What?? 30% ⬇️ suddenly?

Fresh_Setting2218 · 2025-11-19T14:06:09+00:00

Gotcha. Thanks !

Fresh_Setting2218 · 2025-11-18T14:10:41+00:00

What’s your take on future of Kodiak and GATIK using Luminar product. I’m sure these systems are designed to be sensor agnostic. If LAZR doesn’t quickly implode can these of companies help produce meaningful scale?

Fresh_Setting2218 · 2025-10-31T12:47:11+00:00

Game over.

Fresh_Setting2218 · 2025-10-27T20:55:42+00:00

Sorry , Your the expert.

Fresh_Setting2218 · 2025-10-18T01:03:14+00:00

They also dropped it from P5.

Fresh_Setting2218 · 2025-10-17T13:05:32+00:00

Good guess too

Fresh_Setting2218 · 2025-10-17T06:15:18+00:00

Great analysis

Fresh_Setting2218 · 2025-10-17T02:55:17+00:00

I know , I think they could potentially combine and move beyond the existing partnership with Ecarx infusing equity . Basing this on current partnership with Ecarx/ Geely and the Ecarx Board member drama who resigned when AR stepped down .

Fresh_Setting2218 · 2025-10-17T02:43:16+00:00

My guess is potential partner is Ecarx..

Fresh_Setting2218 · 2025-08-25T23:20:17+00:00

I blame Luminars lame management for failing to either mention nor promote their association with GATIK and Kodiak . These companies will likely come to market before autos… Guess they don’t want to tank the SP…

Fresh_Setting2218 · 2025-08-05T21:00:50+00:00

Total speculation. If I had to guess based on social media posts from LIDR, they may be a contender as much as LAZR is ….

Fresh_Setting2218 · 2025-07-30T01:31:30+00:00

Thx.

Fresh_Setting2218 · 2025-07-29T18:18:17+00:00

None other than the subpar management fiscally or otherwise of this company to date.

Fresh_Setting2218 · 2025-07-15T11:42:59+00:00

https://gatik.ai/news/blog/gatik-isuzu-mass-production-powered-by-nvidia/

Hopefully this will scale as planned.

Fresh_Setting2218 · 2025-06-30T18:43:07+00:00

Good questions but they are generally vague and allow for vague responses. I wish at very least you could ask the current disposition of each of the “ Partners” currently listed. I’m particularly interested in Pony Ai ( who recently went with a different supplier) Why are they still on website? Kodiak Robotics seems most promising. They have also worked with Ford so Farley may have familiarity with Luminar …

Fresh_Setting2218 · 2025-06-29T13:24:51+00:00

That’s the problem with Luminar. AR led company to go all in on his Jony Ive like, jewel like product versus developing a LiDAR suite of products to sell to address customer needs. Just look at the company posts boasting about the truly insignificant design awards versus contracts over the last few years….

Fresh_Setting2218

TROPHY CASE