And Blue Cruise around the same mark as it reached 150 million miles recently.
Currently around 15 models with Super Cruise and less with Blue Cruise. Mapping for Ford is probably half arnd 150000-200000 highways miles.
My guess is we’re in more Ford vehicles than GM.
This adds lots of flavour to the whole thing. Worth reading the comments too…
https://www.linkedin.com/posts/rogerclanctot_super-cruise-bluecruise-comma-gm-general-ugcPost-7029609435983433728-8Nb_?utm_source=share&utm_medium=member_ios
Hi Floater,
Gentamicin is used to treat gram negative bacteria and is usually given to prevent sepsis. At the point of administration, doctors don’t and can’t now which bacterium is potentially causing the infection and therefore needs a broad spectrum cover (ie both gram positive and negative bacteria). Gentamicin has done a good job for decades to treat gram negative bacterial infection and NOT to prevent CMV infection.
CMV is a virus and it is another cause of congenital hearing loss usually acquired ante-natally.
Seize, short answer is yes.
But neither Qc nor NVidia have fleet offering as its completely different business model. Mbly fleet is also tiny but the partnership will allow both to gain market share. For perspective, Cipia (Mbly DMS partner) also has fleet solution but this SEE has a whole package solution, 10B km real world data and both companies are trying to be serious players in fleet.
Cenkos Comment: With the EU General Safety Regulations showing the global motive industry that both outward facing (ADAS) and inward facing (DMS) cameras are seen as a primary safety systems, we expect top tier fleet managers around the world to increasingly look to add both ADAS and DMS as a retrofit solution to their entire fleet as best practice. This combined marketing deal is therefore designed to provide potential fleet customers a one stop shop offering the best solution for both and whilst these are expected to be separate systems initially, it is possible that future products see both technologies integrated into a single box. Mobileye has been marketing its own retrofit fleet products, which use forward facing cameras to provide ADAS features such as Automatic Emergency Braking, for many years and so whilst Mobileye does not give a breakdown for the size of its fleet business, it is believed to be much larger than the Seeing Machines aftermarket business. Therefore, whilst the non-exclusive agreement for joint marketing will benefit both parties, Mobileye is the bigger partner and this deal will likely have a proportionally greater benefit for Seeing Machines. We iterate our Buy recommendation and 24.3p price target.
Might be wrong but….
RNS says
The Agreement enhances Seeing Machines' Aftermarket offering, Guardian, which targets the commercial fleet sector, by incorporating the Mobileye suite of Aftermarket products to alert drivers of potentially dangerous situations.
And this from Proactive
https://www.proactiveinvestors.co.uk/companies/news/1005274/seeing-machines-partners-with-mobileye-to-jointly-bolster-aftermarket-business-1005274.html
It’s called benefit of hindsight.
Before the sell, many were buying into the hype (I’ll be shot for this) of Modi based on tumour response of n=1. The sharing of info from McMillan forum here was interpreted by some as we’ve found the holy grail for treatment when in reality we’re still very early in phase 1/2 trial.
But if you don’t need to sell, your fate here hasn’t changed. OTOH you can buy at lower prices to add to your large/small holdings. Chill.
Phil, SEE has examples of following functionality - not limited to these. Emotional state is part of it.
#software. It is extraordinarily advanced and includes: Emotional state; Cognitive distraction [Disengagement, Visual distraction]; Level of drowsiness [Microsleeping, Sleeping]; Visual State [Gesture, Head nodding/shaking]; Activity [Abnormal head posture, Hand position classification, Held object classification, Speaking, Laughing, Coughing, Sneezing, Yawning, Smoking]; Phone handling [Video conferencing]; Viewing target classification [Child seat detection, Seat belt status, Occupant size, Occupant age, Gender, Presence detection, Convenience recognition, Security recognition, Occupant change, Spoofing, Facial Expression]; Body Pose Tracking [Eye tracking, Head tracking, Eyelid dynamics, Brightness control, Face searching, Mouth Shape]; Camera pose estimation [Frozen image detection, Face occlusion, Lens blockage, Low image quality, IR light blockage, Camera misalignment].
Thanks Konar. I can think of many reasons of how expanded access can be granted. I’m curious as to why Scancell doesn’t use the term explicitly — is it to possibly cover other jurisdictions - EU? Australia?
It’s already mind boggling to think about how the next phase of trials will look like given some ethical considerations, but this is also very interesting in its own right.
https://www.eetimes.eu/how-software-defined-vehicles-are-redesigning-mobility/
Sharesplease, indeed BUT SEYE is keen to let us know they’re now Tier 1 in software ________ so… One to understand further as that suggests to me that OEMs contract directly with them / traditional T1’s are bypassed. But in the era of SoC/complete package / new vehicle architecture etc., it would make sense for OEMs to buy the latter offerings. MORE central control and integration rather than separate ECUs.
Seize, that system is part of passive safety system whereas we are part of active safety. Both have increased automation but CAGR in active safety is many multiples more than passive.
Spot on PRyan. PM and NdeF announced 40-50% market share and 50% by revenue. SEYE announced 40% share but kept mum about % of revenue.
We know the cash situation of both companies. The Magna loan. SEYE cash injection (short term solution id say) etc.
When PM said what he said, it was true then that competitors were quiet — why bring it up now when SEYE won contracts?
It’s never meant to be 100% SEE monopoly. PM told you.
Where are their fleet and aviation deals? Not that long ago SEE and SEYE mcaps were almost the same. The two aren’t comparable now. DYOR.
But few here have decided to trust SEYE after today. Be my guest.
Thank you Bermuda and Burble. I completely appreciate the huge ethical considerations designing future trials.
Burble, whilst I do think we have a prospect of having Moditope as having breakthrough /accelerated status, could you explain the process of getting there. This must take months if not years from achieving that status to commercialisation. Thanks.
Thanks Bermuda. What you said then is still true now.
Some people here are really prone to exaggeration (even on omission) and others then amplify this by order of magnitude.
I too can’t wait for the full results. That’s n=125 guys. And hopefully it’s powered enough so that Moditope trials can then progress. A breakthrough / accelerated drug status would be nice but I don’t understand the process there.
A genuine question to Bermuda/Burble. If next stage is randomisation, how would you randomised palliative therapy against Moditope? Placebo?