BRN Discussion Ongoing

manny100

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:)My understanding is that TENNs puts Akida in the shade for ultra-high speed, ultra low power. I'm not sure of the metrics for accuracy of inference. As for ML, TENNs uses "old school" back propagation, and it also uses MACs, although much smaller (ie, less power hungry) than conventional 16/32/64 bit MACs.

TENNs major claim to fame is it's ability to handle temporal information in silicon rather than software, which is a massive advance. On top of that TENNs can be advantageously implemented in software as part of the BRN software product line if silicon is not an immediate option.

I would expect that a TENNs licence would come at a significant cost premium over Akia1 because of its functional advantages, and since Akida 2 includes TENNs, that would cost more again. Akida 2 also adds long-skip which is important for example in NLP, and video processing. I don't know it there are any synergies between long skip and temporal processing, but they seem to me to be two sides of the same coin, and may be able to be combined advantageously.

We have also seen Akida 2 implemented in FPGE, albeit with inferior performance to what is expected of the Akida 2 ASIC. It had already been foreshadowed that the Akida 2 FPGA would be implemented as an on-line demonstrator.

Thinking about ML, Akida's feed forward (FF) ML would provide an enhancement to TENNs, and this may also apply to inference.

So the customer has a choice to trade off cost against performance. Where temporal analysis is crucial, TENNs would be the first choice. Akida 2 could add premium features such as advanced ML and object identification.

There is still the "stock-standard" Akida 1 in a variety of strengths which has many potential implementations, and I presume that it is available at a lower licence fee/royalty.

Then there is Pico, the Planck NPU, ideal for ultra low power applications. Interestingly, the original concept for Akida 1 was as a 1-bit NPU, but Pico could be implemented in up to 8 bits, giving much greater ability (*256) to discriminate between different input activations.

We don't know what future developments will produce, but BRN already has a broad spectrum of market-ready solutions. The company has not been sitting on its hands waiting for the market to catch up. It has laid a series of stepping stones for the customers to follow.
Great summary Dio,😀, cheers,
Manny
 
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Just booked my flight to Sydney if you are wondering who I am I’ll be wearing my West Ham shirt 😂

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CHIPS

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From Simply WS.
Raytheon and Lockheed-Martin will be looking for new ways to make money - oh wait!!!!! it looks like they have already found the solution to their problems - BRN.
Looks like the US will go for quality over quantity to save money - BRN.
"️ U.S. Defense Under Trump's Second Term
Jumping forward now to 2025, we seem to be entering yet another era of change within a global security context. Trump's administration has paused additional military aid to Ukraine pending peace negotiations.
With Washington reconsidering its stance on overseas involvements, major U.S.contractors, like Lockheed Martin and RTX, are now faced with some uncertainty. These companies which had benefitted from huge orders that would see them replenishing US arsenals that had been sent over to Ukraine now face the reality of this demand source drying up."
Also from SWS:
" Many European nations had long underinvested in defense, benefiting from a post-Cold War “peace dividend.” That status quo abruptly changed in February 2022, when Russia invaded Ukraine, marking Europe’s biggest security crisis in decades."
The EU nations will obviously look at BRN in their military ramp up. They have seen 1st hand what unmanned can do in Ukraine - step in AIKDA/

Where are the links to this?
 
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DK6161

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HopalongPetrovski

I'm Spartacus!
 
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rgupta

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It's surprising that you do not believe with the US AF and Navy transitioning to the Edge - see US AFRL, Bascom Hunter - Navy and Lockheed - Martin cybersecurity the EU with its $EU800 Bill defence spend will not look at BRN's AKIDA??
BRN already has a 'foot in the door' with Airbus and the EU has a front row seat to the war in Ukraine where the future of warfare is the emergence of unmanned craft.
If the EU want 'bang for buck' in new weaponry AKIDA is a very obvious 'look at' - just ask Bascom Hunter.
Also RTX have their foot in the 'BRN' door.
Come on Manny even if can be done it can not be 1 2 3 as you are saying. It will take atleast as much time as the present management cannot sustain.
Think about merc they said 3 years ago they are using akida in their concept car and after 3 years they are saying atleast 5-10 years if there will be any revenue.
The current management brings us upto the doors of resolution. If you donot believe it then keep on pumping. I donot know if you are buying as well.
Dyor
 

rgupta

Regular
A 5 year profitable overnight licence deal as alluded to by Tony V at the last AGM would turn nightmares into pleasant dreams.
Did not someone told you that story was to save Mr Vienna and his team last year and not to save the holders.
Be mindful stories are story and cannot be truth. Truth is something which is proven.
Dyor
 
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Did not someone told you that story was to save Mr Vienna and his team last year and not to save the holders.
Be mindful stories are story and cannot be truth. Truth is something which is proven.
Dyor
Working over time
 
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JB49

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From the Cycliq Financial Report issued Feb 2025. Will we go 50/50 with BeEmotion on the 7.5%?
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FiveBucks

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My understanding is that TENNs puts Akida in the shade for ultra-high speed, ultra low power. I'm not sure of the metrics for accuracy of inference. As for ML, TENNs uses "old school" back propagation, and it also uses MACs, although much smaller (ie, less power hungry) than conventional 16/32/64 bit MACs.

