BRN Discussion Ongoing

[Jasonk]

I was reading the other day about Intel terminating Pathfinder RISC-V development kit program. It was planning on investing a billion dollars as of a month ago.

The below chain-of-events attached related or coincidence to BRN joining Intel foundry services?

Interesting enough I asked ChatGPT about this RISC-V.

Just another side note. It's been clear for some time via linkedin that Intel verification engineering/s were clearly interested in BRN... low and behold over night Intel seem to have pivoted technologies.

 

[FJ-215]

Could the fall in the share price be attributed to the capital call notice announced on the 11/1/23?

Below is the quote from the announcement...

"
The Capital Call Notice pricing period will begin upon exercise of the put option on or around 11 January, with an anticipated ending date in late March or early April, subject to adjustments based on the share price performance throughout the pricing period.
The issue price for the capital call shares will be 91.5% of the higher of the average daily VWAP of shares over the pricing period (subject to any applicable adjustments) and the minimum price notified to LDA Capital by the Company.
As of the date of the capital call notice, available funding under the agreement amounts to $27.9M while the company is committed to drawing down a minimum of $15M no later than 31 December 2023."


Maybe my understanding is wrong but say hypothetically the weighted volume average is 60cents over the "pricing period" then LDA will only pay 91.5% of the 60cents...

The question is does having a low share price until the end of March or early April favour LDA capital?

Hi Schwale,

In a word.

No.

Having a low share price until the end of the pricing period only favours whoever are buying our shares over that time frame. LDA basically make an 8.5% commission on the $15 Million that BRN are trying to raise.

 

[Rise from the ashes]

 

[alwaysgreen]

I was reading the other day about Intel terminating Pathfinder RISC-V development kit program. It was planning on investing a billion dollars as of a month ago.

The below chain-of-events attached related or coincidence to BRN joining Intel foundry services?

Interesting enough I asked ChatGPT about this RISC-V

Great post. I think you are onto something.

Cheaper to partner with Brainchip than pay a billion for RISC-V.

 

[The Pope]

Hi Pope,

Tony is a great bloke and an astute professional. I have previously raised my concerns with him. I won’t go into the conversation out of respect for him.

Hi Robsmark,

I understand your thoughts of Tony and you have raised your concerns previously with him in some areas of BRN
I feel based on your original post with your key facts noted there appears to be some key issues left unresolved from your point of view that Tony didn’t wish to expand on from your conversation with him
If I’m correct, a suggestion is it maybe better not to post some information if you can’t expand on, if requested by a TSE poster. This may just raise more questions by others in TSE but with your respect for Tony stops you doing so.
Just my thoughts but I understand your frustrations with BRN in the short term.

 

[GazDix]

What would be really funny is a newbie to just start reading since our quarterly and all the recent replies how ridiculous we all are.

There is a overwhelming mood of disappointment overall. Some of us want to write it out, others want to hide it and have a go at those who do.

We whinge and then others whinge about the whingers. Then the whingers whinge about not whinging, but then whinge about other whingers.
Bloody ridiculous.

We have revenue in which we have no idea what the sources are (nor we will ever), although we want to connect as many dots together to guess where it all comes from.
Bloody ridiculous. Although I love the dot connecting.

Just be careful with nefarious posters in times like these, Facts can be distorted. It is important to remind all that although we only have two ASX announced companies, there are more unlike a few posters mentioned who can indirectly supply us revenue under the terms of an NDA. This has been clarified with the ASX a while ago. So it is maybe not just Megachips and Renesas (or companies associated with them) who may have put in that revenue amount last quarter. We won't know.

Ever since grade 6, it was always big Frankie who knew the footy scores. He always announced them at recess. But since year 9, Tommy has been doing it. Right now it is not the same.
God's sake, the Mercedes Benz 'ANN' that we all were excited about was never announced via the ASX. It was via Twitter. This was one year ago, yet no one complained of its delivery then. Try using Tommy. His reach is better than Frankie anyway (and world wide).

Bugger I have just whinged about the whingers and probably about myself because I whinged before.

TL;DR Disappointment is O.K.

 

[Rise from the ashes]

Hi Robsmark,

I understand your thoughts of Tony and you have raised your concerns previously with him in some areas of BRN
I feel based on your original post with your key facts noted there appears to be some key issues left unresolved from your point of view that Tony didn’t wish to expand on from your conversation with him
If I’m correct, a suggestion is it maybe better not to post some information if you can’t expand on, if requested by a TSE poster. This may just raise more questions by others in TSE but with your respect for Tony stops you doing so.
Just my thoughts but I understand your frustrations with BRN in the short term.

