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I assume people are monitoring https://www.seeingmachines.com/sitemap_index.xml for changes?
If not, it will be the easiest way to find when most new pages are made live. I'm surprised SEE don't keep them hidden from the sitemap, at least until content has been written.
In that parallel universe. Tesla could then license the DMS tech back out...
https://www.businessinsider.com/elon-musk-tesla-open-to-licensing-autopilot-software-to-competitors-2020-7
https://twitter.com/DavidBurton1971/status/1288433089748885504?s=19
No idea who this is. But their "city source" suggests an 80m seller running on fumes.
https://twitter.com/DavidBurton1971/status/1288370596401877002?s=19
https://youtu.be/b5TZmefWNVM
Talk of DMS from around 12:30.
Veoneer lists 2 customers for awarded DMS business (slide 8).
- Customer 10
- Customer 11
One is expected to be Ford (lets assume Customer 10) and listed on slide 6.
But who is customer 11? As there isn't another OEM listed on slide 6 with DMS. I assume this is awarded business for 2021 so not listed?
Slide 9 is interesting, and references "Super cruise"
Looking at the latest chart and it stands out that different contracts state the expected revenue in either A$xx+ or between A$xx and A$yy
Mercedes and BMW showing a range.
It had me wondering if this is because these cover the number of units shipped. And the upper value taking into account possible licensing as a result of any subscriptions offered by the OEM.
All but one of my holdings has tanked after a consolidation. The one that didn't was Ceres.
Unfortunately I only hold 14 shares as I sold my holding a few years back. And I only hold 14 because I typed the wrong number of shares to sell.
I would imagine a mixture. For mandatory DMS SEE would receive a fee per vehicle for the algorithms for this usage.
Then for a license for non-mandatory features, that are part of an option package, SEE would receive income on a subscription basis.
The best of both worlds. SEE could, in theory, receive a monthly payment for the lifetime of the vehicle. Across multiple owners.
https://news.sky.com/story/elon-musk-tesla-very-close-to-level-5-autonomous-cars-12024665