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investors.ouster.com
It appears right now that Ouster's LiDAR sensor is the likely leader in Defense Department purchases of LiDAR sensors. Might be quite a few...
<< The Ouster OS1 is the first high-resolution 3D lidar sensor approved under the Blue UAS Framework and offers superior performance in weight, power efficiency, and reliability under rugged conditions compared to previously approved 2D lidar solutions.>>
defensescoop.com
Ouster has the US manufacturing process in place for a completely US made sensor. Connecting the 'dots' one might surmise significant forward revenues.
<<“The Department of Defense must be able to procure, integrate, and train using low-cost, high-performing drones manufactured in the United States,” President Donald Trump wrote in the directive.>>
<<David Rothzeid — a venture investor at Shield Capital, Air Force reservist and Defense Innovation Unit alum — echoed that sentiment, saying he views the EO “as a positive and timely move that supports both national security and the U.S. innovation ecosystem.”>>
“It sends a meaningful demand signal to American entrepreneurs and primes the broader market to accelerate development,” he told DefenseScoop. “That said, although the EO is well-aimed, its long-term impact will depend on execution.” >>
Spitballing in the direction of Anduril now. The Anduril Ghost 4 is Blue UAS certified for US Government operations. I'm not sure how many LiDAR sensors are Blue certified but Ouster's OS1 is certified. I'm not even sure the Ghost 4 has a LiDAR sensor but seems to make sense to me. Fun to some extent to speculate.
anduril.com |
