BRN Discussion Ongoing

[Townyj]

Hey Townyj; you know that Brainchip is a "lifestyle company"? What on earth do you base that on? Perhaps you think that our employees and top executives are just sitting around sipping cocktails.

Companies like Intel have around 130,000 employees, yet Brainchip with only around 100 employees have left Intel and many other huge companies in their wake with outstanding achievements. Not only do I know you are wrong, I think you are being downright insulting to our management and staff. The cost of these achievements has been minuscule in comparison to the likes of Intel due to our hard working employees and executives. How dare you make such poorly founded accusations.

If you have it in you, I believe you owe all who work at Brainchip an apology for these comments. (My opinion only, plus those who like this post.)
Deena

Wha..?? I base it on the current outlook and how we are tracking as a company, since we are getting fed little to no info about future sales/targets or future income. Id love to get 2 million shares as a "Bonus" as a CEO. While the rest of us Retail watch it drop below 40cents.

So explain to me why they actually deserve said share's while earning an insane income already...?? This is my opinion on the topic and i don't have to give an apology.

Right now i can have a differing opinion on things, just like you can. Feeling a bit like a bear lately with the markets is all. Will no doubt change once we actually get some rock solid updates on how things are tracking.

Cheers.

 

[Bravo]

What?

 

[MDhere]

Morning DingoBorat,

I always thought the flame icon meant... your on fire, Top job.

Maybe a wooden spoon picture... for the naughty ones.???

Regards,
Esq.

or the poo emoji or maybe a piggflying

 

[curlednoodles]

If you haven't listened to this yet. Spend a good 20 minutes of your time

Thanks for posting. I felt Sean's answer to why dont you use the asx for announcements was pretty weak. Their other channels (twitter) dont get as much traffic as the ASX, so it's weird that they would deliberately not use the asx in favour of their own platform.

Also, I don't think he said Akido, that's just his accent. He says neuromorphic in an odd way, too.

 

[KKFoo]

Time to place another bet, going to double up again..

 

[DingoBorat]

Hey Townyj; you know that Brainchip is a "lifestyle company"? What on earth do you base that on? Perhaps you think that our employees and top executives are just sitting around sipping cocktails.

Companies like Intel have around 130,000 employees, yet Brainchip with only around 100 employees have left Intel and many other huge companies in their wake with outstanding achievements. Not only do I know you are wrong, I think you are being downright insulting to our management and staff. The cost of these achievements has been minuscule in comparison to the likes of Intel due to our hard working employees and executives. How dare you make such poorly founded accusations.

If you have it in you, I believe you owe all who work at Brainchip an apology for these comments. (My opinion only, plus those who like this post.)
Deena

People like Mickledork, will tell you how much BrainChip have spent to this point (over 100 million, which means tax free earnings) and then almost in the same breath, say we couldn't possibly have a chance against the big dogs spending billions

 

[Diogenese]

Here's a free webinar “ARM Cortex-M Architecture Overview” presented by John Haroian from Microchip.

It goes for 140 minutes so it would be perfect for a romantic evening's viewing.

But you'd be starting to prune in the spa.

 

[Boab]

What?

View attachment 34985

Is it just me or does this still from the website look like a heavily intoxicated cat (Bravo)

 

[Bravo]

But you'd be starting to prune in the spa.

 

[Bravo]

Is it just me or does this still from the website look like a heavily intoxicated cat (Bravo)

View attachment 34988

It's scary how much that resembles me.

 

[Townyj]

People like Mickledork, will tell you how much BrainChip have spent to this point (over 100 million, which means tax free earnings) and then almost in the same breath, say we couldn't possibly have a chance against the big dogs spending billions

I'm a 100% sure Mickledork is Sherman aka.Shareman... Writes exactly the same on the MF articles as the HC bs

 

[wilzy123]

I'm a 100% sure Mickledork is Sherman aka.Shareman... Writes exactly the same on the MF articles as the HC bs

.... and who does this remind you of on here?

 

[Deadpool]

On a day like today, where we focus of the tyranny and injustices of the past and the many brave men and women who paid the ultimate price, I for one feel very humbled and privileged for the sacrifices they made, to be here living a good life in a free and democratic society.
To the people that are disillusioned at present with BRN, please show a bit of humility, put aside your egos or sense of self-importance to listen, learn and grow to what is actually unfolding here.
In my eyes, this is only the calm before the storm, short term pain for long term gain, we are on the cusp of the 4th industrial revolution and BRN is positioning itself nicely with its growing number of commercial friends. We are on track to get a decent slice of the pie with maybe a nice Muscat to wash it all down for all the hard and dedicated work the whole of team Brainchip has achieved thus far.

 

[manny100]

Had a 2nd listen to the 3rd Quarter Q & A. I thought it was very good and addressed many of the queries often seen on forums.
Not sure why so many are complaining about the podcast but i suspect we may have a few downrampers deliberately stirring up unrest.
One thing that must be taken into account is that BRN is still regarded as a spec stock and that is what we invested in.
At least we now have a 'line of sight' as to when Gen 2 will be commercially available and that revenue will start to flow in (2024+).
I note that early adapters have access already.
I am optimistic and still accumulating.

