listened or read both OUST and VLDR cc's... key takeaway... both ceo's talk of inflection point in Lidar use... key takeaway from q&a sessions... IMO OUST is prepared for inflection point and key drivers of growth will be lower costs and improved performance... VLDR seemed to fumble on call on cost issue .... there will be a shakeout in lidar imo and OUST will be in the survivor camp... how many of the top five or six survive is the big question... all imo
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