BRN Discussion Ongoing

[7für7]

Since Bravo has recently been using ChatGPT as a source more often, I thought I’d give it a try too… I should have just left it alone

The probability that Mercedes will equip its new CLA with BrainChip Skids depends on several factors:

1. Previous Collaboration: Mercedes has already used BrainChip in the Vision EQXX, showing that they are open to the technology.

2. Technological Need: If Mercedes requires particularly energy-efficient AI processing for the CLA, BrainChip could be an option.

3. MB.OS Strategy: Mercedes is developing its own operating system, MB.OS. If they prioritize larger partners like Nvidia or Qualcomm, this could reduce BrainChip’s chances.

4. Skid Technology: If BrainChip’s Skids offer meaningful applications for the CLA (e.g., advanced driver assistance or infotainment), the likelihood increases.

Assessment:

Without insider information, it’s difficult to determine an exact probability. However, based on these factors, I would estimate a moderate to low probability – perhaps 20-40%, unless new information emerges.

 

[7für7]

IR confirmed recently that we still have a commercial relationship with the marquee clients disclosed on the " Why Invest" section of the website.
Mercedes included as a major client.
If any of the marquee clients drop off that section of the website will be amended.
" Marquee brands include Mercedes, Valeo, Vorago, and NASA, and commercial IP licenses with Renesas and MegaChips. Commercial availability of semiconductor chips, IP, tools, and boards."

BrainChip Investor Portal

investors.brainchip.com

Yes I know that. I’m just curious, if we are involved, on wich form. And if they will mention us or we will just be part of them without further details.

 

[MDhere]

Remember this corker of a quote from Spencer Huang, Chief Revenue Officer at Edge Impulse when he was being interviewed by Nandan Nayampally, CMO at BrainChip in the January 2024 podcast.

"I really applaud BrainChip for your technology and your intellectual property and I see every silicon vendor, every device will have your technology or neuromorphic-type technology in it. AI accelerate. This is going to be the norm."

11.54 mins



Then there was also the January 2025 podcast where Spencer Huang talked about how AKIDA is pushing the boundaries of what is possible in edge AI and "making science fiction a reality".

So, if AKIDA is pushing the boundaries of what is possible in edge AI and Qualcomm want to dominate the edge AI market, then wouldn't it make sense for Qualcomm to want to collaborate with us?





View attachment 78968

The other thing to note on this when Spencer Huang (Chief Revenue Officer) did the podcast in January 2025 with Steve Brightfield, it's very likely that the Qualcomm deal was already in play and being implemented as Qualcomm and Edge Impulse were very organised with new banners and lanyards to say the least for the upcoming event for March announcement.

On the 15 january 2025 podcast at the 16.30 min mark to 17:12 sums our our continued strong involvement which I a certain Spencer Huang would have known the Qualcomm deal.




16:28
all the these exciting new products and
16:30
Innovations yeah and and I want to thank
16:32
brain chip and the listeners you know um
16:34
I mentioned this earlier before there
16:36
was a a lot of this cool stuff maybe we
16:39
we talk about science fiction but with
16:41
brain chip and what we're doing and
16:43
we're pushing the boundaries and we're
16:45
we're making this science fiction into
16:47
reality and so we're making these
16:49
devices smarter one one one device at a
16:52
time and really do appreciate kind of
16:54
Through The Years working and partnering
16:56
with you as we're starting to turn this
16:57
into a reality
16:59
well Spencer thank you very much from
17:01
brain chip for your continued support
17:03
and our collaboration and we look to do
17:05
a lot of exciting uh uh you know
17:08
demonstrations and uh product
17:10
realizations in 2025 absolutely thank
17:12
you everyone thank you

 

[TECH]

From Phil on hotcrapper

Valuing BrainChip’s IP as a standalone asset (assuming the company were sold purely as an IP play) requires assessing several factors, including:

• Patent Portfolio Strength & Breadth
• Commercial Viability & Licensing Potential
• Market Comparables (IP Sales & Acquisitions)
• Total Addressable Market (TAM) for Neuromorphic AI

1. BrainChip’s IP Portfolio Strength​

BrainChip’s core IP is centered around:

• AKIDA™ Neuromorphic Processor – A low-power AI accelerator using event-based processing.
• TENN (Temporal Event-based Neural Networks) – Optimized for always-on AI applications.
• AI Edge Processing Capabilities – Strong positioning in IoT, automotive, industrial, and consumer electronics.

