beauregard

[beauregard @beauregard2]

@Jonathan_ben_94 No one cares about the Innoviz One contract with BMW. It's not even worth peanuts. We're talking about the next generation. You know, the one that Omer talked about incessantly on his Q1 call then never mentioned even once on the Q2 call--after dropping MRM work BMW had required.

[beauregard @beauregard2]

$INVZ Here's a slide from BMW, showing that it dropped Innoviz like a bad habit and adopted Valeo for its next generation.

[beauregard @beauregard2]

$LAZR Luminar Iris on Plus Super Drive equipped Traton trucks (that's Navistar, Man, and Scania):
https://t.co/6h8fwgbwoI
Also on SuperDrive equipped Hyundai truck:
https://t.co/RFz21fa9Ec

[beauregard @beauregard2]

@Jonathan_ben_94 @VolvoTrucks This is Aurora's proprietary lidar, not Innoviz.

[beauregard @beauregard2]

@CubCadet_USA Cub Cadet are thieves, plain and simple. They are lawbreakers. They stole from me. If I were a lawyer, I'd sue them. They take your money, never ship the part, then make it impossible to get a refund.

[beauregard @beauregard2]

@CubCadet_USA Do NOT buy a Cub Cadet. When you need a new part (and you will; they don't last that long), Cub Cadet will take your money but never ship the part. And they never, ever answer the phone.
Worst company I've ever dealt with. Bar none.

[beauregard @beauregard2]

@JShpigler @Waabi_ai @TaylorOgan For sure.

[beauregard @beauregard2]

@abrahamdrummond @MyFactsopinion1 @RespectTheTrend Abraham, how's that BMW "contract" going for $INVZ? You know, the one where they were developing a Core Compute module and MRM software for BMW? Still looking good? Oh, wait, I see Innoviz cancelled that work. Huh. Weird. Maybe you should lecture me about contracts some more.

[beauregard @beauregard2]

Curious to see if $INVZ @KeilafOmer will finally write down the $500m they have in their forward order book for the ZF shuttle program now that ZF has announced it is all but eliminating its shuttle program.

[beauregard @beauregard2]

@JShpigler Positively, I think. At the very least, it suggest the Mercedes/Iris+ business is plowing forward.

[beauregard @beauregard2]

$LAZR is no longer simply on Geely's SPA2 platform (Volvo EX90 & Polestar3) but now also the SEA platform (with the Polestar 4 & 5), making it easier to poach more cars on the SEA platform (such as the Zeekr 001, Zeekr 009, Ji Yue 01, Lotus Eletre, and Lotus Emeya).
@luminartech

[beauregard @beauregard2]

@DaveWeLike Add me, please.

[beauregard @beauregard2]

$LAZR @luminartech Invited paper at SPIE Photonics West conference on High-Power Diode Laser Technology (note: other publicly traded lidar companies lack the expertise to participate):

[beauregard @beauregard2]

@StockCrawlerCOM I remember that well!

[beauregard @beauregard2]

$LAZR (cont. 2) Three interesting screenshares from Phononic's whitepaper on lidar cooling:

[beauregard @beauregard2]

$LAZR Luminar in deal with Phononic, a provider of advanced cooling systems that improve lidar performance: (cont.)
https://t.co/O9sEckwCkp

[beauregard @beauregard2]

@JShpigler @luminartech @TaylorOgan @snowbullcapital @PatrickMoorhead @bridgemccarthy_ EcarX confirmed it for the Polestar 4? Nice.

Also nice to see EcarX emerging as a player in China. It seems that Western companies have to piggyback on Chinese companies that can legally hold the data. Both Luminar and Mobileye have turned to EcarX. Worth watching.
$LAZR

[beauregard @beauregard2]

@JShpigler @luminartech @TaylorOgan @snowbullcapital @PatrickMoorhead @bridgemccarthy_ Do you think Luminar will be on the Polestar 4? I can't recall the wording of the PR with Mobileye.

[beauregard @beauregard2]

@JShpigler @luminartech @TaylorOgan @snowbullcapital @PatrickMoorhead @bridgemccarthy_ Interesting about the Customer Program Management positions. You think that means they have more programs to manage? Would be a nice problem to have...

The new Iris-equipped Mercedes looks sweet, btw. Iris+ is smaller than I realized. Hopefully, we hear more soon.

[beauregard @beauregard2]

@JShpigler @luminartech @TaylorOgan @snowbullcapital @PatrickMoorhead @bridgemccarthy_ Yep. A few weeks ago, they advertised 3 positions for Luminar Semiconductor (some for the former Optigration, some for the former Freedom Photonics). Now they have nine openings for Freedom Photonics alone.
Possibly an uptick in interest in those 1550nm diode lasers?
$LAZR