ppdd

$OUST OG | Believer in Physical AI
Deep dives:
Personal views only. Not financial advice.

[ppdd @usppdd]

@IamRamenPanda 假的，他辟谣了。

[ppdd @usppdd]

@anni_sen A 30% cut would be healthy for $GOOGL. Too many people there have gotten too comfortable.

[ppdd @usppdd]

$GOOGL should take @Waymo public. @sundarpichai

[CNBC @CNBC]

As Waymo expands overseas, it remains a niche cash-burning business https://t.co/BHxv2vBNx4

[ppdd @usppdd]

@SingularityRes $3.6T now lol

[ppdd @usppdd]

@IamRamenPanda 换股合并呗。

[ppdd @usppdd]

@IamRamenPanda 如果要押AI基建的话，它比SpaceX 更好。

[ppdd @usppdd]

@ZeeContrarian1 It’s very difficult for anyone to have deep knowledge in more than 5 stocks. So, if you see someone posting about more than 5 stocks, you have a good reason to doubt him.

For me, the only stock I truly understand is just $OUST so you all can ignore my posts on other names lol.

[ppdd @usppdd]

@IamRamenPanda 问题不大，主要是资本开支过高导致FCF为负。阶段性的。

[ppdd @usppdd]

@wshngknshji1 应该正好10年吧。中期选举后的这2年，加上后面两任总统任期，估计都是民主党的天下了。共和党现在变成了川普信誓旦旦要清除的沼泽，他的家族就是沼泽。

[ppdd @usppdd]

@darrencao2024 280的谷歌比290的谷歌更有吸引力。

[ppdd @usppdd]

@GatsbyHuxley You are naive to believe they are working on BBs up to 50...good luck.

[ppdd @usppdd]

Does this even matter?

The reality is that $ASTS management has been grappling with two major bottlenecks for a long time: launch capacity and manufacturing capacity.

They've clearly failed to address either one.

The only thing they've succeeded at is keeping retail investors convinced that these bottlenecks aren't a problem.

Not very honest, IMO. $ASTS

[Gatsby @GatsbyHuxley]

Hey @grok how likely is it that Musk and a spaceX have deliberately delayed $asts launches. And what would a) the legal repercussions be and b) what material benefit would they get from any unlawful delay

[ppdd @usppdd]

Volkswagen has completely lost its way.

[Reuters @Reuters]

Volkswagen, in strategy shift, plans to globalise China-developed technology https://t.co/d6bcdrotte

[ppdd @usppdd]

$OUST could benefit from this. While LiDAR isn't explicitly named, it could potentially fall within the scope of future measures. If the U.S. moves to restrict Chinese-made LiDAR, companies like @zoox @Rivian @BotAutoAV @nuro may have stronger incentives to consider U.S. suppliers like Ouster. Nothing is guaranteed yet, but this is a potential tailwind for Ouster and the broader U.S. LiDAR industry. $OUST
https://t.co/W5izwbCHY2

[ppdd @usppdd]

@wshngknshji1 怎么知道哪个是饭？也许就是两坨屎而已。非要吃不可的话，恶心是肯定恶心了，只能选一个没那么臭的🤣

[ppdd @usppdd]

@JeffGabel @Seneca_Systems @ousterlidar Funny that I thought there was only sensor but then I look at the screenshot and found another one at the bottom lol.

[ppdd @usppdd]

Great to see @Seneca_Systems with @ousterlidar lidar sensors fighting wildfire in my county! $OUST

[Stuart Landesberg @Stu_Land]

Today, Seneca announces that @SBCOUNTYFIRE has become the first agency in California to acquire a @Seneca_Systems Strike Team of five aircraft plus a Mobile Air Operations Base.

This is the second fire department acquisition of an autonomous aerial fire suppression system in the world. It will being a new set of capabilities to our nation's largest county -- and one that regularly sees nearly 2,000 yearly vegetation fires -- early in 2027.

