BRN Discussion Ongoing

[Pom down under]

On the down side, BRN "outplaced" its chip sales department a few years ago, so initial uptake may be slower than we would wish. BRN's marketing department will need to take up the slack in addition to promoting the edge box, edge server, PCIe, Raspberry Pi, ...

 

[HopalongPetrovski]

Hi jrp,

Have to take issue with your statement that there has been "very little information flow".

Just recently: QV/DoE Cybresecurity/M2, Pico, ESA, FG, micro-Doppler radar, Bascom Hunter 3U VPX SNAP card, finalization of Akida 2 IP, ... the list goes on.

https://investors.brainchip.com/news

Admittedly, there has been little news on the revenue front other than the micro-Doppler contract., but, as I keep saying, I do think the release of the M2 board with QV's CyberNeuro-RT malware detection has a potentially unlimited market. Cybresecurity is an issue for all connected devices. M2 is a spin-off from the QV/DoE cybersecurity SBIR, and, while I haveen't seen the outcome of the DoE SBIR, the production of the M2 card suggests to me that the project has been successful in detecting and blocking malware. QV's Cyberneuro-RT was developed in conjunction with Lockheed and Penn State Uni, so it is possible/likely that Lockheed is quite familiar with Akida.

While there are software cybresecurity products available, near-real time cybresecurity is an unmet need and we have a COTS product to met thaat need.

On the down side, BRN "outplaced" its chip sales department a few years ago, so initial uptake may be slower than we would wish. BRN's marketing department will need to take up the slack in addition to promoting the edge box, edge server, PCIe, Raspberry Pi, ...

Hi Dio.
Could you please dumb it down a touch for me.
As far as a product goes do you see it as something that will be primarily used by enterprise grade operations such as data centres which would, I assume, have limited numbers, but would also be quite lucratively priced?

Is it likely that a product in a usb raspberry pi form factor that could be relatively cheaply produced in large quantities would be made available for purchase by the likes of me as a commercial personal cybersecurity device I could attach to my laptop/ desk computer?

As you say, I pay an annual subscription for software based security for my systems but would dearly like to supplement/ enhance my protection with something Akida based.
I agree, in that I see that as a potentially huge market for BrainChip to tap.
Indeed, possibly a Company making market.
Or am I just dreaming in this regard.
Thanks in advance.

 

[Cardpro]

"Moving to the US market now is like getting a new pen to get higher score for exams instead of actually studying. It’s a joke"

We don't really have much choice, with the changing dynamics, of the Largest Economy in the World.

Yes, we need more traction going in and that is likely still happening, as we "speak".

We don't need China.

But we do need America.

Approaching penetrating the US markets, with your mentality "now" is like saying..
"Well, you haven't done well there so far, let's see how you do, with one arm tied behind your back"..

Without any revenue, this isn’t about getting a better pen—it’s about learning the alphabet first before blaming the pen.

Sure, a better pen might help, but no one is going to hand them one for free. They need to prove they can actually use it. The reality is, they haven’t even shown us they can write, so why are we talking about writing with one arm tied? If we give them the pen, soon someone will take it away from us once they realise we don't know the alphabet (i.e. IP deals/revenue).

We don’t always get the best conditions. Sometimes, you just have to work with what you have. In this case, they need to land a deal first to tell us that they can write... it's not like we were doing well before Trump...

Imo dyor

 

[jrp173]

Hi jrp,

Have to take issue with your statement that there has been "very little information flow".

Just recently: QV/DoE Cybresecurity/M2, Pico, ESA, FG, micro-Doppler radar, Bascom Hunter 3U VPX SNAP card, finalization of Akida 2 IP, ... the list goes on.

https://investors.brainchip.com/news

Admittedly, there has been little news on the revenue front other than the micro-Doppler contract., but, as I keep saying, I do think the release of the M2 board with QV's CyberNeuro-RT malware detection has a potentially unlimited market. Cybresecurity is an issue for all connected devices. M2 is a spin-off from the QV/DoE cybersecurity SBIR, and, while I haveen't seen the outcome of the DoE SBIR, the production of the M2 card suggests to me that the project has been successful in detecting and blocking malware. QV's Cyberneuro-RT was developed in conjunction with Lockheed and Penn State Uni, so it is possible/likely that Lockheed is quite familiar with Akida.

