BRN Discussion Ongoing

[HopalongPetrovski]

Hi Hopa

i tried to clarify this in my mind a week or so ago by asking Grok.

I asked again now and this is the response of what is role does which seems to align clearly with what we are seeing him do “blogging and evangelizing IBM’s capabilities”:

Kevin D. Johnson is a Field CTO at IBM, specifically focused on HPC (High-Performance Computing), AI, LLMs (Large Language Models), and Quantum Computing. His full title is often listed as Field CTO – HPC, AI, LLM & Quantum Computing | Principal HPC Cloud Technical Specialist at IBM.

What the Role Involves (Simply)​

As a Field CTO, Kevin acts as a senior technical leader and expert advisor who works directly with clients, partners, and internal teams in the field (not just in headquarters). His responsibilities include:

• Providing deep technical guidance on IBM's advanced technologies like Spectrum Symphony (for workload orchestration), GPFS/Storage, LSF, and emerging AI/HPC solutions.
• Helping customers deploy and optimize these tools in demanding environments (government, research, finance, etc.).
• Exploring and prototyping cutting-edge integrations (e.g., with neuromorphic chips like BrainChip Akida, Palantir Foundry, or distributed AI setups) to demonstrate real-world value.
• Speaking, blogging, and evangelizing IBM's capabilities through demos, articles, and community posts (he's very active on IBM Community and LinkedIn).
• Bridging between IBM's engineering/R&D and real customer needs — he's hands-on with code, architectures, and proofs-of-concept.

It's a senior, influential role — not the overall IBM CTO (that's someone else), but a specialized Field CTO who has significant autonomy to innovate and influence in his domain (HPC/AI/Quantum). He often builds and shares personal prototypes (like the targeting system with Symphony + Akida + Foundry) to showcase possibilities, even if they're not yet official IBM products.

In short: He's an expert "technical ambassador" for IBM's high-end computing and AI tech, working with clients and the ecosystem to push boundaries and solve complex problems.


apparently they have multiple field CTO’s but IBM doesn’t disclose how many.

Thanks Terroni.
That reads to me that his role is basically a highly qualified sales rep actively showcasing and demonstrating IBM's wares in real life situations.
Before I retired I played a similar role for many years although in a much less technical sphere.
It's generally enjoyable work, providing solutions and better outcomes for clients working in a competitive field.
By showing them, in their workplace, first hand, your superior product doing what they already do, more efficiently, or faster, or cheaper.
Sales tend to make themselves and you rake in the commissions and get recommended to their friends and peers.
It's a good gig. Pretty much semi autonomous and as long as you are doing the numbers and not pissing anybody who matters off, too much, they generally just leave you alone to get on with it.
I get what he does.
My query was towards his motivation.
Yes he is promoting Symphony but why gush about us so much?
I mean I like it and am happy for him to continue and progress up the line with Akida's more advanced siblings........but why?
Yeah, maybe he's quietly accumulated some shares (and good for him if he has) but my spider sense suggests there's more to it.
In the last few weeks he has done more, and more exciting stuff with Akida than the company itself or any of our other partners.
Again, I don't give a rats what my fridge does on vacation.
Making music, playing Doom, evidencing hive minds and maybe even rudimentary AGI along with demonstrating real life use cases of how even our concept neuromorphic chips can save massive amounts of energy and compute resources in data centre type operations enabling big Dollar cost savings.
A young Musk type with drive and some financial backing could build a business empire commercialising merely what Kevin has demonstrated and publicised over the past month or so.
He is promoting us like Edison did electricity.
See his latest webpage.

Kevin D. Johnson

Building systems that discover what they don't know. HPC+AI Infrastructure, Neuromorphic Computing, Quantum-Centric Supercomputing, Forward-Deployed Engineering.

kevindjohnson.org

Again, I love it, but why?

 

[TheDrooben]

New interview with Sean

Sean even gives Big Kev a mention towards the end from 34min mark

Happy as Big Kev

 

[Neuromorphia]

Thanks Terroni.
That reads to me that his role is basically a highly qualified sales rep actively showcasing and demonstrating IBM's wares in real life situations.
Before I retired I played a similar role for many years although in a much less technical sphere.
It's generally enjoyable work, providing solutions and better outcomes for clients working in a competitive field.
By showing them, in their workplace, first hand, your superior product doing what they already do, more efficiently, or faster, or cheaper.
Sales tend to make themselves and you rake in the commissions and get recommended to their friends and peers.
It's a good gig. Pretty much semi autonomous and as long as you are doing the numbers and not pissing anybody who matters off, too much, they generally just leave you alone to get on with it.
I get what he does.
My query was towards his motivation.
Yes he is promoting Symphony but why gush about us so much?
I mean I like it and am happy for him to continue and progress up the line with Akida's more advanced siblings........but why?
Yeah, maybe he's quietly accumulated some shares (and good for him if he has) but my spider sense suggests there's more to it.
In the last few weeks he has done more, and more exciting stuff with Akida than the company itself or any of our other partners.
Again, I don't give a rats what my fridge does on vacation.
Making music, playing Doom, evidencing hive minds and maybe even rudimentary AGI along with demonstrating real life use cases of how even our concept neuromorphic chips can save massive amounts of energy and compute resources in data centre type operations enabling big Dollar cost savings.
A young Musk type with drive and some financial backing could build a business empire commercialising merely what Kevin has demonstrated and publicised over the past month or so.
He is promoting us like Edison did electricity.
See his latest webpage.

