Beken also make Risc-v chips, which wouldn't use the Ethos IP, but could use a risc-v accelerator.
I think most of our hopes lie with Frontgrade and risc-v. If Frontgrade can make their GRAIN chip fly, then others, like Beken should/might follow.
BRN Discussion Ongoing
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I think most of our hopes lie with Frontgrade and risc-v. If Frontgrade can make their GRAIN chip fly, then others, like Beken should/might follow.
Ahh yes… the good old manipulators… how could i forgot about them
When is a drop in share price ever a good thing?
The question was when was, is it good that the share price is going down before the AGM.....
IMO, I'd prefer to see the share price moving upwards before the AGM, as that would show investors have faith in BRN and might even believe that some good news is going to land before or soon after the AGM.
I think it's a bad thing.. it indicates to me that people aren't expecting much from the AGM..
Bla-bla-bla, you are by far the most negative poster on here and even promoting your downramper friends from the HC.
You go and on, I am glad I am not around such a negative person in my own life, miserable persons are always like that, they only see the negative and not the positive things in everything!
Hopefully, after tomorrow, you will shut up?
I really hope we will keep our clever CEO and the competent BoD, but I will wait with my final judgment until the AGM is done and dusted which you should have done as well, but you have just ramped up your negative posts likely in the hope you can sway people to vote no on the CEO and some board members. Sorry dude, no luck in my case.
StockHound81?
Mate it's ridiculous that you are so triggered because I have a different view from you.
If you can't understand that I have been invested for 10 long years and want this to be successful, but that I won't stand by and close my eyes to the lack of sales, and disgraceful remuneration that the board reward themselves with, then that's your problem.
Unfortunately posters that just continue to see nothing but positivity are actually enabling the behaviour that we are seeing from the BrainChip board.
You come across as very childish. Get over it.
And no I'm not StockHound81, but I agree with a lot of what he posts!
Why don't you take some of your own medicine!
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In fact keep doing what you're doing, I'll be able to buy way more shares than I thought, keep up the great work!
Pom down under
Top 20
I did the other day and I should have known and should have waited
HopalongPetrovski
I'm Spartacus!
In case anyone is interested....
The Bell Potter Semiconductor Conference 2025 that is being held in Sydney on Wednesday 7 May 2025 will not be recorded.
So, unless you were planning on attending physically, you'll have to watch it live on the day.
I have other commitments and contacted them about viewing at a later date and just received this news.
The Bell Potter Semiconductor Conference 2025 that is being held in Sydney on Wednesday 7 May 2025 will not be recorded.
So, unless you were planning on attending physically, you'll have to watch it live on the day.
I have other commitments and contacted them about viewing at a later date and just received this news.
Off-course, but you just keep ranting on and on, there is a difference!
As I said countless times, why can't you downrampers wait until after the AGM? Let them speak first, but no, you just bla-bla-bla and want them gone NOW!
It's you that comes out childish by having no patience like a little kid!
You don't understand how much it takes to shift AI technology to the edge but want it done yesterday!
This sub forum on HC taught me a lot and made me much more positive: Understanding the Technology adoption cycle! One poster, Obseverr is extremely knowledgeable and clearly knows the industry in depth.
Looking at it, I see positive signs, space and military have started using our technology, which actually is very positive because they are typically early adopters.
I think we will get there this year and the next one.
Yes I know that have been said for the last couple of years, but technology shift towards edge AI have slowly started now IMO, but I will say, if they can't sell IPs over the next year, Sean has failed, so I will listen to them carefully tomorrow and take it from there.
Not my post but Obseverr on HC 15/04/25
Understanding the Technology adoption cycle:
It's a very relevant question, and sure some holders are experiencing the classic contradiction of world-changing tech, yet no substance. And may be even questioning why despite the validations, partnerships, and benchmark studies, neuromorphic computing still feels like it’s not on the radar?
The high-level paper shared by MarketingMan did spell out the tech lifecycle, and it's true to some effect. Though there is some further reality.
First, because BRN is a deep tech play i.e. it's not an AI hype cycle stock (yet). Additionally, neuromorphic computing is not a by-product of traditional AI. It's a complete and fundamental rethinking of AI at the egde. For example, the market including the traditional media are focused on Gen AI, scaling of GPUs (Nvidia's case), and other things like cloud based inference etc. All of these are just an incremental evolution of AI that is known as of today. Now, when this is compared with what BRN brings with neuromorphic computing, then it is contrasted by focus on event-based, low power, edge native and, brain inspired computing. So, as you can observe, this does not fit into the current AI narrative or its infrastructure. Though, this may seem like a negative, but actually it is favourable because the AI market will need to pivot (and very fast) when it hits its ceiling, which is right in front.
