BRN Discussion Ongoing

[JB49]

From the Cycliq Financial Report issued Feb 2025. Will we go 50/50 with BeEmotion on the 7.5%?

 

[FiveBucks]

My understanding is that TENNs puts Akida in the shade for ultra-high speed, ultra low power. I'm not sure of the metrics for accuracy of inference. As for ML, TENNs uses "old school" back propagation, and it also uses MACs, although much smaller (ie, less power hungry) than conventional 16/32/64 bit MACs.

TENNs major claim to fame is it's ability to handle temporal information in silicon rather than software, which is a massive advance. On top of that TENNs can be advantageously implemented in software as part of the BRN software product line if silicon is not an immediate option.

I would expect that a TENNs licence would come at a significant cost premium over Akia1 because of its functional advantages, and since Akida 2 includes TENNs, that would cost more again. Akida 2 also adds long-skip which is important for example in NLP, and video processing. I don't know it there are any synergies between long skip and temporal processing, but they seem to me to be two sides of the same coin, and may be able to be combined advantageously.

We have also seen Akida 2 implemented in FPGE, albeit with inferior performance to what is expected of the Akida 2 ASIC. It had already been foreshadowed that the Akida 2 FPGA would be implemented as an on-line demonstrator.

Thinking about ML, Akida's feed forward (FF) ML would provide an enhancement to TENNs, and this may also apply to inference.

So the customer has a choice to trade off cost against performance. Where temporal analysis is crucial, TENNs would be the first choice. Akida 2 could add premium features such as advanced ML and object identification.

There is still the "stock-standard" Akida 1 in a variety of strengths which has many potential implementations, and I presume that it is available at a lower licence fee/royalty.

Then there is Pico, the Planck NPU, ideal for ultra low power applications. Interestingly, the original concept for Akida 1 was as a 1-bit NPU, but Pico could be implemented in up to 8 bits, giving much greater ability (*256) to discriminate between different input activations.

We don't know what future developments will produce, but BRN already has a broad spectrum of market-ready solutions. The company has not been sitting on its hands waiting for the market to catch up. It has laid a series of stepping stones for the customers to follow.

The only TENNS I'm seeing is that our share price is about to hit TENNS cents! 🫠

 

[Humble Genius]

Is anyone able to let me know:

- How much more can BRN drawn down from LDA?

- Can BRN do a compulsory buy back of shares?

 

[manny100]

Come on Manny even if can be done it can not be 1 2 3 as you are saying. It will take atleast as much time as the present management cannot sustain.
Think about merc they said 3 years ago they are using akida in their concept car and after 3 years they are saying atleast 5-10 years if there will be any revenue.
The current management brings us upto the doors of resolution. If you donot believe it then keep on pumping. I donot know if you are buying as well.
Dyor

I do not recall saying year 1, 2 or 3 at all?
I am surprised that despite all the positive news concerning Brainchip, especially since Sept'24 you are inclined to be bearish and/or resent positive posts.
It's a journey that builds with time and its taken a long time. There has never been any evidence or even well informed suggestion that management will not last the journey.
US AFRL and Bascom Hunter with Navy Transition can only be positive.
Others showing interest include Frontgrade, Raytheon, Information Systems Laboratories, Ai Labs etc .
Although i believe Onsor is scheduled to go commercial next year and the QV/Lockheed-Martin cybersecurity if not ready now it should not be long as the SBIR project was completed in 2024. See link below.
It appears Lockheed- Martin latched on to the project after it was completed in April'24. It commenced in 2021 so you can see it takes a fair time to get these projects to market.
The stable is growing.
QV/BRN cybersecurity link:

Award | SBIR

www.sbir.gov

 

[Frangipani]

https://www.linkedin.com/posts/geis...Ro?utm_source=share&utm_medium=member_android

This is interesting. These people have fingers in lots of pies

@Harwig spotted this LinkedIn post by Massachusetts-based Geisel Software about two weeks after Akida Pico was launched back in October, so we know they are definitely aware of us. They really do look like an intriguing company to keep an eye on (and to potentially partner with).

The CEO and Founder is switched on.