Kevin D. Johnson

Building systems that discover what they don't know. HPC+AI Infrastructure, Neuromorphic Computing, Quantum-Centric Supercomputing, Forward-Deployed Engineering.

kevindjohnson.org

Again, I love it, but why?

good question HP
I asked

why does Kevin D Johnson demonstrate symphony with akida?

and got this answer...



Kevin D. Johnson
, a developer at IBM, demonstrates Symphony with Akida to showcase a "four-tier heterogeneous compute" architecture that unifies disparate technologies into a single, closed-loop platform.

community.ibm.com +1
In this setup, the Akida neuromorphic chip (from BrainChip) serves as the "intelligent edge" monitor, while Symphony acts as the dynamic interface and orchestration engine that manages the workflow across different computing environments.

community.ibm.com +1

Key Reasons for the Demonstration

• Closed-Loop Automation: Johnson uses Akida to monitor live market ticks with ultra-low power and latency. When Akida detects a "regime change" in the data, Symphony automatically triggers a series of parallel tasks: retraining the model on IBM Quantum, generating compliance narratives via IBM Granite, and settling trades on a z/OS mainframe.
• Unified Hierarchy: The demo proves that Symphony can enforce a hierarchy where each layer does its specific job so the next can work faster. Akida decides what is "meaningful" at the sensor level, preventing unnecessary data from flooding the higher-tier systems.
• Speed and Efficiency: By using Akida's negligible latency (microseconds) for real-time monitoring and Symphony's ability to "fan out" tasks, the system can perform complex operations—like retraining and deployment—in seconds rather than hours.
• Interoperability: It highlights how easily Akida can integrate into the IBM ecosystem. Johnson’s work suggests that Akida is a "plug and play" component for Symphony, allowing for rapid deployment of brain-inspired models.
  
  
  community.ibm.com +4

For more technical details on this architecture, you can read Johnson's full breakdown on the IBM Community blog.
Would you like to know more about the specific performance metrics of the Akida chip or how IBM Quantum handles the retraining portion of this loop?

 

[TECH]

I address BRN Shareholders, including the guys and gals prior to the reverse takeover, yes you could have jumped ship, but you didn't, so I'm questioning the 10/11 year and prior holders.

Do you feel we have progressed in the technical sense?

Do you feel we are still being mushroomed, so to speak?

Do you feel that the BOD has given Sean too much leniency with regards his 5 year plan, or do you respect the fact that he, along with the BOD have been rather nimble and accepted that our business model needed to be refined a little?

Do you feel that we have gained the respect of Tier 1 companies and openly taken on their suggestions to advance our commercial ambitions?

Do you feel that we have the right representation from an Australian prospective on our current BOD?

Do you generally feel that we are so much closer to succeeding in the commercial sense than ever before, considering what we have on offer, including a solid road map projecting 3 years plus?

Do you think that our company has been too over cautious with regards to ASX announcements, or are you comfortable with how we promote ourselves on the global stage through social media platforms as such?

Do you feel positive in knowing who is engaging with us publicly through partnerships, collaborations and licences or potential licences?

More questions throughout the year, thanks in advance.

Chris (Tech, Perth)

 

[Diogenese]

good question HP
I asked

why does Kevin D Johnson demonstrate symphony with akida?

and got this answer...



Kevin D. Johnson
, a developer at IBM, demonstrates Symphony with Akida to showcase a "four-tier heterogeneous compute" architecture that unifies disparate technologies into a single, closed-loop platform.
View attachment 96419 community.ibm.com +1
In this setup, the Akida neuromorphic chip (from BrainChip) serves as the "intelligent edge" monitor, while Symphony acts as the dynamic interface and orchestration engine that manages the workflow across different computing environments.
View attachment 96420 community.ibm.com +1

