BRN Discussion Ongoing

[Diogenese]

I'll bet you there's a forum or chat group of bolt enthusiasts somewhere, heatedly talking up the merits of left vs right handed threads, head shapes and hardening techniques used and don't get me started on imperial vs metric gauges!!!

A riveting discussion!

 

[Quiltman]

My Father-in-Law is a professor of physics. He worked on creating a vacuum between two panes of glass for 20 years. The IP was all about understanding the physics around the pressure points where the pillars join the panes. Several papers, challenging the laws of physics… all way, way over my head.
Eventually the science led to a commercial outcome with a Japanese glass company, generating royalties as the product went to market. No mention, other than initial white papers from the company, has ever been made of the IP of the incredible science behind their new product.
All marketing material for the glass company is aimed at the end benefit for the consumer, not the deep science behind it.
The only visibility of the IP being commercially available … the financials of the entity my Father-in-Law once worked for ( he is now retired).

Sound familiar !

 

[Diogenese]

Gotta remember this car is not much diff to the EQXX in so much as they are both concepts.

The key diff is that the EQXX was a proving vehicle where MB threw essentially the kitchen sink of tech at it to show their capabilities.

Given BRN never had, on the surface, a formal agreement I would suggest that the EQXX was merely mutually beneficial for BRN to showcase their tech...no more no less at this point imo.

Suspect no $ changed hands hence no material Ann via the ASX either at the time from memory.

We could have provided anything gratis and in return we get the publicity and POC in an end product which is worth something, just not monetary at the time.

The CLA is slated for production around late 24 as I understand and we know from job ads etc that MB are still interested and working on neuromorphic.

Happy to be wrong but as I said a few days ago, I didn't expect we'd be in this release.

To me it's bang for buck and goes back to BRN saying that AKD1000 didn't get traction as other products available that were fit for purpose enough.

Would probably be much easier to have NVIDIA whole system rather than try integrate one small SNN for a wake word or one component when the return would not be worth the investment.

Eg. How much return will they get in power for the road going car and would it make much of difference overall to their vehicle buyers at this time?

Makes a diff to a proving vehicle showcasing their future obviously.

Now that's said, it doesn't discount that we could end up in the production MBOS by the time the CLA rolls off the line.

Personally suspect they are trying to explore the full capabilities of Akida via 1500 and 2.0 to provide that bang for buck in say, infotainment, drivetrain (vibrations etc), battery management, maybe LIDAR integration and wherever else.

Hi Fmf,

I imagine there would have been an R&D contract including MB, Brainchip and Nvidia, redolent with NDAs, and some money paid by MB for our services in developing the system and providing the chips.

Remember our relationship with Nvidia was said to be more partners than competitors. So no up front licence fee, but a share of profit?

As to only using Nvidia, I think Marcus Schafer (or Magnus Osteberg) mentioned SoC's in his motor show linkedin post.

 

[Fullmoonfever]

Hi Fmf,

I imagine there would have been an R&D contract including MB, Brainchip and Nvidia, redolent with NDAs, and some money paid by MB for our services in developing the system and providing the chips.

Remember our relationship with Nvidia was said to be more partners than competitors. So no up front licence fee, but a share of profit?

Hopefully.

That's the prob with the NDAs etc as we know.

Is all conjecture without formal notification unfortunately.

 

[Calsco]

I looked at the program timetable for the auto show and MB is presenting multiple times throughout the day however there is one on at 11am that is about “pioneering technology” this is the description of the lecture.

Lecture Description

With the power of innovation more decisive than it has ever been, Mercedes-Benz continues to electrify and elevate the customer experience based on a foundation of pioneering technology. This talk explains how, with a deep dive into a close-to-production concept that provides an insight into a new model family. Engineered on the new Mercedes-Benz Modular Architecture (MMA) and the company’s unique in-house operating system “MB.OS”, it draws on important learnings from the VISION EQXX and takes major strides in the digital experience. The talk also explores other key areas of pioneering technology that place Mercedes-Benz at the forefront of developments in infotainment, automated driving and charging.

 

[Diogenese]

My Father-in-Law is a professor of physics. He worked on creating a vacuum between two panes of glass for 20 years. The IP was all about understanding the physics around the pressure points where the pillars join the panes. Several papers, challenging the laws of physics… all way, way over my head.
Eventually the science led to a commercial outcome with a Japanese glass company, generating royalties as the product went to market. No mention, other than initial white papers from the company, has ever been made of the IP of the incredible science behind their new product.
All marketing material for the glass company is aimed at the end benefit for the consumer, not the deep science behind it.
The only visibility of the IP being commercially available … the financials of the entity my Father-in-Law once worked for ( he is now retired).