He was "also" at Edge A.I. Vision Alliance 2024, which is where he most probably met us (or it possibly happened earlier)

Brian Geisel

Share your videos with friends, family and the world

m.youtube.com

Only 28 subscribers, but his channel is worth going over..
Possible links to Apple? As he describes their AR headset, in one of his clips, or just general tech information?..



A focus on robotics.




The Geisel Software channel has ~5500 subscribers, still very small.

Geisel Software

Share your videos with friends, family and the world

m.youtube.com

A space worth watching..

This is what they posted yesterday:

We’re already seeing rapid change but some of the most exciting tools are still just emerging. | Geisel Software, Inc.

We’re already seeing rapid change but some of the most exciting tools are still just emerging. Here are 3 technologies we believe will become foundational in the next 5 years: 🧠 Neuromorphic computing: Chips that mimic the human brain to enable faster, more energy-efficient robotic perception...

www.linkedin.com

And other similar posts in recent weeks:

Optimizing Edge AI For Effective Real-Time Decision Making In Robotics - Geisel Software

Discover the best strategies for optimizing Edge AI to enhance real-time decision-making in robotics.

buff.ly

(This February 2025 blog post by Geisel Software Head of Marketing Kristin Wattu only mentions Loihi and in-memory computing, though, with regards to neuromorphic computing).

LinkedIn Login, Sign in | LinkedIn

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

www.linkedin.com

Founder and CEO Brian Geisel founded a spin-off company last year, of which he is also CEO: Symage, Inc. by Geisel Software describes itself as “a synthetic data platform that generates real results”. It creates photo-realistic, precision-labeled synthetic image datasets to enable faster, cheaper and more efficient AI model development. After all, AI models are only as good as their training data.

Symage actually evolved from an interesting challenge in the space sector: NASA had commissioned Geisel Software “to create high-fidelity Mars synthetic data to train Mars rovers in recognizing ‘blueberries’ - small spherical nodules composed of hematite. These nodules likely formed from water beneath the Martian surface and could indicate the presence of past life”.

Training of computer vision systems used in robotic planetary explorations is very challenging given the lack of real datasets - all we have so far are 2D-images and videos of small sections of those terrains. So what Brian Geisel and his team effectively did was to create a virtual 3D-Mars environment, a simulation based on real images of the Red Planet that NASA’s Jet Propulsion Laboratory provided them with. They would then, for example, model their virtual rocks on real terrestrial rocks that looked similar to Martian rocks. Brian Geisel talks about this in the video below (of which I’ve watched the first 40 minutes or so).

It’s actually quite hilarious to hear how Geisel Software’s engagement with NASA initially started out… See also this recent LinkedIn post:

I was on Founders in Focus with Arthur Lozinski recently, and he asked, “So what’s going on at NASA? | Brian Geisel

I was on Founders in Focus with Arthur Lozinski recently, and he asked, “So what’s going on at NASA? And what are these robots doing?” I had to laugh. Because the way we got involved wasn’t some polished, strategic move. It was pure chutzpah. One day, I stood up in a Geisel Software meeting...

www.linkedin.com

Brian Geisel and his team are convinced that “Synthetic Data is the Future of AI Training”, not only for space, but also here on Earth:

This is what he posted two weeks ago (sorry, my upload limit for files is exhausted…)

“Why synthetic data on Earth?” | Brian Geisel

“Why synthetic data on Earth?” We started building it for Mars—because no training data exists there. But it turns out… Earth needs it too. When real data is too risky, synthetic steps in: ✔️ No privacy risk ✔️ No permissions ✔️ No liability Think banks. Hospitals. Logistics. Anywhere you...

www.linkedin.com

“Why synthetic data on Earth?”

We started building it for Mars—because no training data exists there.

But it turns out… Earth needs it too.

When real data is too risky, synthetic steps in:
No privacy risk
No permissions
No liability

Think banks. Hospitals. Logistics.

Anywhere you need to train AI—without compromising people.

Once you see it, you can’t unsee it.”