While there are software cybresecurity products available, near-real time cybresecurity is an unmet need and we have a COTS product to met thaat need.

On the down side, BRN "outplaced" its chip sales department a few years ago, so initial uptake may be slower than we would wish. BRN's marketing department will need to take up the slack in addition to promoting the edge box, edge server, PCIe, Raspberry Pi, ...

Fair point! I should have specifically referenced "ASX Announcements".

 

[Pom down under]

https://gpabad.ac.in/wp-content/uploads/2024/03/Issue-2-technical-magzine_compressed.pdf

 

[HopalongPetrovski]

Anyone recall when the March rebalance of the ASX300 will be released?
I know its announced 2 weeks before the actual rebalance but can't seem to lay my hands on the actual dates atm.

 

[Pom down under]

Anyone recall when the March rebalance of the ASX300 will be released?
I know its announced 2 weeks before the actual rebalance but can't seem to lay my hands on the actual dates atm.

Today I think it will be released

 

[Esq.111]

Afternoon Hop ,

Not certain on the ASX 300 , but ASX200 gets rebalanced on 1st Friday in June , Sep, Dec & Mar @ 5;00 pm after close of trade .

Regards,
Esq.

 

[HopalongPetrovski]

Thanks Fellas.
So, we should have notification around 5pm today with implementation in 2 weeks on 21 March.

 

[Diogenese]

Hi Dio.
Could you please dumb it down a touch for me.
As far as a product goes do you see it as something that will be primarily used by enterprise grade operations such as data centres which would, I assume, have limited numbers, but would also be quite lucratively priced?

Is it likely that a product in a usb raspberry pi form factor that could be relatively cheaply produced in large quantities would be made available for purchase by the likes of me as a commercial personal cybersecurity device I could attach to my laptop/ desk computer?

As you say, I pay an annual subscription for software based security for my systems but would dearly like to supplement/ enhance my protection with something Akida based.
I agree, in that I see that as a potentially huge market for BrainChip to tap.
Indeed, possibly a Company making market.
Or am I just dreaming in this regard.
Thanks in advance.

Hi Hoppy,

Bloody hell! Now you've made me think about the practicalities of adopting M2.

The M2 is a miniature PCB designed to fit into an internal slot on any device equipped with the appropriate slot, so the initial market is limited to devices with a vacant M2 slot.

The M2 literature mentions gateways, ie, your internet connection box, and anything larger such as the edge box. It would also be useful in enterprise servers.

I would like to see a USB version (belt and braces, me, when it comes to cybresecurity), but I suppose their thinking is that any PC/laptop connected to the internet would be via a WiFi gateway. Still, roaming is a problem as you don't know where it's been, so I'd like to see the M2 in any connected device I used. Trojans like key stroke loggers are a particular concern for online banking.

Someone mentioned that USB would be slower than M2, and that may be of concern for gamers, but I don't think it would be such a problem for real people.

Longer term, it is possible that phone makers and PC makers will incorporate M2 into their product design.


I'm not familiar with Raspberry Pi, but their site talks about an M2 Adaptor:
https://www.raspberrypi.com/products/m2-hat-plus/

Raspberry Pi M.2 HAT+​

The Raspberry Pi M.2 HAT+ enables you to connect M.2 peripherals such as NVMe drives and AI accelerators to Raspberry Pi 5’s PCIe 2.0 interface, supporting fast (up to 500 MB/s) data transfer to and from NVMe drives and other PCIe accessories.

Raspberry Pi 5’s single-lane PCI Express 2.0 interface is exposed on a 16-pin, 0.5mm- pitch FPC connector; the M.2 HAT+ M Key is a mechanical adapter board that converts between this connector and a subset of the M.2 standard. It supports devices that have the M.2 M key edge connector, in the 2230 and 2242 form factors. It is capable of supplying up to 3A to connected M.2 devices.

