BRN Discussion Ongoing

[Boab]

From that video - Tenstorrent sounding like a winner and business scale over time will huge - ie. Processing for cloud service providers who need millions of chips.

We think Brainchip is in with Tenstorrent right?

While BrainChip is the company’s first hardware IP partner, SiFive has design wins for its host processor IP, including data center AI accelerator company Tenstorrent.

 

[Fastback6666]

Tony Dawe mentioned that if someone is using Akida, they wouldn't be keeping it a secret and would be using it in their marketing so I just want one of these bloody dots to start shouting it from the rooftops. Preferably Qualcomm!!

Yes and we want them/Mercedes also to more quantify the specific detail around scale of use in their cars/models....so that some estimated value can be attributed to that scale. Defined value = SP rise.

 

[Steve10]

From that video - Tenstorrent sounding like a winner and business scale over time will huge - ie. Processing for cloud service providers who need millions of chips.

We think Brainchip is in with Tenstorrent right?

I think there is some link between them.

The important take away for me was that some of these chips will sell in low volume (higher end) whereas the high volume chips will sell in the billions. Some of these fancy higher end chips are primarily used by research institutions & universities in leau of high volume commercial applications.

Akida is for high volume applications. Low cost solution to numerous current problems. Applications limitless. Apptronik CEO has mentioned the one hardware platform they are developing for NASA robots will be the iPhone of robots. Can easily be updated/re-configured with software & applications are limitless. At 1min 49sec in video. Ant61 is using Akida for their robot so Apptronik could be using it as well.



The other thing he mentioned was that some of these AI start ups were laying off staff & some disappeared. He mentions Mythic.ai as one of them.

 

[Fastback6666]

Yes so the silence isn't just because of NDA's unfortunately. Tony is pretty much saying that no one has implemented AKIDA in a commercial product yet. Time is ticking on Gen 2 as well - where are those customers who wanted the upgrades. Surely it wouldn't take too long for them to determine that the new features suit their needs (they would have already done extensive testing on Gen 1) so it should just be a re-run with the new tech. There seems to be significant difficulty in signing deals here, regardless of how revolutionary and beneficial AKIDA might be.

I have to say design, programming/config and testing can take an awfully long time to achieve for a new commercial product from any one of Brainchip’s partners ....as people have said here, some of these partners have been engaged for 2 to 3 years now and hopefully their coming to point to market and commercialise their fully tested end product...ON SCALE!

 

[rgupta]

This is from Qualcomm aired today .
It runs for 45 min . I found it all very interesting.

@Diogenese from the 39 minute mark you may find some interest from what’s been discussed on here today

Dr. Vinesh Sukumar, a senior director and head of AI/ML product management at Qualcomm Technologies.

Some guy by the name of Rob Telson liked it too

Listen around 23-25 min mark.
On device optimization without cloud.
Another reason to believe either they have a technology similarl to us or they are renting from us.
Dyor

 

[langeo]

 

[Newk R]

Tony Dawe mentioned that if someone is using Akida, they wouldn't be keeping it a secret and would be using it in their marketing so I just want one of these bloody dots to start shouting it from the rooftops. Preferably Qualcomm!!

So no revenue this 4C?????

 

[Fenris78]

So no revenue this 4C?????

When do we expect revenue from Valeo's $1 billion euro sale.... "if" Akida is inside? Would that need to be invoiced, or would cash flow foe the quarterly be generated via any partnership agreement??

 

[Fenris78]

When do we expect revenue from Valeo's $1 billion euro sale.... "if" Akida is inside? Would that need to be invoiced, or would cash flow foe the quarterly be generated via any partnership agreement??

My question regarding "if" Akida is inside... is because if Valeo have announced initial sales orders for gen 3 lidar... shouldn't we have an IP license in place? However, this could also be via either Renesas or Megachips too.

 

[Diogenese]

Ok I feel like @Bravo 's wingman with this post. Akin to Iceman and Maverick or Thelma and Louise. It just depends on if you are a glass half full or empty kind of person.