Sound familiar !

Hi Quiltman,

I do have a recollection of an article about that or a similar development many moons ago. Something about getting the surface perfectly flat on a molecular scale.

But AI is in a different boat - everybody knows about it, not just us geeks.

 

[HopalongPetrovski]

I suppose I'll keep sharing until zee opens my email and pushes the button for me.
View attachment 43921
So we'll be able to watch Peter's and co' dream that has become a reality in action.

Will you share why you are leaving us Rise?

 

[Tothemoon24]

My Father-in-Law is a professor of physics. He worked on creating a vacuum between two panes of glass for 20 years. The IP was all about understanding the physics around the pressure points where the pillars join the panes. Several papers, challenging the laws of physics… all way, way over my head.
Eventually the science led to a commercial outcome with a Japanese glass company, generating royalties as the product went to market. No mention, other than initial white papers from the company, has ever been made of the IP of the incredible science behind their new product.
All marketing material for the glass company is aimed at the end benefit for the consumer, not the deep science behind it.
The only visibility of the IP being commercially available … the financials of the entity my Father-in-Law once worked for ( he is now retired).

Sound familiar !

Hi @Quiltman
Interesting you mentioned the example of glass , an industry I have experience in .
Not cross promoting , you maybe interested in the developments of CPV

 

[Tony Coles]

We don't have a license through them either? Do either deal with mega chips?

Majority of licences will eventually be through Arm, wait until they set up their IPO in nasdaq.

Rise From The Ashes, i hope its only a breather for a short while, looking forward to seeing you back soon mate, hopefully every thing good bud, we all enjoy ur research and comments, unless your going back to hot crapper…

 

[Frank Zappa]

Will you share why you are leaving us Rise?

I would like to know as well . I have valued Rise’s posts . You going will devalue the forum considerably.

 

[equanimous]

I suppose I'll keep sharing until zee opens my email and pushes the button for me.

Zee is on holidays for 2 years. Keep posting Rise

 

[skutza]

Well Markus must be very rich and of no need for additional financial benefits of any kind. Because if I was in his shoes I would've bought a shitload of BRN shares and then wait for at least 6 months before sending out on my LinkedIn page that MB are loving the Brianchip partnership and watch this space. 3 days later i'd retire

 

[Moonshot]

Gotta remember this car is not much diff to the EQXX in so much as they are both concepts.

The key diff is that the EQXX was a proving vehicle where MB threw essentially the kitchen sink of tech at it to show their capabilities.

Given BRN never had, on the surface, a formal agreement I would suggest that the EQXX was merely mutually beneficial for BRN to showcase their tech...no more no less at this point imo.

Suspect no $ changed hands hence no material Ann via the ASX either at the time from memory.

We could have provided anything gratis and in return we get the publicity and POC in an end product which is worth something, just not monetary at the time.

The CLA is slated for production around late 24 as I understand and we know from job ads etc that MB are still interested and working on neuromorphic.

Happy to be wrong but as I said a few days ago, I didn't expect we'd be in this release.

To me it's bang for buck and goes back to BRN saying that AKD1000 didn't get traction as other products available that were fit for purpose enough.

Would probably be much easier to have NVIDIA whole system rather than try integrate one small SNN for a wake word or one component when the return would not be worth the investment.

Eg. How much return will they get in power for the road going car and would it make much of difference overall to their vehicle buyers at this time?

Makes a diff to a proving vehicle showcasing their future obviously.

Now that's said, it doesn't discount that we could end up in the production MBOS by the time the CLA rolls off the line.

Personally suspect they are trying to explore the full capabilities of Akida via 1500 and 2.0 to provide that bang for buck in say, infotainment, drivetrain (vibrations etc), battery management, maybe LIDAR integration and wherever else.

Tend to agree with you, although if akida was on board they would boost unit sales of the new cla in Australia by at least 1000 I would say, I’d certainly buy one- but no akida, no sale

 

[Moonshot]

Tend to agree with you, although if akida was on board they would boost unit sales of the new cla in Australia by at least 1000 I would say, I’d certainly buy one- but no akida, no sale

Hope Dio is right though…

 

[Fullmoonfever]

I see LDA happily promoting us via what appears to be a test article link from May 23 if you look at the url itself.