BrainChip holds over 30 patents globally in neuromorphic computing, making it a pioneer in this space. However, neuromorphic computing is still anemerging field, meaning its commercial value is not yet fully realized.

2. Revenue Potential & Licensing Model​

• BrainChip’s IP value is closely tied to its licensing revenue model.
• If a company like Qualcomm, Intel, or AMD licensed AKIDA/TENN, BrainChip could generate royalty streams per chip sold.
• Licensing deals typically range from 2–5% of the ASP (average selling price) of a chip.
• If BrainChip were to capture even 1% of the edge AI market, estimated at $80B by 2030, royalties could be in the range of $500M+ annually at scale.

3. Market Comparables – How Similar IP Deals Have Been Valued​

Looking at previous semiconductor IP sales and acquisitions provides a benchmark:

Company / IP	Buyer	Valuation	Relevance
Arm Holdings (IP)	Nvidia (attempted)	$40B (deal failed)	Leading AI/CPU licensing model
Movidius (Edge AI)	Intel	$400M	AI edge processing IP
Habana Labs (AI)	Intel	$2B	Deep learning acceleration
MIPS (Processor IP)	Wave Computing	$65M	CPU IP licensing model
Ceva (DSP IP)	N/A (public)	~$800M market cap	AI & signal processing licensing model

Based on this, BrainChip’s IP value alone (excluding product revenue) could be conservatively estimated between $500M–$2B, depending on its market adoption and future licensing agreements.

4. Potential Buyers & Strategic Value​

BrainChip’s IP would be most valuable to companies looking to dominate edge AI with ultra-low-power processing:

• Qualcomm – To enhance Snapdragon/Dragonwing with neuromorphic capabilities.
• Intel – To complement its AI accelerator roadmap.
• NVIDIA – To strengthen edge AI efficiency alongside its GPU dominance.
• Apple – To enhance the Neural Engine in iPhones & Apple Silicon.
• Tesla / Automakers – For next-gen autonomous vehicle AI.

If a bidding war occurred, the valuation could push toward the higher end of the estimated range.

5. Estimated Pure IP Value Today​

Based on market comparables, licensing potential, and strategic interest, BrainChip’s IP alone could be worth:

• Low Case: ~$500M (limited licensing deals, slow adoption)
• Mid Case: ~$1B (steady licensing, first major integrations)
• High Case: ~$2B+ (if a major player like Qualcomm or NVIDIA commits to integration/licensing)

If a full acquisition were pursued, the deal could price in future growth potential, possibly exceeding $2B–$3B in a competitive buyout scenario.

Conclusion​

If BrainChip were sold today as a pure IP play, a fair valuation would likely fall in the $500M to $2B range, depending on market traction and licensing agreements. However, if a major semiconductor company commits to integrating AKIDA/TENN, the valuation could significantly increase, possibly pushing toward$3B+ in a strategic acquisition.

United States dollars $$$ - not Australian.

Cheers. Phil

Hi Smooth,

That just puts into prospective what T......Fact Finder allegedly said that, he wouldn't sell Brainchip shares for anything less than
$40.00 a share (I assume that if that is actually what he said, he was referring to AUD).

That would value our company as a stand-alone operator at around 84 Billion AUD.

As a great Australian quote, from the movie many would remember..........."Tell him he's dreaming" !!!!!!

I do know of someone who once upon a time mentioned 10.5 Billion AUD would be fair value based on todays shares listed on market.

We ALL KNOW WE HAVE SOMETHING SPECIAL, but sadly the market is still catching up, being allegedly 3 plus years ahead has presented
our company with some major headwinds, it's never ever an easy gig being so far ahead of the general masses, but once the adoption
commences, we are really positioned at the top of the grid......let the race commence.

Regards...........Tech.

 

[manny100]

Yes I know that. I’m just curious, if we are involved, on wich form. And if they will mention us or we will just be part of them without further details.

IR did not divulge that information. I guess it depends whether Mercedes want the 'future' now or later.

 

[manny100]

Hi Smooth,

That just puts into prospective what T......Fact Finder allegedly said that, he wouldn't sell Brainchip shares for anything less than
$40.00 a share (I assume that if that is actually what he said, he was referring to AUD).

That would value our company as a stand-alone operator at around 84 Billion AUD.

As a great Australian quote, from the movie many would remember..........."Tell him he's dreaming" !!!!!!

