Member Info for TheLongestShot

I am happy to wait until Monday 1st July for the remaining RMSs

S7 and Baxter won't know what to do - they were right we didn't get them by the end of June and they will be richer!

Not had time to look at the patent yet. But I saw this on Linked In today, couldn't re-find the link, but Googled it and it was from 2011

https://phys.org/news/2011-07-toyota-demos-window-world-vehicle.html

an interactive car window

Careful S7, you don't want to get a reputation for doing your research

This site is painful! Keeps crashing

Over on the SEYE blog on Avanza, Autopilot posted (29/5) a list of all of the large institutions that have reduced their holdings in SEYE over the last month or so. Their share price has fallen off its perch.

Yes, Lombard's purchase is only 0.43% 14.470 M so someone else is hungry, or Lombard have stepped in again

Hey Beef,

I thought that you weren't interested in JLR ;-)

It would be terrible news if there was no supplier for the near infrared LEDs that illuminate the driver's eyes or the coloured LEDs that communicate with the driver.

Saying that Osram supply the DMS is similar to saying that the 12V Battery supplier is now providing DMS

Try googling "AutoRing" and throw in ADAS or momenta, and you end up with a few sites quoting the same press release.

You may find an Android app on the Google play store, now withdrawn.

However, they are not selling to us in the West, so perhaps they are big inside the great firewall.

But, even if they are now unicorns, they haven't spent that money yet! They are trying to do all of ADAS and self driving (and a tiny bit of DMS) with neural networks. In theory if you have enough data and vast amounts of hardware you may build a workable test system, but as countless other startup and long standing companies have shown, when this stuff hits the real world it can be far from perfect and there is no quick way to edit out the problems.

We have
on years of research.

Evening Brutus,

You have been busy again. Reading the timeline I certainly learned a few things. It shows how having one place to edit and look things up is so useful. The problem is so we make it useful to us with all the snipets of info that we have garnered over the years - or do we try to get the page accepted and published?

We both put a lot of work into this in February but it got rejected several times. Just as there is a way that an RNS, a patent, novel or website is written with its own "rules" and style it is the same for a published Wikipedia page.

There are several things that we were failing on:

- it needs references to back up the facts, the problem is that they need to be authoritive secondary sources. So we can't quote the Seeing Machines website, Safestocks or Lewbo. It needs to be reported events in reputable newspapers or websites such as BBC, not published PR.
We might get away with an article in EE Times even if it was written by Colin, but not when he writes as an analyst.

- it needs to be impartial and written in our own words. That is tricky for us, we have our own styles that range from Baxter and s7eve to terrym g we need to be in the middle (no not S7)
Here we are used to pasting a link and zone nuggets then put our spin on it, but for Wikipedia we need a straight bat

So do we keep this internal until we have enough
Reputable sources, or strip it back to follow the rules (then bend the once we are published)

Another great episode. Worth a listen.
How OEMs are moving towards custom chips, what that might mean for nvidia and Intel. Why that will cause further consolidation. And the flip side where the brains move back to the sensors to simplify the core.

That's where we come in with our chip we can just give them the eye vectors, who is driving, what else is happening in the car , what state they are in and escalate when their mood or attention varies

http://www.autonocast.com/blog/2019/5/22/144-david-fritz-and-jim-mcgregor-on-chips-for-autonomous-vehicles

a couple of purchases of 2M just went in late, mopping up at 3.19

[0089] If no potential eye closure event is detected at decision step 404, then the method returns to step 401 wherein a new batch of images are captured and/or a new group of buffered images are loaded for processing.

Sorry, but had to pick up on this geek pun. If 404 and something not found means nothing just shake your head and walk on by.

Well, we can all agree that the future is so bright we gotta wear shades.

Recurring income at little cost means that we can crank up the standard revenue multiples. But if course we will be spending and increasing the gap between us and the competitors, so each generation becomes more compelling. If Subaru, can p-off a reviewer in a short test what happens in the wide world - they gotta pay us.

Failure rate - how good were airbags very reliable, but even a tiny fraction of failures can kill a company and the costs for the OEMs are staggering. So a premium price for our DMS, OMS ( and future generations of products) is justifiable.

To sum up. Intel paid a lot of money to get a place at the table because their existing business is under threat. They missed out on mobile. Laptops and PCs aren't what they were.

But they won't pay out as much for another seat at the same table even if it puts them next to some new players.

However, Xylinx or another may need that place, or someone we haven thought of, but will they pay the mobileye price?

I hope so!

Thanks Red, that works on the 42 multiplier, but is that what we are worth?

I was starting to read press releases at the time.

Mobileye today covers a range of technology and services, including sensor fusion, mapping, front- and rear-facing camera tech and, beginning in 2018, crowdsourcing data for high-definition maps, as well as driving policy intelligence underlying driving decisions. This deal will bring under Intel’s umbrella not only a much bigger range of the different pieces that go into autonomous driving systems, but also a number of relationships with automakers. In the call today, Mobileye’s CTO and co-founder Amnon Shashua said the company is working with 27 car manufacturers, including 10 production programs with Audi, BMW and others going into 2017.

How many do we have, will we have. When it comes to numbers is this a SEYE or SEE counting method - what counts as a manufacturer?

Intel also valued the future:
The combination of Intel and Mobileye will allow Mobileye’s leading computer vision expertise (the “eyes”) to complement Intel’s high-performance computing and connectivity expertise (the “brains”) to create automated driving solutions from cloud to car. Intel estimates the vehicle systems, data and services market opportunity to be up to $70 billion by 2030.

Now was that annually, or cumulatively?
Where do we fit? What total value we could unlock for a partner?

Seeing,

What other metrics can we compare on?

Income per vehicle, turnover, % of each model that we are installed in, % of total vehicle sales, total vehicles per year?

Just want to keep it real. Or maybe blow the valuation even higher

JC,

Another great find. I am actually starting to enjoy reading these

"It will be appreciated by those skilled in the art..."

I just wonder how much of this applies to vehicles where the camera is not co-located with the steering wheel. Or is that a heresy for Joyson to consider a vehicle without a steering wheel.

Ok, I checked it wasn't April 1st.

Jaguar Land Rover has partnered with Glasgow University to develop a new sensory steering wheel that heats and cools to inform drivers of upcoming junctions.

To alert drivers, the temperature of the sides of the steering wheel changes by a difference of six degrees celsius but can be adjusted to suit individuals. JLR said the tech will be useful when driving in poor weather conditions.

The technology has been developed to help raise drivers’ awareness and keep their eyes on the road, rather than a sat-nav screen, as driver distraction is one of the biggest contributors to road accidents.

https://www.autoexpress.co.uk/jaguar/106993/jaguar-land-rover-reveals-sensory-steering-wheel

Shame they didnt consider a decent DMS

Chris,

I would hope that DMS would be part of the platform, and that they would standardise on SEE. Especially with our existing relationship with Mercedes. But the only clue here is a red herring. Lidar and camera fusion refers to the outside of the vehicle only