The State of LiDAR in 2023, Also a MicroVision CES Presentation From the Show.

Рет қаралды 8,412

Күн бұрын

Lidar is on the mainstream horizon. It was super clear from CES2023 that ALL automotive companies big and small are looking into laserbeams to keep us safe and eventually drive our cars for us in the future.
Luminar was there, MobileEye, Waymo, Ouster - and all of their pointclouds on full display on huge monitors. And all of those point clouds still dont quite match up with MicroVision. Though they are a slightly lesser known player in the space - the companies hardware specs are at the very top of the ADAS mountain, and their price is competitive, too.
2023 is going to be a shake up and a wash out year for this technology. Not all of these companies will survive the decision making process from auto manufacturers, but there will be more than one that does!
LiDAR is coming, I'm more sure of that now than ever before.

Пікірлер: 117

@jandetabali4185 Жыл бұрын

Awesome job!

@jaesangahn9414 Жыл бұрын

Great video. It would be also great if there’s comparison of point clouds from all the other lidars. In order to show how superior Mavin is.

@AM-qi4ro Жыл бұрын

It doesn't matter. If the tech was superior, they would have already have been acquired. They don't have a product that's ready for commercialization.

@rcd5886 Жыл бұрын

i know you declared your conflict of interest as an investor in microvision, but really, this is just a promo specifically for microvision which in actual comparison with other Lidars for ADAS, is not actually a front runner with anyone.

@SPACEDESIGNWAREHOUSE Жыл бұрын

I am an investor in multiple Lidar companies, but in Microvision I have the most. People would want to know which sensors have better specs than the Mavin DR sensor and I will HAPPILY show the proof if you can help me find it. I talked to people at the booths of each, and no one would make that claim and many don’t even post their specs. I want to make money; I don’t care who wins, I just want to make sure I back them.

@partypooper8198 Жыл бұрын

@@SPACEDESIGNWAREHOUSE it's not about specs on paper. it will be about how cheap and reliable they are in the real world. everyone has nearly the same specs, reliability and cost will be the major selling point

@SPACEDESIGNWAREHOUSE Жыл бұрын

@@partypooper8198 yep, and it finally feels like this might be the season these choices play out. Good times.

@zoxis127 Жыл бұрын

Always like your videos. Hope your and my investment will pay off someday

@kevinfitzpatrick3126 Жыл бұрын

really thankful for the video 😊 I held 12,000 shares when it hit $30 and I am waiting to see it go above that. Getting video from CES is awesome 😎 and I cant wait for 1st quarter news of integration with Ibeo

@AM-qi4ro Жыл бұрын

It's far likely to go to zero. Do the flipping math. At $30, what will the valuation be??? You don't have a clue.

@kevinfitzpatrick3126 Жыл бұрын

I hear you 😊

@robsal56 Жыл бұрын

I like this: "Mvis is ready now " ! After 30 years of burning Money and no revenues is hard to believe. SS please bring out deals to prove you are a good CEO. No deals, no confidence.! Thats markets Reality.

@Handelo Жыл бұрын

What worries me is it looks like MAVIN is not up to the spec they advertise. It's not running at 30 FPS, even in the live demo shown during the presentation. Each range seems to be updating individually every 3 frames of this video (which is 30 FPS), so it's actually running at 10 FPS.

@SPACEDESIGNWAREHOUSE Жыл бұрын

For one, this was being pushed out to a 20 foot wide screen; I doubt any of the demos in the show were running at their native speed. But two, it was for sure being displayed at higher than 10 frames per second and I shot at a mix between 120fps for the slow motion and 24fps for the real time footage.

@Handelo Жыл бұрын

@@SPACEDESIGNWAREHOUSE I don't know. If you go frame by frame at, say around 8:27, you see some pretty jarring ghosting and smearing in the output. I don't think your capture is at fault here, it actually looks like some sort of frame blending is happening on their side. And those are pre-recorded videos, not even the live demo. I do hope it's just a post processing issue of sorts, but considering the videos they put up on their channel share the same issues, I'm starting to worry their 30 FPS claim might be a 3 sensors times 10 FPS = 30 FPS, which is completely false.

