BRN 3.77% 25.5¢ brainchip holdings ltd

Why I have sold all my BRN shares – Worth a read for non-holders., page-37

  1. 6,614 Posts.
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    Good to see you made some money from BRN.

    Your post was avowedly tendentious, as it was intended to set out your reasons for selling BRN.

    However, there were a couple of points where you may have tipped the scales a little too much.

    You suggest that the relevance of Samsung was in relation to Smart phones. However, most of the conversation concerning Samsung has been in relation to smart houses, doorbells etc.

    In comparing Akida with Intel's Lohoi, you make the point that assembling several Lohois, you get a comparable number of neurons.
    You then go on to disassemble Lohi in an attempt to demonstratte that, because the Lohoi neural network is only about ~50% (your estimate, I forget the exact figure) it would not need a larger footprint. In this, you omit the interchip connections, which would take a large slice of real estate.

    On the other hand, you also criticized Akida for its lack of RNN capability, despite knowing that Akida 2 has RNN. So you have postulated a Lohi which is not in contemplation to support one argument, but, inconsistently, you have ignored Akida 2 with SNN which is very much in contemplation, which is a pity as I would like to hear your views on Akida 2.

 
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