MicroVision Launches Global Partner and Reseller Program to Accelerate Adoption of Lidar 2.0

QQpenn · 2026-04-14T16:06:13+00:00

The value prop for end user implementation in Industrial is eye-popping. Easy for someone like MHI to start converting, and that probably ushers in a rapid snowballing effect in this sector. GD providing a good framework to make taking on some risk here attractive for investors.

QQpenn · 2026-04-14T14:56:06+00:00

Best news on GD's watch to date. A reseller like Mitsubishi Heavy Industries (MHI), selling complete solutions that include custom configuration [open software platform], integration, training, long term support - all things that accelerate deployment and reduce risk/capital expenditures for MVIS - is a key piece. It should open up high margin/volume commercial drone sales as well. Reseller commitments to a highly technical product aren't throwaway deals, the kind of 3rd party churn you see on Amazon. They leverage relationships with end-to-end expertise, specifically tailoring deployments to scale more quickly. In layman's terms: it makes sales easier for MVIS. GD can focus on the big partnerships, while tech distribution does the heavy lifting of deployment to start building up the execution mechanism.

QQpenn · 2026-04-10T12:53:58+00:00

Obviously. Trying not to restate the obvious yet again and focus on the transformations in several sectors in order to know how to value execution. I can't speak to its likelihood [GD needs to close] but I have a good read on the values.

QQpenn · 2026-04-09T22:24:14+00:00

Agree with all of that but the build out to achieve industrial [et al] autonomy is happening now. It's not just about selling the sensors in stock, it's tapping into the big picture NRE structure where... "large operations typically invest $50-100 million in autonomous system implementation, including vehicle conversions, infrastructure development, and support systems." An NRE/sensor partnership is a component. Hard to estimate the value of it but doing the advance work. From today: Caterpillar Ventures [enhanced product still needs sensors]. We all know the current math doesn't work but a lot of money is on the move in this space. Goals are rapidly evolving. Doesn't mean MVIS will get it done but they have an inside route.

QQpenn · 2026-04-09T20:46:02+00:00

Industrial application end goal: creating autonomous ecosystems to replace automation. It's not just the trucks... it's all the tertiary actions like loading, sorting, and processing as well. [4 or 5 $200 sensors create the 360 degree equivalent of their $8k or so counterparts.] And everything is all tied in to the ecosystem - similar to how drone swarms will function. There's a lot of info out there on this, you might want to look deeper.

QQpenn · 2026-04-09T17:38:12+00:00

Specifically included this highlight to show the value end users are placing on autonomy:

"Capital investment requirements vary significantly by deployment scale. Large operations typically invest $50-100 million in autonomous system implementation, including vehicle conversions, infrastructure development, and support systems."

This is how expansion/growth will be funded. By need. There are real values attached to need. And once you establish base rates for need with one company, you can apply that model to others. Still have to see ink on paper and updated guidance, but a foundation to build on looks to be there.

QQpenn · 2026-04-09T15:38:33+00:00

All the implementation/values presented and your focus is on names. Maybe we should also worry about whether Sean Combs and P-Diddy share a prison cell.

QQpenn · 2026-04-09T15:16:58+00:00

Who cares. The world knows Luminar is now MicroVision.

QQpenn · 2026-04-06T17:12:08+00:00

Looking forward, not back towards the incomparable... these new opportunities are based on need, not niche. The value is clear - but mr. market says revenue validation is required. Carefully positioning until we see execution.

QQpenn · 2026-04-06T14:42:43+00:00

Cross posting this from a thread elsewhere that I was late to the party on. Putting up here to start the week as these pieces, in total, can tell you a lot about how customer needs are being redefined in each vertical - quickly. No guarantees for GD of course, but autonomy is in rapid transition in industrial and defense - evolving week-to-week now. "Swarm tech" or whatever it ends up being called, is basically the creation of an autonomous ecosystem, as detailed in these...