Now I have attached a US Patent for TDK. (sourced today from USPTO). Column 6 Lines 15 to 62 where it talks about 'mimicking the human brain' looks pretty interesting. Is it a SNN? I have no idea. Ok I might have a little. But I am still learning and will need to refer this to our resident expert (@Diogenese ) .

While the specification refers to neural networks, this patent is not for NNs. However there may be a subsequent continuation patent more relevant to NNs.

The introduction of the specification usually tells you what the invention is about:

The claims at the end tell you what the invention is about.

 

[Kachoo]

Interestingly I feel more and more companies are rolling out patent applications on tech involving Neuromorphic processing.

Now I think thus is a key step for these companies and partners to solidify their rights to their product to road block the competition. This would be prior to announcements on comercial products.

A logical step.

I was thinking really BRNs product is not really that simple to explain it's a technological edge for a client's products so these customers I think will be trying to protect their product IP cause if they did not what stops company b coping the product with Akida also . IMO

 

[FlipDollar]

View attachment 33679

When I used to be on the crapper (HC in case your mind went elsewhere haha), I got told about a dead stock forum with no traffic (FM3 I think?) that was used by some posters to discuss other stocks that they had a vested interest in. They could use that to have uninterrupted discussion.

I wouldn’t be surprised if some posters here have access to something similar to escape the shit posting but Zeebot would be the only one who could confirm either way.

Conspiracies aside everyone’s just waiting for news is the most realistic reason

 

[Diogenese]

Another US Patent (sourced today from USPTO). This time it is for Toshiba who were mentioned by Teksun (Shhh).

Now the Patent does not look like it is for any specific product. However, it might be used as a foundation or buiding block for future products?

@Diogenese sorry for being a pest. But can you please check this one as well.

This one is about backpropagation and learning, couched in the poetic language of trees, but I can't see the net for the holes.

 

[jk6199]

The benchmarking on the 6th will be interesting as well.

It may or may not show up some other products on the market?

 

[rgupta]

View attachment 33679

May be missing FF for last 2 days!!

 

[ndefries]

So no revenue this 4C?????

Its hard to know. We know that there was possibly two licenses paid for that we doing know about. If they were purchased close to when the license was needed then royalties could have commenced and be a big surprise.

We also know that Renases said this “Now you have accelerators for driving AI with neural processing units rather than a dual core CPU. We are working with a third party taping out a device in December on 22nm CMOS,” said Chittipeddi who is the Executive Vice President and General Manager of IoT and Infrastructure Business Unit at Renesas Electronics.

Renesas is taping out a chip using the spiking neural network (SNN) technology developed by Brainchip.

Learn more about the collaboration between BrainChip and Renesas as they tap out a chip using the Spiking Neural Network (SNN) technology.

brainchip.com

If they have tapped this out in December there is a chance in Q2 4C we will see royalties start to flow.

I am not aware of much else that would drive income apart from engineering support, some valeo progress payments, any payment Megachip still owes us or something to do with the Akida 1500 tape out (athough that is still premature). Overall dont have much expectation for Q1 revenue.

 

[alwaysgreen]

Its hard to know. We know that there was possibly two licenses paid for that we doing know about. If they were purchased close to when the license was needed then royalties could have commenced and be a big surprise.

We also know that Renases said this “Now you have accelerators for driving AI with neural processing units rather than a dual core CPU. We are working with a third party taping out a device in December on 22nm CMOS,” said Chittipeddi who is the Executive Vice President and General Manager of IoT and Infrastructure Business Unit at Renesas Electronics.

Renesas is taping out a chip using the spiking neural network (SNN) technology developed by Brainchip.

Learn more about the collaboration between BrainChip and Renesas as they tap out a chip using the Spiking Neural Network (SNN) technology.

brainchip.com

If they have tapped this out in December there is a chance in Q2 4C we will see royalties start to flow.

