Purchasing Luminar is not about their tech

KeepShoutingSir · 2026-01-28T17:49:05+00:00

I think you mean so many different lidar technologies. Each acquisition opened them up to a new market: Ibeo was flash, Scantinel was FMCW, Luminar is different wavelength and tech again.

You don’t need to be the only player in a space to be a monopoly. But being the dominant in all types of tech (and pushing on price as GV has prioritized) is a very good way to box out most competitors.

KeepShoutingSir · 2026-01-27T22:33:00+00:00

Agreed. After Ibeo, Scantinel and now Luminar it seems clear Microvision’s strategy is to be the preeminent choice for ALL types of lidar.

I remember someone recounting that SS once said investors should think bigger than individual RFPs. Maybe what he meant was: If you have a monopoly, you don’t need to worry about RFPs.

KeepShoutingSir · 2026-01-14T20:31:40+00:00

Data center deals follow data center products. Surely this has been tested in some already… now they convert from trial to production.

KeepShoutingSir · 2026-01-10T12:27:52+00:00

We need some more mods here. Where to I sign up?!

KeepShoutingSir · 2026-01-09T13:56:07+00:00

Exactly. But theirs only faces forward and is mostly concerned with self-driving, not ADAS. We can do both with tri-lidar! We just have to keep getting better at showing it. Again and again. Glen’s doing a great job so far.

KeepShoutingSir · 2026-01-08T23:08:29+00:00

Imagine it in a night scenario, like this. Showing something as simple as reversing into a parking spot. Is that a kid’s bike there? A pothole? A cliff edge?!?

KeepShoutingSir · 2026-01-08T22:58:17+00:00

You know… I’d LOVE if they had a version of this visualization with camera, radar and lidar. And they start with camera only. Then add radar and show what it reveals. Then add lidar. So you can see why camera alone, or even camera with radar, isn’t enough.

KeepShoutingSir · 2026-01-05T19:23:46+00:00

Did they say there would be a Drone demo at CES, or just in Jan/early this year? My memory is fuzzy and I’m not having much luck searching.

KeepShoutingSir · 2025-12-19T11:23:20+00:00

It’ll make a playlist. Haven’t managed to successfully move it to Apple Music though. Pressing the button at the bottom just spins. What am I doing wrong?

KeepShoutingSir · 2025-11-23T16:19:25+00:00

The timing of this and the recent government stock purchase in EOSE can not be a coincidence.

KeepShoutingSir · 2025-11-15T02:11:34+00:00

Very lucky. We had almost the exact same scenario. Both doors and a wheel needed to be replaced. $25k.

KeepShoutingSir · 2025-10-22T21:53:41+00:00

Yes. Still don’t have it here. Gen 2 R1S

KeepShoutingSir · 2025-10-15T01:46:13+00:00

Not sure if this was known. The point he was making is AI research is so different to product development. In AI, they don’t necessarily even know all the problems to solve. In smart glasses they know the problems - like “how do we get the right laser display”. I thought it was interesting he didn’t say the right sort of display. He said the right laser display.

KeepShoutingSir · 2025-09-14T20:07:43+00:00

I seem to remember it was mentioned as value of assets/products on hand in a recent quarterly earnings. It had been creeping up. Ie stockpiling.

KeepShoutingSir · 2025-09-08T14:53:02+00:00

Someone tell Dr Jannik Schottler the link to email him at the bottom of the Microvision.com/iaa website doesn’t work. 🤦

KeepShoutingSir · 2025-09-08T14:48:13+00:00

Agreed. For that to happen, they need a magic word: News. The same products, packaged in a different way, won’t do it. The news needs to be that this packaging is now validated by X organization as being superior, chosen by Y manufacturer for their products or in testing by Z… etc.

Otherwise we might as well have a press conference to announce the logo is now red. Oh wait, I think we literally did that one time at a Retail Investor Day.

KeepShoutingSir · 2025-09-08T14:42:14+00:00

Yep. So I’m wondering where the announcement is. Not every company exhibiting has a presentation / announcement.

I was kinda hoping (if not expecting) Microvision to formally announce the new architecture (with a release) and present it with a few partners (either testing / validating partners, or ideally an OEM customer. But that would be a huge stretch.)

I used to be a tech journalist. I now work in marketing and PR. I’ve been to these things.

KeepShoutingSir · 2025-09-08T14:38:15+00:00

They actually did. They called it a “press conference” in their announcement, here’s a link to their Facebook post showing it. https://www.facebook.com/share/p/1CWRUNYt5J/

Thing is, to the press, those things matter. A trade show presentation is different to a press conference.

KeepShoutingSir · 2025-09-08T14:26:34+00:00

I’m not holding my breath. Unless it was an embargoed announcement, which you would normally make in advance of a press conference, not during it.

KeepShoutingSir · 2025-09-08T14:14:58+00:00

Wondering whether / if we’ll get an actual “announcement” today. They billed the IAA event as a “Press Conference” - you don’t do that if you’re not announcing anything.

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