TENNs major claim to fame is it's ability to handle temporal information in silicon rather than software, which is a massive advance. On top of that TENNs can be advantageously implemented in software as part of the BRN software product line if silicon is not an immediate option.

I would expect that a TENNs licence would come at a significant cost premium over Akia1 because of its functional advantages, and since Akida 2 includes TENNs, that would cost more again. Akida 2 also adds long-skip which is important for example in NLP, and video processing. I don't know it there are any synergies between long skip and temporal processing, but they seem to me to be two sides of the same coin, and may be able to be combined advantageously.

We have also seen Akida 2 implemented in FPGE, albeit with inferior performance to what is expected of the Akida 2 ASIC. It had already been foreshadowed that the Akida 2 FPGA would be implemented as an on-line demonstrator.

Thinking about ML, Akida's feed forward (FF) ML would provide an enhancement to TENNs, and this may also apply to inference.

So the customer has a choice to trade off cost against performance. Where temporal analysis is crucial, TENNs would be the first choice. Akida 2 could add premium features such as advanced ML and object identification.

There is still the "stock-standard" Akida 1 in a variety of strengths which has many potential implementations, and I presume that it is available at a lower licence fee/royalty.

Then there is Pico, the Planck NPU, ideal for ultra low power applications. Interestingly, the original concept for Akida 1 was as a 1-bit NPU, but Pico could be implemented in up to 8 bits, giving much greater ability (*256) to discriminate between different input activations.

We don't know what future developments will produce, but BRN already has a broad spectrum of market-ready solutions. The company has not been sitting on its hands waiting for the market to catch up. It has laid a series of stepping stones for the customers to follow.
The only TENNS I'm seeing is that our share price is about to hit TENNS cents! 🫠
 
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Is anyone able to let me know:

- How much more can BRN drawn down from LDA?

- Can BRN do a compulsory buy back of shares?
 

manny100

Top 20
Come on Manny even if can be done it can not be 1 2 3 as you are saying. It will take atleast as much time as the present management cannot sustain.
Think about merc they said 3 years ago they are using akida in their concept car and after 3 years they are saying atleast 5-10 years if there will be any revenue.
The current management brings us upto the doors of resolution. If you donot believe it then keep on pumping. I donot know if you are buying as well.
Dyor
I do not recall saying year 1, 2 or 3 at all?
I am surprised that despite all the positive news concerning Brainchip, especially since Sept'24 you are inclined to be bearish and/or resent positive posts.
It's a journey that builds with time and its taken a long time. There has never been any evidence or even well informed suggestion that management will not last the journey.
US AFRL and Bascom Hunter with Navy Transition can only be positive.
Others showing interest include Frontgrade, Raytheon, Information Systems Laboratories, Ai Labs etc .
Although i believe Onsor is scheduled to go commercial next year and the QV/Lockheed-Martin cybersecurity if not ready now it should not be long as the SBIR project was completed in 2024. See link below.
It appears Lockheed- Martin latched on to the project after it was completed in April'24. It commenced in 2021 so you can see it takes a fair time to get these projects to market.
The stable is growing.
QV/BRN cybersecurity link:
 
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Frangipani

Top 20

@Harwig spotted this LinkedIn post by Massachusetts-based Geisel Software about two weeks after Akida Pico was launched back in October, so we know they are definitely aware of us. They really do look like an intriguing company to keep an eye on (and to potentially partner with).

991B0260-826B-4562-84DE-5EA74D559823.jpeg


The CEO and Founder is switched on.

He was "also" at Edge A.I. Vision Alliance 2024, which is where he most probably met us (or it possibly happened earlier)


Only 28 subscribers, but his channel is worth going over..
Possible links to Apple? As he describes their AR headset, in one of his clips, or just general tech information?..



A focus on robotics.




The Geisel Software channel has ~5500 subscribers, still very small.




A space worth watching..


This is what they posted yesterday:


E77CA4E1-EA3B-4510-A4BA-8176119B4FA2.jpeg



And other similar posts in recent weeks:

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B4764A83-4F73-4550-B24E-713B8E1429CF.jpeg


(This February 2025 blog post by Geisel Software Head of Marketing Kristin Wattu only mentions Loihi and in-memory computing, though, with regards to neuromorphic computing).



C0E91B27-F82D-4382-95FD-2DD0BE70DC34.jpeg
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Founder and CEO Brian Geisel founded a spin-off company last year, of which he is also CEO: Symage, Inc. by Geisel Software describes itself as “a synthetic data platform that generates real results”. It creates photo-realistic, precision-labeled synthetic image datasets to enable faster, cheaper and more efficient AI model development. After all, AI models are only as good as their training data.


