⎐كُـود⎐كوبِون⎐خـِصم⎐ ⎐ايهرب⎐ايهيرب اهرب ⊵GCA5893⊴ ⎐نون⎐ ⊵S3Q⊴ ⎐نمشي⎐ ⊵AABN⊴ ⎐باث▬اند▬بودي⎐ AB6K⊴ ⎐ناتشورال ⊴تاتش⎐ ⊵C37⊴ ⎐فوغا⎐كلوسـيت⎐ ⊵V1⊴ ⊴ماكـس ⊴ ⊵A9B⊴ ___ IbEO

Nae geo ibeo hoodie yujihae geori-

📡 All Western LiDAR companies have now reported, and the numbers once again confirm what has been obvious for years: $AEVA, $INVZ, and $MVIS remain development-stage science projects compared to the commercial scale of $OUST. 📈 Product revenue tells the story: • $INVZ: $4.2M product revenue • $AEVA: $2.4M product revenue • $MVIS: roughly $300K from former Ibeo products ~$600K tied to Luminar programs • $OUST: $48M product revenue 💰 Gross margin percentages can mislead at first glance. In absolute dollars, Ouster generated roughly 28x more gross profit than the other three combined, helped by Innoviz posting negative gross profit. 🏦 Yet $AEVA still commands a $1.3B valuation. Innoviz shareholders have reason to be frustrated: a company generating ~$7M in revenue trades near a $160M market cap, while another generating ~$6M trades at a billion-dollar valuation. 🤝 The difference comes down to market perception, Sylebra ownership, LG Innotek backing, and investor willingness to fund the story. Meanwhile, Innoviz continues relying on ATM dilution near 60 cents. ⚠️ Despite partnerships, announcements, and new product launches, Innoviz still depends heavily on NRE revenue. Without it, the business model appears increasingly challenged. 🎯 The market is betting that Aeva eventually succeeds while largely giving up on Innoviz.

The market is treating $MVIS like a struggling pre-revenue hardware firm with a ticking debt clock. The reality is they just quietly executed a distressed rollup masterclass—buying up the core IP of failed rivals like Luminar and Ibeo for pennies on the dollar. Armed with 735 patents and a strict non-Chinese supply chain, this is no longer just an automotive tech bet; it’s a binary geopolitical play on the consolidation of Western sensing architecture. ♟️ #Lidar #AutonomousVehicles auth.flash.stocksentinel.ai/…

pense q testabas peliando entro ibeo esto

The way he slightly opened his jacket while singing ‘Nae geo ibeo hudi yujihae geori~~’ 😭🫠

🚨Heads-up to an economic history meeting in the wonderful Sardinia: CfP: 15th IBEO Workshop - Economic History Annual Meeting ... 🌏 Alghero 📆July 9, 2026 The submission deadline is April 20 To submit your paper: crenoslef.wixsite.com/ibeo/a… More info: associazionestoriaeconomica.…

O sea ¿La ibeo no contrató a gente profesional para armar bien ese templete?

Honored to be invited to deliver the Keynote Lecture in health economics at the XV IBEO Workshop in Corsica, June 10-12 2026 📢 Submissions are open crenoslef.wixsite.com/ibeo/c…

$MVIS @MicroVision just turned the lidar graveyard into its own empire. First Ibeo (perception software flash lidar, 2023), then Scantinel (FMCW 1550nm long-range tech, late 2025), and now Luminar assets out of bankruptcy (Iris Halo sensors, IP, talent, contracts for $33M in 2026). While others burned billions and folded, MVIS quietly consolidated the best pieces like scanning FMCW proven automotive contracts into one powerhouse. @naval is right: uncoordinated tribes get wiped out. Organized ones eat the field. The lidar consolidation era is here, and MicroVision is the last one standing tall. Who’s next? 🚀📡 $MVIS #LiDAR #Autonomy #MVIS #Consolidation

🚨 $MVIS Speculation Corner: What if the Luminar asset scoop ($33M for IRIS/Halo talent/contracts from bankruptcy) was just the opening move apart from IBeo and Scantinel? Here’s a wild thought , could MicroVision be quietly setting up for another acquisition play? Two targets that keep circling my head .. 👇 1️⃣ LeddarTech : insolvency (filed June 2025), ops shut down. What if $MVIS carve out their lidar IP perception/fusion stack? 2️⃣ Voyant Photonics : not distressed; actually thriving. Their Helium™ chip-scale FMCW prototypes (fresh off CES 2026 buzz) Carbon™ lineup heading to production. Silicon photonics FMCW with per-pixel velocity ultra-compact design… total synergy potential with Scantinel , if price/timing align? Big picture: As China floods the low-end and Western lidar peers bleed cash, $MVIS might be quietly building a versatile perception portfolio via selective, opportunistic buys , not billion dollar R&D burns. Totally speculative. No filings, no rumors … just pattern-watching and theory-crafting. What’s your take? 🔹 LeddarTech fire-sale assets next? 🔹 Voyant as future FMCW fit? 🔹 Or something else entirely? DYOR, not advice 🚀 #Lidar #Autonomy #Speculation