I do know of someone who once upon a time mentioned 10.5 Billion AUD would be fair value based on todays shares listed on market.

We ALL KNOW WE HAVE SOMETHING SPECIAL, but sadly the market is still catching up, being allegedly 3 plus years ahead has presented
our company with some major headwinds, it's never ever an easy gig being so far ahead of the general masses, but once the adoption
commences, we are really positioned at the top of the grid......let the race commence.

Regards...........Tech.

Yep, the market is catching up. One thing we know for sure is that we have had quite a few validation events since last Sept'24.
Traders in the main prefer Exponential moving averages (EMA's) rather than Simple moving averages because EMA's put more weight on recent events.
In our case we should be taking a leaf out of the EMA book and putting weight on the validation events since Sept'24.
Events prior to Sept'24 should be given little or no weight.
Not only is the market catching up but the future is starting to close in on us as well.

 

[Smoothsailing]

Hi Smooth,

That just puts into prospective what T......Fact Finder allegedly said that, he wouldn't sell Brainchip shares for anything less than
$40.00 a share (I assume that if that is actually what he said, he was referring to AUD).

That would value our company as a stand-alone operator at around 84 Billion AUD.

As a great Australian quote, from the movie many would remember..........."Tell him he's dreaming" !!!!!!

I do know of someone who once upon a time mentioned 10.5 Billion AUD would be fair value based on todays shares listed on market.

We ALL KNOW WE HAVE SOMETHING SPECIAL, but sadly the market is still catching up, being allegedly 3 plus years ahead has presented
our company with some major headwinds, it's never ever an easy gig being so far ahead of the general masses, but once the adoption
commences, we are really positioned at the top of the grid......let the race commence.

Regards...........Tech.

I have good feeling our lead of 3 years has its benefits altho it has been slow on the uptake it also has given us Lea way to create many more models in preparation for the masses which are now awakened to Neuromorphic compute ready for 2025/6 mass production.

 

[Smoothsailing]

From Phil on hotcrapper

Valuing BrainChip’s IP as a standalone asset (assuming the company were sold purely as an IP play) requires assessing several factors, including:

• Patent Portfolio Strength & Breadth
• Commercial Viability & Licensing Potential
• Market Comparables (IP Sales & Acquisitions)
• Total Addressable Market (TAM) for Neuromorphic AI

1. BrainChip’s IP Portfolio Strength​

BrainChip’s core IP is centered around:

• AKIDA™ Neuromorphic Processor – A low-power AI accelerator using event-based processing.
• TENN (Temporal Event-based Neural Networks) – Optimized for always-on AI applications.
• AI Edge Processing Capabilities – Strong positioning in IoT, automotive, industrial, and consumer electronics.

BrainChip holds over 30 patents globally in neuromorphic computing, making it a pioneer in this space. However, neuromorphic computing is still anemerging field, meaning its commercial value is not yet fully realized.

2. Revenue Potential & Licensing Model​

• BrainChip’s IP value is closely tied to its licensing revenue model.
• If a company like Qualcomm, Intel, or AMD licensed AKIDA/TENN, BrainChip could generate royalty streams per chip sold.
• Licensing deals typically range from 2–5% of the ASP (average selling price) of a chip.
• If BrainChip were to capture even 1% of the edge AI market, estimated at $80B by 2030, royalties could be in the range of $500M+ annually at scale.

3. Market Comparables – How Similar IP Deals Have Been Valued​

Looking at previous semiconductor IP sales and acquisitions provides a benchmark:

Company / IP	Buyer	Valuation	Relevance
Arm Holdings (IP)	Nvidia (attempted)	$40B (deal failed)	Leading AI/CPU licensing model
Movidius (Edge AI)	Intel	$400M	AI edge processing IP
Habana Labs (AI)	Intel	$2B	Deep learning acceleration
MIPS (Processor IP)	Wave Computing	$65M	CPU IP licensing model
Ceva (DSP IP)	N/A (public)	~$800M market cap	AI & signal processing licensing model

Based on this, BrainChip’s IP value alone (excluding product revenue) could be conservatively estimated between $500M–$2B, depending on its market adoption and future licensing agreements.