@AM-qi4ro Жыл бұрын

@@SPACEDESIGNWAREHOUSE It's not. They don't have a product. They're in the pump and dump business. How come insiders aren't buying at these levels?

@AM-qi4ro Жыл бұрын

@@Handelo Right on. Why would this surprise you? A charlatan penny stock CEO mislead gullible investors? An unethical KZfaqr tries to pump garbage after getting under water on a stock? No, never seen this play before.

@partypooper8198 Жыл бұрын

@@AM-qi4ro they literally taking off the shelf parts to build a sensor and buying another software company to try and throw something together. what a scam!

@PrepOLGC Жыл бұрын

Great video. More concerned than ever that now Lidar is mainstream all the automotive companies involved in this event seem to have lidar products in their vehicles. What makes them dump their own technology for Microvision’s Mavin?

@SPACEDESIGNWAREHOUSE Жыл бұрын

I’m pretty sure all the car companies are testing ALL of the units. And even when they start with one, they’ll only commit to one model car, and keep trying out competitors with other models during the next year or so. Everyone wants the right price with the right specs

@partypooper8198 Жыл бұрын

hey, the major bag holder said "im pretty sure" so he must be right!

@SPACEDESIGNWAREHOUSE Жыл бұрын

@@partypooper8198 Gottem!

@nicolashansen2546 Жыл бұрын

I would like to see if there is a way to make LiDAR have more definition, like an electron microscope. The lines I’m thinking of would need to be about 1/32 millimeters apart.

@SPACEDESIGNWAREHOUSE Жыл бұрын

Well, I recall when camera sensors were at such a low resolution they seemed pointless. I remember televisions that only have 480 scan lines per frame.. Were on the more beginning end of the Lidar timeline and certainly the Lidar of the late 2020’s will be much higher resolution with higher refresh rates and more data with every iteration

@kvnptl4400 Жыл бұрын

I read that Lidar has problems in adverse weather conditions, as it gives more false positives because of fog or snow. Did you ask what to solution to this?

@ghostwavewrider Жыл бұрын

Tesla doesn't have this problem. High resolution cameras is the only way to go.

@brucele2056 Жыл бұрын

Yayay! Go $MVIS!

@TRUMP-qh8vh Жыл бұрын

The guy in the background at 7:50 is the key. That’s what you sold your house for

@SPACEDESIGNWAREHOUSE Жыл бұрын

Ha! I’m still pretty confident in that trade. Boy do I wish I had timed it better, but everything is still lining up the way I had expected, just on a slower timeline.

@F1nonBritishbiasFans Жыл бұрын

Mavin blows chunks! If you want to invest in a lidar company that will make you a lot of money in the future...........BUY OUSTER. It already makes money, and its merging with Velodyne this year(another lidar that makes money). So by the end of 2023 they will be growing SIGNIFICANTLY.

@SPACEDESIGNWAREHOUSE Жыл бұрын

Very nice! Yes, Ouster had a huge booth at CES. I would say it’s smart to invest in multiple LiDAR companies over these next two years. There’s going to be more than one winner.

@F1nonBritishbiasFans Жыл бұрын

@@SPACEDESIGNWAREHOUSE Sure. Just not Mavin. lol

@rasmus9895 Жыл бұрын

As ouster is basically the only of these companies who's sensors you can actually buy, I tend to agree. I use these in my work, and they are pretty cool, but I'm hoping they come up with something higher resolution and frame rate, or that one of these startup's sensors actually manifests and is not just available for automotive. Considering the ouster sensors are up to 10k each, I find it hard to believe we will come out at a fraction of that for these new sensors.

