Core Viewpoint - Hesai Group, a leader in lidar solutions, will report its third quarter 2025 unaudited financial results on November 11, 2025, before the U.S. market opens [1]. Financial Results Announcement - The earnings conference call is scheduled for 7:00 AM U.S. Eastern Time on November 11, 2025, which corresponds to 8:00 PM Beijing/Hong Kong Time on the same day [2]. - Participants can join the call by completing pre-registration and dialing in 5 minutes prior to the start time [2]. Conference Call Details - A live and archived webcast of the conference call will be available on the company's investor relations website [3]. - A replay of the conference call will be accessible approximately one hour after the conclusion of the call until November 18, 2025, with specific dial-in numbers provided for different regions [3]. Company Overview - Hesai Technology is recognized as a global leader in lidar solutions, with applications in passenger and commercial vehicles, autonomous driving, and robotics [4]. - The company integrates in-house manufacturing with lidar R&D and design, ensuring rapid product iteration and high performance [4]. - Hesai has established offices in Shanghai, Palo Alto, and Stuttgart, serving customers in over 40 countries [4].

Group 1 - The term "physical AI" refers to artificial intelligence applied in real-world scenarios, distinguishing it from generative AI which relies on human knowledge databases [1] - The current focus is on lidar companies, emphasizing their technology, adoption rates, and revenue growth, indicating a shift in interest from solar manufacturers and renewable yieldcos [1]

Group 1 - The term "physical AI" refers to artificial intelligence applied in real-world scenarios, distinguishing it from generative AI which relies on human knowledge databases [1] - The current focus is on lidar companies, emphasizing their technology, adoption rates, and revenue growth, indicating a shift in interest from solar manufacturers and renewable yieldcos [1]

Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation. Want another reason to get this free in your inbox? The emailed version of this newsletter includes polls, including one this week that asks readers what they think the best business model is for autonomous vehicle technology. Have an opinion about this? Email me your opinion at kirsten.korosec@techcrunch.com with the subject line “AV poll.” OK, back to the show. There’s another twist in the road ...

Core Insights - Austin Russell, the billionaire founder of Luminar, is attempting to acquire the lidar manufacturer five months after his removal as CEO due to an ethics inquiry [1][4] - The acquisition plan involves Russell's new company, Russell AI Labs, purchasing 100% of Luminar's Class A Common Stock, with intentions to potentially merge Luminar with a larger automotive technology company to form a unified platform [2][3] Group 1: Acquisition Details - The acquisition proposal was made on October 14, following suggestions from certain Luminar shareholders and board members, though specific names were not disclosed [3] - If the acquisition proceeds, Luminar would remain publicly traded, and Russell may invest in the newly combined entity [2] Group 2: Background Context - Russell's removal as CEO was announced on May 19, coinciding with Luminar's first-quarter earnings report, and was attributed to a "code of business conduct and ethics inquiry" conducted by the board's audit committee [4][5] - Russell has a history of takeover attempts, including a failed bid for Forbes in 2023, which faced complications due to investor follow-through issues and alleged connections to a Russian oligarch [6] Group 3: Current Company Structure - Despite his removal, Russell remains on Luminar's board and was expected to assist the new CEO with transition and technology matters, although he has not signed any SEC filings since his departure [8] - Russell co-founded Russell AI Labs in September, which aims to support transformative AI and technology companies, and has already invested $300 million in an AI company called Emergence [9]

关注 「电动车公社」 和我们一起重新思考汽车 大家好，我是电动车公社的社长。 去年，社长曾写过一篇文章 《车圈大变天！激光雷达即将被判死刑？》 ，当时获得了不少小伙伴们的关注。 如今，过去了一年的时间，激光雷达过得还好吗？ 答案是，激光雷达不仅没垮，甚至……还卖爆了！ 就在前几天，禾赛科技正式宣布，成为"全球首个年产突破百万台的激光雷达企业"。 考虑到接下来还有一个季度的时间，拼一拼的话，相比去年50万台的出货量很可能会翻3倍。 另一家知名激光雷达企业速腾聚创，业绩同样处于上升趋势。2025年上半年总出货量为26.68万台，同比增长9.6%。 据统计， 今年上半年国内车载激光雷达出货量，相比2024年 大幅增长了71% 。 总结一下，就是Waym o、 Mobileye、 博世等国际大厂纷纷放弃激光雷达，同时特斯拉开启端到端时代之后，也有不少车企加入到了纯视觉的怀抱。 这时有人开始担忧，在行业一窝蜂争相跟进端到端的情况下， 激光雷达会不会沦为弃子？ 毕竟，在更早之前行业推进"无图"NOA的时候，高精地图就从香饽饽突然被打入冷宫，而当时行业里唱衰激光雷达的声音确实不算少。 那么，激光雷达到底为什么会在唱衰声中卖 ...

