Do you see just two or three light ar companies existing after all this is said and done? Yes, i think that there will be two or three. I don't think that car makers, a, there is a reason for a cow maker to buy a lider. And i think t eventually the market would be dominated by a few players who can reach scale n and low cost.
Lidar and autonomous vehicles have gone hand-in-hand since the DARPA Grand Challenges, propelling the self-driving stack into the modern era. But turning a new kind of sensor into an automotive-grade qualified component that can hold up to real-world road conditions and be made at scale is an entirely different challenge than inventing something new. This week the gang dives into the nature of that challenge with help from Omer Keilaf, CEO of the lidar maker Innoviz Technologies, who explains how this controversial sensor is going from the bleeding edge to a real business.