Key Reasons for the Demonstration

• Closed-Loop Automation: Johnson uses Akida to monitor live market ticks with ultra-low power and latency. When Akida detects a "regime change" in the data, Symphony automatically triggers a series of parallel tasks: retraining the model on IBM Quantum, generating compliance narratives via IBM Granite, and settling trades on a z/OS mainframe.
• Unified Hierarchy: The demo proves that Symphony can enforce a hierarchy where each layer does its specific job so the next can work faster. Akida decides what is "meaningful" at the sensor level, preventing unnecessary data from flooding the higher-tier systems.
• Speed and Efficiency: By using Akida's negligible latency (microseconds) for real-time monitoring and Symphony's ability to "fan out" tasks, the system can perform complex operations—like retraining and deployment—in seconds rather than hours.
• Interoperability: It highlights how easily Akida can integrate into the IBM ecosystem. Johnson’s work suggests that Akida is a "plug and play" component for Symphony, allowing for rapid deployment of brain-inspired models.
  View attachment 96421 community.ibm.com +4

For more technical details on this architecture, you can read Johnson's full breakdown on the IBM Community blog.
Would you like to know more about the specific performance metrics of the Akida chip or how IBM Quantum handles the retraining portion of this loop?

Retraining! Yes please!

 

[smoothsailing18]

I address BRN Shareholders, including the guys and gals prior to the reverse takeover, yes you could have jumped ship, but you didn't, so I'm questioning the 10/11 year and prior holders.

Do you feel we have progressed in the technical sense?

Do you feel we are still being mushroomed, so to speak?

Do you feel that the BOD has given Sean too much leniency with regards his 5 year plan, or do you respect the fact that he, along with the BOD have been rather nimble and accepted that our business model needed to be refined a little?

Do you feel that we have gained the respect of Tier 1 companies and openly taken on their suggestions to advance our commercial ambitions?

Do you feel that we have the right representation from an Australian prospective on our current BOD?

Do you generally feel that we are so much closer to succeeding in the commercial sense than ever before, considering what we have on offer, including a solid road map projecting 3 years plus?

Do you think that our company has been too over cautious with regards to ASX announcements, or are you comfortable with how we promote ourselves on the global stage through social media platforms as such?

Do you feel positive in knowing who is engaging with us publicly through partnerships, collaborations and licences or potential licences?

More questions throughout the year, thanks in advance.

Chris (Tech, Perth)

So I ask you... do you feel lucky, well do ya punk.

 

[TECH]

So I ask you... do you feel lucky, well do ya punk.

 

[rgupta]

I address BRN Shareholders, including the guys and gals prior to the reverse takeover, yes you could have jumped ship, but you didn't, so I'm questioning the 10/11 year and prior holders.

Do you feel we have progressed in the technical sense?

Do you feel we are still being mushroomed, so to speak?

Do you feel that the BOD has given Sean too much leniency with regards his 5 year plan, or do you respect the fact that he, along with the BOD have been rather nimble and accepted that our business model needed to be refined a little?

Do you feel that we have gained the respect of Tier 1 companies and openly taken on their suggestions to advance our commercial ambitions?

Do you feel that we have the right representation from an Australian prospective on our current BOD?

Do you generally feel that we are so much closer to succeeding in the commercial sense than ever before, considering what we have on offer, including a solid road map projecting 3 years plus?

Do you think that our company has been too over cautious with regards to ASX announcements, or are you comfortable with how we promote ourselves on the global stage through social media platforms as such?

Do you feel positive in knowing who is engaging with us publicly through partnerships, collaborations and licences or potential licences?

More questions throughout the year, thanks in advance.

Chris (Tech, Perth)

A good questions, but in last 52 months of Sean, we holders are keep on guessing and what we are getting is beyond our expectations.
An sp which was around 70 cents at that time is 13cents today not even covering the genuine bank interest.
But again investment is not about getting afraid or over enthusiastic, but one thing for sure stretagy developed at the intial stages is not working and when strategies donot work it comes with consequences. We all holders are bearing those concequences. Selling the technology as ip was the strategy and depending upon big players was part of the game. But the business does not run on fairness but on greed. Big businesses know without revenue every business will die. Same is happening with brainchip.
Now we are onto second strategy where we want to show the market our product so that we can create a pull factor. But same was true 5 years ago when we launched akida 1000, but then they changed the strategy to ip sales only and let akida1000 die its own death.
To me it is very crucial time to see the bottomline, if we cannot sell the chips this time that means it is catastrophic failure. So yes let us see how the change in strategy works here.
In betweeen we have an AGM where again chances of survival for this management are less than 50%.
End result keep on waiting either we will succeed and get our reward or we will fail and thanks to present management.
Dyor

 

[HopalongPetrovski]

good question HP
I asked

why does Kevin D Johnson demonstrate symphony with akida?

and got this answer...



