Member Info for Maplinman

Tobii announced this news. presumably with a Tier 1: https://corporate.tobii.com/newsroom/press-releases?s=tobii-signs-dms-licensing-deal-with-major-automotive-supplier-strengthening-the-companys-cash-position-and-securing-near-term-financial-obligations

I'm guessing Bosch or Qualcomm and not a new relationship. It should shore up their finances but SEE is in the driving seat. What we need this week is some more contract news, followed by more contract news at CES.

Fantastic spot Aaron.

I agree, this should be an RNS. I assume we'll put one out next week now. Be good to have it fleshed out with more details when SEE do publish it. By my reckoning, we're also owed some more Guardian and Auto RNSs. CES 2026 is also going to be going large on Humanoids: https://www.ces.tech/articles/robotics-at-the-forefront-what-to-expect-at-ces-2026-and-beyond/

Https://www.merl.com/employment/internship-openings?tags=Humanoid

At last!

Proof that Mitsubishi is conducting further research into humanoids: https://www.merl.com/employment/internship-openings?tags=Vision&ro=on

Not only is Mitsubishi focused on industrial robotics, making them more efficient when working collaboratively with humans, but I believe they plan further developments in creating humanoid robots. MERL in the US appears to be a possible place for us to find more about this. Certainly a lot of research is being conducted at MERL. Look at some of the research here: https://www.merl.com/employment/internship-openings?ro=on

This from Goldman Sachs, published in 2024: https://www.goldmansachs.com/insights/articles/the-global-market-for-robots-could-reach-38-billion-by-2035

As the article isn't free to view I'll quote this: "By the end of the decade, the company [Humanoid] plans to have its robots working in hospitality, healthcare and elderly care. In Japan, robots are already used in retirement homes to lead group exercise classes.

By 2031, Humanoid is planning to launch the bots into homes, where they will handle “routine household tasks” and help combat loneliness." DYOR and tell me I'm wrong ;)

Smart investors know Seeing Machines is massively undervalued. It's got the ability to turn your average humanoid into a valuable companion for the elderly/infirm. And it's going to happen relatively quickly. Forget trucks, forget cars...this is reason a company like Tesla/Mitsubishi/Magna/Alphabet/Valeo/Amazon would pay billions to acquire this AIM minnow:

https://www.telegraph.co.uk/news/2025/12/02/robot-learns-walk-two-days/

In summary, Smart Eye has problems, Tobii has problems, Mobileye DMS offering isn't very good and SEE should clean up. Just a little more newsflow and confirmation of the applicabilty of SEE tech to humanoid development and we will reap the rewards...no rush PM - only I have a place in Tahiti that I'd like to retire to.

Https://www.bbc.co.uk/news/articles/c4g9e34yzvgo

Looks like a desperate move by Smart Eye to stay afloat before Martin can flog the company on the back of 'We're the King of DMS' BS as GSR deadline nears.

I hear Mobileye DMS is pants so perhaps they'll be desperate enough to come to his aid. See should try and keep the momentum up by issuing news this week.

Hi JC,

Thanks for these patent details. Am I correct in understanding that they now belong to Stellantis in the US? Huge news if they are the first auto company to launch with this technology.

Perhaps Seeing Machines could replicate its efforts to influence vehicle safety legislation in the EU + US to India? https://themachinemaker.com/news/india-to-introduce-safety-rating-system-for-trucks-and-heavy-vehicles-inspired-by-bharat-ncap-nitin-gadkari/

Humster you and Bloo are in a class of your own for wilful ignorance and distortion. As Mark Tully once wrote 'There are no full stops in India' - you'll find old-fashioned transport on dirt roads together with thousands of miles of Expressways that would put the M25 to shame. Let's not forget India has put rockets on the moon and SEE (alongside Qualcomm, Alphabet and most top tech firms) employ many smart people from that country.

There is a huge market developing for DMS in India, which Seeing Machines is only very slowly capturing. I'd like it to press on the accelerator so it catches up with the competition: https://www.youtube.com/watch?v=UEOovyPZpjM&t=1s

And Baxter, I'm surprised at you. I thought you were better than that.

Winterwarmer, this is a board discussing investing in Seeing Machines not a platform for the English Defence League. You're a century too late to expect white supremacy to be given the time of day.

R A C I S T - At least Nigel Farage has the excuse that he went to school in the 70s.

humster/forensic bloo

that's stupid and a bit ******.

FangKat, you've clearly not travelled all over India. It's economy is far more powerful than that of Oz, UK and NZ combined. Infrastructure is rapidly improving: https://www.youtube.com/watch?v=TqW6qXwmRuo

Maybe some of the many quality engineers from India working within Seeing Machines should be educating the management re. the opportunities for Guardian in India. Of course, it will need to be at a competitive price point but multinationals will be prepared to fork out.

I'm mystified why there is still no Indian distributor for India. Admittedly, as anyone who has travelled in India can testify, commercial drivers are a law unto themselves. Still, that is surely changing, albeit slowly. India has the 3rd largest truck fleet in the world according to this interesting video: https://www.youtube.com/watch?v=1qU5plKYNsI

Note that in this research from Yole Group , "Three adoption waves have been identified by Yole Group’s analysts: Industrial (now), Consumer (next), and Medical (later)." https://www.edge-ai-vision.com/2025/11/humanoid-robots-2025-the-race-to-useful-intelligence/

Here are some other interesting links:

1) Carebots https://pmc.ncbi.nlm.nih.gov/articles/PMC10720664/

2) Mitsu cobot that might soon use SEE tech:

- https://designandautomation.com/mitsubishi-melfa-assista-collaborative-robot/

- Mitsu cobots that might soon use SEE tech: https://qviro.com/product/mitsubishi-electric/melfa-assista