At ACT Expo / ACT News, PlusAI CEO and Co-Founder David Liu shared our view on what it takes to scale autonomous trucking: the industry needs to be technology-ready, scale-ready, and integration-ready. That means working with OEM partners on factory-built trucks, proving the virtual driver across real-world conditions, and fitting autonomy into existing fleet operations. Watch the clip below.

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MicroVision $MVIS is quietly flying under the radar (LiDAR?). The reverse split and need for cash are holding the share price back for now, but signing a long-term development agreement with 🤫 Caterpillar 🤫 should put the LiDAR sector on notice. All of the hype, technology, talent and most importantly, partnerships, that Luminar acquired over the years since their SPAC debut, is now all being rolled up under MicroVision Inc. Caterpillar ✅ Volvo Gatik PlusAI Mercedes These are all Luminar deals/relationship that MicroVision CEO, Glen DeVos will look to repair heading into 2027. And they even future proofed the portfolio by acquiring 1550nm FMCW player, Scantinel Photonics. $MVIS is a ticker to watch! 👀

Did the PlusAI Luminar deal carry over to MicroVision? $MVIS reddit.com/r/MVIS2_0/comment…

The ultimate winners will be determined by deep OEM integration and manufacturing scale. However, with the trucking TAM so large, there will be more than enough room for multiple winners. I am actually bullish in Waabi and PlusAI as well. I invest in $UBER to get access to Waabi too, since they have large partnerships and investments with one another. Overall though, Aurora is still the current leader, at least 1-2 years ahead in my opinion. Note that Aurora will also enter robotaxi in the future as well, CEO has already mentioned this.

What do you think of the competition from Waabi and PlusAI - doesn't Waabi's focus on trucks and taxi markets give them an edge in data collection? Thanks.

Things like a construction worker holding a stop sign, a lane-closure sign before a traffic jam, a barrel in the road, an emergency scene with a vehicle on fire, etc. are not situations that fit neatly into a standard object category. In this clip, PlusAI Co-Founder and Chief Architect Tim Daly walks through examples of complex scenarios where Reasoning helps SuperDrive™ understand the scene and respond with caution.

“Autonomous driving can already drive a vehicle better than a human driver. The question now is: how do we deploy it widely at scale?” – David Liu, CEO and Co-Founder of PlusAI

PlusAI is insane

Make the Right Choice: Gamma vs Plus AI Top Takeaways ●Plus AI – Seamless in PowerPoint & Google Slides ●Gamma – Fast, shareable decks in 30 seconds ●Beautiful.ai – Perfect brand-compliant slides tycoonstory.com/gamma-vs-plu… #aipresentation #plusai

$OUST THE FUJIFILM DEAL The collaboration embeds Fujifilm's color science directly at the silicon level inside Ouster's L4 chip. This isn't a software overlay or a camera bolted to the side of a lidar. The color is fused through physics, not software. Every point of data is "born" with color — megapixel resolution on par with industrial cameras. That's not an incremental upgrade. That's a category redefinition. Add DXOMARK — the company that rates your iPhone camera — now benchmarking REV8 for color fidelity, environmental robustness, and perception accuracy. When the gold standard in camera certification is testing your lidar against camera-quality standards, you're in a different product category entirely. THE REV8 PLATFORM — THE ACTUAL HOLY GRAIL CEO Angus Pacala called REV8 the "holy grail of what a roboticist has always wanted." For all of human history, lidar and cameras were sold separately. REV8 eliminates that entirely — fusing color and depth through the same SPAD detector architecture at the chip level. The L4 chip detects up to 20 trillion photons per second, processes 10.4 million points per second, and maintains performance from 1 lux to 2 million lux. Certified for ASIL-B, SIL-2, and PLd functional safety standards. Works in pitch black. Full desert sunlight. Rain. Certified to automotive safety specs. That unlocks robotaxis, autonomous trucks, defense, industrial automation, and smart infrastructure — simultaneously. THE CUSTOMER PIPELINE — PAY ATTENTION HERE Already committed to REV8 before it fully ships: Google, Volvo Autonomous Solutions, Skydio, PlusAI, Liebherr, Epiroc, Constellis, Third Wave Automation, SwarmFarm, ATI Robotics, Cyngn, Field AI, Pratt Miller, Freefly Systems, Burro, and more. That's not a speculative pipeline. That's a pre-order ecosystem spanning autonomous vehicles, drones, defense, heavy machinery, warehouse robotics, and agriculture. NVIDIA INTEGRATION REV8 is now qualified on NVIDIA DRIVE Hyperion — the reference platform nearly every serious L4 autonomy program builds on — and integrated across NVIDIA Jetson. STEREOLABS — FROM SENSOR COMPANY TO PERCEPTION OS Ouster acquired Stereolabs in February 2026. Most retail investors treated it as a footnote. It wasn't. Before: Ouster sold lidar sensors. After: Ouster sells a full Physical AI perception stack — lidar, cameras, AI vision, sensor fusion, perception software, and edge compute. THE SOFTWARE LAYER: Ouster doubled software-attached bookings in 2025. Contracted deployments for Ouster Gemini and BlueCity expanded to 1,200 sites across 65 million square feet of roadways and facilities globally. New million-dollar BlueCity and industrial automation contracts landed in Q1 2026. Hardware is commoditizable. Software isn't. Every software dollar attached to a hardware shipment dramatically improves unit economics. This margin expansion story is buried inside what most people still think is a hardware name. THE FINANCIALS Q1 2026: • $49M revenue — up 49% YoY • Record $48M product revenue • 43% gross margin — up 200bps YoY • ~$175M cash • 12,600 sensors shipped • 13th consecutive quarter of product revenue growth INSTITUTIONAL OWNERSHIP Vanguard owns 8.16% and grew its stake 11.3%. AQR increased holdings 610%. UBS up 67.7%. AllianceBernstein holding. Total institutional ownership: ~31.45%. ANALYST TARGETS Oppenheimer: $42 price target, Outperform. Northland: $38 price target, Outperform. THE MOAT IS REAL Competitors are packaging cameras and lidar in a box. Ouster is fusing them at the silicon level with Fujifilm's proprietary organic color filters, validated by DXOMARK, pre-qualified into NVIDIA's reference platform, built on a decade of patented digital lidar architecture. You don't replicate that in 18 months. THE MACRO TAILWIND Every humanoid robot, autonomous truck, smart traffic system, and defense drone needs a perception layer. CC: @HunterAllen4 @TSDR_Trading

