BRN Discussion Ongoing

Taproot

Regular
Transcript of today's podcast by Sean with Jean.

Disclosure: At times I found it hard to understand a few words by Jean, so there will be some errors in the transcript, but I have made every effort to stay aligned with the message and context.
I have omitted a few filling words, to make it easy when I was typing.
Some parts of introduction and conclusion are omitted, because I couldn't care less :cautious:😂🤣
Hopefully I haven't missed much in between, if you find any grave errors, feel free to speak up.

Anyways, here's Sean and Jean.





Sean: Why don’t you start by taking a moment to position Accenture for the viewers who may not be familiar with their firm and a little bit about yourself?

Jean: Sure, so as you mentioned we are the largest TSM integrator out there, we are now over 700,000 people strong which is the size of a small city and we focus on helping our customers through their digital transformation journey. Of course, they are not all at the same stage, some are beginning, some are in the middle of it some are tuning it, but what we do we really help people harness the best the technology can give in order to transform their business and to make them more efficient.

We like to say and it is very true that we love to find net new value in our customer’s business. So, it is all about what else can I do to keep the customer I have happy and capture new customers but all of that not by selling tech for tech but really selling tech for value and AI is a good example of the type of thing that we do. As far as AI is concerned, we are a group of about 25k people now an extending network is much bigger than that probably around 60 to 80k people that we can draw upon because not everything in AI is about an algorithms that’s all the change management associated with AI of course, but that about the size of the our group, and we do listing in AI we do the plastic I would say Advanced genetic type of work, the more modern type of algorithmic approach that AI has brought to light, and we do a lot of information also, so all of that is under that umbrella and the blook of AI is data so of course we do a lot of work around data and we in fact have a sister group that all they are focusing is dealing with data in order to make sure AI is going to do the right thing. Last thing I want is from a customer point of view, we serve the global 2000. This is really where we are focused, and we do that with a very strong industry angle, meaning that we they are very proud of the fat that we serve about 20 large industry and we have groups that are really understand the business of our customers and that is how you do good business is when you understand new customers business and you can really emphasis with that challenge and helps them get you where you want to go.



Sean: That’s great, with that kind of customer base we know that the requirements and demands are very high and very unrelenting so we know the quality work that Accenture does to meet that customer base. Having said that share a little bit about your current thinking and your view about AI in general in the state of AI.

Jean: Well AI is finally out of the not sweet dreadful winters. I would say that started many moons ago, I think when I got out of school you know AI was existing but it was just very hard to do but now it has come out to play for real and with in business starting about five years ago really where we were able to find application of AI that were what I am calling pragmatic AI this is what was not about the sexy or plus side of AI or I can you know find gaps on YouTube and all that kind of stuff but more about how can I use the various techniques that AI has in its tool box we need to transform the business we think that are very tangible right now I sometimes use the example of chat bot. Chat bots have been around for long time, in all common days at HP I think we met a few of those, but they tend to be very done to certain extent, you would try to find something behind the scene the system will try to find the few words that were in the final document and give whatever it would call an answer, but really not understanding what was your intent in your question and what was the right thing to answer. But today, chat bots are I am not going to say they are not human like yet, but they are getting there and really it is a pleasant experience as opposed to something you know you were not going to get an answer anyway so just were going through motion. So that what I call pragmatic AI and there other e.g., hyper personalisation for e.g., which is very important into market, so we are in an era of pragmatic ai were we see every day significant improvement that can really be used by client in those digital transformation that I spoke about.



Sean: How about some comments about state of edge AI where BRN is focused on what is going on from your point of view on edge ai?

