This article actually gives out so much information:
“The original Proteus operates in dock areas within fulfillment centers, navigating safely around people and transporting heavy carts that can weigh close to 400 kilograms—work that requires employees to push carts, lift heavy items, and cover long distances during a shift. It’s currently deployed at 25 fulfillment centers in the United States.
The next generation of Proteus is designed to go much further. Rather than operating only in dock areas, the new system can work anywhere items need to be moved. This includes transporting containers as they arrive at a site, transferring them between workstations, and assisting employees across Amazon’s fulfillment centers and delivery sites.”
With the original Proteus, the demand would just be 100-300 robots because they only work in loading docks. The new Proteus is clearly aiming to replace all the robots moving the carts today, and there are about 3000-4000 such robots at each of the 300 fulfillment centers.
That means Amazon’s demand for LiDAR will eventually reach 1 million sensors.
All the 3.2M $OUST warrants will be vested by the end of Q3 if not earlier. When Amazon exercise those warrants at $50/share, @ousterlidar will receive $160M cash.
You are not bullish enough.
$OUST Hyundai Rotem has secured two government-backed physical AI robotics projects, strengthening its position in autonomous systems for defense and industrial applications.
The robot dog has an Ouster OS sensor and the HR-Sherpa vehicle has two Ouster VLP sensors.
Hyundai and Amazon have so many ties with Ouster. I wonder if Hyundai will ever take a stake in $OUST . Its subsidiary Hyundai Mobis did sign a strategic partnership with Velodyne yeas ago. https://t.co/J0398FN0HZ
$UMAC up 40% this morning, see why following the Trump family investments always pays off. $HUT just did too. God bless, meanwhile hunter Biden was selling finger paintings for $500k and being paid under the table in Ukraine without sharing with us
https://t.co/TDJkPM1Nc1