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Technology Stocks : Ouster (OUST) -- Ignore unavailable to you. Want to Upgrade?


To: waitwatchwander who wrote (170)8/26/2025 1:34:31 PM
From: Smart_Asset  Read Replies (1) | Respond to of 238
 
<<--> issue for ADAS large scale adoption has been form factor and cost

Hasn't it been software? That's costly. Mechanics of spinning has never been great either.

Cepton's tuning forks addressed the later but for some odd reason that wasn't great enough to attract the needed dollars, especially public dollars.>>

Guessing you have some time/expertise wrt the issue.

imho the software has been addressed already in the robot-truck area and is an integration of LiDAR, radar, and cameras. Multiple devices in all three so some complex software. SLAM or simultaneous location(real time) and mapping(real time and catalogued) is a real advantage for LiDAR silicon.

cnn.com

On that subject I'd like to see some sort of acquisition or merger with Ouster. I believe they are currently engineer heavy and have focused on software revenues for a relatively short(2yrs?) period of time. Those revenues are mostly from the infrastructure(Blue City) vertical.

Over time Ouster's strategy of robotics, infrastructure and industrial use cases/revenues vs all in on ADAS looks to be the right one.

Agree wrt to spinning LiDAR which is the Velodyne/Ouster current sensor which is on the May Mobility robot-taxis. maymobility.com

utm_term=may%20mobility&utm_campaign=May+Mobility+%7C+Search+Brand+Keywords&utm_source=adwords&utm_medium=ppc&hsa_acc=8948030270&hsa_cam=19935233412&hsa_grp=166239897028&hsa_ad=687540017408&hsa_src=g&hsa_tgt=kwd-473632559001&hsa_kw=may%20mobility&hsa_mt=e&hsa_net=adwords&hsa_ver=3&gad_source=1&gad_campaignid=20938569734&gbraid=0AAAAApgJS5_fGWXDJf6HZDnJTHYEafm_M&gclid=CjwKCAjwtrXFBhBiEiwAEKen14e5J_7ORiGvA2hJXYuslEOkRfRvFCYuZzmgcMnNNAHCEhtEd1XI9xoCTSEQAvD_BwE

Thanks for taking the time to post.