Member Info for MikeyInvester

Https://www.seagate.com/resources/seeing-machines-case-study/

Waymo plans significant expansion into Dallas, Miami, and Washington, D.C., by 2026, with testing underway in other cities like New York, Denver, and Seattle. The company is also preparing for its first international expansion in Tokyo, Japan, and is building a new manufacturing facility in Arizona to support its growing fleet of autonomous vehicles.

U.S. Expansion

2026 Launch Cities: Waymo is preparing to bring its fully autonomous ride-hailing service to Dallas, Miami, and Washington, D.C..

Testing in New Cities: Waymo is currently testing manually driven vehicles in several new cities, including Las Vegas and San Diego, with plans for autonomous testing to follow.

Future Interest: Cities where Waymo has expressed interest in eventually operating include New York City, Seattle, and Denver.

International Expansion

Tokyo Pilot: Waymo has begun testing manually operated vehicles in Tokyo, Japan, to map key districts, marking its first international expansion effort.

Fleet and Manufacturing

New Manufacturing Facility: Waymo is opening a new autonomous vehicle factory in the Metro Phoenix area to scale its fleet of all-electric Jaguar I-Pace vehicles.

Vehicle Production: This facility will build thousands of Jaguar I-Pace vehicles equipped with Waymo's autonomous technology.

Does BdMS still attract a monthly royalty? is it subscription based, or a one off purchase for devices only.

"received an additional Purchase Order for the supply of Guardian Backup-driver Monitoring System ("BdMS") units to a world-leading North American self-driving car company."

I wonder how many units this 1.8mill order translates to? Shame they don't mention reoccurring subscription revenue forecasted from X number of units. I guess they can't release that information as some of our end clients may pay different amounts as part of their negotiations.

Https://datammarketgeeks.wordpress.com/2025/10/07/eye-tracking-in-healthcare-market-size-share-growth-forecast-2025-2033-datam-intelligence/

Https://www.highwaysindustry.com/road-safety-groups-urge-government-to-adopt-new-vehicle-safety-standards/amp/

Https://citywire.com/investment-trust-insider/news/expert-view-aberdeen-dominos-aston-martin-lagonda-ferrexpo-and-seeing-machines/a2475544

Https://www.linkedin.com/pulse/what-automotive-hands-off-detection-hod-uses-how-works-uumjf

Https://www.detroitnews.com/story/business/autos/2025/10/05/ten-years-after-prototype-anti-drunken-driving-tech-ready-for-rollout/86480367007/

Https://www.linkedin.com/pulse/top-europe-eye-tracking-solutions-companies-8jk9c

Https://www.nanalyze.com/2025/10/a-blurry-future-for-eye-tracking-stocks/

Https://accelerista.com/tehnosfaar/vidinamaania/volkswagen-soovib-patenteerida-ja-kasutusele-votta-pilkjuhtimise/

You will need to translate the page to English, but seems to suggest:

Qualcomm / Google / Seeing Machines

These companies are working together on extensions to the Android Automotive platform, where gaze direction detection could become part of the car's infotainment.

Https://www.logisticshandling.com/articles/2025/10/01/brake-announces-the-winners-of-the-uk-fleet-champions-awards-2025/

Https://itwire.com/science-news/automotive/how-automotive-and-automation-are-entering-a-new-industrial-age.html

Https://simplywall.st/stocks/gb/tech/aim-see/seeing-machines-shares/news/bearish-analysts-just-cut-their-seeing-machines-limited-lons/amp

Https://www.fleetnews.co.uk/news/government-urged-to-adopt-latest-eu-vehicle-safety-regulations

Https://www.safestocks.co.uk/

Https://dl.acm.org/doi/10.1145/3726986.3727030

T212 have adjusted the maximum instrument amount to 158k shares, so I can't buy any more in this S&S ISA, anyone else experience this?

Https://youtu.be/Oe0-GTJOqew?si=Z3wCPuQGhVCcx4V9