The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
CAE ALE performance monitoring and assessment technology provides instructors and students with real-time feedback, allowing for immediate coaching through a mix of instructor and automated teaching.
https://www.cae.com/defense-security/what-we-do/training-systems/adaptive-learning-engine-ale/
What if, I hope you’re correct, We’ve been very waiting patiently for aviation news, CAE rise and see would imho be a perfect combination.I’ve just topped up in readiness for 7am tomorrow!
https://youtu.be/db23RKNjMcc
Day 1 today
Alexander Robinson
Alexander Robinson
• Following
Aviation & Defence, Seeing Machines | Co-Founder, Airly | Pilot | Writer
1w • 1 week ago
I'll be representing Seeing Machines at Farnborough International Airshow 18-22 July, attending through the Australian Trade and Investment Commission (Austrade) Team Defence Australia delegation, alongside other innovative companies.
I'm looking forward to meeting with aerospace & defence industry partners, clients, and prospects; and in demonstrating our training and airborne applications of pilot monitoring capabilities. With the 2020 trade exhibition cancelled, and Dubai Airshow 2021 being the last major airshow, there should be excellent attendance at #FIA2022, as well as interesting industry announcements and product displays.
First some key quotes
"Mobileye Launches EyeQ Kit: New SDK for Advanced Safety and Driver-Assistance Systems"
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?In July 2022, ??Mobileye launches the EyeQ Kit to power driver-assistance and future autonomous technologies for automakers. The first software development kit from Mobileye for its EyeQ system-on-chip, EyeQ Kit allows automakers to utilize the company's proven core technology *while deploying their own differentiated code and human-machine interface tools on the EyeQ platform*.
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“EyeQ Kit allows our customers to benefit from the best of both worlds — Mobileye's proven and validated core technologies, along with their own expertise in delivering unique driver experiences and interfaces. As more core functions of vehicles are defined in software, we know our customers will want the flexibility and capacity they need to differentiate and define their brands through code.“
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experience across Intel and Mobileye, with experts in compilers and development environments such as OpenCL standards, leveraging compilation frameworks used for intensive computing and deep learning. This approach allows automakers to develop their own applications easily and efficiently. It also opens the ability to co-host third-party applications, which lowers the costs of integrating other chips.
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Why it Matters: From general-purpose CPU cores to high compute-dense accelerators – including deep-learning neural networks – EyeQ has a scalable and modular architecture that seeks to achieve high performance while offering a suitable power efficiency to deploy artificial intelligence at the edge for automotive applications
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OK, killer punch...
EyeQ Kit has already been deployed with one major global automaker for future vehicle programs.
https://www.intel.com/content/www/us/en/newsroom/news/mobileye-launches-eyeq-kit-sdk.html#gs.5itp6q
If you kept up you would see that Mobileye's former black box approach is now open and there is room to run your own code in there which can access key parts of Mobileye.
So SEE could run as a software library and be optimised to run on Mobileye's SoC
So outward and inward cameras could work together.
REM is Mobileye's mapping project. Imagine if they annotated their maps with (anonymised) gaze hot spots?
OK, back in the room, this is a new platform for SEE to run on. The market already has NVidia, Qualcomm, other Arm SoC plus of course Xylinx.
A global OEM and future programs?
Finally some guesses.
Bosch and ST Microelectronics.
And a wild stab at Ford?
Of course open approach means that other DMSs are available just like with Qualcomm.
I see the same Pareto result of 80% SEE and the rest getting some press attention for being able to run on Mobileye but little in terms of actual sales. A great way to distract from property trading board games.
This will not be an RNS anytime soon, but we can hope.
Of course it could also appear packaged as an aftermarket p
With a delayed IPO of mobileye the last sentence has proven timeous
Colin Barnden
Principal Analyst, Semicast Research
A major partnership has been agreed between Valeo and BMW Group for #ADAS in BMW's next-gen platform called "Neue Klasse."
The release states: "The ADAS domain controller will host Valeo’s software platform for low-speed maneuvering, as well as software assets from BMW and Qualcomm for driving automation." From this we can deduce the Qualcomm chip is either the #Snapdragon Ride or Vision #SoC, with Valeo providing parking stack (#Park4U), BMW providing proprietary IP and Qualcomm's Arriver the vision stack and drive policy. Valeo is tier-1.
Valeo also says the solution features "a new multifunctional interior camera that will contribute to improved safety and create a new level of user experience." With the rest of the stacks all standard Qualcomm #Ride platform, we can infer this is driver or occupant monitoring #DMS #OMS provided by Seeing Machines.
This looks like the missing link for the partnership revealed by BMW and Stellantis called "STLA AutoDrive." This article (https://lnkd.in/evWkZRaT) provides details. We can infer that Valeo is the tier-1 for both BMW and Stellantis for #AutoDrive.
Valeo has emerged as a leader in domain controllers for supervised automation systems for highway driving, and looks to be ahead of Bosch and Continental. Evidence is mounting of the rise of Qualcomm in the next generation of vehicle platforms. Mobileye can do little as its competitors eat its lunch. We will know more when the prospectus for the Mobileye #IPO is published, and it may be ugly. With markets falling and #automakers already working with Qualcomm, did Intel wait too long for a Mobileye IPO?
The Valeo/BMW release makes no mention of lidar. We will have to see if BMW chooses lidar for highway driving in Neue Klasse. I remain unconvinced of the cost/benefit analysis of lidar, when the feature set of automated highway driving barely needs to exceed #SuperCruise or #BlueCruise to meet the needs of the mass-market. Cameras and radar provide the functionality; better driver monitoring matters more than ever more sensor modalities.