I swear I felt like I was in a therapy session reading your post.
Rob wants to see revenue, not much Tony can do about that. Tony's hands are tied with what he can say. Rob is being respectful not divulging more of the Convo he had. And no the rest of the Convo we are not hearing would not contain sensitive info.
Not directed at you but I can imagine some people here would probably have that silly idea in their head.

 

[Jasonk]

Great post. I think you are onto something.

Cheaper to partner with Brainchip than pay a billion for RISC-V.

Thanks always Green.

What I also failed to mention is "RISC-V is an open standard instruction set architecture based on established RISC principles. Unlike most other ISA designs, RISC-V is provided under open source licenses that do not require fees to use." (Wiki)


This would and will be architecture in direct competition with x86 which correct me if I am wrong if intel licenced. RISC'V other wise known as risk5 will be support by Android software in the future.

 

[Rise from the ashes]

View attachment 28438

Would Douglas be talking about a RF module that megachips has created or is he referring to a RF module Morse micro have created?
I'm trying to find a FCC list of recently approved rf modules.

 

[Violin1]

Wow.

Our founder’s integrity has been discussed and I’m confident with who they are and have faith in their decision making. They would have hired Sean based on character first therefore I trust he’s the right man for the job and surprised at the personal attack on him.

I’m also confident they did their due diligence in checking Sean’s work experience, achievements and philosophy on how he would run the company. I have never run a billion dollar company but I’m guessing it’s not as easy as it looks.

He has hired some excellent staff to assist him; Nandan Nayampally, Chris Stevens and of course Duy-Loan Le who is highly respected, an amazing skill set and high quality character. I’m sure they wouldn’t have come across to Brainchip if they didn’t have confidence in the companies trajectory.


Joining Intels IFS is a massive achievement.

Si-Five, VVDN and Prophesee have taken us on; solid foundations to build a company on.

Sean‘s podcast with the Fortune 500 company Accenture also shows we are heading in the right direction In a predicted massively growing industry. Right place right time!


An example of having to wait for your return on investment:
I live in an area where there is massive almond orchards. It’s three years from planting to getting your first almonds, seven years until you get a full crop. You still have to do all the work, watering, pest control, fertilising and battle Mother Nature, etc. Then when you get a crop you have to have a buyer and of course the market changes over time. After 15 years the tree has reached it’s plateau and then starts to decline until 25-30 years when you pull them out, replant them and start the cycle again.



My prime concern is income however it is not a concern at the moment. I trust there is revenue in the pipeline!

I am confident at the very least MB will start making cars with Brainchip included within the next 12 months in which case income will start coming in.

It’s my opinion (although not confirmed) Valeo have us in the Scala 3 Lidar in which case income will start coming in via MB, BMW and STELLANTIS.

RENESAS is currently making a product with Brainchip included: more income inbound.

So in my opinion that‘s 3 definite sources of income on there way. When that comes in the SP will rise with it; simples!

The SP got to $2.34 on the MB information, what will it do when the three revenue streams actually start coming in!


Then there is many others who are strong possibles, e.g. Prophesee, VVDN etc. This is a revolutionary technology which takes time to implement.
There is also design cycles and certification issues to deal with. However once implemented the revenue stream can last for a long time; that’s what I’m interested in. It’s all been discussed over and over, including the NDA issue, not sure why we keep going over the same ground.


Russia and China are way bigger concerns to me than anything Brainchip is or isn’t doing.

I still have faith in the professionalism of the Management Team who are exceptionally qualified in their industry so at this stage I’ll stand back and let the experts do their job as they see fit!

I have done my research and am very confident in my investment decision. The future looks great to me.

Boom Stable-dude. Excellent.

 

[Sirod69]

Was wirklich lustig wäre, wäre ein Neuling, der gerade anfängt zu lesen, seit unserem Vierteljahr und all den jüngsten Antworten, wie lächerlich wir alle sind.

Insgesamt herrscht eine überwältigende Stimmung der Enttäuschung. Einige von uns wollen es aufschreiben, andere wollen es verstecken und sich an denen versuchen, die es tun.

Wir jammern und dann jammern andere über die Nörgler. Dann jammern die Nörgler darüber, dass sie nicht jammern, aber dann jammern sie über andere Nörgler.
Verdammt lächerlich.

