are engaged with very big market players, BUT many of
us are really frustrated, we have such a great technology, we have such a great team, all have the integrity that makes me want to stay
invested, but the allegedly 100 plus NDA's, I simply don't believe that anymore, I'm sorry, I just don't buy those comments any longer.

I trust Peter and Anil 100%......but as mentioned before, by mid 2026, which is so generous, that's 11.5 years of waiting for stable revenue,
I will be done....we need solid results, not solid lines joining dots !

I'm not normally this negative, but the suppression or manipulation of our share price seems to be getting the better of me lately.

I apologize for the moaning..............Tech

Well said, and love your commitment to BRN. I'm in similar position and will one day soon pull my support from BRN to support my kids.

Investing in BRN is an exciting/frustratimng ride and the only issue I have is that while we obviously have the technology to do great things, the use-cases we come up with are not exciting.

we desperatly need use cases that disrupt existing profitable markets. eg networking, games etc, instead we are looking to invent new use-cases that do things that no one else can do as a means of "validating" what we know works.

Why don't we have a homebuilt router where the cybersecurity is pushed to at least FPGA hardware?
Why aren't we working with a video game developer to put generative AI in a hand held device?
We need LLM's that contexturalize our personal data, not fridge trouble shooting guides.
etc, etc

Only extremely popular use-cases will be able to justify making a chip specific to that data model, so it's a mistake to chase use cases that would only meet the needs of a small market.

Remember the Hitchhikers guide? Give us glasses that tell us when we are stressed, not when we are about to have a seizure because we forgot to take our medication.

 

[Smoothsailing]

I believe we do have at least one of the suggestions you have mentioned below, eg Nintendo and the router is under development with quantum venture’s.

Why don't we have a homebuilt router where the cybersecurity is pushed to at least FPGA hardware?
Why aren't we working with a video game developer to put generative AI in a hand held device?
We need LLM's that contexturalize our personal data, not fridge trouble shooting guides.
etc, etc

 

[Pom down under]

#cla #mercedesbenz #ai #mbos #innovation #leadincarsoftware | Magnus Östberg | 25 comments

➡️ Time for some exciting news! Soon we will have the global premiere of our new #CLA and this means our new Mercedes-Benz Operating System, MB.OS, is in its final phase of development. As the countdown begins, I thought this would be a good opportunity to reiterate the back story to what is...

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#mbos #cla #sdv #software #digital #ai | Magnus Östberg

Welcome to part two of my #MBOS mini-series. This time, I wanted to talk about how we’ve been able to achieve our key objective, which is to deliver a radically new and personalised user experience. MB.OS is our comprehensive new chip-to-cloud architecture that will be central to every future...

www.linkedin.com

LinkedIn Login, Sign in | LinkedIn

Login to LinkedIn to keep in touch with people you know, share ideas, and build your career.

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[HopalongPetrovski]

Ok rgupta I think everyone gets your message. If you keep repeating yourself it just becomes spam. I think we all need to wait and see what the company provides in the way of a path forward to moving to the US. There are two things that they have said that we should hold on to here;
1) they’ve said a number of times that 2025 will be a make or break year - so we should expect more significant news to make the share price move north before any move.
2) they will provide more details on the move closer to the AGM and we should expect them to explain EVERYTHING about it to us and not expect anything less.

Agree. If they expect us to vote on the proposed transfer to an American exchange at the AGM, then I would expect more definitive explanations and likely share price boosting announcements sometime over the next month or so.
They won't want to leave it too close to the event as some people will potentially be casting their votes early and about this time will be starting to clash with both Easter and a federal election.
The way naysayer's are whipping up negatives around this the BOD needs something that will curry favour amongst a weary group of holder's and swing support their way.
Hopefully they will be able to provide a couple or a few revenue producing partnerships during this time to both shore up investor support and energise the LDA credit raising.

Even if, however, they are intending to hold an EGM later in the year to try and pass the redomicile they must still be expecting it to be the hot topic at this AGM and I guess that will be the latest we will have to wait to get more detailed information and projected timelines.

At the very least I hope they are cognisant of the potential issues faced by many of us with holdings in super funds and do whatever is within their power that promotes a bump in valuation so we can exit (if need be) with some dignity and perhaps a little profit.

 

[Diogenese]

Agree. If they expect us to vote on the proposed transfer to an American exchange at the AGM, then I would expect more definitive explanations and likely share price boosting announcements sometime over the next month or so.
They won't want to leave it too close to the event as some people will potentially be casting their votes early and about this time will be starting to clash with both Easter and a federal election.
The way naysayer's are whipping up negatives around this the BOD needs something that will curry favour amongst a weary group of holder's and swing support their way.
Hopefully they will be able to provide a couple or a few revenue producing partnerships during this time to both shore up investor support and energise the LDA credit raising.

Even if, however, they are intending to hold an EGM later in the year to try and pass the redomicile they must still be expecting it to be the hot topic at this AGM and I guess that will be the latest we will have to wait to get more detailed information and projected timelines.

At the very least I hope they are cognisant of the potential issues faced by many of us with holdings in super funds and do whatever is within their power that promotes a bump in valuation so we can exit (if need be) with some dignity and perhaps a little profit.

"Curry flavour"? - why do you think we are moving to India?

 

[Iseki]

I believe we do have at least one of the suggestions you have mentioned below, eg Nintendo and the router is under development with quantum venture’s.

Why don't we have a homebuilt router where the cybersecurity is pushed to at least FPGA hardware?
Why aren't we working with a video game developer to put generative AI in a hand held device?
We need LLM's that contexturalize our personal data, not fridge trouble shooting guides.
etc, etc

Hope so.