4. Potential Buyers & Strategic Value​

BrainChip’s IP would be most valuable to companies looking to dominate edge AI with ultra-low-power processing:

• Qualcomm – To enhance Snapdragon/Dragonwing with neuromorphic capabilities.
• Intel – To complement its AI accelerator roadmap.
• NVIDIA – To strengthen edge AI efficiency alongside its GPU dominance.
• Apple – To enhance the Neural Engine in iPhones & Apple Silicon.
• Tesla / Automakers – For next-gen autonomous vehicle AI.

If a bidding war occurred, the valuation could push toward the higher end of the estimated range.

5. Estimated Pure IP Value Today​

Based on market comparables, licensing potential, and strategic interest, BrainChip’s IP alone could be worth:

• Low Case: ~$500M (limited licensing deals, slow adoption)
• Mid Case: ~$1B (steady licensing, first major integrations)
• High Case: ~$2B+ (if a major player like Qualcomm or NVIDIA commits to integration/licensing)

If a full acquisition were pursued, the deal could price in future growth potential, possibly exceeding $2B–$3B in a competitive buyout scenario.

Conclusion​

If BrainChip were sold today as a pure IP play, a fair valuation would likely fall in the $500M to $2B range, depending on market traction and licensing agreements. However, if a major semiconductor company commits to integrating AKIDA/TENN, the valuation could significantly increase, possibly pushing toward$3B+ in a strategic acquisition.

United States dollars $$$ - not Australian.

Cheers. Phil

Fact finders responded to the above

Thanks Philip 1965 for all your GENAi analysis.

There are always issues with GENAi analysis in my experience and these are the issues I see with what has been presented.

1. In the comparison with Snapdragon technology it is clear that it is only comparing AKD1000 but does not specify this to be the case using the generic AKIDA terminology. AKD1000 while exceptional technology has been improved in further developments of the AKIDA technology family with the introduction of AKD1500, AKIDA 2.0 TENNS/Vit and Pico. For example it makes the point about AKD1000 not being able to process camera feeds with the same accuracy yet this is what AKIDA 2.0 Vit addresses even before the later advances with TENNS comes into consideration.

2. Then in considering a valuation of Brainchip it ignores the ability of AKIDA Pico to bring LLM's and GENAi to micro dot chips in unconnected low powered devices. This being something which is clearly beneficial in mobile phones but which is way beyond anything Qualcomm can offer.

3. It ignores the fact that AKD1000 has been proven as being capable of replacing GPUs for various applications by Edge Impulse, ISL, Quantum Ventura, Bascom Hunter etc;

4. It ignores the fact that AKD1000 has been shown to be capable of ZeroEnergy applications in particular cognitive communications by Ericsson and ISL which opens up commercial opportunities in 5 & 6 G networks and Satellite communication systems.

5. It ignores the fact that AKD1000 has been proven by ISL to have the ability to make all radar intelligent in ultra low power small form factor.

6. It ignores the fact that TENNS, Pleiades, aTENNuate and Centaurus have the ability to be implemented in data centres to dramatically improve the power consumption and performance of conventional data centres even if not being implemented on AKIDA technology.

7. It ignores the cyber security applications for AKD1000 proven by Quantum Ventura.

I could go on but I think you should ask your GENAi platform how up to date the information is that it relies upon to provide the analysis as it has been the case that it was running about 2 years behind. I have had many apologies when I have asked it why it did not have regard to certain known facts it advising that these facts were too recent.

I also think it would be useful to ask it to specify which AKIDA technology it is referring to rather than lumping it under the term AKIDA when AKIDA technology covers multiple iterations and presently can be manufactured in one node configurations right through to 256 node configurations based upon AKD1000 IP, AKD1500 IP and AKIDA 2.0 IP.

My opinion only DYOR

Fact Finder

 

[Slade]

Yep, the market is catching up. One thing we know for sure is that we have had quite a few validation events since last Sept'24.
Traders in the main prefer Exponential moving averages (EMA's) rather than Simple moving averages because EMA's put more weight on recent events.
In our case we should be taking a leaf out of the EMA book and putting weight on the validation events since Sept'24.
Events prior to Sept'24 should be given little or no weight.
Not only is the market catching up but the future is starting to close in on us as well.

