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He was there last year as well, but no doubt if SEE tech is causing a reevaluation of training methods that's a big deal, I imagine more lucrative than just tracking attention in car because likely more complex analysis than that
'Topics on this year’s agenda include achieving one level of safety across all types of airspace and all types of operations; reaping returns on investments in safety; using technology in safety and pilot training, including the use of eye tracking as a training tool; discussions of specific accidents and incidents to illustrate risks of runway overruns and non-precision approaches; and avoiding wrong-surface takeoffs and landings.'
https://www.aviationpros.com/press_release/12436338/71st-annual-international-air-safety-summit-opens-monday
https://www.marke****ch.com/press-release/eye-tracking-market-analysis-growth-trends-forecast-2022-2018-11-12
SEE is mentioned first, though SE twice for some reason
The problem is that given complexity of autonomous driving, given people get the hand on/off is critical it may not matter how sophisticated we are as a company, if the data cant be implemented into autonomy then that is a window of opportunity for others to catch up until the tech is mature, the good thing about SEE is that it's not a one trick pony, fleet, air, automotive while knows what else in human factors, everything is ready and we are in the middle of setting the scene for what will happen from now till full autonomy, it just needs patience, literally at least 18 months imo before things clarify, I wont be unhappy if its sooner but I doubt it, the AEVA tech is a great example of random out of the box tech that may upend nVidia's whole commercial strategy, competition is ferrocious
You really need to stop looking at share price and look at market cap and potential market cap, with so many shares in issue the price movement reflects that, not only that most people here are long term holders so price movement is on limited shares from limited brokers, you're too impatient, it will come around the only issue is to what degree given environment we are competing in
An aero RNS would literally be stratospheric for SEE none else is doing that as far as I'm aware, I think the answer in the delay on that is in the statement, so they've identified issues, likely people arent actually doing things in the order in which they're supposed to especially when things go wrong, and they're changing their training accordingly!
That's pretty serious stuff, I'd expect to see articles around human factors (some of the spectacular crashes where due to arrogance and heirachical fear in past, or uncoordinated action btx pilot and co pilot on recent air Asia crash) and how see tech has solved those, imagine if the FAA or EASA mandate SEE like tech as part of black box data
If memory serves me correctly it was Lewb that did calcs but also pointed out SE was more liberal in licensing their tech whereas SEE refused to share data or give up IP rights, something Samsung had previously demanded of SEE
S7, someone did calculations on this board before and our tech is more expensive, I guess if autonomy is limited why spend more at this stage in getting data, its early days and now we are no longer manufacturers it would be quite easy to replace depending on who is left standing in a couple of years, though that works both ways!
It's good for DMS in general because it means OEMs now see benefits of the tech and are rolling it out across models, it also means SE are consolidating their share of the market
For SEE it doesn't mean much at all at this point in time but first point is positive in general
I think ironically it's the internal attention sensing that will drive autonomy not the other way round, determining distraction/fatigue wrt to attentiveness is binary so that will determine in what situations limited autonomy will operate, so maybe 5% of all driving environments this year, 10% in 5 years, 50% in 10years and so on, at each stage learning how the car is sensing and the type of driver is performing and fine tuning accordingly.
Throughout all of this DMS tech like ours will be key, I really cant see this bombing in any way, I certainly have no intention of selling.
As regards fleet the vast majority of fleet companies are small operations with largest group being single Van's for self employed businesses, while the big ticket fleet operators are worthy of celebration dont underestimate smaller fleet operators not worthy of an RNS who collectively drive more vans.
Here is geotab marketplace link;
https://marketplace.geotab.com/solutions/seeing-machines-guardian
I dont know why this link was buried in guardian live brochure like that with no screenshots in the brochure itself.