Re the cybersecurity: Let's make it official with an agreement between us and QV, with a budget and a timeframe. Send out an EOI to all the big network hardware providers. Make an ann. to the ASX. Drive the SP higher.

Re nintendo: Let's get a deal to provide them with ML software to add to their proprietary game engine that would work with akida2. Ann it to ASX. Sendout an EOI to all the game developers for nintendo. Make another ann to ASX, drive the SP higher.

 

[Bravo]

MSN

EXTRACT ONLY

 

[jtardif999]

Me again.

I had to pop out for a couple of hours and have only just finished watching the whole of the previously posted Moschip Digital Sky video.

Here's a screen-shot at 18.17 mins and this is when Vishal Patil, SVP Product Engineering Moschip, goes on to describe the Connected Use Cases of Synergies. Examples are shown where AI intersects with areas including home automation (AI driven devices & appliances, energy efficiency ( AI-powered sensors and devices that can adjusting heating and cooling based on occupancy - NOW WHERE HAVE I HEARD THAT USE CASE DESCRIBED BEFORE ), enhanced healthcare (AI enabled diagnostics), factory automation (defect detection), and automotive (driver distraction, pose estimation, voice Bot).

It's all sounding very promising if you ask me.

DYOR. IMO of course.





View attachment 78755

I remember way back 2-3 years back reading something from Moschip (when their SP was still about 6 rupees) saying they were pretty keen to take an IP licence with Akida1, then nothing after that.

 

[manny100]

Ok rgupta I think everyone gets your message. If you keep repeating yourself it just becomes spam. I think we all need to wait and see what the company provides in the way of a path forward to moving to the US. There are two things that they have said that we should hold on to here;
1) they’ve said a number of times that 2025 will be a make or break year - so we should expect more significant news to make the share price move north before any move.
2) they will provide more details on the move closer to the AGM and we should expect them to explain EVERYTHING about it to us and not expect anything less.

Great post. You have managed to make simple what many posters find excruciatingly complex. They are not coping at all over on the crapper.

 

[Smoothsailing]

Hope so.

Re the cybersecurity: Let's make it official with an agreement between us and QV, with a budget and a timeframe. Send out an EOI to all the big network hardware providers. Make an ann. to the ASX. Drive the SP higher.

Re nintendo: Let's get a deal to provide them with ML software to add to their proprietary game engine that would work with akida2. Ann it to ASX. Sendout an EOI to all the game developers for nintendo. Make another ann to ASX, drive the SP higher.

The CEO will be negotiating these deals in the manner he currently is, however if you feel like your idea’s are suitable send them on to Tony asking for Sean’s thoughts .
The quantum deal I would love to hear or see a presentation soon about a USB stick designed with Brainchip that’s high in the wish list.

 

[HopalongPetrovski]

"Curry flavour"? - why do you think we are moving to India?

 

[Pom down under]

The CEO will be negotiating these deals in the manner he currently is,

 

[JB49]

MSN

EXTRACT ONLY

View attachment 78854

I'm reading rumours about the Switch 2 having a chat function. If it also has some sort of voice recognition function that could be where they utilise Akida?

 

[Townyj]

Well said, and love your commitment to BRN. I'm in similar position and will one day soon pull my support from BRN to support my kids.

Investing in BRN is an exciting/frustratimng ride and the only issue I have is that while we obviously have the technology to do great things, the use-cases we come up with are not exciting.

we desperatly need use cases that disrupt existing profitable markets. eg networking, games etc, instead we are looking to invent new use-cases that do things that no one else can do as a means of "validating" what we know works.

Why don't we have a homebuilt router where the cybersecurity is pushed to at least FPGA hardware?
Why aren't we working with a video game developer to put generative AI in a hand held device?
We need LLM's that contexturalize our personal data, not fridge trouble shooting guides.
etc, etc

Only extremely popular use-cases will be able to justify making a chip specific to that data model, so it's a mistake to chase use cases that would only meet the needs of a small market.

Remember the Hitchhikers guide? Give us glasses that tell us when we are stressed, not when we are about to have a seizure because we forgot to take our medication.

We have smart watches that show us how stressed we are already.... Moving into an unknown area like seizures is huge, people still take med's and have attacks. These glasses aren't some gimmick like the Rayban Meta ones, those do exactly what a smartphone or smartwatch does.

Proving a tech works from top to bottom is what Brainchip are doing.. not making some gimmick that will have a quick win. We want long term inventions with Akida that can be built upon and last for years/decades to come.

 

[keyeat]

There are a number of likes on that post worth drawing attention to, although Mr Lewis is ex Qualcomm so there's that, having said that, Evgeni has been liking BRN post for the past 2 or 3 years.

Others worth looking at below View attachment 78814 View attachment 78815 View attachment 78816 View attachment 78817 View attachment 78818 View attachment 78819 View attachment 78820

Don't forget this little apple (Machine Learning Engineering Manager)

 

[TheDrooben]

I'm reading rumours about the Switch 2 having a chat function. If it also has some sort of voice recognition function that could be where they utilise Akida?

Maybe Tony will walk out on stage with a Nintendo Switch 2 under his arm.........

 

[Deadpool]

Maybe Tony will walk out on stage with a Nintendo Switch 2 under his arm.........

View attachment 78861

Or a gesture controlled marital aid

.

 

[HopalongPetrovski]

Or a gesture controlled marital aid

.

I'd recon that's more of a hurgle gurgle than a KFC.