 

[DingoBorat]

I'm a 100% sure Mickledork is Sherman aka.Shareman... Writes exactly the same on the MF articles as the HC bs

Might just be convergent evolution..

Convergent evolution occurs when species occupy similar ecological niches and adapt in similar ways in response to similar selective pressures. Traits that arise through convergent evolution are referred to as 'analogous structures'. They are contrasted with 'homologous structures', which have a common origin.

We have common terms for these kinds of people, which I will abbreviate as DHs and FWs, even though they have no direct relationship to eachother.

Knockers of BrainChip, will always "sound" the same.

 

[MDhere]

Thanks mate, will bookmark that straight away. Saved to watch later in yt account. Cheers

My brain is stuck with the words market 2030 $15 trillion dollars won't be generated by the cloud it will come from Edge Devices.

15 trillion reasons why this small 1000 eyes group are here to see an explosion of sales. I think myself lucky to be 1 shareholder in this $15 trillion dollar market.

Amen 15 trillion times.

 

[Bravo]

Some thoughts on the ARM chip;
1. Qualcomm litigation;
2. Major customers seeking to design their own processors.
3. ARM recently advised that it saw a major risk in having a large proportion of its business with a few major customers.
4. ARM recently announced proposed changes to its licensing model to increase revenue.
5. Softbank has $170B debt.
6. ARM is suddenly chummy with BRN.

1. Qualcomm supplies the processors for most mobile phones.

Qualcomm took over Nuvia which had a licence from ARM providing access to more advanced tech than the Qualcomm licence from ARM. ARM contends that the licence is non-transferrable. So does the ARM chip give ARM extra leverage over Qualcomm, possibly with a view to a settlement, because it would be a major shift for ARM to become a chip seller?

2. If ARM's major customers develop their own chips in competition with ARM, then ARM will need to find a new market. As we have seen selling IP to new customers is a tough job, so providing the finished article may be an easier task.

3. See 1 & 2.

4. This is no doubt linked to 5 and also to 1.

5. res ipsa loquitur. Softbank need a heap of readies.

6. The half-full version is my preferred outcome (ie, unsupported by any confirmatory evidence), where ARM decides to float off its in-house AI, Helium, and replace it with Akida 2 in their "more advanced" chip.

The dots here are:
BrainChip joining ARM's preferred partners,
the very recent announcement of ARM's fabless chip production plans, where
IFS is slated to be the fab,
BRN is an IFS partner, and
ARM is about to sing Akida's praises.

There does seem to be something very exciting bubbling away in the old crockpot , doesn't there Dodgy?

One thing I thought was a bit odd though about the article I read on Arm's chip-making ambitions was where it stated "People close to Arm insist there are no plans to sell or license the product and that it is only working on a prototype" and "The hope is that the prototype will allow it to demonstrate the power and capabilities of its designs to the wider market".

I don't understand what the point would be in working on a prototype if it wasn't going to be sold or licensed? Am I missing something?

 

[Beebo]

From my perspective, it is crystal clear the glass is 3/4 full. I even averaged down and provided my wife guidance to check our accounts this October.

Cheers!

(Please check on me this October)

 

[Diogenese]

There does seem to be something very exciting bubbling away in the old crockpot , doesn't there Dodgy?

One thing I thought was a bit odd though about the article I read on Arm's chip-making ambitions was where it stated "People close to Arm insist there are no plans to sell or license the product and that it is only working on a prototype" and "The hope is that the prototype will allow it to demonstrate the power and capabilities of its designs to the wider market".

I don't understand what the point would be in working on a prototype if it wasn't going to be sold or licensed? Am I missing something?

Well didn't someone quote Sean as saying that an option was for us to "sell them the chip"?

I think we have learned that licensing IP is a hard sell. ARM is warning that it has only a few major customer making up 75%+ of their sales. You've got to pretty big to have a custom-made chip for yourself - it costs a few million dollars.

So are we now walking back the IP licence only model?

I'd also like to see us licensing the Akida simulation software for commercial use as we did with Studio. Software licences are renewable annually, and we could also licence our model libraries. These would involve no capital outlay from the users, just the licence fee, and no repeat manufacturing costs other than improvements and debugging for us.

In modern parlance, we need to monetize our assets.

Now hopefully there will be a big announcement in the coming weeks so you can see I'm just blowing smoke (whatever that means).

 

[Diogenese]

Well didn't someone quote Sean as saying that an option was for us to "sell them the chip"?

I think we have learned that licensing IP is a hard sell. ARM is warning that it has only a few major customer making up 75%+ of their sales. You've got to pretty big to have a custom-made chip for yourself - it costs a few million dollars.

So are we now walking back the IP licence only model?

I'd also like to see us licensing the Akida simulation software for commercial use as we did with Studio. Software licences are renewable annually, and we could also licence our model libraries. These would involve no capital outlay from the users, just the licence fee, and no repeat manufacturing costs other than improvements and debugging for us.

In modern parlance, we need to monetize our assets.

Now hopefully there will be a big announcement in the coming weeks so you can see I'm just blowing smoke (whatever that means).

Used to mean your rings were shot ...