I am not aware of much else that would drive income apart from engineering support, some valeo progress payments, any payment Megachip still owes us or something to do with the Akida 1500 tape out (athough that is still premature). Overall dont have much expectation for Q1 revenue.

This is a spot on post imo but I doubt we will see anything in the way of royalties from Renasas yet.

There is also the possibility that someone has signed a license agreement through Renasas or Megachips which does not need to be disclosed to the markets.

I am keeping my expectations low for this though. Reading between the lines of the Akida 2.0 announcement, it seems like there are multiple potential customers that needed tweaks to the first Akida in order to meet their needs. I doubt an agreement has been signed that quickly but there's a possibility.

 

[Zedjack33]

Good morning,

I do self invest with QSuper and have just been notified that Self Invest is closing to new investors as of the 1 July 2023.

Just thinking that this might have something to do the superannuation changes to tax concessions, and tax to be paid on unrealised capital gains that Treasurer Jim Chalmers wants to bring in. Maybe the funds are thinking along the lines that the changes will be to hard to manage with regards to implementing tax paid on unrealised capital gains.

I would be interested to know if anyone else has received any such notification from the super funds with the ceasing of accepting any new members to direct invest within their funds.

Regards
Meetupsoon.

Yup. Received email also.

 

[DollazAndSense]

Here's a video with Amit Mate from GMAC Intelligence. He discusses use cases for people and object recognition in stores like Amazon, where customers can simply walk in, grab whatever products they want and walk out without paying through a register. All performed on the edge in real time.

Elevate your retail experience with Just Walk Out technology | Amazon Web Services

What would shopping look like if you could walk into a store, grab what you want, and just go? Consumers want convenient experiences. According to the 2021 Shopper Vision Study from Zebra Technologies, 60 percent of respondents state that long wait times to check out are a major concern while...

aws.amazon.com

Some key points that stand out to me. Apologies if you already posted this info @Bravo , I must have missed it!

"While the consumer experience driven by our technology is simple, there’s a great amount of complexity behind the scenes. The experience is facilitated by state-of-the-art computer vision (CV), sensor fusion, and deep learning algorithms made possible by several pieces of hardware and a system of in-store and cloud microservices that we’ve designed."

What hardware powers the Just Walk Out technology shopping experience?​

"Once consumers enter the store, our technology relies on in-house-designed cameras to identify what products consumers take off or put back on the shelves. Each of our cameras has high resolution and a wide field of view, allowing us to install the fewest number of cameras possible. The reduced number of cameras makes the technology cost effective. We run CV algorithms directly on the camera to process data locally to reduce the bandwidth needed to send data to other devices or to the cloud. To provide security, our cameras also incorporate hardware-backed security capabilities and end-to-end encryption of data both locally and while being sent between our services."

Bringing the power of the cloud to the store​

"While Amazon Web Services (AWS) helps us to elastically scale our resources to process data, stores can be a long distance from a data center, and there can often be a large amount of data to process. Our initial prototypes and installations in our own store formats started with all of our processing done in the cloud. As we scaled to different locations and larger store formats, we quickly needed to iterate on an architecture to allow us to run our algorithms where it makes the most sense—either in the cloud with elastic compute or in the store where the data is.

To manage these bandwidth issues, we built an edge computing architecture to process sensor data and compute receipts locally without going back and forth to the cloud. Placing compute close to our data helps us to improve reliability by sending less data over the internet.

Ultimately, all our cameras, sensors, and scanners create a significant amount of data to process. To make the whole system more robust, the data streams are processed as independently as possible, resulting in a highly concurrent and asynchronous architecture."

 

[VictorG]

Short and beautiful, be sure to read the comments as well.

'Edge Computer Vision. | Mohd Amirrudin Esa

'Edge Computer Vision. Edge AI. Machine Autonomy'. Imagine a future where machines not only UNDERSTAND the world around them, but can also ACT on that understanding in #realtime, without the need for a connection to the #cloud. That #future is NOW. Edge Computer Vision and Edge AI are...

www.linkedin.com