Kevin D. Johnson
, a developer at IBM, demonstrates Symphony with Akida to showcase a "four-tier heterogeneous compute" architecture that unifies disparate technologies into a single, closed-loop platform.
View attachment 96419 community.ibm.com +1
In this setup, the Akida neuromorphic chip (from BrainChip) serves as the "intelligent edge" monitor, while Symphony acts as the dynamic interface and orchestration engine that manages the workflow across different computing environments.
View attachment 96420 community.ibm.com +1

Key Reasons for the Demonstration

• Closed-Loop Automation: Johnson uses Akida to monitor live market ticks with ultra-low power and latency. When Akida detects a "regime change" in the data, Symphony automatically triggers a series of parallel tasks: retraining the model on IBM Quantum, generating compliance narratives via IBM Granite, and settling trades on a z/OS mainframe.
• Unified Hierarchy: The demo proves that Symphony can enforce a hierarchy where each layer does its specific job so the next can work faster. Akida decides what is "meaningful" at the sensor level, preventing unnecessary data from flooding the higher-tier systems.
• Speed and Efficiency: By using Akida's negligible latency (microseconds) for real-time monitoring and Symphony's ability to "fan out" tasks, the system can perform complex operations—like retraining and deployment—in seconds rather than hours.
• Interoperability: It highlights how easily Akida can integrate into the IBM ecosystem. Johnson’s work suggests that Akida is a "plug and play" component for Symphony, allowing for rapid deployment of brain-inspired models.
  View attachment 96421 community.ibm.com +4

For more technical details on this architecture, you can read Johnson's full breakdown on the IBM Community blog.
Would you like to know more about the specific performance metrics of the Akida chip or how IBM Quantum handles the retraining portion of this loop?

Hi Neuromorphia and thanks for your contribution.
I get why Kevin is incorporating Akida into his assemblage.
We are available commercially, the type of architecture able to apply inference at the sensor, work at low power, low latency, secure and capable of being used as an effective and cheap filter, separating the wheat from the chaff.
Most, or some of these attributes are what got us all hooked on the concept in the first place.

Again though, my question is not what he does or how he does it, but rather the why?

Maybe I’m making too much of this, jumping at shadows.
Maybe he’s just the right guy, in the right place, at the right time.
Maybe his rather eclectic educational background and interests along with his current occupation have all combined to make of him that particular “lucky” sperm that manages to crack the egg first?
Maybe he is just fated to do what he does and couldn’t stop himself if he tried?

I just hope someone with a complimentary skill set and a commercial bias gets together with him and turns this all into something real and that it doesent just peter out.
Hopefully there’s a willing Laurel quietly approaching our Hardy right now, tickling him with an offer that cannot be refused.

 

[HopalongPetrovski]

A good questions, but in last 52 months of Sean, we holders are keep on guessing and what we are getting is beyond our expectations.
An sp which was around 70 cents at that time is 13cents today not even covering the genuine bank interest.
But again investment is not about getting afraid or over enthusiastic, but one thing for sure stretagy developed at the intial stages is not working and when strategies donot work it comes with consequences. We all holders are bearing those concequences. Selling the technology as ip was the strategy and depending upon big players was part of the game. But the business does not run on fairness but on greed. Big businesses know without revenue every business will die. Same is happening with brainchip.
Now we are onto second strategy where we want to show the market our product so that we can create a pull factor. But same was true 5 years ago when we launched akida 1000, but then they changed the strategy to ip sales only and let akida1000 die its own death.
To me it is very crucial time to see the bottomline, if we cannot sell the chips this time that means it is catastrophic failure. So yes let us see how the change in strategy works here.
In betweeen we have an AGM where again chances of survival for this management are less than 50%.
End result keep on waiting either we will succeed and get our reward or we will fail and thanks to present management.
Dyor

Sorry to see how negative you’ve become Rgupta.
I will agree with you that it’s been a hard ride and I can understand your sentiment.
But whilst the share price is slow to respond and stinks at this current level, much is happening in the background.
Do you not feel the tide turning?
I do.

 

[Pom down under]

Sorry to see how negative you’ve become Rgupta.
I will agree with you that it’s been a hard ride and I can understand your sentiment.
But whilst the share price is slow to respond and stinks at this current level, much is happening in the background.
Do you not feel the tide turning?
I do.

The tide has turned that’s for sure, but I feel Sean time at the helm could be coming to an end for not securing a single price sensitive announcement in his entire time with the company and Antonio for leading us share holders up the garden path regarding announcements, plus there is at least another hangon that does absolutely nothing for her money.

 

[Mazewolf]

I address BRN Shareholders, including the guys and gals prior to the reverse takeover, yes you could have jumped ship, but you didn't, so I'm questioning the 10/11 year and prior holders.

Do you feel we have progressed in the technical sense?

Do you feel we are still being mushroomed, so to speak?

Do you feel that the BOD has given Sean too much leniency with regards his 5 year plan, or do you respect the fact that he, along with the BOD have been rather nimble and accepted that our business model needed to be refined a little?

