Proud Father, Engineer, and Logical Climate Activist advocating For Disruptive Technology Towards Cleaner Future.discord.gg/Y8KAWnAT Toronto CanadaJoined January 2021
News $OUST.
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Was granted build America compliance which is a major turning point for competition separation as it shuts down all Chinese Liadars out.
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@ousterlidar is the only US made colour lidar that is on a cutting edge of robotics and smart infirstrucutre.
I love a good $SMCI drama but this is hilarious. Just as @samsung expands their AI plan in Billions which will have a tail wind for @Supermicro the "raid news drops"
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However buying chips from China(Taiwan) is perfectly legal.
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"Taiwan currently does not classify Al chip exports to China as a criminal offense, stated the Bloomberg report"
@optionscjp Few edges? They are only colour lidar on market 3-5 years ahead and 100s of customers. I've seen your picks nothing impressive and very low on performance
NEWS: @Tesla + @ousterlidar
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Tesla Semi has been spotted with a $OUST lidar. I'm a firm believer if Tesla Semis autonomy is going to be implemented, there will be a requirement for a redundant safety system such as lidar.
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This is a higher level of lidar validation.
Global adoption of @ousterlidar
Within mining and construction sector will explode globally.
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Heavy equipment rock truck operators are compensated on average $100,000 per year for a 12 hour shift.
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By simply adopting $OUST Liadar a cost saving for double shift 24 hour operation would be $200,000.
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This is a process that's taking place currently not a pipe dream. This is just 1 out of 10,000 use cases for @ousterlidar
@__Con_ You are forgetting one very key and critical factor for $HSAI
Can you trust their books a D reporting. I don't and for that reason it's a no for me. $OUST is far more trustworthy and already towards a path with growth
This is my concern.
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While it's great to see @Hyliion expanding talks abroad, how will Thomas tackle scale manufacturing.
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Thomas mentioned that Hyliion has the North Americas largest 3D printing capabilities. Well if Hyliion can produce few hundred units per year, who else can actually tackle on the scale.
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On August 2024, Hyliion signed a memorandum of understanding (MoU) with the Jardine Engineering Corporation (JEC). However any manufacturing expansion to China wont be allowed by USA.
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@ThomasHealyCEO how will you scale to 1,000 units per year?
Robotics are accelerating with proper partnerships :
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@ousterlidar + @MicronTech +@BostonDynamics
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$OUST just signed an agreemt to scale up to 100,000 sensor per year and that's just the beginning. Each Rev8 Lidar is +/- $8,000 and at sub $3B valuation this will be a very explosive path to commercialization.
@ThomasHealyCEO My concern is volume production. If Hyliion is the largest 3D printing company, who else can Hyliion consider to crank out actual volume more than 100 karnos per year
NEWS @ousterlidar $OUST
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Path to high volume production. This is a major critical milestone that all the analysts have been waiting for.
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Only lidar in North America with colour point cloud and @amazon partnership.
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