Aug. 18 at 4:52 PM
$INVZ while I haven't invested nearly the amount you have... 2021~2024 was a peak hype era for OEM's advertising their advancements with ADAS/AV solutions.
With tariffs, and the Iran war, OEMs have heavily pulled back on investment... but L3/L4 is not dead. companies like Nuro and Wayve have taken up the mantel of developing the AV stack which the OEMs have spent billions on, but failed.
They are nimble, agile, and able to adapt much quicker without the same bureaucracy that OEMs bring to the table... half your team doesn't need to be dedicated to pretty KPIs for the higher up execs to consume.
Robotaxi and Defense is going to be explosive, and much higher margins per unit than a high volume consumer vehicle contract.
Look at the
$NVDA Hyperion Platform, which is being utilized by Nuro and Wayve for L4. 1x Lidar, and 9x Radar.
Nuro and Wavye are bringing 135,000 robotaxis to market by 2028~2032 time frame with OEMs Lucid, Stellantis, Nissan and Mercedes.
$ARBE $INVZ $AEVA