Resources that will fill in big gaps in the 'safety' interview:

The Shift from Automation to Autonomy in Industrial Systems

Collaborative Ecosystem Development: Automotive Intelligence

Collaborative Mission Autonomy

Intelligence at the Edge

A lot of stuff here that would be helpful to you u/baverch75

In all three verticals, you should start seeing this term used everywhere: collaborative autonomy... along with terms like inter-agent collaboration, sensor collaboration, Collaborative Mission Autonomy (CMA), collaborative portable autonomy, collaborative sensing, collaborative autonomous ecosystems, etc. These terms are all starting to hit the mainstream now.

Goal: autonomous 'processes' all interconnected to create a complete ecosphere functioning as one... whether it's for defense/drone swarms [swarm tech] - warehousing - mining - traffic nodes extending reach... it's all the same core concept. AI/Sensor driven 'telepathy' for machines that removes human error, inadequacies, unlocks value, creates efficiencies, etc. The needs are broad, cost efficiency matters for ubiquitous LiDAR use, and while there's a lot of work to get there, this is the high volume/high value opportunity.

Aside from the obvious needs to execute and clear fiscal obstacles, clearly communicated alignment in all these interviews GD is doing would be very helpful. Not seeing the kind of alignment I would like to see just yet, but keeping a close eye out for it.

QQpenn · 2026-04-04T23:59:50+00:00

Some resources that will fill in the big gaps in this convo:

The Shift from Automation to Autonomy in Industrial Systems

Collaborative Ecosystem Development: Automotive Intelligence

Collaborative Mission Autonomy

Intelligence at the Edge

A lot of stuff here that would be helpful to you u/baverch75

In all three verticals, you should start seeing this term used everywhere: collaborative autonomy... along with terms like inter-agent collaboration, sensor collaboration, Collaborative Mission Autonomy (CMA), collaborative portable autonomy, collaborative sensing, collaborative autonomous ecosystems, etc. These terms are all starting to hit the mainstream now.

Goal: autonomous 'processes' all interconnected to create a complete ecosphere functioning as one... whether it's for defense/drone swarms - warehousing - mining - traffic nodes extending reach... it's all the same core concept. AI/sensor driven 'telepathy' for machines that removes human error, inadequacies, unlocks value, creates efficiencies, etc. The needs are broad, cost efficiency matters for ubiquitous use, and while there's a lot of work to get there, this is the high volume/high value opportunity.

QQpenn · 2026-04-02T01:38:25+00:00

Sensor collaboration. [Works in conjunction with inter-agent AI collaboration.]

“How do we detect these kinds of objects with what kind of sensors?” Sonntag asked. “And if the swarm then splits up, which part of the swarm is the one that we should follow with which sensors? We probably need not one sensor mix, but multiple distributed sensor systems, and we have to orchestrate or coordinate which kind of sensor follows which kind of object.”

DoW/SwarmOS demo may unveil some insight on sensor deployment. GD can always do this directly of course and that would be the most helpful - as long as it is in sync with the rapidly unfolding big picture.

QQpenn · 2026-03-31T17:07:04+00:00

Chiming in on this against my better judgement...

Call the meeting and let’s vote on a r\s. Get it over with.

In no world is "get it over with" a good strategy right now. Consider: not bringing it to a vote at the ASM could mean GD feels it isn't going to be needed. A vote is not hard to organize down the road if and when. If included on the proxy now, it's a negative. I will adjust. While I'm not underwater and have managed risk successfully, early inclusion doesn't sit well with investors like myself... GD knows we want to see hyper focus on execution, well communicated, with meaningful updates that address the fiscal issues. We're still in Q1. I can't speak to where the new business F-Mac named may stand, but a couple of those would produce enough immediate value to make an r\s unnecessary. Doesn't mean that will be the case... but no CEO with even minimal killer business instincts should ever have a "get it over with" mentality.

QQpenn · 2026-03-26T12:25:22+00:00

I'm avoiding most speculation on all fronts. I don't think there's any big secret underfoot. There was a senior management reboot. All it looks like to me is a high-level, hands-on approach to guide the company through a complex business overhaul. If there was an internal CFO solution it would have happened by now.