Jean: I think you are in the right place, because edge ai is now sort of emerging from darkness, starting to be used in some very specific domain, it is not yet everywhere, but it certainly is getting some action today and its where probably in the long term most of the AI will sit in fact, a lot of people are thinking AI demands massive infrastructure behind the scene, which is not untrue there are still some aspect of AI that are very demanding in terms of computing power and we all require the customers thought their partner like cloud providers or others who have significant infrastructure to address the problem. But thanks to the progress that are being made on the silicon side or other semiconductor you can use but not just generic terms, the progress is now allowing AI to move to the edge, they are still constraint on the edge, such as power in general is always a challenge and space in terms real estate you have available however I think a company like yours are really taking that in account because they’re too hard and now bringing the power of AI with a full understanding of those complaints if you put something in satellite for e.g. you got to make sure you know every people be using because it is limited so Edge AI certainly very exciting domain and 2023-2024 is going to be really the time where we are going to see a lot more of it. I mean they are of course and you are already successful others are successful but I think that we’re going to see the next situation like deployment of this technology on the edge.



Sean: That’s great and its certainly consistent with our interactions with our customers 23 and 24 the interest level is very high right now but its also what you comment were a great set for next question I was going to ask you we talked about power elements on edge, what’s your thoughts on neuromorphic which of course that the basis of our tech how do you see neuromorphic what do you see in the future, do you see the direction for a lot of ai being neuromorphic?


Jean: Yes, the reason is the approach of neuromorphic AI is not to try to bend the business of ai to what the plastic techniques are doing, I never believe you should try to mould your customer run the technology you are but try to have technology that can embrace the needs of customers. In this case, you know when you talk about AI we are talking about some form of emulation or aspiring to emulate how the human brain is functioning and a lot of these exercises going to build digital human brain I’ve been down for at least ten year there were all about trying to see how they can make a mirror copy of it, which is kind of an engineering approach right, I am going to break down how the brain function I’m going to try to rebuild the pcs that makes the brain, the neuron of course but these techniques have proven to be unsuccessful and not scalable which is really important, and that to me was trying to make sure you could make literally a computer version of your brain, but I don’t think that what neuromorphic is doing, the effort that I see in the neuromorphic world is understand the brain function so take it a with a cognitive view of the world and then mould the silicon and techniques you are going to be using to but try to achieve the same goal that brain is using when they make a decision forces, so I am a big believer that neuromorphic tech in general is going to be a significant part of the future of AI.



Sean: I couldn’t agree with you more on that because that’s exactly how we view it, we certainly not trying to copy the brain, and usually when I run into people don’t understand the tech well what we do is obviously we take the best part of brain which is a very efficient computation machine, and use that so that’s all we are simply doing inspired by the brain, taking those principles to get a lot more done break through the Von Newman bottleneck and just get things done with less power its just that simple and allow you to apply that for the use cases you are doing not mimic the brain, but use the principles of the brain so agree 100 percent with that. Well let’s shift gears little bit lets talk about what’s going on with models I know you think a lot about that what’s going on with the latest trends on models what’s new with transformers gives us couple of comments about that kind of stuff.

Jean: yes, it’s a very interesting domain we are in now for full disclosure I am a big fan of Chris Re at Stanford which to me is really one of the best vision of the evolution of AI today, and elimination of what we call model ideas, so in the world of AI its very tempting for data scientists to create model for everything every problem they have they want to create a model right, and there’s also a lot of duplication because there’s not enough sharing happening in this domain, but that’s another subject, but there’s this model like we create way many models, in industry and these models they all highly tuned to very specific use cases scenario but this is dramatically changing there has been an emergence of new technique and model that are called transformers of course we call them supermodel right we are engineers so we are going to have some form of humour and the supermodel they are just better and you know, doing the work than there’s a bunch of little ones that are bespoke but they are very function defined better say they are very focused on type of information you are processing, so we see a lot of transformer activity in the tech space, because the first barrier to break down has been natural language processing and that’s where transformer have made literally significant progress I think if quote Dr Re, google translate by itself was 500,000 line of code five years ago, today its 500 lines of code by using transformers. So these transformer born in tech space, you will hear names like gpt3, which is very popular around here, what this supermodel do they have capability to understand pretty much everything in their domain and they just need to be tuned when there is specificity, so say it would be they speak English, but you can tune them for may an industry that is specific dialect and that’s you have to do, once you tune in dialect it will understand it is about you know interpreting text in industry, we see that happening in video and in voice. So future is less model, that are bespoke, more transformer, and then a shift in the personality of the data scientist that is going to be using AI instead of being people you picture as a white lab code and blackboard writing mathematical formula, data scientist will wear a hard hat, if thy are gas industry, meaning they will be very industry savvy and they’ll be able to tune these transformer and select the right data in order to solve the problem in their industry and we going to see the across all industry and there will be a shift in profile of data scientist and also we are seeing it today because data is the fuel for AI, we will see an emergence a massive number of data engineer s people that can prep data, right in order to behave it ready to fed to the transformers to then solve the problem of the client, it s a fascinating domain and in full evolution and I think we are still at the beginning, so more innovation is going to happen as days are going by.