Been some good things happen over the last 12 months for sure but we haven’t been privy to enough information for me to give our BOD a clear thumbs up. I don’t know if Sean and Antonio are the best people to take BrainChip to the next level. I will be looking for them to give some form of revenue projection at the upcoming AGM with clear timelines of what has been achieved and what is to come. Sean said at the beginning of last year that 2024 was a critical year for BrainChip. I think he said the same at the beginning of this year. I think we deserve to know what he meant by critical and whether the targets they set for last year were met and whether they are on track to meet this years targets. There has to be some visible accountability. Our previous CEO Lou Dinardo did well and from what I’ve seen I think Sean has done well building the ecosystem and partner network. But are we at a stage where we need someone with different skills. I don’t know because I have no way of knowing how well Sean is doing. I do like that Tony Lewis is actively promoting BrainChip online. Why hasn’t Sean got a social media presence? I also haven’t heard a peep out of the other members of the board. Do we now need a CEO with more confidence and charisma? I will make my mind up after I’ve listened to what is said by Sean and Antonio at this years AGM.

 

[Diogenese]

IR confirmed recently that we still have a commercial relationship with the marquee clients disclosed on the " Why Invest" section of the website.
Mercedes included as a major client.
If any of the marquee clients drop off that section of the website will be amended.
" Marquee brands include Mercedes, Valeo, Vorago, and NASA, and commercial IP licenses with Renesas and MegaChips. Commercial availability of semiconductor chips, IP, tools, and boards."

BrainChip Investor Portal

investors.brainchip.com

Mercedes have a new SDV CLA due out soon.

It will not contain Akida 1 simulation software as Mercedes has said NN simulation software is too power hungry which I take at face value (ie, not a red herring). TENNs is amenable to being applied as software, but I don't know if the Mercedes "embargo" on NN S/W extends to TENNs. TENNs is significantly less power hungry than Akida.

Akida 1 is improbable as a future choice for Mercedes because of the rapid evolution of the tech, such as, eg, Akida 2/TENNs.

Akida 2 (including) has not been reduced to silicon as far as we know.

Mercedes has also been developing chiplet technology so this is a possible future path of development.


WO2024230948A1 AUTONOMOUS VEHICLE SYSTEM ON CHIP 20230510

Applicants: MERCEDES BENZ GROUP AG [DE]; Inventors: PIEDNOEL FRANCOIS [US]

[0046] In various examples, the system on chip 300 can include additional chiplets that can store, alter, or otherwise process the sensor data cached by the sensor data input chiplet 310. The system on chip 300 can include an autonomous drive chiplet 340 that can perform operations to determine the physical characteristics of the environment around the sensors. These operations can include perception, sensor fusion, trajectory prediction, and/or other autonomous driving algorithms of an autonomous vehicle. To perform these operations, the autonomous drive chiplet 340 can include specialized hardware such as digital signal processors (DSP), a direct memory access (DMA) engine, and neural network (NN) accelerators. The autonomous drive chiplet 340 can be connected to a dedicated HBM-RAM chiplet 335 in which the autonomous drive chiplet 340 can publish all status information, variables, statistical information, and/or processed sensor data as processed by the autonomous drive chiplet 340.

Chiplets can be designed to be clip-in, ie, not soldered, just held in palce by a spring clip which would make it easire to replace with more advanced chiplets as the tech develops.

Thus Mercedes SDV could have a PCB with soldered Google/Qualcomm/Nvidia processors and memory, and a clip-in NN chiplet, or even a dummy clip-in chiplet/receptacle ready for a future chiplet.

 

[Diogenese]

Yep, the market is catching up. One thing we know for sure is that we have had quite a few validation events since last Sept'24.
Traders in the main prefer Exponential moving averages (EMA's) rather than Simple moving averages because EMA's put more weight on recent events.
In our case we should be taking a leaf out of the EMA book and putting weight on the validation events since Sept'24.
Events prior to Sept'24 should be given little or no weight.
Not only is the market catching up but the future is starting to close in on us as well.

SO how does that work for TENNs which dates back a couple of years?

 

[Smoothsailing]

Mercedes have a new SDV CLA due out soon.

It will not contain Akida 1 simulation software as Mercedes has said NN simulation software is too power hungry which I take at face value (ie, not a red herring). TENNs is amenable to being applied as software, but I don't know if the Mercedes "embargo" on NN S/W extends to TENNs. TENNs is significantly less power hungry than Akida.

Akida 1 is improbable as a future choice for Mercedes because of the rapid evolution of the tech, such as, eg, Akida 2/TENNs.

Akida 2 (including) has not been reduced to silicon as far as we know.

Mercedes has also been developing chiplet technology so this is a possible future path of development.