Second, if you notice, the heavyweights have not come out with this technology publicly in the 'mainstream media' yet, though it is very much active in the background. However, if and when Nvidia, Intel or IBM (or even others) start to openly commercialise their own neuromorphic chips, that is when the market will be flipped on its back. Tis' the reason BRN is gearing up for the US of A, to enter the market at a precise time, and it's coming fast. You should 'only' be worried, if BRN gets this timing wrong and they are not in that market when the narrative suddenly changes, and that the heavyweights go public.
Third, from a revenue perspective, one has to understand that Akida as a product (all versions to date) has been validated by big names in the industry, however, this is where it comes back to the paper because, it's early days of tech adoption. Meaning, early adopters are still testing, refining and developing their products. Post this is when volume licensing and OEM integration will fall into their respective place on the lifecycle.
Realistically, you're only looking at 12-24 months wait (the AI ceiling is that close!). To put this into perspective, it took quite long for LiDAR companies to start making revenue, and it was not until they were integrated as a product.
Anyways, I'll leave all with this - the smart money starts to accumulate when tech or products are being validated, tested or built, not when the market sees their release, or when suddenly the narrative changes in the mainstream news i.e. the start of a new hype cycle.
Understanding the Technology adoption cycle:
It's a very relevant question, and sure some holders are experiencing the classic contradiction of world-changing tech, yet no substance. And may be even questioning why despite the validations, partnerships, and benchmark studies, neuromorphic computing still feels like it’s not on the radar?
The high-level paper shared by MarketingMan did spell out the tech lifecycle, and it's true to some effect. Though there is some further reality.
First, because BRN is a deep tech play i.e. it's not an AI hype cycle stock (yet). Additionally, neuromorphic computing is not a by-product of traditional AI. It's a complete and fundamental rethinking of AI at the egde. For example, the market including the traditional media are focused on Gen AI, scaling of GPUs (Nvidia's case), and other things like cloud based inference etc. All of these are just an incremental evolution of AI that is known as of today. Now, when this is compared with what BRN brings with neuromorphic computing, then it is contrasted by focus on event-based, low power, edge native and, brain inspired computing. So, as you can observe, this does not fit into the current AI narrative or its infrastructure. Though, this may seem like a negative, but actually it is favourable because the AI market will need to pivot (and very fast) when it hits its ceiling, which is right in front.
Second, if you notice, the heavyweights have not come out with this technology publicly in the 'mainstream media' yet, though it is very much active in the background. However, if and when Nvidia, Intel or IBM (or even others) start to openly commercialise their own neuromorphic chips, that is when the market will be flipped on its back. Tis' the reason BRN is gearing up for the US of A, to enter the market at a precise time, and it's coming fast. You should 'only' be worried, if BRN gets this timing wrong and they are not in that market when the narrative suddenly changes, and that the heavyweights go public.
Third, from a revenue perspective, one has to understand that Akida as a product (all versions to date) has been validated by big names in the industry, however, this is where it comes back to the paper because, it's early days of tech adoption. Meaning, early adopters are still testing, refining and developing their products. Post this is when volume licensing and OEM integration will fall into their respective place on the lifecycle.
Realistically, you're only looking at 12-24 months wait (the AI ceiling is that close!). To put this into perspective, it took quite long for LiDAR companies to start making revenue, and it was not until they were integrated as a product.
Anyways, I'll leave all with this - the smart money starts to accumulate when tech or products are being validated, tested or built, not when the market sees their release, or when suddenly the narrative changes in the mainstream news i.e. the start of a new hype cycle.
Pom down under
Top 20
Whoever is forcing the price down like this just before the AGM is doing a good job to try and make the meeting as uncomfortable as possible, plus I wish I’d know as I could have for a much better entry price than the other day. But then again the short position reduced by over 50% recently and these could be opened again putting even more pressure on the sp.
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HopalongPetrovski
I'm Spartacus!
Maybe its Leibeskind?
The lower the price, the more pissed the shareholder's, the more likely to vote for his inclusion on the board?
Purely speculation.
Kingkong2015
Regular
Why push the price down? A lot of you have been complaining and whining, but no one’s stepping up. If you’ve got something to say, take it to the board meeting and confront Sean directly. Let him feel what we’re all feeling.
Hilarious isn't it.. that people actually believe that people on an anonymous stock forum have the ability to move the share price...
Yes, lets blame shareholders for the price...
Again, it's this kind of behaviour that lets BrainChip behave so badly (no significant deals, huge remuneration and a poor falling share price).
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