Member Info for Aaroon

HeroMotor Corp volumes in India is like 4 million - 5 million a year. Would be awesome to have this in every hero two wheeler. But still early days, no mention of the DMS for the Hero Valeo partnership and this is just a partnership for development still

Bit more modest expectations from my side

12-15p End of 2026 Calendar Year

22-25p End of 2027

Https://www.proactiveinvestors.co.uk/companies/news/1085265/seeing-machines-ceo-on-accelerated-royalty-payment-profit-path-1085265.html

It took SEE 4 years to work with Airy3d to get ready for production version. It might take SmartEye 2 years now that most of the work is done.

It is going to be a disturbing trend

Https://finance.yahoo.com/news/smart-eye-airy3d-demonstrate-single-163000632.html

So i guess anything SEE will do, SmartEye will also be doing the same but in a couple of years. SEE did the Airy3d first time in CES2025. But the bad news is all the hard work done by SEE to validate Airy3d now can be used by others ?

i really hope they get something outside of the first mover advantage.

STRADVISION and Seeing Machines Announce First Public Collaboration Showcasing SVNet FrontVision at CES 2026.

https://www.prnewswire.com/news-releases/stradvision-and-seeing-machines-announce-first-public-collaboration-showcasing-svnet-frontvision-at-ces-2026-302653111.html

This CES 2026 demonstration marks the first public collaboration between STRADVISION and Seeing Machines. The collaboration brings together complementary expertise in external perception and driver monitoring, demonstrating how vehicles could respond intelligently to external conditions and evolving in-cabin dynamics, reflecting a shared vision for combining vision-based technologies within a broader ADAS ecosystem for enhanced safety and convenience

I wonder why there was no mention of a driver impairment detection demo from Seeing machines and also no mention of Mitsubishi.

Maybe another RNS will cover that tomorrow . Fingers crossed

Https://www.valeo.com/en/valeo-unveils-safety-enhancing-advanced-monitoring-applications-powered-by-seeing-machines-at-ces-2026/

Valeo, a global leader in the automotive industry, and Seeing Machines, the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, today announced that their joint In-Cabin Monitoring Solutions (ICMS) for driver and occupant applications will be featured across several Valeo demonstrations at CES 2026 in Las Vegas.

These capabilities will be deployed across three different SoCs, demonstrating multi-platform integration capability. Demonstration at CES 2026 will include:

Valeo Panovision head up display featuring an adaptive warning system based on gaze tracking

Valeo Safe InSight demonstration vehicle presenting a multi layer approach to driver and interior monitoring

A SmartCluster Helmet Detection for 2-Wheelers enabling the detection of the absence of a helmet before the ride begins

SEE and SmartEye in the same video, this is a first

PMG said 2600, i am assuming it included the US logistics deal already

PMG said after the aftermarket contract with the US logistics, that SEE had sold 2600 units already.

yeah i am adding 1000 to those numbers LATAM and australia.

However the reason i am saying we will miss the Gen3 numbers is there were no additional large shipments from the supplier.

atleast none i can find.

@Humster i agree we might miss the top line, as there are no Gen3 hardware shipments in the last part of December. I might be wrong if SEE already has inventory. On the automotive side CFO was very clear that he doesnot know how the rampup will look like. We are already at 510k last quarter. I am assuming say 600k units only.

My pessimistic estimates are

Gen3 - 3500 units - shortfall of 1.2-1.4 million USD in the quarter

Auto - 600k - shortfall 850 to 1 million USD in the quarter

Total shortfall i am assuming will be in the range of 2.2 million in the quarter. But BDMS - 1.8 million USD will cover most of it.

So i see SEE coming close to target, even in a pessimistic projection.

Check this out to understand how much larger this domain is

https://www.nbcnews.com/news/us-news/woman-gives-birth-waymo-way-hospital-san-francisco-rcna248517

Waymo’s remote rider support team detected “unusual activity” during the ride Monday night and initiated a call to check on the woman and contacted 911, the self-driving car company said.

The woman gave birth in the back seat and safely arrived at the hospital before emergency services reached her, Waymo said.

So there was a remote services physically looking into the cab interior. However as Waymo scales up it cannot have operators physically checking every cab.

These autonomous car rides, need a very heavy LLM to support the in cabin monitoring. They need 3d sensing too. SEE has the first mover advantage because of BDMS, who thought the product that was almost going to be shelved, would be so important.

SmartEye must be kicking itself to have not gone into the BDMS

If we can get the attention of the market, that is SEE is also a player in autonomous and thus also a company which could leverage AI to understand human behavior in any enclosed space, that should get interesting

Carve out cant be ruled out

However the use case for autonomous driving is quite unique. It would need very different neural nets maybe LLMs too. The domain here is to understand the whole interior of the cabin not just limited to occupant monitor or seatbelts.

Hypothetically lets assume SEE develops a product that can understand the interior in autonomous driving, that can be generalized for any enclosed spaces where there is autonomy, for example inside lifts.

Well done PMG and team. Awesome news increases the TAM significantly

With the emergence of the DMS, OMS market probably valued in 5-10 billion TAM in the next decade, we have fraudsters emerging .

I would like to point out two such companies working together.

DriveBuddy AI, run by CEO Nisarg Pandya and RoadZen CEO Rohan Malhotra.

The first i heard of drivebuddy AI was this small company from Gujrat in India, was going to present its solution in Incabin Barcelona 2025. Going through the presentation, it was shocking to see how a product so basic, almost like a bunch of engineering interns came together over a summer break, could be presenting in Incabin Barcelona. I guess you can just pay and get interviewed by AutoSens.

More rurprise when i see that another company called Roadzen is going to present the DriveBuddy AI solution in CES 2026. Roadzen is a NASDAQ listed company, going through SEC filings its not even clear what their actual product is, some insurance fluff. Valued at 150 million and no details on what is the revenue stream.

But the scam becomes clear here https://drivebuddyai.co/about/. CEO of Roadzen is a board member of DriveBuddy. Really !!

ZF has a DMS product, but i havent heard any customers. There is little to no information on the product i could find

Nice find Maps.

great to see Seeing machines mentioned so many times that too in bold !

Add to the coming use cases

1. impairment level detection (drugs and prescription medication)

2. blood alcohol level based on DMS

3. retina based detection of blood sugar and maybe more

4. too futuristic for now, but infrared skin monitoring