Do you feel that we have gained the respect of Tier 1 companies and openly taken on their suggestions to advance our commercial ambitions?

Do you feel that we have the right representation from an Australian prospective on our current BOD?

Do you generally feel that we are so much closer to succeeding in the commercial sense than ever before, considering what we have on offer, including a solid road map projecting 3 years plus?

Do you think that our company has been too over cautious with regards to ASX announcements, or are you comfortable with how we promote ourselves on the global stage through social media platforms as such?

Do you feel positive in knowing who is engaging with us publicly through partnerships, collaborations and licences or potential licences?

More questions throughout the year, thanks in advance.

Chris (Tech, Perth)

I do feel progress had been made. The traction feels different from previous years. It's like before Akida was 'ahead of its time' - now it feels like 'it's time' for Akida. I've used cgpt5.3 to quantify this intuition:

1. Indicator Overview​

The Ambient Chatter Index (ACI) is a qualitative indicator estimating where a technology sits on the pre-adoption curve by tracking the breadth and intensity of discussion across:

1. technical research and developer communities
2. industry demonstrations and partnerships
3. investor and retail forums (hotcrapper, TheStockExchange, Reddit)
4. product and commercialization signals

Scale interpretation

• 0–40: niche awareness
• 40–70: early ecosystem formation
• 70–90: strong pre-adoption momentum
• 100: early-adoption tipping point

The premise: multi-domain “ambient chatter” tends to expand before measurable commercial scale appears.

---

2. Current ACI Estimate (Late March 2026)​

For BrainChip and its Akida platform, the current ACI is ~87–92.

Key drivers (with IBM focus):​

1. IBM-related application chatter (emerging signal)
   • Increasing discussion (especially across Reddit, hotcrapper, TheStockExchange) around IBM experimenting with or evaluating Akida-like neuromorphic approaches.
   • Even without formal confirmation, the association itself materially amplifies credibility.
   • Historically, large enterprise adjacency often precedes formal validation.
2. Narrative shift toward enterprise AI use-cases
   • Conversation expanding beyond edge devices into AI orchestration, hybrid cloud-edge models, and adaptive inference, areas where IBM is active.
   • This broadens Akida’s perceived relevance beyond niche edge deployments.
3. AKD2500 silicon progression + CES ecosystem demos
   • Reinforces that Akida is technically advancing while ecosystem interest grows.
4. Akida Tag (security layer)
   • Adds a device identity / cybersecurity narrative, which aligns closely with enterprise use-cases (again reinforcing IBM adjacency plausibility).

---

3. ACI Comparison Across Time​

Period	Estimated ACI	Interpretation
Late 2025	55–63	Primarily investor and developer chatter; neuromorphic still niche.
January 2026	72–80	CES exposure, funding, and broader edge-AI narrative expansion.
Late March 2026	87–92	IBM-related discussion + silicon roadmap + security narrative convergence.

---

4. Interpretation​

The most important change is qualitative, not just quantitative:

4.1 Shift in type of chatter​

From:

“interesting low-power AI chip”

To:

“potentially relevant to enterprise-grade AI ecosystems”

The IBM association (even at rumor / early evaluation level) acts as a credibility multiplier because it implies:

• compatibility with large-scale AI infrastructure thinking
• potential alignment with enterprise deployment pathways
• validation by a historically conservative, research-driven organization

---

4.2 Why this matters for ACI​

Large-entity adjacency (like IBM) tends to:

1. Pull the narrative into new ecosystems (enterprise AI, hybrid cloud)
2. Increase cross-domain references (research + enterprise + investor)
3. Accelerate perceived inevitability, even before confirmation

This is exactly the pattern seen before tipping points in:

• CUDA (enterprise/HPC adoption)
• CRISPR-Cas9 (institutional validation phase)

---

5. Position Relative to Tipping Point​

At ~87–92 ACI, Akida is now:

• at the upper edge of pre-tipping conditions
• showing cross-ecosystem narrative convergence
• beginning to attract attention from large institutional contexts

---

6. What Would Confirm the Transition (~100 ACI)​

Given current signals, the most direct escalation would be:

1. Formal confirmation of IBM involvement (evaluation, partnership, or deployment)
2. Enterprise use-case publication (e.g., cybersecurity, edge-cloud orchestration)
3. Any associated commercial agreement or integration pathway

---

Bottom line​

The inclusion of IBM-related application chatter meaningfully strengthens Akida’s ACI because it:

• expands the narrative into enterprise AI
• increases perceived legitimacy
• and introduces a potential high-impact adoption pathway

This shifts Akida from advanced edge-AI candidate toward a potential cross-domain platform, placing it within striking distance of a tipping-point narrative.