Sean: its great we might have to come back and talk about that at a later date, yeah but let’s get ready for close, but I want to ask you I know you usually put out a prediction for the year but I would love to hear your thoughts, have you got a prediction one or two?

Jean: I will give you one or two, I have to write 20 and I am not there yet, but one the side of data, I really want to send a message that if you don’t have good data, you won’t get good AI, it just really key, and unfortunately a lot of our clients or all clients in general not just ours, they are number one problem is data. And that’s just because of the immersion the whole the year the system of record that are different legacy essentially that are creating massive amount they’re recitals so there is an approach to managing data which is the strategy no longer a tech which is very important , which is data mesh, and data mesh is a way you can break down info silo that you have into your enterprise, in a way that does not remove ownership of the orders of the silos because they are business owner, so they understand the application, but make that data available to whoever needs it within their enterprises itself, data mesh strategy again we cant say it enough to our customers is not a technology it’s a reporting instrument, data mesh strategy supported with thing called data product and metadata stores and governance is going to catch on fire in 2023, 24 25.

Because we have to breakdown the silo, we really enable AI in human knowledge in something that is understandable by computers, knowledge is absolutely necessary in every single type of business application in today’s world, and 5 years ago every application we have not just database and UI but database, knowledge graph and UI, is proven true. I can see that being deployed very well, so that’s my prediction, its going to keep on going. I promise I will find some more, 18 are missing.
Jean: I will give you one or two, I have to write 20 and I am not there yet, but one the side of data, I really want to send a message that if you don’t have good data, you won’t get good AI, it just really key, and unfortunately a lot of our clients or all clients in general not just ours, they are number one problem is data. And that’s just because of the immersion the whole the year the system of record that are different legacy essentially that are creating massive amount they’re recitals so there is an approach to managing data which is the strategy no longer a tech which is very important , which is data mesh, and data mesh is a way you can break down info silo that you have into your enterprise, in a way that does not remove ownership of the orders of the silos because they are business owner, so they understand the application, but make that data available to whoever needs it within their enterprises itself, data mesh strategy again we cant say it enough to our customers is not a technology it’s a reporting instrument, data mesh strategy supported with thing called data product and metadata stores and governance is going to catch on fire in 2023, 24 25.



 
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Calsco

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I agree the Segway into talking about transformers makes it seem pretty likely we will hear upcoming news about Brainchip and this tech.
 
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Hi FF,

First, thanks for your fact finding and needlelike focus on understanding the technology and documenting the progress of BRN. It has been a great help to those of us less technology aware and a wonderful resource for our own research, confidence and understanding.


Second, please ignore the wannabe CEO’s of BRN who offer nothing but self interest in their commentary. Pitiful advice to sign contracts, generate income mean nothing, if there is no strategy in place to achieve commercialisation. The current Board and Management have implemented many concrete steps towards the promised revenue. As a former CEO I applaud their strategic directions and implementation.

Third, apart from Shareholders (such as FF) who contributed money and capital to a BRN share raising, the remaining shareholders have simply purchased a certificate of shareholding from another shareholder.. If they have lost money on their share purchase, they have only themselves to blame for the decision to purchase at the time they did. The company does not owe it to them to generate a profit on their share purchase in the short term, only to grow the company over time

Fourth, as a long term shareholder I have been able to tick off significant milestones achieved over the years towards revenue generation. The technology works, strategic partnerships are in place, partent protection, use case markets identified and tapped, great Board and Management etc etc. A grateful thanks to all the 1000 eyes for giving us a “heads up” on these achievements


Finally FF, can I ask you to resume posting your factual insights and just ignore those who only offer opinions.