D6E6177C-CD6F-4DE3-8C31-A1B75C12BB9B.jpeg



Symage actually evolved from an interesting challenge in the space sector: NASA had commissioned Geisel Software “to create high-fidelity Mars synthetic data to train Mars rovers in recognizing ‘blueberries’ - small spherical nodules composed of hematite. These nodules likely formed from water beneath the Martian surface and could indicate the presence of past life”.

Training of computer vision systems used in robotic planetary explorations is very challenging given the lack of real datasets - all we have so far are 2D-images and videos of small sections of those terrains. So what Brian Geisel and his team effectively did was to create a virtual 3D-Mars environment, a simulation based on real images of the Red Planet that NASA’s Jet Propulsion Laboratory provided them with. They would then, for example, model their virtual rocks on real terrestrial rocks that looked similar to Martian rocks. Brian Geisel talks about this in the video below (of which I’ve watched the first 40 minutes or so).

71985CE5-C5AE-400E-B552-3DF8440EF93E.jpeg






It’s actually quite hilarious to hear how Geisel Software’s engagement with NASA initially started out… See also this recent LinkedIn post:


Brian Geisel and his team are convinced that “Synthetic Data is the Future of AI Training”, not only for space, but also here on Earth:

3AF19494-AA60-49A3-AF9F-1D81ED0BEA39.jpeg



This is what he posted two weeks ago (sorry, my upload limit for files is exhausted…)



“Why synthetic data on Earth?”

We started building it for Mars—because no training data exists there.

But it turns out… Earth needs it too.

When real data is too risky, synthetic steps in:
✔️ No privacy risk
✔️ No permissions
✔️ No liability

Think banks. Hospitals. Logistics.

Anywhere you need to train AI—without compromising people.

Once you see it, you can’t unsee it.”



And this last week:

B80173A1-37C2-4ECE-9FE4-547ED039C038.jpeg




Sounds like synthetic data is definitely here to stay…
 
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7für7

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Is anyone able to let me know:

- How much more can BRN drawn down from LDA?

- Can BRN do a compulsory buy back of shares?


Oh boy… tough questions 😅

When i think about that I never thought we reach this level again…

And buy back? With what money 😂😂
 
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Frangipani

Top 20
At this time the training of brainchip models is suspended.

Wonder what thats about...

View attachment 81501

Manny100 some good new I feel after emailing Tony to ask if he could find out what brainchip thoughts were in this latest Qualcomm stopping Brainchip and the response is as follows

I referred your email to our CTO Dr Tony Lewis. He replied to me that this was a temporary situation as Qualcomm had to review all contracts and commercial arrangements. He said he was not concerned

A similar (?) issue was reported by a user in the Edge Impulse forum just over a week ago, and this is what one of the EI team members replied:


31B86542-62A0-4CC7-9F91-CE78964B0807.jpeg


Sounds more permanent than temporary to me in this specific case at least? 🤔
 
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Oh boy… tough questions 😅

When i think about that I never thought we reach this level again…

And buy back? With what money 😂😂
Well, at an SP of $0.01 all shares can be purchased back for a measly 20mil. Sounds crazy huh? A couple of years ago you would've been called a crazy man, a downramper, traitor, paid downramper etc, if you said the SP would go back down to 16.5c. One has to wonder why the fck the SP continues to drop after a continuous stream of good publicity, announcements, partnerships etc. At least the SP should remain stable, right?
 
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7für7

Top 20
Well, at an SP of $0.01 all shares can be purchased back for a measly 20mil. Sounds crazy huh? A couple of years ago you would've been called a crazy man, a downramper, traitor, paid downramper etc, if you said the SP would go back down to 16.5c. One has to wonder why the fck the SP continues to drop after a continuous stream of good publicity, announcements, partnerships etc. At least the SP should remain stable, right?

To be honest I would call all of the well known buddies still payed basher because they never did anything else than making things up and talking the company down.
Real investors are happy about the progress the company made in the last 4 years… but in the same time are concerned and not happy about the falling shareprice … this is a big difference.
 
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Guzzi62

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Well, at an SP of $0.01 all shares can be purchased back for a measly 20mil. Sounds crazy huh? A couple of years ago you would've been called a crazy man, a downramper, traitor, paid downramper etc, if you said the SP would go back down to 16.5c. One has to wonder why the fck the SP continues to drop after a continuous stream of good publicity, announcements, partnerships etc. At least the SP should remain stable, right?
I am not a market guru, but you surely have noticed the turmoil on the world markets?

Oil have dropped below $60 a barrel.

China just retaliated with 84% tariffs on US goods, it's utter chaos right now.

People don't want to be in speculative small cap no profit companies like BRN right now, but are looking for some safe harbour right now.

Gold seems good right now.

I am personally riding the storm out despite deeply in the red now, no spare dry powder at hand right now, sadly.

If you believe this will be over your purchase price, hold because the money will come back to you, if the company manages to eventually penetrate the market, and I think they will. As everyone knows, deep red don't mean your money are gone, but they will be if you sell when underwater.
 
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charles2

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Trump buckles....tariffs in abeyance for 90 days.

Strongman eats humble pie.

Don't choke....too much!
 
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