 

[Townyj]

Sorry to see how negative you’ve become Rgupta.
I will agree with you that it’s been a hard ride and I can understand your sentiment.
But whilst the share price is slow to respond and stinks at this current level, much is happening in the background.
Do you not feel the tide turning?
I do.

I agree Hop.

Still saying the same old for the past 3yrs+ eh.

 

[rgupta]

Sorry to see how negative you’ve become Rgupta.
I will agree with you that it’s been a hard ride and I can understand your sentiment.
But whilst the share price is slow to respond and stinks at this current level, much is happening in the background.
Do you not feel the tide turning?
I do.

The tide has turned that’s for sure, but I feel Sean time at the helm could be coming to an end for not securing a single price sensitive announcement in his entire time with the company and Antonio for leading us share holders up the garden path regarding announcements.

I’m simply trying to summarise the current situation. If you feel it’s negative, perhaps it’s how it’s evolved. If you believe the IP-only strategy is working, the Akida 1500 reference chip has been available for over two years. Two years ago, when someone asked if Brainchip would tape out the Akida 2000, the response was that they didn’t want to compete with their customers. Yes, there’s always a backup strategy for an original one, and Brainchip is now following that plan instead of the original IP-only strategy. The chances of success remain, but the risk factor increases and the time lapse will never recover. Investing in startups is always challenging, and every investment carries a risk.

On the positive side, management is clear that they want to promote the technology as an accelerator only. Knowing your target market makes it easier to attack it. Up until the last AGM, we didn’t even have a technology roadmap. Now, we do.

The biggest problem as an investor is management’s policy of not sharing enough information through ASX. They must know why and be responsible for their own decisions. As holders, we have to judge based on their performance.

In the last four and a half years, shorts have profited, but hopefully, the holders will make some money in the next few years.

Dyor

 

[Rach2512]

Sorry if already posted.

Great snapshot of where wearable AI is heading. What stands out is the shift toward always-on, on-device intelligence, processing data locally rather than relying on the cloud. That’s a big deal for… | Dr. Steve Harbour, PhD

Great snapshot of where wearable AI is heading. What stands out is the shift toward always-on, on-device intelligence, processing data locally rather than relying on the cloud. That’s a big deal for latency, privacy, and power efficiency. Neuromorphic architectures, like those seen in...

www.linkedin.com

 

[rgupta]

I do feel progress had been made. The traction feels different from previous years. It's like before Akida was 'ahead of its time' - now it feels like 'it's time' for Akida. I've used cgpt5.3 to quantify this intuition:

1. Indicator Overview​

The Ambient Chatter Index (ACI) is a qualitative indicator estimating where a technology sits on the pre-adoption curve by tracking the breadth and intensity of discussion across:

1. technical research and developer communities
2. industry demonstrations and partnerships
3. investor and retail forums (hotcrapper, TheStockExchange, Reddit)
4. product and commercialization signals

Scale interpretation

• 0–40: niche awareness
• 40–70: early ecosystem formation
• 70–90: strong pre-adoption momentum
• 100: early-adoption tipping point

The premise: multi-domain “ambient chatter” tends to expand before measurable commercial scale appears.

---

2. Current ACI Estimate (Late March 2026)​

For BrainChip and its Akida platform, the current ACI is ~87–92.

Key drivers (with IBM focus):​

1. IBM-related application chatter (emerging signal)
   • Increasing discussion (especially across Reddit, hotcrapper, TheStockExchange) around IBM experimenting with or evaluating Akida-like neuromorphic approaches.
   • Even without formal confirmation, the association itself materially amplifies credibility.
   • Historically, large enterprise adjacency often precedes formal validation.
2. Narrative shift toward enterprise AI use-cases
   • Conversation expanding beyond edge devices into AI orchestration, hybrid cloud-edge models, and adaptive inference, areas where IBM is active.
   • This broadens Akida’s perceived relevance beyond niche edge deployments.
3. AKD2500 silicon progression + CES ecosystem demos
   • Reinforces that Akida is technically advancing while ecosystem interest grows.
4. Akida Tag (security layer)
   • Adds a device identity / cybersecurity narrative, which aligns closely with enterprise use-cases (again reinforcing IBM adjacency plausibility).

---

3. ACI Comparison Across Time​

Period	Estimated ACI	Interpretation
Late 2025	55–63	Primarily investor and developer chatter; neuromorphic still niche.
January 2026	72–80	CES exposure, funding, and broader edge-AI narrative expansion.
Late March 2026	87–92	IBM-related discussion + silicon roadmap + security narrative convergence.