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Ein LiDAR-System ist nicht von einer einzigen Firma, da es sich um eine Technologie handelt, die von vielen verschiedenen Unternehmen entwickelt und eingesetzt wird. Der ursprüngliche Prototyp stammt von der Hughes Aircraft Company aus dem Jahr 1961. Heutzutage gibt es zahlreiche Hersteller und Anwendungsbereiche, wie beispielsweise die Volvo-Partnerschaft mit Luminar für das autonome Fahren, die Microvision-Übernahme von Ibeo, sowie die Nutzung durch Fraunhofer IPMS und Cepton Technologies für die Entwicklung von Sensoren. Es gibt auch LiDAR von/mit BrainChip.

$MVIS 4Q 2024 EC transcript Question about further M&A Maybe it’s not Luminar, perhaps AEye, but adding a 1550nm long range sensor, and/or radar and camera capabilities seems like the next step in growth, no? To “build a full solution?” Glen (who came to MVIS with a background in radar) also talks about looking at all technologies for Gen 2 of tri-LiDAR in his most recent press conference. 16:55 min mark youtu.be/JnpVWAmyYM4?feature… Seems like we might see MicroVision make another Ibeo type of move in the not too distant future.

만일 라이다가 정말 미래 자율주행과 휴먼로이드 로봇에 필수 부품이라면 벌써 대기업들이 뛰어 들었어야 하고 활발히 M&A가 이루어져야 할텐데…🤔 (Grok) 아래는 라이다(LiDAR)를 설계하는 주요 기업들의 이름, 국가, 위치만 간략히 리스트업한 표입니다. • Velodyne LiDAR - 미국 - 캘리포니아 • Luminar Technologies - 미국 - 플로리다 • Innoviz Technologies - 이스라엘 - 텔아비브 • Ouster - 미국 - 캘리포니아 • Aeva Technologies - 미국 - 캘리포니아 • Cepton Technologies - 미국 - 캘리포니아 • Hesai Technology - 중국 - 상하이 • RoboSense - 중국 - 선전 • LeddarTech - 캐나다 - 퀘벡 • Leica Geosystems - 스위스 - 헤르브루크 • Quanergy Systems - 미국 - 캘리포니아 • Baraja - 호주 - 시드니 • Livox - 중국 - 선전 • Teledyne Optech - 캐나다 - 온타리오 • Sick AG - 독일 - 발트키르헨 • RIEGL Laser Measurement Systems - 오스트리아 - 호른 • FARO Technologies - 미국 - 플로리다 • Waymo - 미국 - 캘리포니아 • AEye - 미국 - 캘리포니아 • Ibeo Automotive Systems - 독일 - 함부르크 • Benewake - 중국 - 베이징 • Innovusion - 중국/미국 - 상하이/캘리포니아 • Lumotive - 미국 - 워싱턴 • Analog Photonics - 미국 - 매사추세츠 • SOS Lab - 한국 - 광주

On last monday 26th May, I presented part of my work - coauthored with @claudio_detotto and @biancabiagi - at the XIV IBEO Workshop in Corte. A heartfelt thank you to all the colleagues who attended the session and shared a feedback!!! @UnivCorse @umrlisa @crenos_sardegna

Kickoff of the 14th IBEO workshop in Corte — let's go! 🎉 @TorreAndr @biancabiagi @umrlisa @crenos_sardegna

Back then, optimism fueled a boom in startups and IPOs. But Level 3 autonomy never arrived. LiDAR development proved extremely expensive, and as interest rates rose, the industry—already drowning in red ink—was hit hard. Massive layoffs followed. In 2022, Ford and Volkswagen shut down their joint venture Argo AI. Germany’s Ibeo and America’s Quanergy Systems filed for bankruptcy. Even Velodyne, once an industry leader, merged with competitor Ouster in 2023. Of the 80 companies in the vehicle LiDAR space around 2020, fewer than 20 remain. Survivors like Luminar—once hailed for making its founder Austin Russell the youngest self-made billionaire—have suffered. Luminar’s stock, which peaked at $71.70 in December 2020, now trades at $3.63—a -99.5% drop. Innoviz has seen a similar collapse.

$MVIS Applied EV, the start-up aiming for the autonomous oligarchy. #IBEO #LIDAR #ADAS #AV forbes.com.au/covers/innovat…

🚨Last chance! Only 5 days left to submit!🚨 XIV WORKSHOP #IBEO, Corsica (Corte🇫🇷), 26–28 May Topics -Urban & Regional Economics -Health Economics -Sustainable Tourism Submission deadline: 15 March crenoslef.wixsite.com/ibeo/c… @biancabiagi @TorreAndr @lciuccipoggi @crenos_sardegna