WO2024230948A1 AUTONOMOUS VEHICLE SYSTEM ON CHIP 20230510

Applicants: MERCEDES BENZ GROUP AG [DE]; Inventors: PIEDNOEL FRANCOIS [US]

View attachment 79151

[0046] In various examples, the system on chip 300 can include additional chiplets that can store, alter, or otherwise process the sensor data cached by the sensor data input chiplet 310. The system on chip 300 can include an autonomous drive chiplet 340 that can perform operations to determine the physical characteristics of the environment around the sensors. These operations can include perception, sensor fusion, trajectory prediction, and/or other autonomous driving algorithms of an autonomous vehicle. To perform these operations, the autonomous drive chiplet 340 can include specialized hardware such as digital signal processors (DSP), a direct memory access (DMA) engine, and neural network (NN) accelerators. The autonomous drive chiplet 340 can be connected to a dedicated HBM-RAM chiplet 335 in which the autonomous drive chiplet 340 can publish all status information, variables, statistical information, and/or processed sensor data as processed by the autonomous drive chiplet 340.

Chiplets can be designed to be clip-in, ie, not soldered, just held in palce by a spring clip which would make it easire to replace with more advanced chiplets as the tech develops.

Thus Mercedes SDV could have a PCB with soldered Google/Qualcomm/Nvidia processors and memory, and a clip-in NN chiplet, or even a dummy clip-in chiplet/receptacle ready for a future chiplet.

I have always thought the chiplet design is well suited to our models and is the way forward in this case

 

[Meatloaf]

I appreciate those who feed us information on here and try hard to keep positive. I also appreciate the fact that Brn is growing its ecosystem and partnerships.
However, it is evident, to me, that the SP will not budge unless the Brn post a decent revenue grows or a huge contract deal.
Surely, by now, the 100 EAP’s would have brought us closer to achieving IP sales.

Very frustrating.

 

[FJ-215]

Been some good things happen over the last 12 months for sure but we haven’t been privy to enough information for me to give our BOD a clear thumbs up. I don’t know if Sean and Antonio are the best people to take BrainChip to the next level. I will be looking for them to give some form of revenue projection at the upcoming AGM with clear timelines of what has been achieved and what is to come. Sean said at the beginning of last year that 2024 was a critical year for BrainChip. I think he said the same at the beginning of this year. I think we deserve to know what he meant by critical and whether the targets they set for last year were met and whether they are on track to meet this years targets. There has to be some visible accountability. Our previous CEO Lou Dinardo did well and from what I’ve seen I think Sean has done well building the ecosystem and partner network. But are we at a stage where we need someone with different skills. I don’t know because I have no way of knowing how well Sean is doing. I do like that Tony Lewis is actively promoting BrainChip online. Why hasn’t Sean got a social media presence? I also haven’t heard a peep out of the other members of the board. Do we now need a CEO with more confidence and charisma? I will make my mind up after I’ve listened to what is said by Sean and Antonio at this years AGM.

Good reasoning there Slade,

Agree with most of this. Can we possibly get Lou back as an advisor whenever we are thinking of making a call on LDA? He seemed to get the concept of promoting the company and releasing positive news ahead of (and during) a capital raise. Thought Sean would have at least done a zoom meeting with Marc Kennis to spark some interest.

 

[Tothemoon24]

 

[Tothemoon24]

 

[Fullmoonfever]

View attachment 79162 View attachment 79163

C'mon TCS....ya know you want Akida 2.0 and TENNs.......sign here pls

 

[Pom down under]

Been some good things happen over the last 12 months for sure but we haven’t been privy to enough information for me to give our BOD a clear thumbs up. I don’t know if Sean and Antonio are the best people to take BrainChip to the next level. I will be looking for them to give some form of revenue projection at the upcoming AGM with clear timelines of what has been achieved and what is to come. Sean said at the beginning of last year that 2024 was a critical year for BrainChip. I think he said the same at the beginning of this year. I think we deserve to know what he meant by critical and whether the targets they set for last year were met and whether they are on track to meet this years targets. There has to be some visible accountability. Our previous CEO Lou Dinardo did well and from what I’ve seen I think Sean has done well building the ecosystem and partner network. But are we at a stage where we need someone with different skills. I don’t know because I have no way of knowing how well Sean is doing. I do like that Tony Lewis is actively promoting BrainChip online. Why hasn’t Sean got a social media presence? I also haven’t heard a peep out of the other members of the board. Do we now need a CEO with more confidence and charisma? I will make my mind up after I’ve listened to what is said by Sean and Antonio at this years AGM.