And this last week:

Sounds like synthetic data is definitely here to stay…

 

[Stable Genius]

White House Releases New Policies on Federal Agency AI Use and Procurement

WASHINGTON D.C -- Today, the White House Office of Management and Budget (OMB) is delivering on President Trump’s decisive Executive Order to remove

www.whitehouse.gov

New AI policy.

 

[7für7]

Is anyone able to let me know:

- How much more can BRN drawn down from LDA?

- Can BRN do a compulsory buy back of shares?

Oh boy… tough questions

When i think about that I never thought we reach this level again…

And buy back? With what money

 

[Frangipani]

At this time the training of brainchip models is suspended.

Wonder what thats about...

View attachment 81501

Manny100 some good new I feel after emailing Tony to ask if he could find out what brainchip thoughts were in this latest Qualcomm stopping Brainchip and the response is as follows

I referred your email to our CTO Dr Tony Lewis. He replied to me that this was a temporary situation as Qualcomm had to review all contracts and commercial arrangements. He said he was not concerned

A similar (?) issue was reported by a user in the Edge Impulse forum just over a week ago, and this is what one of the EI team members replied:

Has YOLOX been removed?

Question/Issue: Today when using EI Studio the YOLOX option is no longer available. It was there when I last checked on Friday. Project ID: Magnificent7 Context/Use case: When I select the Object Detection node on the left and select “Choose a different model” it used to give 4 options...

forum.edgeimpulse.com

Sounds more permanent than temporary to me in this specific case at least?

 

[Humble Genius]

Oh boy… tough questions

When i think about that I never thought we reach this level again…

And buy back? With what money

Well, at an SP of $0.01 all shares can be purchased back for a measly 20mil. Sounds crazy huh? A couple of years ago you would've been called a crazy man, a downramper, traitor, paid downramper etc, if you said the SP would go back down to 16.5c. One has to wonder why the fck the SP continues to drop after a continuous stream of good publicity, announcements, partnerships etc. At least the SP should remain stable, right?

 

[7für7]

Well, at an SP of $0.01 all shares can be purchased back for a measly 20mil. Sounds crazy huh? A couple of years ago you would've been called a crazy man, a downramper, traitor, paid downramper etc, if you said the SP would go back down to 16.5c. One has to wonder why the fck the SP continues to drop after a continuous stream of good publicity, announcements, partnerships etc. At least the SP should remain stable, right?

To be honest I would call all of the well known buddies still payed basher because they never did anything else than making things up and talking the company down.
Real investors are happy about the progress the company made in the last 4 years… but in the same time are concerned and not happy about the falling shareprice … this is a big difference.

 

[Guzzi62]

Well, at an SP of $0.01 all shares can be purchased back for a measly 20mil. Sounds crazy huh? A couple of years ago you would've been called a crazy man, a downramper, traitor, paid downramper etc, if you said the SP would go back down to 16.5c. One has to wonder why the fck the SP continues to drop after a continuous stream of good publicity, announcements, partnerships etc. At least the SP should remain stable, right?

I am not a market guru, but you surely have noticed the turmoil on the world markets?

Oil have dropped below $60 a barrel.

China just retaliated with 84% tariffs on US goods, it's utter chaos right now.

People don't want to be in speculative small cap no profit companies like BRN right now, but are looking for some safe harbour right now.

Gold seems good right now.

I am personally riding the storm out despite deeply in the red now, no spare dry powder at hand right now, sadly.

If you believe this will be over your purchase price, hold because the money will come back to you, if the company manages to eventually penetrate the market, and I think they will. As everyone knows, deep red don't mean your money are gone, but they will be if you sell when underwater.

 

[charles2]

Trump buckles....tariffs in abeyance for 90 days.

Strongman eats humble pie.

Don't choke....too much!

 

[Pom down under]

I am not a market guru, but you surely have noticed the turmoil on the world markets?

Oil have dropped below $60 a barrel.

China just retaliated with 84% tariffs on US goods, it's utter chaos right now.

People don't want to be in speculative small cap no profit companies like BRN right now, but are looking for some safe harbour right now.

Gold seems good right now.

I am personally riding the storm out despite deeply in the red now, no spare dry powder at hand right now, sadly.