Wir haben Einnahmen, von denen wir keine Ahnung haben, was die Quellen sind (noch werden wir das jemals tun), obwohl wir so viele Punkte miteinander verbinden wollen, um zu erraten, woher alles kommt.
Verdammt lächerlich. Obwohl ich die Punktverbindung liebe.

Seien Sie in Zeiten wie diesen vorsichtig mit schändlichen Plakaten, Fakten können verzerrt werden. Es ist wichtig, alle daran zu erinnern, dass, obwohl wir nur zwei von ASX angekündigte Unternehmen haben, es mehr gibt als einige der erwähnten Poster, die uns indirekt Einnahmen unter den Bedingungen einer Geheimhaltungsvereinbarung liefern können. Dies wurde mit dem ASX vor einiger Zeit geklärt. Es sind also vielleicht nicht nur Megachips und Renesas (oder mit ihnen verbundene Unternehmen), die diesen Umsatz im letzten Quartal erzielt haben. Wir werden es nicht wissen.

Seit der 6. Klasse war es immer der große Frankie, der die Fußballergebnisse kannte. Er kündigte sie immer in der Pause an. Aber seit der 9. Klasse macht Tommy es. Im Moment ist es nicht dasselbe.
Herrgott noch mal, der Mercedes Benz „ANN“, auf den wir uns alle gefreut haben, wurde nie über den ASX angekündigt. Das ging über Twitter. Das war vor einem Jahr, aber damals hat sich niemand über die Lieferung beschwert. Versuchen Sie es mit Tommy. Seine Reichweite ist sowieso besser als Frankie (und weltweit).

Mist, ich habe gerade über die Nörgler gejammert und wahrscheinlich auch über mich selbst, weil ich vorher gejammert habe.

TL;DR Enttäuschung ist in Ordnung

whoever Jackie and Tommy are *laughs
I think like you, I think.
A lot has changed in the forum lately. When the price is up everyone is euphoric, when it is down a small crowd are disappointed here. Like many here, I'm invested for a long time, so I'll have to think about the course in maybe 3 years or more. You can really understand if some are frustrated every day, but somehow that doesn't belong here and shouldn't be the main topic. There really are enough other forums for that.
I had to get rid of that now!

 

[Foxdog]

He's pushed v hard to sell the Akida IP into OEM manufacturers and chip designers.

No doubting there has been some resistance into these companies not wanting to pay for reconfiguring their designs. They're probably telling us to manufacture and sell them the hardware that they can just plug and play with whatever device they make.

So lo and behold he's pushed us into taping out the latest and greatest akida chip, all made possible by freeing up our engineers.(founders)

It's all about overcoming the fear of the new as far as implementing solutions that use the akida IP.

I dare say that if intel had the akida product it would be a no- brainer to sell.

But we don't have intel shares and all their legacy designs hanging around our neck, do we?

So consider yourself lucky that our CEO has achieved what he set out to do with minimum fuss and expense, that the investor relations guy listens and responds to your queries, that the designers have worked another miracle, that sales haven't lost anyone, and that our competitors, while growing in number are not making any headway in closing our lead.

Therefore I give our CEO 4.5 stars. Margaret?

How do you know sales haven't lost anyone (are you referring to the sales team) or to potential IP licencees?

 

[The Pope]

I swear I felt like I was in a therapy session reading your post.
Rob wants to see revenue, not much Tony can do about that. Tony's hands are tied with what he can say. Rob is being respectful not divulging more of the Convo he had. And no the rest of the Convo we are not hearing would not contain sensitive info.
Not directed at you but I can imagine some people here would probably have that silly idea in their head.

Thanks RFTA.

I agree it sounds like a therapy session AND
Based what I read in the tse forum, I feel many in here need a few sessions. Lol
Just my thoughts but I’m not offering any further so called therapy services.

Hopefully in a couple of years we all have enough money to retire from our investment in BRN so no therapy sessions are required for those who need it. Lol

 

[buena suerte :-)]

Wow.

Our founder’s integrity has been discussed and I’m confident with who they are and have faith in their decision making. They would have hired Sean based on character first therefore I trust he’s the right man for the job and surprised at the personal attack on him.

I’m also confident they did their due diligence in checking Sean’s work experience, achievements and philosophy on how he would run the company. I have never run a billion dollar company but I’m guessing it’s not as easy as it looks.

He has hired some excellent staff to assist him; Nandan Nayampally, Chris Stevens and of course Duy-Loan Le who is highly respected, an amazing skill set and high quality character. I’m sure they wouldn’t have come across to Brainchip if they didn’t have confidence in the companies trajectory.


