- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: OUST - LiDAR for Physical AI and Smart Infrastructure
Posted on 5/27/26 at 10:35 pm to PinevilleTiger
Posted on 5/27/26 at 10:35 pm to PinevilleTiger
quote:
this is only the beginning
I was tuned into a personal livestream of the Ouster event in San Francisco a couple hours ago. The shareholder I watched livestream the event got a picture with Angus, the CEO, and asked him this question during a Q&A session:
Question:
“[To CEO] You mentioned that even very small startups — for example, a five-person team using AI/LLMs — are able to integrate and build on Ouster’s LiDAR technology. In those types of partnerships or agreements, who owns the data generated by the sensors and software?”
CEO responded that the data remains 100% the property of the startup/customer. Ouster does not claim ownership over the operational or application data generated through the deployment; ownership stays entirely with the company using the technology.
Figured this could be interesting to some of you holding OUST. I’ve never considered the “micro startup” partnership angle until today, but this just provides the TAM for this company and the product they provide (specifically Rev8) is absolutely massive.
This post was edited on 5/27/26 at 10:38 pm
2
Posted on 5/28/26 at 5:43 am to iPad
Nice info 
Sounds a lot like NBIS in that regard.
I agree. The Rev8 sensor shipments are going to be huge.
Here’s another:
Sounds a lot like NBIS in that regard.
I agree. The Rev8 sensor shipments are going to be huge.
Here’s another:
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 5/28/26 at 5:49 am to bayoubengals88
I’m not sure I can handle watching the rest of this video 
The vision, the patience, the detail, that went into Rev8…WOW.
Well deserved, Angus.
You can tell he’s having some fun now.
So bullish.
The vision, the patience, the detail, that went into Rev8…WOW.
Well deserved, Angus.
You can tell he’s having some fun now.
So bullish.
Posted on 5/28/26 at 8:07 am to iPad
quote:Do you know this one? I have 725 at 1.29
iPad
Looking to get 1,000 and letting it slowly ride to $5-10...
Loading Twitter/X Embed...
If tweet fails to load, click here.
Posted on 5/28/26 at 8:51 am to bayoubengals88
My Schwab play money account apparently whitelisted ARBE 
They must hate winners
They must hate winners
Posted on 5/28/26 at 9:08 am to SuperSaint
quote:
My Schwab play money account apparently whitelisted ARBE
Same. Went to buy some at open and got shut down
Posted on 5/28/26 at 9:10 am to SuperSaint
Sold two Cash Secured Puts.
6/5 expiry
$40 strike collected $230
$38 strike collected $200
6/5 expiry
$40 strike collected $230
$38 strike collected $200
Posted on 5/28/26 at 9:26 am to bayoubengals88
quote:
iPad Do you know this one?
Had it on my watchlist since under $0.80/share. Never entered position but no reason not to in my opinion if you’re looking for a robotics microcap moonshot.
Looking back I wish I had just tossed a 1% allocation towards it
This post was edited on 5/28/26 at 9:27 am
Posted on 5/28/26 at 9:30 am to iPad
Good time to buy the dip?
Posted on 5/28/26 at 9:33 am to meeple
quote:
Good time to buy the dip?
I have staggered limit orders set. I wouldn’t mind seeing a big dip to get back in
Posted on 5/28/26 at 9:36 am to bayoubengals88
Im so pissed about this thread because i've been on the Lidar thesis for about 10 years...
got crushed on Velodyne
then got crushed on Luminar
It was literally luck of the draw.
got crushed on Velodyne
then got crushed on Luminar
It was literally luck of the draw.
Posted on 5/28/26 at 9:41 am to The Baker
Do you follow INDI?
Posted on 5/28/26 at 9:48 am to bayoubengals88
quote:
Sold two Cash Secured Puts.
6/5 expiry
$40 strike collected $230
$38 strike collected $200
Sold another $40 strike to collect $270
Also added 18 shares just below $41
I'm done!
Posted on 5/28/26 at 9:49 am to LSUcam7
quote:This literally just came up in my research this morning:
Do you follow INDI?
INDIE SEMICONDUCTOR (INDI)
indie Semiconductor designs and markets custom application specific integrated circuits and software platforms dedicated entirely to the autotech market. They focus heavily on edge sensor processing across multiple sensor types, including lidar, radar, ultrasound, and vision.
For Arbe and the radar ecosystem, indie designs specialized microwave integrated circuits and radar signal processors that ingest raw radio frequency data and convert it into structured point clouds.
For Ouster and Aeva, indie provides specialized mixed signal front-end architectures and time to digital converters. These chips handle the high speed data acquisition required when billions of photons or frequency modulated continuous waves hit a detector every second.
Because indie's architecture is built to normalize and process edge sensor data before it reaches a vehicle's central computer, their silicon and algorithm portfolios are explicitly designed to interface with digital time of flight, frequency modulated continuous wave, and 4D imaging radar front ends alike.
Posted on 5/28/26 at 9:58 am to bayoubengals88
It’s not profitable, yet. Primarily focused in autos but has exposure to robotics / quantum / healthcare thematics.
Cheap on some metrics. But again, not profitable yet.
States a +$7B backlog primarily from Tier-1 auto suppliers but they’ve been slow to convert.
Cheap on some metrics. But again, not profitable yet.
States a +$7B backlog primarily from Tier-1 auto suppliers but they’ve been slow to convert.
Posted on 5/28/26 at 10:37 am to LSUcam7
I did not know this! I assumed it was the AV sensors for ag and mining (industrial).
Bullish
Bullish
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 5/28/26 at 10:37 am to bayoubengals88
Loading Twitter/X Embed...
If tweet fails to load, click here. This is the user who live-streamed the Ouster event from San Francisco that I mentioned yesterday. Great read here.
Highly advise any OUST shareholders to give this one a quick read. One of the most knowledgeable OUST shareholders I’ve come across outside of ppdd.
Just added to my position after reading this write up. Brought my avg share cost from $26.40 to $30.27.
This post was edited on 5/28/26 at 10:48 am
Posted on 5/28/26 at 11:15 am to iPad
quote:
Highly advise any OUST shareholders to give this one a quick read. One of the most knowledgeable OUST shareholders I’ve come across outside of ppdd.
Was about to post this. Indeed, a great read!
Posted on 5/28/26 at 11:24 am to bayoubengals88
Posted on 5/28/26 at 11:28 am to iPad
"with new LiDAR coming"
Page 23 of 24
Popular
Back to top
Follow TigerDroppings for LSU Football News