PS don’t stop posting your gems of wisdom about your time in the police force, courtroom and conversations with Blind Freddy etc etc.
Well put @LC200Explorer 💚
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Latest statement from SiFive confirming their commitment to Brainchip.

I thought this part very interesting:

“Additionally, the X280 processor with the new SiFive Vector Coprocessor Interface Extension (VCIX) is being used as the AI Compute Host to provide flexible programming in a leading datacenter”

Given we know that X280 is the Intelligence Series and SiFive said in the original press release with Brainchip that is where they will be finding a home for AKIDA IP.

From the Edge to the Data Centre is Peter van der Made’s vision/mission.




SiFive — Dec 13, 2022

SiFive Delivers Record Growth in 2022 with Fast-Growing Roster of New Customers and Products

Highlights leadership in RISC-V and proven performance and power density benefits
San Jose, Calif., Dec. 13, 2022
– At the RISC-V Summit today, SiFive, Inc., the founder and leader of RISC-V computing, celebrated its impressive year of growth and technical achievements. In 2022 SiFive announced collaborations with some of the world’s largest chip companies and hyperscale datacenters, as the company has been laser-focused on expanding growth. Today SiFive has design wins with more than 100 customers, including 8 of the top 10 semiconductor companies, in applications including automotive, AR/VR, client computing, datacenter, and the intelligent edge. This year the company rolled out new products for a range of fast-growing and high-volume markets, including a comprehensive automotive portfolio, and expanded its presence globally. This momentum was recognized last week when SiFive was awarded the prestigious 2022 Most Respected Private Semiconductor Company Award by the Global Semiconductor Alliance GSA.
“This was a standout year for SiFive, as we collaborated with some of the biggest companies on the planet to tackle their unmet needs, shifted our portfolio and revenues from embedded to high performance RISC-V products that are shaking up the industry, and expanded our global footprint,” said Patrick Little, CEO and Chairman at SiFive. “With the fast-paced growth of SiFive and rapidly increasing demand for our products, and the overall growth of the RISC-V ecosystem, as we’ve said before, the future of RISC-V ‘has no limits’ as we take the company to new heights.”
SiFive has made incredible technical progress over the last year, rolling out several products with unparalleled compute performance and efficiency. The new SiFive Performance™ P670 and P470 RISC-V processors raise the bar for innovative designs in high volume applications like wearables, smart home, industrial automation, AR/VR, and other consumer devices. The company introduced its SiFive Automotive™ E6-A, X280-A, and S7-A solutions to address critical needs for current and future applications like infotainment, cockpit, connectivity, ADAS, and electrification. Plus, SiFive enhanced its popular SiFive Intelligence™ X280 processor IP to meet the accelerated demand for vector processing, especially for AI and ML applications.
The company has continued to deepen its collaborations and partnerships as it works to transform the future of compute and define what comes next. Through partnership with Microchip, SiFive is a part of NASA’s next generation High-Performance Spaceflight Computing (HPSC) processor, which delivers a 100x increase in computational capability to help propel next-generation planetary and surface missions. Additionally, the X280 processor with the new SiFive Vector Coprocessor Interface Extension (VCIX) is being used as the AI Compute Host to provide flexible programming in a leading datacenter. SiFive also announced its work with companies including BrainChip,
Kinara (Deep Vision), Synopsys, and ProvenRun, as well as a broad set of OS, Software Tools, and EDA ecosystem processors for the SiFive Automotive Family of processors
Another big milestone for SiFive is the company’s partnership with Intel to spark innovation in high-performance RISC-V platforms. SiFive is supporting Intel Foundry Services (IFS) Innovation Fund’s goal to build innovative new multi-ISA computing platforms including RISC-V platforms optimized for Intel process technology. The IFS Innovation fund will support the creation of disruptive technologies to address modern computing challenges, with the Intel-SiFive collaboration aiming to extend the RISC-V ecosystem. At the show, the companies unveiled more details about the HiFive Pro P550 Development System (code named Horse Creek); this high-performance development system will enable the RISC-V ecosystem to productively create software when it is commercially available later in 2023.
Patrick Little and Bob Brennan of Intel show off the new Hi-Five Pro P550 development board