Core Insights - Hesai Technology has achieved a significant milestone by producing its 1,000,000th lidar unit in 2025, becoming the first lidar company globally to exceed one million units in annual production [1][2] - The company aims to enable 1% of vehicles worldwide with 3D perception by 2025, marking the realization of its first corporate vision [2] - Hesai's success is attributed to its advanced manufacturing system, in-house R&D capabilities, and fully automated production lines, which can produce one lidar every 20 seconds [2][3] Manufacturing and Technology - Hesai utilizes a proprietary Smart Cloud MES system for full-chain traceability, real-time quality management, and micro-level line control, ensuring high-quality production [3] - The company independently develops all seven key lidar components, enhancing its competitive edge in the market [3] Market Position - Hesai holds the No. 1 position in the global automotive lidar market, including overall market share, ADAS lidar market share, and Level 4 autonomous driving lidar market share [4] - In the ADAS sector, Hesai lidar is a standard safety feature in over 120 vehicle models across 24 OEMs, with production scheduled between 2025 and 2027 [5] - In the robotics sector, Hesai supplies nine of the world's top ten robotaxi service providers, achieving over 100,000 units delivered of its JT series lidar within five months of launch [6] Production and Delivery - As of Q2 2025, Hesai has delivered over 1.37 million lidar units cumulatively across ADAS and robotics markets [7] - The company plans to increase its production capacity to 2 million units in 2025, with annual deliveries projected between 1.2 and 1.5 million units [7]

We came across a bullish thesis on Ouster, Inc. on Daniel Romero’s Substack. In this article, we will summarize the bulls’ thesis on OUST. Ouster, Inc.'s share was trading at $28.97 as of September 15th. Mobileye Global (MBLY) Tumbles 6.8% as EU Free Trade Deal Pause With Israel Photo by Samuele Errico Piccarini on Unsplash Automation is poised to transform industries on a global scale, and Ouster stands at the forefront of this shift as a Physical AI company. The firm specializes in digital lidar senso ...

Leadership Transition - MicroVision, Inc. has appointed Glen W. DeVos as the new CEO, effective September 30, 2025, bringing over 30 years of leadership experience in automotive and industrial technology sectors [1] - DeVos has been serving as Chief Technology Officer since 2025, overseeing the evolution of the company's engineering operations towards productization and commercialization [2] Strategic Focus - The company is sharpening its strategic focus on delivering products and solutions to targeted industries, making this leadership transition timely [3] - Bob Carlile, Chair of MicroVision's Board of Directors, emphasized that DeVos's experience in getting products to market and anticipating industry challenges will aid in executing the strategic plan efficiently [3] Technology and Product Offering - MicroVision specializes in integrated hardware and software lidar systems, providing high-resolution 3D data for autonomous systems and advanced driver-assistance systems (ADAS) [4] - The MAVIN lidar sensor captures detailed point cloud data, which is processed by their perception software to identify and track objects, enhancing safety in industries such as automotive, robotics, and logistics [4]

Company Overview - Aeva Technologies Inc. (NASDAQ:AEVA) specializes in developing and manufacturing 4D lidar sensors and perception software for autonomous systems, including self-driving cars, industrial automation, and robotics [4] Product Launch - On September 10, Aeva unveiled a high-precision non-contact motion sensor named Aeva Eve 1V, which utilizes Frequency Modulated Continuous Wave (FMCW) sensing technology [1][2] - The Eve 1V sensor is designed to measure lateral velocity, length, movement direction, and position of moving materials with sub-millimeter per second accuracy, making it suitable for various industrial applications such as packaging, printing, construction materials, and extrusion lines [2] Technical Features - The sensor features a Class 1 eye-safe laser, which allows it to effectively replace traditional tactile measuring wheels and laser velocimeters, while also eliminating slippage errors commonly associated with wheel encoders [3] - Aeva's FMCW technology enables simultaneous detection of both the velocity and range of objects, a unique feature that enhances measurement accuracy and efficiency [4] Market Position - Aeva is recognized as one of the best lidar stocks to consider for investment at the moment, indicating a positive outlook for the company's growth potential in the lidar market [1]