@davidlewis5737 Жыл бұрын

@@SPACEDESIGNWAREHOUSE My investment thesis for *myself* is that the non-automotive market for Lidar will be the largest for quite some time (and possibly will have the highest TAM) compared to auto. Ouster/Velodyne are dominating there. The cherry on top is they have a decent chance to be one of several companies to do auto, too.

@AM-qi4ro Жыл бұрын

@@SPACEDESIGNWAREHOUSE This is 100% contradictory to what you've said in the past.

@partypooper8198 Жыл бұрын

wait im confused. this whole time MVIS has been saying their only IP is the software they have and the sensor is made with off the shelf parts. but they are now buying another company to use their software? sounds like they were lying to people again.....

@SPACEDESIGNWAREHOUSE Жыл бұрын

Nope, just sounds like youre confused. But more likely obfuscating, as you are want to do.

@partypooper8198 Жыл бұрын

@@SPACEDESIGNWAREHOUSE good answer. deflect from the glaring issues as you always want to do.

@jnavonoD Жыл бұрын

LOL lidar is not coming any time soon bro. I've been in tech for more than 20 years. Promises are easy, doing is not. And making it mass produced and affordable is really really hard. And how long has Microvision claimed it will have customers? Looong time. You aren't seeing sales this year, or next. And nobody is buying MVIS. Same promises, same results. Investors getting absolutely shunted.

@SPACEDESIGNWAREHOUSE Жыл бұрын

This was the first time microvision has ever claimed they were going to have customers within a specific time period. I don’t understand how you could ‘be in tech for 20 years’ and think new stuff doesn’t come out. Perhaps you’ve heard of an iPhone. Or more recently, the HaloLens II, with microvision Lidar inside. Nevertheless, yes, Lidar is coming and quite soon. There will be 2024 model cars with it installed and MANY 2025 models will be using Lidar. I do hope you continue to follow the channel and the progress of this technology. Having such a firm belief against a sensor is an odd position.

@jnavonoD Жыл бұрын

@@SPACEDESIGNWAREHOUSE Sorry, I should have said 'Microvision lidar'. Your subtle false equivalence of Apple with MVIS and Microsoft (no longer a MVIS customer) doesn't make it any less false. Microvision has on many, many occasions made promises about commercialisation without anything of substance resulting. This goes back to the Tokman days. Company is rubbish. It is going to 0. No customers, no prospects, no income apart from dummy retail investors. I've commented here plenty before, and by the look of it, one of us is right, one wrong, one down what 80 or 85k? The money talks, mate, maybe it's time to listen. Good luck.

@AM-qi4ro Жыл бұрын

@@jnavonoD He won't listen. He's knows everything, except how to spot a scam.

@jnavonoD Жыл бұрын

@@AM-qi4ro SMH, right? Ah well, amusing delusions and all that.

@partypooper8198 Жыл бұрын

@@SPACEDESIGNWAREHOUSE that is false. when they completed the sample unit in april 2021 they said they expected initial sales to start in that 3rd or 4th quater. again that was in 2021 i believe right around the time you bought in.

@ickhouse Жыл бұрын

Dang you

@CodCats Жыл бұрын

sell the company for 10b tomorrow please God!! oh what i'd give to see that day!!!! i'm so curious just to look back on what happens in the future, but nothing's more valuable than your time so enjoy life!!!! I'm betting big on MVIS!

@jonathanmikulski8751 Жыл бұрын

10B is much too low imo. 27-39B is about right

@jnavonoD Жыл бұрын

@@jonathanmikulski8751 Uh, dude, the company has a market cap of 430M, no sales, no customers, and a 30 year track record of failure. It isn't worth even the nominal 430M market cap. Acquistion won't happen, and most certainly not for the absurd numbers you're suggesting.

@jonathanmikulski8751 Жыл бұрын

@@jnavonoD if you say so but the charts say otherwise

@jnavonoD Жыл бұрын

@@jonathanmikulski8751 What charts you looking at my man? Clearly not the ones I am. Nobody is buying this company.