SiFive’s stellar growth, technical achievements, and partnerships have been recognized by prestigious organizations. In addition to the recent GSA Awards recognition, SiFive was awarded a 2022 TSMC Open Innovation Platform® (OIP) Partner of the Year award. Additionally, SiFive ranked in the top 10 percent of Inc.’s fastest growing private companies in America list.
To meet the strong customer demand for SiFive’s innovative RISC-V IP, SiFive has expanded its headcount to more than 550 employees and has opened new offices around the world, including a Research & Development (R&D) Center in Cambridge, United Kingdom, a design center in Bangalore, India, and a new office in Hyderabad, India..
At the RISC-V Summit, taking place from Dec. 12-15 in San Jose, Calif. and virtually, SiFive is presenting in more than 10 sessions, including a keynote on Dec. 13 at 10:35 a.m. PT with SiFive’s CEO Patrick Little: “RISC-V Spotlight: Delivering on Real-World Customer Challenges.” To learn more about SiFive’s business, stop by the SiFive booth in the RISC-V Summit Expo Hall”


My opinion only DYOR
FF

AKIDA BALLISTA


MicroChip's PolarFire 2 SoC FPGAs

Here's something interesting to ponder. After reading this recent article, I'm wondering whether it could have potentially uncovered something that may be referring to us being incorporated in Microchip’s formal rollout of the new mid-range FPGA and SoC family that will occur at the Mi-V conference later this year.

Looking back on the history, we know that BrainChip has a relationship with SiFive. In a press release from SiFive, they said they'll be working with us on the X280 in the Intelligence Series (see below).

Screen Shot 2023-01-12 at 12.46.19 pm.png



And Microchip has been working with SiFive since 2015. And MicroChip and Si-Five and NASA have also been working together. A couple of snippets from this article (below) make me wonder if AKIDA could be what SiFive is referring to as their “Intelligence Extensions,” which they say “are custom instructions that SiFive developed to accelerate AI/ML operations”. I wouldn't be at all surprised if we're involved in some way, shape or form in the roll-out of PolarFire 2 SoC FPGAs later this year. Anyway, it's all very interconnected and exciting IMO but my cousin is coming to lunch in a few minutes time so I'm typing this as fast as my little fingers will allow, so those who have a penchant for dot collecting, can do your thang!

ttttpm.png



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Mccabe84

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Lots of small trades going on today, possibly LDA selling their shares?
7E60273A-65BF-40BA-A7FC-945D272F5AB5.jpeg
 
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Labsy

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I know that, but if MERC stayed with the Akida chip rather than using Akida IP, I'm sure BRN would oblige.
I believe if merc needed chips, Brn would pass on as a good will gesture to a 3 rd party chip maker currently in partnership for this. But I am still adamant Bosch are supplying our chips to Merc under NDA..time will tell.
 
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Labsy

Regular
My first parcel was .40 cents then followed with 50c,60,70, up to $1.50 now my average is 87cents but I did not regret buying this stock it's my decision if I want to blame someone it would be myself only. Brn team did not ask anybody here to invest to them. Some here are like kids where if it didn't go there way they throw a tantrums to BRN team. Which is wrong! I'm very happy of investing with BRN coz in 3 to 5years I can say I'm a millionaire 😆😆😆

TheDon
My buy history is similar...hanging on now...unlike many other holder, my brn shares are limited edition...worth at least $35 a share...
Waiting untill someone is happy to pay this to unload a third...
 
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VictorG

Member
I believe if merc needed chips, Brn would pass on as a good will gesture to a 3 rd party chip maker currently in partnership for this. But I am still adamant Bosch are supplying our chips to Merc under NDA..time will tell.
If only one of us is wrong, that means the other is correct. I'd be very happy with that 😎
 
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HarryCool1

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giphy.gif
 
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ndefries

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Diogenese

Top 20
Hi MA,

That quote is based on Intel Loihi -
Correction: The burning finger has writ, and having writ, it is Intel's Kapoho Bay.

