The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI275: Thiel Fellowship & Startup Investing w/ Michael Gibson

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Luminar: Advantages in the LiDAR Technology Industry

This chapter discusses the advantages of Luminar in the LiDAR technology industry, including their technological advancements, customer acquisition, and production-level contracts. It also highlights the challenges and risks in the industry, such as the limitations of Tesla's full self-driving technology and the importance of a perception stack. Overall, it emphasizes Luminar's position as a leading player in the LiDAR industry.

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