If you believe this will be over your purchase price, hold because the money will come back to you, if the company manages to eventually penetrate the market, and I think they will. As everyone knows, deep red don't mean your money are gone, but they will be if you sell when underwater.

What turmoil nasdaq up nearly 10%

 

[dpxmusic]

Brainchip up 33% (as of this post) on tariff backdown. The level of pressure the white house and congress were getting was untenable. Let's see where it ends at 4PM, and where it picks up on the ASX.

 

[DingoBorat]

Trump buckles....tariffs in abeyance for 90 days.

Strongman eats humble pie.

Don't choke....too much!

Gee.. That aged well ...

Hmm "______ buckles" huh?...

All countries still have 10% "baseline" tarrifs, for 90 days, while negotiations happen, with over 70..
China now has 125% tarrifs...
Sure the US has 84% on a 5th of the trade..
Morally bankrupt Hollywood banned in China, that's mostly Democrat leaning, so I bet they're happy

Maybe someone read this book by chance ...

Apparently, someone used to work his real estate deals, in the same way..

But no, no, you're probably right.
He buckled.


I sincerely hope, it was Dave selling down the BRN share price yesterday, as he will possibly give it a bit of a boost tomorrow..

 

[Pom down under]

Brainchip up 33% (as of this post) on tariff backdown. The level of pressure the white house and congress were getting was untenable. Let's see where it ends at 4PM, and where it picks up on the ASX.
View attachment 81937

Someone probably brought a $1000 worth for it to rise that much over there

 

[Humble Genius]

To be honest I would call all of the well known buddies still payed basher because they never did anything else than making things up and talking the company down.
Real investors are happy about the progress the company made in the last 4 years… but in the same time are concerned and not happy about the falling shareprice … this is a big difference.

Great that you're positive, well done to you. I have a lot of skin in the gain, and am worried about the falling SP (even before the Trump effect). Its hard to stay positive seeing the SP continue to drop, despite positive news, it does not make sense - perhaps you know something?

Anyway, are you able to answer my original question?

 

[Smoothsailing]

Well, at an SP of $0.01 all shares can be purchased back for a measly 20mil. Sounds crazy huh? A couple of years ago you would've been called a crazy man, a downramper, traitor, paid downramper etc, if you said the SP would go back down to 16.5c. One has to wonder why the fck the SP continues to drop after a continuous stream of good publicity, announcements, partnerships etc. At least the SP should remain stable, right?

Why would the share price fall to .01 of a cent ?. I agree anything is possible however that’s not going to happen even with Trump blowing his own trumpet we have a great company, team and eco system the only problem is the manipulating which is every day for the past few years.
BRN will come good this year, we know there is a very very good chance we’re in Nintendo which is $$$ this year. I also have big $$$ involved and will keep the faith we're very close to turning the corner.
Go brainchip

 

[TheDrooben]

View attachment 81939

Gee.. That aged well ...

Hmm "______ buckles" huh?...

All countries still have 10% "baseline" tarrifs, for 90 days, while negotiations happen, with over 70..
China now has 125% tarrifs...
Sure the US has 84% on a 5th of the trade..
Morally bankrupt Hollywood banned in China, that's mostly Democrat leaning, so I bet they're happy

Maybe someone read this book by chance ...

View attachment 81938

Apparently, someone used to work his real estate deals, in the same way..

But no, no, you're probably right.
He buckled.


I sincerely hope, it was Dave selling down the BRN share price yesterday, as he will possibly give it a bit of a boost tomorrow..

Yep thanks Tony Schwarz for ACTUALLY writing this "fictional" book and putting "lipstick on a pig".......

Co-author of Trump’s ‘Art of the Deal’ says the book should be reclassified as fiction

President Trump's 1987 book "The Art of the Deal" helped make the real estate developer one of the most famous businessmen in America.

www.latimes.com

People in a cult don't know they're in a cult..............thanks for the private debate but since you won't stop publicly posting this Trump cultism, sorry @DingoBorat on ignore you go


Maybe Elon is actually wrong about some things............

 

[DK6161]

People in a cult don't know they're in a cult..............

Welcome to "The Stock Exchange". Long live Peter. Long live Fact Finder. Akida Ballista.