If you can't find the facts, someone will.
 
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dippY22

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Not sure what to think here. Not sure I even need to listen to Sean and Jean because others have choosen to tell me what to think before I even had a chance to listen. Bummer. I love a humans voice (i.e. Sean or Jean), opposed to a critics written voice regardless of their point of view.

Doesn't matter. Nothing matters except the current stock price? Right? .... Rigjht?

This interview was such a coup for Brainchip. In the world today it is safe to say Accenture has a seat at the table of whatever important is going on.

I beg you, let people listen and don't tell them what you think happens.
 
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Why would someone go on a podcast with a little known company if they weren’t going to use the product. This is the thought I’ve had every time someone from another company is on the podcast
Hi MA,

That quote is based on Intel Loihi -
Edit ... no! no! no! not Loihi, what's that thing that spells Kapoho Bay?
Ok thanks Dio I have deleted it
 
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Diogenese

Top 20
Hi all
Don't get discouraged with some of the crap behavior of the minority.
There's plenty on this forum that I'd be honored to share a foxhole with.

For me, it's about that time to chill for the evening.
.
Below Krismi in UK.

If you don't dig her groove, well that's your issue and you should probably seek some therapy.😃


Something for the marijuana crowd:

1673494943319.png


one for my baby:

Easy listenin' blues:

How high the moon: https://www.bing.com/videos/search?...839F4EEA903983A36BA4C6F4&ghsh=0&ghacc=0&ghpl=

Fly me to ":

When lights are low:
 
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MrRomper

Regular
Hi marco,

Big things are afoot in genomic cancer treatment.

The 9 years v 90 days for autonomous driving is compelling. Once the tech is perfected, it is easily (comparatively) repeatable. They just need to get the geography and traffic regulation database right.

The worrying thing is that a plausible liar is passing the SAT for university entrance in US. There is a way to go before ChatGPT is reliable. I can' wait to see how PvdM tackles transformers.
I suffer from a mutation of a relatively rare nerve condition (CMT). About 10 years ago they said they could try and find the type through Genomic Sequencing @ $10K per person. This has now come down to about $5K per person. But the problem I have is the small sample size of 3 which reduces the probability of success.

Enter Brainchip!
 
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Diogenese

Top 20
Why do people get upset if someone posts something negative?
Because it steals the oxygen from the room.
It takes time, and effort to research what the company might be doing, and at the early stages of a company this is very exciting.
Negative posts that are also lazy and don't offer a balanced view, kill it for everyone.
Yes. Many of the old timers here are refugees from the other place and have PTSD from the SP manipulators.
 
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Diogenese

Top 20
Excellent @Iseki!

I thought this group forum was to help be part of the Brainchip fan club! 📣📣 For example, just like we all love the same Sports Team.

We are an Informal Marketing Engine that the google spiders crawl daily. Our TEXT written here matters more than ChatGPT.

Don't we want newbies landing on this forum to get interested to learn more about Brainchip's unique opportunity?

Seems like we need to think TSE: Think Search Engine when writing.

Try to write comments to be clear, informative, and something the Brainchip Sales Manager would be proud of!

50% less jokes would be great, limited maybe? Now I have gone too far!

Trying to help. In for next Decade+, and
Focused now only on 36+ months out, Stuart.
Which half of the joke should we post?
 
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Diogenese

Top 20
I suffer from a mutation of a relatively rare nerve condition (CMT). About 10 years ago they said they could try and find the type through Genomic Sequencing @ $10K per person. This has now come down to about $5K per person. But the problem I have is the small sample size of 3 which reduces the probability of success.

Enter Brainchip!
Hi Mr Romper,

That is a really nasty disease. Hope your therapy can keep it at bay until the geneticists find the solution.

As you say - roll on BrainChip.
 
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Dhm

Regular
Referring to the Accenture e brochure, within the article, both Prophesee and IniVation were quoted as using 'massively parallel' spiking sensors. It sounds like IniVation are using our tech.

Have we talked about IniVation here before?

Screen Shot 2023-01-12 at 3.30.33 pm.png
 
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