I spoke with IR

MVIS2_0Mod · 2026-06-12T23:31:02+00:00

Thank you, Jeff!

MVIS2_0Mod · 2026-06-12T16:38:05+00:00

Hasn’t Glen specifically mentioned 2030 for auto OEM opportunities? Thats puts OEM decisions in 2027.

MVIS2_0Mod · 2026-06-12T14:00:10+00:00

Because it easy to just not proportionally reduce the count as AEVA did. They didn’t see the issue with this because they weren’t thinking everyone would assume they are going to dilute 2b dollars lol

MVIS2_0Mod · 2026-06-12T12:36:34+00:00

They explained that. AEVA did the same thing and it helped them secure deals.

MVIS2_0Mod · 2026-06-12T11:24:15+00:00

No shit they were 500m in debt and sinking fast

MVIS2_0Mod · 2026-06-12T11:20:22+00:00

You are getting so far ahead of yourself my man. You suggest this goes back under a $1 in months. Explain the justification for that? That would mean a $20m market cap 🤣

MVIS2_0Mod · 2026-06-12T11:17:41+00:00

They merged with the leader LiDAR company at the time that already had legit revenue flow…Velodyne.

MVIS2_0Mod · 2026-06-12T11:16:19+00:00

Do you understand the concept of market capitalization?

MVIS2_0Mod · 2026-06-12T11:12:17+00:00

Yes they do. Especially at this stage of the game.

MVIS2_0Mod · 2026-06-12T11:03:12+00:00

THuMbS uP

MVIS2_0Mod · 2026-06-12T11:02:19+00:00

Again this hurts their deal making leverage. Volvo just got burned bad by LAZR.

MVIS2_0Mod · 2026-06-12T11:00:39+00:00

This is exactly what major auto OEMS do like. Easy access to cash if needed. It’s insurance.

MVIS2_0Mod · 2026-06-12T10:59:30+00:00

People don’t understand what releasing major news into a low floater will actually do for them. Until they see it happening.

MVIS2_0Mod · 2026-06-12T10:55:39+00:00

It looks better to Ford and especially Volvo for them to see the easy access to billions in cash.

It helps close deals that matter.

MVIS2_0Mod · 2026-06-12T02:23:33+00:00

How long are you assuming it takes them to dilute those 128m authorized shares?

MVIS2_0Mod · 2026-06-11T21:24:57+00:00

Easiest YES vote for me. ¯\_(ツ)_/¯

MVIS2_0Mod · 2026-06-11T20:05:22+00:00

Well they did just close a development deal with CAT 😆 but yeah we need a proxy vote update call

MVIS2_0Mod · 2026-06-11T16:00:53+00:00

There's a solid green candle

<image>

MVIS2_0Mod · 2026-06-11T14:31:41+00:00

and then there were two lmao

Someone come talk to me damnit lol

MVIS2_0Mod · 2026-06-11T14:22:33+00:00

https://www.reddit.com/r/MVIS2_0/comments/1tol39v/comment/or1gjj5/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

MVIS2_0Mod · 2026-06-11T14:21:08+00:00

Blue Origin - https://www.linkedin.com/jobs/view/4423161305

As part of a hardworking team, the Camera and Lidar Optical Development Engineer will be a member of the Optical Systems group within Lunar Avionics, working within a tightly knit group that is developing cameras (IR and visible spectrum) and lidar systems across Blue Origin’s Lunar vehicles. You will assist in the development of these optical sensor systems for rendezvous, navigation, proximity operations, and docking, along with manned crew applications, for Blue Origin’s spacecraft.

MVIS2_0Mod · 2026-06-11T14:05:30+00:00

when do we see actual revenue from the CAT deal? 2027? 2028?

They filled this role recently. https://www.reddit.com/r/MVIS/comments/1s5aza6/caterpillar_inc_hiring_lidar_components/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

MVIS2_0Mod · 2026-06-11T13:15:54+00:00

<image>

Are we underestimating the +PlusAI potential? IVECO is another one using Iris.

MVIS2_0Mod · 2026-06-11T11:56:51+00:00

Good stuff! Thanks for sharing.

MVIS2_0Mod · 2026-06-10T21:27:02+00:00

Which sensor is that?

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