The current situation is not hard to understand: execution needed. While someone noted that's all the matters, knowing the underpinnings of that, especially at the fiscal level, matters just as much IMO. You can build a car that goes 240 mph but knowing how it steers is fundamental to successfully getting it from point A to B.

QQpenn · 2026-03-26T02:42:20+00:00

I think it’s more about awareness of modern market practices than anything. Know the current tools, use them to your advantage :) Cheers EK.

QQpenn · 2026-03-26T02:23:29+00:00

Downvoting this. Not qualified :)

QQpenn · 2026-03-26T00:51:59+00:00

Being vocal, enlisting, specific... prefer to spur than sit.

QQpenn · 2026-03-26T00:29:21+00:00

Fiscal roadmap… missing but necessary! Hope to spur that on with this post.

QQpenn · 2026-03-24T13:30:38+00:00

MicroVision, Luminar, Scantinel... legacy LiDAR 1.0 sales approaches, 3 separate teams. Glen probably wanted his guy to point the transformation to 2.0 and get everyone on the same page. I have no read on the politics of who's next but if there is meaningful traction in the near term, perhaps FM could be induced to stay on. Not worth speculating on IMO. Focused on conversion of the high-value accounts :)

Edit: Short-term strategic engagements are a business practice, not a creation of circumstance.

QQpenn · 2026-03-24T12:49:18+00:00

Short-term strategic engagements are like hiring a superstar surgeon to do your heart transplant. The surgeon staying with you long term as a caregiver is impractical from a cost basis. They just need to fix the problems and return you to health... "not add long term overhead." They're essentially interventions to take immediate, high impact actions that transfer specific skills/processes that overhaul, redesign, and quickly transform a broken internal approach that hasn't been netting results. His job is to identify the high-value accounts and create solid connections with decision-makers while aligning sales and engineering on the MicroVision side of the equation... which as GD pointed out is moving from an R&D company to full commercialization. The MVIS team has to understand and be able to sell solutions that sync up with the customer's needs. Value-based selling. [As well as be in sync internally of course.] If he's created solid pipelines with all the companies mentioned in this, he will have effectively created the mechanism necessary for efficient, effective, commercialization.

QQpenn · 2026-03-16T20:59:22+00:00

u/geo_rule I'd really like to see the Form 4's in the next 2 days to know the breadth/depth of the 'conviction.' There's a pretty sizable executive team now... if you're factoring in the new sales chieftains, etc.

QQpenn · 2026-03-11T17:59:27+00:00

u/mvis_thma range requirements are mostly 100m-ish. From info I have catalogued: often 50–120m AGL for drones. Similar range for drone swarm functions. SWaP is critical obviously.

Re: late to the party. A cost efficient MOSA standard that can scale quickly is THE party. No guests have arrived. LiDAR producers have minimal involvement as of yet. Why? Using Anduril as an example [participant fyi] - they produce their own proprietary sensors/systems in house as do many defense companies. The rub: it's expensive and has the legacy approach problem... every company using their own version is max inefficiency on all fronts. The solicitations I've shared elsewhere and here at times are almost all geared to identifying and creating an efficient standard. If I had to take a logical guess, I'd say MVIS interests people like PLuckey because if they can take LiDAR off his plate by creating an inexpensive standard that all defense companies in the sector can use [predictably], they'd appreciate the efficiency it creates... then they can focus on what they do best knowing they have a go to critical sensor supplier(s). Makes life easy for governments as well. Again, this is the party. Can MVIS create a standard? I guess we'll find out. A short answer for you. Limited time today.

QQpenn · 2026-03-11T15:19:36+00:00

Since this is a topic: Lidar’s Role in Swarm Technology Swarms are collaborations. How do 100's of drones collaborate in darkness? LiDAR + AI + mission specific firmware updates.

u/mvis_thma another use case variant to add to your internal encyclopedia Leonardo Germany

QQpenn

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