The Raspberry Pi M.2 HAT+ conforms to the Raspberry Pi HAT+ specification and is autodetected by the latest Raspberry Pi software/firmware. It is supplied with a 16mm stacking header and threaded spacers, so it can be fitted to a Raspberry Pi 5 with the Raspberry Pi Active Cooler in place.

 

[7für7]

Have a nice weekend fellas… still counting the days until rich

 

[HopalongPetrovski]

Hi Hoppy,

Bloody hell! Now you've made me think about the practicalities of adopting M2.

The M2 is a miniature PCB designed to fit into an internal slot on any device equipped with the appropriate slot, so the initial market is limited to devices with a vacant M2 slot.

The M2 literature mentions gateways, ie, your internet connection box, and anything larger such as the edge box. It would also be useful in enterprise servers.

I would like to see a USB version (belt and braces, me, when it comes to cybresecurity), but I suppose their thinking is that any PC/laptop connected to the internet would be via a WiFi gateway. Still, roaming is a problem as you don't know where it's been, so I'd like to see the M2 in any connected device I used. Trojans like key stroke loggers are a particular concern for online banking.

Someone mentioned that USB would be slower than M2, and that may be of concern for gamers, but I don't think it would be such a problem for real people.

Longer term, it is possible that phone makers and PC makers will incorporate M2 into their product design.

Thank you very much.
So if I am understanding what you are saying it appears that implementation may be still quite some time off?
So it's not something I could simply plug into a usb port I have on my existing laptop that was built before a certain date?
How long have M2 slots been incorporated in devices like laptops, phones etc?
Sorry, won't ask anymore after this.
Just trying to get a handle on a possible timeframe for implementation and who would be the likely Company's that we would partner with?

 

[Rskiff]

Thank you very much.
So if I am understanding what you are saying it appears that implementation may be still quite some time off?
So it's not something I could simply plug into a usb port I have on my existing laptop that was built before a certain date?
How long have M2 slots been incorporated in devices like laptops, phones etc?
Sorry, won't ask anymore after this.
Just trying to get a handle on a possible timeframe for implementation and who would be the likely Company's that we would partner with?

Next year

 

[Food4 thought]

Apple and Google
All information stays on device
Now that is interesting!!!!!!!!!!

 

[Diogenese]

Thank you very much.
So if I am understanding what you are saying it appears that implementation may be still quite some time off?
So it's not something I could simply plug into a usb port I have on my existing laptop that was built before a certain date?
How long have M2 slots been incorporated in devices like laptops, phones etc?
Sorry, won't ask anymore after this.

Hi Hoppy,

You're asking more than I know, so I phoned a friend:

https://en.wikipedia.org/wiki/M.2
...
Computer bus interfaces provided through the M.2 connector are PCI Express x4 (up to four lanes), Serial ATA 3.0, and USB 3.0 (a single logical port for each of the latter two). It is up to the manufacturer of the M.2 host or module to select which interfaces are to be supported, depending on the desired level of host support and the module type. Different M.2 connector keying notches denote various purposes and capabilities of both the M.2 hosts and modules, and also prevent the M.2 modules from being inserted into incompatible host connectors.[2][3][5]
...
The SATA revision 3.2 specification, in its gold revision as of August 2013, standardizes M.2 as a new format for storage devices and specifies its hardware layout.[2]: 12 [8] Buses exposed through the M.2 connector include PCI Express (PCIe) 3.0 and newer, Serial ATA (SATA) 3.0 and USB 3.0; all these standards are backward compatible.


... so I'd say it's imminent!

 

[7für7]

Apple and Google
All information stays on device
Now that is interesting!!!!!!!!!!

So practically it means, that future Apple devices will not provide possibilities to connect with the internet or they will use akida

 

[Meatloaf]

Looks like we are still in the S&P 300.
Unless I’ve missed it.
Other companies are announcing on Commsec

 

[Easytiger]

I'll try to get a response from Peter when I give him a call, he knows all about the loyalty and has met many Australian shareholders, with 3
NED's on the Board from Australia, nothing should ever be taken for granted, my personal attitude is that, we are still making forward steps, yes it's bloody frustrating seeing our share price so damn low, are we undervalued ?? it's hard to say when we see the quarterly revenue, it's depressing, lets be honest...BUT, why are big corporations still engaged with us ? because we have something that's definitely disruptive.

