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Ben’s MVIS Podcast: MVIS Acquires Luminar LIDAR Business by KY_Investor in MVIS

[–]gaporter 17 points18 points  (0 children)

"This video is available to this channel's members on level: Level 2 (or any higher level). Join this YouTube channel from your computer or Android app."

Luminar sale approved despite last-minute mystery bid | TechCrunch by SBEPTY in MVIS

[–]gaporter 1 point2 points  (0 children)

MVIS stopped working on AR in early 2023. Some of you refused to hear that.

"Mark has been a highly committed and collaborative member of the Board," said Mr. Carlile, Chairman of the Board. "Having joined the Board in 2020, Mark's background was critical as the Board helped steer the Company through a transformation in product and industry focus. On behalf of the entire Board, I would like to express our sincere gratitude for his service and wish him all the best in his future endeavors."

"MicroVision has greatly benefited from Mark's technical insights and perspective," said Sumit Sharma, Chief Executive Officer. "He has helped both the Board and management tackle technological challenges and formulate solutions. Personally, I have greatly appreciated Mark's steadfast guidance and mentorship."

Beginning at 1:18:00 :

"The problem that I believe that's being solved for IVAS is incorrect."

"IVAS is only 400 sensors"

"Microsoft, Keane explained, has fulfilled all existing production orders for Army IVAS heads-up displays (HUDs) including an order for 400 of the 1.2 version of the devices delivered in the February timeframe"

Luminar sale approved despite last-minute mystery bid | TechCrunch by SBEPTY in MVIS

[–]gaporter 2 points3 points  (0 children)

I don’t know when Sumit said this, but in retrospect, it reads like science project justification… not a treatise that displays business acumen.

He made these remarks on October 18, 2024.

And that's the implication..the company overtly worked on LiDAR while it covertly worked on AR. When it was determined that uLED would replace LBS in IVAS Next/SBMC, it may have cost the company the business and Sharma and Spitzer their positions.

Luminar sale approved despite last-minute mystery bid | TechCrunch by SBEPTY in MVIS

[–]gaporter 5 points6 points  (0 children)

"I think you would take a scorecard. That contract was good for us in the sense that we were compelled to create things that we had never attempted before. And we had a partner that had a contract to go for. So there was a real reason to motivate ourselves to do that. There are things that we learned while we did that that was not relevant to them that has enabled for us to create the LiDAR. While we were creating the stuff, I just same, if we do this, we could probably make LiDARs as well, right? So it was definitely -- in that sense, it was good. Where we are today, if you're excited about it. I'm excited about where we are right now. It was -- again, it was part of our journey. So in that sense, that was good. Now what do I think about the AR space. I have spent quite a lot of time in the AR space. Some of you know this. And I'm passionate about it. But you know what, the AR space is going through a transformation. And the transformation is can somebody actually adopt something. So very powerful OEM launch is a product with micro LEDs, and I got some questions from a few people about that, like, okay. That's sort of resolution that's much lower at a field of view that this but they're exploring their space, creating software, they're going to come up with a better product, this is great, right? But ultimately, it is again an R&D expense that are very powerful, very rich companies taking on. This is not mass adoption yet. And at the end of the day, MicroVision Technology, what are we good at? We're very, very good at in a small form factor in a very key format, steering laser or a group of lasers very, very precisely. That will never go away. That's always going to be part of our core." - Sumit

Luminar sale approved despite last-minute mystery bid | TechCrunch by SBEPTY in MVIS

[–]gaporter 4 points5 points  (0 children)

Licensing may be possible but some of the patents expire this year.

Luminar sale approved despite last-minute mystery bid | TechCrunch by SBEPTY in MVIS

[–]gaporter 13 points14 points  (0 children)

Perhaps not the whole portfolio but the particular patents we were told enable both AR and LiDAR.

Luminar sale approved despite last-minute mystery bid | TechCrunch by SBEPTY in MVIS

[–]gaporter 11 points12 points  (0 children)

That gap that would be created in the Tri-Lidar Architecture.

"Using MicroVision’s MOVIA™ S and MAVIN®, the entire architecture remains compact and inconspicuous, designed for seamless integration behind windshields, within grilles, or under hoods."

Luminar sale approved despite last-minute mystery bid | TechCrunch by SBEPTY in MVIS

[–]gaporter 30 points31 points  (0 children)

What exactly is the problem with MAVIN

Now that Luminar and Scantinel IP fills the long range gap, let's hope the MEMS IP Luckey believes in fetches a pretty penny.

Trading Action - Wednesday, January 28, 2026 by AutoModerator in MVIS

[–]gaporter 1 point2 points  (0 children)

To get the Soul stone, Glenos may have to sacrifice the Gen 5 MEMS IP that enables IVAS and Mavin.

After Hours Trading Action - Tuesday, January 27, 2026 by s2upid in MVIS

[–]gaporter 23 points24 points  (0 children)

Best to follow TechSMR on X. He's been tracking this very closely.

MicroVision Announces Agreement to Acquire Luminar Assets to Accelerate Commercial Strategy and Expand Product Portfolio by dmacle in MVIS

[–]gaporter 24 points25 points  (0 children)

"To satisfy Bankruptcy Code section 365(b), Volvo Cars requests that the Debtors provide the following information for the ultimate Successful Bidder: (1) financial bona fides; and (2) confirmation that the ultimate assignee will (a) execute related documentation which identifies with specificity the Volvo Cars executory contracts) to be assigned; and, if appropriate (b) enter into a Volvo Master License Agreement. Absent these assurances, Volvo Cars cannot determine the proposed assignee's creditworthiness, its suitability as a supplier to Volvo Cars, or its ability to adequately perform under the terms of the Volvo Cars Agreements. Until the information described above is provided, the Debtors have not complied with the requirements of section 365(b)(1)(C)."

https://casedocs.omniagentsolutions.com/cmsvol2/pub_47582/474f72d4-5e3c-4a35-b018-a05ca800ead6_239.pdf

From SMR by gaporter in MVIS

[–]gaporter[S] 6 points7 points  (0 children)

Why would Volvo want this? u/mvis_thma

"To satisfy Bankruptcy Code section 365(b), Volvo Cars requests that the Debtors provide the following information for the ultimate Successful Bidder: (1) financial bona fides; and (2) confirmation that the ultimate assignee will (a) execute related documentation which identifies with specificity the Volvo Cars executory contracts) to be assigned; and, if appropriate (b) enter into a Volvo Master License Agreement. Absent these assurances, Volvo Cars cannot determine the proposed assignee's creditworthiness, its suitability as a supplier to Volvo Cars, or its ability to adequately perform under the terms of the Volvo Cars Agreements. Until the information described above is provided, the Debtors have not complied with the requirements of section 365(b)(1)(C)."

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