Joining Intels IFS is a massive achievement.

Si-Five, VVDN and Prophesee have taken us on; solid foundations to build a company on.

Sean‘s podcast with the Fortune 500 company Accenture also shows we are heading in the right direction In a predicted massively growing industry. Right place right time!


An example of having to wait for your return on investment:
I live in an area where there is massive almond orchards. It’s three years from planting to getting your first almonds, seven years until you get a full crop. You still have to do all the work, watering, pest control, fertilising and battle Mother Nature, etc. Then when you get a crop you have to have a buyer and of course the market changes over time. After 15 years the tree has reached it’s plateau and then starts to decline until 25-30 years when you pull them out, replant them and start the cycle again.



My prime concern is income however it is not a concern at the moment. I trust there is revenue in the pipeline!

I am confident at the very least MB will start making cars with Brainchip included within the next 12 months in which case income will start coming in.

It’s my opinion (although not confirmed) Valeo have us in the Scala 3 Lidar in which case income will start coming in via MB, BMW and STELLANTIS.

RENESAS is currently making a product with Brainchip included: more income inbound.

So in my opinion that‘s 3 definite sources of income on there way. When that comes in the SP will rise with it; simples!

The SP got to $2.34 on the MB information, what will it do when the three revenue streams actually start coming in!


Then there is many others who are strong possibles, e.g. Prophesee, VVDN etc. This is a revolutionary technology which takes time to implement.
There is also design cycles and certification issues to deal with. However once implemented the revenue stream can last for a long time; that’s what I’m interested in. It’s all been discussed over and over, including the NDA issue, not sure why we keep going over the same ground.


Russia and China are way bigger concerns to me than anything Brainchip is or isn’t doing.

I still have faith in the professionalism of the Management Team who are exceptionally qualified in their industry so at this stage I’ll stand back and let the experts do their job as they see fit!

I have done my research and am very confident in my investment decision. The future looks great to me.

Awesome SG .... great post...

I am so excited about the future of BRN more than ever and believe me and like many others here 8 years of being invested seems like 'for ever' but our HUGE future IMO is now within touching distance!! and will be so worth the 'wait' I have complete confidence with the management team and what they have achieved to date! and no doubting what is still being achieved behind closed doors that can't be disclosed!!

"I have done my research and am very confident in my investment decision. The future looks great to me." (Stable Genius)
With you all the way on this one SG

Anyway stay patient and keep trusting peeps.

 

[Teach22]

I am missing @Fact Finder

Sorry - have nothing more to say at the moment. Good night from good old Bavaria.

Just read Diogenes posts…………..and you may find you are missing him less

 

[buena suerte :-)]

https://www.tagesschau.de/ausland/kapsel-gefunden-australien-101.html

Radioactive capsule found​

Status: 02/01/2023 10:11 a.m
A tiny radioactive capsule that fell from a truck had kept Western Australia in suspense for the past few days. Now the "needle in the haystack" has been found, according to the regional government.

 

[Getupthere]

Sensor module integrates edge AI — Electronic Products

TDK claims the first sensor module, in collaboration with Texas Instruments, to feature built-in edge AI plus wireless mesh connectivity.

apple.news

Sensor module integrates edge AI


Jan 30, 2023 | 7:28 AM


TDK Corp. recently announced the TDK i3 Micro Module, in collaboration with Texas Instruments Inc. (TI). Claiming the first module with built-in edge AI and wireless mesh connectivity, the sensor module integrates TI’s CC2652R7 SimpleLink wireless microcontroller, providing real-time monitoring and TDK’s IIM-42352 high-performance SmartIndustrial MEMS accelerometer and digital output temperature sensor, edge AI, and mesh network functionality in a single unit.


The digital-output X-, Y-, and Z-axis accelerometer features a programmable full-scale range of ±2 g, ±4g, ±8 g and ±16 g, user-programmable interrupts, I3C/I²C/SPI slave host interface, digital-output temperature sensor, an external clock input supporting accurate clock input from 31 kHz to 50 kHz and 20,000 g shock tolerance. The combination facilitates data aggregation, integration and processing, said TDK.


(Source: TDK Corp.)


The i3 Micro Module “smart” sensor node edge implementation can be used with a wide range of production equipment. The advantage of the sensor module is an understanding of the health of machinery and equipment and less downtime through real-time monitoring versus manpower and scheduled maintenance, the company said.


