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If you had just found out about DMS and it's massive potential, where would you put your money based on developments this week?
Here: https://www.linkedin.com/posts/smart-eye_technology-emotionai-humanfirst-activity-6846057813010132992-pAn2
or
Here: https://www.linkedin.com/posts/seeingmachines_seeingmachines-drivermonitoringsystem-activity-6846790743974006785-WUb6
This is where SEE need to get on it with Twitter, Facebook and LinkedIn posts etc.
"Seeing Machines helps National Express win Gold Award for Fleet Safety"
It could make the difference to someone on the fence about investing in Guardian for their fleet.
Colin Barnden:
"Thanks Rod. That Occula has been developed by an approx. 200 person company with the funding resources available remains one of the most astounding events of my entire career. I can see the roadmap is possibly to single-, dual-, quad- and octa-Occula cores on a chip, again following the Arm path. The investment community will understand the tech lead one day."
https://www.linkedin.com/feed/update/urn:li:activity:6846791505403891712?commentUrn=urn%3Ali%3Acomment%3A%28activity%3A6846791505403891712%2C6846901944666079233%29&replyUrn=urn%3Ali%3Acomment%3A%28activity%3A6846791505403891712%2C6847080889650843648%29
More chat here:
https://www.linkedin.com/posts/timothyjhe_seeingmachines-drivermonitoringsystem-activity-6846989070263033856-uazQ
All very positive and lots of proud SEE staff.
The new head of NTSB knows SEE very well:
https://twitter.com/seeingmachines/status/1394882569120878593?s=19
There are so many positives from the interview, I've noted a few things for easier reference (when you read it it seems even more incredible):
- 25 additional car models on the road in the next 18 months
- License revenue will double year on year to 2025
- Very high margin, more than 90%
- This is "the beginning of what everyone has been waiting for"
- Pipeline for auto has "exploded"
- Working on 6 live RFQs to be awarded in next 3 quarters (he said that the announcement was outside SEEs control but some are "well and truly in progress" - so hopefully that's a hint that 1 or more could be announced soon)
- Around A$1bn current RFQ pipeline this year that is "definitely going to happen, we're working on about half that right now and we expect that number to double in 2023"
- Expects similar growth in fleet to continue (up 30% from previous year I think he said earlier in the interview so possible increase or 30% again?). Fleet is profitable as a standalone business.
- 2 contracts won recently in aviation, confident the CAE deal will "get the ball rolling". Aviation is "still highly prospective IMO".
- Consolidation in the DMS industry just beginning, PM of the view of "considerably more consolidation to come"
- "There will not be 3 or 4 major players in DMS in my opinion, there'll be one...or two and then the rest"
- Not concerned about Tobii who have attempted to enter the market. They have acquired Phasya ("only like 3 people in that company") and Invisio (sp?) who are technically capable but aren't in a vehicle
- "This is the beginning of the consolidation in interior sensing, not the end, the beginning. I doubt very much whether there will be 3 or 4 majors in this space 2 years from now"
Sounds like the end game is progress!
(let me know if I've missed anything or mis-quoted anything)
PM has liked a post on LinkedIn that talks about this trading for over a £1 a share.
He seemed very confident in that interview, especially with regards to competition and the pipeline of work.
Looks like Colin agrees:
https://twitter.com/semicast_res/status/1422859888703717377?s=20
On the second link you'll have to change the ****s accordingly due to the terrible censoring on this message board.
I found this from LG last night as well, not sure if it's been posted before:
https://www.lg.com/global/mobility/cabin-camera
lg.com/global/mobility/digital-****pit-solutions
Possibly 1 of the 16 Tier 1s mentioned yesterday.
TTNYR,
Here's some positive financial analysis:
https://youtu.be/BZZ7i9OlgkA
It's annoying that Paul the Plumber made you sign a NDA so you can't announce that actually you are working with both ;-)
President Biden plans to nominate Jennifer Homendy to chair NTSB - confirmed here: https://twitter.com/davidshepardson/status/1395102713151729670?s=20
Jennifer Homendy was of course pictured here, all smiles, in a video call with Seeing Machines yesterday: https://twitter.com/seeingmachines/status/1394882569120878593?s=20
Has anyone been watching Big Sky on Sky TV. It's a fictional TV series but has an amusing scene featuring a Tesla and it's autopilot.
I don't want to give out any spoilers in case anyone wants to watch the whole series but it's good at showing the driver monitoring ability of Teslas.
Here's a link if you want to watch the scene anyway. The only unbelievable part is right at the end :D
https://youtu.be/bsdSsaqitiE
https://twitter.com/seeingmachines/status/1385509668131385344?s=20
In Japan as well ;-)
I don't think SEE will announce any direct Chinese wins because of the risk to the IP working in China.
However, now SEE is in with and protected by Qualcomm I expect wins via them.
It's just a waiting game to see when and how wins via Qualcomm will be announced!
Glandore,
TLS that posts on here and Telegram has a very good technical knowledge and can explain the lights in detail (much better than I can).
In short, I think the alternating left and right flashing lights and differing intensity are assumed to be SEE because they quite unique and in line with the SEE patents but TLS would hopefully be able to clarify if he see's this.
The other thing to consider is that we're pretty certain about the S-Class and the EQS infra-red lights look to be the same. Then Paul McGlone keeps liking things about both the S-Class and EQS on LinkedIn so they might as well just RNS them tomorrow!
I like number 5:
https://www.nti.com.au/getmedia/ae9798a5-2a6c-4834-9f6a-f05e48884f62/Top-5-safety-technologies_1.pdf
https://www.linkedin.com/posts/ntilimited_safety-technologies-like-braking-and-stability-activity-6782588961211736064-Lm99
Q18 written answer on Investor Meeting: "With regard to Colin's article, we cannot comment in detail, but suffice to say it captures an image of a branded sensor, so that speaks for itself"
https://www.wats-event.com/pilot-conference-2021/
SEE there with Alaska Airlines:
Pasha Saleh, Director Flight Operations Strategy & Innovation, Alaska Airlines & Rama Myers, VP Aviation, Seeing Machines
Eye Tracking: A Window into Pilot Monitoring and Instrument Scanning Behavior to Support Evidence-Based Training and Realtime Feedback
Also these presentations might have links to SEE:
1)Chris Ranganathan, Chief Learning Officer, CAE
Advances in Pilot Training as the Industry Recovers
2) Sanjay Kaeley, Head of Product Solutions, Commercial Aviation, L3Harris
Data: How Do We Connect with the Pilot?