T2と技術提携に向けた検討を進めているPlusAIの皆様が本社に訪問いただきました🎉 T2では、レベル4の実現後、​ 荷台との分離により輸送を効率化できる点で顧客のニーズが高い​「自動運転トラクター」を用いた幹線輸送サービスの展開も計画し​車両のラインアップを拡充させる方針を掲げています✨ こうした準備をさらに加速させるべく​ 自動運転システム開発の領域においてグローバルで実績があるPlusAIと覚書を締結し​ 今後、PlusAIが強みとする自動運転ソフトウェアの活用を視野に​「自動運転トラクター」🚛の開発における技術提携に向けて両社で検討を進めてまいります💪 #T2 #PlusAI #自動運転　@PlusAI_Inc

$OUST: The “Eyes of the Humanoids” – My Top Pick from the @aleabitoreddit -Style Robotics List 🦾 If you’re hunting the next $RKLB-style 10x in humanoid robotics / Physical AI (pure enabler, not the full robot assembler like $TSLA), the crowdsourced list keeps screaming one name: $OUST (Ouster). Here’s the high-conviction thesis: • The moat is perception tech Ouster builds high-res digital LiDAR vision systems – literally “the eyes” for safe navigation, object manipulation, and edge AI in humanoids and robotaxis. Just added StereoLabs cameras and dropped Rev8 native color LiDAR that plugs straight into NVIDIA Jetson. That’s a massive unlock for real-world deployment. • Momentum is real (not hype) Q1 2026: record product revenue ~$49M ( 49% YoY), 13 straight quarters of growth, gross margins expanding. Partnerships and design wins stacking up with Google, Skydio, PlusAI, and the NVIDIA ecosystem. Analysts see profitability path by 2027 as L4 silicon DF sensors double the addressable market. • Valuation screams asymmetry ~ $1.3–1.7B market cap. Tiny relative to the humanoid TAM explosion everyone is now pricing in. Western pure-play (minimal China risk) vs. the broad auto/IoT names that dilute the story. • Fits the exact “early RKLB” playbook Component enabler in a secular boom. Not trying to build the whole robot – just the irreplaceable piece every humanoid needs. Same risk/reward profile that turned space stocks into rockets. Risks are obvious (small-cap volatility, execution on new products, macro slowdowns), but the setup is the cleanest high-growth humanoid exposure on the list right now. I’m not saying go all-in. DYOR, size responsibly, this is NOT financial advice. Markets move fast and robotics timelines can slip. But if the thread was looking for the “cream of the crop” pure-play… $OUST is it. What’s your favorite name from the list? $VPG? Ubtech? Harmonic? Drop it below 👇 #OUST #HumanoidRobotics #PhysicalAI #RobotEyes #10x

PlusAi, another competitor of $AUR terminated its SPAC deal with Churchill Capital IX a few weeks ago due to “market conditions.” The autonomous freight market is much harder than most people think. This is why so many companies went bankrupt or withdrew from it. Aurora may end up becoming the only investable company in this space, and I expect it to take the lions share.

#kintone 上で録音から議事録作成まで完結！「音声レコーダーPlusAI」を作ってみました。 Day36の機能にAIを加えて「文字起こし」と「要約」を実行。 今後は、多言語の1音声に対応してみたい…。 紹介動画はこちら👇 youtube.com/watch?v=Qi1DCr8-… #キントーン #kintone100日チャレンジ 37日目