The battery-powered wireless sensor module helps to rapidly predict anomalies in machinery and equipment, while its condition-based monitoring (CbM) enables progress toward smart factories, said TDK. In addition to factory automation and predictive maintenance, target applications also include robotics and HVAC filter monitoring.


Key features include edge AI-enabled anomaly detection, an embedded algorithm for vibration monitoring, accelerometer and temperature sensors, wireless connectivity including BLE and mesh network, USB interface, a replaceable battery, PC software for data collection, AI training and visualization.


How it works: The data detected by the sensors are processed by i3 Micro Module’s embedded edge AI. The data do not need to be aggregated and analyzed in the cloud, minimizing network traffic, said TDK. The modules connect to each other via a wireless mesh network, formed automatically between modules by installing them.


Provided in a small package size of 56 × 41 × 20 mm, the i3 Micro Module solution is expected to be available through most global distribution partners by the fourth quarter of 2023. TDK demoed the i3 Micro Module at CES 2023.

 

[alwaysgreen]

Sensor module integrates edge AI — Electronic Products

TDK claims the first sensor module, in collaboration with Texas Instruments, to feature built-in edge AI plus wireless mesh connectivity.

apple.news

Sensor module integrates edge AI


Jan 30, 2023 | 7:28 AM


TDK Corp. recently announced the TDK i3 Micro Module, in collaboration with Texas Instruments Inc. (TI). Claiming the first module with built-in edge AI and wireless mesh connectivity, the sensor module integrates TI’s CC2652R7 SimpleLink wireless microcontroller, providing real-time monitoring and TDK’s IIM-42352 high-performance SmartIndustrial MEMS accelerometer and digital output temperature sensor, edge AI, and mesh network functionality in a single unit.


The digital-output X-, Y-, and Z-axis accelerometer features a programmable full-scale range of ±2 g, ±4g, ±8 g and ±16 g, user-programmable interrupts, I3C/I²C/SPI slave host interface, digital-output temperature sensor, an external clock input supporting accurate clock input from 31 kHz to 50 kHz and 20,000 g shock tolerance. The combination facilitates data aggregation, integration and processing, said TDK.


(Source: TDK Corp.)


The i3 Micro Module “smart” sensor node edge implementation can be used with a wide range of production equipment. The advantage of the sensor module is an understanding of the health of machinery and equipment and less downtime through real-time monitoring versus manpower and scheduled maintenance, the company said.


The battery-powered wireless sensor module helps to rapidly predict anomalies in machinery and equipment, while its condition-based monitoring (CbM) enables progress toward smart factories, said TDK. In addition to factory automation and predictive maintenance, target applications also include robotics and HVAC filter monitoring.


Key features include edge AI-enabled anomaly detection, an embedded algorithm for vibration monitoring, accelerometer and temperature sensors, wireless connectivity including BLE and mesh network, USB interface, a replaceable battery, PC software for data collection, AI training and visualization.


How it works: The data detected by the sensors are processed by i3 Micro Module’s embedded edge AI. The data do not need to be aggregated and analyzed in the cloud, minimizing network traffic, said TDK. The modules connect to each other via a wireless mesh network, formed automatically between modules by installing them.


Provided in a small package size of 56 × 41 × 20 mm, the i3 Micro Module solution is expected to be available through most global distribution partners by the fourth quarter of 2023. TDK demoed the i3 Micro Module at CES 2023.

 

[Diogenese]

Decoy duck:
TDK:-
US2020210818A1 ARRAY DEVICE INCLUDING NEUROMORPHIC ELEMENT AND NEURAL NETWORK SYSTEM

1 . An array device comprising:

a first array area that includes a neuromorphic element which is configured to multiply a signal by a weight corresponding to a variable characteristic value and that is configured to output a first signal which is a result of processing an input signal using the neuromorphic element; and

a retention unit that is able to retain the first signal output from the first array area or a second signal which is output when the first signal is input to a predetermined computing unit and is configured to input the retained first signal or the retained second signal to the first array area.

Ella is not happy.

 

[Iseki]

How do you know sales haven't lost anyone (are you referring to the sales team) or to potential IP licencees?

Good question.

It is often commented on in 4C's and annual reports that all our EAP customers remain engaged in grasping what akida IP can do for them. My point is that while this remains a slow process, none of them have come out and said something like they are cancelling their EAP and signing up with Nvidia or similar.

Why is this important? Because Nvidia and similar would be promising them the earth.