It also will get the world a little closer to the moonshot goal of @SBCFireChief Dan Munsey: instant response to keep fires at 100 square feet. Fire grows exponentially. Detection has improved. Autonomous aerial response is the clear next step. We are extremely to partner with the exceptional men and women of San Bernardino County Fire to push the boundaries of what is possible.

San Bernardino County Fire will also put the aircraft into use for fuels management and prescribed fire, cargo hauling, night operations, mop up, and other mission types that will keep firefighters and communities safer.

California's wildfire threat is existential and well documented. It is a true privilege to work with the heroes and leaders in one of the nation's largest and most active districts to turn the tide.

A special thanks to the exceptional broader team in SB for the hard work to make this possible: Robotics PM Jeff Alexy, BC Chris Bowden, @Chief_Serrano, @billclerico, Captain Shawn Millerick and to Chris Anthony for making the introduction to Chief Munsey back before both Seneca and FireWERX!

**On a personal note, Dan and San Bernardino was my second call when learning about the fire industry before Seneca. The department staff was generous with their time and wisdom expecting nothing in return. I feel extraordinarily grateful to now call those same individuals friends and partners

[ppdd @usppdd]

Poor executions. Down -8% AH. I wouldn't touch $AUR above $1/share ($2B market cap).

Yup, this company is still $10B today, lol.
https://t.co/0Gjt4QDuJx

[I45_Autonomy @bbrooklynboss]

Aurora $AUR Q3 2026:

​• Revenue: $3M (+200% YoY)

• Net loss: $234M

• Operating cash burn: $170M

• Cash & investments: $1.03B

• 𝗙𝗬𝟮𝟲 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗴𝘂𝗶𝗱𝗮𝗻𝗰𝗲 𝗰𝘂𝘁 𝗳𝗿𝗼𝗺 $𝟭𝟰–𝟭𝟲𝗠 𝘁𝗼 $𝟵𝗠

​𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗶𝘀 ~𝟲 𝘄𝗲𝗲𝗸𝘀 𝗯𝗲𝗵𝗶𝗻𝗱 𝘀𝗰𝗵𝗲𝗱𝘂𝗹𝗲.

𝗧𝗵𝗲 𝟮𝟬𝟬-𝗱𝗿𝗶𝘃𝗲𝗿𝗹𝗲𝘀𝘀-𝘁𝗿𝘂𝗰𝗸 𝗺𝗶𝗹𝗲𝘀𝘁𝗼𝗻𝗲 𝗵𝗮𝘀 𝘀𝗹𝗶𝗽𝗽𝗲𝗱 𝗳𝗿𝗼𝗺 𝘆𝗲𝗮𝗿-𝗲𝗻𝗱 𝟮𝟬𝟮𝟲 𝘁𝗼 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟳.

​Why the delay? Three pre-production bottlenecks during the upfitting ramp with manufacturing partner Roush:

​Material availability (supply chain delays)

​Component quality issues requiring rework

​Integration bugs caught during end-of-line testing

​Current status & recovery plan:

• 20+ driverless trucks currently built & entering the fleet

• Initial bottlenecks resolved; Roush facility is fully staffed & building 16 hrs/day

• Targeting steady-state output of 20 trucks/week by early December 2026

• Management still targets 1,000+ operating driverless trucks by the end of 2027

​𝗗𝗘𝗠𝗔𝗡𝗗 𝗜𝗦 𝗚𝗥𝗢𝗪𝗜𝗡𝗚. 𝗠𝗔𝗡𝗨𝗙𝗔𝗖𝗧𝗨𝗥𝗜𝗡𝗚 𝗘𝗫𝗘𝗖𝗨𝗧𝗜𝗢𝗡 𝗜𝗦 𝗡𝗢𝗪 𝗧𝗛𝗘 𝗞𝗘𝗬 𝗧𝗘𝗦𝗧.

https://t.co/x6yeSjeOyB