 

[Diogenese]

Mercedes have a new SDV CLA due out soon.

It will not contain Akida 1 simulation software as Mercedes has said NN simulation software is too power hungry which I take at face value (ie, not a red herring). TENNs is amenable to being applied as software, but I don't know if the Mercedes "embargo" on NN S/W extends to TENNs. TENNs is significantly less power hungry than Akida.

Akida 1 is improbable as a future choice for Mercedes because of the rapid evolution of the tech, such as, eg, Akida 2/TENNs.

Akida 2 (including) has not been reduced to silicon as far as we know.

Mercedes has also been developing chiplet technology so this is a possible future path of development.


WO2024230948A1 AUTONOMOUS VEHICLE SYSTEM ON CHIP 20230510

Applicants: MERCEDES BENZ GROUP AG [DE]; Inventors: PIEDNOEL FRANCOIS [US]

View attachment 79151

[0046] In various examples, the system on chip 300 can include additional chiplets that can store, alter, or otherwise process the sensor data cached by the sensor data input chiplet 310. The system on chip 300 can include an autonomous drive chiplet 340 that can perform operations to determine the physical characteristics of the environment around the sensors. These operations can include perception, sensor fusion, trajectory prediction, and/or other autonomous driving algorithms of an autonomous vehicle. To perform these operations, the autonomous drive chiplet 340 can include specialized hardware such as digital signal processors (DSP), a direct memory access (DMA) engine, and neural network (NN) accelerators. The autonomous drive chiplet 340 can be connected to a dedicated HBM-RAM chiplet 335 in which the autonomous drive chiplet 340 can publish all status information, variables, statistical information, and/or processed sensor data as processed by the autonomous drive chiplet 340.

Chiplets can be designed to be clip-in, ie, not soldered, just held in palce by a spring clip which would make it easire to replace with more advanced chiplets as the tech develops.

Thus Mercedes SDV could have a PCB with soldered Google/Qualcomm/Nvidia processors and memory, and a clip-in NN chiplet, or even a dummy clip-in chiplet/receptacle ready for a future chiplet.

Not that we should hang our collective hat on Mercedes. They are interesting as being one of the few who have given the world a peek behind the veil and the kudos which came with that. And, of course it is encouraging that we are still friends. However, we know that MB have been playing away as far as processors in general are concerned, so nothing is guaranteed until the contract is inked.

There are more concrete links with QV CybreNeuro-RT (US DoE & M2), ESA/Frontgrade, Prophesee (nice to see you again ... it's been a while.), BH SNAP 3U VPX, VVDN ...

And I'd like to see some proof of life from Valeo, Renesas, MegaChips, TATA/TCS, and several others.

I appreciate those who feed us information on here and try hard to keep positive. I also appreciate the fact that Brn is growing its ecosystem and partnerships.
However, it is evident, to me, that the SP will not budge unless the Brn post a decent revenue grows or a huge contract deal.
Surely, by now, the 100 EAP’s would have brought us closer to achieving IP sales.

Very frustrating.

I share your frustration. Even allowing for the adoption lag with IP sales ...

However, I do think the M2 QV CyberNeuro-RT mini PCB does have huge imminent potential, even greater if brought out in USB form.

 

[Pom down under]

Not that we should hang our collective hat on Mercedes. They are interesting as being one of the few who have given the world a peek behind the veil and the kudos which came with that. And, of course it is encouraging that we are still friends. However, we know that MB have been playing away as far as processors in general are concerned, so nothing is guaranteed until the contract is inked.

There are more concrete links with QV CybreNeuro-RT (US DoE & M2), ESA/Frontgrade, Prophesee (nice to see you again ... it's been a while.), BH SNAP 3U VPX, VVDN ...

And I'd like to see some proof of life from Valeo, Renesas, MegaChips, TATA/TCS, and several others.

I share your frustration. Even allowing for the adoption lag with IP sales ...

However, I do think the M2 QV CyberNeuro-RT mini PCB does have huge imminent potential, even greater if brought out in USB form.

They did say back in 2020 that they would be bringing out a usb stick

https://think.in2p3.fr/wp-content/uploads/2021/11/Akida-NSoC-Product-Brief-v10.6-NO.pdf