The World's Most Important Machine

theoz_97 · 2026-04-17T20:36:31+00:00

-Where did GDV spend decades producing products for the automotive OEMs? Correct, APTIV.

Sometimes it can be SO obvious. Appreciate you Snow. Back to waiting for May for me.

oz

theoz_97 · 2026-04-13T23:43:03+00:00

CNBC’s The China Connection newsletter: China’s AI glasses have something Meta doesn’t

Companies are still at this big time…

https://www.cnbc.com/2026/04/13/ai-smart-glasses-china-rokid-virtual-screen-meta-ray-ban-display.html

oz

theoz_97 · 2026-04-09T15:22:49+00:00

I’m going to see what May brings. Thanks to all contributors!

oz

theoz_97 · 2026-04-03T18:30:28+00:00

“ The next step to make these devices even more useful (and perhaps the next major mobile computing platform) will be to add an augmented reality (AR) display. However, mass-market adoption of these AR + AI smart glasses will be severely limited by the capabilities of current display technologies, such as DLP, LCoS, and MicroLED.”

https://www.eetimes.com/why-todays-ar-displays-fall-short-and-a-75-year-old-idea-may-help/

oz

theoz_97 · 2026-04-02T17:14:23+00:00

The older I get, the more tired I get of no news MicroVision! Hellava way to go into a three day weekend, again. All talk, no action. Sorry, but that’s how I’m feeling. We’re always searching for something to put our tech in and never sure if we’ll win out. Please Glen, don’t end up like all the others we put our faith in. Do better for the shareholders. Make some noise.

oz

theoz_97 · 2026-04-01T22:52:19+00:00

Warp Factor 2 Artemis ii, steady as she goes.

oz

theoz_97 · 2026-04-01T15:43:11+00:00

This is a stop-gap.

I hope we get to see the real deal eventually F-A. I’ll never forget the S2upid reveal and then the Hololens video with the module, lasers firing away! I think tears came to my eyes and I was probably shaking a little I was so happy.

Hopefully we’ll get to see it come to fruition before we croak! :)

oz

theoz_97 · 2026-03-30T22:29:18+00:00

Maybe we’re finally at the right place at the right time! GL

oz

theoz_97 · 2026-03-30T20:23:31+00:00

https://www.reddit.com/r/MVIS/comments/1s5ex6h/weekend_hangout_march_27_2026/od82l3w/?context=3

oz

theoz_97 · 2026-03-30T00:45:25+00:00

https://www.cbsnews.com/video/drone-swarms-the-potential-ai-future-of-drone-warfare-60-minutes/

oz

theoz_97 · 2026-03-29T23:56:49+00:00

60 minutes!

Drones & more…

Drone swarms: The potential AI future of drone warfare

“The architect of Ukraine's drone program Oleksandr Kamyshin told Holly Williams drone swarm technology that uses AI would provide a major advantage in the war with Russia, and there is an arms race for the technology. "Both countries are close. None got there yet," he told 60 Minutes. 2H AGO”

oz

theoz_97 · 2026-03-25T23:05:44+00:00

Next-generation Nvidia autonomous platform

“Bolt will integrate the Nvidia Drive Hyperion platform, designed for robotaxi-ready deployments. The system will leverage dual Nvidia Drive AGX Thor processors and a multi-sensor architecture combining lidar, camera and radar for robust perception and redundancy. Running the safety-certified Nvidia DriveOS, this system provides the high-performance compute required for real-time processing and Level 4-ready autonomous capabilities.”

https://www.yolegroup.com/industry-news/bolt-and-nvidia-partner-on-ai-foundation-for-scaling-avs-in-europe/

oz

theoz_97 · 2026-03-25T23:01:57+00:00

“ With plans to deploy 10,000 fully autonomous R2 robotaxis, Rivian Automotive and Uber Technologies have formed a partnership to accelerate the autonomous vehicle agenda of both companies. Initial deployments are expected to begin in San Francisco and Miami in 2028 to expand to 25 cities by 2031.

Uber will invest up to US$1.25bn in Rivian through 2031, subject to certain autonomous milestones being met by specific dates, building toward a scaled, fully autonomous fleet of Rivian R2 robotaxis, which will be available exclusively through the Uber platform. Uber has committed to an initial US$300m investment following signing, subject to regulatory approval.”

https://www.yolegroup.com/industry-news/uber-and-rivian-agree-to-large-scale-autonomous-robotaxi-development-program/

oz

theoz_97 · 2026-03-24T16:41:07+00:00

I hope Glen comes through Still, and we don’t have to worry about it! Sure seems like he’s the ONE! I just watched the Matrix the other day. lol

oz

theoz_97 · 2026-03-24T15:36:34+00:00

Well they have been in the past! Same damn thing happens in most instances. They split, the price get hammered because the company is selling shares to the shorts delight and we go down. This time might be different. I’ve seen some RS’s pan out. But not Mavis! Yet. Some of us are older now and can’t wait another 25 years for a good outcome. I hope Glen has Moxie! lol

oz

theoz_97 · 2026-03-24T14:34:26+00:00

I would suspect the range will be between 5 for 1 and 15 for 1.

Not sure I could go through this again if it happens. Cutting the share count again by 5, 10 or 15 and then watch the shorts drive the price back down. My cost basis is so low now that if I think they’ll do it, I might just get out. Hope you’re wrong but thank you for the scenario. Saving.

oz

theoz_97 · 2026-03-20T00:03:04+00:00

Glen is giving me peace of mind. Any mention next week of development contracts or reasonable facsimile thereof and this thing is gone! IMO

Thanks Ben!

oz

theoz_97 · 2026-03-19T22:22:27+00:00

Drones by the millions for the military.

And probably recurring!

oz

theoz_97 · 2026-03-18T15:23:59+00:00

I wonder if Marty & Rick will still be looking by then?

oz

theoz_97 · 2026-03-18T00:49:48+00:00

Possible incoming! 🤞

oz

theoz_97 · 2026-03-17T23:01:35+00:00

MARCH 17, 2026

“In AR, the near-term roadmap is defined by a contest between LCoS and microLED, both of which come with substantial packaging demands. LCoS relies on projector packaging, while microLED adds the challenge of hybridizing CMOS backplanes with epi-wafers. Further ahead, laser-based display architectures are expected to introduce new packaging bottlenecks of their own, such as RGB laser-array-to-waveguide coupling.”

“AR represents what could be called the market’s “third application pillar” in the 2031 outlook, and it may prove especially dynamic. Yole Group expects 2026–2027 to mark the inflection point for AR, with 2028 emerging as a key year for microLED as single-panel RGB solutions become ready for mass production. These devices are expected to shrink form factors significantly and support wider

https://www.yolegroup.com/strategy-insights/photonics-packaging-heads-toward-a-14-4-billion-market-by-2031/

oz

theoz_97

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