@jonathanmikulski8751 Жыл бұрын

@jnavonoD 5 year chart.

@AM-qi4ro Жыл бұрын

Did Sumit ask about me? You got some face time with him and the former XELA CFO, and you're still not convinced that this is a scam? Hey, did you notice the dude presenting was speaking to a near empty room? It was him and two KZfaqrs. Zero credibility.

@SPACEDESIGNWAREHOUSE Жыл бұрын

Well your lack of access is showing. They had a private meeting room at the booth to meet with OEMs and industry professionals.. and me. They were in that room ALMOST all of every day of the show. Maybe you think ZF Friedrichshafen is a scammer also, in which case you’re not really worth listening to. Those guys were hanging around the booth a lot, because their booth was in the same section. The now former Ibeo folks were there, too. Jeff did that presentation every hour or two to a crowd of a dozen or two, because this is an automotive sensor, not a rock band. After having face time with then ceo and cfo I am more confident then ever. Not to mention the 12 other companies that spent millions of dollars to be at CES; Lidar is coming.

@AM-qi4ro Жыл бұрын

@@SPACEDESIGNWAREHOUSE LiDAR is coming. We agree on that. MVIS is not even in the game. They don't have a product far enough in development to sell. This company is the prototypical stock scam. I've seen many of them. Let's see how this works out for you and other sheep. You haven't been one iota of right so far. Why do you keep removing some of my comments? What are you afraid of?

@SPACEDESIGNWAREHOUSE Жыл бұрын

@@AM-qi4ro I’ve never removed any of your comments. In fact I’ve never removed any comments at all. Must be paranoia. Also, product is “ready now.” If you’re not buying and holding now, I wonder if you’ll even come back to the comment section once they sign some deals.

@AM-qi4ro Жыл бұрын

@@SPACEDESIGNWAREHOUSEAre you SURE you haven't been removing comments? You DO have a real credibility issue. I'm not sure I believe you. Nonetheless, how long have they had a product "ready" for? That is, an organic product, not an acquired product. Do you ever wonder why the narrative on these meme stocks get more and more twisted?

@SPACEDESIGNWAREHOUSE Жыл бұрын

@@AM-qi4ro It sounds like you’re confused. The narrative here is not twisted a bit. When a product is acquired it becomes the new companies product. The same way the Hololens II is a Microsoft product even though microvision made part of the technology inside. You and the guy with “poop” in his name are the only two individuals who have ever accused me of lacking credibility; that’s 2 out of 20,000; this makes you statistically insignificant, also wrong. Curious how many MVIS shares you own, though. Would you share that?

@yugotuning1 Жыл бұрын

First

@AM-qi4ro Жыл бұрын

LOL. This crock stock is at 2.77 with earnings due next week. This will be another low/no revenue quarter with excuses and delusions of grandeur. Then tiiiiiimbbbbbbeerrrrrr.

@SPACEDESIGNWAREHOUSE Жыл бұрын

When timber? Prior to 2024 you think?

@AM-qi4ro Жыл бұрын

@@SPACEDESIGNWAREHOUSE Already timber, fatso. This thing will only go down more. It's a scam, and you're an unethical pumper who poops his pants.

@SPACEDESIGNWAREHOUSE Жыл бұрын

@@AM-qi4ro ouch! I am at my fattest, in fact. I hit 200 in November and sort of freaked out and started working out a lot more. Still love sugar though, it’s fucking rough now that I’m in my forties. Only thing going down will be my weight. MVIS will be up by august is my guess.

@AM-qi4ro Жыл бұрын

@@SPACEDESIGNWAREHOUSE You should KZfaq less and workout more. You should arrange for a livestream with that asshat Sumit. Let him take some real questions. I'll go first.

@SPACEDESIGNWAREHOUSE Жыл бұрын

@@AM-qi4ro I need to youtube MORE! Did you see my first class on 787 Dreamliner video I put out last night? Also, whats your BMI, just so I can picture a silhouette of who im talking to?