@usppdd I believe upgrading existing LiDARs to REV8 enables the collection of native color data, making waymo one of the first companies able to train with colorized LiDAR data. The question is how much that additional data is actually worth. Probably cost gap too much for a change
@DollarCostAvg The reason of spending more money to Lidar instead of camera is reliability. Ouster’s Ceo Angus Pacala always told that minimizing risk is essential for them and their customers. For instance they added extra 1 chip to their lidar to make sure the other chip is doing well.
@BlackPantherCap I’m 100% in on Ouster. I’ve done tons of research, but I can’t find any connection between Anduril and Ouster. What am I missing? @usppdd@BlackPantherCap
@mcinnes_danny we can see that prep. done before the rev8 presentation.
Q4 2025: 58%
Q1 2026: $29.9M inventory / $48.2M product revenue = 62%
Inventory is growing significantly faster than revenue. Normally i could say its the sign of demand decrease but the scenario different.Ready for demand
@snmart@aleabitoreddit That stock came recently to my radar two weeks ago. I think Ouster’s smart city solutions will be pioneer of their growth. i wondered ouster current valuation, done reverse dcf because they are not profitable yet.The valuation stands for %15 yearly growth but YoY growth way more