I agree with many of the regular posters, and my opinion really is, the company has to reveal exactly why this moving to the US at this stage
is so important, I want them to be upfront and truly sell me the idea WHY, NOT JUST BECAUSE THEY SAY SO.....many in Australia on this stock
are really hurting, yet we have a brilliant technology, don't you all agree ?

What we really need is AKD II and TENN's to infiltrate the ASX and counter the BOTS once and for all, the trading pattern and individual lines
make me sick......corruption at its finest..........ASIC make me sick as well.......absolutely gutless !!!!

Rant and moan completed..........Tech (stay strong BRN lovers)

What we really need is a transparent sales and revenue plan; and a team that is totally focused on and remunerated for its achievement. All other plans such as delisting and relisting are simply diversions from the real game.

 

[HopalongPetrovski]

Hi Hoppy,

You're asking more than I know, so I asked a friend:

https://en.wikipedia.org/wiki/M.2
...
Computer bus interfaces provided through the M.2 connector are PCI Express x4 (up to four lanes), Serial ATA 3.0, and USB 3.0 (a single logical port for each of the latter two). It is up to the manufacturer of the M.2 host or module to select which interfaces are to be supported, depending on the desired level of host support and the module type. Different M.2 connector keying notches denote various purposes and capabilities of both the M.2 hosts and modules, and also prevent the M.2 modules from being inserted into incompatible host connectors.[2][3][5]
...
The SATA revision 3.2 specification, in its gold revision as of August 2013, standardizes M.2 as a new format for storage devices and specifies its hardware layout.[2]: 12 [8] Buses exposed through the M.2 connector include PCI Express (PCIe) 3.0 and newer, Serial ATA (SATA) 3.0 and USB 3.0; all these standards are backward compatible.


... so I'd say it's imminent!

Thank you and sorry if I was pushy.
I know that there are not always easy or binary answers to some questions which sometimes people of limited education expect.
We are very lucky to have you and your expertise in our number and your input often clarifies difficult technical issues for many of us.
Appreciate your answers and also appreciate both your candour and caution in your responses.

 

[TECH]

Currently our Patents hold our true value, and it's much more than 410 Million AUD or more to the point 258.3 Million USD

Please, can we ALL be honest, I'm 10 years in, like many other long termers, it has not been an easy journey, yet I, like many I'd
suggest are to a point, emotionally rusted on, we believe in Peters et al technology, we question the resistance to 100% commitment
by major companies, who sing our praises, I fully understand why we turned on a dime when Sean sold his 5 year business plan to the
Board, we simply couldn't afford to go the chip route on our own, some seem to have conveniently forgotten about the near on 21
million AUD that was wasted on the "Studio" path, it was not good, I can't share what I know about Studio, but it wasn't as good as
many first thought.

Akida 1000 was born, and it was brilliant, it's so good it's being referenced as I speak, yes we now have AKD 1500, yes we now have
AKD II, but the communication from within the company to shareholders has been what I'd term mildly misleading, has it been taped
out, is it being taped out, has another entity taken charge of the fab process etc etc.

Then we have TENN's....yes it appears to be brilliant, space state models, yes we are engaged with very big market players, BUT many of
us are really frustrated, we have such a great technology, we have such a great team, all have the integrity that makes me want to stay
invested, but the allegedly 100 plus NDA's, I simply don't believe that anymore, I'm sorry, I just don't buy those comments any longer.

I trust Peter and Anil 100%......but as mentioned before, by mid 2026, which is so generous, that's 11.5 years of waiting for stable revenue,
I will be done....we need solid results, not solid lines joining dots !

I'm not normally this negative, but the suppression or manipulation of our share price seems to be getting the better of me lately.

I apologize for the moaning..............Tech