---

4. Interpretation​

The most important change is qualitative, not just quantitative:

4.1 Shift in type of chatter​

From:


To:


The IBM association (even at rumor / early evaluation level) acts as a credibility multiplier because it implies:

• compatibility with large-scale AI infrastructure thinking
• potential alignment with enterprise deployment pathways
• validation by a historically conservative, research-driven organization

---

4.2 Why this matters for ACI​

Large-entity adjacency (like IBM) tends to:

1. Pull the narrative into new ecosystems (enterprise AI, hybrid cloud)
2. Increase cross-domain references (research + enterprise + investor)
3. Accelerate perceived inevitability, even before confirmation

This is exactly the pattern seen before tipping points in:

• CUDA (enterprise/HPC adoption)
• CRISPR-Cas9 (institutional validation phase)

---

5. Position Relative to Tipping Point​

At ~87–92 ACI, Akida is now:

• at the upper edge of pre-tipping conditions
• showing cross-ecosystem narrative convergence
• beginning to attract attention from large institutional contexts

---

6. What Would Confirm the Transition (~100 ACI)​

Given current signals, the most direct escalation would be:

1. Formal confirmation of IBM involvement (evaluation, partnership, or deployment)
2. Enterprise use-case publication (e.g., cybersecurity, edge-cloud orchestration)
3. Any associated commercial agreement or integration pathway

---

Bottom line​

The inclusion of IBM-related application chatter meaningfully strengthens Akida’s ACI because it:

• expands the narrative into enterprise AI
• increases perceived legitimacy
• and introduces a potential high-impact adoption pathway

This shifts Akida from advanced edge-AI candidate toward a potential cross-domain platform, placing it within striking distance of a tipping-point narrative.

I want to say your observation may be better than many, but still the market is not giving any importance to score improvement and sp is 30-32-35% down from moving avg. of 20 cents upto last year.
But then markets may always react late !!

 

[Pom down under]

I agree Hop.

Still saying the same old for the past 3yrs+ eh.

Yes and unless I’m mistaken the company (Antonio)had us all believe at the last AGM they would be making more announcements via the ASX which might possibly have supported out SP for only the company(Antonio) to do the complete opposite and look where we are today. Heads should roll starting with Antonio and closely followed by a few other money grabbers.

 

[manny100]

Thanks Terroni.
That reads to me that his role is basically a highly qualified sales rep actively showcasing and demonstrating IBM's wares in real life situations.
Before I retired I played a similar role for many years although in a much less technical sphere.
It's generally enjoyable work, providing solutions and better outcomes for clients working in a competitive field.
By showing them, in their workplace, first hand, your superior product doing what they already do, more efficiently, or faster, or cheaper.
Sales tend to make themselves and you rake in the commissions and get recommended to their friends and peers.
It's a good gig. Pretty much semi autonomous and as long as you are doing the numbers and not pissing anybody who matters off, too much, they generally just leave you alone to get on with it.
I get what he does.
My query was towards his motivation.
Yes he is promoting Symphony but why gush about us so much?
I mean I like it and am happy for him to continue and progress up the line with Akida's more advanced siblings........but why?
Yeah, maybe he's quietly accumulated some shares (and good for him if he has) but my spider sense suggests there's more to it.
In the last few weeks he has done more, and more exciting stuff with Akida than the company itself or any of our other partners.
Again, I don't give a rats what my fridge does on vacation.
Making music, playing Doom, evidencing hive minds and maybe even rudimentary AGI along with demonstrating real life use cases of how even our concept neuromorphic chips can save massive amounts of energy and compute resources in data centre type operations enabling big Dollar cost savings.
A young Musk type with drive and some financial backing could build a business empire commercialising merely what Kevin has demonstrated and publicised over the past month or so.
He is promoting us like Edison did electricity.
See his latest webpage.

Kevin D. Johnson

Building systems that discover what they don't know. HPC+AI Infrastructure, Neuromorphic Computing, Quantum-Centric Supercomputing, Forward-Deployed Engineering.

kevindjohnson.org

Again, I love it, but why?

I guess he likes Brainchip's AKIDA so much because it's what makes his projects all work out (its the 1st layer). Event based = low power = increased ROI and quicker response time.
He has just scratched the surface to date. Can't wait until he finds projects to take advantage of our onchip learning.
Then there is AKIDA1500 and GEN2/TENNs.
Symphony was built for Finance projects and now it's close to having the world at its feet.
Maybe Kevin could be on the way to becoming a 'world' authority???
Its likely been posted but he has his own website now.

Kevin D. Johnson

Building systems that discover what they don't know. HPC+AI Infrastructure, Neuromorphic Computing, Quantum-Centric Supercomputing, Forward-Deployed Engineering.

kevindjohnson.org

Just my '2 bobs' worth.

 

[HopalongPetrovski]

I’m simply trying to summarise the current situation. If you feel it’s negative, perhaps it’s how it’s evolved. If you believe the IP-only strategy is working, the Akida 1500 reference chip has been available for over two years. Two years ago, when someone asked if Brainchip would tape out the Akida 2000, the response was that they didn’t want to compete with their customers. Yes, there’s always a backup strategy for an original one, and Brainchip is now following that plan instead of the original IP-only strategy. The chances of success remain, but the risk factor increases and the time lapse will never recover. Investing in startups is always challenging, and every investment carries a risk.