Given current topic at the mo, interesting comment re MB

Unveiling Australia’s Technology Titans – LDA Capital

www.ldacap.com

Unveiling Australia’s Technology Titans​

In today’s digital era, the power of technology is irrefutable. Australia’s technology sector, significantly driven by small-cap publicly listed companies like BrainChip Holdings (BRN:AU), My Rewards International (MRI:AU), Splitit Payments (SPT:AU), and Ansarada Group (AND:AU), is becoming a global contender, investing heavily in innovative solutions.

BrainChip, which is one of LDA’s portfolio companies listed on the Australian Securities Exchange (ASX), is a noteworthy player in artificial intelligence (AI). The firm develops AI-powered hardware and software, including the Akida Neuromorphic System-on-Chip, a device that brings brain-like processing to edge AI applications. Their investment into AI technology has positioned them at the forefront of this rapidly expanding sector having signed partnerships with industry leaders such as Mercedes Benz.

My Rewards International, another ASX listed portfolio company of LDA, is leveraging cloud computing to develop advanced loyalty, incentive, and reward solutions. The company’s robust technology platform, supported by significant investment, is helping businesses engage more effectively with customers.

On the fintech front, Splitit Payments has carved a niche in the buy-now-pay-later market. Offering a unique card-based installment solution, Splitit’s considerable investment in its proprietary technology platform is redefining payment experiences for customers and differentiating them from other BNPL players.

Lastly, Ansarada Group is bringing AI to the fore in data management. Providing AI-powered virtual data rooms and business readiness platforms, Ansarada’s strong investment in AI and machine learning capabilities is improving business efficiency and decision-making.

The impact of these innovative investments is profound and far-reaching. From AI and ML applications to innovative financial solutions and data management platforms, these small-cap companies are transforming industries, enhancing customer experiences, and driving economic growth. For instance, BrainChip’s AI technology is making machines smarter and more efficient. My Rewards International’s digital platform is helping businesses to understand and reward their customers better. Splitit Payments’ unique solution is providing more flexible payment options, and Ansarada’s AI-driven platforms are simplifying complex data management tasks.

Australia’s tech sector is experiencing an exciting shift, spurred by the ambitious and innovative companies of all sizes.

These businesses, through their substantial investments in groundbreaking technologies, are not just changing the face of Australia’s tech industry, but also paving the way for a more innovative and digitally empowered future.

 

[Pappagolla]

Gotta remember this car is not much diff to the EQXX in so much as they are both concepts.

The key diff is that the EQXX was a proving vehicle where MB threw essentially the kitchen sink of tech at it to show their capabilities.

Given BRN never had, on the surface, a formal agreement I would suggest that the EQXX was merely mutually beneficial for BRN to showcase their tech...no more no less at this point imo.

Suspect no $ changed hands hence no material Ann via the ASX either at the time from memory.

We could have provided anything gratis and in return we get the publicity and POC in an end product which is worth something, just not monetary at the time.

The CLA is slated for production around late 24 as I understand and we know from job ads etc that MB are still interested and working on neuromorphic.

Happy to be wrong but as I said a few days ago, I didn't expect we'd be in this release.

To me it's bang for buck and goes back to BRN saying that AKD1000 didn't get traction as other products available that were fit for purpose enough.

Would probably be much easier to have NVIDIA whole system rather than try integrate one small SNN for a wake word or one component when the return would not be worth the investment.

Eg. How much return will they get in power for the road going car and would it make much of difference overall to their vehicle buyers at this time?

Makes a diff to a proving vehicle showcasing their future obviously.

Now that's said, it doesn't discount that we could end up in the production MBOS by the time the CLA rolls off the line.

Personally suspect they are trying to explore the full capabilities of Akida via 1500 and 2.0 to provide that bang for buck in say, infotainment, drivetrain (vibrations etc), battery management, maybe LIDAR integration and wherever else.

I reckon it’s still worth it for Mercedes to start using neuromorphic computing, even for just a few tasks, when you look at it from a marketing perspective.

Remember the EQXX ad that they ran during The Masters? From memory NC was one of three technologies specifically mentioned and that’s because they position themselves as a technology leader among other things. They’re cultivating that image in that ad with “the car that thinks like you.” Sounds futuristic MB, I’m impressed!