We can see the plans for BMW/Stellantis. Hyundai, Mercedes and JLR are going with Nvidia, and Volvo has announced Nvidia processors and its proprietary Zenseact stack. That looks risky, when even BMW is happy using Qualcomm/Arriver.
With Volkswagen and Renault turning to Qualcomm, the "kingmaker" might turn out to be Ford. If they drop Mobileye and join the Qualcomm party for the next gen of BlueCriuse supervised automation, then Intel really has a problem. If the IPO is quietly dropped, then we probably know the answers.
https://www.cae.com/farnborough-2022-temp
I’ve said it before, but It’s such an amazing symmetry of technology that I would be amazed if we are not going to be involved with CAE rise in a big way, I like to believe that we are not wrong, just early… Maybe this week we get to know…
https://youtu.be/db23RKNjMcc
Confidence in aviation is clearly increasing, this is an enormous order for new aircraft. This can only be seen as great news for all aviation technology, us included.
China Eastern Airlines, China Southern Airlines and Air China have today signed agreements with Airbus covering orders for a combined 292 A320neo aircraft.
https://www.flightglobal.com/fleets/chinas-big-three-airlines-sign-for-292-airbus-a320neos/149256.article
We occasionally get informed about work that’s been years in the making that we knew nothing about, so it’s highly probable that there are various projects currently in play that similarly we as shareholders are currently completely ignorant of. Let’s call these unknown unknowns.
We have known and RNS’d projects that we currently have no knowledge regarding their progress, for example project connect and project sunrise. Let’s call these unknown knowns.
https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwi40YHVlNr4AhUDSEEAHfMTDH8QFnoECAUQAQ&url=https%3A%2F%2Fwww.theglobaleconomics.com%2F2021%2F09%2F04%2Fairbus-project-connect%2F&usg=AOvVaw36RGaiMTjwT9TvDX6X4z2N
There are contracts that we know about, but we’re missing the all important details, and have to settle for minimum contract values that might eventually be 300% - 500% larger when models are added and production lifetimes are extended. Let’s be generous and tentatively call these known knowns.
In addition to all of the above our BOD may know a great deal about the company situation, but not everything by a long way, being surprised by the lack of competition being a reasonable example.
Considering all of this, I am in awe but very grateful to everyone who is prepared to attempt monetary valuation, it’s difficult enough even before world events are added to the mix.
I do have various and disparate ideas about how I see our immediate future, but would I be sufficiently brave to estimate break even day….no!
I’m sure that I have read somewhere that his incentive plan allows for him to have 50% of this years incentive shares in a retest in two years time, but I’m sure we all would have preferred him to have had them immediately having smashed the targets…
No updates found so far, but “exciting advancements for seeing machines “ is reason enough for us to keep looking.
“Our work with Collins to deploy eye-tracking technology for pilots aims to deliver a scalable implementation model across the aviation industry,” said Paul McGlone, chief executive officer of Seeing Machines. “We anticipate exciting advancements for Seeing Machines as we leverage Collins’ expertise and market leadership position in avionics and aircraft systems.”
Once completed, the PSS technology will be available to aircraft OEMs and operators as both forward-fit and after-market solutions.
https://www.collinsaerospace.com/news/news/2021/11/collins-and-seeing-machines-work-together-to-combat-pilot-fatigue
A five-year-old boy has died after being left in a car for hours while his mother prepared her daughter’s birthday party.
The boy was left in the car in the driveway outside the family’s home in Houston, Texas on Monday. The mom was in a hurry when she came home with her son and eight-year-old daughter.
https://www.independent.co.uk/news/world/americas/boy-hot-car-death-houston-b2106040.html?utm_source=taboola&utm_medium=Feed
With the downgrade and recent presentation from smart eye, other competitors actively and successfully going after the Chinese market and see having taken on copious numbers of engineering staff, I think we all can imagine precisely where the rfq contracts are. When the fine tuning towards fulfilling OEM requirements is completed Pmg will be in touch.
The increased frame rate also reduces the latency of the eye tracker output, or the time from when the actual eye movement occurs to when the data is calculated and output generated from the eye tracker.
https://smarteye.se/news/introducing-aurora-250-and-expansion-box/?utm_campaign=Research%20Instruments&utm_medium=email&_hsmi=209829941&_hsenc=p2ANqtz-8gd8scw56mZJ-eH1V2YpBGIJetIVClZAtu6rav7rYJYQ0N7EgHrF67A39KVxuLJqw2TaAPTDEW1nkTMEYwFOOLNaGlkg&utm_content=209829941&utm_source=hs_automation
The Touring is the first M3 to get BMW's new curved display, which combines a 12.3-inch gauge cluster and 14.9-inch touchscreen into one panel running the latest iDrive 8 system; this will soon be standard on the M3 sedan and M4 coupe and convertible.
Order books will open in September, with the M3 Touring set to start production in November alongside the M3 sedan at BMW's factory in Munich.
https://www.cnet.com/roadshow/news/bmw-m3-touring-performance-wagon-debut/?ftag=CAD13782fc
shed, Let’s not forget that if we’re making good the mining damage to the surrounding areas with our dry tailings we might be able to gain some benefit from that restored land as well…we’ll have room for more wind and solar, What’s not to like.
Chery also known as Qirui are popular in Peru, have a 50 50 tie up with jaguar Landrover called unsurprisingly Chery Jaguar Landrover. Chery also have a 50 50 tie up with Israeli Corporation.
Not found in the listing of the top 15 OEMS…