On the positive side, management is clear that they want to promote the technology as an accelerator only. Knowing your target market makes it easier to attack it. Up until the last AGM, we didn’t even have a technology roadmap. Now, we do.

The biggest problem as an investor is management’s policy of not sharing enough information through ASX. They must know why and be responsible for their own decisions. As holders, we have to judge based on their performance.

In the last four and a half years, shorts have profited, but hopefully, the holders will make some money in the next few years.

Dyor

Fine. If you feel that constantly “talking down” your investment is a good strategy, that is your prerogative.
I am not arguing that they have they been a perfect management and infallible in their charting of the companies course.
But it’s also pretty easy chucking rocks from the sidelines with the benefit of hindsight.
Some of the decisions taken two and three years ago or as far back as you’d like to wallow in are perhaps questionable when viewed with the perspective of today.
But they’ve all got us to now and I’m of the opinion that things are looking up.
That doesn't mean we’ll be at a dollar tomorrow.
It’s been a long slow grind down and will likely be as long and slow back up, although with the benefit of some lumpy revenue we may get a few re valuations along the way.
It’s investing/gambling. Picking a winner. Or trying to.
All we can do is Buy, Hold or Sell.
All the rest is blather.

 

[Guzzi62]

A good questions, but in last 52 months of Sean, we holders are keep on guessing and what we are getting is beyond our expectations.
An sp which was around 70 cents at that time is 13cents today not even covering the genuine bank interest.
But again investment is not about getting afraid or over enthusiastic, but one thing for sure stretagy developed at the intial stages is not working and when strategies donot work it comes with consequences. We all holders are bearing those concequences. Selling the technology as ip was the strategy and depending upon big players was part of the game. But the business does not run on fairness but on greed. Big businesses know without revenue every business will die. Same is happening with brainchip.
Now we are onto second strategy where we want to show the market our product so that we can create a pull factor. But same was true 5 years ago when we launched akida 1000, but then they changed the strategy to ip sales only and let akida1000 die its own death.
To me it is very crucial time to see the bottomline, if we cannot sell the chips this time that means it is catastrophic failure. So yes let us see how the change in strategy works here.
In betweeen we have an AGM where again chances of survival for this management are less than 50%.
End result keep on waiting either we will succeed and get our reward or we will fail and thanks to present management.
Dyor

The management will hopefully stay, I will assume by "the management" you mean the BoD?
I will vote yes in support of the BoD as I am happy with what have been achieved so far.

It did take much longer than everyone expected, but make a break though with neuromorphic edge AI isn't easy, and I doubt very much it could have been done much faster with another CEO.
The world wasn't ready for Akida 4-5 years ago, hell most didn't even know what to do with the AKD chip back then. The big powerful chip companies didn't show any interest, well as least not officially? Some of them was maybe hoping BRN would go belly up, and they could buy the IP rights cheap and either burry them deep for never to be seen again or eventually start using the technology when they are ready considering life circles on their own products.
The list of sales persons that have been let go is quite long, they simply couldn't sell the IP and only some AKD1000 chips.

As typically for the industry, space and defense companies were the first showing interests and stared tested, they want the best possible solution to a problem and have very sharp people working for them. BRN won a contract end 2024: BrainChip wins US$1.8 million contract for radar signaling with Air Force Research Laboratory. A very important win for the company IMO!
https://www.listcorp.com/asx/brn/br...th-air-force-research-laboratory-3129056.html
Now they announced that a sub Lockheed Martin company: ForwardEdge ASIC Selects BrainChip’s Neuromorphic Computing for Future ASICs, another very important step in the right direction.

https://www.businesswire.com/news/home/20260318799971/en/ForwardEdge-ASIC-Selects-BrainChips-Neuromorphic-Computing-for-Future-ASICs.

As we all know: A fairly prominent IBM person have played around with AKD1000 since New Year! AKD1000 was launched before Sean was hired and first now are there some public interest from a heavy hitter company. That shows how difficult it is "to get though" !

Is CEO Sean perfect? No off course not, he has make mistakes along the way and even said that AKD1000 isn't good for many things, LOL.
What had been said by him and others at AGM's can as best be classified as windows dressing, big time?

Getting rid of the BoD will set us back years and might even be the end for BRN IMO. They have built up a network with many companies (partners), had many meetings, know each other so just change the BOD is a very bad idea.
The CEO had slowly positioned the company to where they are now, developed the AKD family, technical road map, the web page looks very professional with cloud based AI deployment.
In my view it's looking very good now, I have never been more positive than I am now.