They’ll want to be the first to use NC in a production car so they can gloat about it IMO (as they’ve already done once).

 

[GazDix]

I think we all love BrainChips tech but the issue a lot don’t get is that Akida is an enabler, enabling things built incorporating it to have potentially far greater possibilities - i.e. Akida would play a supporting role to the Nvidia supercomputer mentioned as the principle in MB.OS but Mercedes won’t likely mention BrainChip or Akida when talking up their latest concept (maybe they’ll prove me wrong?); it’d kind of be like somebody spruking the benefits of using a particular bolt to make the latest ship built more seaworthy, who would be interested (apart from shareholders)?. At the AGM there was a question raised about whether we would ever see ‘Akida inside’ like ‘Intel inside’ as a way of putting us out there and the answer from someone was something like Akida technology will rest so deeply in products as a part of something that is apart of something else that that would just not make any sense. I think it will never be that obvious where we sit in the scheme of things but if everything goes to plan the balance sheet should finish up stating our ubiquity. AIMO.

Absolutely agree jardiff999.

There is absolutely no incentive for Mercedes, Airbus, HP, Ford or whoever else to promote or even mention they are using Akida technology. Why would they want exposure to competitors revealing their 'secret sauce'?
This is also why Sean said 'follow the financials'. I just wished he made it completely clear why.
This is why I am hoping 1500 or 2000 can attract an industrial player that may be a major player or monopoly in its field to sign an open IP contract or joint agreement that must be announced with the ASX with Branchip seeing they don't worry about competition as much. A John Deere, a government owned enterprise, NASA or whoever.

Japan is more a collective culture, so when Renesas signed with us for 1000, Megachips jumped on board as well. They share ideas together and are already powerhouses so it didn't bother them not operating under an NDA.

But this also easily gives ammunition for shorters and trolls (here and at HC) to always put doubt forward about our progress. Our progress will still be very voaltile financially IMO until late 24/25 possibly. The scale at which we will build revenue is what shareholders don't know (and I am strongly against revenue forecasting) and it is fun to share our predictions here. Also remember our margins are large as well seeing we have an IP structure.

If we can sign a few contracts by the end of the year, I think it will be a very interesting 2024 seeing this is when global liquidity should kick in again. More contracts will mean more exposure, and with lowering interest rates and a booming technology sector, and SP should multiple in spades IMO. But that window is between now and Q2 2024, and we need to get a few runs on the board from now until then revenue and contract wise.

 

[miaeffect]

Listen carefully

 

[cosors]

Hi @cosors,

Friend of yours?

View attachment 43920


https://www.guidecom.de/solutions/


Organization and support of decision-making processes

Your advantages at a glance

• Fully digital mapping of the decision-making process
• Implementation of individual, circular and meeting resolutions
• Organization of all meetings of company management and other committees
• All templates and tasks available on all mobile devices
• All information in an integrated software solution with a stringent rights concept

No, but this offer sounds good for now. Many companies here seem to have given up the race. Just now on the radio it's about Bosch, e.g., which had invested massively in battery technology or LIDAR and has abandoned both and is currently writing them off and wants to work more closely with China and further away from the automotive. The radio report goes on to say that no region or country in the world invests more in future technologies than Germany in this sector. Apparently this seems to be of no use and only MB seems to have success in this sector.

And just now, our clown of an economics minister is calling on the automobile companies to invest even more. As if more would achieve more. But he also comes from a party that is anything but close to industry and for me rather stands for deindustrialization. Actually a topic for the bar.

I heard from Bosch that they have a kind of (fully digital) ticket system for tasks. The problem is that everyone only follows blindly or mindless this ticket system instead of talking to the people they work with. I heard that sometimes years old tasks or tickets pop up that are now obsolete which are nevertheless worked off or time is wasted trying to do so. Like a robot without a functioning brain, like in a government agency, always in circles instead of moving forward.
They seem to be working inefficiently past each other. If what I was told by a frustrated person is true. It is only one example.

Others can only dream of his offer and have no overview because insufficiently digitized, especially here in Germany. I think the solution lies somewhere in the middle.
At the moment it seems that MB just has no problem with this and therefore his offer seems perhaps wrongly addressed, for me if it is an offer. Seems to work for MB.

He seems to be one of us?

 

[cosors]

PS Sorry to see Rise from the Ashes depart.
Hope all is well and that he returns to us soon.

He seems to be 'saying' goodbye to us. I hope he reconsiders.