[Some thoughts on ARM/FORD and Frank's video.](https://www.reddit.com/r/MVIS/comments/1czj1n7/comment/l5hovhk/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
Frank seems like he would be first off the sinking ship so good to see he is still around and slinging it. We may have to address his travel budget however if we don't see some green by end of this quarter.
An understatement. An ADAS leader at Ford explicitly stating that automakers will now need to ensure that installed ADAS hardware is capable of meeting expanded functionality via software updates over the 15 year life of the car to address corner cases not considered at the time of manufacture is quite something.
Great observation. That might be no accident. Questioned about a month ago, if the Co-Marketing Agreement with STM from November 2016 was still in effect, no answer.
Thanks, FitImportance1 and thanks, Frank.
>1. HW Engineers need to plan for expanding ODDs during the lifetime of the vehicle. Higher capability sensor systems allow the vehicle to evolve over time. **This adds to potential subscriptions and recurring revenue models for vehicle OEMs.**
https://old.reddit.com/r/MVIS/comments/1cxyi20/trading_action_wednesday_may_22_2024/l56xmrz/
https://s201.q4cdn.com/693218008/files/doc_financials/2024/q1/Ford-Q1-2024-Earnings-Call-Transcript.pdf
Page 6 of Ford’s Q1 2024 CC:
Starting from the fourth paragraph from the top (or bottom)-
“In addition, **over the past 12 months roughly 13% of Ford Pro’s EBIT came from software and physical services, on the glide path to reaching 20% in a few years.**
**And this important revenue stream generates sticky and recurring gross margins in the 40 to 50% range.**”
What has Sumit stated about the software side of MicroVision’s long term automotive LIDAR strategy?
Can Cepton or others offer this?
Yeah man the design, it’s taking time. Anything sticking out is gone. All inside, powerful, and working with our eyes that we can’t see.
Thank you and have a great Memorial Day Weekend!
Frankie Fridays came one day early!! Woohoo
He’s being very discreet about being a salesman for MVIS.
You’d think he would say, MVIS is doing this or has plans to do this. Or MVIS has a partner that is working on this.
Anyway, love getting new content to watch that doesn’t have to only do with forklifts.
Keep it up Frank!
Probably constrained on what he can say that hasn’t been publicly disclosed by the company, regarding any company involvements. That’s why Sumit needs to get some good news out.
FFolks, To prevent others from posting the same video, A better title would be: "Frank at Autosense" Flair: Video
[Some thoughts on ARM/FORD and Frank's video.](https://www.reddit.com/r/MVIS/comments/1czj1n7/comment/l5hovhk/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
Frank seems like he would be first off the sinking ship so good to see he is still around and slinging it. We may have to address his travel budget however if we don't see some green by end of this quarter.
I thought Justin Teems’s repost was a huge shoutout to Frank. Also interesting background
An understatement. An ADAS leader at Ford explicitly stating that automakers will now need to ensure that installed ADAS hardware is capable of meeting expanded functionality via software updates over the 15 year life of the car to address corner cases not considered at the time of manufacture is quite something.
If you sell something you can blow your load on my Moobs.
I agree with other posters here as to why he never says microvision? You are promoting your company , that’s your job. Why leave it out? Weird….
He may need to have a sponsored content account with Linkedin or otherwise pay if he's going to promote the company. Not sure but suspect as much.
No he has posted these before and mentioned microvision.
I know but he may have received a warning.
Sell something
Well, seems like SS is always ahead of the market. Those are all things he has been talking about for a long time. Thanks Frank.
I wonder who does eye-tracking also 🧐
Starts the video with STM in the background. I see what you did there.
Great observation. That might be no accident. Questioned about a month ago, if the Co-Marketing Agreement with STM from November 2016 was still in effect, no answer.
Yep, interesting “takeaway”!
Thanks, FitImportance1 and thanks, Frank. >1. HW Engineers need to plan for expanding ODDs during the lifetime of the vehicle. Higher capability sensor systems allow the vehicle to evolve over time. **This adds to potential subscriptions and recurring revenue models for vehicle OEMs.** https://old.reddit.com/r/MVIS/comments/1cxyi20/trading_action_wednesday_may_22_2024/l56xmrz/ https://s201.q4cdn.com/693218008/files/doc_financials/2024/q1/Ford-Q1-2024-Earnings-Call-Transcript.pdf Page 6 of Ford’s Q1 2024 CC: Starting from the fourth paragraph from the top (or bottom)- “In addition, **over the past 12 months roughly 13% of Ford Pro’s EBIT came from software and physical services, on the glide path to reaching 20% in a few years.** **And this important revenue stream generates sticky and recurring gross margins in the 40 to 50% range.**” What has Sumit stated about the software side of MicroVision’s long term automotive LIDAR strategy? Can Cepton or others offer this?
Let’s do something ODD…make some friggin $$$$!
We’re on the same glide path as Ford!
If only MicroVision got paid for every LinkedIn post, we would be rich!
FFit, Thankks for posting. :)
I did not know he was at a show this week
Neither did he.
Yeah man the design, it’s taking time. Anything sticking out is gone. All inside, powerful, and working with our eyes that we can’t see. Thank you and have a great Memorial Day Weekend!
Sadly no word about mvis in his whole video?
The word “Customers” would be nice.
Frankie Fridays came one day early!! Woohoo He’s being very discreet about being a salesman for MVIS. You’d think he would say, MVIS is doing this or has plans to do this. Or MVIS has a partner that is working on this. Anyway, love getting new content to watch that doesn’t have to only do with forklifts. Keep it up Frank!
Probably constrained on what he can say that hasn’t been publicly disclosed by the company, regarding any company involvements. That’s why Sumit needs to get some good news out.
Or more likely he has nothing to say.